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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
90,789
shares
|
$4.58 Million
0.03% of portfolio
|
Q3 2025
Added 7.4%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
90,471
shares
|
$4.56 Million
2.47% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
90,270
shares
|
$4.55 Million
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
88,489
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Crumly & Associates Inc.
|
Nov 03, 2025 Q3 2025 |
88,450
shares
|
$4.46 Million
1.21% of portfolio
|
Q3 2025
Added 28.22%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
73,206
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2025 Q3 2025 |
72,517
shares
|
$3.66 Million
0.07% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
69,787
shares
|
$3.52 Million
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
69,628
shares
|
$3.51 Million
0.56% of portfolio
|
Q2 2025
Reduced 7.63%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 21, 2025 Q3 2025 |
68,016
shares
|
$3.43 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
67,179
shares
|
$3.39 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.17%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
66,928
shares
|
$3.37 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Oct 31, 2025 Q3 2025 |
64,077
shares
|
$3.23 Million
0.84% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
Oct 22, 2025 Q3 2025 |
63,063
shares
|
$3.18 Million
2.09% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
59,997
shares
|
$3.03 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
54,781
shares
|
$2.76 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
53,436
shares
|
$2.69 Million
0.63% of portfolio
|
Q3 2025
Reduced 26.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
53,027
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
50,739
shares
|
$2.56 Million
0.0% of portfolio
|
Q3 2025
Added 17.12%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2025 Q3 2025 |
49,547
shares
|
$2.5 Million
0.24% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
48,316
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
47,712
shares
|
$2.41 Million
4.25% of portfolio
|
Q3 2025
Added 12.69%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
46,258
shares
|
$2.33 Million
0.3% of portfolio
|
Q3 2025
Added 13.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
42,308
shares
|
$2.13 Million
0.05% of portfolio
|
Q2 2024
Added 448.88%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
41,349
shares
|
$2.08 Million
0.01% of portfolio
|
Q2 2025
Added 19.39%
|
|