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 |
|---|---|---|---|---|---|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
25,376
shares
|
$1.29 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Bcgm Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
24,372
shares
|
$1.24 Million
0.38% of portfolio
|
Q2 2025
Reduced 8.28%
|
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
24,324
shares
|
$1.23 Million
0.12% of portfolio
|
Q2 2025
Added 42.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,533
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
22,422
shares
|
$1.14 Million
0.12% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
22,253
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 55.83%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
22,248
shares
|
$1.13 Million
0.07% of portfolio
|
Q2 2025
Reduced 40.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,329
shares
|
$1.08 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
21,184
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 85.01%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
20,035
shares
|
$1.02 Million
0.25% of portfolio
|
Q1 2025
Added 33.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19,973
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Jul 15, 2025 Q2 2025 |
16,623
shares
|
$842,786
0.53% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
16,458
shares
|
$834,420
0.01% of portfolio
|
Q2 2025
Added 20.55%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
16,325
shares
|
$827,677
0.02% of portfolio
|
Q2 2025
Added 16729.9%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
15,138
shares
|
$767,496
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
15,032
shares
|
$762,122
0.09% of portfolio
|
Q2 2025
Added 5.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,644
shares
|
$742,450
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,495
shares
|
$734,896
0.55% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
14,029
shares
|
$711,270
0.43% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
13,934
shares
|
$706,453
0.06% of portfolio
|
Q2 2025
Added 202.06%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
13,872
shares
|
$703,310
0.07% of portfolio
|
Q2 2025
Added 32.89%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,781
shares
|
$698,696
0.0% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
13,579
shares
|
$688,455
0.15% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13,400
shares
|
$679,380
0.06% of portfolio
|
Q2 2025
Added 41.28%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
13,184
shares
|
$668,428
0.09% of portfolio
|
Q4 2022
New holding
|