PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q4 2025 (December 31)185holders +8
18new positions
12sold out
1famous investor
$50.44avg. 13F price*
At the end of Q4 2025, 185 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings, up 8 from Q3 2025. 18 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($147.4M), Bank of America Corp. ($55.1M) and Stonebridge Financial Group, LLC ($53.6M). 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 (Q4 2025)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $13.9M |
| Exits | 12 | $47.7M |
All 13F filers, Q3 2025 → Q4 2025: 1,128,586 shares bought and 2,270,472 shares sold, net −1,141,886 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 185 holders
| Morgan Stanley | 0.01% | Reduce -20.2% | 2,922,726 | $147.4M |
| Bank of America Corp. | 0.00% | Reduce -0.6% | 1,091,756 | $55.1M |
| Stonebridge Financial Group, LLC | 4.58% | Add +1.2% | 1,063,817 | $53.6M |
| Captrust Financial Advisors | 0.10% | Add +9.5% | 1,047,846 | $52.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.7% | 827,420 | $41.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -8.2% | 724,387 | $36.6M |
| Cwm, LLC | 0.10% | Add +3.5% | 711,164 | $35.9M |
| Cetera Investment Advisers | 0.04% | Reduce -5.4% | 695,625 | $35.1M |
| LPL Financial LLC | 0.01% | Add +9.5% | 504,530 | $25.4M |
| John A. Wolfe & Associates, Inc. | 13.26% | — | 486,884 | $24.6M |
| Sagespring Wealth Partners, LLC | 0.43% | Reduce -15.3% | 472,897 | $23.8M |
| Biltmore Wealth Management, LLC | 7.69% | Add +1.4% | 404,093 | $20.4M |
| TD Capital Management LLC | 1.71% | Add +5.1% | 382,953 | $19.3M |
| Osaic Holdings, Inc. | 0.02% | Add +5.1% | 316,925 | $16.0M |
| Raymond James Financial Inc. | 0.00% | Add +4.0% | 299,620 | $15.1M |
| Wells Fargo & Company | 0.00% | Reduce -1.0% | 264,974 | $13.4M |
| Condor Capital Management | 1.06% | Add +0.5% | 260,714 | $13.1M |
| Axxcess Wealth Management, LLC | 0.15% | Add +46.3% | 172,025 | $8.7M |
| Websterrogers Financial Advisors, LLC | 2.23% | Add +14.6% | 152,338 | $7.7M |
| Stifel Financial Corp. | 0.01% | Add +10.7% | 150,020 | $7.6M |
| Vise Technologies, Inc. | 0.15% | Add +633.3% | 147,634 | $7.4M |
| Capital Asset Advisory Services LLC | 0.30% | Add +23.6% | 145,371 | $7.3M |
| Kelman-Lazarov, Inc. | 1.00% | Add +2.5% | 138,186 | $7.0M |
| Quotient Wealth Partners, LLC | 0.18% | Reduce -4.0% | 137,720 | $6.9M |
| HighPoint Advisor Group LLC | 0.15% | New | 131,369 | $6.6M |
| Allworth Financial LP | 0.03% | Add +9.6% | 122,334 | $6.2M |
| CarsonAllaria Wealth Management, Ltd. | 2.43% | Add +7.3% | 97,107 | $4.9M |
| MAI Capital Management | 0.03% | Add +6.6% | 96,778 | $4.9M |
| Optimus Capital Advisors, LLC | 2.81% | — | 95,297 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 93,778 | $4.7M |
| Crumly & Associates Inc. | 0.96% | Add +2.7% | 90,860 | $4.6M |
| Sittner & Nelson, LLC | 1.55% | Add +144.9% | 86,441 | $4.4M |
| NewEdge Advisors, LLC | 0.02% | Add +27.7% | 85,797 | $4.3M |
| Gateway Wealth Partners, LLC | 0.43% | Add +10.9% | 77,366 | $3.9M |
| MBM Wealth Consultants, LLC | 0.86% | Add +11.5% | 71,459 | $3.6M |
| Citadel Advisors | 0.00% | Add +254.9% | 65,152 | $3.3M |
| Cerity Partners LLC | 0.00% | Reduce -11.2% | 65,041 | $3.3M |
| Westside Investment Management, Inc. | 0.52% | Reduce -6.8% | 64,890 | $3.3M |
| ABLE Financial Group, LLC | 0.63% | Add +14.8% | 61,356 | $3.1M |
| CFS Investment Advisory Services, LLC | 0.22% | Reduce -1.4% | 59,153 | $3.0M |
| Cedar Point Capital Partners, LLC | 1.82% | Reduce -10.6% | 56,387 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +10.4% | 56,011 | $2.8M |
| UBS Group AG | 0.00% | Reduce -19.2% | 54,097 | $2.7M |
| Certified Advisory Corp | 0.23% | Add +2.2% | 50,635 | $2.6M |
| AIFG Consultants Ltd. | 4.27% | Add +3.4% | 49,332 | $2.5M |
| YHB Investment Advisors, Inc. | 0.17% | Add +20.7% | 48,327 | $2.4M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.5% | 48,063 | $2.4M |
| Unique Wealth, LLC | 0.34% | Reduce -29.6% | 47,851 | $2.4M |
| Milestone Investment Advisors LLC | 0.53% | Add +13.3% | 43,796 | $2.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.0% | 41,909 | $2.1M |
| Inspirion Wealth Advisors, LLC | 0.26% | Reduce -10.3% | 41,508 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +12.2% | 41,290 | $2.1M |
| PAX Financial Group, LLC | 0.35% | Add +0.4% | 40,028 | $2.0M |
| Davis R M Inc. | 0.03% | Reduce -45.8% | 39,331 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +9.7% | 38,421 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +23.8% | 37,153 | $1.9M |
| Inspire Advisors, LLC | 0.17% | Add +13.0% | 36,692 | $1.9M |
| Ehrlich Financial Group | 1.04% | Add +21.7% | 36,097 | $1.8M |
| LifeWealth Investments, LLC | 0.56% | No change | 35,056 | $1.8M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +89.5% | 34,065 | $1.7M |
| IAM Advisory, LLC | 0.38% | Add +3.6% | 33,619 | $1.7M |
| Summit Financial Strategies, Inc. | 0.14% | Add +12.3% | 32,759 | $1.7M |
| LongView Wealth Management | 0.39% | No change | 32,154 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +11.2% | 32,140 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -8.9% | 32,001 | $1.6M |
| Founders Grove Wealth Partners, LLC | 0.36% | Add +80.3% | 31,570 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -4.3% | 31,183 | $1.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -21.5% | 30,026 | $1.5M |
| Signet Financial Management, LLC | 0.17% | Reduce -12.6% | 29,824 | $1.5M |
| Elequin Capital, LP | 0.23% | Add +307.4% | 29,419 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.6% | 29,011 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +19.3% | 27,913 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.4% | 27,152 | $1.4M |
| StoneCrest Wealth Management, Inc. | 0.54% | Add +3.9% | 26,707 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -72.7% | 26,651 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.06% | Add +0.0% | 24,608 | $1.2M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +0.0% | 24,608 | $1.2M |
| NewSquare Capital LLC | 0.11% | Reduce -12.1% | 24,237 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +41.4% | 23,674 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.6% | 23,391 | $1.2M |
| Main Line Retirement Advisors, LLC | 0.59% | New | 23,187 | $1.2M |
| MBL Wealth, LLC | 0.09% | Add +0.2% | 22,572 | $1.1M |
| Sanctuary Advisors, LLC | 0.01% | No change | 22,533 | $1.1M |
| BCGM Wealth Management, LLC | 0.29% | Add +1.6% | 22,459 | $1.1M |
| Summit Financial, LLC | 0.02% | Add +5.0% | 22,262 | $1.1M |
| Skyline Advisors, Inc. | 0.37% | Reduce -5.6% | 22,090 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +279.1% | 21,454 | $1.1M |
| Hollencrest Capital Management | 0.04% | Add +1378.7% | 21,145 | $1.1M |
| Premier Path Wealth Partners, LLC | 0.14% | Reduce -12.3% | 21,023 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 20,440 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +33.1% | 20,241 | $1.0M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.4% | 19,603 | $989K |
| Susquehanna International Group, LLP | 0.00% | Reduce -22.3% | 19,505 | $984K |
| Rockport Wealth LLC | 0.19% | Add +287.8% | 19,391 | $978K |
| Comerica Bank | 0.00% | Reduce -37.9% | 16,769 | $846K |
| RFG Advisory, LLC | 0.02% | New | 16,313 | $823K |
| Oak Wealth Advisors LLC | 0.45% | Reduce -3.1% | 15,622 | $788K |
| Golden State Wealth Management, LLC | 0.08% | Add +1.8% | 15,591 | $786K |
| Global Retirement Partners, LLC | 0.01% | Reduce -2.1% | 15,533 | $783K |
| Kuhn & Co Investment Counsel | 0.51% | Add +17.6% | 15,132 | $763K |
"% 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.