Institutional Ownership Pimco ETF Tr Sht Term Mun Bd A (SMMU)
This table provides information about the institutional ownership of Pimco ETF Tr Sht Term Mun Bd A (SMMU). We have compiled data on the 189 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $790 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
25,718
shares
|
$1.3 Million
0.57% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
25,600
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
25,376
shares
|
$1.28 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
25,059
shares
|
$1.27 Million
0.07% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
24,372
shares
|
$1.23 Million
0.38% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,533
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
22,522
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
22,253
shares
|
$1.12 Million
0.0% of portfolio
|
Q2 2025
Added 55.83%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,329
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
21,184
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 85.01%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
17,511
shares
|
$884,830
0.21% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,745
shares
|
$846,124
0.01% of portfolio
|
Q3 2025
Reduced 16.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
16,458
shares
|
$831,622
0.01% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
16,127
shares
|
$814,897
0.47% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,865
shares
|
$801,658
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
15,138
shares
|
$764,923
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
15,032
shares
|
$759,566
0.09% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,644
shares
|
$739,961
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,495
shares
|
$732,432
0.55% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
14,029
shares
|
$708,885
0.43% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
13,934
shares
|
$704,085
0.06% of portfolio
|
Q2 2025
Added 202.06%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
13,872
shares
|
$700,952
0.07% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,781
shares
|
$696,353
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
13,579
shares
|
$686,146
0.15% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13,400
shares
|
$677,102
0.06% of portfolio
|
Q2 2025
Added 41.28%
|