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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
2,588
shares
|
$129,503
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
2,162
shares
|
$108,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,975
shares
|
$98,829
0.22% of portfolio
|
Q2 2023
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,430
shares
|
$71,557
0.0% of portfolio
|
Q1 2023
Reduced 19.35%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,083
shares
|
$54,193
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
989
shares
|
$49,489
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
842
shares
|
$42,133
0.04% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
821
shares
|
$41,082
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
815
shares
|
$40,782
0.0% of portfolio
|
Q2 2020
Reduced 34.26%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
798
shares
|
$39,931
0.0% of portfolio
|
Q4 2024
Added 50.57%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
700
shares
|
$35,028
0.01% of portfolio
|
Q2 2023
Added 118.75%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
641
shares
|
$32,075
0.0% of portfolio
|
Q4 2024
Added 26.93%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
609
shares
|
$30,474
0.0% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
585
shares
|
$29,273
0.0% of portfolio
|
Q1 2024
Reduced 67.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
473
shares
|
$23,668
0.0% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
472
shares
|
$23,618
0.0% of portfolio
|
Q4 2023
Added 1.29%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Feb 13, 2025 Q4 2024 |
423
shares
|
$21,166
0.01% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
328
shares
|
$16,413
0.0% of portfolio
|
Q2 2024
Reduced 89.72%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Feb 03, 2025 Q4 2024 |
273
shares
|
$13,660
0.0% of portfolio
|
Q4 2024
Added 18.18%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$12,510
0.0% of portfolio
|
Q1 2022
Reduced 34.21%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
243
shares
|
$12,159
0.0% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
225
shares
|
$11,259
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
143
shares
|
$7,155
0.0% of portfolio
|
Q4 2024
Reduced 99.59%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
107
shares
|
$5,354
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
97
shares
|
$4,853
0.0% of portfolio
|
Q2 2024
Reduced 65.11%
|