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Disclosery

SMMU PIMCO ETF TR

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SHTRM MUN BD ACT (fund)

195 managers (197 13F filers) reported a position in SMMU shares at 2026-03-31, 17,697,184 shares in all. 26 filers opened a position and 12 filers sold out during the quarter.

Managers
195
13F filers
197
New
26
Added
89
Reduced
54
Sold out
12
Shares held by filers
17,697,184

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY3,289,525$166M0.01%+366,79913F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS1,158,451$58.4M0.1%+110,60513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,156,634$58.4M<0.01%+64,87813F-HRTimelineGroup
Stonebridge Financial Group, LLC1,056,265$53.3M4.38%-7,55213F-HRTimeline
CWM, LLCin group CWM, LLC796,197$40.2M0.11%+85,03313F-HRTimelineGroup
Cetera Investment Advisers639,743$32.3M0.03%-55,88213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO636,240$32.1M<0.01%-191,18013F-HR/ATimelineGroup
LPL Financial LLC548,897$27.7M0.01%+44,36713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…497,057$25.1M0.06%-227,33013F-HRTimeline
Biltmore Wealth Management, LLC418,529$21.1M7.51%+14,43613F-HRTimeline
TD Capital Management LLC402,850$20.3M1.83%+19,89713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.389,976$19.7M0.03%+73,05113F-HRTimelineGroup
John A. Wolfe & Associates, Inc.362,278$18.3M28.07%-124,60613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC318,044$16M<0.01%+18,42413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN277,439$14M<0.01%+12,46513F-HR/ATimelineGroup
CONDOR CAPITAL MANAGEMENT268,422$13.5M1.13%+7,70813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC266,548$13.4M0.25%-206,34913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP176,862$8.92M0.01%+26,84213F-HRTimelineGroup
Gateway Wealth Partners, LLC173,810$8.77M0.34%+96,44413F-HRTimeline
Capital Asset Advisory Services LLC168,800$8.53M0.33%+23,42913F-HRTimeline
Kelman-Lazarov, Inc.161,103$8.13M1.17%+22,91713F-HRTimeline
WEBSTERROGERS FINANCIAL ADVISORS, LLC160,943$8.12M2.32%+8,60513F-HRTimeline
Vise Technologies, Inc.147,634$7.45M0.15%013F-HRTimeline
Quotient Wealth Partners, LLC133,748$6.75M0.18%-3,97213F-HRTimeline
Integrated Wealth Concepts LLC132,807$6.7M0.05%+106,15613F-HRTimeline
Allworth Financial LP132,745$6.7M0.03%+10,41113F-HRTimeline
HighPoint Advisor Group LLC130,741$6.6M0.28%-62813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding118,405$5.97M+19,485Timeline
Crumly & Associates Inc.105,091$5.3M1.11%+14,23113F-HRTimeline
Optimus Capital Advisors, LLC103,375$5.22M3.08%+8,07813F-HRTimeline
MAI Capital Management98,816$4.99M0.03%+2,03813F-HRTimeline
CarsonAllaria Wealth Management, Ltd.94,839$4.78M2.36%-2,26813F-HRTimeline
NewEdge Advisors, LLC91,780$4.63M0.02%+5,98313F-HR/ATimeline
SITTNER & NELSON, LLC83,485$4.21M1.54%-2,95613F-HRTimeline
MBM WEALTH CONSULTANTS, LLC79,635$4.02M0.92%+8,17613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC66,564$3.36M<0.01%new13F-HRTimelineGroup
Milestone Investment Advisors LLC65,834$3.32M0.8%+22,03813F-HRTimeline
ABLE Financial Group, LLC61,186$3.09M0.6%-17013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC58,058$2.93M<0.01%+2,04713F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp57,953$2.92M<0.01%new13F-HRTimelineGroup
YHB Investment Advisors, Inc.57,687$2.91M0.21%+9,36013F-HRTimeline
CFS Investment Advisory Services, LLC56,963$2.88M0.2%-2,19013F-HRTimeline
Certified Advisory Corp55,105$2.78M0.25%+4,47013F-HRTimeline
Summit Financial, LLC53,416$2.69M0.03%+31,15413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC52,833$2.67M<0.01%-12,20813F-HRTimelineGroup
Westside Investment Management, Inc.52,240$2.64M0.4%-12,65013F-HRTimeline
Independent Advisor Alliance51,180$2.58M0.03%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP49,716$2.51M<0.01%+21,80313F-HRTimelineGroup
UBS Group AGin group UBS Group AG48,706$2.46M<0.01%-5,39113F-HRTimelineGroup
Prime Capital Investment Advisors, LLC47,925$2.42M0.03%+13,86013F-HRTimeline
Waverly Advisors, LLC46,438$2.34M0.02%-1,62513F-HRTimeline
DAVENPORT & Co LLC44,660$2.25M0.01%+3,37013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC41,508$2.09M0.26%013F-HRTimeline
PAX Financial Group, LLC40,111$2.02M0.35%+8313F-HRTimeline
DAVIS R M INC40,051$2.02M0.04%+72013F-HRTimeline
Stokes Capital Advisors, LLC40,000$2.02M0.45%new13F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…39,349$1.99M<0.01%-2,56013F-HRTimelineGroup
Inspire Advisors, LLCin group Inspire Investing, LLC38,519$1.94M0.16%+1,82713F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,223$1.93M0.01%+1,07013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…36,820$1.86M0.03%-1,60113F-HRTimelineGroup
Summit Financial Strategies, Inc.35,954$1.81M0.14%+3,19513F-HRTimeline
Dynamic Advisor Solutions LLC35,628$1.8M0.06%+3,62713F-HRTimeline
LifeWealth Investments, LLC35,056$1.77M0.53%013F-HRTimeline
Farther Finance Advisors, LLC34,557$1.74M0.02%+10,88313F-HRTimeline
IAM Advisory, LLC34,481$1.74M0.39%+86213F-HRTimeline
EHRLICH FINANCIAL GROUP33,097$1.67M0.96%-3,00013F-HRTimeline
FOUNDERS GROVE WEALTH PARTNERS, LLC31,970$1.61M0.37%+40013F-HRTimeline
Lakeridge Wealth Management LLC31,610$1.59M0.69%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC31,601$1.59M0.04%+6,99313F-HRTimeline
Vestmark Advisory Solutions, Inc.31,600$1.59M0.02%+6,99213F-HRTimeline
UNIQUE WEALTH, LLC29,746$1.5M0.21%-18,10513F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC28,695$1.45M<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC28,074$1.42M<0.01%+92213F-HRTimeline
StoneCrest Wealth Management, Inc.26,707$1.35M0.57%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC26,583$1.34M0.15%-3,24113F-HRTimeline
MML INVESTORS SERVICES, LLC26,259$1.32M<0.01%-5,88113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…25,951$1.31M<0.01%-4,07513F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding25,732$1.3M+1,367Timeline
NewSquare Capital LLC25,237$1.27M0.11%+1,00013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC24,349$1.23M<0.01%+3,90913F-HRTimelineGroup
OneDigital Investment Advisors LLC24,207$1.22M0.01%-6,97613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,186$1.22M<0.01%+2,73213F-HRTimelineGroup
GeoWealth Management, LLC23,984$1.21M0.04%new13F-HRTimeline
Main Line Retirement Advisors, LLC23,291$1.18M0.59%+10413F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…23,174$1.17M<0.01%-21713F-HRTimelineGroup
Sanctuary Advisors, LLC22,533$1.14M0.01%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,522$1.14M<0.01%-42,63013F-HRTimelineGroup
BCGM Wealth Management, LLC22,248$1.12M0.28%-21113F-HRTimeline
FLOW TRADERS U.S. LLC22,196$1.12M0.04%new13F-HRTimeline
Premier Path Wealth Partners, LLC22,122$1.12M0.15%+1,09913F-HRTimeline
RFG Advisory, LLC22,067$1.11M0.02%+5,75413F-HRTimeline
MBL Wealth, LLC21,762$1.1M0.08%-81013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT21,145$1.07M0.04%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.21,020$1.06M0.01%+77913F-HRTimelineGroup
Smith Partners Wealth Management, LLC20,775$1.05M0.94%+11,68613F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC18,285$922K0.07%+6,31613F-HRTimeline
Skyline Advisors, Inc.18,125$914K0.32%-3,96513F-HRTimeline
Oak Wealth Advisors LLC17,795$898K0.49%+2,17313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC17,146$865K<0.01%+8,86513F-HRTimelineGroup
Rockport Wealth LLC16,823$849K0.15%-2,56813F-HRTimeline
Kuhn & Co Investment Counsel16,715$843K0.54%+1,58313F-HRTimeline
Cambridge Investment Research Advisors,…15,649$789K<0.01%-13,36213F-HRTimeline
Golden State Wealth Management, LLC15,608$787K0.09%+1713F-HRTimeline
Summit Financial Consulting LLC15,252$769K0.55%+65613F-HRTimeline
Canvas Wealth Advisors, LLC14,740$744K0.13%new13F-HRTimeline
Kooman & Associates14,713$742K0.22%+52213F-HRTimeline
L.K. Benson & Company, P.C.14,148$714K0.24%+3913F-HRTimeline
SIERRA OCEAN, LLC14,136$713K0.59%-7113F-HRTimeline
Janney Montgomery Scott LLC13,875$700K<0.01%013F-HRTimeline
Bedel Financial Consulting, Inc.13,184$665K0.08%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,912$651K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…12,868$649K<0.01%new13F-HRTimelineGroup
LongView Wealth Management12,154$614K0.15%-20,00013F-HRTimeline
AdvisorNet Financial, Inc11,968$604K0.03%-413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,706$591K<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,652$588K0.01%-64313F-HRTimelineGroup
TruWealth Advisors, LLC11,635$587K0.03%+59913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,632$587K0.01%-1513F-HRTimelineGroup
Creative Planningin group Creative Planning11,601$585K<0.01%new13F-HRTimelineGroup
Cedar Point Capital Partners, LLC11,421$576K0.37%-44,96613F-HRTimeline
Rodgers & Associates, LTD11,194$565K0.06%+70713F-HRTimeline
Evergreen Wealth Partners LLC10,918$551K0.42%+7513F-HRTimeline
Onyx Bridge Wealth Group LLC10,884$549K0.06%+7513F-HRTimeline
Advyzon Investment Management, LLC10,861$548K0.05%+16713F-HRTimeline
Apella Capital, LLC10,347$523K0.01%-29813F-HRTimeline
SWMG, LLC10,327$521K0.15%+4,42013F-HRTimeline
SageView Advisory Group, LLC9,923$501K0.02%+6913F-HRTimeline
Barnes Wealth Management Group, Inc9,873$498K0.25%+2,79913F-HRTimeline
CAMBRIDGE CAPITAL MANAGEMENT, LLC9,610$485K0.21%+13713F-HRTimeline
Ashton Thomas Private Wealth, LLC9,495$479K0.01%013F-HRTimeline
Jeter Robert S II9,419$475K0.47%13F-HRTimeline
Avestar Capital, LLC9,123$460K0.03%new13F-HRTimeline
WBH ADVISORY INC8,552$431K0.03%013F-HRTimeline
Anchor Investment Management, LLC8,000$404K0.03%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.7,945$401K<0.01%-9313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.7,678$387K0.01%+84413F-HRTimeline
Whipplewood Advisors, LLC7,565$382K0.2%+13213F-HRTimeline
Hyundai Investments Co., Ltd.7,455$376K0.42%-1,94413F-HRTimeline
Beacon Capital Management, LLC7,434$375K0.07%-59913F-HRTimeline
&PARTNERS6,965$351K<0.01%+3513F-HRTimeline
IAG Wealth Partners, LLC6,909$349K0.04%new13F-HRTimeline
Clear Point Advisors Inc.6,887$347K0.27%-57213F-HRTimeline
Capital Advisors, Ltd. LLC6,600$333K0.04%013F-HRTimeline
DecisionMap Wealth Management, LLC6,426$324K0.21%-1,05813F-HRTimeline
Rehmann Capital Advisory Group6,300$318K0.02%new13F-HRTimeline
PFG Advisors6,268$316K0.02%-1,30113F-HRTimeline
NOVEM GROUP6,153$310K0.04%+2813F-HRTimeline
Merit Financial Group, LLC6,082$307K<0.01%-28413F-HRTimeline
Essex Bankin group Essex Financial Services, Inc.5,950$300K0.07%013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC5,801$293K<0.01%-2,84913F-HRTimelineGroup
Orion Porfolio Solutions, LLC5,697$287K<0.01%-1,51713F-HRTimeline
EQUITABLE TRUST CO5,651$285K0.01%-2713F-HRTimeline
Private Advisor Group, LLC5,635$284K<0.01%-2,39413F-HRTimeline
Private Wealth Group, LLC5,588$282K0.13%+9113F-HR/ATimeline
Horizon Family Wealth, Inc.5,339$269K0.14%new13F-HRTimeline
Objective Capital Management, LLC5,246$265K0.27%+2313F-HRTimeline
Steward Partners Investment Advisory, L…5,200$262K<0.01%+2,60013F-HRTimeline
Brooklyn Investment Group5,187$262K0.01%new13F-HRTimeline
Marshall Financial Group, LLC5,100$257K0.04%013F-HRTimeline
Atlas Legacy Advisors, LLC4,937$249K0.05%-26713F-HRTimeline
Total Clarity Wealth Management, Inc.4,913$248K0.06%013F-HRTimeline
Geneos Wealth Management Inc.4,830$244K0.01%+1,95013F-HRTimeline
Strategic Financial Concepts, LLC5,019$243K0.06%new13F-HRTimeline
Worth Asset Management, LLC4,800$242K0.09%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.4,746$239K0.08%+2,04613F-HRTimeline
HARBOUR INVESTMENTS, INC.4,576$231K<0.01%-1,09213F-HRTimeline
Archford Capital Strategies, LLC4,571$231K0.03%new13F-HRTimeline
Madison Wealth Partners, Inc4,514$228K0.04%+1813F-HRTimeline
Rossby Financial, LCC4,440$224K0.05%new13F-HRTimeline
American Institute for Advanced Investm…4,200$212K0.14%-30013F-HRTimeline
William Mack & Associates, Inc.4,170$210K0.12%-3,42513F-HRTimeline
PEOPLES BANK /OH4,001$202K0.12%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,467$175K0.01%+2413F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,449$174K<0.01%+1,01913F-HRTimelineGroup
AE Wealth Management LLC3,289$166K<0.01%+1,68813F-HRTimeline
IFP Advisors, Inc2,863$144K<0.01%013F-HRTimeline
Blue Trust, Inc.2,511$127K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,357$119K<0.01%+1,84313F-HRTimelineGroup
United Community Bankin group United Community Bank2,110$106K0.04%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,537$78K<0.01%new13F-HRTimelineGroup
Key Financial Inc989$49.9K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL810$40.9K<0.01%013F-HRTimeline
Napier Financial, LLC784$39.6K0.01%new13F-HRTimeline
PRIVATE TRUST CO NA708$35.7K<0.01%013F-HRTimeline
Harbor Asset Planning, Inc.705$35.6K0.03%+513F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV696$35.1K<0.01%+413F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE271$13.7K<0.01%013F-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
GAMMA Investing LLC115$5.8K<0.01%+1013F-HRTimeline
Fourth Dimension Wealth, LLC101$5.12K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…100$5.04K<0.01%013F-HRTimeline
Basepoint Wealth LLC9$454<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.1$46<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC0$1<0.01%-2,75213F-HRTimelineAmount filed as zero, left out of ratios.