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

PIMCO Short Term Municipal Bond Exchange-Traded Fund logo
$50.30 +0.02 (+0.03%)
As of 10:21 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
17
Total
Institutional Inflows
(last 12 months)
$73.22M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$8.64M
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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
7/9/2026 Worth Asset Management LLC4,600$232K0.1%-4.2%0.020%
5/6/2026 Bessemer Group Inc.28,695$1.45M0.0%N/A0.136%
5/5/2026 Bank 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%
3/17/2026 John 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%
2/11/2026 JPMorgan 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%
1/21/2026 Prime Capital Investment Advisors LLC34,065$1.72M0.0%+89.5%0.174%
1/1/2026 JPMorgan Chase & Co.958,785$48.49M0.0%+7.3%5.160%
11/19/2025Captrust Financial Advisors956,854$48.39M0.1%+82.6%5.150%
11/17/2025 Strategic Wealth Partners Ltd.11,501$582K0.0%N/A0.062%
11/17/2025 Sittner & 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%
11/7/2025 JPMorgan Chase & Co.958,785$48.49M0.0%+7.3%5.160%
11/5/2025 Prime 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%
11/4/2025United 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%
8/12/2025 JPMorgan Chase & Co.893,294$44.82M0.0%+123.6%4.930%
8/8/2025 Sittner & 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%
8/5/2025 NewSquare Capital LLC26,172$1.31M0.1%+2.3%0.146%
7/23/2025 Prime 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%
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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%
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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%


SMMU Institutional Ownership - Frequently Asked Questions

During the previous two years, 30 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.

Of the 28 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 ($196.54K), Bank of New York Mellon Corp ($57.95K), Flow Traders U.S. LLC ($54.78K), and AIFG Consultants Ltd. ($49.19K).

Institutional investors have bought a total of 1,450,469 shares in the last 24 months. This purchase volume represents approximately $73.22M in transactions.

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), Sittner & Nelson LLC ($744.00), AdvisorNet Financial Inc ($558.00), and Worth Asset Management LLC ($200.00).

Institutional investors have sold a total of 171,216 shares in the last 24 months. This volume of shares sold represents approximately $8.64M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SMMU is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/9/2026. New 13F filings are added each quarter as they're published.
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