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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,394
shares
|
$172,075
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,863
shares
|
$145,154
0.0% of portfolio
|
Q3 2024
Reduced 94.98%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
2,588
shares
|
$131,211
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
1,998
shares
|
$101,298
0.04% of portfolio
|
Q2 2025
Added 68.04%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,715
shares
|
$86,950
0.0% of portfolio
|
Q1 2025
Added 193.16%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
1,620
shares
|
$82,134
0.0% of portfolio
|
Q2 2025
Reduced 25.07%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,430
shares
|
$72,501
0.0% of portfolio
|
Q1 2023
Reduced 19.35%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,330
shares
|
$67,431
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,293
shares
|
$65,555
0.0% of portfolio
|
Q1 2025
Reduced 71.99%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
989
shares
|
$50,142
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
842
shares
|
$42,689
0.04% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
815
shares
|
$41,320
0.0% of portfolio
|
Q2 2020
Reduced 34.26%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
798
shares
|
$40,458
0.0% of portfolio
|
Q4 2024
Added 50.57%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
700
shares
|
$35,490
0.01% of portfolio
|
Q2 2023
Added 118.75%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
690
shares
|
$34,983
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
618
shares
|
$31,332
0.0% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
579
shares
|
$29,355
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
474
shares
|
$24,031
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
472
shares
|
$23,930
0.0% of portfolio
|
Q4 2023
Added 1.29%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
302
shares
|
$15,311
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
283
shares
|
$14,348
0.0% of portfolio
|
Q1 2025
Reduced 73.87%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
270
shares
|
$13,689
0.0% of portfolio
|
Q2 2025
Reduced 1.82%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
258
shares
|
$13,080
0.0% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$12,675
0.0% of portfolio
|
Q1 2022
Reduced 34.21%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
237
shares
|
$12,015
0.0% of portfolio
|
Q2 2025
Reduced 12.87%
|