Skip to content
Disclosery

SMMU PIMCO ETF TR

Follow

SHTRM MUN BD ACT (fund)

183 managers (185 13F filers) reported a position in SMMU shares at 2025-12-31, 17,263,775 shares in all. 18 filers opened a position and 12 filers sold out during the quarter.

Managers
183
13F filers
185
New
18
Added
91
Reduced
53
Sold out
12
Shares held by filers
17,263,775

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
MORGAN STANLEYin group MORGAN STANLEY2,922,726$147M0.01%-739,55413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,091,756$55.1M<0.01%-6,44013F-HRTimelineGroup
Stonebridge Financial Group, LLC1,063,817$53.6M4.58%+12,68513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS1,047,846$52.8M0.1%+90,99213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO827,420$41.7M<0.01%-131,36513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…724,387$36.6M0.05%-64,55213F-HRTimeline
CWM, LLCin group CWM, LLC711,164$35.9M0.1%+23,69613F-HRTimelineGroup
Cetera Investment Advisers695,625$35.1M0.04%-40,00013F-HRTimeline
LPL Financial LLC504,530$25.4M0.01%+43,71013F-HRTimeline
John A. Wolfe & Associates, Inc.486,884$24.6M13.26%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC472,897$23.8M0.43%-85,53213F-HRTimeline
Biltmore Wealth Management, LLC404,093$20.4M7.69%+5,72013F-HRTimeline
TD Capital Management LLC382,953$19.3M1.71%+18,60713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.316,925$16M0.02%+15,30913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC299,620$15.1M<0.01%+11,48913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN264,974$13.4M<0.01%-2,73913F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT260,714$13.1M1.06%+1,32213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC172,025$8.68M0.15%+54,43713F-HR/ATimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC152,338$7.68M2.23%+19,37013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP150,020$7.57M0.01%+14,44113F-HRTimelineGroup
Vise Technologies, Inc.147,634$7.45M0.15%+127,50013F-HRTimeline
Capital Asset Advisory Services LLC145,371$7.35M0.3%+27,78313F-HRTimeline
Kelman-Lazarov, Inc.138,186$6.97M1%+3,37413F-HRTimeline
Quotient Wealth Partners, LLC137,720$6.95M0.18%-5,72513F-HRTimeline
HighPoint Advisor Group LLC131,369$6.62M0.15%new13F-HRTimeline
Allworth Financial LP122,334$6.17M0.03%+10,70513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding98,920$4.99M+3,508Timeline
CarsonAllaria Wealth Management, Ltd.97,107$4.9M2.43%+6,63613F-HRTimeline
MAI Capital Management96,778$4.88M0.03%+5,98913F-HRTimeline
Optimus Capital Advisors, LLC95,297$4.81M2.81%13F-HRTimeline
Crumly & Associates Inc.90,860$4.58M0.96%+2,41013F-HRTimeline
SITTNER & NELSON, LLC86,441$4.39M1.55%+51,14713F-HRTimeline
NewEdge Advisors, LLC85,797$4.33M0.02%+18,61813F-HRTimeline
Gateway Wealth Partners, LLC77,366$3.9M0.43%+7,57913F-HRTimeline
MBM WEALTH CONSULTANTS, LLC71,459$3.6M0.86%+7,38213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,152$3.29M<0.01%+46,79413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC65,041$3.28M<0.01%-8,16513F-HRTimelineGroup
Westside Investment Management, Inc.64,890$3.27M0.52%-4,73813F-HRTimeline
ABLE Financial Group, LLC61,356$3.09M0.63%+7,92013F-HRTimeline
CFS Investment Advisory Services, LLC59,153$2.98M0.22%-84413F-HRTimeline
Cedar Point Capital Partners, LLC56,387$2.84M1.82%-6,67613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC56,011$2.82M<0.01%+5,27213F-HRTimeline
UBS Group AGin group UBS Group AG54,097$2.73M<0.01%-12,83113F-HRTimelineGroup
Certified Advisory Corp50,635$2.55M0.23%+1,08813F-HRTimeline
AIFG Consultants Ltd.49,332$2.49M4.27%+1,62013F-HRTimeline
YHB Investment Advisors, Inc.48,327$2.44M0.17%+8,28013F-HRTimeline
Waverly Advisors, LLC48,063$2.42M0.02%-25313F-HRTimeline
UNIQUE WEALTH, LLC47,851$2.41M0.34%-20,16513F-HRTimeline
Milestone Investment Advisors LLC43,796$2.21M0.53%+5,15013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…41,909$2.11M<0.01%+11,76713F-HR/ATimelineGroup
INSPIRION WEALTH ADVISORS, LLC41,508$2.09M0.26%-4,75013F-HRTimeline
DAVENPORT & Co LLC41,290$2.08M0.01%+4,49513F-HRTimeline
PAX Financial Group, LLC40,028$2.02M0.35%+14413F-HRTimeline
DAVIS R M INC39,331$1.98M0.03%-33,18613F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…38,421$1.94M0.04%+3,38113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.37,153$1.87M0.01%+7,15213F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC36,692$1.85M0.17%+4,21313F-HRTimelineGroup
EHRLICH FINANCIAL GROUP36,097$1.82M1.04%+6,43713F-HRTimeline
LifeWealth Investments, LLC35,056$1.77M0.56%013F-HRTimeline
Prime Capital Investment Advisors, LLC34,065$1.72M0.02%+16,08513F-HRTimeline
IAM Advisory, LLC33,619$1.7M0.38%+1,15613F-HRTimeline
Summit Financial Strategies, Inc.32,759$1.65M0.14%+3,57413F-HRTimeline
LongView Wealth Management32,154$1.63M0.39%013F-HRTimeline
MML INVESTORS SERVICES, LLC32,140$1.62M<0.01%+3,23113F-HRTimeline
Dynamic Advisor Solutions LLC32,001$1.61M0.05%-3,13813F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC31,570$1.59M0.36%+14,05913F-HRTimeline
OneDigital Investment Advisors LLC31,183$1.57M0.02%-1,40613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,026$1.51M<0.01%-8,23413F-HR/ATimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC29,824$1.5M0.17%-4,29613F-HRTimeline
Elequin Capital, LP29,419$1.48M0.19%+22,19713F-HRTimeline
Cambridge Investment Research Advisors,…29,011$1.46M<0.01%-2,04113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP27,913$1.41M<0.01%+4,50913F-HRTimelineGroup
HighTower Advisors, LLC27,152$1.37M<0.01%-94213F-HRTimeline
StoneCrest Wealth Management, Inc.26,707$1.35M0.54%+98913F-HRTimeline
Integrated Wealth Concepts LLC26,651$1.34M0.02%-70,90213F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC24,608$1.24M0.06%+813F-HRTimeline
Vestmark Advisory Solutions, Inc.24,608$1.24M0.02%+813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding24,365$1.23M-678Timeline
NewSquare Capital LLC24,237$1.22M0.11%-3,34913F-HRTimeline
Farther Finance Advisors, LLC23,674$1.19M0.01%+6,92913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,391$1.18M<0.01%-39213F-HRTimelineGroup
Main Line Retirement Advisors, LLC23,187$1.17M0.59%new13F-HR/ATimeline
MBL Wealth, LLC22,572$1.14M0.09%+5013F-HRTimeline
Sanctuary Advisors, LLC22,533$1.14M0.01%013F-HRTimeline
BCGM Wealth Management, LLC22,459$1.13M0.29%+34413F-HRTimeline
Summit Financial, LLC22,262$1.13M0.02%+1,06313F-HRTimeline
Skyline Advisors, Inc.22,090$1.11M0.37%-1,30513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,454$1.08M<0.01%+15,79513F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT21,145$1.07M0.04%+19,71513F-HRTimeline
Premier Path Wealth Partners, LLC21,023$1.06M0.14%-2,94013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,440$1.03M<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.20,241$1.02M0.01%+5,03313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,505$984K<0.01%-5,59513F-HRTimelineGroup
Rockport Wealth LLC19,391$978K0.19%+14,39113F-HRTimeline
COMERICA BANK16,769$846K<0.01%-10,21613F-HRTimeline
RFG Advisory, LLC16,313$823K0.02%new13F-HRTimeline
Oak Wealth Advisors LLC15,622$788K0.45%-50513F-HRTimeline
Golden State Wealth Management, LLC15,591$786K0.08%+28013F-HRTimeline
Global Retirement Partners, LLC15,533$783K0.01%-33213F-HRTimeline
Kuhn & Co Investment Counsel15,132$763K0.51%+2,26113F-HRTimeline
Summit Financial Consulting LLC14,596$736K0.53%+1,92413F-HRTimeline
SIERRA OCEAN, LLC14,207$716K0.59%+5,15213F-HRTimeline
SAGE RHINO CAPITAL LLC14,193$716K0.14%+26613F-HRTimeline
Kooman & Associates14,191$716K0.21%+99513F-HRTimeline
L.K. Benson & Company, P.C.14,109$712K0.36%+4113F-HRTimeline
Janney Montgomery Scott LLC13,875$700K<0.01%new13F-HRTimeline
Bedel Financial Consulting, Inc.13,184$665K0.07%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,912$651K<0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,295$620K0.02%+1,56613F-HRTimelineGroup
AdvisorNet Financial, Inc11,972$604K0.03%-22713F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC11,969$604K0.05%-1,93513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,647$587K0.01%+11913F-HRTimelineGroup
TruWealth Advisors, LLC11,036$557K0.03%+813F-HRTimeline
Evergreen Wealth Partners LLC10,843$547K0.46%13F-HRTimeline
Onyx Bridge Wealth Group LLC10,809$545K0.06%+7913F-HRTimeline
Advyzon Investment Management, LLC10,694$539K0.06%+81313F-HRTimeline
Apella Capital, LLC10,645$537K0.01%+1,64313F-HRTimeline
Rodgers & Associates, LTD10,487$529K0.05%+29513F-HRTimeline
SageView Advisory Group, LLC9,854$497K0.02%+7113F-HRTimeline
Ashton Thomas Private Wealth, LLC9,495$480K0.01%+4,56613F-HRTimeline
Boulder Wealth Advisors, LLC9,492$479K0.2%new13F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC9,473$478K0.21%new13F-HRTimeline
Hyundai Investments Co., Ltd.9,399$475K0.46%new13F-HRTimeline
Smith Partners Wealth Management, LLC9,089$458K0.42%13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC8,650$436K0.01%+55513F-HRTimelineGroup
WBH ADVISORY INC8,552$431K0.03%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC8,281$418K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,038$405K<0.01%-13913F-HRTimelineGroup
Beacon Capital Management, LLC8,033$405K0.06%new13F-HRTimeline
Private Advisor Group, LLC8,029$405K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC8,000$403K0.03%013F-HRTimeline
William Mack & Associates, Inc.7,595$383K0.18%+1,47513F-HRTimeline
PFG Advisors7,569$382K0.02%-3,16913F-HRTimeline
DecisionMap Wealth Management, LLC7,484$377K0.23%-7813F-HRTimeline
Clear Point Advisors Inc.7,459$376K0.29%-12413F-HRTimeline
Whipplewood Advisors, LLC7,433$375K0.24%+2813F-HRTimeline
Orion Porfolio Solutions, LLC7,214$364K<0.01%-4,95913F-HRTimeline
Barnes Wealth Management Group, Inc7,074$357K0.19%-11313F-HRTimeline
&PARTNERS6,930$349K<0.01%+4813F-HRTimeline
J.W. COLE ADVISORS, INC.6,834$345K0.01%-1,16413F-HRTimeline
Capital Advisors, Ltd. LLC6,600$333K0.04%013F-HRTimeline
Merit Financial Group, LLC6,366$321K<0.01%-11413F-HRTimeline
NOVEM GROUP6,125$309K0.04%+32913F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,950$300K0.07%new13F-HRTimelineGroup
Krilogy Financial LLC5,922$300K0.01%013F-HRTimeline
SWMG, LLC5,907$300K0.08%new13F-HRTimeline
EQUITABLE TRUST CO5,678$286K0.01%+7113F-HRTimeline
HARBOUR INVESTMENTS, INC.5,668$286K0.01%-48313F-HRTimeline
Private Wealth Group, LLC5,497$277K0.13%-3113F-HRTimeline
Objective Capital Management, LLC5,223$263K0.27%new13F-HRTimeline
Atlas Legacy Advisors, LLC5,204$262K0.05%-47813F-HRTimeline
Marshall Financial Group, LLC5,100$257K0.05%013F-HRTimeline
Total Clarity Wealth Management, Inc.4,913$248K0.06%-7,98813F-HRTimeline
American Institute for Advanced Investm…4,500$227K0.15%013F-HRTimeline
Madison Wealth Partners, Inc4,496$227K0.04%+1913F-HRTimeline
Mattson Financial Services, LLC4,030$203K0.05%+2113F-HRTimeline
VCI Wealth Management LLC3,978$201K0.06%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,443$174K0.01%+2513F-HRTimeline
Geneos Wealth Management Inc.2,880$145K<0.01%+1,43913F-HRTimeline
IFP Advisors, Inc2,863$144K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC2,752$139K0.01%-10,74113F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.2,700$136K0.05%+45113F-HRTimeline
Steward Partners Investment Advisory, L…2,600$131K<0.01%-70013F-HRTimeline
Blue Trust, Inc.2,511$127K<0.01%new13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp2,430$123K<0.01%+6213F-HRTimelineGroup
AE Wealth Management LLC1,601$80.7K<0.01%+1,46713F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.990$49.9K0.04%new13F-HRTimeline
Key Financial Inc989$49.9K0.01%013F-HRTimeline
OPTIMA CAPITAL LLC891$45K0.02%new13F-HRTimeline
BLAIR WILLIAM & CO/IL810$40.8K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA708$35.7K<0.01%-9013F-HRTimeline
Harbor Asset Planning, Inc.700$35.3K0.03%+513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV692$34.9K<0.01%+7013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC560$28.2K<0.01%+913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC514$25.9K<0.01%-22613F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE271$13.7K<0.01%+313F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.237$12K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.150$7.58K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\110$5.55K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC105$5.29K<0.01%+413F-HRTimeline
Fourth Dimension Wealth, LLC101$5.1K<0.01%-1613F-HRTimeline
Capital Investment Advisory Services, L…100$5.04K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1$46<0.01%-11,50013F-HRTimeline