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 11 Million shares, which have been reported (via 13F filing form) to have a value of $550 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,124,667
shares
|
$56.3 Million
0.0% of portfolio
|
Q4 2024
Added 16.2%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
871,768
shares
|
$43.7 Million
0.0% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
701,077
shares
|
$35.1 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
651,858
shares
|
$32.7 Million
0.07% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
584,519
shares
|
$29.3 Million
0.06% of portfolio
|
Q4 2024
Added 12.23%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
584,300
shares
|
$29.3 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
432,472
shares
|
$21.7 Million
0.06% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Biltmore Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
407,592
shares
|
$20.4 Million
8.5% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
379,360
shares
|
$19 Million
0.01% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
287,356
shares
|
$14.4 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
255,987
shares
|
$12.8 Million
1.31% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
248,437
shares
|
$12.4 Million
1.11% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
239,120
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
187,563
shares
|
$9.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
143,596
shares
|
$7.19 Million
0.0% of portfolio
|
Q4 2024
Added 171.16%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
128,942
shares
|
$6.46 Million
2.28% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
125,144
shares
|
$6.27 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
106,669
shares
|
$5.34 Million
0.01% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
101,974
shares
|
$5.11 Million
3.0% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
92,189
shares
|
$4.62 Million
0.91% of portfolio
|
Q4 2024
Added 16.93%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
91,676
shares
|
$4.59 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,489
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
84,119
shares
|
$4.21 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
80,820
shares
|
$4.05 Million
0.03% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
78,073
shares
|
$3.91 Million
0.03% of portfolio
|
Q4 2024
New holding
|