Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / SHTRM MUN BD ACT
-
Number of holders
-
123
-
Total 13F shares, excl. options
-
8.04M
-
Shares change
-
-423K
-
Total reported value, excl. options
-
$398M
-
Value change
-
-$21M
-
Number of buys
-
58
-
Number of sells
-
-51
-
Price
-
$49.53
Significant Holders of PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) as of Q2 2023
136 filings reported holding SMMU - PIMCO ETF TR - SHTRM MUN BD ACT as of Q2 2023.
PIMCO ETF TR - SHTRM MUN BD ACT (SMMU) has 123 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.04M shares
.
Largest 10 shareholders include BANK OF AMERICA CORP /DE/ (1.41M shares), CWM, LLC (966K shares), MORGAN STANLEY (493K shares), Biltmore Wealth Management, LLC (345K shares), OneDigital Investment Advisors LLC (249K shares), Cerity Partners LLC (248K shares), Cetera Advisors LLC (242K shares), CAPTRUST FINANCIAL ADVISORS (240K shares), WELLS FARGO & COMPANY/MN (239K shares), and CONDOR CAPITAL MANAGEMENT (233K shares).
This table shows the top 123 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.