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 |
|---|---|---|---|---|---|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
13,196
shares
|
$666,793
0.21% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
13,184
shares
|
$666,187
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
12,901
shares
|
$651,887
0.2% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
12,672
shares
|
$640,316
0.51% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
12,440
shares
|
$628,593
0.0% of portfolio
|
Q2 2025
Added 41.69%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
12,429
shares
|
$628,037
0.45% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
12,199
shares
|
$616,415
0.04% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
11,860
shares
|
$599,285
0.01% of portfolio
|
Q2 2025
Reduced 15.9%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
11,028
shares
|
$557,244
0.03% of portfolio
|
Q3 2025
Added 118.12%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
10,656
shares
|
$538,447
0.08% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,247
shares
|
$517,780
0.02% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
9,969
shares
|
$503,733
0.02% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
9,956
shares
|
$503,076
0.05% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
9,722
shares
|
$491,252
0.11% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
9,002
shares
|
$454,871
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
8,552
shares
|
$432,132
0.04% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,359
shares
|
$422,380
0.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,311
shares
|
$419,954
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,182
shares
|
$413,436
0.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
8,095
shares
|
$409,040
0.01% of portfolio
|
Q3 2025
Added 89.53%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,055
shares
|
$407,019
0.04% of portfolio
|
Q1 2023
Added 5.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
8,000
shares
|
$404,240
0.04% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
7,755
shares
|
$391,860
0.33% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
7,562
shares
|
$382,107
0.25% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
7,187
shares
|
$363,159
0.21% of portfolio
|
Q2 2025
Added 0.67%
|