PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q1 2025 (March 31)166holders −5
12new positions
15sold out
1famous investor
$50.04avg. 13F price*
At the end of Q1 2025, 166 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings, down 5 from Q4 2024. 12 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($53.6M), Morgan Stanley ($48.4M) and Cetera Investment Advisers ($38.3M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO SHRT TRM Muni BND ETF
- Filed as
- PIMCO ETF TR (Q1 2025)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.1M |
| Exits | 15 | $7.7M |
All 13F filers, Q4 2024 → Q1 2025: 1,946,332 shares bought and 400,174 shares sold, net +1,546,158 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Bank of America Corp. | 0.00% | Reduce -4.8% | 1,070,584 | $53.6M |
| Morgan Stanley | 0.00% | Add +10.9% | 966,643 | $48.4M |
| Cetera Investment Advisers | 0.07% | Add +31.1% | 766,329 | $38.3M |
| Cwm, LLC | 0.14% | Add +0.1% | 701,864 | $35.1M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +15.6% | 689,632 | $34.5M |
| Stonebridge Financial Group, LLC | 3.34% | Add +7.5% | 627,916 | $31.4M |
| Captrust Financial Advisors | 0.06% | Add +6.7% | 461,481 | $23.1M |
| Dynasty Wealth Management, LLC | 0.36% | Add +246.3% | 433,325 | $21.7M |
| LPL Financial LLC | 0.01% | Add +9.9% | 416,811 | $20.8M |
| Biltmore Wealth Management, LLC | 8.65% | Add +0.6% | 409,893 | $20.5M |
| JPMorgan Chase & Co. | 0.00% | Add +178.2% | 399,530 | $20.0M |
| TD Capital Management LLC | 1.72% | Add +32.7% | 339,642 | $17.0M |
| Wells Fargo & Company | 0.00% | Add +14.9% | 274,713 | $13.7M |
| Condor Capital Management | 1.21% | Add +4.1% | 258,653 | $12.9M |
| Cerity Partners LLC | 0.03% | Reduce -12.8% | 250,550 | $12.5M |
| Sagespring Wealth Partners, LLC | 0.30% | Add +248.7% | 237,986 | $11.9M |
| Osaic Holdings, Inc. | 0.02% | Add +202.3% | 215,883 | $10.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -9.0% | 170,720 | $8.5M |
| Quotient Wealth Partners, LLC | 0.21% | Add +267.4% | 130,906 | $6.5M |
| Websterrogers Financial Advisors, LLC | 2.18% | Reduce -1.0% | 127,691 | $6.4M |
| Stifel Financial Corp. | 0.01% | Add +15.4% | 123,108 | $6.2M |
| Kelman-Lazarov, Inc. | 0.95% | Add +13.8% | 104,895 | $5.2M |
| Signet Financial Management, LLC | 0.62% | Reduce -0.1% | 91,573 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.8% | 87,285 | $4.4M |
| MAI Capital Management | 0.03% | Add +8.3% | 84,534 | $4.2M |
| Allworth Financial LP | 0.02% | Add +79.7% | 85,049 | $4.2M |
| CarsonAllaria Wealth Management, Ltd. | 2.43% | Reduce -17.8% | 83,868 | $4.2M |
| Westside Investment Management, Inc. | 0.80% | Reduce -3.2% | 75,377 | $3.8M |
| Crumly & Associates Inc. | 1.04% | Add +16.5% | 74,973 | $3.8M |
| Capital Asset Advisory Services LLC | 0.19% | Add +18.8% | 74,541 | $3.7M |
| Axxcess Wealth Management, LLC | 0.10% | Add +18.3% | 71,831 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -12.5% | 70,713 | $3.5M |
| UBS Group AG | 0.00% | Add +42.7% | 68,431 | $3.4M |
| Cedar Point Capital Partners, LLC | 2.24% | Add +2.8% | 66,802 | $3.3M |
| ABLE Financial Group, LLC | 0.92% | Add +7.7% | 65,874 | $3.3M |
| Davis R M Inc. | 0.07% | Add +5.3% | 65,829 | $3.3M |
| MBM Wealth Consultants, LLC | 0.83% | Add +11.3% | 56,013 | $2.8M |
| PAX Financial Group, LLC | 0.49% | Add +10.8% | 54,835 | $2.7M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -11.1% | 54,103 | $2.7M |
| Waverly Advisors, LLC | 0.03% | Add +8.4% | 53,160 | $2.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.8% | 50,541 | $2.5M |
| Certified Advisory Corp | 0.26% | Reduce -1.6% | 45,656 | $2.3M |
| AIFG Consultants Ltd. | 3.48% | Add +3.8% | 42,198 | $2.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +38.3% | 42,174 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.28% | Reduce -10.9% | 40,758 | $2.0M |
| Premier Path Wealth Partners, LLC | 0.31% | Reduce -1.6% | 39,717 | $2.0M |
| Unique Wealth, LLC | 0.36% | Add +331.2% | 38,194 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +22.4% | 37,378 | $1.9M |
| LifeWealth Investments, LLC | 0.84% | No change | 35,056 | $1.8M |
| YHB Investment Advisors, Inc. | 0.14% | Add +17.6% | 34,660 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Add +7.1% | 34,633 | $1.7M |
| Inspire Advisors, LLC | 0.19% | Reduce -4.3% | 33,411 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -0.2% | 32,300 | $1.6M |
| IAM Advisory, LLC | 0.42% | Reduce -7.0% | 32,051 | $1.6M |
| LongView Wealth Management | 0.48% | Reduce -4.4% | 31,754 | $1.6M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.5% | 31,560 | $1.6M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.5% | 31,560 | $1.6M |
| Ehrlich Financial Group | 1.15% | Reduce -7.8% | 31,494 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.8% | 30,416 | $1.5M |
| StoneCrest Wealth Management, Inc. | 0.94% | No change | 29,721 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Add +1.6% | 29,333 | $1.5M |
| Tyler-Stone Wealth Management | 0.26% | Reduce -0.5% | 29,000 | $1.5M |
| BCGM Wealth Management, LLC | 0.41% | Reduce -8.4% | 26,571 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | No change | 26,593 | $1.3M |
| Skyline Advisors, Inc. | 0.51% | Add +0.0% | 25,674 | $1.3M |
| NewSquare Capital LLC | 0.10% | Reduce -7.8% | 25,588 | $1.3M |
| Milestone Investment Advisors LLC | 0.33% | Add +63.5% | 23,960 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -20.6% | 23,745 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | No change | 22,533 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.3% | 22,105 | $1.1M |
| MBL Wealth, LLC | 0.11% | Reduce -7.2% | 21,950 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +79.8% | 20,173 | $1.0M |
| Founders Grove Wealth Partners, LLC | 0.28% | Add +33.0% | 20,035 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +82.8% | 19,209 | $961K |
| Farther Finance Advisors, LLC | 0.02% | Add +7.6% | 18,932 | $946K |
| Summit Financial Strategies, Inc. | 0.09% | Add +37.5% | 17,124 | $857K |
| Sage Rhino Capital LLC | 0.19% | Add +3.0% | 16,767 | $839K |
| Oak Wealth Advisors LLC | 0.62% | Add +18.5% | 16,623 | $831K |
| Total Clarity Wealth Management, Inc. | 0.26% | No change | 16,015 | $798K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.5% | 14,644 | $732K |
| Golden State Wealth Management, LLC | 0.11% | Add +3.7% | 14,251 | $713K |
| Jones Financial Companies LLLP | 0.00% | Add +27.9% | 14,280 | $713K |
| AdvisorNet Financial, Inc | 0.05% | Add +21.8% | 13,998 | $700K |
| L.K. Benson & Company, P.C. | 0.48% | Add +0.3% | 13,992 | $700K |
| Kooman & Associates | 0.26% | Add +0.6% | 13,904 | $695K |
| Crossmark Global Holdings, Inc. | 0.01% | New | 14,103 | $691K |
| Equitable Holdings, Inc. | 0.01% | Add +5.3% | 13,652 | $683K |
| Susquehanna International Group, LLP | 0.00% | New | 13,635 | $682K |
| Kuhn & Co Investment Counsel | 0.57% | Add +25.2% | 13,603 | $680K |
| Virtue Capital Management, LLC | 0.08% | New | 13,386 | $669K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 13,184 | $656K |
| Sierra Ocean, LLC | 0.47% | Add +12.3% | 11,801 | $590K |
| SageView Advisory Group, LLC | 0.02% | Reduce -0.7% | 11,124 | $556K |
| Advyzon Investment Management, LLC | 0.20% | Reduce -0.9% | 11,043 | $552K |
| Summit Financial Consulting LLC | 0.51% | — | 10,901 | $545K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +0.7% | 10,583 | $529K |
| Titleist Asset Management, LLC | 0.06% | Add +3.4% | 10,439 | $522K |
| Rodgers & Associates, LTD | 0.06% | Reduce -1.2% | 10,411 | $521K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -62.3% | 9,485 | $474K |
| PFG Advisors | 0.03% | Add +4.6% | 9,028 | $452K |
| Visionary Wealth Advisors | 0.03% | Reduce -56.3% | 8,983 | $449K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 8,780 | $439K |
| Private Wealth Group, LLC | 0.26% | Reduce -0.5% | 8,733 | $437K |
| WBH Advisory Inc. | 0.04% | Add +0.2% | 8,522 | $426K |
| Baird Financial Group, Inc. | 0.00% | Reduce -9.2% | 8,442 | $422K |
| CreativeOne Wealth, LLC | 0.01% | Add +62.9% | 8,073 | $404K |
| Anchor Investment Management, LLC | 0.04% | Add +33.3% | 8,000 | $400K |
| Clear Point Advisors Inc. | 0.35% | Add +0.6% | 7,705 | $385K |
| DecisionMap Wealth Management, LLC | 0.29% | New | 7,588 | $380K |
| Cyr Financial Inc. | 0.34% | No change | 7,554 | $378K |
| Barnes Wealth Management Group, Inc | 0.23% | Reduce -0.2% | 7,139 | $357K |
| Magnolia Private Wealth, LLC | 0.30% | No change | 7,014 | $351K |
| &partners | 0.00% | No change | 6,882 | $343K |
| Sittner & Nelson, LLC | 0.15% | Add +45.7% | 6,850 | $343K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,600 | $330K |
| Comerica Bank | 0.00% | Add +33.0% | 6,565 | $328K |
| Pathstone Holdings, LLC | 0.00% | New | 6,520 | $326K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -10.4% | 6,317 | $316K |
| Harbour Investments, Inc. | 0.01% | Add +9.6% | 6,064 | $303K |
| AQR Capital Management | 0.00% | No change | 6,063 | $303K |
| Fortress Wealth Management, Inc. | 0.15% | Reduce -61.6% | 5,939 | $297K |
| Madison Wealth Partners, Inc | 0.07% | Reduce -12.6% | 5,775 | $289K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +20.4% | 5,694 | $285K |
| American Institute for Advanced Investment Management, LLP | 0.21% | New | 5,600 | $280K |
| Williams & Novak, LLC | 0.27% | Reduce -29.2% | 5,570 | $278K |
| Watchman Group, Inc. | 0.08% | No change | 5,540 | $277K |
| Equitable Trust Co. | 0.02% | Add +1.8% | 5,539 | $277K |
| Flow Traders U.S. LLC | 0.01% | New | 5,408 | $271K |
| Whipplewood Advisors, LLC | 0.16% | Reduce -99.6% | 20 | $265K |
| Bridgewealth Advisory Group, LLC | 0.35% | Reduce -35.9% | 5,260 | $263K |
| Private Advisor Group, LLC | 0.00% | Reduce -6.4% | 5,203 | $260K |
| Marshall Financial Group, LLC | 0.06% | New | 5,100 | $255K |
| TruWealth Advisors, LLC | 0.02% | Add +0.1% | 5,050 | $253K |
| PUREfi Wealth, LLC | 0.24% | New | 4,881 | $244K |
| Bouchey Financial Group, Ltd. | 0.02% | No change | 4,720 | $236K |
| Financial Advocates Investment Management | 0.02% | Reduce -72.2% | 4,613 | $231K |
| Atlas Legacy Advisors, LLC | 0.05% | Reduce -28.7% | 4,141 | $207K |
| Objective Capital Management, LLC | 0.26% | Add +0.5% | 4,107 | $205K |
| Sollinda Capital Management LLC | 0.06% | No change | 4,060 | $203K |
| Watts Gwilliam & Co., LLC | 0.04% | No change | 4,013 | $201K |
| GAMMA Investing LLC | 0.01% | Reduce -5.3% | 3,942 | $197K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 3,600 | $180K |
| IFP Advisors, Inc | 0.00% | No change | 2,863 | $143K |
| CVA Family Office, LLC | 0.02% | No change | 2,588 | $129K |
| Blair William & Co. | 0.00% | No change | 2,162 | $108K |
| US Bancorp \de | 0.00% | Add +193.2% | 1,715 | $86K |
| Hollencrest Capital Management | 0.00% | No change | 1,430 | $72K |
| Sandy Spring Bank | 0.00% | Reduce -72.0% | 1,293 | $65K |
| Morris Financial Concepts, Inc. | 0.03% | New | 1,189 | $59K |
| Key Financial Inc | 0.01% | No change | 989 | $49K |
| Private Trust Co. NA | 0.00% | No change | 798 | $40K |
| IAG Wealth Partners, LLC | 0.01% | No change | 700 | $35K |
| Creative Financial Designs Inc. | 0.00% | Add +0.8% | 614 | $31K |
| Sunbelt Securities, Inc. | 0.00% | No change | 474 | $24K |
| Clarity Asset Management, Inc. | 0.01% | Add +0.7% | 426 | $21K |
| Mattson Financial Services, LLC | 0.00% | New | 288 | $14K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -73.9% | 283 | $14K |
| Allianz Asset Management GmbH | 0.00% | Add +0.7% | 275 | $14K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -17.1% | 272 | $14K |
| Assetmark, Inc. | 0.00% | Add +4.9% | 255 | $13K |
| Geneos Wealth Management Inc. | 0.00% | No change | 225 | $11K |
| AE Wealth Management LLC | 0.00% | Reduce -1.4% | 141 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 132 | $7K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 108 | $5K |
| Principal Securities, Inc. | 0.00% | No change | 20 | $997 |
| Ameriflex Group, Inc. | 0.00% | No change | 12 | $600 |
"% 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.