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 |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
810
shares
|
$40,840
0.0% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
798
shares
|
$40,235
0.0% of portfolio
|
Q4 2024
Added 50.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
794
shares
|
$40,033
0.0% of portfolio
|
Q3 2025
Added 2306.06%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
740
shares
|
$37,310
0.0% of portfolio
|
Q3 2025
Added 186.82%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
700
shares
|
$35,294
0.0% of portfolio
|
Q2 2023
Added 118.75%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
695
shares
|
$35,041
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
640
shares
|
$32,268
0.01% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
622
shares
|
$31,361
0.0% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
551
shares
|
$27,781
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
472
shares
|
$23,798
0.0% of portfolio
|
Q4 2023
Added 1.29%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Nov 04, 2025 Q3 2025 |
268
shares
|
$13,512
0.0% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
250
shares
|
$12,605
0.0% of portfolio
|
Q1 2022
Reduced 34.21%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
237
shares
|
$11,949
0.0% of portfolio
|
Q2 2025
Reduced 12.87%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
150
shares
|
$7,563
0.0% of portfolio
|
Q3 2025
Reduced 68.35%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
134
shares
|
$6,756
0.0% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
117
shares
|
$5,899
0.0% of portfolio
|
Q3 2025
Reduced 11.36%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
110
shares
|
$5,546
0.0% of portfolio
|
Q3 2025
Reduced 93.59%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
101
shares
|
$5,092
0.0% of portfolio
|
Q3 2025
Reduced 24.06%
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
50
shares
|
$2,521
0.0% of portfolio
|
Q4 2022
Reduced 88.24%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|