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 181 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 $546 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
77,879
shares
|
$3.89 Million
0.82% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
72,738
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
68,253
shares
|
$3.41 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Jan 17, 2025 Q4 2024 |
64,979
shares
|
$3.25 Million
2.19% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
64,378
shares
|
$3.22 Million
0.99% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
62,828
shares
|
$3.14 Million
0.06% of portfolio
|
Q4 2022
Added 14.02%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
62,763
shares
|
$3.14 Million
0.16% of portfolio
|
Q4 2024
Added 151.65%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
62,538
shares
|
$3.13 Million
0.06% of portfolio
|
Q4 2024
Reduced 7.93%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
61,187
shares
|
$3.06 Million
0.9% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
60,864
shares
|
$3.04 Million
0.04% of portfolio
|
Q4 2024
Reduced 22.61%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
60,707
shares
|
$3.04 Million
0.08% of portfolio
|
Q4 2024
Added 143.45%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
59,448
shares
|
$2.97 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,027
shares
|
$2.65 Million
0.0% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
50,309
shares
|
$2.52 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
49,673
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
49,478
shares
|
$2.47 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
49,042
shares
|
$2.45 Million
0.04% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
47,962
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
47,340
shares
|
$2.37 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
46,382
shares
|
$2.32 Million
0.25% of portfolio
|
Q4 2024
Added 10.47%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
45,758
shares
|
$2.29 Million
0.32% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,308
shares
|
$2.12 Million
0.05% of portfolio
|
Q2 2024
Added 448.88%
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
41,277
shares
|
$2.06 Million
3.09% of portfolio
|
Q2 2023
New holding
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jan 29, 2025 Q4 2024 |
40,665
shares
|
$2.03 Million
3.31% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
40,351
shares
|
$2.02 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.79%
|