# PIMCO ETF TR (SMMU)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SMMU/

- Reporting holders: 13
- Reported value: $89.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $50.5M | 1,022,741 | 3.7% | 8 |
| [Biltmore Wealth Management, LLC](https://holderbook.com/funds/1598102-biltmore-wealth-management-llc/) | $21.0M | 424,382 | 6.5% | 14 |
| [Crumly & Associates Inc.](https://holderbook.com/funds/1759578-crumly-associates-inc/) | $6.5M | 131,629 | 1.2% | 28 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $2.9M | 59,348 | 0.2% | 25 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $2.2M | 45,463 | 0.0% | 11 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $2.2M | 44,108 | 0.2% | 16 |
| [Stokes Capital Advisors, LLC](https://holderbook.com/funds/1734460-stokes-capital-advisors-llc/) | $1.9M | 37,800 | 0.4% | 3 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $1.2M | 23,419 | 0.1% | 9 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.0M | 20,925 | 0.0% | 5 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $227.3K | 4,600 | 0.1% | 3 |
| [Gradient Investments LLC](https://holderbook.com/funds/1542265-gradient-investments-llc/) | $211.9K | 4,290 | 0.0% | 6 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $11.7K | 237 | 0.0% | 18 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $6.1K | 124 | 0.0% | 10 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 13 | $89.9M |
| Q2 2026 | 203 | $942.7M |
| Q1 2026 | 195 | $896.9M |
| Q4 2025 | 184 | $866.0M |
| Q3 2025 | 177 | $952.1M |
| Q2 2025 | 170 | $786.2M |
| Q1 2025 | 165 | $610.8M |
| Q4 2024 | 171 | $528.0M |
| Q3 2024 | 147 | $461.1M |
| Q2 2024 | 143 | $446.6M |
| Q1 2024 | 137 | $483.6M |
| Q4 2023 | 139 | $479.1M |