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 |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,124
shares
|
$557,979
0.02% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
11,043
shares
|
$553,916
0.2% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
10,583
shares
|
$530,843
0.08% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
10,439
shares
|
$523,620
0.06% of portfolio
|
Q1 2025
Added 3.41%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
10,411
shares
|
$522,215
0.06% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
9,485
shares
|
$475,767
0.04% of portfolio
|
Q1 2025
Reduced 62.33%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
9,028
shares
|
$452,844
0.03% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
8,983
shares
|
$450,587
0.03% of portfolio
|
Q1 2025
Reduced 56.26%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
8,780
shares
|
$440,404
0.0% of portfolio
|
Q4 2024
Reduced 33.61%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
8,733
shares
|
$438,047
0.26% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
8,522
shares
|
$427,463
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,442
shares
|
$423,450
0.0% of portfolio
|
Q1 2025
Reduced 9.23%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,073
shares
|
$404,941
0.01% of portfolio
|
Q1 2025
Added 62.89%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,055
shares
|
$404,038
0.04% of portfolio
|
Q1 2023
Added 5.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
8,000
shares
|
$401,280
0.04% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
7,705
shares
|
$386,482
0.35% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
7,588
shares
|
$380,614
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
7,554
shares
|
$378,908
0.38% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
7,139
shares
|
$358,092
0.23% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
7,014
shares
|
$351,822
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
6,882
shares
|
$345,201
0.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
6,850
shares
|
$343,596
0.15% of portfolio
|
Q1 2025
Added 45.74%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
6,600
shares
|
$331,056
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
6,565
shares
|
$329,300
0.0% of portfolio
|
Q1 2025
Added 32.98%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
6,520
shares
|
$327,043
0.0% of portfolio
|
Q1 2025
New holding
|