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PIMCO Short Term Municipal Bond Exchange-Traded Fund (SMMU) Institutional Ownership

PIMCO Short Term Municipal Bond Exchange-Traded Fund logo
$50.37 0.00 (0.00%)
Closing price 04:10 PM Eastern
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$50.36 0.00 (-0.01%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Short Term Municipal Bond Exchange-Traded Fund (NYSEARCA:SMMU)

Number of
Institutional Buyers
(last 12 months)
20
Total
Institutional Inflows
(last 12 months)
$98.99M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$8.73M
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SMMU Institutional Buying and Selling by Quarter

PIMCO Short Term Municipal Bond Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Bank of New York Mellon Corp57,953$2.92M0.0%N/A0.275%
4/17/2026 Worth Asset Management LLC4,800$242K0.1%N/A0.023%
3/17/2026John A. Wolfe & Associates Inc.486,884$24.55M10.4%N/A2.499%
2/17/2026Captrust Financial Advisors1,047,846$52.84M0.1%+9.5%5.379%
2/12/2026Davis R M Inc.39,331$1.98M0.0%-45.8%0.202%
2/12/2026Hollencrest Capital Management21,145$1.07M0.0%+1,378.7%0.109%
2/12/2026 Titleist Asset Management LLC11,969$604K0.0%-13.9%0.061%
2/11/2026 Janney Montgomery Scott LLC13,875$700K0.0%N/A0.071%
2/11/2026JPMorgan Chase & Co.827,420$41.73M0.0%-13.7%4.248%
2/4/2026AIFG Consultants Ltd.49,332$2.49M4.3%+3.4%0.254%
2/2/2026 Essex Bank5,950$300K0.1%N/A0.031%
1/23/2026 Farther Finance Advisors LLC23,674$1.19M0.0%+41.4%0.121%
1/21/2026Prime Capital Investment Advisors LLC34,065$1.72M0.0%+89.5%0.174%
1/1/2026JPMorgan Chase & Co.958,785$48.49M0.0%+7.3%5.160%
11/19/2025Captrust Financial Advisors956,854$48.39M0.1%+82.6%5.150%
11/17/2025Strategic Wealth Partners Ltd.11,501$582K0.0%N/A0.062%
11/17/2025Sittner & Nelson LLC35,294$1.79M0.6%-2.1%0.190%
11/17/2025Flow Traders U.S. LLC54,781$2.77M0.1%N/A0.295%
11/12/2025Davis R M Inc.72,517$3.67M0.1%+6.1%0.390%
11/7/2025JPMorgan Chase & Co.958,785$48.49M0.0%+7.3%5.160%
11/5/2025Prime Capital Investment Advisors LLC17,980$909K0.0%+191.2%0.097%
11/4/2025Jones Financial Companies Lllp23,404$1.18M0.0%+5.2%0.126%
11/4/2025 United Community Bank1,860$94K0.0%N/A0.010%
10/14/2025 Farther Finance Advisors LLC16,745$847K0.0%-16.2%0.086%
10/14/2025AIFG Consultants Ltd.47,712$2.41M4.3%+12.7%0.246%
10/9/2025 AdvisorNet Financial Inc12,199$617K0.0%-4.4%0.063%
8/15/2025Captrust Financial Advisors524,063$26.29M0.1%+13.6%2.892%
8/12/2025 Titleist Asset Management LLC13,872$696K0.1%+32.9%0.077%
8/12/2025JPMorgan Chase & Co.893,294$44.82M0.0%+123.6%4.930%
8/8/2025Sittner & Nelson LLC36,038$1.81M0.7%+426.1%0.201%
8/7/2025Davis R M Inc.68,370$3.43M0.1%+3.9%0.381%
8/5/2025NewSquare Capital LLC26,172$1.31M0.1%+2.3%0.146%
7/23/2025Prime Capital Investment Advisors LLC6,175$310K0.0%N/A0.034%
7/14/2025 AdvisorNet Financial Inc12,757$640K0.0%-8.9%0.071%
7/11/2025 Farther Finance Advisors LLC19,973$1.00M0.0%+5.5%0.112%
5/20/2025Anchor Investment Management LLC8,000$400K0.0%+33.3%0.049%
5/15/2025Titleist Asset Management LLC10,439$522K0.1%+3.4%0.063%
5/15/2025Baird Financial Group Inc.8,442$422K0.0%-9.2%0.051%
5/8/2025Davis R M Inc.65,829$3.29M0.1%+5.3%0.476%
4/29/2025Sierra Ocean LLC11,801$590K0.5%+12.3%0.085%
4/23/2025AIFG Consultants Ltd.42,198$2.11M3.5%+3.8%0.305%
4/15/2025GAMMA Investing LLC3,942$197K0.0%-5.3%0.029%
4/14/2025Farther Finance Advisors LLC18,932$946K0.0%+7.6%0.139%
4/14/2025NewSquare Capital LLC25,588$1.28M0.1%-7.8%0.188%
4/7/2025GAMMA Investing LLC197,179$9.86M0.0%+4,635.3%1.448%
4/7/2025AdvisorNet Financial Inc13,998$700K0.1%+21.8%0.103%
2/17/2025Captrust Financial Advisors432,472$21.55M0.1%+11.3%3.748%
2/13/2025Titleist Asset Management LLC10,095$503K0.1%+5.4%0.087%
2/12/2025JPMorgan Chase & Co.143,596$7.16M0.0%+171.2%1.244%
2/10/2025Farther Finance Advisors LLC17,600$877K0.0%-14.5%0.153%
2/7/2025Davis R M Inc.62,538$3.12M0.1%-7.9%0.542%
2/6/2025NewSquare Capital LLC27,742$1.38M0.1%-4.8%0.240%
2/6/2025Jones Financial Companies Lllp11,162$556K0.0%+84.8%0.097%
2/5/2025Private Trust Co. NA798$40K0.0%+50.6%0.007%
2/5/2025Magnolia Private Wealth LLC7,014$350K0.2%N/A0.061%
1/31/2025Sierra Ocean LLC10,508$524K0.4%N/A0.091%
1/29/2025AIFG Consultants Ltd.40,665$2.03M3.3%N/A0.352%
1/29/2025Equitable Trust Co.5,444$271K0.0%N/A0.047%
1/13/2025AdvisorNet Financial Inc11,491$573K0.0%+6.1%0.100%
1/3/2025GAMMA Investing LLC4,164$208K0.0%+133.7%0.036%
12/26/2024JPMorgan Chase & Co.52,956$2.67M0.0%-18.5%0.459%
11/21/2024Anchor Investment Management LLC6,000$303K0.0%+71.4%0.052%
11/14/2024Flow Traders U.S. LLC5,578$282K0.0%-42.4%0.048%
11/14/2024Captrust Financial Advisors388,681$19.63M0.1%+11.4%3.368%
11/13/2024Davis R M Inc.67,923$3.43M0.1%+2.7%0.589%
10/31/2024Sittner & Nelson LLC4,700$237K0.1%+17.5%0.041%
10/29/2024Farther Finance Advisors LLC20,588$1.04M0.0%-17.0%0.178%
10/28/2024Creative Financial Designs Inc. ADV605$31K0.0%N/A0.005%
10/7/2024GAMMA Investing LLC1,782$90K0.0%+178.0%0.015%
9/20/2024Anchor Investment Management LLC3,500$175K0.0%+250.0%0.030%
8/14/2024Clear Point Advisors Inc.4,521$225K0.2%-7.5%0.039%
7/31/2024Farther Finance Advisors LLC24,791$1.23M0.1%+120.9%0.215%
7/26/2024Bank of New York Mellon Corp62,432$3.11M0.0%+0.3%0.541%
7/23/2024NewSquare Capital LLC31,745$1.58M0.1%-15.8%0.275%
7/2/2024GAMMA Investing LLC641$32K0.0%N/A0.006%
5/17/2024Comerica Bank8,275$413K0.0%+7.8%0.072%
5/17/2024Clear Point Advisors Inc.4,888$224K0.2%-5.4%0.042%
5/13/2024Bessemer Group Inc.2,470$123K0.0%N/A0.021%
5/11/2024Davis R M Inc.74,525$3.72M0.1%-10.4%0.647%
4/12/2024AdvisorNet Financial Inc10,505$524K0.1%+2.8%0.098%
2/13/2024Jones Financial Companies Lllp2,810$141K0.0%N/A0.026%
2/9/2024Davis R M Inc.83,151$4.16M0.1%-25.1%0.774%
2/9/2024Certified Advisory Corp43,921$2.20M0.3%+1.1%0.409%
1/29/2024YHB Investment Advisors Inc.12,845$643K0.1%-5.8%0.120%
1/19/2024AdvisorNet Financial Inc10,220$511K0.0%+179.2%0.095%
1/2/2024Anchor Investment Management LLC1,000$50K0.0%N/A0.009%
11/14/2023Sittner & Nelson LLC13,165$644K0.4%-38.8%0.123%
11/13/2023Certified Advisory Corp43,451$2.13M0.2%-5.8%0.405%
11/9/2023Watchman Group Inc.12,503$612K0.3%+8.8%0.116%
11/3/2023NewSquare Capital LLC38,815$1.90M0.2%-4.5%0.361%
10/24/2023Bank of New York Mellon Corp49,274$2.41M0.0%N/A0.459%
10/23/2023YHB Investment Advisors Inc.13,635$667K0.1%-9.2%0.127%
10/18/2023Capital Market Strategies LLC8,939$436K0.4%-12.5%0.083%
10/12/2023AdvisorNet Financial Inc3,661$179K0.0%+1,505.7%0.034%
8/14/2023Certified Advisory Corp46,139$2.29M0.4%+2.5%0.430%
8/14/2023Sittner & Nelson LLC21,517$1.07M0.6%-40.1%0.200%
8/10/2023Davis R M Inc.113,378$5.62M0.1%-8.3%1.056%
8/10/2023YHB Investment Advisors Inc.15,015$744K0.1%-13.3%0.140%
8/10/2023Wintrust Investments LLC7,466$370K0.0%N/A0.070%
8/9/2023Flow Traders U.S. LLC20,970$1.04M0.0%N/A0.195%


SMMU Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SMMU shares?

During the previous two years, 31 institutional investors and hedge funds held shares of PIMCO Short Term Municipal Bond Exchange-Traded Fund. The most heavily invested institutionals were Captrust Financial Advisors ($52.84M), JPMorgan Chase & Co. ($41.73M), John A. Wolfe & Associates Inc. ($24.55M), Bank of New York Mellon Corp ($2.92M), Flow Traders U.S. LLC ($2.77M), AIFG Consultants Ltd. ($2.49M), and Davis R M Inc. ($1.98M).Learn more on PIMCO Short Term Municipal Bond Exchange-Traded Fund's institutional investors.

Which institutional investors have been buying PIMCO Short Term Municipal Bond Exchange-Traded Fund's stock?

Of the 29 institutional investors that purchased PIMCO Short Term Municipal Bond Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($715.39K), Captrust Financial Advisors ($670.05K), John A. Wolfe & Associates Inc. ($486.88K), GAMMA Investing LLC ($197.18K), Bank of New York Mellon Corp ($58.16K), Flow Traders U.S. LLC ($54.78K), and AIFG Consultants Ltd. ($49.19K).

How much institutional buying is happening at PIMCO Short Term Municipal Bond Exchange-Traded Fund?

Institutional investors have bought a total of 1,964,135 shares in the last 24 months. This purchase volume represents approximately $98.99M in transactions.

Which of PIMCO Short Term Municipal Bond Exchange-Traded Fund's major shareholders have been selling company stock?

The following institutional investors have sold PIMCO Short Term Municipal Bond Exchange-Traded Fund stock in the last 24 months: JPMorgan Chase & Co. ($131.37K), Davis R M Inc. ($33.19K), Farther Finance Advisors LLC ($3.23K), Titleist Asset Management LLC ($1.94K), AdvisorNet Financial Inc ($1.80K), Baird Financial Group Inc. ($858.00), and Sittner & Nelson LLC ($744.00).

How much institutional selling is happening at PIMCO Short Term Municipal Bond Exchange-Traded Fund?

Institutional investors have sold a total of 173,115 shares in the last 24 months. This volume of shares sold represents approximately $8.73M in transactions.


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This page (NYSEARCA:SMMU) was last updated on 5/5/2026 by MarketBeat.com Staff.
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