PIMCO ETF TR (SMMU)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
195
Reporting holders
$921.9M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $180.4M | 3,573,247 | 0.01% | 35q | +8.6%+$14.3M |
| CAPTRUST FINANCIAL ADVISORS | $69.2M | 1,370,095 | 0.11% | 15q | +18.3%+$10.7M |
| BANK OF AMERICA CORP /DE/ | $64.8M | 1,282,365 | 0.00% | 31q | +10.9%+$6.3M |
| Stonebridge Financial Group, LLC | $53.1M | 1,050,787 | 4.03% | 7q | -0.5%-$276.6K |
| Cetera Investment Advisers | $30.9M | 612,120 | 0.03% | 10q | -4.3%-$1.4M |
| JPMORGAN CHASE & CO | $30.6M | 606,473 | 0.00% | 22q | -4.7%-$1.5M |
| LPL Financial LLC | $30.3M | 599,248 | 0.01% | 23q | +9.2%+$2.5M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $25.0M | 495,505 | 0.04% | 13q | HELD |
| RAYMOND JAMES FINANCIAL INC | $21.6M | 427,458 | 0.01% | 7q | +34.4%+$5.5M |
| Biltmore Wealth Management, LLC | $21.4M | 424,580 | 6.69% | 13q | +1.4%+$305.6K |
| John A. Wolfe & Associates, Inc. | $20.4M | 403,445 | 28.06% | 3q | +11.4%+$2.1M |
| OSAIC HOLDINGS, INC. | $20.3M | 402,335 | 0.02% | 26q | +3.2%+$624.1K |
| TD Capital Management LLC | $20.3M | 401,878 | 1.66% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $19.2M | 380,329 | 0.00% | 31q | -31.5%-$8.8M |
| CONDOR CAPITAL MANAGEMENT | $13.6M | 268,866 | 1.02% | 17q | HELD |
| STIFEL FINANCIAL CORP | $11.8M | 233,000 | 0.01% | 30q | +31.7%+$2.8M |
| SAGESPRING WEALTH PARTNERS, LLC | $10.5M | 207,752 | 0.16% | 7q | -22.1%-$3.0M |
| Kelman-Lazarov, Inc. | $8.7M | 172,326 | 1.14% | 14q | +7.0%+$566.8K |
| AXXCESS WEALTH MANAGEMENT, LLC | $8.7M | 172,039 | 0.14% | new | NEW |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | $8.2M | 161,569 | 2.09% | 23q | HELD |
| Vise Technologies, Inc. | $7.9M | 157,391 | 0.09% | 5q | +6.6%+$492.7K |
| Capital Asset Advisory Services LLC | $7.9M | 157,016 | 0.29% | 8q | -7.0%-$595.1K |
| Odyssey Group, LLC | $7.5M | 149,344 | 2.04% | new | FIRST |
| Integrated Wealth Concepts LLC | $7.2M | 142,552 | 0.04% | 5q | +7.3%+$492.1K |
| Quotient Wealth Partners, LLC | $7.0M | 139,502 | 0.17% | 9q | +4.3%+$290.6K |
| Allworth Financial LP | $6.7M | 132,622 | 0.03% | 13q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $6.4M | 127,653 | 0.00% | 27q | +12.8%+$731.7K |
| Crumly & Associates Inc. | $6.3M | 124,280 | 1.20% | 27q | +18.3%+$969.0K |
| Optimus Capital Advisors, LLC | $5.5M | 109,261 | 2.96% | new | FIRST |
| MAI Capital Management | $5.3M | 104,708 | 0.02% | 7q | +6.0%+$297.5K |
| NewEdge Advisors, LLC | $5.2M | 102,358 | 0.02% | 15q | +24.7%+$1.0M |
| HighPoint Advisor Group LLC | $4.9M | 97,181 | 0.17% | 3q | -25.7%-$1.7M |
| MBM WEALTH CONSULTANTS, LLC | $4.6M | 92,079 | 0.90% | 7q | +15.6%+$628.4K |
| Gateway Wealth Partners, LLC | $4.1M | 80,456 | 0.24% | 4q | -53.7%-$4.7M |
| ABLE Financial Group, LLC | $3.9M | 77,211 | 0.65% | 14q | +26.2%+$809.3K |
| Summit Financial, LLC | $3.8M | 75,833 | 0.04% | 4q | +42.0%+$1.1M |
| CarsonAllaria Wealth Management, Ltd. | $3.8M | 75,773 | 1.66% | 19q | -20.1%-$962.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 73,062 | 0.00% | 31q | +25.8%+$757.7K |
| YHB Investment Advisors, Inc. | $3.4M | 67,612 | 0.22% | 24q | +17.2%+$501.2K |
| JONES FINANCIAL COMPANIES LLLP | $3.4M | 66,901 | 0.00% | 11q | +34.6%+$868.2K |
| Private Advisor Group, LLC | $3.3M | 66,002 | 0.02% | 3q | +1071.3%+$3.0M |
| Milestone Investment Advisors LLC | $3.3M | 66,000 | 0.72% | 10q | HELD |
| Certified Advisory Corp | $3.3M | 65,011 | 0.26% | 16q | +18.0%+$500.3K |
| Waverly Advisors, LLC | $3.1M | 61,587 | 0.02% | 10q | +32.6%+$765.0K |
| SITTNER & NELSON, LLC | $3.0M | 60,118 | 0.96% | 20q | -28.0%-$1.2M |
| Bank of New York Mellon Corp | $2.9M | 57,439 | 0.00% | 2q | -0.9%-$26.0K |
| CFS Investment Advisory Services, LLC | $2.9M | 56,772 | 0.19% | 5q | HELD |
| DAVENPORT & Co LLC | $2.8M | 56,425 | 0.01% | 12q | +26.3%+$594.1K |
| Prime Capital Investment Advisors, LLC | $2.6M | 52,465 | 0.03% | 5q | +9.5%+$229.3K |
| Stokes Capital Advisors, LLC | $2.5M | 50,000 | 0.54% | 2q | +25.0%+$505.0K |
| UBS Group AG | $2.5M | 49,178 | 0.00% | 9q | +1.0%+$23.8K |
| Westside Investment Management, Inc. | $2.5M | 48,740 | 0.32% | 18q | -6.7%-$176.8K |
| Cerity Partners LLC | $2.4M | 48,442 | 0.00% | 17q | -8.3%-$221.7K |
| GeoWealth Management, LLC | $2.4M | 48,266 | 0.08% | 2q | +101.2%+$1.2M |
| Inspire Advisors, LLC | $2.2M | 44,481 | 0.16% | 14q | +15.5%+$301.1K |
| DAVIS R M INC | $2.2M | 43,341 | 0.03% | 25q | +8.2%+$166.1K |
| Equitable Holdings, Inc. | $2.2M | 42,892 | 0.01% | 16q | +12.2%+$235.8K |
| GREAT VALLEY ADVISOR GROUP, INC. | $2.2M | 42,801 | 0.03% | 5q | +16.2%+$302.0K |
| Farther Finance Advisors, LLC | $2.1M | 42,031 | 0.02% | 10q | +21.6%+$377.4K |
| INSPIRION WEALTH ADVISORS, LLC | $2.1M | 42,108 | 0.24% | 15q | +1.4%+$30.2K |
| MML INVESTORS SERVICES, LLC | $2.1M | 41,856 | 0.00% | 28q | +59.4%+$787.6K |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | $2.1M | 40,993 | 0.41% | 7q | +28.2%+$455.7K |
| PAX Financial Group, LLC | $2.0M | 40,249 | 0.30% | 11q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.9M | 36,954 | 0.00% | 10q | +186.2%+$1.2M |
| RFG Advisory, LLC | $1.8M | 36,522 | 0.03% | 3q | +65.5%+$730.0K |
| Summit Financial Strategies, Inc. | $1.8M | 35,514 | 0.13% | 9q | -1.2%-$22.2K |
| LifeWealth Investments, LLC | $1.8M | 35,056 | 0.47% | 7q | HELD |
| IAM Advisory, LLC | $1.8M | 34,770 | 0.34% | 15q | +0.8%+$14.6K |
| Rockport Wealth LLC | $1.7M | 34,470 | 0.29% | 5q | +104.9%+$891.2K |
| Dynamic Advisor Solutions LLC | $1.7M | 34,165 | 0.05% | 17q | -4.1%-$73.9K |
| HighTower Advisors, LLC | $1.7M | 33,956 | 0.00% | 16q | +21.0%+$297.0K |
| Rockefeller Capital Management L.P. | $1.7M | 33,895 | 0.00% | 22q | -13.9%-$275.4K |
| Smith Partners Wealth Management, LLC | $1.7M | 32,712 | 1.31% | 3q | +57.5%+$602.8K |
| Lakeridge Wealth Management LLC | $1.6M | 31,610 | 0.59% | 2q | HELD |
| HB Wealth Management, LLC | $1.5M | 30,217 | 0.01% | new | NEW |
| OneDigital Investment Advisors LLC | $1.5M | 29,336 | 0.01% | 29q | +21.2%+$259.0K |
| CITADEL ADVISORS LLC | $1.5M | 29,333 | 0.00% | 4q | +30.2%+$344.0K |
| Garden State Investment Advisory Services LLC | $1.4M | 27,740 | 0.25% | new | NEW |
| Syntegra Private Wealth Group, LLC | $1.4M | 27,547 | 0.11% | new | NEW |
| Vestmark Advisory Solutions, Inc. | $1.4M | 27,238 | 0.01% | 4q | -13.8%-$220.3K |
| ELEVATION POINT WEALTH PARTNERS, LLC | $1.4M | 27,238 | 0.03% | 4q | -13.8%-$220.3K |
| EHRLICH FINANCIAL GROUP | $1.4M | 26,920 | 0.70% | 11q | -18.7%-$311.9K |
| StoneCrest Wealth Management, Inc. | $1.3M | 26,707 | 0.43% | 8q | HELD |
| Kestra Advisory Services, LLC | $1.3M | 26,671 | 0.00% | 9q | +27.2%+$288.3K |
| NewSquare Capital LLC | $1.3M | 25,786 | 0.10% | 28q | +2.2%+$27.7K |
| Premier Path Wealth Partners, LLC | $1.3M | 25,705 | 0.15% | 10q | +16.2%+$180.9K |
| Sanctuary Advisors, LLC | $1.3M | 24,767 | 0.01% | 9q | +9.9%+$112.8K |
| Main Line Retirement Advisors, LLC | $1.2M | 23,650 | 0.55% | 3q | +1.5%+$18.1K |
| ROYAL BANK OF CANADA | $1.2M | 23,589 | 0.00% | 31q | -2.5%-$30.1K |
| MBL Wealth, LLC | $1.1M | 21,662 | 0.07% | 21q | HELD |
| Triad Wealth Partners, LLC | $1.0M | 20,912 | 0.06% | new | NEW |
| BCGM Wealth Management, LLC | $1.0M | 20,231 | 0.22% | 18q | -9.1%-$101.9K |
| GOLDMAN SACHS GROUP INC | $1.0M | 20,028 | 0.00% | 2q | -69.9%-$2.4M |
| Stratos Wealth Partners, LTD. | $978.0K | 19,366 | 0.01% | 5q | -7.9%-$83.5K |
| TITLEIST ASSET MANAGEMENT, LLC | $963.0K | 19,070 | 0.06% | 8q | +4.3%+$39.6K |
| SFG Wealth Management, LLC. | $929.1K | 18,397 | 0.33% | new | NEW |
| Skyline Advisors, Inc. | $910.5K | 18,030 | 0.29% | 11q | -0.5%-$4.8K |
| Oak Wealth Advisors LLC | $899.4K | 17,811 | 0.43% | 7q | HELD |
| Kuhn & Co Investment Counsel | $887.5K | 17,574 | 0.51% | 11q | +5.1%+$43.4K |
| FIDUCIARY FINANCIAL ADVISORS | $872.2K | 17,271 | 0.09% | new | NEW |
Showing the largest 100 of 202 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 195 | $921.9M | 18,255,733 | 20 | 87 | 46 | 0.0% |
| Q1 2026 | 187 | $891.1M | 17,734,622 | 22 | 78 | 47 | 0.0% |
| Q4 2025 | 178 | $826.2M | 16,380,994 | 17 | 80 | 53 | 0.0% |
| Q3 2025 | 170 | $908.7M | 17,972,115 | 19 | 64 | 56 | 0.0% |
| Q2 2025 | 162 | $749.9M | 14,949,339 | 16 | 68 | 45 | 0.0% |
| Q1 2025 | 158 | $567.9M | 11,354,595 | 11 | 73 | 41 | 0.0% |
| Q4 2024 | 164 | $485.9M | 9,747,925 | 20 | 52 | 41 | 0.0% |
| Q3 2024 | 137 | $416.2M | 8,242,431 | 20 | 52 | 38 | 0.0% |
| Q2 2024 | 132 | $400.0M | 8,021,693 | 14 | 53 | 36 | 0.0% |
| Q1 2024 | 125 | $424.0M | 8,488,568 | 8 | 51 | 37 | 0.0% |
| Q4 2023 | 126 | $424.0M | 8,475,152 | 13 | 43 | 37 | 0.0% |
| Q3 2023 | 118 | $358.5M | 7,322,770 | 15 | 42 | 37 | 0.0% |
| Q2 2023 | 106 | $343.9M | 6,942,333 | 8 | 43 | 29 | 0.0% |
| Q1 2023 | 109 | $357.8M | 7,189,077 | 17 | 38 | 35 | 0.0% |
| Q4 2022 | 87 | $371.5M | 7,534,457 | 16 | 27 | 29 | 0.0% |
| Q3 2022 | 101 | $442.1M | 9,047,761 | 18 | 35 | 30 | 0.0% |
| Q2 2022 | 89 | $423.5M | 8,533,840 | 21 | 31 | 26 | 0.0% |
| Q1 2022 | 82 | $394.9M | 7,825,493 | 10 | 23 | 33 | 0.0% |
| Q4 2021 | 87 | $432.1M | 8,434,880 | 13 | 30 | 21 | 0.0% |
| Q3 2021 | 77 | $330.4M | 6,441,583 | 9 | 33 | 13 | 0.0% |
| Q2 2021 | 73 | $314.5M | 6,112,546 | 9 | 29 | 18 | 0.0% |
| Q1 2021 | 72 | $266.7M | 5,190,749 | 11 | 28 | 18 | 0.0% |
| Q4 2020 | 71 | $192.2M | 3,736,388 | 7 | 24 | 15 | 0.0% |
| Q3 2020 | 59 | $165.1M | 3,202,216 | 11 | 24 | 9 | 0.0% |
| Q2 2020 | 50 | $130.4M | 2,544,839 | 6 | 19 | 11 | 0.0% |
| Q1 2020 | 51 | $122.1M | 2,493,795 | 10 | 15 | 14 | 0.0% |
| Q4 2019 | 46 | $109.3M | 2,141,340 | 5 | 22 | 5 | 0.0% |
| Q3 2019 | 42 | $105.1M | 2,057,078 | 8 | 18 | 8 | 0.0% |
| Q2 2019 | 38 | $97.5M | 1,909,300 | 6 | 16 | 8 | 0.0% |
| Q1 2019 | 39 | $87.7M | 1,717,801 | 10 | 14 | 9 | 0.0% |
| Q4 2018 | 30 | $28.8M | 578,970 | 0 | 0 | 2 | 0.0% |