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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
8,552
shares
|
$431,191
0.03% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
8,281
shares
|
$417,528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
8,177
shares
|
$412,284
0.0% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
8,095
shares
|
$408,149
0.01% of portfolio
|
Q3 2025
Added 89.53%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
8,062
shares
|
$406,486
0.01% of portfolio
|
Q3 2025
Reduced 32.02%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
8,055
shares
|
$406,133
0.04% of portfolio
|
Q1 2023
Added 5.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$403,360
0.03% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
7,998
shares
|
$403,259
0.01% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
7,583
shares
|
$382,334
0.3% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
7,562
shares
|
$381,276
0.25% of portfolio
|
Q3 2025
Reduced 10.84%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Nov 06, 2025 Q3 2025 |
7,405
shares
|
$373,360
0.25% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Elequin Capital LP
New York, NY |
Nov 14, 2025 Q3 2025 |
7,222
shares
|
$364,133
0.03% of portfolio
|
Q3 2025
Reduced 84.11%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
7,187
shares
|
$362,368
0.2% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
7,095
shares
|
$357,729
0.05% of portfolio
|
Q3 2025
Added 53.37%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
6,882
shares
|
$346,990
0.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
6,600
shares
|
$332,772
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,480
shares
|
$326,721
0.0% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,151
shares
|
$310,133
0.01% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
6,120
shares
|
$308,570
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
6,021
shares
|
$303,578
0.16% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
5,922
shares
|
$298,587
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
5,796
shares
|
$292,234
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Oct 30, 2025 Q3 2025 |
5,682
shares
|
$286,486
0.06% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
5,659
shares
|
$285,326
0.0% of portfolio
|
Q2 2025
Reduced 71.26%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
5,636
shares
|
$284,167
0.28% of portfolio
|
Q4 2024
New holding
|
|