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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,317
shares
|
$316,860
0.0% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,064
shares
|
$304,170
0.01% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,063
shares
|
$304,120
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,979
shares
|
$299,906
0.17% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Madison Wealth Partners, Inc
|
Apr 22, 2025 Q1 2025 |
5,775
shares
|
$289,674
0.08% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,694
shares
|
$285,611
0.0% of portfolio
|
Q1 2025
Added 20.38%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,636
shares
|
$282,701
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
5,600
shares
|
$280,896
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
5,570
shares
|
$279,391
0.27% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Watchman Group, Inc.
Plano, TX |
May 13, 2025 Q1 2025 |
5,540
shares
|
$277,886
0.09% of portfolio
|
Q3 2024
Reduced 55.69%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
5,539
shares
|
$277,836
0.02% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,408
shares
|
$271,265
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
May 13, 2025 Q1 2025 |
5,260
shares
|
$263,841
0.35% of portfolio
|
Q1 2025
Reduced 35.9%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,203
shares
|
$260,982
0.0% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
5,100
shares
|
$255,815
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
5,056
shares
|
$253,608
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
4,881
shares
|
$244,830
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
4,720
shares
|
$236,755
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
4,613
shares
|
$231,388
0.02% of portfolio
|
Q1 2025
Reduced 72.2%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
4,271
shares
|
$214,233
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
4,141
shares
|
$207,712
0.05% of portfolio
|
Q1 2025
Reduced 28.68%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
4,107
shares
|
$206,007
0.27% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sollinda Capital Management LLC
Hickory, NC |
Apr 25, 2025 Q1 2025 |
4,060
shares
|
$203,649
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
4,013
shares
|
$201,292
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,600
shares
|
$180,576
0.0% of portfolio
|
Q1 2025
New holding
|