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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
2,863
shares
|
$143,608
0.0% of portfolio
|
Q3 2024
Reduced 94.98%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
2,588
shares
|
$129,814
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
2,162
shares
|
$108,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,715
shares
|
$86,024
0.0% of portfolio
|
Q1 2025
Added 193.16%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
1,430
shares
|
$71,728
0.0% of portfolio
|
Q1 2023
Reduced 19.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,293
shares
|
$64,856
0.0% of portfolio
|
Q1 2025
Reduced 71.99%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
1,189
shares
|
$59,640
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
989
shares
|
$49,608
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
842
shares
|
$42,234
0.04% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
815
shares
|
$40,880
0.0% of portfolio
|
Q2 2020
Reduced 34.26%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
798
shares
|
$40,027
0.0% of portfolio
|
Q4 2024
Added 50.57%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
700
shares
|
$35,112
0.01% of portfolio
|
Q2 2023
Added 118.75%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
614
shares
|
$30,798
0.0% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
474
shares
|
$23,775
0.0% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
472
shares
|
$23,675
0.0% of portfolio
|
Q4 2023
Added 1.29%
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 14, 2025 Q1 2025 |
426
shares
|
$21,368
0.01% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
288
shares
|
$14,446
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
283
shares
|
$14,195
0.0% of portfolio
|
Q1 2025
Reduced 73.87%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
275
shares
|
$13,793
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
272
shares
|
$13,643
0.0% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
255
shares
|
$12,790
0.0% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$12,540
0.0% of portfolio
|
Q1 2022
Reduced 34.21%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
225
shares
|
$11,286
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
141
shares
|
$7,072
0.0% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
132
shares
|
$6,621
0.0% of portfolio
|
Q4 2024
New holding
|