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 |
|---|---|---|---|---|---|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
17,451
shares
|
$874,993
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
16,497
shares
|
$827,159
0.05% of portfolio
|
Q3 2024
Added 27.57%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
15,000
shares
|
$752,100
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
14,575
shares
|
$730,790
0.31% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
14,569
shares
|
$730,489
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
13,417
shares
|
$672,728
0.25% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
13,386
shares
|
$671,174
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
13,224
shares
|
$663,051
0.0% of portfolio
|
Q2 2024
Reduced 24.86%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
13,184
shares
|
$661,045
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
12,982
shares
|
$650,917
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 14, 2024 Q2 2024 |
12,503
shares
|
$626,900
0.22% of portfolio
|
Q3 2023
Added 8.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
12,265
shares
|
$614,967
0.0% of portfolio
|
Q2 2024
Added 1.23%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
11,077
shares
|
$555,400
0.16% of portfolio
|
Q3 2024
Added 57.08%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
10,938
shares
|
$548,431
0.01% of portfolio
|
Q2 2024
Reduced 39.39%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
10,831
shares
|
$543,066
0.04% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
10,261
shares
|
$514,486
0.05% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
10,104
shares
|
$506,614
0.0% of portfolio
|
Q3 2024
Added 8.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
9,773
shares
|
$490,018
0.0% of portfolio
|
Q2 2024
Added 0.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,679
shares
|
$485,305
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
8,998
shares
|
$451,159
0.06% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
8,870
shares
|
$444,741
0.42% of portfolio
|
Q3 2024
Added 20.35%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
8,574
shares
|
$429,900
0.0% of portfolio
|
Q2 2024
Added 3.61%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 08, 2024 Q2 2024 |
8,553
shares
|
$428,847
0.38% of portfolio
|
Q2 2024
Added 15.64%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,428
shares
|
$422,579
0.03% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,055
shares
|
$403,877
0.04% of portfolio
|
Q1 2023
Added 5.05%
|