PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q2 2026 (June 30)202holders +6
20new positions
14sold out
1famous investor
$50.50avg. 13F price*
At the end of Q2 2026, 202 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings, up 6 from Q1 2026. 20 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($180.4M), Captrust Financial Advisors ($69.2M) and Bank of America Corp. ($64.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO SHRT TRM Muni BND ETF
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $21.3M |
| Exits | 14 | $10.6M |
All 13F filers, Q1 2026 → Q2 2026: 1,933,595 shares bought and 652,627 shares sold, net +1,280,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 202 holders
| Morgan Stanley | 0.01% | Add +8.6% | 3,573,247 | $180.4M |
| Captrust Financial Advisors | 0.11% | Add +18.3% | 1,370,095 | $69.2M |
| Bank of America Corp. | 0.00% | Add +10.9% | 1,282,365 | $64.8M |
| Stonebridge Financial Group, LLC | 4.03% | Reduce -0.5% | 1,050,787 | $53.1M |
| Cetera Investment Advisers | 0.03% | Reduce -4.3% | 612,120 | $30.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.7% | 606,473 | $30.6M |
| LPL Financial LLC | 0.01% | Add +9.2% | 599,248 | $30.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -0.3% | 495,505 | $25.0M |
| Raymond James Financial Inc. | 0.01% | Add +34.4% | 427,458 | $21.6M |
| Biltmore Wealth Management, LLC | 6.69% | Add +1.4% | 424,580 | $21.4M |
| John A. Wolfe & Associates, Inc. | 28.06% | Add +11.4% | 403,445 | $20.4M |
| Osaic Holdings, Inc. | 0.02% | Add +3.2% | 402,335 | $20.3M |
| TD Capital Management LLC | 1.66% | Reduce -0.2% | 401,878 | $20.3M |
| Wells Fargo & Company | 0.00% | Add +37.1% | 380,329 | $19.2M |
| Condor Capital Management | 1.02% | Add +0.2% | 268,866 | $13.6M |
| Stifel Financial Corp. | 0.01% | Add +31.7% | 233,000 | $11.8M |
| Sagespring Wealth Partners, LLC | 0.16% | Reduce -22.1% | 207,752 | $10.5M |
| Kelman-Lazarov, Inc. | 1.14% | Add +7.0% | 172,326 | $8.7M |
| Axxcess Wealth Management, LLC | 0.14% | New | 172,039 | $8.7M |
| Websterrogers Financial Advisors, LLC | 2.09% | Add +0.4% | 161,569 | $8.2M |
| Vise Technologies, Inc. | 0.09% | Add +6.6% | 157,391 | $7.9M |
| Capital Asset Advisory Services LLC | 0.29% | Reduce -7.0% | 157,016 | $7.9M |
| Odyssey Group, LLC | 2.04% | — | 149,344 | $7.5M |
| Integrated Wealth Concepts LLC | 0.05% | Add +6.9% | 142,007 | $7.2M |
| Quotient Wealth Partners, LLC | 0.17% | Add +4.3% | 139,502 | $7.0M |
| Allworth Financial LP | 0.03% | Reduce -0.1% | 132,622 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.8% | 127,653 | $6.4M |
| Crumly & Associates Inc. | 1.20% | Add +18.3% | 124,280 | $6.3M |
| Optimus Capital Advisors, LLC | 2.96% | Add +5.7% | 109,261 | $5.5M |
| MAI Capital Management | 0.02% | Add +6.0% | 104,708 | $5.3M |
| NewEdge Advisors, LLC | 0.02% | Add +11.5% | 102,358 | $5.2M |
| HighPoint Advisor Group LLC | 0.17% | Reduce -25.7% | 97,181 | $4.9M |
| MBM Wealth Consultants, LLC | 0.90% | Add +15.6% | 92,079 | $4.6M |
| Gateway Wealth Partners, LLC | 0.24% | Reduce -53.7% | 80,456 | $4.1M |
| ABLE Financial Group, LLC | 0.65% | Add +26.2% | 77,211 | $3.9M |
| Summit Financial, LLC | 0.04% | Add +42.0% | 75,833 | $3.8M |
| CarsonAllaria Wealth Management, Ltd. | 1.66% | Reduce -20.1% | 75,773 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +25.8% | 73,062 | $3.7M |
| YHB Investment Advisors, Inc. | 0.22% | Add +17.2% | 67,612 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +34.6% | 66,901 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +1071.3% | 66,002 | $3.3M |
| Milestone Investment Advisors LLC | 0.72% | Add +0.3% | 66,000 | $3.3M |
| Certified Advisory Corp | 0.26% | Add +18.0% | 65,011 | $3.3M |
| Waverly Advisors, LLC | 0.02% | Add +32.6% | 61,587 | $3.1M |
| Sittner & Nelson, LLC | 0.96% | Reduce -28.0% | 60,118 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.9% | 57,439 | $2.9M |
| CFS Investment Advisory Services, LLC | 0.19% | Reduce -0.3% | 56,772 | $2.9M |
| DAVENPORT & Co LLC | 0.01% | Add +26.3% | 56,425 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +9.5% | 52,465 | $2.6M |
| Stokes Capital Advisors, LLC | 0.54% | Add +25.0% | 50,000 | $2.5M |
| UBS Group AG | 0.00% | Add +1.0% | 49,178 | $2.5M |
| Westside Investment Management, Inc. | 0.32% | Reduce -6.7% | 48,740 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -8.3% | 48,442 | $2.4M |
| GeoWealth Management, LLC | 0.08% | Add +101.2% | 48,266 | $2.4M |
| Inspire Advisors, LLC | 0.16% | Add +15.5% | 44,481 | $2.2M |
| Davis R M Inc. | 0.03% | Add +8.2% | 43,341 | $2.2M |
| Equitable Holdings, Inc. | 0.01% | Add +12.2% | 42,892 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +16.2% | 42,801 | $2.2M |
| Farther Finance Advisors, LLC | 0.02% | Add +21.6% | 42,031 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.24% | Add +1.4% | 42,108 | $2.1M |
| MML Investors Services, LLC | 0.00% | Add +59.4% | 41,856 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.41% | Add +28.2% | 40,993 | $2.1M |
| PAX Financial Group, LLC | 0.30% | Add +0.3% | 40,249 | $2.0M |
| RFG Advisory, LLC | 0.03% | Add +65.5% | 36,522 | $1.8M |
| Summit Financial Strategies, Inc. | 0.13% | Reduce -1.2% | 35,514 | $1.8M |
| LifeWealth Investments, LLC | 0.47% | No change | 35,056 | $1.8M |
| IAM Advisory, LLC | 0.34% | Add +0.8% | 34,770 | $1.8M |
| Rockport Wealth LLC | 0.29% | Add +104.9% | 34,470 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -4.1% | 34,165 | $1.7M |
| HighTower Advisors, LLC | 0.00% | Add +20.9% | 33,956 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.9% | 33,895 | $1.7M |
| Smith Partners Wealth Management, LLC | 1.31% | Add +57.5% | 32,712 | $1.7M |
| Lakeridge Wealth Management LLC | 0.59% | No change | 31,610 | $1.6M |
| HB Wealth Management, LLC | 0.01% | New | 30,217 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +21.2% | 29,336 | $1.5M |
| Citadel Advisors | 0.00% | Add +30.2% | 29,333 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.27% | New | 27,740 | $1.4M |
| Syntegra Private Wealth Group, LLC | 0.11% | New | 27,547 | $1.4M |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -13.8% | 27,238 | $1.4M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -13.8% | 27,238 | $1.4M |
| Ehrlich Financial Group | 0.70% | Reduce -18.7% | 26,920 | $1.4M |
| StoneCrest Wealth Management, Inc. | 0.43% | No change | 26,707 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +27.2% | 26,671 | $1.3M |
| NewSquare Capital LLC | 0.10% | Add +2.2% | 25,786 | $1.3M |
| Premier Path Wealth Partners, LLC | 0.15% | Add +16.2% | 25,705 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +9.9% | 24,767 | $1.3M |
| Main Line Retirement Advisors, LLC | 0.55% | Add +1.5% | 23,650 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.5% | 23,589 | $1.2M |
| MBL Wealth, LLC | 0.07% | Reduce -0.5% | 21,662 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -9.8% | 20,898 | $1.1M |
| Triad Wealth Partners, LLC | 0.06% | New | 20,912 | $1.0M |
| BCGM Wealth Management, LLC | 0.22% | Reduce -9.1% | 20,231 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -69.9% | 20,028 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.9% | 19,366 | $978K |
| Titleist Asset Management, LLC | 0.06% | Add +4.3% | 19,070 | $963K |
| Natixis Advisors, LLC | 0.00% | Add +59.3% | 18,644 | $941K |
| Mercer Global Advisors Inc. | 0.00% | Add +43.1% | 18,477 | $933K |
| SFG Wealth Management, LLC. | 0.33% | New | 18,397 | $929K |
| Skyline Advisors, Inc. | 0.29% | Reduce -0.5% | 18,030 | $911K |
| Oak Wealth Advisors LLC | 0.43% | Add +0.1% | 17,811 | $899K |
"% of holder's portfolio" is SMMU's weight in each manager's 13F, not the share of PIMCO SHRT TRM Muni BND ETF the manager owns.