Who owns PIMCO Short Term Municipal Bond Active Exchange-Traded Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SMMU from SEC Form 13F filings across 203 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 203 institutions disclosed 18.3M shares of PIMCO Short Term Municipal Bond Active Exchange-Traded Fund worth $925.4M — about 80.4% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
203
13F holders
$925.4M
value, 2026 filers
80.4%
of shares outstanding (18.3M sh)
27
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SMMU's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.6M | $180.4M | 0.0% | 15.7% | +8.6% |
| 2 | CAPTRUST FINANCIAL ADVISORS | 1.4M | $69.2M | 0.1% | 6% | +18.3% |
| 3 | BANK OF AMERICA CORP /DE/ | 1.3M | $64.8M | 0.0% | 5.6% | +10.9% |
| 4 | Stonebridge Financial Group, LLC | 1.1M | $53.1M | 4.0% | 4.6% | -0.5% |
| 5 | Cetera Investment Advisers | 612,120 | $30.9M | 0.0% | 2.7% | -4.3% |
| 6 | JPMORGAN CHASE & CO | 606,473 | $30.6M | 0.0% | 2.7% | -4.7% |
| 7 | LPL Financial LLC | 599,248 | $30.3M | 0.0% | 2.6% | +9.2% |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 495,505 | $25.0M | 0.0% | 2.2% | -0.3% |
| 9 | RAYMOND JAMES FINANCIAL INC | 427,458 | $21.6M | 0.0% | 1.9% | +34.4% |
| 10 | Biltmore Wealth Management, LLC | 424,580 | $21.4M | 6.7% | 1.9% | +1.4% |
| 11 | John A. Wolfe & Associates, Inc. | 403,445 | $20.4M | 28.1% | 1.8% | +11.4% |
| 12 | OSAIC HOLDINGS, INC. | 402,335 | $20.3M | 0.0% | 1.8% | +3.2% |
| 13 | TD Capital Management LLC | 401,878 | $20.3M | 1.7% | 1.8% | -0.2% |
| 14 | WELLS FARGO & COMPANY/MN | 380,329 | $19.2M | 0.0% | 1.7% | +37.1% |
| 15 | CONDOR CAPITAL MANAGEMENT | 268,866 | $13.6M | 1.0% | 1.2% | +0.2% |
| 16 | STIFEL FINANCIAL CORP | 233,000 | $11.8M | 0.0% | 1% | +31.7% |
| 17 | SAGESPRING WEALTH PARTNERS, LLC | 207,752 | $10.5M | 0.2% | 0.9% | -22.1% |
| 18 | Kelman-Lazarov, Inc. | 172,326 | $8.7M | 1.1% | 0.8% | +7.0% |
| 19 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 172,039 | $8.7M | 0.1% | 0.8% | new |
| 20 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 161,569 | $8.2M | 2.1% | 0.7% | +0.4% |
| 21 | Vise Technologies, Inc. | 157,391 | $7.9M | 0.1% | 0.7% | +6.6% |
| 22 | Capital Asset Advisory Services LLC | 157,016 | $7.9M | 0.3% | 0.7% | -7.0% |
| 23 | Odyssey Group, LLCNEW | 149,344 | $7.5M | 2.0% | 0.7% | new |
| 24 | Integrated Wealth Concepts LLC | 142,007 | $7.2M | 0.0% | 0.6% | +6.9% |
| 25 | Quotient Wealth Partners, LLC | 139,502 | $7.0M | 0.2% | 0.6% | +4.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.