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 195 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $919 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
28,620
shares
|
$1.44 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
28,094
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
27,586
shares
|
$1.39 Million
0.1% of portfolio
|
Q3 2025
Added 5.4%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
26,985
shares
|
$1.36 Million
0.01% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 23, 2025 Q3 2025 |
25,718
shares
|
$1.3 Million
0.57% of portfolio
|
Q3 2025
Reduced 13.47%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
25,100
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 82.13%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
25,059
shares
|
$1.26 Million
0.07% of portfolio
|
Q3 2025
Added 12.63%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
24,600
shares
|
$1.24 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
24,600
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
23,963
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2025
Reduced 33.09%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
23,783
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
23,404
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Added 5.17%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
23,395
shares
|
$1.18 Million
0.41% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
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 |
Oct 16, 2025 Q3 2025 |
22,522
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
22,115
shares
|
$1.12 Million
0.32% of portfolio
|
Q3 2025
Reduced 9.26%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
21,199
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
20,289
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.88%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
20,134
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2025
Added 257.05%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
18,358
shares
|
$925,610
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
17,980
shares
|
$906,551
0.01% of portfolio
|
Q3 2025
Added 191.17%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
17,511
shares
|
$882,904
0.21% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
16,745
shares
|
$844,282
0.01% of portfolio
|
Q3 2025
Reduced 16.16%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Oct 24, 2025 Q3 2025 |
16,127
shares
|
$813,123
0.47% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,865
shares
|
$799,913
0.02% of portfolio
|
Q3 2025
Reduced 2.82%
|
|