We are live on ! Find out more
SMMU icon

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$101M -$4.78M -97,380 -5%
Carson Wealth (CWM LLC)
2
Carson Wealth (CWM LLC)
Nebraska
$61.2M -$12.3M -250,229 -17%
Jane Street
3
Jane Street
New York
$44.8M +$21.9M +447,232 +97%
Morgan Stanley
4
Morgan Stanley
New York
$23.5M -$6.46M -131,574 -22%
Cerity Partners
5
Cerity Partners
New York
$18M +$594K +12,100 +3%
OIA
6
OneDigital Investment Advisors
Kansas
$15.1M -$6.25M -127,322 -29%
CCM
7
Condor Capital Management
New Jersey
$13.1M -$1.8M -36,786 -12%
Osaic Holdings
8
Osaic Holdings
Arizona
$11.5M -$1.31M -26,785 -10%
HighTower Advisors
9
HighTower Advisors
Illinois
$11.3M +$10.2M +207,061 +894%
Wells Fargo
10
Wells Fargo
California
$10.2M -$990K -20,167 -9%
CA
11
Cetera Advisors
Colorado
$9.7M +$5.44M +110,887 +129%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$8.84M +$8.79M +179,245 New
SW
13
Signify Wealth
Missouri
$7.63M +$494K +10,074 +7%
KCM
14
Kathmere Capital Management
Pennsylvania
$7.15M +$1.73M +35,210 +32%
CWM
15
CarsonAllaria Wealth Management
Illinois
$6.25M -$1.72M -35,052 -22%
WFA
16
Websterrogers Financial Advisors
South Carolina
$6.13M -$297K -6,060 -5%
RMDI
17
R.M. Davis Inc
Maine
$5.84M +$4.91K +100 +0.1%
TCM
18
TD Capital Management
Tennessee
$5.77M -$505K -10,295 -8%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$5.03M -$377K -7,677 -7%
LPL Financial
20
LPL Financial
California
$4.72M +$348K +7,101 +8%
Stifel Financial
21
Stifel Financial
Missouri
$4.51M +$222K +4,518 +5%
Truist Financial
22
Truist Financial
North Carolina
$4.33M +$454K +9,247 +12%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.25M +$342K +6,977 +9%
AWA
24
Amplius Wealth Advisors
Pennsylvania
$3.95M +$3.93M +80,077 New
MW
25
MBL Wealth
North Carolina
$3.52M +$599K +12,215 +21%
1
2 3 4 5