PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q2 2025 (June 30)170holders +4
18new positions
15sold out
$50.17avg. 13F price*
At the end of Q2 2025, 170 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings, up 4 from Q1 2025. 18 opened new positions and 15 sold out. The largest holders were Morgan Stanley ($166.2M), Stonebridge Financial Group, LLC ($53.4M) and Bank of America Corp. ($52.8M).
- Company
- PIMCO SHRT TRM Muni BND ETF
- Filed as
- PIMCO ETF TR (Q2 2025)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $12.2M |
| Exits | 15 | $26.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,590,605 shares bought and 1,123,691 shares sold, net +3,466,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 170 holders
| Morgan Stanley | 0.01% | Add +242.7% | 3,312,726 | $166.2M |
| Stonebridge Financial Group, LLC | 5.18% | Add +69.4% | 1,063,477 | $53.4M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 1,052,638 | $52.8M |
| JPMorgan Chase & Co. | 0.00% | Add +123.6% | 893,294 | $44.8M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +22.1% | 842,230 | $42.2M |
| Cetera Investment Advisers | 0.06% | Reduce -11.1% | 681,268 | $34.2M |
| Sagespring Wealth Partners, LLC | 0.62% | Add +140.2% | 571,694 | $28.7M |
| Cwm, LLC | 0.10% | Reduce -23.0% | 540,386 | $27.1M |
| Captrust Financial Advisors | 0.06% | Add +13.6% | 524,063 | $26.3M |
| LPL Financial LLC | 0.01% | Add +7.6% | 448,317 | $22.5M |
| Biltmore Wealth Management, LLC | 8.73% | Add +4.9% | 430,018 | $21.6M |
| TD Capital Management LLC | 1.75% | Add +8.6% | 368,809 | $18.5M |
| Osaic Holdings, Inc. | 0.03% | Add +41.5% | 305,545 | $15.3M |
| Condor Capital Management | 1.13% | Add +0.4% | 259,726 | $13.0M |
| Wells Fargo & Company | 0.00% | Reduce -6.4% | 257,033 | $12.9M |
| Raymond James Financial Inc. | 0.00% | Add +12.8% | 192,627 | $9.7M |
| Quotient Wealth Partners, LLC | 0.22% | Add +11.5% | 145,958 | $7.3M |
| Websterrogers Financial Advisors, LLC | 2.05% | Add +0.8% | 128,660 | $6.5M |
| Kelman-Lazarov, Inc. | 0.97% | Add +13.9% | 119,464 | $6.0M |
| Stifel Financial Corp. | 0.01% | Reduce -5.8% | 115,993 | $5.8M |
| Allworth Financial LP | 0.02% | Add +15.1% | 97,905 | $4.9M |
| Axxcess Wealth Management, LLC | 0.12% | Add +34.9% | 96,870 | $4.9M |
| Capital Asset Advisory Services LLC | 0.23% | Add +29.4% | 96,459 | $4.8M |
| CarsonAllaria Wealth Management, Ltd. | 2.56% | Add +13.5% | 95,192 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Add +34.1% | 94,843 | $4.8M |
| MAI Capital Management | 0.03% | Add +7.5% | 90,908 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 90,096 | $4.5M |
| Signet Financial Management, LLC | 0.57% | Reduce -1.7% | 90,057 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -69.4% | 76,692 | $3.8M |
| UBS Group AG | 0.00% | Add +9.6% | 74,991 | $3.8M |
| ABLE Financial Group, LLC | 0.88% | Add +10.0% | 72,452 | $3.6M |
| Unique Wealth, LLC | 0.57% | Add +82.9% | 69,866 | $3.5M |
| Westside Investment Management, Inc. | 0.65% | Reduce -7.6% | 69,628 | $3.5M |
| Crumly & Associates Inc. | 0.84% | Reduce -8.0% | 68,982 | $3.5M |
| Davis R M Inc. | 0.06% | Add +3.9% | 68,370 | $3.4M |
| Cedar Point Capital Partners, LLC | 2.19% | Reduce -7.2% | 62,003 | $3.1M |
| MBM Wealth Consultants, LLC | 0.81% | Add +8.0% | 60,482 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.25% | New | 60,162 | $3.0M |
| Waverly Advisors, LLC | 0.03% | Reduce -5.9% | 50,017 | $2.5M |
| Certified Advisory Corp | 0.25% | Add +3.0% | 47,013 | $2.4M |
| Elequin Capital, LP | 0.73% | New | 45,444 | $2.3M |
| PAX Financial Group, LLC | 0.44% | Reduce -17.1% | 45,442 | $2.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -17.9% | 44,435 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.7% | 43,323 | $2.2M |
| AIFG Consultants Ltd. | 4.14% | Add +0.3% | 42,341 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -16.4% | 42,231 | $2.1M |
| Avantax Advisory Services, Inc. | 0.01% | Add +19.4% | 41,349 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.27% | No change | 40,758 | $2.0M |
| YHB Investment Advisors, Inc. | 0.15% | Add +15.0% | 39,857 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 39,716 | $2.0M |
| Jane Street Group, LLC | 0.00% | New | 38,787 | $1.9M |
| Sittner & Nelson, LLC | 0.73% | Add +426.1% | 36,038 | $1.8M |
| Premier Path Wealth Partners, LLC | 0.25% | Reduce -9.8% | 35,813 | $1.8M |
| LifeWealth Investments, LLC | 0.64% | No change | 35,056 | $1.8M |
| Milestone Investment Advisors LLC | 0.43% | Add +35.5% | 32,477 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +0.1% | 32,322 | $1.6M |
| IAM Advisory, LLC | 0.39% | Add +0.6% | 32,254 | $1.6M |
| Inspire Advisors, LLC | 0.16% | Reduce -6.0% | 31,394 | $1.6M |
| Ehrlich Financial Group | 1.00% | Reduce -2.6% | 30,681 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.2% | 30,469 | $1.5M |
| StoneCrest Wealth Management, Inc. | 0.71% | No change | 29,721 | $1.5M |
| LongView Wealth Management | 0.44% | Reduce -8.2% | 29,154 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.9% | 28,783 | $1.4M |
| Tyler-Stone Wealth Management | 0.23% | Reduce -1.3% | 28,620 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +20.1% | 27,060 | $1.4M |
| Comerica Bank | 0.01% | Add +306.1% | 26,658 | $1.3M |
| DAVENPORT & Co LLC | 0.01% | Add +31.6% | 26,540 | $1.3M |
| NewSquare Capital LLC | 0.10% | Add +2.3% | 26,172 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +7.8% | 25,600 | $1.3M |
| Skyline Advisors, Inc. | 0.47% | Reduce -1.2% | 25,376 | $1.3M |
| BCGM Wealth Management, LLC | 0.34% | Reduce -8.3% | 24,372 | $1.2M |
| Summit Financial Strategies, Inc. | 0.11% | Add +42.0% | 24,324 | $1.2M |
| MBL Wealth, LLC | 0.11% | Add +2.1% | 22,422 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +55.8% | 22,253 | $1.1M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -40.5% | 22,248 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.5% | 21,329 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -32.9% | 21,184 | $1.1M |
| Founders Grove Wealth Partners, LLC | 0.25% | No change | 20,035 | $1.0M |
| Farther Finance Advisors, LLC | 0.02% | Add +5.5% | 19,973 | $1.0M |
| Oak Wealth Advisors LLC | 0.53% | No change | 16,623 | $834K |
| Equitable Holdings, Inc. | 0.01% | Add +20.6% | 16,458 | $826K |
| Global Retirement Partners, LLC | 0.02% | — | 16,325 | $819K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 15,138 | $759K |
| Golden State Wealth Management, LLC | 0.09% | Add +5.5% | 15,032 | $754K |
| Mercer Global Advisors Inc. | 0.00% | No change | 14,644 | $735K |
| Kuhn & Co Investment Counsel | 0.55% | Add +6.6% | 14,495 | $727K |
| L.K. Benson & Company, P.C. | 0.43% | Add +0.3% | 14,029 | $704K |
| Financial Advocates Investment Management | 0.06% | Add +202.1% | 13,934 | $699K |
| Titleist Asset Management, LLC | 0.07% | Add +32.9% | 13,872 | $696K |
| Susquehanna International Group, LLP | 0.00% | Add +1.1% | 13,781 | $691K |
| Sage Rhino Capital LLC | 0.14% | Reduce -19.0% | 13,579 | $681K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +41.3% | 13,400 | $672K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 13,184 | $661K |
| Total Clarity Wealth Management, Inc. | 0.19% | Reduce -19.4% | 12,901 | $647K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -8.9% | 12,757 | $640K |
| Kooman & Associates | 0.21% | Reduce -10.1% | 12,500 | $627K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +41.7% | 12,440 | $624K |
| Sierra Ocean, LLC | 0.45% | Add +5.3% | 12,429 | $624K |
| Summit Financial Consulting LLC | 0.54% | Add +9.3% | 11,918 | $598K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -15.9% | 11,860 | $595K |
| Onyx Bridge Wealth Group LLC | 0.07% | Add +0.7% | 10,656 | $535K |
| SageView Advisory Group, LLC | 0.02% | Reduce -7.9% | 10,247 | $515K |
| PFG Advisors | 0.02% | Add +10.4% | 9,969 | $500K |
| Rodgers & Associates, LTD | 0.05% | Reduce -4.4% | 9,956 | $499K |
| Advyzon Investment Management, LLC | 0.11% | Reduce -12.0% | 9,722 | $488K |
| WBH Advisory Inc. | 0.04% | Add +0.3% | 8,552 | $429K |
| DecisionMap Wealth Management, LLC | 0.29% | Add +11.8% | 8,481 | $425K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 8,359 | $419K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 8,311 | $417K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.4% | 8,182 | $411K |
| Anchor Investment Management, LLC | 0.04% | No change | 8,000 | $401K |
| Clear Point Advisors Inc. | 0.33% | Add +0.7% | 7,755 | $389K |
| Private Wealth Group, LLC | 0.20% | Reduce -13.7% | 7,539 | $378K |
| Barnes Wealth Management Group, Inc | 0.21% | Add +0.7% | 7,187 | $361K |
| Whipplewood Advisors, LLC | 0.20% | Add +35685.0% | 7,157 | $359K |
| &partners | 0.00% | No change | 6,882 | $345K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,600 | $331K |
| Merit Financial Group, LLC | 0.00% | New | 6,525 | $327K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 6,175 | $310K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.4% | 6,038 | $303K |
| Fortress Wealth Management, Inc. | 0.14% | Add +0.7% | 5,979 | $300K |
| Private Advisor Group, LLC | 0.00% | Add +14.3% | 5,948 | $298K |
| Atlas Legacy Advisors, LLC | 0.06% | Add +37.7% | 5,702 | $286K |
| Vise Technologies, Inc. | 0.01% | — | 5,639 | $283K |
| Equitable Trust Co. | 0.01% | Add +1.3% | 5,613 | $282K |
| Watchman Group, Inc. | 0.07% | No change | 5,540 | $278K |
| Royal Bank of Canada | 0.00% | Reduce -71.3% | 5,521 | $277K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -14.0% | 5,430 | $272K |
| Marshall Financial Group, LLC | 0.05% | No change | 5,100 | $256K |
| TruWealth Advisors, LLC | 0.01% | Add +0.1% | 5,056 | $254K |
| Rockport Wealth LLC | 0.06% | New | 5,000 | $251K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -16.6% | 4,746 | $238K |
| Family Manage LLC | 0.04% | New | 4,626 | $232K |
| Madison Wealth Partners, Inc | 0.05% | Reduce -20.9% | 4,569 | $229K |
| Bridgewealth Advisory Group, LLC | 0.06% | Reduce -13.9% | 4,527 | $227K |
| American Institute for Advanced Investment Management, LLP | 0.16% | Reduce -19.6% | 4,500 | $226K |
| Gradient Investments LLC | 0.00% | New | 4,271 | $214K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,156 | $209K |
| Sollinda Capital Management LLC | 0.05% | No change | 4,060 | $204K |
| Watts Gwilliam & Co., LLC | 0.03% | No change | 4,013 | $203K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,600 | $181K |
| Centaurus Financial, Inc. | 0.01% | New | 3,394 | $170K |
| IFP Advisors, Inc | 0.00% | No change | 2,863 | $144K |
| CVA Family Office, LLC | 0.02% | No change | 2,588 | $130K |
| Morris Financial Concepts, Inc. | 0.04% | Add +68.0% | 1,998 | $100K |
| US Bancorp \de | 0.00% | No change | 1,715 | $86K |
| Blair William & Co. | 0.00% | Reduce -25.1% | 1,620 | $81K |
| Hollencrest Capital Management | 0.00% | No change | 1,430 | $72K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,330 | $67K |
| Key Financial Inc | 0.01% | No change | 989 | $50K |
| Private Trust Co. NA | 0.00% | No change | 798 | $40K |
| IAG Wealth Partners, LLC | 0.00% | No change | 700 | $35K |
| Harbor Asset Planning, Inc. | 0.03% | — | 690 | $35K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 618 | $31K |
| NFSG Corp | 0.00% | New | 579 | $29K |
| Sunbelt Securities, Inc. | 0.00% | No change | 474 | $24K |
| Briaud Financial Planning Inc | 0.01% | New | 302 | $15K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 283 | $14K |
| Allianz Asset Management GmbH | 0.00% | Reduce -1.8% | 270 | $14K |
| Assetmark, Inc. | 0.00% | Add +1.2% | 258 | $13K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -12.9% | 237 | $12K |
| Crewe Advisors LLC | 0.00% | New | 234 | $12K |
| Geneos Wealth Management Inc. | 0.00% | No change | 225 | $11K |
| AE Wealth Management LLC | 0.00% | Reduce -2.8% | 137 | $7K |
| GAMMA Investing LLC | 0.00% | Reduce -96.6% | 133 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 132 | $7K |
| Beacon Capital Management, LLC | 0.00% | Add +0.9% | 109 | $5K |
| Principal Securities, Inc. | 0.00% | Add +65.0% | 33 | $2K |
| Parallel Advisors, LLC | 0.00% | New | 27 | $1K |
| Ameriflex Group, Inc. | 0.00% | No change | 12 | $602 |
"% 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.