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 179 institutions that hold shares in the stock, with a total of 10.9 Million shares, which have been reported (via 13F filing form) to have a value of $547 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
10,867
shares
|
$543,784
0.46% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
10,539
shares
|
$527,371
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
10,510
shares
|
$525,920
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
10,508
shares
|
$525,820
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,506
shares
|
$525,720
0.0% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Feb 13, 2025 Q4 2024 |
10,095
shares
|
$505,153
0.06% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
9,300
shares
|
$465,372
0.0% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 13, 2025 Q4 2024 |
8,858
shares
|
$443,254
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
8,780
shares
|
$439,351
0.0% of portfolio
|
Q4 2024
Reduced 33.61%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
8,779
shares
|
$439,301
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
8,633
shares
|
$431,995
0.03% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
8,507
shares
|
$425,690
0.04% of portfolio
|
Q4 2024
Reduced 17.09%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Feb 14, 2025 Q4 2024 |
8,206
shares
|
$410,628
0.12% of portfolio
|
Q4 2024
Added 58.94%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,055
shares
|
$403,072
0.04% of portfolio
|
Q1 2023
Added 5.05%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
7,870
shares
|
$393,814
0.38% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
7,657
shares
|
$383,156
0.33% of portfolio
|
Q4 2024
Added 116.73%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
7,554
shares
|
$378,002
0.34% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
7,210
shares
|
$360,788
0.15% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
7,053
shares
|
$352,932
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
7,014
shares
|
$350,980
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,882
shares
|
$344,375
0.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Madison Wealth Partners, Inc
|
Feb 10, 2025 Q4 2024 |
6,608
shares
|
$330,664
0.1% of portfolio
|
Q4 2024
Reduced 11.82%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
6,600
shares
|
$330,264
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
6,063
shares
|
$303,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$300,240
0.03% of portfolio
|
Q3 2024
Added 71.43%
|