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 |
|---|---|---|---|---|---|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
5,607
shares
|
$282,704
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Watchman Group, Inc.
Plano, TX |
Nov 13, 2025 Q3 2025 |
5,540
shares
|
$279,326
0.08% of portfolio
|
Q3 2024
Reduced 55.69%
|
|
|
Private Wealth Group, LLC
|
Oct 22, 2025 Q3 2025 |
5,528
shares
|
$278,721
0.14% of portfolio
|
Q3 2025
Reduced 26.67%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,142
shares
|
$259,259
0.0% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
5,100
shares
|
$257,142
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Rockport Wealth LLC
Fairview Park, OH |
Oct 31, 2025 Q3 2025 |
5,000
shares
|
$252,100
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
5,000
shares
|
$252,100
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
4,929
shares
|
$248,520
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,754
shares
|
$239,696
0.0% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
4,500
shares
|
$226,890
0.14% of portfolio
|
Q2 2025
Reduced 19.64%
|
|
|
Madison Wealth Partners, Inc
|
Nov 12, 2025 Q3 2025 |
4,477
shares
|
$225,730
0.05% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
4,013
shares
|
$202,335
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
4,009
shares
|
$202,133
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,418
shares
|
$172,335
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,300
shares
|
$166,386
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,863
shares
|
$144,352
0.0% of portfolio
|
Q3 2024
Reduced 94.98%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,368
shares
|
$119,394
0.0% of portfolio
|
Q3 2025
Added 78.05%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
2,249
shares
|
$113,394
0.04% of portfolio
|
Q3 2025
Added 12.56%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
1,860
shares
|
$93,781
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
1,441
shares
|
$72,655
0.0% of portfolio
|
Q3 2025
Added 540.44%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
1,430
shares
|
$72,100
0.0% of portfolio
|
Q1 2023
Reduced 19.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,293
shares
|
$65,193
0.0% of portfolio
|
Q1 2025
Reduced 71.99%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
989
shares
|
$49,865
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
842
shares
|
$42,453
0.04% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
815
shares
|
$41,092
0.0% of portfolio
|
Q2 2020
Reduced 34.26%
|
|