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 186 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $782 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,312,726
shares
|
$168 Million
0.01% of portfolio
|
Q2 2025
Added 242.7%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
1,063,477
shares
|
$53.9 Million
5.18% of portfolio
|
Q2 2025
Added 69.37%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,052,638
shares
|
$53.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
842,230
shares
|
$42.7 Million
0.08% of portfolio
|
Q2 2025
Added 22.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
681,268
shares
|
$34.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 11.1%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
571,694
shares
|
$29 Million
0.62% of portfolio
|
Q2 2025
Added 140.22%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
540,386
shares
|
$27.4 Million
0.1% of portfolio
|
Q2 2025
Reduced 23.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
524,063
shares
|
$26.6 Million
0.06% of portfolio
|
Q2 2025
Added 13.56%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
448,317
shares
|
$22.7 Million
0.01% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Biltmore Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
430,018
shares
|
$21.8 Million
8.78% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
399,530
shares
|
$20.3 Million
0.0% of portfolio
|
Q1 2025
Added 178.23%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
368,809
shares
|
$18.7 Million
1.78% of portfolio
|
Q2 2025
Added 8.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
305,545
shares
|
$15.5 Million
0.03% of portfolio
|
Q2 2025
Added 16.5%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
259,726
shares
|
$13.2 Million
1.17% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
257,033
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
192,627
shares
|
$9.77 Million
0.0% of portfolio
|
Q2 2025
Added 12.83%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
145,958
shares
|
$7.4 Million
0.22% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Websterrogers Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
128,660
shares
|
$6.52 Million
2.09% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
119,464
shares
|
$6.06 Million
1.04% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
115,993
shares
|
$5.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
97,905
shares
|
$4.96 Million
0.02% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
96,870
shares
|
$4.91 Million
0.12% of portfolio
|
Q2 2025
Added 34.86%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
96,459
shares
|
$4.89 Million
0.23% of portfolio
|
Q2 2025
Added 29.4%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
95,192
shares
|
$4.83 Million
2.66% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
94,843
shares
|
$4.81 Million
0.03% of portfolio
|
Q2 2025
Added 34.12%
|