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 |
|---|---|---|---|---|---|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
41,277
shares
|
$2.09 Million
3.09% of portfolio
|
Q2 2023
New holding
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
40,758
shares
|
$2.07 Million
0.28% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
39,857
shares
|
$2.02 Million
0.16% of portfolio
|
Q2 2025
Added 14.99%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
39,716
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,787
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
38,562
shares
|
$1.96 Million
0.22% of portfolio
|
Q4 2023
Added 31.83%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
36,038
shares
|
$1.83 Million
0.75% of portfolio
|
Q2 2025
Added 426.1%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
35,813
shares
|
$1.82 Million
0.25% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Jul 30, 2025 Q2 2025 |
35,056
shares
|
$1.78 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
33,851
shares
|
$1.72 Million
0.43% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
32,477
shares
|
$1.65 Million
0.44% of portfolio
|
Q2 2025
Added 35.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
32,322
shares
|
$1.64 Million
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Iam Advisory, LLC
|
Jul 08, 2025 Q2 2025 |
32,254
shares
|
$1.64 Million
0.4% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
31,560
shares
|
$1.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Aug 11, 2025 Q2 2025 |
31,394
shares
|
$1.59 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.04%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
30,681
shares
|
$1.56 Million
1.0% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
30,469
shares
|
$1.54 Million
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jul 15, 2025 Q2 2025 |
29,721
shares
|
$1.51 Million
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
29,154
shares
|
$1.48 Million
0.44% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
28,783
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
28,620
shares
|
$1.45 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
26,658
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 306.06%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
26,540
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Added 31.56%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
26,172
shares
|
$1.33 Million
0.1% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
25,600
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 7.81%
|