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 |
|---|---|---|---|---|---|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
12,901
shares
|
$654,080
0.2% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
12,757
shares
|
$646,779
0.04% of portfolio
|
Q2 2025
Reduced 8.87%
|
|
|
Kooman & Associates
Altoona, PA |
Jul 16, 2025 Q2 2025 |
12,500
shares
|
$633,750
0.21% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
12,440
shares
|
$630,708
0.0% of portfolio
|
Q2 2025
Added 41.69%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Aug 07, 2025 Q2 2025 |
12,429
shares
|
$630,150
0.45% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
11,918
shares
|
$604,242
0.54% of portfolio
|
Q2 2025
Added 9.33%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
11,860
shares
|
$601,302
0.01% of portfolio
|
Q2 2025
Reduced 15.9%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
10,656
shares
|
$540,259
0.08% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,247
shares
|
$519,522
0.02% of portfolio
|
Q2 2025
Reduced 7.88%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
9,969
shares
|
$505,428
0.02% of portfolio
|
Q2 2025
Added 10.42%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
9,956
shares
|
$504,769
0.05% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
9,722
shares
|
$492,905
0.11% of portfolio
|
Q2 2025
Reduced 11.96%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
8,552
shares
|
$433,586
0.04% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
8,481
shares
|
$429,986
0.29% of portfolio
|
Q2 2025
Added 11.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,359
shares
|
$423,801
0.0% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,311
shares
|
$421,367
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
8,182
shares
|
$414,827
0.01% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,055
shares
|
$408,388
0.04% of portfolio
|
Q1 2023
Added 5.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
8,000
shares
|
$405,600
0.04% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
7,755
shares
|
$393,178
0.33% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,539
shares
|
$382,227
0.2% of portfolio
|
Q2 2025
Reduced 13.67%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
7,187
shares
|
$364,380
0.21% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
7,157
shares
|
$362,859
0.2% of portfolio
|
Q2 2025
Added 35685.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,882
shares
|
$348,917
0.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
6,600
shares
|
$334,620
0.04% of portfolio
|
Q3 2022
New holding
|