SMMU Institutional Ownership
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
1W: +0.3%
1M: -1.3%
3M: -1.9%
YTD: -1.6%
1Y: -1.6%
3Y: +7.8%
5Y: +6.2%
$49.44
+0.03 (+0.05%)
Weekly Expected Move ±0.4%
$49
$49
$49
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — SMMU
217
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
923M
Total Invested
25
New Positions
102
Increased
67
Reduced
14
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (231 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,573,247 | 177M | +283,722 | +8.6% | 60Q | SEC ↗ |
| 2 | CAPTRUST FINANCIAL ADVISORS | 1,370,095 | 68M | +211,644 | +18.3% | 15Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 1,282,365 | 63M | +125,731 | +10.9% | 15Q | SEC ↗ |
| 4 | Stonebridge Financial Group, LLC | 1,050,787 | 52M | -5,478 | -0.5% | 7Q | SEC ↗ |
| 5 | CWM, LLC | 796,197 | 39M | +85,033 | +12.0% | 18Q | SEC ↗ |
| 6 | Cetera Investment Advisers | 612,120 | 30M | -27,623 | -4.3% | 10Q | SEC ↗ |
| 7 | JPMORGAN CHASE & CO | 606,473 | 30M | -29,767 | -4.7% | 22Q | SEC ↗ |
| 8 | LPL Financial LLC | 599,248 | 30M | +50,351 | +9.2% | 23Q | SEC ↗ |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 495,505 | 24M | -1,552 | -0.3% | 13Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 427,458 | 21M | +109,414 | +34.4% | 7Q | SEC ↗ |
| 11 | Biltmore Wealth Management, LLC | 424,580 | 21M | +6,051 | +1.4% | 13Q | SEC ↗ |
| 12 | John A. Wolfe & Associates, Inc. | 403,445 | 20M | +41,167 | +11.4% | 3Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 402,335 | 20M | +12,359 | +3.2% | 26Q | SEC ↗ |
| 14 | TD Capital Management LLC | 401,878 | 20M | -972 | -0.2% | 52Q | SEC ↗ |
| 15 | WELLS FARGO & COMPANY/MN | 380,329 | 19M | +102,890 | +37.1% | 64Q | SEC ↗ |
| 16 | CONDOR CAPITAL MANAGEMENT | 268,866 | 13M | +444 | +0.2% | 17Q | SEC ↗ |
| 17 | STIFEL FINANCIAL CORP | 233,000 | 12M | +56,138 | +31.7% | 30Q | SEC ↗ |
| 18 | SAGESPRING WEALTH PARTNERS, LLC | 207,752 | 10M | -58,796 | -22.1% | 7Q | SEC ↗ |
| 19 | Kelman-Lazarov, Inc. | 172,326 | 9M | +11,223 | +7.0% | 14Q | SEC ↗ |
| 20 | AXXCESS WEALTH MANAGEMENT, LLC NEW | 172,039 | 9M | — | +0.0% | 1Q | SEC ↗ |
| 21 | WEBSTERROGERS FINANCIAL ADVISORS, LLC | 161,569 | 8M | +626 | +0.4% | 23Q | SEC ↗ |
| 22 | Vise Technologies, Inc. | 157,391 | 8M | +9,757 | +6.6% | 5Q | SEC ↗ |
| 23 | Capital Asset Advisory Services LLC | 157,016 | 8M | -11,784 | -7.0% | 8Q | SEC ↗ |
| 24 | Odyssey Group, LLC NEW | 149,344 | 7M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Integrated Wealth Concepts LLC | 142,007 | 7M | +9,200 | +6.9% | 5Q | SEC ↗ |
| 26 | Quotient Wealth Partners, LLC | 139,502 | 7M | +5,754 | +4.3% | 9Q | SEC ↗ |
| 27 | Allworth Financial LP | 132,622 | 7M | -123 | -0.1% | 13Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 127,653 | 6M | +14,489 | +12.8% | 27Q | SEC ↗ |
| 29 | Crumly & Associates Inc. | 124,280 | 6M | +19,189 | +18.3% | 27Q | SEC ↗ |
| 30 | Optimus Capital Advisors, LLC | 109,261 | 5M | +5,886 | +5.7% | 3Q | SEC ↗ |
| 31 | MAI Capital Management | 104,708 | 5M | +5,892 | +6.0% | 7Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 102,358 | 5M | +10,578 | +11.5% | 15Q | SEC ↗ |
| 33 | HighPoint Advisor Group LLC | 97,181 | 5M | -33,560 | -25.7% | 3Q | SEC ↗ |
| 34 | MBM WEALTH CONSULTANTS, LLC | 92,079 | 5M | +12,444 | +15.6% | 7Q | SEC ↗ |
| 35 | Gateway Wealth Partners, LLC | 80,456 | 4M | -93,354 | -53.7% | 4Q | SEC ↗ |
| 36 | ABLE Financial Group, LLC | 77,211 | 4M | +16,025 | +26.2% | 14Q | SEC ↗ |
| 37 | Summit Financial, LLC | 75,833 | 4M | +22,417 | +42.0% | 4Q | SEC ↗ |
| 38 | CarsonAllaria Wealth Management, Ltd. | 75,773 | 4M | -19,066 | -20.1% | 19Q | SEC ↗ |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 73,062 | 4M | +15,004 | +25.8% | 35Q | SEC ↗ |
| 40 | YHB Investment Advisors, Inc. | 67,612 | 3M | +9,925 | +17.2% | 24Q | SEC ↗ |
| 41 | JONES FINANCIAL COMPANIES LLLP | 66,901 | 3M | +17,185 | +34.6% | 11Q | SEC ↗ |
| 42 | Private Advisor Group, LLC | 66,002 | 3M | +60,367 | +1071.3% | 3Q | SEC ↗ |
| 43 | Milestone Investment Advisors LLC | 66,000 | 3M | +166 | +0.3% | 10Q | SEC ↗ |
| 44 | Certified Advisory Corp | 65,011 | 3M | +9,906 | +18.0% | 16Q | SEC ↗ |
| 45 | Waverly Advisors, LLC | 61,587 | 3M | +15,149 | +32.6% | 10Q | SEC ↗ |
| 46 | SITTNER & NELSON, LLC | 60,118 | 3M | -23,367 | -28.0% | 20Q | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 57,439 | 3M | -514 | -0.9% | 2Q | SEC ↗ |
| 48 | CFS Investment Advisory Services, LLC | 56,772 | 3M | -191 | -0.3% | 5Q | SEC ↗ |
| 49 | DAVENPORT & Co LLC | 56,425 | 3M | +11,765 | +26.3% | 12Q | SEC ↗ |
| 50 | Prime Capital Investment Advisors, LLC | 52,465 | 3M | +4,540 | +9.5% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | 172,039 | 9M |
| Odyssey Group, LLC | 149,344 | 7M |
| HB Wealth Management, LLC | 30,217 | 1M |
| Garden State Investment Advisory Se | 27,740 | 1M |
| Syntegra Private Wealth Group, LLC | 27,547 | 1M |
| Triad Wealth Partners, LLC | 20,912 | 1M |
| SFG Wealth Management, LLC. | 18,397 | 910K |
| FIDUCIARY FINANCIAL ADVISORS | 17,271 | 854K |
| INTEGRITY ALLIANCE, LLC. | 16,944 | 838K |
| STAGE HARBOR FINANCIAL, LLC | 15,850 | 784K |
| Elequin Capital, LP | 13,918 | 688K |
| Global Retirement Partners, LLC | 13,861 | 685K |
| XP Advisory US, Inc. | 11,977 | 592K |
| Visionary Wealth Advisors | 11,347 | 561K |
| WCG Wealth Advisors LLC | 10,031 | 496K |
| Tower Research Capital LLC (TRC) | 9,868 | 488K |
| J. M. Brown & Associates Inc. | 8,500 | 420K |
| Mills Wealth Advisors LLC | 7,732 | 382K |
| Nuveen, LLC | 5,895 | 291K |
| OLD MISSION CAPITAL LLC | 5,821 | 288K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Independent Advisor Alliance | 51,180 | 3M |
| UNIQUE WEALTH, LLC | 29,746 | 1M |
| BESSEMER GROUP INC | 28,695 | 1M |
| JANE STREET GROUP, LLC | 24,349 | 1M |
| FLOW TRADERS U.S. LLC | 22,196 | 1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 19,505 | 964K |
| Canvas Wealth Advisors, LLC | 14,740 | 729K |
| SAGE RHINO CAPITAL LLC | 14,193 | 702K |
| LongView Wealth Management | 12,154 | 601K |
| Beacon Capital Management, LLC | 7,434 | 368K |
| Rehmann Capital Advisory Group | 6,300 | 311K |
| Merit Financial Group, LLC | 6,082 | 301K |
| Krilogy Financial LLC | 5,922 | 293K |
| Total Clarity Wealth Management, In | 4,913 | 243K |
| Mattson Financial Services, LLC | 4,030 | 199K |
| VCI Wealth Management LLC | 3,978 | 197K |
| United Community Bank | 2,110 | 104K |
| EVOLUTION WEALTH MANAGEMENT INC. | 990 | 49K |
| OPTIMA CAPITAL LLC | 891 | 44K |
| BLAIR WILLIAM & CO/IL | 810 | 40K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +283,722 | +8.6% | 3,573,247 |
| CAPTRUST FINANCIAL ADVISORS | +211,644 | +18.3% | 1,370,095 |
| BANK OF AMERICA CORP /DE | +125,731 | +10.9% | 1,282,365 |
| RAYMOND JAMES FINANCIAL INC | +109,414 | +34.4% | 427,458 |
| WELLS FARGO & COMPANY/MN | +102,890 | +37.1% | 380,329 |
| CWM, LLC | +85,033 | +12.0% | 796,197 |
| Private Advisor Group, LLC | +60,367 | +1071.3% | 66,002 |
| STIFEL FINANCIAL CORP | +56,138 | +31.7% | 233,000 |
| LPL Financial LLC | +50,351 | +9.2% | 599,248 |
| John A. Wolfe & Associates, Inc. | +41,167 | +11.4% | 403,445 |
| GeoWealth Management, LLC | +24,282 | +101.2% | 48,266 |
| Summit Financial, LLC | +22,417 | +42.0% | 75,833 |
| Crumly & Associates Inc. | +19,189 | +18.3% | 124,280 |
| Rockport Wealth LLC | +17,647 | +104.9% | 34,470 |
| JONES FINANCIAL COMPANIES LLLP | +17,185 | +34.6% | 66,901 |
| ABLE Financial Group, LLC | +16,025 | +26.2% | 77,211 |
| MML INVESTORS SERVICES, LLC | +15,597 | +59.4% | 41,856 |
| Waverly Advisors, LLC | +15,149 | +32.6% | 61,587 |
| COMMONWEALTH EQUITY SERVICES, LLC | +15,004 | +25.8% | 73,062 |
| ENVESTNET ASSET MANAGEMENT INC | +14,489 | +12.8% | 127,653 |