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 195 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $919 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,662,280
shares
|
$185 Million
0.01% of portfolio
|
Q3 2025
Added 10.55%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,098,196
shares
|
$55.4 Million
0.0% of portfolio
|
Q3 2025
Added 4.33%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
1,051,132
shares
|
$53 Million
4.68% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
958,785
shares
|
$48.3 Million
0.0% of portfolio
|
Q3 2025
Added 139.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
956,854
shares
|
$48.2 Million
0.1% of portfolio
|
Q3 2025
Added 82.58%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
791,572
shares
|
$39.9 Million
0.53% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
788,939
shares
|
$39.8 Million
0.07% of portfolio
|
Q3 2025
Reduced 6.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
735,625
shares
|
$37.1 Million
0.05% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
687,468
shares
|
$34.7 Million
0.1% of portfolio
|
Q3 2025
Added 27.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
558,429
shares
|
$28.2 Million
0.55% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
460,820
shares
|
$23.2 Million
0.01% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
398,373
shares
|
$20.1 Million
7.72% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
364,346
shares
|
$18.4 Million
1.7% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
301,616
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
288,131
shares
|
$14.5 Million
0.0% of portfolio
|
Q3 2025
Added 49.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
267,713
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Added 4.16%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
259,392
shares
|
$13.1 Million
1.11% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 10, 2025 Q3 2025 |
143,445
shares
|
$7.23 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
135,579
shares
|
$6.84 Million
0.01% of portfolio
|
Q3 2025
Added 16.89%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
134,812
shares
|
$6.8 Million
1.09% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Websterrogers Financial Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
132,968
shares
|
$6.7 Million
2.06% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
117,588
shares
|
$5.93 Million
0.13% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
117,588
shares
|
$5.93 Million
0.26% of portfolio
|
Q3 2025
Added 21.9%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
111,629
shares
|
$5.63 Million
0.03% of portfolio
|
Q3 2025
Added 14.02%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
97,553
shares
|
$4.92 Million
0.05% of portfolio
|
Q3 2025
Added 2247.28%
|
|