SMMU PIMCO ETF TR
FollowSHTRM MUN BD ACT (fund)
Filings received so far for Q3 2026: 13 13F filers report a position in SMMU shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 1,022,741 | $50.5M | 3.73% | -28,046 | 13F-HRTimeline |
| Biltmore Wealth Management, LLC | 424,382 | $21M | 6.49% | -198 | 13F-HRTimeline |
| Crumly & Associates Inc. | 131,629 | $6.5M | 1.15% | +7,349 | 13F-HRTimeline |
| YHB Investment Advisors, Inc. | 59,348 | $2.93M | 0.18% | -8,264 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 45,463 | $2.25M | 0.02% | +3,432 | 13F-HRTimeline |
| INSPIRION WEALTH ADVISORS, LLC | 44,108 | $2.18M | 0.25% | +2,000 | 13F-HRTimeline |
| Stokes Capital Advisors, LLC | 37,800 | $1.87M | 0.41% | -12,200 | 13F-HRTimeline |
| TITLEIST ASSET MANAGEMENT, LLC | 23,419 | $1.16M | 0.08% | +4,349 | 13F-HRTimeline |
| Apella Capital, LLC | 20,925 | $1.03M | 0.01% | +9,256 | 13F-HRTimeline |
| Worth Asset Management, LLC | 4,600 | $227K | 0.07% | 0 | 13F-HRTimeline |
| Gradient Investments LLCin group Gradient Investments LLC | 4,290 | $212K | <0.01% | -1,739 | 13F-HRTimelineGroup |
| VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC. | 237 | $11.7K | <0.01% | 0 | 13F-HRTimelineGroup |
| GAMMA Investing LLC | 124 | $6.13K | <0.01% | +9 | 13F-HRTimeline |