SMMU — PIMCO ETF Tr Institutional Holders · Q3 2026
Who owns PIMCO ETF Tr (SMMU)? 13 institutions reported holding $89.88M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Stonebridge Financial Group, LLC ($50.5M), Biltmore Wealth Management, LLC ($21.0M), Crumly & Associates Inc. ($6.5M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Stonebridge Financial Group, LLC | $50.5M | 1.0M | Trimmed |
| 2 | Biltmore Wealth Management, LLC | $21.0M | 424,382 | Trimmed |
| 3 | Crumly & Associates Inc. | $6.5M | 131,629 | Added |
| 4 | YHB Investment Advisors, Inc. | $2.9M | 59,348 | Trimmed |
| 5 | Farther Finance Advisors, LLC | $2.2M | 45,463 | Added |
| 6 | INSPIRION WEALTH ADVISORS, LLC | $2.2M | 44,108 | Added |
| 7 | Stokes Capital Advisors, LLC | $1.9M | 37,800 | Trimmed |
| 8 | TITLEIST ASSET MANAGEMENT, LLC | $1.2M | 23,419 | Added |
| 9 | Apella Capital, LLC | $1.0M | 20,925 | Added |
| 10 | Worth Asset Management, LLC | $227,286 | 4,600 | Hold |
| 11 | Gradient Investments LLC | $211,947 | 4,290 | Trimmed |
| 12 | VALLEY WEALTH MANAGERS, INC. | $11,710 | 237 | Hold |
| 13 | GAMMA Investing LLC | $6,127 | 124 | Added |
Source: SEC Form 13F filings · as of 2026-09-30