SMMU

Pimco SHRT TRM Muni BND ETF$50.37 0.08%
UnclassifiedUSCUSIP 72201R874· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
90
+2 QoQ
13F Value (tracked)
$589.4M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)17 adding · 13 trimming
Insider net (180d)$0

Price & smart-money activity

$50.37 0.08%5Y -2.2%
$48.34$49.20$50.06$50.92$51.78202120222023202420252026836585688877891079778991551110179139129179191722131714
Hover for who · click for detailEnd-of-day closing prices52w $49.93 – $50.89
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Ask your agent who owns SMMU

This stock page is the Follow view. The Build view lets your agent query SMMU owners, fund changes, insider filings, and source links through REST or MCP.

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curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/SMMU"
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Use Arkolith to show who owns SMMU,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

90 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1MORGAN STANLEY
$166.0M
3.3M
+13%
Added · +367K sh
Q1 2026
2BANK OF AMERICA CORP /DE/
$58.4M
1.2M
+5.9%
Added · +65K sh
Q1 2026
3CWM, LLC
$40.2M
796K
+12%
Added · +85K sh
Q1 2026
4Cetera Investment Advisers
$32.3M
640K
−8.0%
Reduced · −56K sh
Q1 2026
5JPMORGAN CHASE & CO
$32.1M
636K
−23%
Reduced · −191K sh
Q1 2026
6LPL Financial LLC
$27.7M
549K
+8.8%
Added · +44K sh
Q1 2026
7WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$25.1M
497K
−31%
Reduced · −227K sh
Q1 2026
8OSAIC HOLDINGS, INC.
$19.7M
390K
+23%
Added · +73K sh
Q1 2026
9RAYMOND JAMES FINANCIAL INC
$16.0M
318K
+6.1%
Added · +18K sh
Q1 2026
10WELLS FARGO & COMPANY/MN
$14.0M
277K
+4.7%
Added · +12K sh
Q1 2026
11SAGESPRING WEALTH PARTNERS, LLC
$13.4M
267K
−44%
Reduced · −206K sh
Q1 2026
12STIFEL FINANCIAL CORP
$8.9M
177K
+18%
Added · +27K sh
Q1 2026
13Gateway Wealth Partners, LLC
$8.8M
174K
+125%
Added · +96K sh
Q1 2026
14Capital Asset Advisory Services LLC
$8.5M
169K
+16%
Added · +23K sh
Q1 2026
15Vise Technologies, Inc.
$7.4M
148K
Held
Q1 2026
16Quotient Wealth Partners, LLC
$6.7M
134K
−2.9%
Reduced · −4K sh
Q1 2026
17Integrated Wealth Concepts LLC
$6.7M
133K
+398%
Added · +106K sh
Q1 2026
18Allworth Financial LP
$6.7M
133K
+8.5%
Added · +10K sh
Q1 2026
19HighPoint Advisor Group LLC
$6.6M
131K
−0.5%
Reduced · −628 sh
Q1 2026
20ENVESTNET ASSET MANAGEMENT INC
$5.7M
113K
+21%
Added · +19K sh
Q1 2026
21MAI Capital Management
$5.0M
99K
+2.1%
Added · +2K sh
Q1 2026
22NewEdge Advisors, LLC
$4.6M
92K
+7.0%
Added · +6K sh
Q1 2026
23GOLDMAN SACHS GROUP INC
$3.4M
67K
New
+67K sh
Q1 2026
24COMMONWEALTH EQUITY SERVICES, LLC
$2.9M
58K
+3.6%
Added · +2K sh
Q1 2026
25Bank of New York Mellon Corp
$2.9M
58K
New
+58K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
2
funds
Added
15
funds
Reduced
13
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

90 funds+52 since Q2 2022
04590Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $589.4M

Share classes

Class13F holdersValue held
MINTcs285 funds$9.7B
PYLDmc238 funds$7.4B
BONDmc223 funds$4.6B
MUNIcs186 funds$1.6B
HYSmc122 funds$633.1M
CORPmc111 funds$1.1B
LDURmc106 funds$986.7M
SMMUthis pagecs90 funds$589.4M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own SMMU also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA59 funds$17.9B
MICROSOFT CORPMSFT59 funds$14.3B
BROADCOM INCAVGO59 funds$6.8B
JPMORGAN CHASE & COJPM59 funds$6.8B
ALPHABET INC-CL CGOOG59 funds$6.3B
VANGUARD VALUE ETFVTV59 funds$4.2B
EXXON MOBIL CORPXOM59 funds$3.9B
COSTCO WHOLESALE CORPCOST59 funds$3.8B
JOHNSON & JOHNSONJNJ59 funds$3.8B
VISA INC-CLASS A SHARESV59 funds$3.7B
ELI LILLY & COLLY59 funds$3.7B
TESLA INCTSLA59 funds$3.6B

Ranked by how many of SMMU's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SMMU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.