Who Owns PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU)?Hedge Fund & Institutional Holders

$50.61+0.00 (+0.00%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -1

Price History

$49.18$49.61$50.04$50.46$50.89Sep 24Jun 25Mar 26

SMMU — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Stonebridge Financial Group, LLCNew Position+1.1M+$53.6B
SAGESPRING WEALTH PARTNERS, LLCNew Position+473K+$23.8B
Biltmore Wealth Management, LLCNew Position+404K+$20.4B
Vise Technologies, Inc.Increased+128K+$6.0B
CarsonAllaria Wealth Management, Ltd.New Position+97K+$4.9B
Crumly & Associates Inc.New Position+91K+$4.6B
Gateway Wealth Partners, LLCNew Position+77K+$3.9B
MBM WEALTH CONSULTANTS, LLCNew Position+71K+$3.6B
Westside Investment Management, Inc.New Position+65K+$3.3B
Cedar Point Capital Partners, LLCNew Position+56K+$2.8B
SITTNER & NELSON, LLCIncreased+51K+$2.6B
UNIQUE WEALTH, LLCNew Position+48K+$2.4B
CITADEL ADVISORS LLCIncreased+47K+$2.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+56K+$2.0B
Inspire Advisors, LLCNew Position+37K+$1.9B

SMMU — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Cetera Investment AdvisersDecreased-40K-$37.2B
JPMORGAN CHASE & CODecreased-131K-$7.5B
Integrated Wealth Concepts LLCDecreased-71K-$4.9B
Waverly Advisors, LLCDecreased-253-$2.4B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-19K-$1.9B
Dynamic Advisor Solutions LLCDecreased-3K-$1.8B
DAVIS R M INCDecreased-33K-$1.7B
WELLS FARGO & COMPANY/MNDecreased-3K-$1.5B
HighTower Advisors, LLCDecreased-942-$1.4B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-6K-$1.3B
Cyndeo Wealth Partners, LLCClosed Position-25K-$1.3B
UBS Group AGDecreased-13K-$656.5M
OneDigital Investment Advisors LLCDecreased-1K-$648.0M
Orion Porfolio Solutions, LLCDecreased-5K-$615.6M
Beaird Harris Wealth Management, LLCDecreased-11K-$544.4M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Stonebridge Financial Group, LLC1,063,817$53.6B4.58%Share
2JPMORGAN CHASE & CO823,662$41.0B2.57%Share
3BANK OF AMERICA CORP /DE/658,523$33.0B2.40%Share
4SAGESPRING WEALTH PARTNERS, LLC472,897$23.8B433.28%Share
5Biltmore Wealth Management, LLC404,093$20.4B7.69%Share
6BANK OF AMERICA CORP /DE/395,964$19.0B1.38%Share
7CONDOR CAPITAL MANAGEMENT260,714$13.1B1.06%Share
8OSAIC HOLDINGS, INC.241,956$12.0B17.53%Share
9WELLS FARGO & COMPANY/MN213,185$10.0B1.82%Share
10RAYMOND JAMES FINANCIAL INC166,266$8.0B2.49%Share
11WEBSTERROGERS FINANCIAL ADVISORS, LLC152,338$7.7B2.23%Share
12Vise Technologies, Inc.147,634$7.0B137.15%Share
13STIFEL FINANCIAL CORP126,340$6.0B5.40%Share
14CarsonAllaria Wealth Management, Ltd.97,107$4.9B2.43%Share
15Crumly & Associates Inc.90,860$4.6B0.96%Share
16SITTNER & NELSON, LLC86,441$4.4B1.55%Share
17RAYMOND JAMES FINANCIAL INC94,853$4.0B1.24%Share
18Gateway Wealth Partners, LLC77,366$3.9B0.43%Share
19MBM WEALTH CONSULTANTS, LLC71,459$3.6B0.86%Share
20ABLE Financial Group, LLC61,356$3.1B0.63%Share
21CITADEL ADVISORS LLC65,152$3.0B0.45%Share
22OSAIC HOLDINGS, INC.74,969$3.0B4.38%Share
23Cedar Point Capital Partners, LLC56,387$2.8B1.82%Share
24UBS Group AG54,097$2.7B0.44%Share
25Westside Investment Management, Inc.54,040$2.7B0.44%Share
26YHB Investment Advisors, Inc.48,327$2.4B0.17%Share
27UNIQUE WEALTH, LLC47,851$2.4B0.34%Share
28Milestone Investment Advisors LLC43,796$2.2B0.53%Share
29WELLS FARGO & COMPANY/MN51,789$2.0B0.36%Share
30Rockefeller Capital Management L.P.41,909$2.0B3.60%Share
31COMMONWEALTH EQUITY SERVICES, LLC56,011$2.0B2.67%Share
32DAVIS R M INC39,331$2.0B34.14%Share
33Inspire Advisors, LLC36,692$1.9B0.17%Share
34EHRLICH FINANCIAL GROUP36,097$1.8B1.04%Share
35LifeWealth Investments, LLC35,056$1.8B0.56%Share
36IAM Advisory, LLC33,619$1.7B0.38%Share
37LongView Wealth Management32,154$1.6B0.39%Share
38FOUNDERS GROVE WEALTH PARTNERS, LLC31,570$1.6B0.36%Share
39Elequin Capital, LP29,419$1.5B0.11%Share
40StoneCrest Wealth Management, Inc.26,707$1.3B0.54%Share
41NewSquare Capital LLC24,237$1.2B0.11%Share
42Farther Finance Advisors, LLC23,674$1.2B12.78%Share
43MBL Wealth, LLC22,572$1.1B0.09%Share
44BCGM Wealth Management, LLC22,459$1.1B0.29%Share
45Skyline Advisors, Inc.22,090$1.1B0.37%Share
46Premier Path Wealth Partners, LLC21,023$1.1B0.14%Share
47Stratos Wealth Partners, LTD.20,241$1.0B11.53%Share
48JONES FINANCIAL COMPANIES LLLP27,913$1.0B0.61%Share
49HOLLENCREST CAPITAL MANAGEMENT21,145$1.0B0.03%Share
50BANK OF AMERICA CORP /DE/37,269$1.0B0.07%Share

SMMU Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025179$361.4B+73
Q3 2025106$319.3B-52
Q2 2025158$502.2B-7
Q1 2025165$496.6B+21
Q4 2024144$7.2T+39
Q3 2024105$27.6T+0
Q2 2024105$14.9T+7
Q1 202498$10.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold SMMU (PIMCO Short Term Municipal Bond Active Exchange-Traded Fund). The largest holder is Stonebridge Financial Group, LLC with $53.6B in shares. This quarter, 12 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own SMMU?

As of Q4 2025, 50 institutional investors report holding SMMU (PIMCO Short Term Municipal Bond Active Exchange-Traded Fund) in their 13F filings.

Who is the largest institutional holder of SMMU?

The largest institutional holder of SMMU is Stonebridge Financial Group, LLC with $53.6B in shares.

Is institutional ownership of SMMU increasing or decreasing?

This quarter, 12 institutions opened new positions in SMMU and 1 closed their positions.