Who owns SMMU?
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund · PIMCO
202 institutions reported holding SMMU, worth $926.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SMMU
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Morgan Stanley | New York, NY | $180.4M | 3,573,247 | +283,722 shares |
| Captrust Financial Advisors | Raleigh, NC | $69.2M | 1,370,095 | +211,644 shares |
| Bank of America Corp. | Charlotte, NC | $64.8M | 1,282,365 | +125,731 shares |
| Stonebridge Financial Group, LLC | Wormleysburg, PA | $53.1M | 1,050,787 | −5,478 shares |
| Cetera Investment Advisers | Schaumburg, IL | $30.9M | 612,120 | −27,623 shares |
| JPMorgan Chase & Co | New York, NY | $30.6M | 606,473 | −29,767 shares |
| LPL Financial LLC | Fort Mill, SC | $30.3M | 599,248 | +50,351 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $25.0M | 495,505 | −1,552 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $21.6M | 427,458 | +109,414 shares |
| Biltmore Wealth Management, LLC | Tempe, AZ | $21.4M | 424,580 | +6,051 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SMMU?
202 institutional managers reported holding SMMU in Form 13F filings for June 30, 2026, worth $926.0M in total. The largest reported position was held by Morgan Stanley, at $180.4M.
Did institutions buy or sell SMMU last quarter?
Reported 13F value rose 10.2% from March 31, 2026, which includes price moves as well as buying and selling. 27 firms reported a new position and 14 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SMMU ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.