PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q1 2024 (March 31)137holders
$49.96avg. 13F price*
At the end of Q1 2024, 137 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings. The largest holders were Bank of America Corp. ($54.3M), Cwm, LLC ($42.7M) and Wealth Enhancement Advisory Services, LLC ($31.9M).
- Company
- PIMCO SHRT TRM Muni BND ETF
- Filed as
- PIMCO ETF TR (Q1 2024)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $31.6M |
| Exits | 10 | $9.5M |
Ownership 137 holders
| Bank of America Corp. | 0.01% | Reduce -0.8% | 1,088,615 | $54.3M |
| Cwm, LLC | 0.21% | Add +0.4% | 856,174 | $42.7M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +18.0% | 639,166 | $31.9M |
| Morgan Stanley | 0.00% | Reduce -4.2% | 604,913 | $30.2M |
| Cetera Investment Advisers | 0.05% | New | 407,501 | $20.3M |
| Biltmore Wealth Management, LLC | 8.78% | No change | 368,867 | $18.5M |
| Captrust Financial Advisors | 0.06% | Add +13.9% | 326,735 | $16.3M |
| Cerity Partners LLC | 0.03% | Reduce -4.4% | 260,066 | $13.0M |
| Condor Capital Management | 1.12% | Reduce -0.7% | 228,483 | $11.4M |
| Wells Fargo & Company | 0.00% | Reduce -2.2% | 202,718 | $10.1M |
| TD Capital Management LLC | 1.08% | Add +15.1% | 202,486 | $10.1M |
| LPL Financial LLC | 0.01% | Reduce -2.5% | 185,620 | $9.3M |
| Mercer Global Advisors Inc. | 0.02% | New | 145,487 | $7.3M |
| Websterrogers Financial Advisors, LLC | 2.10% | Add +9.5% | 118,204 | $5.9M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -6.5% | 106,605 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +10.0% | 102,068 | $5.1M |
| CarsonAllaria Wealth Management, Ltd. | 3.11% | Reduce -21.5% | 99,174 | $4.9M |
| Stifel Financial Corp. | 0.01% | Add +2.7% | 97,243 | $4.9M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +2.6% | 86,883 | $4.3M |
| Signet Financial Management, LLC | 0.60% | Add +2.8% | 86,807 | $4.3M |
| Westside Investment Management, Inc. | 0.98% | Reduce -7.1% | 79,850 | $4.1M |
| Davis R M Inc. | 0.08% | Reduce -10.4% | 74,525 | $3.7M |
| Kelman-Lazarov, Inc. | 0.73% | Add +8.2% | 74,475 | $3.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -74.7% | 67,645 | $3.4M |
| Crumly & Associates Inc. | 0.88% | Reduce -1.3% | 66,798 | $3.3M |
| MML Investors Services, LLC | 0.01% | Reduce -3.6% | 63,749 | $3.2M |
| Cedar Point Capital Partners, LLC | 2.36% | Add +6.9% | 62,267 | $3.1M |
| Bank of New York Mellon Corp | 0.00% | Add +8.0% | 62,227 | $3.1M |
| PAX Financial Group, LLC | 0.59% | Add +4.4% | 59,195 | $3.0M |
| IFP Advisors, Inc | 0.13% | Add +2.7% | 57,916 | $2.9M |
| ABLE Financial Group, LLC | 1.09% | Add +0.4% | 55,524 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -78.3% | 48,294 | $2.4M |
| Allworth Financial LP | 0.02% | Reduce -4.4% | 48,267 | $2.4M |
| Certified Advisory Corp | 0.33% | Add +6.3% | 46,708 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.38% | No change | 45,758 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -33.7% | 44,711 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -33.7% | 44,711 | $2.2M |
| Raymond James & Associates | 0.00% | Add +6.2% | 43,656 | $2.2M |
| Waverly Advisors, LLC | 0.05% | New | 42,695 | $2.1M |
| BCGM Wealth Management, LLC | 0.75% | Add +5.7% | 42,078 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -79.7% | 41,167 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +15.0% | 40,881 | $2.0M |
| Skyline Advisors, Inc. | 0.85% | Add +11.0% | 38,261 | $1.9M |
| LongView Wealth Management | 0.75% | No change | 37,902 | $1.9M |
| NewSquare Capital LLC | 0.17% | Reduce -2.5% | 37,705 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +112.2% | 37,668 | $1.9M |
| Inspire Advisors, LLC | 0.26% | Add +5.7% | 37,630 | $1.9M |
| Levy Wealth Management Group, LLC | 0.52% | No change | 37,225 | $1.9M |
| AE Wealth Management LLC | 0.02% | Reduce -1.3% | 34,520 | $1.7M |
| IAM Advisory, LLC | 0.45% | Add +84.4% | 32,822 | $1.6M |
| Cyndeo Wealth Partners, LLC | 0.13% | Reduce -8.3% | 30,633 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.9% | 30,215 | $1.5M |
| Garden State Investment Advisory Services LLC | 0.52% | Reduce -5.8% | 28,473 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 28,348 | $1.4M |
| Sage Rhino Capital LLC | 0.31% | Add +5.5% | 25,933 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +198.6% | 25,848 | $1.3M |
| Total Clarity Wealth Management, Inc. | 0.42% | Add +30.2% | 24,349 | $1.2M |
| MBL Wealth, LLC | 0.13% | Add +5.2% | 22,350 | $1.1M |
| Visionary Wealth Advisors | 0.07% | Add +24.4% | 22,245 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +68.6% | 22,135 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +19.7% | 18,047 | $901K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -4.8% | 17,598 | $878K |
| Premier Path Wealth Partners, LLC | 0.16% | New | 10,200 | $867K |
| Avantax Advisory Services, Inc. | 0.01% | Add +35.0% | 16,978 | $847K |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.4% | 16,609 | $829K |
| Tyler-Stone Wealth Management | 0.33% | Reduce -0.1% | 14,867 | $742K |
| Kooman & Associates | 0.28% | Add +3.5% | 13,635 | $680K |
| Virtue Capital Management, LLC | 0.12% | No change | 13,386 | $666K |
| Bedel Financial Consulting, Inc. | 0.10% | No change | 13,184 | $658K |
| YHB Investment Advisors, Inc. | 0.06% | No change | 12,845 | $641K |
| Watchman Group, Inc. | 0.19% | No change | 12,503 | $624K |
| NewEdge Advisors, LLC | 0.01% | Reduce -16.9% | 12,454 | $621K |
| Financial Advocates Investment Management | 0.04% | Add +0.8% | 12,154 | $606K |
| Baird Financial Group, Inc. | 0.00% | Add +2.9% | 12,116 | $605K |
| Farther Finance Advisors, LLC | 0.03% | New | 11,222 | $559K |
| AdvisorNet Financial, Inc | 0.05% | Add +2.8% | 10,505 | $524K |
| WBH Advisory Inc. | 0.05% | Add +2.8% | 10,261 | $512K |
| Greenleaf Trust | 0.00% | No change | 10,234 | $511K |
| Rehmann Capital Advisory Group | 0.04% | Add +1.4% | 9,761 | $487K |
| Royal Bank of Canada | 0.00% | Reduce -4.0% | 9,768 | $487K |
| Madison Wealth Partners, Inc | 0.17% | Reduce -0.7% | 9,239 | $461K |
| DAVENPORT & Co LLC | 0.00% | Add +27.7% | 9,039 | $451K |
| PFG Advisors | 0.03% | Add +1.9% | 8,499 | $424K |
| Comerica Bank | 0.00% | Add +7.8% | 8,275 | $413K |
| Williams & Novak, LLC | 0.44% | No change | 7,750 | $388K |
| Raymond James Trust N.A. | 0.01% | Add +19.5% | 7,708 | $385K |
| Capital Market Strategies LLC | 0.29% | Reduce -14.4% | 7,560 | $377K |
| Wintrust Investments LLC | 0.03% | Reduce -3.0% | 7,547 | $377K |
| Kuhn & Co Investment Counsel | 0.35% | Reduce -1.0% | 7,396 | $369K |
| Syverson Strege & Co | 0.13% | Reduce -4.3% | 7,066 | $353K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,600 | $329K |
| Good Life Advisors, LLC | 0.03% | Reduce -7.7% | 6,419 | $320K |
| Dynasty Wealth Management, LLC | 0.01% | — | 6,294 | $314K |
| Ehrlich Financial Group | 0.26% | Add +8.6% | 6,148 | $307K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +1.3% | 5,844 | $291K |
| First Heartland Consultants, Inc. | 0.03% | No change | 5,636 | $281K |
| Amplius Wealth Advisors, LLC | 0.03% | Reduce -36.7% | 5,249 | $262K |
| Harbour Investments, Inc. | 0.01% | Add +3.5% | 5,079 | $253K |
| TruWealth Advisors, LLC | 0.02% | Add +8.8% | 5,021 | $251K |
| Creative Planning | 0.00% | Reduce -37.7% | 4,982 | $249K |
| Pictet North America Advisors SA | 0.03% | Reduce -95.4% | 4,900 | $245K |
| Lincoln National Corp. | 0.00% | Add +0.7% | 4,723 | $236K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,720 | $236K |
| Belpointe Asset Management LLC | 0.02% | Add +0.7% | 4,637 | $231K |
| Dean, Jacobson Financial Services, LLC | 0.18% | No change | 4,503 | $225K |
| Clear Point Advisors Inc. | 0.18% | Reduce -5.4% | 4,888 | $224K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,313 | $215K |
| Sittner & Nelson, LLC | 0.10% | Reduce -33.3% | 4,000 | $200K |
| Gradient Investments LLC | 0.00% | Add +1.2% | 3,894 | $194K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 3,192 | $159K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,810 | $140K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +60.0% | 2,720 | $136K |
| Bessemer Group Inc. | 0.00% | New | 2,470 | $123K |
| Milestone Investment Advisors LLC | 0.03% | New | 1,998 | $100K |
| LGT Financial Advisors LLC | 0.11% | No change | 1,975 | $99K |
| Hollencrest Capital Management | 0.00% | No change | 1,430 | $71K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 1,083 | $54K |
| Anchor Investment Management, LLC | 0.01% | No change | 1,000 | $50K |
| Key Financial Inc | 0.01% | No change | 989 | $49K |
| Avior Wealth Management, LLC | 0.00% | Add +1645.1% | 890 | $44K |
| Wallace Hart LLC | 0.04% | — | 885 | $44K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 828 | $41K |
| Element Wealth, LLC | 0.02% | No change | 821 | $41K |
| IAG Wealth Partners, LLC | 0.01% | No change | 700 | $35K |
| US Bancorp \de | 0.00% | Reduce -67.2% | 585 | $29K |
| Tidemark, LLC | 0.02% | Add +32.3% | 574 | $29K |
| Private Trust Co. NA | 0.00% | Reduce -7.5% | 530 | $26K |
| GeoWealth Management, LLC | 0.00% | Reduce -63.0% | 502 | $25K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 472 | $24K |
| Sunbelt Securities, Inc. | 0.00% | No change | 472 | $24K |
| Clarity Asset Management, Inc. | 0.01% | Add +8.2% | 398 | $20K |
| Assetmark, Inc. | 0.00% | Add +7.6% | 310 | $15K |
| Global Retirement Partners, LLC | 0.00% | No change | 278 | $14K |
| Allianz Asset Management GmbH | 0.00% | Add +1.3% | 231 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 225 | $11K |
| Salem Investment Counselors Inc. | 0.00% | New | 123 | $6K |
| Beacon Capital Management, LLC | 0.00% | New | 105 | $5K |
"% 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.