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 154 institutions that hold shares in the stock, with a total of 9.23 Million shares, which have been reported (via 13F filing form) to have a value of $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
62,828
shares
|
$3.14 Million
0.06% of portfolio
|
Q4 2022
Added 14.02%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 29, 2024 Q3 2024 |
60,709
shares
|
$3.04 Million
2.11% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
59,008
shares
|
$2.95 Million
0.92% of portfolio
|
Q3 2024
Added 11.95%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
57,070
shares
|
$2.85 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,027
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
52,956
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.5%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
51,362
shares
|
$2.57 Million
0.49% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
48,277
shares
|
$2.41 Million
0.02% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
46,258
shares
|
$2.31 Million
0.33% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
46,106
shares
|
$2.31 Million
0.04% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
45,974
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
42,381
shares
|
$2.12 Million
0.34% of portfolio
|
Q3 2024
Added 78.15%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,308
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2024
Added 448.88%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
41,985
shares
|
$2.1 Million
0.24% of portfolio
|
Q3 2024
Reduced 10.49%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
41,714
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
41,277
shares
|
$2.06 Million
3.09% of portfolio
|
Q2 2023
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
40,190
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
38,562
shares
|
$1.93 Million
0.22% of portfolio
|
Q4 2023
Added 31.83%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Oct 07, 2024 Q3 2024 |
38,428
shares
|
$1.92 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
35,214
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
35,104
shares
|
$1.76 Million
0.57% of portfolio
|
Q3 2024
Reduced 4.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,501
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
34,224
shares
|
$1.71 Million
0.44% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 17, 2024 Q3 2024 |
33,947
shares
|
$1.7 Million
0.23% of portfolio
|
Q3 2024
Reduced 9.96%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
33,851
shares
|
$1.69 Million
0.43% of portfolio
|
Q2 2024
Reduced 9.06%
|