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Disclosery

SMMU PIMCO ETF TR

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SHTRM MUN BD ACT (fund)

169 managers (171 13F filers) reported a position in SMMU shares at 2025-06-30, 15,600,291 shares in all. 18 filers opened a position and 15 filers sold out during the quarter.

Managers
169
13F filers
171
New
18
Added
75
Reduced
47
Sold out
15
Shares held by filers
15,600,291

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 STANLEY3,312,726$166M0.01%+2,346,08313F-HRTimelineGroup
Stonebridge Financial Group, LLC1,063,477$53.4M5.18%+435,56113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,052,638$52.8M<0.01%-17,94613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO893,294$44.8M<0.01%+493,76413F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…842,230$42.2M0.07%+152,59813F-HRTimeline
Cetera Investment Advisers681,268$34.2M0.06%-85,06113F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC571,694$28.7M0.62%+333,70813F-HRTimeline
CWM, LLCin group CWM, LLC540,386$27.1M0.1%-161,47813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS524,063$26.3M0.06%+62,58213F-HRTimeline
LPL Financial LLC448,317$22.5M0.01%+31,50613F-HRTimeline
Biltmore Wealth Management, LLC430,018$21.6M8.73%+20,12513F-HRTimeline
TD Capital Management LLC368,809$18.5M1.75%+29,16713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.305,545$15.3M0.03%+89,66213F-HR/ATimelineGroup
CONDOR CAPITAL MANAGEMENT259,726$13M1.13%+1,07313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN257,033$12.9M<0.01%-17,68013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC192,627$9.66M<0.01%+21,90713F-HRTimelineGroup
Quotient Wealth Partners, LLC145,958$7.32M0.22%+15,05213F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC128,660$6.45M2.05%+96913F-HRTimeline
Kelman-Lazarov, Inc.119,464$5.99M0.97%+14,56913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP115,993$5.82M0.01%-7,11513F-HRTimelineGroup
Allworth Financial LP97,905$4.91M0.02%+12,85613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC96,870$4.86M0.12%+25,03913F-HRTimeline
Capital Asset Advisory Services LLC96,459$4.83M0.23%+21,91813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding95,526$4.79M+1,924Timeline
CarsonAllaria Wealth Management, Ltd.95,192$4.78M2.56%+11,32413F-HRTimeline
NewEdge Advisors, LLC94,843$4.76M0.02%+24,13013F-HRTimeline
MAI Capital Management90,908$4.56M0.03%+6,37413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC90,057$4.52M0.57%-1,51613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC76,692$3.85M0.01%-173,85813F-HRTimelineGroup
UBS Group AGin group UBS Group AG74,991$3.76M<0.01%+6,56013F-HRTimelineGroup
ABLE Financial Group, LLC72,452$3.63M0.88%+6,57813F-HRTimeline
UNIQUE WEALTH, LLC69,866$3.51M0.57%+31,67213F-HRTimeline
Westside Investment Management, Inc.69,628$3.49M0.65%-5,74913F-HRTimeline
Crumly & Associates Inc.68,982$3.46M0.84%-5,99113F-HRTimeline
DAVIS R M INC68,370$3.43M0.06%+2,54113F-HRTimeline
Cedar Point Capital Partners, LLC62,003$3.11M2.19%-4,79913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC60,482$3.03M0.81%+4,46913F-HRTimeline
CFS Investment Advisory Services, LLC60,162$3.02M0.25%new13F-HRTimeline
Waverly Advisors, LLC50,017$2.51M0.03%-3,14313F-HRTimeline
Certified Advisory Corp47,013$2.36M0.25%+1,35713F-HRTimeline
Elequin Capital, LP45,444$2.28M0.31%new13F-HRTimeline
PAX Financial Group, LLC45,442$2.28M0.44%-9,39313F-HRTimeline
OneDigital Investment Advisors LLC44,435$2.23M0.02%-9,66813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,323$2.17M<0.01%+1,14913F-HRTimeline
AIFG Consultants Ltd.42,341$2.12M4.14%+14313F-HRTimeline
Cambridge Investment Research Advisors,…42,231$2.12M0.01%-8,31013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.41,349$2.07M0.01%+6,71613F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC40,758$2.04M0.27%013F-HRTimeline
YHB Investment Advisors, Inc.39,857$2M0.15%+5,19713F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…39,716$1.99M0.04%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,787$1.95M<0.01%new13F-HRTimelineGroup
SITTNER & NELSON, LLC36,038$1.81M0.73%+29,18813F-HRTimeline
Premier Path Wealth Partners, LLC35,813$1.8M0.25%-3,90413F-HRTimeline
LifeWealth Investments, LLC35,056$1.76M0.64%013F-HR/ATimeline
Milestone Investment Advisors LLC32,477$1.63M0.43%+8,51713F-HRTimeline
Dynamic Advisor Solutions LLC32,322$1.62M0.05%+2213F-HRTimeline
IAM Advisory, LLC32,254$1.62M0.39%+20313F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC31,394$1.58M0.16%-2,01713F-HRTimelineGroup
EHRLICH FINANCIAL GROUP30,681$1.54M1%-81313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,469$1.53M<0.01%+5313F-HR/ATimelineGroup
StoneCrest Wealth Management, Inc.29,721$1.49M0.71%013F-HRTimeline
LongView Wealth Management29,154$1.46M0.44%-2,60013F-HRTimeline
HighTower Advisors, LLC28,783$1.44M<0.01%-55013F-HRTimeline
Tyler-Stone Wealth Management28,620$1.44M0.23%-38013F-HRTimeline
Sanctuary Advisors, LLC27,060$1.36M0.01%+4,52713F-HRTimeline
COMERICA BANK26,658$1.34M0.01%+20,09313F-HRTimeline
DAVENPORT & Co LLC26,540$1.33M0.01%+6,36713F-HRTimeline
NewSquare Capital LLC26,172$1.31M0.1%+58413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding26,075$1.31M-1,724Timeline
MML INVESTORS SERVICES, LLC25,600$1.28M<0.01%+1,85513F-HRTimeline
Skyline Advisors, Inc.25,376$1.27M0.47%-29813F-HRTimeline
BCGM Wealth Management, LLC24,372$1.22M0.34%-2,19913F-HRTimeline
Summit Financial Strategies, Inc.24,324$1.22M0.11%+7,20013F-HRTimeline
MBL Wealth, LLC22,422$1.12M0.11%+47213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP22,253$1.12M<0.01%+7,97313F-HRTimelineGroup
Cyndeo Wealth Partners, LLC22,248$1.12M0.07%-15,13013F-HRTimeline
Orion Porfolio Solutions, LLC21,184$1.06M0.01%-10,37613F-HR/ATimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC20,035$1.01M0.25%013F-HRTimeline
Farther Finance Advisors, LLC19,973$1M0.02%+1,04113F-HRTimeline
Oak Wealth Advisors LLC16,623$834K0.53%013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,458$826K0.01%+2,80613F-HRTimelineGroup
Global Retirement Partners, LLC16,325$819K0.02%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,138$759K0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC15,032$754K0.09%+78113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV14,644$735K<0.01%013F-HRTimeline
Kuhn & Co Investment Counsel14,495$727K0.55%+89213F-HRTimeline
L.K. Benson & Company, P.C.14,029$704K0.43%+3713F-HRTimeline
Financial Advocates Investment Manageme…13,934$699K0.06%+9,32113F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC13,872$696K0.07%+3,43313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,781$691K<0.01%+14613F-HRTimelineGroup
SAGE RHINO CAPITAL LLC13,579$681K0.14%-3,18813F-HRTimeline
Beaird Harris Wealth Management, LLC13,400$672K0.05%+3,91513F-HRTimeline
Bedel Financial Consulting, Inc.13,184$661K0.09%013F-HRTimeline
Total Clarity Wealth Management, Inc.12,901$647K0.19%-3,11413F-HRTimeline
AdvisorNet Financial, Inc12,757$640K0.04%-1,24113F-HRTimeline
Kooman & Associates12,500$627K0.21%-1,40413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…12,440$624K<0.01%+3,66013F-HRTimelineGroup
SIERRA OCEAN, LLC12,429$624K0.45%+62813F-HRTimeline
Summit Financial Consulting LLC11,918$598K0.54%+1,01713F-HRTimeline
Crossmark Global Holdings, Inc.11,860$595K0.01%-2,24313F-HRTimeline
Onyx Bridge Wealth Group LLC10,656$535K0.07%+7313F-HRTimeline
SageView Advisory Group, LLC10,247$515K0.02%-87713F-HRTimeline
PFG Advisors9,969$500K0.02%+94113F-HRTimeline
Rodgers & Associates, LTD9,956$499K0.05%-45513F-HRTimeline
Advyzon Investment Management, LLC9,722$488K0.11%-1,32113F-HRTimeline
WBH ADVISORY INC8,552$429K0.04%+3013F-HRTimeline
DecisionMap Wealth Management, LLC8,481$425K0.29%+89313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,359$419K<0.01%-8313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.8,311$417K0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,182$411K0.01%+10913F-HRTimelineGroup
Anchor Investment Management, LLC8,000$401K0.04%013F-HRTimeline
Clear Point Advisors Inc.7,755$389K0.33%+5013F-HRTimeline
Private Wealth Group, LLC7,539$378K0.2%-1,19413F-HRTimeline
Barnes Wealth Management Group, Inc7,187$361K0.21%+4813F-HRTimeline
Whipplewood Advisors, LLC7,157$359K0.2%+7,13713F-HRTimeline
&PARTNERS6,882$345K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC6,600$331K0.04%013F-HRTimeline
Merit Financial Group, LLC6,525$327K<0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC6,175$310K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,038$303K0.01%-2613F-HRTimeline
Fortress Wealth Management, Inc.5,979$300K0.14%+4013F-HRTimeline
Private Advisor Group, LLC5,948$298K<0.01%+74513F-HRTimeline
Atlas Legacy Advisors, LLC5,702$286K0.06%+1,56113F-HRTimeline
Vise Technologies, Inc.5,639$283K0.01%13F-HRTimeline
EQUITABLE TRUST CO5,613$282K0.01%+7413F-HRTimeline
Watchman Group, Inc.5,540$278K0.07%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,521$277K<0.01%-13,68813F-HR/ATimelineGroup
Marshall Financial Group, LLC5,100$256K0.05%013F-HRTimeline
TruWealth Advisors, LLC5,056$254K0.01%+613F-HRTimeline
Rockport Wealth LLC5,000$251K0.06%new13F-HRTimeline
Family Manage LLC4,626$232K0.04%new13F-HRTimeline
Madison Wealth Partners, Inc4,569$229K0.05%-1,20613F-HRTimeline
Bridgewealth Advisory Group, LLC4,527$227K0.06%-73313F-HRTimeline
American Institute for Advanced Investm…4,500$226K0.16%-1,10013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC4,271$214K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC4,156$209K<0.01%new13F-HRTimeline
Sollinda Capital Management LLC4,060$204K0.05%013F-HRTimeline
Watts Gwilliam & Co., LLC4,013$203K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…3,600$181K<0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,394$170K0.01%new13F-HRTimeline
IFP Advisors, Inc2,863$144K<0.01%013F-HRTimeline
CVA Family Office, LLC2,588$130K0.02%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,998$100K0.04%+80913F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,715$86K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL1,620$81.3K<0.01%-54213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,430$71.7K<0.01%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,330$66.7K<0.01%new13F-HRTimelineGroup
Key Financial Inc989$49.6K0.01%013F-HRTimeline
PRIVATE TRUST CO NA798$40K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC700$35.1K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.690$34.6K0.03%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV618$31K<0.01%+413F-HRTimeline
NFSG Corp579$29.1K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.474$23.6K<0.01%013F-HRTimeline
Briaud Financial Planning Inc302$15K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC283$14.2K<0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE270$13.5K<0.01%-513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC258$12.9K<0.01%+313F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.237$11.9K<0.01%-3513F-HRTimelineGroup
Crewe Advisors LLC234$11.7K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.225$11.3K<0.01%013F-HRTimeline
AE Wealth Management LLC137$6.87K<0.01%-413F-HRTimeline
GAMMA Investing LLC133$6.67K<0.01%-3,80913F-HRTimeline
Fourth Dimension Wealth, LLC132$6.64K<0.01%013F-HRTimeline
Beacon Capital Management, LLC109$5.46K<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC33$1.66K<0.01%+1313F-HRTimelineGroup
Parallel Advisors, LLC27$1.35K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.12$602<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.