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Disclosery

SMMU PIMCO ETF TR

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SHTRM MUN BD ACT (fund)

200 managers (202 13F filers) reported a position in SMMU shares at 2026-06-30, 18,319,133 shares in all. 20 filers opened a position and 14 filers sold out during the quarter.

Managers
200
13F filers
202
New
20
Added
102
Reduced
53
Sold out
14
Shares held by filers
18,319,133

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY3,573,247$180M0.01%+283,72213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,370,095$69.2M0.11%+211,64413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,282,365$64.8M<0.01%+125,73113F-HRTimelineGroup
Stonebridge Financial Group, LLC1,050,787$53.1M4.03%-5,47813F-HRTimeline
Cetera Investment Advisers612,120$30.9M0.03%-27,62313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO606,473$30.6M<0.01%-29,76713F-HRTimelineGroup
LPL Financial LLC599,248$30.3M0.01%+50,35113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…495,505$25M0.04%-1,55213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC427,458$21.6M0.01%+109,41413F-HRTimelineGroup
Biltmore Wealth Management, LLC424,580$21.4M6.69%+6,05113F-HRTimeline
John A. Wolfe & Associates, Inc.403,445$20.4M28.06%+41,16713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.402,335$20.3M0.02%+12,35913F-HRTimelineGroup
TD Capital Management LLC401,878$20.3M1.66%-97213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN380,329$19.2M<0.01%+102,89013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT268,866$13.6M1.02%+44413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP233,000$11.8M0.01%+56,13813F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC207,752$10.5M0.16%-58,79613F-HRTimeline
Kelman-Lazarov, Inc.172,326$8.7M1.14%+11,22313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC172,039$8.69M0.14%new13F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC161,569$8.16M2.09%+62613F-HRTimeline
Vise Technologies, Inc.157,391$7.95M0.09%+9,75713F-HRTimeline
Capital Asset Advisory Services LLC157,016$7.93M0.29%-11,78413F-HRTimeline
Odyssey Group, LLC149,344$7.54M2.04%13F-HRTimeline
Integrated Wealth Concepts LLC142,552$7.2M0.04%+9,74513F-HRTimeline
Quotient Wealth Partners, LLC139,502$7.04M0.17%+5,75413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding133,932$6.76M+15,527Timeline
Allworth Financial LP132,622$6.7M0.03%-12313F-HRTimeline
Crumly & Associates Inc.124,280$6.28M1.2%+19,18913F-HRTimeline
Optimus Capital Advisors, LLC109,261$5.52M2.96%+5,88613F-HRTimeline
MAI Capital Management104,708$5.29M0.02%+5,89213F-HRTimeline
NewEdge Advisors, LLC102,358$5.17M0.02%+10,57813F-HRTimeline
HighPoint Advisor Group LLC97,181$4.91M0.17%-33,56013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC92,079$4.65M0.9%+12,44413F-HRTimeline
Gateway Wealth Partners, LLC80,456$4.06M0.24%-93,35413F-HRTimeline
ABLE Financial Group, LLC77,211$3.9M0.65%+16,02513F-HRTimeline
Summit Financial, LLC75,833$3.83M0.04%+22,41713F-HRTimeline
CarsonAllaria Wealth Management, Ltd.75,773$3.83M1.66%-19,06613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC73,062$3.69M<0.01%+15,00413F-HRTimeline
YHB Investment Advisors, Inc.67,612$3.41M0.22%+9,92513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,901$3.38M<0.01%+17,18513F-HRTimelineGroup
Private Advisor Group, LLC66,002$3.33M0.02%+60,36713F-HRTimeline
Milestone Investment Advisors LLC66,000$3.33M0.72%+16613F-HRTimeline
Certified Advisory Corp65,011$3.28M0.26%+9,90613F-HRTimeline
Waverly Advisors, LLC61,587$3.11M0.02%+15,14913F-HRTimeline
SITTNER & NELSON, LLC60,118$3.04M0.96%-23,36713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp57,439$2.9M<0.01%-51413F-HRTimelineGroup
CFS Investment Advisory Services, LLC56,772$2.86M0.19%-19113F-HRTimeline
DAVENPORT & Co LLC56,425$2.85M0.01%+11,76513F-HRTimeline
Prime Capital Investment Advisors, LLC52,465$2.65M0.03%+4,54013F-HRTimeline
Stokes Capital Advisors, LLC50,000$2.52M0.54%+10,00013F-HRTimeline
UBS Group AGin group UBS Group AG49,178$2.48M<0.01%+47213F-HRTimelineGroup
Westside Investment Management, Inc.48,740$2.46M0.32%-3,50013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC48,442$2.45M<0.01%-4,39113F-HRTimelineGroup
GeoWealth Management, LLC48,266$2.44M0.08%+24,28213F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC44,481$2.25M0.16%+5,96213F-HRTimelineGroup
DAVIS R M INC43,341$2.19M0.03%+3,29013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.42,892$2.17M0.01%+4,66913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.42,801$2.16M0.03%+5,98113F-HRTimeline
Farther Finance Advisors, LLC42,031$2.12M0.02%+7,47413F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC42,108$2.12M0.24%+60013F-HRTimeline
MML INVESTORS SERVICES, LLC41,856$2.11M<0.01%+15,59713F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC40,993$2.07M0.41%+9,02313F-HRTimeline
PAX Financial Group, LLC40,249$2.03M0.3%+13813F-HRTimeline
RFG Advisory, LLC36,522$1.84M0.03%+14,45513F-HRTimeline
Summit Financial Strategies, Inc.35,514$1.79M0.13%-44013F-HRTimeline
LifeWealth Investments, LLC35,056$1.77M0.47%013F-HRTimeline
IAM Advisory, LLC34,770$1.76M0.34%+28913F-HRTimeline
Rockport Wealth LLC34,470$1.74M0.29%+17,64713F-HRTimeline
Dynamic Advisor Solutions LLC34,165$1.73M0.05%-1,46313F-HRTimeline
HighTower Advisors, LLC33,956$1.71M<0.01%+5,88213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…33,895$1.71M<0.01%-5,45413F-HRTimelineGroup
Smith Partners Wealth Management, LLC32,712$1.65M1.31%+11,93713F-HRTimeline
Lakeridge Wealth Management LLC31,610$1.6M0.59%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding31,450$1.59M+5,718Timeline
HB Wealth Management, LLC30,217$1.53M0.01%new13F-HRTimeline
OneDigital Investment Advisors LLC29,336$1.48M0.01%+5,12913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,333$1.48M<0.01%+6,81113F-HRTimelineGroup
Garden State Investment Advisory Servic…27,740$1.4M0.27%new13F-HRTimeline
Syntegra Private Wealth Group, LLC27,547$1.39M0.11%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.27,238$1.38M0.01%-4,36213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC27,238$1.38M0.03%-4,36313F-HRTimeline
EHRLICH FINANCIAL GROUP26,920$1.36M0.7%-6,17713F-HRTimeline
StoneCrest Wealth Management, Inc.26,707$1.35M0.43%013F-HRTimeline
NewSquare Capital LLC25,786$1.3M0.1%+54913F-HRTimeline
Premier Path Wealth Partners, LLC25,705$1.3M0.15%+3,58313F-HRTimeline
Sanctuary Advisors, LLC24,767$1.25M0.01%+2,23413F-HRTimeline
Main Line Retirement Advisors, LLC23,650$1.19M0.55%+35913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA23,589$1.19M<0.01%-59713F-HRTimelineGroup
MBL Wealth, LLC21,662$1.09M0.07%-10013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…20,898$1.05M<0.01%-2,27613F-HRTimelineGroup
Triad Wealth Partners, LLC20,912$1.05M0.06%new13F-HRTimeline
BCGM Wealth Management, LLC20,231$1.02M0.22%-2,01713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,028$1.01M<0.01%-46,53613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,366$978K0.01%-1,65413F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC19,070$963K0.06%+78513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers18,644$941K<0.01%+6,93813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV18,477$933K<0.01%+5,56513F-HR/ATimeline
SFG Wealth Management, LLC.18,397$929K0.33%new13F-HRTimeline
Skyline Advisors, Inc.18,030$911K0.29%-9513F-HRTimeline
Oak Wealth Advisors LLC17,811$899K0.43%+1613F-HRTimeline
Cambridge Investment Research Advisors,…17,726$895K<0.01%+2,07713F-HR/ATimeline
Kuhn & Co Investment Counsel17,574$887K0.51%+85913F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS17,271$872K0.09%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,146$866K<0.01%013F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.16,944$856K0.03%new13F-HRTimeline
Golden State Wealth Management, LLC16,001$808K0.07%+39313F-HRTimeline
STAGE HARBOR FINANCIAL, LLC15,850$800K0.46%new13F-HRTimeline
Summit Financial Consulting LLC15,808$798K0.54%+55613F-HRTimeline
Kooman & Associates14,936$754K0.2%+22313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…14,853$750K<0.01%-11,09813F-HRTimelineGroup
L.K. Benson & Company, P.C.14,188$716K0.22%+4013F-HRTimeline
SIERRA OCEAN, LLC13,984$706K0.49%-15213F-HRTimeline
Elequin Capital, LP13,918$703K0.02%new13F-HRTimeline
Global Retirement Partners, LLC13,861$700K0.01%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…13,249$669K<0.01%+38113F-HRTimelineGroup
Bedel Financial Consulting, Inc.13,184$666K0.06%013F-HRTimeline
Janney Montgomery Scott LLC12,725$643K<0.01%-1,15013F-HRTimeline
Creative Planningin group Creative Planning12,464$629K<0.01%+86313F-HRTimelineGroup
AdvisorNet Financial, Inc12,356$624K0.03%+38813F-HRTimeline
Hyundai Investments Co., Ltd.12,324$623K0.67%+4,86913F-HRTimeline
XP Advisory US, Inc.11,977$605K0.33%13F-HRTimeline
Strategic Financial Concepts, LLC11,818$597K0.18%+6,79913F-HRTimeline
Barnes Wealth Management Group, Inc11,645$588K0.27%+1,77213F-HRTimeline
Apella Capital, LLC11,669$588K0.01%+1,32213F-HRTimeline
Visionary Wealth Advisors11,347$573K0.02%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,333$572K0.01%-29913F-HRTimelineGroup
Onyx Bridge Wealth Group LLC10,962$554K0.05%+7813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,881$550K0.01%-77113F-HRTimelineGroup
William Mack & Associates, Inc.10,447$528K0.19%+6,27713F-HRTimeline
Rodgers & Associates, LTD10,434$527K0.05%-76013F-HRTimeline
Advyzon Investment Management, LLC10,116$511K0.04%-74513F-HRTimeline
WCG Wealth Advisors LLC10,031$507K0.01%new13F-HRTimeline
SageView Advisory Group, LLC9,994$505K0.02%+7113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,868$498K0.01%new13F-HRTimelineGroup
CAMBRIDGE CAPITAL MANAGEMENT, LLC9,610$485K0.18%013F-HRTimeline
Ashton Thomas Private Wealth, LLC9,495$479K0.01%013F-HRTimeline
SWMG, LLC9,364$471K0.11%-96313F-HRTimeline
EQUITABLE TRUST CO9,291$469K0.02%+3,64013F-HRTimeline
Jeter Robert S II9,293$468K0.45%-12613F-HRTimeline
Avestar Capital, LLC9,123$461K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…9,107$460K<0.01%+3,90713F-HRTimeline
J.W. COLE ADVISORS, INC.8,926$451K0.01%+1,24813F-HRTimeline
WBH ADVISORY INC8,552$432K0.03%013F-HRTimeline
Geneos Wealth Management Inc.8,547$432K0.01%+3,71713F-HRTimeline
J. M. Brown & Associates Inc.8,500$429K0.25%13F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.7,928$400K0.09%+1,97813F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,893$399K<0.01%-5213F-HRTimelineGroup
Mills Wealth Advisors LLC7,732$390K0.12%new13F-HRTimeline
Whipplewood Advisors, LLC7,627$385K0.26%+6213F-HRTimeline
Evergreen Wealth Partners LLC7,508$379K0.23%-3,41013F-HRTimeline
IAG Wealth Partners, LLC6,976$352K0.03%+6713F-HRTimeline
Clear Point Advisors Inc.6,908$349K0.31%+2113F-HRTimeline
&PARTNERS6,879$347K<0.01%-8613F-HRTimeline
PEOPLES BANK /OH6,666$337K0.17%+2,66513F-HRTimeline
Capital Advisors, Ltd. LLC6,600$333K0.03%013F-HRTimeline
DecisionMap Wealth Management, LLC6,399$323K0.18%-2713F-HRTimeline
Private Wealth Group, LLC6,033$305K0.12%+44513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC6,029$304K<0.01%+22813F-HRTimelineGroup
NOVEM GROUP6,024$304K0.03%-12913F-HRTimeline
Nuveen, LLCin group TIAA5,895$298K<0.01%new13F-HRTimelineGroup
OLD MISSION CAPITAL LLC5,821$294K0.01%new13F-HRTimeline
Boulder Wealth Advisors, LLC5,813$294K0.11%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.5,677$287K0.09%+93113F-HRTimeline
Cedar Point Capital Partners, LLC5,600$283K0.16%-5,82113F-HRTimeline
Horizon Family Wealth, Inc.5,377$272K0.12%+3813F-HRTimeline
Objective Capital Management, LLC5,246$265K0.24%013F-HRTimeline
Marshall Financial Group, LLC5,100$258K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.4,620$233K<0.01%+4413F-HRTimeline
Archford Capital Strategies, LLC4,604$232K0.02%+3313F-HRTimeline
Worth Asset Management, LLC4,600$232K0.07%-20013F-HRTimeline
Madison Wealth Partners, Inc4,532$229K0.03%+1813F-HRTimeline
Orion Porfolio Solutions, LLC4,530$229K<0.01%-1,16713F-HRTimeline
Carolina Wealth Management Inc4,506$228K0.1%13F-HRTimeline
Rossby Financial, LCC4,440$224K0.04%013F-HRTimeline
Atlas Legacy Advisors, LLC4,363$220K0.03%-57413F-HRTimeline
Ausdal Financial Partners, Inc.4,270$216K0.01%new13F-HRTimeline
American Institute for Advanced Investm…4,200$212K0.12%013F-HRTimeline
PFG Advisors4,077$206K0.01%-2,19113F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,510$177K<0.01%+6113F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.2,832$143K0.01%-63513F-HRTimeline
Blue Trust, Inc.2,511$127K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC2,452$124K<0.01%+91513F-HRTimelineGroup
IFP Advisors, Inc2,368$120K<0.01%-49513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,362$119K<0.01%+513F-HRTimelineGroup
AE Wealth Management LLC1,521$76.8K<0.01%-1,76813F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,430$72.2K<0.01%-19,71513F-HRTimeline
Arax Advisory Partners1,008$51K<0.01%new13F-HRTimeline
Key Financial Inc989$49.9K0.01%013F-HRTimeline
Napier Financial, LLC790$39.9K0.01%+613F-HRTimeline
Harbor Asset Planning, Inc.710$35.9K0.03%+513F-HRTimeline
PRIVATE TRUST CO NA708$35.8K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV701$35.4K<0.01%+513F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE268$13.5K<0.01%-313F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.237$12K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC146$7.37K<0.01%new13F-HRTimeline
GAMMA Investing LLC115$5.81K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC102$5.14K<0.01%+113F-HRTimeline
Capital Investment Advisory Services, L…100$5.05K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.1$46<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC0$1<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.