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Disclosery

SMMU PIMCO ETF TR

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SHTRM MUN BD ACT (fund)

175 managers (177 13F filers) reported a position in SMMU shares at 2025-09-30, 17,813,582 shares in all. 21 filers opened a position and 12 filers sold out during the quarter.

Managers
175
13F filers
177
New
21
Added
74
Reduced
62
Sold out
12
Shares held by filers
17,813,582

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY3,662,280$185M0.01%+349,55413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,098,196$55.5M<0.01%+45,55813F-HR/ATimelineGroup
Stonebridge Financial Group, LLC1,051,132$53.2M4.68%-12,34513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO958,785$48.5M<0.01%+65,49113F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS956,854$48.4M0.1%+432,79113F-HRTimeline
Dynasty Wealth Management, LLC791,572$40M0.53%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…788,939$39.8M0.06%-53,29113F-HRTimeline
Cetera Investment Advisers735,625$37.2M0.04%+54,35713F-HRTimeline
CWM, LLCin group CWM, LLC687,468$34.8M0.1%+147,08213F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC558,429$28.2M0.55%-13,26513F-HRTimeline
LPL Financial LLC460,820$23.3M0.01%+12,50313F-HRTimeline
Biltmore Wealth Management, LLC398,373$20.1M7.69%-31,64513F-HRTimeline
TD Capital Management LLC364,346$18.4M1.66%-4,46313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.301,616$15.3M0.02%-3,92913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC288,131$14.6M<0.01%+95,50413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN267,713$13.5M<0.01%+10,68013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT259,392$13.1M1.08%-33413F-HRTimeline
Quotient Wealth Partners, LLC143,445$7.25M0.2%-2,51313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP135,579$6.86M0.01%+19,58613F-HRTimelineGroup
Kelman-Lazarov, Inc.134,812$6.82M1.01%+15,34813F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC132,968$6.72M2.02%+4,30813F-HRTimeline
Capital Asset Advisory Services LLC117,588$5.95M0.26%+21,12913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC117,588$5.95M0.13%+20,71813F-HRTimeline
Allworth Financial LP111,629$5.65M0.02%+13,72413F-HRTimeline
Integrated Wealth Concepts LLC97,553$4.93M0.04%+93,39713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding95,412$4.82M-114Timeline
MAI Capital Management90,789$4.59M0.03%-11913F-HRTimeline
CarsonAllaria Wealth Management, Ltd.90,471$4.58M2.38%-4,72113F-HRTimeline
Crumly & Associates Inc.88,450$4.47M0.98%+19,46813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC73,206$3.7M0.01%-3,48613F-HRTimelineGroup
DAVIS R M INC72,517$3.67M0.06%+4,14713F-HRTimeline
Gateway Wealth Partners, LLC69,787$3.53M0.48%new13F-HRTimeline
Westside Investment Management, Inc.69,628$3.52M0.56%013F-HRTimeline
UNIQUE WEALTH, LLC68,016$3.44M0.5%-1,85013F-HRTimeline
NewEdge Advisors, LLC67,179$3.4M0.02%-27,66413F-HRTimeline
UBS Group AGin group UBS Group AG66,928$3.38M<0.01%-8,06313F-HRTimelineGroup
MBM WEALTH CONSULTANTS, LLC64,077$3.24M0.8%+3,59513F-HRTimeline
Cedar Point Capital Partners, LLC63,063$3.19M2.09%+1,06013F-HRTimeline
CFS Investment Advisory Services, LLC59,997$3.03M0.23%-16513F-HRTimeline
FLOW TRADERS U.S. LLC54,781$2.77M0.11%new13F-HRTimeline
ABLE Financial Group, LLC53,436$2.7M0.59%-19,01613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC50,739$2.57M<0.01%+7,41613F-HRTimeline
Certified Advisory Corp49,547$2.51M0.24%+2,53413F-HRTimeline
Waverly Advisors, LLC48,316$2.44M0.02%-1,70113F-HRTimeline
AIFG Consultants Ltd.47,712$2.41M4.25%+5,37113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC46,258$2.34M0.33%+5,50013F-HRTimeline
Ocean Park Asset Management, LLC41,300$2.09M0.09%new13F-HRTimeline
YHB Investment Advisors, Inc.40,047$2.03M0.15%+19013F-HRTimeline
PAX Financial Group, LLC39,884$2.02M0.36%-5,55813F-HRTimeline
Milestone Investment Advisors LLC38,646$1.95M0.49%+6,16913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38,260$1.93M<0.01%+25,82013F-HRTimelineGroup
DAVENPORT & Co LLC36,795$1.86M0.01%+10,25513F-HRTimeline
SITTNER & NELSON, LLC35,294$1.78M0.65%-74413F-HRTimeline
Dynamic Advisor Solutions LLC35,139$1.78M0.05%+2,81713F-HRTimeline
LifeWealth Investments, LLC35,056$1.77M0.58%013F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…35,040$1.77M0.04%-4,67613F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC34,120$1.73M0.2%-55,93713F-HRTimeline
OneDigital Investment Advisors LLC32,589$1.65M0.02%-11,84613F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC32,479$1.64M0.16%+1,08513F-HRTimelineGroup
IAM Advisory, LLC32,463$1.64M0.37%+20913F-HRTimeline
LongView Wealth Management32,154$1.63M0.44%+3,00013F-HRTimeline
Cambridge Investment Research Advisors,…31,052$1.57M<0.01%-11,17913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,142$1.52M<0.01%-32713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,001$1.52M0.01%+13,54313F-HRTimelineGroup
EHRLICH FINANCIAL GROUP29,660$1.5M0.89%-1,02113F-HRTimeline
Summit Financial Strategies, Inc.29,185$1.48M0.13%+4,86113F-HRTimeline
MML INVESTORS SERVICES, LLC28,909$1.46M<0.01%+3,30913F-HRTimeline
HighTower Advisors, LLC28,094$1.42M<0.01%-68913F-HRTimeline
NewSquare Capital LLC27,586$1.4M0.09%+1,41413F-HRTimeline
COMERICA BANK26,985$1.36M0.01%+32713F-HRTimeline
StoneCrest Wealth Management, Inc.25,718$1.3M0.57%-4,00313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…25,100$1.27M<0.01%+11,31913F-HRTimelineGroup
Cyndeo Wealth Partners, LLC25,059$1.27M0.07%+2,81113F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding25,043$1.27M-1,032Timeline
Vestmark Advisory Solutions, Inc.24,600$1.24M0.02%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC24,600$1.24M0.09%new13F-HRTimeline
Premier Path Wealth Partners, LLC23,963$1.21M0.16%-11,85013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,783$1.2M<0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,404$1.18M<0.01%+1,15113F-HRTimelineGroup
Skyline Advisors, Inc.23,395$1.18M0.41%-1,98113F-HRTimeline
Sanctuary Advisors, LLC22,533$1.14M0.01%-4,52713F-HR/ATimeline
MBL Wealth, LLC22,522$1.14M0.1%+10013F-HRTimeline
BCGM Wealth Management, LLC22,115$1.12M0.29%-2,25713F-HRTimeline
Summit Financial, LLC21,199$1.07M0.02%new13F-HRTimeline
Vise Technologies, Inc.20,134$1.02M0.04%+14,49513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,358$928K<0.01%new13F-HRTimelineGroup
Prime Capital Investment Advisors, LLC17,980$909K0.01%+11,80513F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC17,511$886K0.21%-2,52413F-HRTimeline
Farther Finance Advisors, LLC16,745$847K0.01%-3,22813F-HRTimeline
Oak Wealth Advisors LLC16,127$816K0.47%-49613F-HRTimeline
Global Retirement Partners, LLC15,865$802K0.02%-46013F-HRTimeline
Golden State Wealth Management, LLC15,311$774K0.09%+27913F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.15,208$769K0.01%+7013F-HRTimelineGroup
L.K. Benson & Company, P.C.14,068$711K0.38%+3913F-HRTimeline
SAGE RHINO CAPITAL LLC13,927$704K0.14%+34813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC13,904$703K0.06%+3213F-HRTimeline
Beaird Harris Wealth Management, LLC13,493$682K0.05%+9313F-HRTimeline
Kooman & Associates13,196$667K0.21%+69613F-HRTimeline
Bedel Financial Consulting, Inc.13,184$667K0.09%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,912$653K<0.01%-1,73213F-HRTimeline
Total Clarity Wealth Management, Inc.12,901$652K0.17%013F-HRTimeline
Kuhn & Co Investment Counsel12,871$651K0.51%-1,62413F-HRTimeline
Summit Financial Consulting LLC12,672$641K0.51%+75413F-HRTimeline
AdvisorNet Financial, Inc12,199$617K0.03%-55813F-HRTimeline
Orion Porfolio Solutions, LLC12,173$616K<0.01%-9,01113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,528$583K0.01%new13F-HRTimelineGroup
Strategic Wealth Partners, Ltd.11,501$582K0.04%new13F-HRTimeline
TruWealth Advisors, LLC11,028$558K0.03%+5,97213F-HRTimeline
PFG Advisors10,738$543K0.02%+76913F-HRTimeline
Onyx Bridge Wealth Group LLC10,730$543K0.06%+7413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,729$543K0.01%+2,54713F-HRTimelineGroup
Rodgers & Associates, LTD10,192$515K0.05%+23613F-HRTimeline
Advyzon Investment Management, LLC9,881$500K0.09%+15913F-HRTimeline
SageView Advisory Group, LLC9,783$495K0.02%-46413F-HRTimeline
SIERRA OCEAN, LLC9,055$458K0.38%-3,37413F-HRTimeline
Apella Capital, LLC9,002$455K0.01%new13F-HRTimeline
WBH ADVISORY INC8,552$432K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,281$419K<0.01%new13F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,177$414K<0.01%-18213F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC8,095$409K0.01%+3,82413F-HRTimelineGroup
Crossmark Global Holdings, Inc.8,062$408K0.01%-3,79813F-HRTimeline
Anchor Investment Management, LLC8,000$405K0.03%013F-HRTimeline
J.W. COLE ADVISORS, INC.7,998$404K0.01%-31313F-HRTimeline
Clear Point Advisors Inc.7,583$383K0.3%-17213F-HRTimeline
DecisionMap Wealth Management, LLC7,562$382K0.25%-91913F-HRTimeline
Whipplewood Advisors, LLC7,405$374K0.25%+24813F-HRTimeline
Elequin Capital, LP7,222$365K0.03%-38,22213F-HRTimeline
Barnes Wealth Management Group, Inc7,187$363K0.2%013F-HRTimeline
Family Manage LLC7,095$359K0.05%+2,46913F-HRTimeline
&PARTNERS6,882$348K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC6,600$334K0.04%013F-HRTimeline
Merit Financial Group, LLC6,480$328K<0.01%-4513F-HR/ATimeline
HARBOUR INVESTMENTS, INC.6,151$311K0.01%+11313F-HRTimeline
William Mack & Associates, Inc.6,120$309K0.17%new13F-HRTimeline
Fortress Wealth Management, Inc.6,021$304K0.14%+4213F-HRTimeline
Krilogy Financial LLC5,922$298K0.01%new13F-HRTimeline
NOVEM GROUP5,796$293K0.03%new13F-HRTimeline
Atlas Legacy Advisors, LLC5,682$287K0.06%-2013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,659$286K<0.01%+13813F-HRTimelineGroup
EQUITABLE TRUST CO5,607$284K0.01%-613F-HRTimeline
Watchman Group, Inc.5,540$280K0.07%013F-HRTimeline
Private Wealth Group, LLC5,528$280K0.14%-2,01113F-HRTimeline
Marshall Financial Group, LLC5,100$258K0.05%013F-HRTimeline
G&S Capital LLC5,000$253K0.09%new13F-HRTimeline
Rockport Wealth LLC5,000$253K0.05%013F-HRTimeline
Ashton Thomas Private Wealth, LLC4,929$249K0.01%new13F-HRTimeline
American Institute for Advanced Investm…4,500$228K0.15%013F-HRTimeline
Madison Wealth Partners, Inc4,477$226K0.04%-9213F-HRTimeline
Watts Gwilliam & Co., LLC4,013$203K0.03%013F-HRTimeline
Mattson Financial Services, LLC4,009$203K0.05%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,418$173K0.01%+2413F-HRTimeline
Steward Partners Investment Advisory, L…3,300$167K<0.01%-30013F-HRTimeline
IFP Advisors, Inc2,863$145K<0.01%013F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,368$120K<0.01%+1,03813F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.2,249$114K0.04%+25113F-HRTimeline
United Community Bankin group United Community Bank1,860$94.1K0.03%new13F-HRTimelineGroup
Geneos Wealth Management Inc.1,441$72.9K<0.01%+1,21613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,430$72.3K<0.01%013F-HRTimeline
Key Financial Inc989$49.9K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL810$41K<0.01%-81013F-HRTimeline
PRIVATE TRUST CO NA798$40.4K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC794$40.2K<0.01%+76113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC740$37.4K<0.01%+48213F-HRTimelineGroup
IAG Wealth Partners, LLC700$35.4K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.695$35.1K0.03%+513F-HRTimeline
NFSG Corp640$32.3K<0.01%+6113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV622$31.5K<0.01%+413F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC551$27.9K<0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE268$13.6K<0.01%-213F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.237$12K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.150$7.6K<0.01%-32413F-HRTimeline
AE Wealth Management LLC134$6.78K<0.01%-313F-HRTimeline
Fourth Dimension Wealth, LLC117$5.91K<0.01%-1513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\110$5.56K<0.01%-1,60513F-HRTimelineGroup
GAMMA Investing LLC101$5.11K<0.01%-3213F-HRTimeline