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 156 institutions that hold shares in the stock, with a total of 9.28 Million shares, which have been reported (via 13F filing form) to have a value of $463 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,494
shares
|
$373,650
0.12% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,053
shares
|
$351,662
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
6,830
shares
|
$340,543
0.22% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,600
shares
|
$329,076
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,465
shares
|
$322,344
0.01% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
6,405
shares
|
$319,353
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,397
shares
|
$318,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,063
shares
|
$302,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,040
shares
|
$301,154
0.0% of portfolio
|
Q3 2024
Added 83.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
6,000
shares
|
$299,160
0.03% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,636
shares
|
$281,010
0.03% of portfolio
|
Q4 2023
Reduced 27.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,578
shares
|
$278,119
0.01% of portfolio
|
Q3 2024
Reduced 42.37%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
5,540
shares
|
$276,224
0.08% of portfolio
|
Q3 2024
Reduced 55.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,387
shares
|
$268,595
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,201
shares
|
$259,321
0.01% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
5,163
shares
|
$257,427
0.09% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
5,035
shares
|
$251,045
0.02% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
4,720
shares
|
$235,339
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
4,700
shares
|
$234,342
0.11% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Oct 24, 2024 Q3 2024 |
4,503
shares
|
$224,519
0.17% of portfolio
|
Q4 2023
Reduced 31.97%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,428
shares
|
$220,780
0.01% of portfolio
|
Q3 2024
Added 23.58%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,422
shares
|
$220,480
0.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
4,164
shares
|
$207,617
0.02% of portfolio
|
Q4 2024
Added 133.67%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
4,091
shares
|
$203,977
0.01% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Oct 29, 2024 Q3 2024 |
4,060
shares
|
$202,431
0.06% of portfolio
|
Q2 2024
New holding
|