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 158 institutions that hold shares in the stock, with a total of 9.47 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
8,779
shares
|
$438,072
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
8,428
shares
|
$420,557
0.03% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,055
shares
|
$401,944
0.04% of portfolio
|
Q1 2023
Added 5.05%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
7,870
shares
|
$392,713
0.38% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jan 23, 2025 Q4 2024 |
7,554
shares
|
$376,944
0.34% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
7,494
shares
|
$373,950
0.12% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
7,210
shares
|
$359,779
0.15% of portfolio
|
Q4 2024
Reduced 6.38%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
7,053
shares
|
$351,944
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
6,600
shares
|
$329,340
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
6,465
shares
|
$322,603
0.01% of portfolio
|
Q3 2024
Added 18.78%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
6,397
shares
|
$319,210
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
6,063
shares
|
$302,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
6,040
shares
|
$301,396
0.0% of portfolio
|
Q3 2024
Added 83.81%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
6,000
shares
|
$299,400
0.03% of portfolio
|
Q3 2024
Added 71.43%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
5,636
shares
|
$281,236
0.03% of portfolio
|
Q4 2023
Reduced 27.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,578
shares
|
$278,342
0.01% of portfolio
|
Q3 2024
Reduced 42.37%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 12, 2024 Q3 2024 |
5,540
shares
|
$276,446
0.08% of portfolio
|
Q3 2024
Reduced 55.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,387
shares
|
$268,811
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,201
shares
|
$259,529
0.01% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
Nov 13, 2024 Q3 2024 |
5,163
shares
|
$257,633
0.09% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
5,043
shares
|
$251,645
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
4,720
shares
|
$235,528
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
4,700
shares
|
$234,530
0.11% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Dean, Jacobson Financial Services, LLC
|
Jan 22, 2025 Q4 2024 |
4,503
shares
|
$224,699
0.17% of portfolio
|
Q4 2023
Reduced 31.97%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
4,428
shares
|
$220,957
0.01% of portfolio
|
Q3 2024
Added 23.58%
|