Who owns PIMCO Short Term Municipal Bond Active Exchange-Traded Fund?
Institutional ownership of SMMU from SEC Form 13F filings across 117 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.
117
13F holders
$693.9M
value, 2026 filers
60.7%
of shares outstanding (13.8M sh)
16
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 | Cetera Investment Advisers | 612,120 | $30.9M | 0.0% | 2.7% | -4.3% |
| 5 | JPMORGAN CHASE & CO | 606,473 | $30.6M | 0.0% | 2.7% | -4.7% |
| 6 | LPL Financial LLC | 599,248 | $30.3M | 0.0% | 2.6% | +9.2% |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 495,505 | $25.0M | 0.0% | 2.2% | -0.3% |
| 8 | RAYMOND JAMES FINANCIAL INC | 427,458 | $21.6M | 0.0% | 1.9% | +34.4% |
| 9 | OSAIC HOLDINGS, INC. | 402,335 | $20.3M | 0.0% | 1.8% | +3.2% |
| 10 | TD Capital Management LLC | 401,878 | $20.3M | 1.7% | 1.8% | -0.2% |
| 11 | WELLS FARGO & COMPANY/MN | 380,329 | $19.2M | 0.0% | 1.7% | +37.1% |
| 12 | STIFEL FINANCIAL CORP | 233,000 | $11.8M | 0.0% | 1% | +31.7% |
| 13 | SAGESPRING WEALTH PARTNERS, LLC | 207,752 | $10.5M | 0.2% | 0.9% | -22.1% |
| 14 | AXXCESS WEALTH MANAGEMENT, LLCNEW | 172,039 | $8.7M | 0.1% | 0.8% | new |
| 15 | Vise Technologies, Inc. | 157,391 | $7.9M | 0.1% | 0.7% | +6.6% |
| 16 | Capital Asset Advisory Services LLC | 157,016 | $7.9M | 0.3% | 0.7% | -7.0% |
| 17 | Integrated Wealth Concepts LLC | 142,552 | $7.2M | 0.0% | 0.6% | +7.3% |
| 18 | Quotient Wealth Partners, LLC | 139,502 | $7.0M | 0.2% | 0.6% | +4.3% |
| 19 | Allworth Financial LP | 132,622 | $6.7M | 0.0% | 0.6% | -0.1% |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 127,653 | $6.4M | 0.0% | 0.6% | +12.8% |
| 21 | Crumly & Associates Inc. | 124,280 | $6.3M | 1.2% | 0.5% | +18.3% |
| 22 | MAI Capital Management | 104,708 | $5.3M | 0.0% | 0.5% | +6.0% |
| 23 | NewEdge Advisors, LLC | 102,358 | $5.2M | 0.0% | 0.4% | +24.7% |
| 24 | HighPoint Advisor Group LLC | 97,181 | $4.9M | 0.2% | 0.4% | -25.7% |
| 25 | Gateway Wealth Partners, LLC | 80,456 | $4.1M | 0.2% | 0.4% | -53.7% |
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.