PIMCO SHRT TRM Muni BND ETFSMMUETF
13F holders, Q1 2026 (March 31)196holders +11
26new positions
12sold out
1famous investor
$50.45avg. 13F price*
At the end of Q1 2026, 196 institutions reported holding PIMCO SHRT TRM Muni BND ETF (SMMU) in their 13F filings, up 11 from Q4 2025. 26 opened new positions and 12 sold out. The largest holders were Morgan Stanley ($166.0M), Captrust Financial Advisors ($58.4M) and Bank of America Corp. ($58.4M). 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 (Q1 2026)
- CUSIP
- 72201R874
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $21.8M |
| Exits | 12 | $13.2M |
All 13F filers, Q4 2025 → Q1 2026: 1,819,369 shares bought and 1,313,745 shares sold, net +505,624 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 196 holders
| Morgan Stanley | 0.01% | Add +12.6% | 3,289,525 | $166.0M |
| Captrust Financial Advisors | 0.10% | Add +10.6% | 1,158,451 | $58.4M |
| Bank of America Corp. | 0.00% | Add +5.9% | 1,156,634 | $58.4M |
| Stonebridge Financial Group, LLC | 4.38% | Reduce -0.7% | 1,056,265 | $53.3M |
| Cwm, LLC | 0.11% | Add +12.0% | 796,197 | $40.2M |
| Cetera Investment Advisers | 0.03% | Reduce -8.0% | 639,743 | $32.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.1% | 636,240 | $32.1M |
| LPL Financial LLC | 0.01% | Add +8.8% | 548,897 | $27.7M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -31.4% | 497,057 | $25.1M |
| Biltmore Wealth Management, LLC | 7.51% | Add +3.6% | 418,529 | $21.1M |
| TD Capital Management LLC | 1.83% | Add +5.2% | 402,850 | $20.3M |
| Osaic Holdings, Inc. | 0.03% | Add +23.1% | 389,976 | $19.7M |
| John A. Wolfe & Associates, Inc. | 28.07% | Reduce -25.6% | 362,278 | $18.3M |
| Raymond James Financial Inc. | 0.00% | Add +6.2% | 318,044 | $16.0M |
| Wells Fargo & Company | 0.00% | Add +4.7% | 277,439 | $14.0M |
| Condor Capital Management | 1.13% | Add +3.0% | 268,422 | $13.5M |
| Sagespring Wealth Partners, LLC | 0.25% | Reduce -43.6% | 266,548 | $13.4M |
| Stifel Financial Corp. | 0.01% | Add +17.9% | 176,862 | $8.9M |
| Gateway Wealth Partners, LLC | 0.34% | Add +124.7% | 173,810 | $8.8M |
| Capital Asset Advisory Services LLC | 0.33% | Add +16.1% | 168,800 | $8.5M |
| Kelman-Lazarov, Inc. | 1.17% | Add +16.6% | 161,103 | $8.1M |
| Websterrogers Financial Advisors, LLC | 2.32% | Add +5.7% | 160,943 | $8.1M |
| Vise Technologies, Inc. | 0.15% | No change | 147,634 | $7.4M |
| Quotient Wealth Partners, LLC | 0.18% | Reduce -2.9% | 133,748 | $6.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +398.3% | 132,807 | $6.7M |
| Allworth Financial LP | 0.03% | Add +8.5% | 132,745 | $6.7M |
| HighPoint Advisor Group LLC | 0.28% | Reduce -0.5% | 130,741 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +20.7% | 113,164 | $5.7M |
| Crumly & Associates Inc. | 1.11% | Add +15.7% | 105,091 | $5.3M |
| Optimus Capital Advisors, LLC | 3.08% | Add +8.5% | 103,375 | $5.2M |
| MAI Capital Management | 0.03% | Add +2.1% | 98,816 | $5.0M |
| CarsonAllaria Wealth Management, Ltd. | 2.36% | Reduce -2.3% | 94,839 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Add +7.0% | 91,780 | $4.6M |
| Sittner & Nelson, LLC | 1.54% | Reduce -3.4% | 83,485 | $4.2M |
| MBM Wealth Consultants, LLC | 0.92% | Add +11.4% | 79,635 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | New | 66,564 | $3.4M |
| Milestone Investment Advisors LLC | 0.80% | Add +50.3% | 65,834 | $3.3M |
| ABLE Financial Group, LLC | 0.60% | Reduce -0.3% | 61,186 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.6% | 58,058 | $2.9M |
| Bank of New York Mellon Corp | 0.00% | New | 57,953 | $2.9M |
| YHB Investment Advisors, Inc. | 0.21% | Add +19.4% | 57,687 | $2.9M |
| CFS Investment Advisory Services, LLC | 0.20% | Reduce -3.7% | 56,963 | $2.9M |
| Certified Advisory Corp | 0.25% | Add +8.8% | 55,105 | $2.8M |
| Summit Financial, LLC | 0.03% | Add +139.9% | 53,416 | $2.7M |
| Cerity Partners LLC | 0.00% | Reduce -18.8% | 52,833 | $2.7M |
| Westside Investment Management, Inc. | 0.40% | Reduce -19.5% | 52,240 | $2.6M |
| Independent Advisor Alliance | 0.03% | New | 51,180 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +78.1% | 49,716 | $2.5M |
| UBS Group AG | 0.00% | Reduce -10.0% | 48,706 | $2.5M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +40.7% | 47,925 | $2.4M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.4% | 46,438 | $2.3M |
| DAVENPORT & Co LLC | 0.01% | Add +8.2% | 44,660 | $2.3M |
| Inspirion Wealth Advisors, LLC | 0.26% | No change | 41,508 | $2.1M |
| PAX Financial Group, LLC | 0.35% | Add +0.2% | 40,111 | $2.0M |
| Davis R M Inc. | 0.04% | Add +1.8% | 40,051 | $2.0M |
| Stokes Capital Advisors, LLC | 0.45% | New | 40,000 | $2.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.1% | 39,349 | $2.0M |
| Inspire Advisors, LLC | 0.16% | Add +5.0% | 38,519 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +2.9% | 38,223 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -4.2% | 36,820 | $1.9M |
| Summit Financial Strategies, Inc. | 0.14% | Add +9.8% | 35,954 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +11.3% | 35,628 | $1.8M |
| LifeWealth Investments, LLC | 0.53% | No change | 35,056 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +46.0% | 34,557 | $1.7M |
| IAM Advisory, LLC | 0.39% | Add +2.6% | 34,481 | $1.7M |
| Ehrlich Financial Group | 0.96% | Reduce -8.3% | 33,097 | $1.7M |
| Founders Grove Wealth Partners, LLC | 0.37% | Add +1.3% | 31,970 | $1.6M |
| Lakeridge Wealth Management LLC | 0.69% | New | 31,610 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +28.4% | 31,601 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +28.4% | 31,600 | $1.6M |
| Unique Wealth, LLC | 0.21% | Reduce -37.8% | 29,746 | $1.5M |
| Bessemer Group Inc. | 0.00% | New | 28,695 | $1.4M |
| HighTower Advisors, LLC | 0.00% | Add +3.4% | 28,074 | $1.4M |
| StoneCrest Wealth Management, Inc. | 0.57% | No change | 26,707 | $1.3M |
| Signet Financial Management, LLC | 0.15% | Reduce -10.9% | 26,583 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -18.3% | 26,259 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -13.6% | 25,951 | $1.3M |
| NewSquare Capital LLC | 0.11% | Add +4.1% | 25,237 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +19.1% | 24,349 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -22.4% | 24,207 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +12.7% | 24,186 | $1.2M |
| GeoWealth Management, LLC | 0.04% | New | 23,984 | $1.2M |
| Main Line Retirement Advisors, LLC | 0.59% | Add +0.5% | 23,291 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.9% | 23,174 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | No change | 22,533 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -65.4% | 22,522 | $1.1M |
| BCGM Wealth Management, LLC | 0.28% | Reduce -0.9% | 22,248 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | New | 22,196 | $1.1M |
| Premier Path Wealth Partners, LLC | 0.15% | Add +5.2% | 22,122 | $1.1M |
| RFG Advisory, LLC | 0.02% | Add +35.3% | 22,067 | $1.1M |
| MBL Wealth, LLC | 0.08% | Reduce -3.6% | 21,762 | $1.1M |
| Hollencrest Capital Management | 0.04% | No change | 21,145 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.9% | 21,020 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +6.9% | 20,962 | $1.1M |
| Smith Partners Wealth Management, LLC | 0.94% | Add +128.6% | 20,775 | $1.0M |
| Titleist Asset Management, LLC | 0.07% | Add +52.8% | 18,285 | $922K |
| Skyline Advisors, Inc. | 0.32% | Reduce -17.9% | 18,125 | $914K |
| Oak Wealth Advisors LLC | 0.49% | Add +13.9% | 17,795 | $898K |
| Pathstone Holdings, LLC | 0.00% | Add +107.0% | 17,146 | $865K |
| Rockport Wealth LLC | 0.15% | Reduce -13.2% | 16,823 | $849K |
| Kuhn & Co Investment Counsel | 0.54% | Add +10.5% | 16,715 | $843K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -46.1% | 15,649 | $789K |
| Golden State Wealth Management, LLC | 0.09% | Add +0.1% | 15,608 | $787K |
| Summit Financial Consulting LLC | 0.55% | Add +4.5% | 15,252 | $769K |
| Canvas Wealth Advisors, LLC | 0.13% | New | 14,740 | $744K |
| Kooman & Associates | 0.22% | Add +3.7% | 14,713 | $742K |
| L.K. Benson & Company, P.C. | 0.24% | Add +0.3% | 14,148 | $714K |
| Sierra Ocean, LLC | 0.59% | Reduce -0.5% | 14,136 | $713K |
| Janney Montgomery Scott LLC | 0.00% | No change | 13,875 | $700K |
| Bedel Financial Consulting, Inc. | 0.08% | No change | 13,184 | $665K |
| Mercer Global Advisors Inc. | 0.00% | No change | 12,912 | $651K |
| Fifth Third Bancorp | 0.00% | New | 12,868 | $649K |
| LongView Wealth Management | 0.15% | Reduce -62.2% | 12,154 | $614K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.0% | 11,968 | $604K |
| Natixis Advisors, LLC | 0.00% | New | 11,706 | $591K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -5.2% | 11,652 | $588K |
| TruWealth Advisors, LLC | 0.03% | Add +5.4% | 11,635 | $587K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.1% | 11,632 | $587K |
| Creative Planning | 0.00% | New | 11,601 | $585K |
| Cedar Point Capital Partners, LLC | 0.37% | Reduce -79.8% | 11,421 | $576K |
| Rodgers & Associates, LTD | 0.06% | Add +6.7% | 11,194 | $565K |
| Evergreen Wealth Partners LLC | 0.42% | Add +0.7% | 10,918 | $551K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.7% | 10,884 | $549K |
| Advyzon Investment Management, LLC | 0.05% | Add +1.6% | 10,861 | $548K |
| Apella Capital, LLC | 0.01% | Reduce -2.8% | 10,347 | $523K |
| Swmg, LLC | 0.15% | Add +74.8% | 10,327 | $521K |
| SageView Advisory Group, LLC | 0.02% | Add +0.7% | 9,923 | $501K |
| Barnes Wealth Management Group, Inc | 0.25% | Add +39.6% | 9,873 | $498K |
| Cambridge Capital Management, LLC | 0.21% | Add +1.4% | 9,610 | $485K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 9,495 | $479K |
| Jeter Robert S II | 0.47% | — | 9,419 | $475K |
| Avestar Capital, LLC | 0.03% | New | 9,123 | $460K |
| WBH Advisory Inc. | 0.03% | No change | 8,552 | $431K |
| Anchor Investment Management, LLC | 0.03% | No change | 8,000 | $404K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.2% | 7,945 | $401K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +12.3% | 7,678 | $387K |
| Whipplewood Advisors, LLC | 0.20% | Add +1.8% | 7,565 | $382K |
| Hyundai Investments Co., Ltd. | 0.42% | Reduce -20.7% | 7,455 | $376K |
| Beacon Capital Management, LLC | 0.07% | Reduce -7.5% | 7,434 | $375K |
| &partners | 0.00% | Add +0.5% | 6,965 | $351K |
| IAG Wealth Partners, LLC | 0.04% | New | 6,909 | $349K |
| Clear Point Advisors Inc. | 0.27% | Reduce -7.7% | 6,887 | $347K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 6,600 | $333K |
| DecisionMap Wealth Management, LLC | 0.21% | Reduce -14.1% | 6,426 | $324K |
| Rehmann Capital Advisory Group | 0.02% | New | 6,300 | $318K |
| PFG Advisors | 0.02% | Reduce -17.2% | 6,268 | $316K |
| Novem Group | 0.04% | Add +0.5% | 6,153 | $310K |
| Merit Financial Group, LLC | 0.00% | Reduce -4.5% | 6,082 | $307K |
| Essex Bank | 0.07% | No change | 5,950 | $300K |
| Gradient Investments LLC | 0.00% | Reduce -32.9% | 5,801 | $293K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -21.0% | 5,697 | $287K |
| Equitable Trust Co. | 0.01% | Reduce -0.5% | 5,651 | $285K |
| Private Advisor Group, LLC | 0.00% | Reduce -29.8% | 5,635 | $284K |
| Private Wealth Group, LLC | 0.13% | Add +1.7% | 5,588 | $282K |
| Horizon Family Wealth, Inc. | 0.14% | New | 5,339 | $269K |
| Objective Capital Management, LLC | 0.27% | Add +0.4% | 5,246 | $265K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.9% | 5,241 | $264K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +100.0% | 5,200 | $262K |
| Brooklyn Investment Group | 0.01% | New | 5,187 | $262K |
| Marshall Financial Group, LLC | 0.04% | No change | 5,100 | $257K |
| Atlas Legacy Advisors, LLC | 0.05% | Reduce -5.1% | 4,937 | $249K |
| Total Clarity Wealth Management, Inc. | 0.06% | No change | 4,913 | $248K |
| Geneos Wealth Management Inc. | 0.01% | Add +67.7% | 4,830 | $244K |
| Strategic Financial Concepts, LLC | 0.06% | New | 5,019 | $243K |
| Worth Asset Management, LLC | 0.09% | New | 4,800 | $242K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.2% | 4,770 | $241K |
| Morris Financial Concepts, Inc. | 0.08% | Add +75.8% | 4,746 | $239K |
| Harbour Investments, Inc. | 0.00% | Reduce -19.3% | 4,576 | $231K |
| Archford Capital Strategies, LLC | 0.03% | New | 4,571 | $231K |
| Madison Wealth Partners, Inc | 0.04% | Add +0.4% | 4,514 | $228K |
| Rossby Financial, LCC | 0.05% | New | 4,440 | $224K |
| American Institute for Advanced Investment Management, LLP | 0.14% | Reduce -6.7% | 4,200 | $212K |
| William Mack & Associates, Inc. | 0.12% | Reduce -45.1% | 4,170 | $210K |
| Peoples Bank | 0.12% | New | 4,001 | $202K |
| Centaurus Financial, Inc. | 0.01% | Add +0.7% | 3,467 | $175K |
| Atlantic Union Bankshares Corp | 0.00% | Add +41.9% | 3,449 | $174K |
| AE Wealth Management LLC | 0.00% | Add +105.4% | 3,289 | $166K |
| IFP Advisors, Inc | 0.00% | No change | 2,863 | $144K |
| Blue Trust, Inc. | 0.00% | No change | 2,511 | $127K |
| Assetmark, Inc. | 0.00% | Add +358.6% | 2,357 | $119K |
| United Community Bank | 0.04% | New | 2,110 | $106K |
| Capital Analysts, LLC | 0.00% | New | 1,537 | $78K |
| Key Financial Inc | 0.01% | No change | 989 | $50K |
| Blair William & Co. | 0.00% | No change | 810 | $41K |
| Napier Financial, LLC | 0.01% | New | 784 | $40K |
| Private Trust Co. NA | 0.00% | No change | 708 | $36K |
| Harbor Asset Planning, Inc. | 0.03% | Add +0.7% | 705 | $36K |
| Creative Financial Designs Inc. | 0.00% | Add +0.6% | 696 | $35K |
| Allianz Asset Management GmbH | 0.00% | No change | 271 | $14K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 237 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 150 | $8K |
| GAMMA Investing LLC | 0.00% | Add +9.5% | 115 | $6K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 101 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $5K |
| Basepoint Wealth LLC | 0.00% | New | 9 | $454 |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 1 | $46 |
"% 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.