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 183 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $646 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
22,533
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
22,105
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
21,950
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
20,173
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
Added 79.81%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
20,035
shares
|
$1 Million
0.28% of portfolio
|
Q1 2025
Added 33.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19,973
shares
|
$1 Million
0.02% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
19,209
shares
|
$963,523
0.0% of portfolio
|
Q1 2025
Added 82.84%
|
|
|
Summit Financial Strategies, Inc.
|
May 12, 2025 Q1 2025 |
17,124
shares
|
$858,939
0.09% of portfolio
|
Q1 2025
Added 37.49%
|
|
|
Sage Rhino Capital LLC
|
Apr 30, 2025 Q1 2025 |
16,767
shares
|
$841,032
0.2% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Oak Wealth Advisors LLC
Northbrook, IL |
Apr 23, 2025 Q1 2025 |
16,623
shares
|
$833,809
0.62% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Total Clarity Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
16,015
shares
|
$803,312
0.28% of portfolio
|
Q4 2024
Reduced 29.1%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
14,644
shares
|
$734,543
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
14,280
shares
|
$716,284
0.0% of portfolio
|
Q1 2025
Added 1705.31%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
14,251
shares
|
$714,830
0.11% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
14,103
shares
|
$707,406
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
13,998
shares
|
$702,139
0.05% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Apr 24, 2025 Q1 2025 |
13,992
shares
|
$701,838
0.48% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Kooman & Associates
Altoona, PA |
May 02, 2025 Q1 2025 |
13,904
shares
|
$697,424
0.26% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
13,652
shares
|
$684,784
0.01% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
13,635
shares
|
$683,931
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
May 14, 2025 Q1 2025 |
13,603
shares
|
$682,326
0.57% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
13,386
shares
|
$671,441
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
13,184
shares
|
$661,309
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
11,918
shares
|
$597,806
0.54% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
11,801
shares
|
$591,938
0.47% of portfolio
|
Q1 2025
Added 12.3%
|