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 $953.25M 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 $180.45M in its June 30, 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 $178.20M, representing an estimated loss of -1.25% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 57% 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
197
Total Reported Value
$953.25M
Largest Holder
Morgan Stanley
Largest Position
$180.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
35
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% | 3,573,247 | $180,449,016 | $178,197,828 | -$2,251,188 | -1.25% | |
| Captrust Financial Advisors | 0.11% | 1,370,095 | $69,189,796 | $68,326,638 | -$863,158 | -1.25% | |
| Bank Of America Corp | 0.00% | 1,282,365 | $64,759,442 | $63,951,543 | -$807,899 | -1.25% | |
| Stonebridge Financial Group, Llc | 4.03% | 1,050,787 | $53,064,754 | $52,402,748 | -$662,006 | -1.25% | |
| Cwm, Llc | 0.11% | 796,197 | $40,168,156 | $39,706,344 | -$461,812 | -1.15% | |
| Cetera Investment Advisers | 0.03% | 612,120 | $30,912,036 | $30,526,424 | -$385,612 | -1.25% | |
| Jpmorgan Chase & Co | 0.00% | 606,473 | $30,645,105 | $30,244,809 | -$400,296 | -1.31% | |
| Lpl Financial Llc | 0.01% | 599,248 | $30,262,026 | $29,884,498 | -$377,528 | -1.25% | |
| Wealth Enhancement Advisory Services, Llc | 0.04% | 495,505 | $24,963,537 | $24,710,834 | -$252,703 | -1.01% | |
| Raymond James Financial Inc | 0.01% | 427,458 | $21,586,600 | $21,317,330 | -$269,270 | -1.25% | |
| Biltmore Wealth Management, Llc | 6.69% | 424,580 | $21,441,293 | $21,173,805 | -$267,488 | -1.25% | |
| John A. Wolfe & Associates, Inc. | 28.06% | 403,445 | $20,373,987 | $20,119,802 | -$254,185 | -1.25% | |
| Osaic Holdings, Inc. | 0.02% | 402,335 | $20,318,271 | $20,064,446 | -$253,825 | -1.25% | |
| Td Capital Management Llc | 1.66% | 401,878 | $20,294,845 | $20,041,656 | -$253,189 | -1.25% | |
| Wells Fargo & Company/Mn | 0.00% | 380,329 | $19,206,643 | $18,967,007 | -$239,636 | -1.25% | |
| Condor Capital Management | 1.02% | 268,866 | $13,577,774 | $13,408,347 | -$169,427 | -1.25% | |
| Stifel Financial Corp | 0.01% | 233,000 | $11,766,613 | $11,619,710 | -$146,903 | -1.25% | |
| Sagespring Wealth Partners, Llc | 0.16% | 207,752 | $10,491,490 | $10,360,592 | -$130,898 | -1.25% | |
| Kelman-Lazarov, Inc. | 1.14% | 172,326 | $8,702,478 | $8,593,898 | -$108,580 | -1.25% | |
| Axxcess Wealth Management, Llc | 0.14% | 172,039 | $8,687,987 | $8,579,585 | -$108,402 | -1.25% | |
| Websterrogers Financial Advisors, Llc | 2.09% | 161,569 | $8,159,252 | $8,057,446 | -$101,806 | -1.25% | |
| Vise Technologies, Inc. | 0.09% | 157,391 | $7,948,228 | $7,849,089 | -$99,139 | -1.25% | |
| Capital Asset Advisory Services Llc | 0.29% | 157,016 | $7,929,313 | $7,830,388 | -$98,925 | -1.25% | |
| Integrated Wealth Concepts Llc | 0.05% | 142,007 | $7,171,354 | $7,081,889 | -$89,465 | -1.25% | |
| Quotient Wealth Partners, Llc | 0.17% | 139,502 | $7,044,833 | $6,956,965 | -$87,868 | -1.25% | |
| Allworth Financial Lp | 0.03% | 132,622 | $6,697,434 | $6,613,859 | -$83,575 | -1.25% | |
| Envestnet Asset Management Inc | 0.00% | 127,653 | $6,446,474 | $6,366,055 | -$80,419 | -1.25% | |
| Crumly & Associates Inc. | 1.20% | 124,280 | $6,276,158 | $6,197,844 | -$78,314 | -1.25% | |
| Optimus Capital Advisors, Llc | 2.96% | 109,261 | $5,517,692 | $5,448,846 | -$68,846 | -1.25% | |
| Mai Capital Management | 0.02% | 104,708 | $5,287,733 | $5,221,788 | -$65,945 | -1.25% | |
| Newedge Advisors, Llc | 0.02% | 102,358 | $5,169,101 | $5,104,593 | -$64,508 | -1.25% | |
| Highpoint Advisor Group Llc | 0.17% | 97,181 | $4,907,655 | $4,846,416 | -$61,239 | -1.25% | |
| Mbm Wealth Consultants, Llc | 0.90% | 92,079 | $4,649,990 | $4,591,980 | -$58,010 | -1.25% | |
| Gateway Wealth Partners, Llc | 0.24% | 80,456 | $4,063,044 | $4,012,341 | -$50,703 | -1.25% | |
| Able Financial Group, Llc | 0.65% | 77,211 | $3,899,156 | $3,850,513 | -$48,643 | -1.25% | |
| Summit Financial, Llc | 0.04% | 75,833 | $3,829,582 | $3,781,792 | -$47,790 | -1.25% | |
| Carsonallaria Wealth Management, Ltd. | 1.66% | 75,773 | $3,826,520 | $3,778,800 | -$47,720 | -1.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 73,062 | $3,689,650 | $3,643,602 | -$46,048 | -1.25% | |
| Yhb Investment Advisors, Inc. | 0.22% | 67,612 | $3,414,406 | $3,371,810 | -$42,596 | -1.25% | |
| Jones Financial Companies Lllp | 0.00% | 66,901 | $3,379,839 | $3,336,353 | -$43,486 | -1.29% | |
| Private Advisor Group, Llc | 0.02% | 66,002 | $3,333,135 | $3,291,520 | -$41,615 | -1.25% | |
| Milestone Investment Advisors Llc | 0.72% | 66,000 | $3,333,001 | $3,291,420 | -$41,581 | -1.25% | |
| Certified Advisory Corp | 0.26% | 65,011 | $3,283,056 | $3,242,099 | -$40,957 | -1.25% | |
| Waverly Advisors, Llc | 0.02% | 61,587 | $3,110,130 | $3,071,344 | -$38,786 | -1.25% | |
| Sittner & Nelson, Llc | 0.96% | 60,118 | $3,035,984 | $2,998,085 | -$37,899 | -1.25% | |
| Bank Of New York Mellon Corp | 0.00% | 57,439 | $2,900,689 | $2,864,483 | -$36,206 | -1.25% | |
| Cfs Investment Advisory Services, Llc | 0.19% | 56,772 | $2,862,444 | $2,831,220 | -$31,224 | -1.09% | |
| Davenport & Co Llc | 0.01% | 56,425 | $2,849,440 | $2,813,915 | -$35,525 | -1.25% | |
| Prime Capital Investment Advisors, Llc | 0.03% | 52,465 | $2,649,483 | $2,616,430 | -$33,053 | -1.25% | |
| Stokes Capital Advisors, Llc | 0.54% | 50,000 | $2,525,000 | $2,493,500 | -$31,500 | -1.25% |
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.