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 |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
90,096
shares
|
$4.57 Million
0.0% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
90,057
shares
|
$4.57 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,489
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
84,534
shares
|
$4.29 Million
0.03% of portfolio
|
Q1 2025
Added 8.28%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
76,692
shares
|
$3.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 69.39%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
74,991
shares
|
$3.8 Million
0.0% of portfolio
|
Q2 2025
Added 9.59%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
72,452
shares
|
$3.67 Million
0.88% of portfolio
|
Q2 2025
Added 9.99%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
69,866
shares
|
$3.54 Million
0.57% of portfolio
|
Q2 2025
Added 82.92%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
69,628
shares
|
$3.53 Million
0.65% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
68,982
shares
|
$3.5 Million
1.04% of portfolio
|
Q2 2025
Reduced 7.99%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
68,370
shares
|
$3.47 Million
0.06% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Aug 01, 2025 Q2 2025 |
62,003
shares
|
$3.14 Million
2.19% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
60,482
shares
|
$3.07 Million
0.85% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
60,162
shares
|
$3.05 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,027
shares
|
$2.69 Million
0.0% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
50,017
shares
|
$2.54 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Aug 14, 2025 Q2 2025 |
47,013
shares
|
$2.38 Million
0.25% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
45,444
shares
|
$2.3 Million
1.82% of portfolio
|
Q2 2025
New holding
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
45,442
shares
|
$2.3 Million
0.48% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
44,435
shares
|
$2.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.87%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
43,323
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
42,341
shares
|
$2.15 Million
4.14% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,308
shares
|
$2.15 Million
0.05% of portfolio
|
Q2 2024
Added 448.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
42,231
shares
|
$2.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
41,349
shares
|
$2.1 Million
0.01% of portfolio
|
Q2 2025
Added 19.39%
|