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 169 institutions that hold shares in the stock, with a total of 10.2 Million shares, which have been reported (via 13F filing form) to have a value of $510 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
21,927
shares
|
$1.1 Million
0.25% of portfolio
|
Q3 2024
Reduced 16.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
20,871
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 31.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
20,588
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Reduced 16.95%
|
|
|
Econ Financial Services Corp
|
Jan 27, 2025 Q4 2024 |
19,561
shares
|
$978,636
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
17,497
shares
|
$875,374
0.43% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
16,593
shares
|
$830,147
0.05% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
16,015
shares
|
$801,230
0.27% of portfolio
|
Q4 2024
Reduced 29.1%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,856
shares
|
$793,275
0.0% of portfolio
|
Q3 2024
Added 84.93%
|
|
|
Fortress Wealth Management, Inc.
|
Jan 22, 2025 Q4 2024 |
15,450
shares
|
$772,963
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
15,058
shares
|
$753,351
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
15,000
shares
|
$750,450
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,164
shares
|
$708,624
0.01% of portfolio
|
Q3 2024
Added 29.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
14,019
shares
|
$701,370
0.0% of portfolio
|
Q3 2024
Reduced 20.9%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
13,738
shares
|
$687,312
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kooman & Associates
Altoona, PA |
Oct 24, 2024 Q3 2024 |
13,417
shares
|
$671,252
0.25% of portfolio
|
Q3 2024
Reduced 7.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
13,224
shares
|
$661,596
0.0% of portfolio
|
Q2 2024
Reduced 24.86%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
13,184
shares
|
$659,595
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,544
shares
|
$627,576
0.03% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
12,455
shares
|
$623,123
0.07% of portfolio
|
Q4 2024
Added 38.42%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
11,491
shares
|
$574,894
0.05% of portfolio
|
Q4 2024
Added 6.09%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
11,219
shares
|
$561,286
0.0% of portfolio
|
Q4 2024
Added 11.04%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
11,143
shares
|
$557,484
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Oct 30, 2024 Q3 2024 |
11,077
shares
|
$554,182
0.16% of portfolio
|
Q3 2024
Added 57.08%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Jan 30, 2025 Q4 2024 |
10,867
shares
|
$543,676
0.46% of portfolio
|
Q4 2024
Added 19.72%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
10,539
shares
|
$527,266
0.06% of portfolio
|
Q4 2024
New holding
|