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 181 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $634 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,317
shares
|
$315,786
0.0% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,064
shares
|
$303,139
0.01% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,063
shares
|
$303,089
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
May 02, 2025 Q1 2025 |
5,939
shares
|
$296,890
0.18% of portfolio
|
Q1 2025
Reduced 61.56%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
5,775
shares
|
$288,692
0.08% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,694
shares
|
$284,643
0.0% of portfolio
|
Q1 2025
Added 20.38%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,636
shares
|
$281,743
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
5,600
shares
|
$279,944
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
5,570
shares
|
$278,444
0.27% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
5,540
shares
|
$276,944
0.09% of portfolio
|
Q3 2024
Reduced 55.69%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
5,539
shares
|
$276,894
0.02% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,408
shares
|
$270,345
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
5,260
shares
|
$262,947
0.35% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,203
shares
|
$260,097
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
5,100
shares
|
$254,949
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
5,050
shares
|
$252,449
0.02% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,881
shares
|
$244,001
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
4,720
shares
|
$235,952
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,613
shares
|
$230,603
0.02% of portfolio
|
Q1 2025
Reduced 72.2%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
4,141
shares
|
$207,008
0.05% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
4,107
shares
|
$205,308
0.27% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
4,060
shares
|
$202,959
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
4,013
shares
|
$200,609
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,600
shares
|
$179,964
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,863
shares
|
$143,121
0.0% of portfolio
|
Q3 2024
Reduced 94.98%
|