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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
7,157
shares
|
$361,643
0.2% of portfolio
|
Q2 2025
Added 35685.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,882
shares
|
$347,747
0.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
6,600
shares
|
$333,498
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,480
shares
|
$327,434
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
6,175
shares
|
$312,022
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,038
shares
|
$305,100
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
6,021
shares
|
$304,241
0.16% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,948
shares
|
$300,552
0.0% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
5,702
shares
|
$288,122
0.06% of portfolio
|
Q2 2025
Added 37.7%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
5,639
shares
|
$284,938
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,636
shares
|
$284,787
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
5,613
shares
|
$283,624
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
5,540
shares
|
$279,936
0.09% of portfolio
|
Q3 2024
Reduced 55.69%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,528
shares
|
$279,329
0.14% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,521
shares
|
$278,976
0.0% of portfolio
|
Q2 2025
Reduced 71.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
5,430
shares
|
$274,377
0.0% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
5,100
shares
|
$257,703
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$252,650
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
5,000
shares
|
$252,650
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,746
shares
|
$239,815
0.0% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
4,626
shares
|
$233,751
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
4,569
shares
|
$230,871
0.06% of portfolio
|
Q2 2025
Reduced 20.88%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
4,500
shares
|
$227,385
0.16% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,156
shares
|
$210,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
4,060
shares
|
$205,151
0.05% of portfolio
|
Q2 2024
New holding
|