PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q3 2025 (September 30)177holders +7
21new positions
12sold out
1famous investor
$50.56avg. 13F price*
At the end of Q3 2025, 177 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings, up 7 from Q2 2025. 21 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($185.2M), Bank of America Corp. ($55.5M) and Stonebridge Financial Group, LLC ($53.2M). 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 (Q3 2025)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $57.9M |
| Exits | 12 | $3.6M |
All 13F filers, Q2 2025 → Q3 2025: 2,732,906 shares bought and 449,646 shares sold, net +2,283,260 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| Morgan Stanley | 0.01% | Add +10.6% | 3,662,280 | $185.2M |
| Bank of America Corp. | 0.00% | Add +4.3% | 1,098,196 | $55.5M |
| Stonebridge Financial Group, LLC | 4.68% | Reduce -1.2% | 1,051,132 | $53.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.3% | 958,785 | $48.5M |
| Captrust Financial Advisors | 0.10% | Add +82.6% | 956,854 | $48.4M |
| Dynasty Wealth Management, LLC | 0.53% | New | 791,572 | $40.0M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -6.3% | 788,939 | $39.8M |
| Cetera Investment Advisers | 0.04% | Add +8.0% | 735,625 | $37.2M |
| Cwm, LLC | 0.10% | Add +27.2% | 687,468 | $34.8M |
| Sagespring Wealth Partners, LLC | 0.55% | Reduce -2.3% | 558,429 | $28.2M |
| LPL Financial LLC | 0.01% | Add +2.8% | 460,820 | $23.3M |
| Biltmore Wealth Management, LLC | 7.69% | Reduce -7.4% | 398,373 | $20.1M |
| TD Capital Management LLC | 1.66% | Reduce -1.2% | 364,346 | $18.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.3% | 301,616 | $15.3M |
| Raymond James Financial Inc. | 0.00% | Add +49.6% | 288,131 | $14.6M |
| Wells Fargo & Company | 0.00% | Add +4.2% | 267,713 | $13.5M |
| Condor Capital Management | 1.08% | Reduce -0.1% | 259,392 | $13.1M |
| Quotient Wealth Partners, LLC | 0.20% | Reduce -1.7% | 143,445 | $7.3M |
| Stifel Financial Corp. | 0.01% | Add +16.9% | 135,579 | $6.9M |
| Kelman-Lazarov, Inc. | 1.01% | Add +12.8% | 134,812 | $6.8M |
| Websterrogers Financial Advisors, LLC | 2.02% | Add +3.4% | 132,968 | $6.7M |
| Capital Asset Advisory Services LLC | 0.26% | Add +21.9% | 117,588 | $5.9M |
| Axxcess Wealth Management, LLC | 0.13% | Add +21.4% | 117,588 | $5.9M |
| Allworth Financial LP | 0.03% | Add +14.0% | 111,629 | $5.6M |
| Integrated Wealth Concepts LLC | 0.04% | Add +2247.3% | 97,553 | $4.9M |
| MAI Capital Management | 0.03% | Reduce -0.1% | 90,789 | $4.6M |
| CarsonAllaria Wealth Management, Ltd. | 2.38% | Reduce -5.0% | 90,471 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 90,270 | $4.6M |
| Crumly & Associates Inc. | 0.98% | Add +28.2% | 88,450 | $4.5M |
| Cerity Partners LLC | 0.01% | Reduce -4.5% | 73,206 | $3.7M |
| Davis R M Inc. | 0.06% | Add +6.1% | 72,517 | $3.7M |
| Gateway Wealth Partners, LLC | 0.48% | New | 69,787 | $3.5M |
| Westside Investment Management, Inc. | 0.56% | No change | 69,628 | $3.5M |
| Unique Wealth, LLC | 0.50% | Reduce -2.6% | 68,016 | $3.4M |
| NewEdge Advisors, LLC | 0.02% | Reduce -29.2% | 67,179 | $3.4M |
| UBS Group AG | 0.00% | Reduce -10.8% | 66,928 | $3.4M |
| MBM Wealth Consultants, LLC | 0.80% | Add +5.9% | 64,077 | $3.2M |
| Cedar Point Capital Partners, LLC | 2.09% | Add +1.7% | 63,063 | $3.2M |
| CFS Investment Advisory Services, LLC | 0.23% | Reduce -0.3% | 59,997 | $3.0M |
| Flow Traders U.S. LLC | 0.11% | New | 54,781 | $2.8M |
| ABLE Financial Group, LLC | 0.59% | Reduce -26.3% | 53,436 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.1% | 50,739 | $2.6M |
| Certified Advisory Corp | 0.24% | Add +5.4% | 49,547 | $2.5M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.4% | 48,316 | $2.4M |
| AIFG Consultants Ltd. | 4.25% | Add +12.7% | 47,712 | $2.4M |
| Inspirion Wealth Advisors, LLC | 0.33% | Add +13.5% | 46,258 | $2.3M |
| Ocean Park Asset Management, LLC | 0.09% | New | 41,300 | $2.1M |
| YHB Investment Advisors, Inc. | 0.15% | Add +0.5% | 40,047 | $2.0M |
| PAX Financial Group, LLC | 0.36% | Reduce -12.2% | 39,884 | $2.0M |
| Milestone Investment Advisors LLC | 0.49% | Add +19.0% | 38,646 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +207.6% | 38,260 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +38.6% | 36,795 | $1.9M |
| Sittner & Nelson, LLC | 0.65% | Reduce -2.1% | 35,294 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +8.7% | 35,139 | $1.8M |
| LifeWealth Investments, LLC | 0.58% | No change | 35,056 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -11.8% | 35,040 | $1.8M |
| Signet Financial Management, LLC | 0.20% | Reduce -62.1% | 34,120 | $1.7M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -26.7% | 32,589 | $1.6M |
| Inspire Advisors, LLC | 0.16% | Add +3.5% | 32,479 | $1.6M |
| IAM Advisory, LLC | 0.37% | Add +0.7% | 32,463 | $1.6M |
| LongView Wealth Management | 0.44% | Add +10.3% | 32,154 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -26.5% | 31,052 | $1.6M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.1% | 30,142 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +82.3% | 30,001 | $1.5M |
| Ehrlich Financial Group | 0.89% | Reduce -3.3% | 29,660 | $1.5M |
| Summit Financial Strategies, Inc. | 0.13% | Add +20.0% | 29,185 | $1.5M |
| MML Investors Services, LLC | 0.00% | Add +12.9% | 28,909 | $1.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.4% | 28,094 | $1.4M |
| NewSquare Capital LLC | 0.09% | Add +5.4% | 27,586 | $1.4M |
| Comerica Bank | 0.01% | Add +1.2% | 26,985 | $1.4M |
| StoneCrest Wealth Management, Inc. | 0.57% | Reduce -13.5% | 25,718 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +82.1% | 25,100 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +12.6% | 25,059 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.09% | New | 24,600 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 24,600 | $1.2M |
| Premier Path Wealth Partners, LLC | 0.16% | Reduce -33.1% | 23,963 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | New | 23,783 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +5.2% | 23,404 | $1.2M |
| Skyline Advisors, Inc. | 0.41% | Reduce -7.8% | 23,395 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -16.7% | 22,533 | $1.1M |
| MBL Wealth, LLC | 0.10% | Add +0.5% | 22,522 | $1.1M |
| BCGM Wealth Management, LLC | 0.29% | Reduce -9.3% | 22,115 | $1.1M |
| Summit Financial, LLC | 0.02% | New | 21,199 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -4.9% | 20,289 | $1.0M |
| Vise Technologies, Inc. | 0.04% | Add +257.1% | 20,134 | $1.0M |
| Citadel Advisors | 0.00% | New | 18,358 | $928K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +191.2% | 17,980 | $909K |
| Founders Grove Wealth Partners, LLC | 0.21% | Reduce -12.6% | 17,511 | $886K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -16.2% | 16,745 | $847K |
| Oak Wealth Advisors LLC | 0.47% | Reduce -3.0% | 16,127 | $816K |
| Global Retirement Partners, LLC | 0.02% | Reduce -2.8% | 15,865 | $802K |
| Golden State Wealth Management, LLC | 0.09% | Add +1.9% | 15,311 | $774K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +0.5% | 15,208 | $769K |
| L.K. Benson & Company, P.C. | 0.38% | Add +0.3% | 14,068 | $711K |
| Sage Rhino Capital LLC | 0.14% | Add +2.6% | 13,927 | $704K |
| Titleist Asset Management, LLC | 0.06% | Add +0.2% | 13,904 | $703K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +0.7% | 13,493 | $682K |
| Kooman & Associates | 0.21% | Add +5.6% | 13,196 | $667K |
| Bedel Financial Consulting, Inc. | 0.09% | No change | 13,184 | $667K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.8% | 12,912 | $653K |
| Total Clarity Wealth Management, Inc. | 0.17% | No change | 12,901 | $652K |
| Kuhn & Co Investment Counsel | 0.52% | Reduce -11.2% | 12,871 | $651K |
| Summit Financial Consulting LLC | 0.51% | Add +6.3% | 12,672 | $641K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -4.4% | 12,199 | $617K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -42.5% | 12,173 | $616K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 11,528 | $583K |
| Strategic Wealth Partners, Ltd. | 0.04% | New | 11,501 | $582K |
| TruWealth Advisors, LLC | 0.03% | Add +118.1% | 11,028 | $558K |
| PFG Advisors | 0.02% | Add +7.7% | 10,738 | $543K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.7% | 10,730 | $543K |
| CreativeOne Wealth, LLC | 0.01% | Add +31.1% | 10,729 | $543K |
| Rodgers & Associates, LTD | 0.05% | Add +2.4% | 10,192 | $515K |
| Advyzon Investment Management, LLC | 0.09% | Add +1.6% | 9,881 | $500K |
| SageView Advisory Group, LLC | 0.02% | Reduce -4.5% | 9,783 | $495K |
| Sierra Ocean, LLC | 0.38% | Reduce -27.1% | 9,055 | $458K |
| Apella Capital, LLC | 0.01% | New | 9,002 | $455K |
| WBH Advisory Inc. | 0.03% | No change | 8,552 | $432K |
| Pathstone Holdings, LLC | 0.00% | New | 8,281 | $419K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.2% | 8,177 | $414K |
| Gradient Investments LLC | 0.01% | Add +89.5% | 8,095 | $409K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -32.0% | 8,062 | $408K |
| Anchor Investment Management, LLC | 0.03% | No change | 8,000 | $405K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -3.8% | 7,998 | $404K |
| Clear Point Advisors Inc. | 0.30% | Reduce -2.2% | 7,583 | $383K |
| DecisionMap Wealth Management, LLC | 0.25% | Reduce -10.8% | 7,562 | $382K |
| Whipplewood Advisors, LLC | 0.25% | Add +3.5% | 7,405 | $374K |
| Elequin Capital, LP | 0.03% | Reduce -84.1% | 7,222 | $365K |
| Barnes Wealth Management Group, Inc | 0.20% | No change | 7,187 | $363K |
| Family Manage LLC | 0.05% | Add +53.4% | 7,095 | $359K |
| &partners | 0.00% | No change | 6,882 | $348K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,600 | $334K |
| Merit Financial Group, LLC | 0.00% | Reduce -0.7% | 6,480 | $328K |
| Harbour Investments, Inc. | 0.01% | Add +1.9% | 6,151 | $311K |
| William Mack & Associates, Inc. | 0.17% | New | 6,120 | $309K |
| Fortress Wealth Management, Inc. | 0.14% | Add +0.7% | 6,021 | $304K |
| Krilogy Financial LLC | 0.01% | New | 5,922 | $298K |
| Novem Group | 0.03% | New | 5,796 | $293K |
| Atlas Legacy Advisors, LLC | 0.06% | Reduce -0.3% | 5,682 | $287K |
| Royal Bank of Canada | 0.00% | Add +2.5% | 5,659 | $286K |
| Equitable Trust Co. | 0.01% | Reduce -0.1% | 5,607 | $284K |
| Watchman Group, Inc. | 0.07% | No change | 5,540 | $280K |
| Private Wealth Group, LLC | 0.14% | Reduce -26.7% | 5,528 | $280K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.3% | 5,142 | $260K |
| Marshall Financial Group, LLC | 0.05% | No change | 5,100 | $258K |
| G&S Capital LLC | 0.09% | New | 5,000 | $253K |
| Rockport Wealth LLC | 0.05% | No change | 5,000 | $253K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 4,929 | $249K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 4,754 | $240K |
| American Institute for Advanced Investment Management, LLP | 0.15% | No change | 4,500 | $228K |
| Madison Wealth Partners, Inc | 0.04% | Reduce -2.0% | 4,477 | $226K |
| Watts Gwilliam & Co., LLC | 0.03% | No change | 4,013 | $203K |
| Mattson Financial Services, LLC | 0.05% | New | 4,009 | $203K |
| Centaurus Financial, Inc. | 0.01% | Add +0.7% | 3,418 | $173K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -8.3% | 3,300 | $167K |
| IFP Advisors, Inc | 0.00% | No change | 2,863 | $145K |
| Atlantic Union Bankshares Corp | 0.00% | Add +78.0% | 2,368 | $120K |
| Morris Financial Concepts, Inc. | 0.04% | Add +12.6% | 2,249 | $114K |
| United Community Bank | 0.03% | New | 1,860 | $94K |
| Geneos Wealth Management Inc. | 0.00% | Add +540.4% | 1,441 | $73K |
| Hollencrest Capital Management | 0.00% | No change | 1,430 | $72K |
| Key Financial Inc | 0.01% | No change | 989 | $50K |
| Blair William & Co. | 0.00% | Reduce -50.0% | 810 | $41K |
| Private Trust Co. NA | 0.00% | No change | 798 | $40K |
| Principal Securities, Inc. | 0.00% | Add +2306.1% | 794 | $40K |
| Assetmark, Inc. | 0.00% | Add +186.8% | 740 | $37K |
| IAG Wealth Partners, LLC | 0.00% | No change | 700 | $35K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.7% | 695 | $35K |
| NFSG Corp | 0.00% | Add +10.5% | 640 | $32K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 622 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 551 | $28K |
| Allianz Asset Management GmbH | 0.00% | Reduce -0.7% | 268 | $14K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 237 | $12K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -68.3% | 150 | $8K |
| AE Wealth Management LLC | 0.00% | Reduce -2.2% | 134 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -11.4% | 117 | $6K |
| US Bancorp \de | 0.00% | Reduce -93.6% | 110 | $6K |
| GAMMA Investing LLC | 0.00% | Reduce -24.1% | 101 | $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.