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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
15,311
shares
|
$771,980
0.09% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
15,208
shares
|
$766,787
0.01% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Nov 04, 2025 Q3 2025 |
14,068
shares
|
$709,308
0.38% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
13,927
shares
|
$702,199
0.14% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
13,904
shares
|
$701,039
0.06% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
13,493
shares
|
$680,317
0.05% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Kooman & Associates
Altoona, PA |
Oct 21, 2025 Q3 2025 |
13,196
shares
|
$665,342
0.21% of portfolio
|
Q3 2025
Added 5.57%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
13,184
shares
|
$664,737
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
12,912
shares
|
$651,023
0.0% of portfolio
|
Q3 2025
Reduced 11.83%
|
|
|
Total Clarity Wealth Management, Inc.
|
Nov 10, 2025 Q3 2025 |
12,901
shares
|
$650,468
0.18% of portfolio
|
Q2 2025
Reduced 19.44%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Oct 28, 2025 Q3 2025 |
12,871
shares
|
$648,955
0.51% of portfolio
|
Q3 2025
Reduced 11.2%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
12,672
shares
|
$638,922
0.51% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
12,199
shares
|
$615,073
0.04% of portfolio
|
Q3 2025
Reduced 4.37%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
12,173
shares
|
$613,762
0.01% of portfolio
|
Q3 2025
Reduced 42.54%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
11,528
shares
|
$581,241
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
11,501
shares
|
$579,880
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
11,028
shares
|
$556,031
0.03% of portfolio
|
Q3 2025
Added 118.12%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
10,738
shares
|
$541,409
0.02% of portfolio
|
Q3 2025
Added 7.71%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
10,730
shares
|
$541,006
0.07% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,729
shares
|
$540,956
0.02% of portfolio
|
Q3 2025
Added 31.13%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
10,192
shares
|
$513,880
0.05% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
9,881
shares
|
$498,200
0.09% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
9,783
shares
|
$493,258
0.02% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Nov 06, 2025 Q3 2025 |
9,055
shares
|
$456,553
0.38% of portfolio
|
Q3 2025
Reduced 27.15%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
9,002
shares
|
$453,880
0.01% of portfolio
|
Q3 2025
New holding
|
|