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 |
|---|---|---|---|---|---|
|
Wright Fund Management, LLC
Santa Monica, CA |
Oct 20, 2025 Q3 2025 |
41,300
shares
|
$2.08 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Cmt
|
Jul 12, 2023 Q2 2023 |
41,277
shares
|
$2.08 Million
3.09% of portfolio
|
Q2 2023
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
40,047
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
39,884
shares
|
$2.01 Million
0.41% of portfolio
|
Q3 2025
Reduced 12.23%
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Nov 14, 2025 Q3 2025 |
38,646
shares
|
$1.95 Million
0.49% of portfolio
|
Q3 2025
Added 18.99%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
38,562
shares
|
$1.94 Million
0.22% of portfolio
|
Q4 2023
Added 31.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
38,260
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Added 207.56%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
36,795
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Added 38.64%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
35,294
shares
|
$1.78 Million
0.67% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
35,139
shares
|
$1.77 Million
0.05% of portfolio
|
Q3 2025
Added 8.72%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Oct 20, 2025 Q3 2025 |
35,056
shares
|
$1.77 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
35,040
shares
|
$1.77 Million
0.04% of portfolio
|
Q3 2025
Reduced 11.77%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
34,120
shares
|
$1.72 Million
0.21% of portfolio
|
Q3 2025
Reduced 62.11%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
33,851
shares
|
$1.71 Million
0.43% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
32,589
shares
|
$1.64 Million
0.02% of portfolio
|
Q3 2025
Reduced 26.66%
|
|
|
Inspire Advisors, LLC
Meridian, ID |
Oct 29, 2025 Q3 2025 |
32,479
shares
|
$1.64 Million
0.18% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Iam Advisory, LLC
|
Oct 20, 2025 Q3 2025 |
32,463
shares
|
$1.64 Million
0.38% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
32,154
shares
|
$1.62 Million
0.44% of portfolio
|
Q3 2025
Added 10.29%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
31,560
shares
|
$1.59 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
31,052
shares
|
$1.57 Million
0.0% of portfolio
|
Q3 2025
Reduced 26.47%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
30,142
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
30,001
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 82.29%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
29,660
shares
|
$1.5 Million
0.89% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 22, 2025 Q3 2025 |
29,185
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2025
Added 19.98%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
28,909
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2025
Added 12.93%
|
|