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 179 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $547 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
35,633
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Added 56.11%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Feb 07, 2025 Q4 2024 |
34,919
shares
|
$1.75 Million
0.24% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
34,472
shares
|
$1.72 Million
0.44% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
34,141
shares
|
$1.71 Million
1.21% of portfolio
|
Q4 2024
Added 3.01%
|
|
|
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%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
33,204
shares
|
$1.66 Million
0.5% of portfolio
|
Q4 2024
Reduced 5.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
32,689
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.66%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
32,357
shares
|
$1.62 Million
0.07% of portfolio
|
Q4 2024
Added 62.17%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
32,349
shares
|
$1.62 Million
0.01% of portfolio
|
Q4 2024
Added 35.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
30,977
shares
|
$1.55 Million
0.0% of portfolio
|
Q4 2024
Added 22.76%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
30,548
shares
|
$1.53 Million
0.11% of portfolio
|
Q4 2024
Reduced 11.46%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,492
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Added 27.38%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
29,890
shares
|
$1.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
29,721
shares
|
$1.49 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
29,460
shares
|
$1.47 Million
0.12% of portfolio
|
Q4 2024
Added 58.56%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
29,150
shares
|
$1.46 Million
0.27% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
29,020
shares
|
$1.45 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.89%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
28,867
shares
|
$1.44 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
27,742
shares
|
$1.39 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
26,593
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
25,300
shares
|
$1.27 Million
0.38% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
25,181
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
23,650
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.21%
|