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Disclosery

SMMU PIMCO ETF TR

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SHTRM MUN BD ACT (fund)

165 managers (167 13F filers) reported a position in SMMU shares at 2025-03-31, 12,143,576 shares in all. 12 filers opened a position and 15 filers sold out during the quarter.

Managers
165
13F filers
167
New
12
Added
78
Reduced
47
Sold out
15
Shares held by filers
12,143,576

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/1,070,584$53.6M<0.01%-54,08313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY966,643$48.4M<0.01%+94,87513F-HRTimelineGroup
Cetera Investment Advisers766,329$38.3M0.07%+181,81013F-HRTimeline
CWM, LLCin group CWM, LLC701,864$35.1M0.14%+78713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…689,632$34.5M0.07%+93,21813F-HRTimeline
Stonebridge Financial Group, LLC627,916$31.4M3.34%+43,61613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS461,481$23.1M0.06%+29,00913F-HRTimeline
Dynasty Wealth Management, LLC433,325$21.7M0.36%+308,18113F-HRTimeline
LPL Financial LLC416,811$20.8M0.01%+37,45113F-HRTimeline
Biltmore Wealth Management, LLC409,893$20.5M8.65%+2,30113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO399,530$20M<0.01%+255,93413F-HRTimelineGroup
TD Capital Management LLC339,642$17M1.72%+83,65513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN274,713$13.7M<0.01%+35,59313F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT258,653$12.9M1.21%+10,21613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC250,550$12.5M0.03%-36,80613F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC237,986$11.9M0.3%+169,73313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.215,883$10.8M0.02%+144,48213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC170,720$8.54M<0.01%-16,84313F-HRTimelineGroup
Quotient Wealth Partners, LLC130,906$6.55M0.21%+95,27313F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC127,691$6.39M2.18%-1,25113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP123,108$6.16M0.01%+16,43913F-HRTimelineGroup
Kelman-Lazarov, Inc.104,895$5.25M0.95%+12,70613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding93,602$4.68M+2,430Timeline
SIGNET FINANCIAL MANAGEMENT, LLC91,573$4.58M0.62%-10313F-HRTimeline
MAI Capital Management84,534$4.23M0.03%+6,46113F-HRTimeline
Allworth Financial LP85,049$4.23M0.02%+37,70913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.83,868$4.2M2.43%-18,10613F-HRTimeline
Westside Investment Management, Inc.75,377$3.77M0.8%-2,50213F-HRTimeline
Crumly & Associates Inc.74,973$3.75M1.04%+10,59513F-HRTimeline
Capital Asset Advisory Services LLC74,541$3.73M0.19%+11,77813F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC71,831$3.59M0.1%+11,12413F-HRTimeline
NewEdge Advisors, LLC70,713$3.54M0.02%-10,10713F-HRTimeline
UBS Group AGin group UBS Group AG68,431$3.42M<0.01%+20,46913F-HRTimelineGroup
Cedar Point Capital Partners, LLC66,802$3.34M2.24%+1,82313F-HRTimeline
ABLE Financial Group, LLC65,874$3.3M0.92%+4,68713F-HRTimeline
DAVIS R M INC65,829$3.29M0.07%+3,29113F-HRTimeline
MBM WEALTH CONSULTANTS, LLC56,013$2.8M0.83%+5,70413F-HRTimeline
PAX Financial Group, LLC54,835$2.74M0.49%+5,35713F-HRTimeline
OneDigital Investment Advisors LLC54,103$2.71M0.03%-6,76113F-HRTimeline
Waverly Advisors, LLC53,160$2.66M0.03%+4,11813F-HRTimeline
Cambridge Investment Research Advisors,…50,541$2.53M0.01%+86813F-HRTimeline
Certified Advisory Corp45,656$2.28M0.26%-72613F-HRTimeline
AIFG Consultants Ltd.42,198$2.11M3.48%+1,53313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,174$2.11M<0.01%+11,68213F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC40,758$2.04M0.28%-5,00013F-HRTimeline
Premier Path Wealth Partners, LLC39,717$1.99M0.31%-63413F-HRTimeline
UNIQUE WEALTH, LLC38,194$1.91M0.36%+29,33613F-HRTimeline
Cyndeo Wealth Partners, LLC37,378$1.87M0.12%+6,83013F-HRTimeline
LifeWealth Investments, LLC35,056$1.75M0.84%013F-HR/ATimeline
YHB Investment Advisors, Inc.34,660$1.73M0.14%+5,20013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.34,633$1.73M0.01%+2,28413F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC33,411$1.67M0.19%-1,50813F-HRTimelineGroup
Dynamic Advisor Solutions LLC32,300$1.62M0.05%-5713F-HRTimeline
IAM Advisory, LLC32,051$1.6M0.42%-2,42113F-HRTimeline
LongView Wealth Management31,754$1.59M0.48%-1,45013F-HRTimeline
Orion Porfolio Solutions, LLC31,560$1.58M0.02%-1,12913F-HRTimeline
Orion Portfolio Solutions, LLC31,560$1.58M0.02%-1,12913F-HR/ATimeline
EHRLICH FINANCIAL GROUP31,494$1.58M1.15%-2,64713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,416$1.52M<0.01%-56113F-HRTimelineGroup
StoneCrest Wealth Management, Inc.29,721$1.49M0.94%013F-HRTimeline
HighTower Advisors, LLC29,333$1.47M<0.01%+46613F-HRTimeline
Tyler-Stone Wealth Management29,000$1.45M0.26%-15013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,799$1.39M+1,466Timeline
BCGM Wealth Management, LLC26,571$1.33M0.41%-2,44913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…26,593$1.33M<0.01%013F-HR/ATimelineGroup
Skyline Advisors, Inc.25,674$1.28M0.51%+613F-HRTimeline
NewSquare Capital LLC25,588$1.28M0.1%-2,15413F-HRTimeline
Milestone Investment Advisors LLC23,960$1.2M0.33%+9,30813F-HRTimeline
MML INVESTORS SERVICES, LLC23,745$1.19M<0.01%-6,14513F-HRTimeline
Sanctuary Advisors, LLC22,533$1.13M0.01%013F-HRTimeline
MBL Wealth, LLC21,950$1.1M0.11%-1,70013F-HRTimeline
DAVENPORT & Co LLC20,173$1.01M0.01%+8,95413F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC20,035$1M0.28%+4,97713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA19,209$961K<0.01%+8,70313F-HR/ATimelineGroup
Farther Finance Advisors, LLC18,932$946K0.02%+1,33213F-HRTimeline
Summit Financial Strategies, Inc.17,124$857K0.09%+4,66913F-HRTimeline
SAGE RHINO CAPITAL LLC16,767$839K0.19%+49313F-HRTimeline
Oak Wealth Advisors LLC16,623$831K0.62%+2,59513F-HRTimeline
Total Clarity Wealth Management, Inc.16,015$798K0.26%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,644$732K<0.01%+22213F-HRTimeline
Golden State Wealth Management, LLC14,251$713K0.11%+51313F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP14,280$713K<0.01%+3,11813F-HR/ATimelineGroup
AdvisorNet Financial, Inc13,998$700K0.05%+2,50713F-HRTimeline
L.K. Benson & Company, P.C.13,992$700K0.48%+3813F-HRTimeline
Kooman & Associates13,904$695K0.26%+8813F-HRTimeline
Crossmark Global Holdings, Inc.14,103$691K0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.13,652$683K0.01%+68313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,635$682K<0.01%new13F-HRTimelineGroup
Kuhn & Co Investment Counsel13,603$680K0.57%+2,73613F-HRTimeline
Virtue Capital Management, LLC13,386$669K0.08%new13F-HRTimeline
Bedel Financial Consulting, Inc.13,184$656K0.09%013F-HRTimeline
SIERRA OCEAN, LLC11,801$590K0.47%+1,29313F-HRTimeline
SageView Advisory Group, LLC11,124$556K0.02%-7713F-HRTimeline
Advyzon Investment Management, LLC11,043$552K0.2%-10013F-HRTimeline
Summit Financial Consulting LLC10,901$545K0.51%13F-HRTimeline
Onyx Bridge Wealth Group LLC10,583$529K0.08%+7313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC10,439$522K0.06%+34413F-HRTimeline
Rodgers & Associates, LTD10,411$521K0.06%-12813F-HRTimeline
Beaird Harris Wealth Management, LLC9,485$474K0.04%-15,69613F-HRTimeline
PFG Advisors9,028$452K0.03%+39513F-HRTimeline
Visionary Wealth Advisors8,983$449K0.03%-11,55613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…8,780$439K<0.01%013F-HRTimelineGroup
Private Wealth Group, LLC8,733$437K0.26%-4613F-HRTimeline
WBH ADVISORY INC8,522$426K0.04%+1513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,442$422K<0.01%-85813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,073$404K0.01%+3,11713F-HRTimelineGroup
Anchor Investment Management, LLC8,000$400K0.04%+2,00013F-HRTimeline
Clear Point Advisors Inc.7,705$385K0.35%+4813F-HRTimeline
DecisionMap Wealth Management, LLC7,588$380K0.29%new13F-HRTimeline
Cyr Financial Inc.7,554$378K0.34%013F-HR/ATimeline
Barnes Wealth Management Group, Inc7,139$357K0.23%-1613F-HRTimeline
Magnolia Private Wealth, LLC7,014$351K0.3%013F-HRTimeline
&PARTNERS6,882$343K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC6,850$343K0.15%+2,15013F-HRTimeline
Capital Advisors, Ltd. LLC6,600$330K0.04%013F-HRTimeline
COMERICA BANK6,565$328K<0.01%+1,62813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC6,520$326K<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.6,064$303K0.01%+52913F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,063$303K<0.01%013F-HRTimelineGroup
Fortress Wealth Management, Inc.5,939$297K0.15%-9,51113F-HRTimeline
Madison Wealth Partners, Inc5,775$289K0.07%-83313F-HRTimeline
American Institute for Advanced Investm…5,600$280K0.21%new13F-HRTimeline
Williams & Novak Wealth Management, LLC5,570$278K0.27%-2,30013F-HRTimeline
Watchman Group, Inc.5,540$277K0.08%013F-HRTimeline
EQUITABLE TRUST CO5,539$277K0.02%+9513F-HRTimeline
FLOW TRADERS U.S. LLC5,408$271K0.01%new13F-HRTimeline
Bridgewealth Advisory Group, LLC5,260$263K0.35%-2,94613F-HRTimeline
Private Advisor Group, LLC5,203$260K<0.01%-35813F-HRTimeline
Marshall Financial Group, LLC5,100$255K0.06%new13F-HRTimeline
TruWealth Advisors, LLC5,050$253K0.02%+713F-HRTimeline
PUREfi Wealth, LLC4,881$244K0.24%new13F-HRTimeline
Bouchey Financial Group, Ltd.4,720$236K0.02%013F-HRTimeline
Financial Advocates Investment Manageme…4,613$231K0.02%-11,98013F-HRTimeline
Atlas Legacy Advisors, LLC4,141$207K0.05%-1,66513F-HRTimeline
Objective Capital Management, LLC4,107$205K0.26%+1913F-HRTimeline
Sollinda Capital Management LLC4,060$203K0.06%013F-HRTimeline
Watts Gwilliam & Co., LLC4,013$201K0.04%013F-HRTimeline
GAMMA Investing LLC3,942$197K0.01%-22213F-HR/ATimeline
Steward Partners Investment Advisory, L…3,600$180K<0.01%new13F-HRTimeline
IFP Advisors, Inc2,863$143K<0.01%013F-HRTimeline
CVA Family Office, LLC2,588$129K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,162$108K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,715$85.8K<0.01%+1,13013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,430$71.5K<0.01%013F-HRTimeline
Sandy Spring Bank1,293$64.7K<0.01%-3,32313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,189$59.5K0.02%new13F-HRTimeline
Key Financial Inc989$49.5K0.01%013F-HRTimeline
PRIVATE TRUST CO NA798$39.9K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC700$35K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV614$30.7K<0.01%+513F-HRTimeline
Sunbelt Securities, Inc.474$23.7K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.426$21.3K0.01%+313F-HRTimeline
Mattson Financial Services, LLC288$14.4K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC283$14.2K<0.01%-80013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE275$13.8K<0.01%+213F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.272$13.6K<0.01%-5613F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC255$12.8K<0.01%+1213F-HRTimelineGroup
Geneos Wealth Management Inc.225$11.3K<0.01%013F-HRTimeline
AE Wealth Management LLC141$7.05K<0.01%-213F-HRTimeline
Fourth Dimension Wealth, LLC132$6.61K<0.01%013F-HRTimeline
Beacon Capital Management, LLC108$5.4K<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC20$997<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.12$600<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Whipplewood Advisors, LLC20$265K-5,37413F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.