PIMCO SHRT TRM MUNI BND ETF SMMU
$50.42
+0.1% 52w: $48.68 – $50.42
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data48.6849.5550.42
Jun 20, 2025 Jul 2, 2026
Institutional holders
196
+11 QoQ
13F value
$892.3M
+2.5% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SMMU?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 3.3M | $166.0M | 0.0% | +12.5% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 1.2M | $58.4M | 0.1% | +10.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 1.2M | $58.4M | 0.0% | +5.9% |
| Stonebridge Financial Group, LLC | Wealth advisor | 1.1M | $53.3M | 4.4% | -0.7% |
| CWM, LLC | Wealth advisor | 796.2K | $40.2M | 0.1% | +12.0% |
| Cetera Investment Advisers | Wealth advisor | 639.7K | $32.3M | 0.0% | -8.0% |
| JPMORGAN CHASE & CO | Bank broker | 636.2K | $32.1M | 0.0% | -23.1% |
| LPL Financial LLC | Bank broker | 548.9K | $27.7M | 0.0% | +8.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 497.1K | $25.1M | 0.1% | -31.4% |
| Biltmore Wealth Management, LLC | Wealth advisor | 418.5K | $21.1M | 7.5% | +3.6% |
| TD Capital Management LLC | Wealth advisor | 402.9K | $20.3M | 1.8% | +5.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 390.0K | $19.7M | 0.0% | +23.0% |
| John A. Wolfe & Associates, Inc. | Wealth advisor | 362.3K | $18.3M | 28.1% | -25.6% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 318.0K | $16.0M | 0.0% | +6.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 277.4K | $14.0M | 0.0% | +4.7% |
| CONDOR CAPITAL MANAGEMENT | Wealth advisor | 268.4K | $13.5M | 1.1% | +3.0% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 266.5K | $13.4M | 0.2% | -43.6% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 176.9K | $8.9M | 0.0% | +17.9% |
| Gateway Wealth Partners, LLC | Wealth advisor | 173.8K | $8.8M | 0.3% | +124.7% |
| Capital Asset Advisory Services LLC | Wealth advisor | 168.8K | $8.5M | 0.3% | +16.1% |
| Kelman-Lazarov, Inc. | Wealth advisor | 161.1K | $8.1M | 1.2% | +16.6% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | Wealth advisor | 160.9K | $8.1M | 2.3% | +5.6% |
| Vise Technologies, Inc. | Wealth advisor | 147.6K | $7.4M | 0.1% | Held |
| Quotient Wealth Partners, LLC | Wealth advisor | 133.7K | $6.7M | 0.2% | -2.9% |
| Integrated Wealth Concepts LLC | Wealth advisor | 132.8K | $6.7M | 0.1% | +398.3% |
| Allworth Financial LP | Wealth advisor | 132.7K | $6.7M | 0.0% | +8.5% |
| HighPoint Advisor Group LLC | Wealth advisor | 130.7K | $6.6M | 0.3% | -0.5% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 113.2K | $5.7M | 0.0% | +20.7% |
| Crumly & Associates Inc. | Wealth advisor | 105.1K | $5.3M | 1.1% | +15.7% |
| Optimus Capital Advisors, LLC | Wealth advisor | 103.4K | $5.2M | 3.1% | +8.5% |
| MAI Capital Management | Wealth advisor | 98.8K | $5.0M | 0.0% | +2.1% |
| CarsonAllaria Wealth Management, Ltd. | Wealth advisor | 94.8K | $4.8M | 2.4% | -2.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 91.8K | $4.6M | 0.0% | +7.0% |
| SITTNER & NELSON, LLC | Other | 83.5K | $4.2M | 1.5% | -3.4% |
| MBM WEALTH CONSULTANTS, LLC | Wealth advisor | 79.6K | $4.0M | 0.9% | +11.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 66.6K | $3.4M | 0.0% | New |
| Milestone Investment Advisors LLC | Wealth advisor | 65.8K | $3.3M | 0.8% | +50.3% |
| ABLE Financial Group, LLC | Wealth advisor | 61.2K | $3.1M | 0.6% | -0.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 58.1K | $2.9M | 0.0% | +3.7% |
| Bank of New York Mellon Corp | Diversified mechanical | 58.0K | $2.9M | 0.0% | New |
| YHB Investment Advisors, Inc. | Other | 57.7K | $2.9M | 0.2% | +19.4% |
| CFS Investment Advisory Services, LLC | Wealth advisor | 57.0K | $2.9M | 0.2% | -3.7% |
| Certified Advisory Corp | Wealth advisor | 55.1K | $2.8M | 0.2% | +8.8% |
| Summit Financial, LLC | Wealth advisor | 53.4K | $2.7M | 0.0% | +139.9% |
| Cerity Partners LLC | Diversified mechanical | 52.8K | $2.7M | 0.0% | -18.8% |
| Westside Investment Management, Inc. | Diversified mechanical | 52.2K | $2.6M | 0.4% | -19.5% |
| Independent Advisor Alliance | Wealth advisor | 51.2K | $2.6M | 0.0% | New |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 49.7K | $2.5M | 0.0% | +78.1% |
| UBS Group AG | Bank broker | 48.7K | $2.5M | 0.0% | -10.0% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 47.9K | $2.4M | 0.0% | +40.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.