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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
6,525
shares
|
$330,817
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
6,175
shares
|
$313,072
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,038
shares
|
$306,126
0.01% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,979
shares
|
$303,135
0.17% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,948
shares
|
$301,563
0.0% of portfolio
|
Q2 2025
Added 14.32%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
5,702
shares
|
$289,091
0.06% of portfolio
|
Q2 2025
Added 37.7%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
5,639
shares
|
$285,897
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,636
shares
|
$285,745
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
5,613
shares
|
$284,579
0.01% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Watchman Group, Inc.
Plano, TX |
Aug 12, 2025 Q2 2025 |
5,540
shares
|
$280,878
0.09% of portfolio
|
Q3 2024
Reduced 55.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
5,521
shares
|
$279,914
0.0% of portfolio
|
Q2 2025
Reduced 71.26%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
5,430
shares
|
$275,301
0.0% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
5,100
shares
|
$258,570
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,056
shares
|
$256,339
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Aug 13, 2025 Q2 2025 |
5,000
shares
|
$253,500
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,746
shares
|
$240,622
0.0% of portfolio
|
Q2 2025
Reduced 16.65%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
4,626
shares
|
$234,538
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Madison Wealth Partners, Inc
|
Jul 29, 2025 Q2 2025 |
4,569
shares
|
$231,648
0.06% of portfolio
|
Q2 2025
Reduced 20.88%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Aug 04, 2025 Q2 2025 |
4,527
shares
|
$229,518
0.06% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
4,500
shares
|
$228,150
0.16% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
4,271
shares
|
$216,539
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
4,156
shares
|
$210,709
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Aug 07, 2025 Q2 2025 |
4,060
shares
|
$205,842
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
4,013
shares
|
$203,459
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
3,600
shares
|
$182,520
0.0% of portfolio
|
Q1 2025
New holding
|