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 152 institutions that hold shares in the stock, with a total of 9.01 Million shares, which have been reported (via 13F filing form) to have a value of $451 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iam Advisory, LLC
|
Oct 07, 2024 Q3 2024 |
34,224
shares
|
$1.72 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
|
$1.7 Million
0.43% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
33,144
shares
|
$1.66 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
33,144
shares
|
$1.66 Million
1.19% of portfolio
|
Q3 2024
Added 201.14%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
32,761
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.42%
|
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
31,745
shares
|
$1.59 Million
0.14% of portfolio
|
Q2 2024
Reduced 15.81%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
30,263
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
29,721
shares
|
$1.49 Million
1.09% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
29,326
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
26,542
shares
|
$1.33 Million
0.46% of portfolio
|
Q2 2024
Reduced 6.78%
|
|
|
Sage Rhino Capital LLC
|
Jul 30, 2024 Q2 2024 |
26,308
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
24,941
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
23,938
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 51.21%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
23,700
shares
|
$1.19 Million
0.14% of portfolio
|
Q2 2024
Added 6.04%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
23,464
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2024
Added 6.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
23,240
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2024
Added 4.47%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
22,825
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
22,589
shares
|
$1.13 Million
0.38% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
20,588
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
19,952
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Reduced 35.48%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
19,900
shares
|
$997,786
0.01% of portfolio
|
Q2 2024
Added 17.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
19,543
shares
|
$979,886
0.0% of portfolio
|
Q2 2024
Added 17.67%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
18,580
shares
|
$931,601
0.08% of portfolio
|
Q3 2024
Added 64.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
17,724
shares
|
$888,681
0.0% of portfolio
|
Q2 2024
Reduced 87.82%
|