IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pimco Shrt TRM Muni BND ETF (SMMU)

CUSIP: 72201R874 | NYSE | 440 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Stonebridge Financial Group, LLC1,022,741
3.7% of portfolio›$50.5M
Wealth Enhancement Advisory Services, LLC459,845
0.0% of portfolio›$22.7M
Biltmore Wealth Management, LLC424,382
6.5% of portfolio›$21.0M
Capital Asset Advisory Services LLC167,264
0.3% of portfolio›$8.4M
Websterrogers Financial Advisors, LLC165,397
2.2% of portfolio›$8.2M
Sagespring Wealth Partners, LLC154,424
0.1% of portfolio›$7.6M
Crumly & Associates Inc.131,629
1.2% of portfolio›$6.5M
MBM Wealth Consultants, LLC100,189
0.9% of portfolio›$5.0M
Able Financial Group, LLC94,835
0.7% of portfolio›$4.7M
Commonwealth Equity Services, LLC83,586
0.0% of portfolio›$4.1M
Vise Technologies, Inc.82,407
0.0% of portfolio›$4.1M
Prime Capital Investment Advisors, LLC75,646
0.0% of portfolio›$3.7M
Certified Advisory Corp68,386
0.3% of portfolio›$3.4M
Davenport & Co LLC62,796
0.0% of portfolio›$3.1M
Peoples Bank61,034
1.4% of portfolio›$3.0M
YHB Investment Advisors, Inc.59,348
0.2% of portfolio›$2.9M
CFS Investment Advisory Services, LLC58,400
0.2% of portfolio›$2.9M
Premier Path Wealth Partners, LLC53,789
0.3% of portfolio›$2.7M
Perigon Wealth Management, LLC48,280
0.0% of portfolio›$2.4M
Westside Investment Management, Inc.46,000
0.3% of portfolio›$2.3M
Wealthcare Advisory Partners LLC45,954
0.0% of portfolio›$2.3M
Farther Finance Advisors, LLC45,463
0.0% of portfolio›$2.2M
Stage Harbor Financial, LLC44,833
1.3% of portfolio›$2.2M
Inspirion Wealth Advisors, LLC44,108
0.2% of portfolio›$2.2M
Rockport Wealth LLC39,716
0.3% of portfolio›$2.0M
Stokes Capital Advisors, LLC37,800
0.4% of portfolio›$1.9M
Summit Financial Strategies, Inc.37,734
0.1% of portfolio›$1.9M
Axxcess Wealth Management, LLC36,580
0.1% of portfolio›$1.8M
LifeWealth Investments, LLC35,056
0.5% of portfolio›$1.7M
Dynamic Advisor Solutions LLC34,294
0.0% of portfolio›$1.7M
RFG Advisory, LLC33,483
0.0% of portfolio›$1.7M
Elevation Point Wealth Partners, LLC30,452
0.0% of portfolio›$1.5M
Kestra Advisory Services, LLC30,265
0.0% of portfolio›$1.5M
HB Wealth Management, LLC29,917
0.0% of portfolio›$1.5M
Founders Grove Wealth Partners, LLC29,524
0.3% of portfolio›$1.5M
Ehrlich Financial Group26,940
0.7% of portfolio›$1.3M
StoneCrest Wealth Management, Inc.26,707
0.4% of portfolio›$1.3M
Syntegra Private Wealth Group, LLC24,348
0.1% of portfolio›$1.2M
Main Line Retirement Advisors, LLC23,562
0.5% of portfolio›$1.2M
Titleist Asset Management, LLC23,419
0.1% of portfolio›$1.2M
MBL Wealth, LLC21,662
0.1% of portfolio›$1.1M
Apella Capital, LLC20,925
0.0% of portfolio›$1.0M
EverSource Wealth Advisors, LLC20,449
0.0% of portfolio›$1.0M
Sierra Ocean, LLC19,531
0.6% of portfolio›$965.0K
Skyline Advisors, Inc.18,102
0.3% of portfolio›$894.4K
Kuhn & Co Investment Counsel18,097
0.5% of portfolio›$894.2K
Cambridge Investment Research Advisors, Inc.17,572
0.0% of portfolio›$868
Golden State Wealth Management, LLC17,075
0.1% of portfolio›$843.7K
Integrity Alliance, Llc.16,983
0.0% of portfolio›$839.1K
Triad Wealth Partners, LLC16,872
0.0% of portfolio›$833.6K
Summit Financial Consulting LLC16,488
0.6% of portfolio›$814.7K
Avestar Capital, LLC15,389
0.1% of portfolio›$760.4K
L.K. Benson & Company, P.C.14,229
0.2% of portfolio›$703.0K
Kooman & Associates13,602
0.2% of portfolio›$672.1K
Canvas Wealth Advisors, LLC12,875
0.1% of portfolio›$647.2K
Creative Planning12,324
0.0% of portfolio›$608.9K
Jeter Robert S II12,260
0.4% of portfolio›$608.8K
Wiser Wealth Management, Inc12,013
0.1% of portfolio›$593.6K
Visionary Wealth Advisors11,563
0.0% of portfolio›$571.3K
Onyx Bridge Wealth Group LLC11,040
0.0% of portfolio›$545.5K
Cambridge Capital Management, LLC9,610
0.2% of portfolio›$474.8K
Ashton Thomas Private Wealth, LLC9,495
0.0% of portfolio›$469.1K
Mills Wealth Advisors LLC9,335
0.1% of portfolio›$461.2K
Equitable Trust Co9,291
0.0% of portfolio›$459.1K
Willis Johnson Wealth, Inc.8,967
0.0% of portfolio›$443.1K
Swmg, LLC8,826
0.1% of portfolio›$441.8K
WBH Advisory Inc8,672
0.0% of portfolio›$428.5K
Essex Bank7,928
0.1% of portfolio›$391.6K
Evolution Wealth Management Inc.7,865
0.2% of portfolio›$388.6K
Daymark Wealth Partners, LLC7,045
0.0% of portfolio›$348.1K
Clear Point Advisors Inc.6,865
0.2% of portfolio›$339.2K
Private Wealth Group, LLC6,716
0.1% of portfolio›$331.8K
Capital Advisors, Ltd. LLC6,600
0.0% of portfolio›$326
Rodgers & Associates, LTD6,459
0.0% of portfolio›$319.1K
Kestra Private Wealth Services, LLC6,252
0.0% of portfolio›$308.9K
Novem Group6,053
0.0% of portfolio›$299.1K
DecisionMap Wealth Management, LLC6,051
0.2% of portfolio›$299.0K
ACT Advisors, Llc.5,978
0.1% of portfolio›$295.4K
Whipplewood Advisors, LLC5,869
0.2% of portfolio›$290.0K
American Institute for Advanced Investment Management, LLP5,700
0.2% of portfolio›$281.6K
Cedar Point Capital Partners, LLC5,645
0.2% of portfolio›$278.9K
Elyxium Wealth, LLC5,301
0.0% of portfolio›$261.9K
Objective Capital Management, LLC5,246
0.2% of portfolio›$259.2K
AdvisorNet Financial, Inc5,155
0.0% of portfolio›$255.9K
Members Wealth LLC4,675
0.1% of portfolio›$230.8K
William Mack & Associates, Inc.4,615
0.1% of portfolio›$228.0K
Archford Capital Strategies, LLC4,604
0.0% of portfolio›$227.5K
Worth Asset Management, LLC4,600
0.1% of portfolio›$227.3K
Carolina Wealth Management Inc4,506
0.1% of portfolio›$222.6K
Gradient Investments LLC4,290
0.0% of portfolio›$211.9K
StoneX Group Inc.4,121
0.0% of portfolio›$205.8K
Blue Trust, Inc.2,511
0.0% of portfolio›$124.1K
IFP Advisors, Inc2,368
0.0% of portfolio›$117.0K
Signature Equity Partners, LLC2,098
0.0% of portfolio›$103.7K
Assetmark, Inc1,057
0.0% of portfolio›$52.2K
Key FInancial Inc989
0.0% of portfolio›$48.9K
Creative Financial Designs Inc777
0.0% of portfolio›$38.4K
Harbor Asset Planning, Inc.715
0.0% of portfolio›$35.3K
Private Trust Co NA708
0.0% of portfolio›$35.0K
Wilmington Savings Fund Society, FSB585
0.0% of portfolio›$28.9K
Holos Integrated Wealth LLC585
0.0% of portfolio›$29.1K
Valley Wealth Managers, Inc.237
0.0% of portfolio›$11.7K
Gamma Investing LLC124
0.0% of portfolio›$6.1K
Capital Investment Advisory Services, LLC100
0.0% of portfolio›$4.9K
StyleTurnoverLocationFiled
Stonebridge Financial Group, LLC
1,022,741$50.5M3.7%ETFMediumWormleysburg, PA2026-10-01
Wealth Enhancement Advisory Services, LLC
459,845$22.7M0.0%CoreLowPlymouth, MN2026-10-13
Biltmore Wealth Management, LLC
424,382$21.0M6.5%ETFVery LowTempe, AZ2026-10-09
Capital Asset Advisory Services LLC
167,264$8.4M0.3%ETFLowWilliamston, MI2026-10-30
Websterrogers Financial Advisors, LLC
165,397$8.2M2.2%ETFVery LowFlorence, SC2026-11-02
Sagespring Wealth Partners, LLC
154,424$7.6M0.1%ETFLowFranklin, TN2026-10-22
Crumly & Associates Inc.
131,629$6.5M1.2%ETFMediumSpringfield, IL2026-10-07
MBM Wealth Consultants, LLC
100,189$5.0M0.9%ETFVery LowChesterfield, MO2026-10-20
Able Financial Group, LLC
94,835$4.7M0.7%ETFLowScottsdale, AZ2026-10-14
Commonwealth Equity Services, LLC
83,586$4.1M0.0%ETFLowWaltham, MA2026-11-02
Vise Technologies, Inc.
82,407$4.1M0.0%IndexLowNew York, NY2026-10-29
Prime Capital Investment Advisors, LLC
75,646$3.7M0.0%ETFLowOverland Park, KS2026-10-20
Certified Advisory Corp
68,386$3.4M0.3%ETFLowAltamonte Springs, FL2026-10-29
Davenport & Co LLC
62,796$3.1M0.0%CoreMediumRichmond, VA2026-10-14
Peoples Bank
61,034$3.0M1.4%ETFLowMarietta, OH2026-10-26
YHB Investment Advisors, Inc.
59,348$2.9M0.2%GrowthLowWest Hartford, CT2026-10-08
CFS Investment Advisory Services, LLC
58,400$2.9M0.2%ETFMediumTotowa, NJ2026-10-19
Premier Path Wealth Partners, LLC
53,789$2.7M0.3%GrowthMediumMadison, NJ2026-10-16
Perigon Wealth Management, LLC
48,280$2.4M0.0%GrowthLowSan Francisco, CA2026-10-22
Westside Investment Management, Inc.
46,000$2.3M0.3%GrowthLowSanta Monica, CA2026-11-02
Wealthcare Advisory Partners LLC
45,954$2.3M0.0%ETFLowWest Chester, PA2026-10-21
Farther Finance Advisors, LLC
45,463$2.2M0.0%IndexLowSan Francisco, CA2026-10-08
Stage Harbor Financial, LLC
44,833$2.2M1.3%ETFVery LowWestwood, MA2026-11-03
Inspirion Wealth Advisors, LLC
44,108$2.2M0.2%ETFMediumLibertyville, IL2026-10-09
Rockport Wealth LLC
39,716$2.0M0.3%ETFMediumFairview Park, OH2026-11-03
Stokes Capital Advisors, LLC
37,800$1.9M0.4%CoreMediumGreenwood, SC2026-10-09
Summit Financial Strategies, Inc.
37,734$1.9M0.1%ETFLowColumbus, OH2026-10-14
Axxcess Wealth Management, LLC
36,580$1.8M0.1%CoreLowCarlsbad, CA2026-10-21
LifeWealth Investments, LLC
35,056$1.7M0.5%ETFMediumWinter Garden, FL2026-10-21
Dynamic Advisor Solutions LLC
34,294$1.7M0.0%ETFLowPhoenix, AZ2026-10-13
RFG Advisory, LLC
33,483$1.7M0.0%ETFMediumBirmingham, AL2026-11-03
Elevation Point Wealth Partners, LLC
30,452$1.5M0.0%CoreHighDenver, CO2026-11-05
Kestra Advisory Services, LLC
30,265$1.5M0.0%CoreLowAustin, TX2026-11-02
HB Wealth Management, LLC
29,917$1.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Founders Grove Wealth Partners, LLC
29,524$1.5M0.3%ETFLowRichmond, VA2026-10-16
Ehrlich Financial Group
26,940$1.3M0.7%ETFHighLaguna Niguel, CA2026-10-20
StoneCrest Wealth Management, Inc.
26,707$1.3M0.4%ETFMediumChandler, AZ2026-11-03
Syntegra Private Wealth Group, LLC
24,348$1.2M0.1%ETFLowChesterfield, MO2026-10-13
Main Line Retirement Advisors, LLC
23,562$1.2M0.5%ETFLowWhitefish, MT2026-10-14
Titleist Asset Management, LLC
23,419$1.2M0.1%ETFLowSan Antonio, TX2026-10-08
MBL Wealth, LLC
21,662$1.1M0.1%ETFLowCharlotte, NC2026-10-22
Apella Capital, LLC
20,925$1.0M0.0%ETFVery LowWest Hartford, CT2026-10-08
EverSource Wealth Advisors, LLC
20,449$1.0M0.0%CoreMediumBirmingham, AL2026-11-04
Sierra Ocean, LLC
19,531$965.0K0.6%ETFLowRipon, CA2026-11-03
Skyline Advisors, Inc.
18,102$894.4K0.3%ETFMediumBellingham, WA2026-11-03
Kuhn & Co Investment Counsel
18,097$894.2K0.5%CoreLowChicago, IL2026-10-29
Cambridge Investment Research Advisors, Inc.
17,572$8680.0%ETFLowFairfield, IA2026-11-02
Golden State Wealth Management, LLC
17,075$843.7K0.1%ETFMediumSanta Ana, CA2026-11-02
Integrity Alliance, Llc.
16,983$839.1K0.0%ETFMediumUrbandale, IA2026-10-29
Triad Wealth Partners, LLC
16,872$833.6K0.0%ETFMediumLawrence, KS2026-10-26
Summit Financial Consulting LLC
16,488$814.7K0.6%ETFHighSterling Heights, MI2026-10-15
Avestar Capital, LLC
15,389$760.4K0.1%GrowthLowNew York, NY2026-10-28
L.K. Benson & Company, P.C.
14,229$703.0K0.2%YieldVery LowTimonium, MD2026-10-23
Kooman & Associates
13,602$672.1K0.2%ETFLowAltoona, PA2026-10-21
Canvas Wealth Advisors, LLC
12,875$647.2K0.1%GrowthLowShawnee, KS2026-11-02
Creative Planning
12,324$608.9K0.0%IndexVery LowOverland Park, KS2026-11-02
Jeter Robert S II
12,260$608.8K0.4%ETFVery LowBethany Beach, DE2026-10-16
Wiser Wealth Management, Inc
12,013$593.6K0.1%ETFVery LowMarietta, GA2026-10-14
Visionary Wealth Advisors
11,563$571.3K0.0%ETFLowO'Fallon, IL2026-11-04
Onyx Bridge Wealth Group LLC
11,040$545.5K0.0%ETFMediumTarrytown, NY2026-10-16
Cambridge Capital Management, LLC
9,610$474.8K0.2%ETFVery LowO'Fallon, IL2026-10-19
Ashton Thomas Private Wealth, LLC
9,495$469.1K0.0%CoreMediumScottsdale, AZ2026-11-03
Mills Wealth Advisors LLC
9,335$461.2K0.1%ETFMediumSouthlake, TX2026-10-22
Equitable Trust Co
9,291$459.1K0.0%CoreLowNashville, TN2026-10-13
Willis Johnson Wealth, Inc.
8,967$443.1K0.0%ETFLowHouston, TX2026-11-03
Swmg, LLC
8,826$441.8K0.1%ETFMediumFort Worth, TX2026-10-23
WBH Advisory Inc
8,672$428.5K0.0%ETFLowBaltimore, MD2026-11-05
Essex Bank
7,928$391.6K0.1%CoreLowEssex, CT2026-10-16
Evolution Wealth Management Inc.
7,865$388.6K0.2%ETFMediumFort Myers, FL2026-10-28
Daymark Wealth Partners, LLC
7,045$348.1K0.0%CoreLowCincinnati, OH2026-11-04
Clear Point Advisors Inc.
6,865$339.2K0.2%ETFMediumMelville, NY2026-10-30
Private Wealth Group, LLC
6,716$331.8K0.1%ETFLowTampa, FL2026-10-19
Capital Advisors, Ltd. LLC
6,600$3260.0%ETFLowShaker Heights, OH2026-10-27
Rodgers & Associates, LTD
6,459$319.1K0.0%ETFVery LowLancaster, PA2026-10-20
Kestra Private Wealth Services, LLC
6,252$308.9K0.0%GrowthLowAustin, TX2026-10-30
Novem Group
6,053$299.1K0.0%ETFMediumRochester, NY2026-10-19
DecisionMap Wealth Management, LLC
6,051$299.0K0.2%ETFLowGreat Falls, VA2026-10-29
ACT Advisors, Llc.
5,978$295.4K0.1%ETFMediumAsheville, NC2026-10-15
Whipplewood Advisors, LLC
5,869$290.0K0.2%ETFLowLittleton, CO2026-10-20
American Institute for Advanced Investment Management, LLP
5,700$281.6K0.2%ETFLowScottsdale, AZ2026-11-03
Cedar Point Capital Partners, LLC
5,645$278.9K0.2%ETFMediumCedar Rapids, IA2026-10-29
Elyxium Wealth, LLC
5,301$261.9K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Objective Capital Management, LLC
5,246$259.2K0.2%ETFLowFairlawn, OH2026-10-13
AdvisorNet Financial, Inc
5,155$255.9K0.0%ETFLowMinnetonka, MN2026-10-15
Members Wealth LLC
4,675$230.8K0.1%ETFLowMedia, PA2026-10-20
William Mack & Associates, Inc.
4,615$228.0K0.1%ETFLowTroy, MI2026-10-27
Archford Capital Strategies, LLC
4,604$227.5K0.0%GrowthMediumSwansea, IL2026-10-19
Worth Asset Management, LLC
4,600$227.3K0.1%ETFHighDallas, TX2026-10-07
Carolina Wealth Management Inc
4,506$222.6K0.1%ETFN/AGreenville, NC2026-10-29
Gradient Investments LLC
4,290$211.9K0.0%CoreMediumArden Hills, MN2026-10-08
StoneX Group Inc.
4,121$205.8K0.0%ETFMediumNew York, NY2026-11-03
Blue Trust, Inc.
2,511$124.1K0.0%ETFLowBrentwood, TN2026-10-15
IFP Advisors, Inc
2,368$117.0K0.0%GrowthLowTampa, FL2026-10-16
Signature Equity Partners, LLC
2,098$103.7K0.0%GrowthMediumColumbus, OH2026-10-29
Assetmark, Inc
1,057$52.2K0.0%ETFLowConcord, CA2026-10-21
Key FInancial Inc
989$48.9K0.0%ETFLowWest Chester, PA2026-11-02
Creative Financial Designs Inc
777$38.4K0.0%ETFMediumKokomo, IN2026-11-04
Harbor Asset Planning, Inc.
715$35.3K0.0%ETFVery LowBelmont, MA2026-10-23
Private Trust Co NA
708$35.0K0.0%CoreLowCleveland, OH2026-10-20
Wilmington Savings Fund Society, FSB
585$28.9K0.0%CoreLowWilmington, DE2026-10-23
Holos Integrated Wealth LLC
585$29.1K0.0%ETFLowKennett Square, PA2026-10-23
Valley Wealth Managers, Inc.
237$11.7K0.0%GARPMediumParamus, NJ2026-10-09
Gamma Investing LLC
124$6.1K0.0%IndexVery LowFoster City, CA2026-10-08
Capital Investment Advisory Services, LLC
100$4.9K0.0%CoreMediumRaleigh, NC2026-10-30