PIMCO SHRT TRM MUNI BND ETF (SMMU) Institutional Shareholders
PIMCO SHRT TRM MUNI BND ETF (SMMU) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $873.78M in SMMU holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of SMMU tracked by InsiderSet, reporting ownership valued at approximately $165.96M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $165.36M, representing an estimated loss of -0.36% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed SMMU value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Captrust Financial Advisors, Bank Of America Corp, and several other long-term asset managers with concentrated positions in PIMCO SHRT TRM MUNI BND ETF (SMMU).
This page ranks the largest institutional SMMU shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
194
Total Reported Value
$873.78M
Largest Holder
Morgan Stanley
Largest Position
$165.96M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
82
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 3,289,525 | $165,956,582 | $165,364,422 | -$592,160 | -0.36% | |
| Captrust Financial Advisors | 0.10% | 1,158,451 | $58,443,381 | $58,235,332 | -$208,049 | -0.36% | |
| Bank Of America Corp | 0.00% | 1,156,634 | $58,352,174 | $58,143,991 | -$208,183 | -0.36% | |
| Stonebridge Financial Group, Llc | 4.03% | 1,050,787 | $53,064,754 | $52,823,062 | -$241,692 | -0.46% | |
| Cwm, Llc | 0.11% | 796,197 | $40,168,156 | $40,024,823 | -$143,333 | -0.36% | |
| Cetera Investment Advisers | 0.03% | 639,743 | $32,275,049 | $32,159,881 | -$115,168 | -0.36% | |
| Lpl Financial Llc | 0.01% | 548,897 | $27,691,851 | $27,593,052 | -$98,799 | -0.36% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 495,505 | $24,963,537 | $24,909,036 | -$54,501 | -0.22% | |
| Biltmore Wealth Management, Llc | 6.69% | 424,580 | $21,441,293 | $21,343,637 | -$97,656 | -0.46% | |
| John A. Wolfe & Associates, Inc. | 28.06% | 403,445 | $20,373,987 | $20,281,180 | -$92,807 | -0.46% | |
| Td Capital Management Llc | 1.83% | 402,850 | $20,323,767 | $20,251,270 | -$72,498 | -0.36% | |
| Osaic Holdings, Inc. | 0.03% | 389,976 | $19,674,571 | $19,604,094 | -$70,477 | -0.36% | |
| Raymond James Financial Inc | 0.00% | 318,044 | $16,045,305 | $15,988,072 | -$57,233 | -0.36% | |
| Wells Fargo & Company/Mn | 0.00% | 277,439 | $13,996,787 | $13,946,859 | -$49,928 | -0.36% | |
| Condor Capital Management | 1.13% | 268,422 | $13,541,910 | $13,493,574 | -$48,336 | -0.36% | |
| Sagespring Wealth Partners, Llc | 0.25% | 266,548 | $13,447,334 | $13,399,368 | -$47,966 | -0.36% | |
| Stifel Financial Corp | 0.01% | 176,862 | $8,922,625 | $8,890,853 | -$31,772 | -0.36% | |
| Gateway Wealth Partners, Llc | 0.34% | 173,810 | $8,768,720 | $8,737,429 | -$31,291 | -0.36% | |
| Axxcess Wealth Management, Llc | 0.14% | 172,039 | $8,687,987 | $8,648,401 | -$39,586 | -0.46% | |
| Capital Asset Advisory Services Llc | 0.33% | 168,800 | $8,533,671 | $8,485,576 | -$48,095 | -0.56% | |
| Websterrogers Financial Advisors, Llc | 2.09% | 161,569 | $8,159,252 | $8,122,074 | -$37,178 | -0.46% | |
| Kelman-Lazarov, Inc. | 1.17% | 161,103 | $8,127,657 | $8,098,648 | -$29,009 | -0.36% | |
| Vise Technologies, Inc. | 0.15% | 147,634 | $7,445,203 | $7,421,561 | -$23,642 | -0.32% | |
| Quotient Wealth Partners, Llc | 0.18% | 133,748 | $6,747,563 | $6,723,512 | -$24,051 | -0.36% | |
| Integrated Wealth Concepts Llc | 0.05% | 132,807 | $6,700,113 | $6,676,208 | -$23,905 | -0.36% | |
| Allworth Financial Lp | 0.03% | 132,745 | $6,697,001 | $6,673,091 | -$23,910 | -0.36% | |
| Highpoint Advisor Group Llc | 0.28% | 130,741 | $6,595,874 | $6,572,350 | -$23,524 | -0.36% | |
| Crumly & Associates Inc. | 1.20% | 124,280 | $6,276,158 | $6,247,556 | -$28,602 | -0.46% | |
| Envestnet Asset Management Inc | 0.00% | 113,164 | $5,709,126 | $5,688,754 | -$20,372 | -0.36% | |
| Optimus Capital Advisors, Llc | 2.96% | 109,261 | $5,517,692 | $5,492,550 | -$25,142 | -0.46% | |
| Mai Capital Management | 0.03% | 98,816 | $4,985,257 | $4,967,480 | -$17,777 | -0.36% | |
| Mbm Wealth Consultants, Llc | 0.90% | 92,079 | $4,649,990 | $4,628,811 | -$21,179 | -0.46% | |
| Sittner & Nelson, Llc | 1.54% | 83,485 | $4,211,808 | $4,196,791 | -$15,017 | -0.36% | |
| Able Financial Group, Llc | 0.65% | 77,211 | $3,899,156 | $3,881,397 | -$17,759 | -0.46% | |
| Carsonallaria Wealth Management, Ltd. | 1.66% | 75,773 | $3,826,520 | $3,809,109 | -$17,411 | -0.46% | |
| Commonwealth Equity Services, Llc | 0.00% | 73,062 | $3,689,650 | $3,672,827 | -$16,823 | -0.46% | |
| Yhb Investment Advisors, Inc. | 0.22% | 67,612 | $3,414,406 | $3,398,855 | -$15,551 | -0.46% | |
| Goldman Sachs Group Inc | 0.00% | 66,564 | $3,358,154 | $3,346,172 | -$11,982 | -0.36% | |
| Private Advisor Group, Llc | 0.02% | 66,002 | $3,333,135 | $3,317,921 | -$15,214 | -0.46% | |
| Milestone Investment Advisors Llc | 0.80% | 65,834 | $3,321,326 | $3,309,475 | -$11,851 | -0.36% | |
| Certified Advisory Corp | 0.26% | 65,011 | $3,283,056 | $3,268,103 | -$14,953 | -0.46% | |
| Bank Of New York Mellon Corp | 0.00% | 57,953 | $2,923,743 | $2,913,297 | -$10,446 | -0.36% | |
| Cfs Investment Advisory Services, Llc | 0.19% | 56,772 | $2,862,444 | $2,853,928 | -$8,516 | -0.30% | |
| Davenport & Co Llc | 0.01% | 56,425 | $2,849,440 | $2,836,485 | -$12,955 | -0.45% | |
| Summit Financial, Llc | 0.03% | 53,416 | $2,694,817 | $2,685,222 | -$9,595 | -0.36% | |
| Cerity Partners Llc | 0.00% | 52,833 | $2,665,408 | $2,655,915 | -$9,493 | -0.36% | |
| Independent Advisor Alliance | 0.03% | 51,180 | $2,582,028 | $2,572,819 | -$9,209 | -0.36% | |
| Stokes Capital Advisors, Llc | 0.54% | 50,000 | $2,525,000 | $2,513,500 | -$11,500 | -0.46% | |
| Jones Financial Companies Lllp | 0.00% | 49,716 | $2,505,189 | $2,499,223 | -$5,966 | -0.24% | |
| Westside Investment Management, Inc. | 0.32% | 48,740 | $2,461,370 | $2,450,160 | -$11,210 | -0.46% |
Frequently asked questions about SMMU
Who owns the most SMMU stock?
The largest holders of SMMU are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO SHRT TRM MUNI BND ETF (SMMU).
Is SMMU widely held by superinvestors?
Many widely followed stocks like SMMU appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly SMMU is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.