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Disclosery

SMMU PIMCO ETF TR

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SHTRM MUN BD ACT (fund)

170 managers (172 13F filers) reported a position in SMMU shares at 2024-12-31, 10,593,092 shares in all. 19 filers opened a position and 9 filers sold out during the quarter.

Managers
170
13F filers
172
New
19
Added
63
Reduced
43
Sold out
9
Shares held by filers
10,593,092

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,124,667$56.1M0.01%+156,77913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY871,768$43.4M<0.01%+28,83713F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC701,077$34.9M0.15%-35,96313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…596,414$29.7M0.06%-21,60613F-HR/ATimeline
Cetera Investment Advisers584,519$29.1M0.06%+63,70013F-HRTimeline
Stonebridge Financial Group, LLC584,300$29.1M3.21%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS432,472$21.6M0.06%+43,79113F-HRTimeline
Biltmore Wealth Management, LLC407,592$20.3M8.46%+1,44113F-HRTimeline
LPL Financial LLC379,360$18.9M0.01%+11,19413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC287,356$14.3M0.03%-24,47613F-HRTimelineGroup
TD Capital Management LLC255,987$12.8M1.3%-29,42813F-HRTimeline
CONDOR CAPITAL MANAGEMENT248,437$12.4M1.09%+8,34013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN239,120$11.9M<0.01%-3,72313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC187,563$9.35M<0.01%13F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO143,596$7.16M<0.01%+90,64013F-HRTimelineGroup
WEBSTERROGERS FINANCIAL ADVISORS, LLC128,942$6.43M2.23%+6,05813F-HRTimeline
Dynasty Wealth Management, LLC125,144$6.24M0.11%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP106,669$5.32M0.01%+41413F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.101,974$5.08M2.91%+2,06713F-HRTimeline
Kelman-Lazarov, Inc.92,189$4.59M0.83%+13,35013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC91,676$4.57M0.58%-75713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding91,172$4.54M-4,333Timeline
NewEdge Advisors, LLC80,820$4.03M0.02%-5,82213F-HRTimeline
MAI Capital Management78,073$3.89M0.03%new13F-HRTimeline
Westside Investment Management, Inc.77,879$3.88M0.82%-1,95013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.71,401$3.56M0.01%-1,17913F-HR/ATimelineGroup
SAGESPRING WEALTH PARTNERS, LLC68,253$3.4M0.09%13F-HRTimeline
Cedar Point Capital Partners, LLC64,979$3.24M2.19%+4,27013F-HRTimeline
Crumly & Associates Inc.64,378$3.21M0.87%-97213F-HRTimeline
Capital Asset Advisory Services LLC62,763$3.13M0.15%+37,82213F-HRTimeline
DAVIS R M INC62,538$3.12M0.06%-5,38513F-HRTimeline
ABLE Financial Group, LLC61,187$3.05M0.9%+2,17913F-HRTimeline
OneDigital Investment Advisors LLC60,864$3.03M0.04%-17,77913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC60,707$3.03M0.07%+35,77113F-HRTimeline
Independent Advisor Alliance59,448$2.96M0.04%new13F-HRTimeline
MBM WEALTH CONSULTANTS, LLC50,309$2.51M0.75%new13F-HRTimeline
Cambridge Investment Research Advisors,…49,673$2.48M0.01%+3,69913F-HRTimeline
PAX Financial Group, LLC49,478$2.47M0.44%-1,88413F-HRTimeline
Waverly Advisors, LLC49,042$2.44M0.04%+2,93613F-HRTimeline
UBS Group AGin group UBS Group AG47,962$2.39M<0.01%+6,24813F-HRTimelineGroup
Allworth Financial LP47,340$2.37M0.01%-93713F-HRTimeline
Certified Advisory Corp46,382$2.31M0.25%+4,39713F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC45,758$2.28M0.32%-50013F-HRTimeline
AIFG Consultants Ltd.40,665$2.03M3.31%new13F-HRTimeline
Premier Path Wealth Partners, LLC40,351$2.01M0.31%-2,03013F-HRTimeline
Quotient Wealth Partners, LLC35,633$1.78M0.06%+12,80813F-HRTimeline
LifeWealth Investments, LLC35,056$1.75M1.16%13F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC34,919$1.74M0.21%+97213F-HRTimelineGroup
IAM Advisory, LLC34,472$1.72M0.44%+24813F-HRTimeline
EHRLICH FINANCIAL GROUP34,141$1.7M1.21%+99713F-HRTimeline
LongView Wealth Management33,204$1.65M0.5%-1,90013F-HRTimeline
Orion Porfolio Solutions, LLC32,689$1.63M0.02%-7,50113F-HRTimeline
Orion Portfolio Solutions, LLC32,689$1.63M0.02%-7,50113F-HRTimeline
Dynamic Advisor Solutions LLC32,357$1.61M0.07%+12,40513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.32,349$1.61M0.01%+8,50313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,977$1.54M<0.01%+5,74413F-HRTimelineGroup
Cyndeo Wealth Partners, LLC30,548$1.52M0.1%-3,95313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,492$1.52M<0.01%+6,55413F-HRTimeline
MML INVESTORS SERVICES, LLC29,890$1.49M0.01%+28113F-HRTimeline
StoneCrest Wealth Management, Inc.29,721$1.48M0.97%013F-HRTimeline
YHB Investment Advisors, Inc.29,460$1.47M0.12%+10,88013F-HRTimeline
Tyler-Stone Wealth Management29,150$1.45M0.26%013F-HRTimeline
BCGM Wealth Management, LLC29,020$1.45M0.46%-2,48513F-HRTimeline
HighTower Advisors, LLC28,867$1.44M<0.01%-24513F-HRTimeline
NewSquare Capital LLC27,742$1.38M0.11%-1,40213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,593$1.33M<0.01%+1,00413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding26,333$1.31M+5,462Timeline
Skyline Advisors, Inc.25,668$1.28M0.5%-12,76013F-HRTimeline
Garden State Investment Advisory Servic…25,300$1.27M0.39%+3113F-HRTimeline
Beaird Harris Wealth Management, LLC25,181$1.26M0.11%-1,10013F-HRTimeline
MBL Wealth, LLC23,650$1.18M0.12%013F-HRTimeline
Sanctuary Advisors, LLC22,533$1.13M0.01%013F-HRTimeline
Visionary Wealth Advisors20,539$1.02M0.06%-1,79913F-HRTimeline
Econ Financial Services Corp19,561$975K0.56%new13F-HRTimeline
Farther Finance Advisors, LLC17,600$877K0.03%-2,98813F-HRTimeline
Boyd Wealth Management, LLC17,497$872K0.43%+4613F-HRTimeline
Financial Advocates Investment Manageme…16,593$827K0.05%+9613F-HRTimeline
SAGE RHINO CAPITAL LLC16,274$811K0.18%-5,65313F-HRTimeline
Total Clarity Wealth Management, Inc.16,015$798K0.26%-6,57413F-HRTimeline
Fortress Wealth Management, Inc.15,450$770K0.37%new13F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC15,058$750K0.22%13F-HRTimeline
Milestone Investment Advisors LLC14,652$730K0.2%+3,57513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,422$719K<0.01%+40313F-HRTimeline
Oak Wealth Advisors LLC14,028$699K0.54%13F-HRTimeline
L.K. Benson & Company, P.C.13,954$695K0.49%13F-HRTimeline
Kooman & Associates13,816$689K0.25%+39913F-HRTimeline
Golden State Wealth Management, LLC13,738$685K0.1%13F-HRTimeline
Bedel Financial Consulting, Inc.13,184$660K0.09%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,969$646K0.01%-1,19513F-HRTimelineGroup
Summit Financial Strategies, Inc.12,455$621K0.07%+3,45713F-HRTimeline
AdvisorNet Financial, Inc11,491$573K0.05%+66013F-HRTimeline
DAVENPORT & Co LLC11,219$559K<0.01%+1,11513F-HRTimeline
SageView Advisory Group, LLC11,201$558K0.02%-1,34313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,162$556K<0.01%+5,12213F-HRTimelineGroup
Advyzon Investment Management, LLC11,143$555K0.21%13F-HRTimeline
Kuhn & Co Investment Counsel10,867$542K0.46%+1,79013F-HRTimeline
Rodgers & Associates, LTD10,539$525K0.06%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,506$524K<0.01%+86213F-HRTimelineGroup
Onyx Bridge Wealth Group LLC10,510$524K0.08%new13F-HRTimeline
SIERRA OCEAN, LLC10,508$524K0.43%13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,095$503K0.06%+51713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,300$464K<0.01%-15013F-HRTimelineGroup
UNIQUE WEALTH, LLC8,858$441K0.09%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,780$438K<0.01%-4,44413F-HRTimelineGroup
Private Wealth Group, LLC8,779$438K0.21%new13F-HRTimeline
PFG Advisors8,633$430K0.03%+20513F-HRTimeline
WBH ADVISORY INC8,507$424K0.04%-1,75413F-HRTimeline
Bridgewealth Advisory Group, LLC8,206$411K0.12%+3,04313F-HRTimeline
Williams & Novak Wealth Management, LLC7,870$392K0.38%-1,00013F-HRTimeline
Clear Point Advisors Inc.7,657$382K0.33%+4,12413F-HRTimeline
Cyr Financial Inc.7,554$376K0.34%+1,14913F-HRTimeline
New Century Financial Group, LLC7,210$359K0.15%-49113F-HRTimeline
Barnes Wealth Management Group, Inc7,155$357K0.24%13F-HRTimeline
Magnolia Private Wealth, LLC7,014$350K0.31%13F-HRTimeline
&PARTNERS6,882$343K<0.01%+48513F-HRTimeline
Madison Wealth Partners, Inc6,608$329K0.09%-88613F-HRTimeline
Capital Advisors, Ltd. LLC6,600$329K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,063$302K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC6,000$299K0.03%013F-HRTimeline
Atlas Legacy Advisors, LLC5,806$289K0.07%13F-HRTimeline
Riggs Capital Management LLC5,636$281K0.28%13F-HRTimeline
Private Advisor Group, LLC5,561$277K<0.01%new13F-HRTimeline
Watchman Group, Inc.5,540$276K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.5,535$276K0.01%-93013F-HRTimeline
EQUITABLE TRUST CO5,444$271K0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.5,402$269K0.01%+20113F-HRTimeline
Whipplewood Advisors, LLC5,394$269K0.15%13F-HRTimeline
TruWealth Advisors, LLC5,043$251K0.02%+813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,956$247K0.01%-43113F-HRTimelineGroup
COMERICA BANK4,937$246K<0.01%-10,91913F-HR/ATimeline
Bouchey Financial Group, Ltd.4,720$236K0.02%013F-HRTimeline
SITTNER & NELSON, LLC4,700$234K0.1%013F-HRTimeline
Sandy Spring Bank4,616$230K0.01%+18813F-HRTimeline
Dean, Jacobson Financial Services, LLC4,503$224K0.17%013F-HRTimeline
Belpointe Asset Management LLC4,411$222K0.01%-1113F-HRTimeline
Mariner, LLCin group Mariner, LLC4,262$212K<0.01%new13F-HRTimelineGroup
GAMMA Investing LLC4,164$208K0.02%+2,38213F-HRTimeline
Objective Capital Management, LLC4,088$204K0.14%+3213F-HRTimeline
Bleakley Financial Group, LLC4,086$204K0.01%new13F-HRTimeline
Sollinda Capital Management LLC4,060$202K0.06%013F-HRTimeline
Watts Gwilliam & Co., LLC4,013$200K0.04%013F-HRTimeline
IFP Advisors, Inc2,863$143K<0.01%013F-HRTimeline
CVA Family Office, LLC2,588$129K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL2,162$108K<0.01%013F-HRTimeline
LGT Financial Advisors LLC1,975$98.4K0.22%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,430$71.3K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC1,083$54.1K<0.01%013F-HRTimeline
Key Financial Inc989$49.3K0.01%013F-HRTimeline
WINTRUST INVESTMENTS LLC842$42K0.04%+6213F-HRTimeline
Element Wealth, LLC821$40.9K0.02%013F-HRTimeline
PRIVATE TRUST CO NA798$39.8K<0.01%+26813F-HRTimeline
IAG Wealth Partners, LLC700$34.9K0.01%013F-HRTimeline
GeoWealth Management, LLC641$31.9K<0.01%+13613F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV609$30.4K<0.01%+413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\585$29.2K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.474$23.7K<0.01%+113F-HRTimeline
Clarity Asset Management, Inc.423$21.1K0.01%+313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.328$16.3K<0.01%013F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE273$13.6K<0.01%+4213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC243$12.1K<0.01%+513F-HRTimelineGroup
Geneos Wealth Management Inc.225$11.2K<0.01%013F-HRTimeline
AE Wealth Management LLC143$7.13K<0.01%-35,07113F-HRTimeline
Fourth Dimension Wealth, LLC132$6.57K<0.01%13F-HRTimeline
Beacon Capital Management, LLC107$5.35K<0.01%013F-HRTimeline
Global Retirement Partners, LLC97$4.83K<0.01%013F-HRTimeline
Avior Wealth Management, LLC51$2.54K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$997<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.12$600<0.01%13F-HRTimeline
FMR LLCin group FMR LLC1$50<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.