Public ownership evidence

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund (SMMU) Ownership Disclosures

Read SMMU insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MERCER GLOBAL ADVISORS INC /ADV
Report period
2026-06-30
Available
2026-08-20
Reported shares
18,477
Value (USD)
$933,089
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0000853758-26-000016
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SMMU fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SMMU fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2018,477$933,089None
Equitable Holdings, Inc.2026-06-302026-08-1842,892$2,166,048None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-182,832$143,000None
Odyssey Group, LLC2026-06-302026-08-15149,344$7,541,873None
FWL INVESTMENT MANAGEMENT, LLC2026-06-302026-08-15146$7,373None
Advyzon Investment Management, LLC2026-06-302026-08-1510,000$505,000None
Advyzon Investment Management, LLC2026-06-302026-08-15116$5,858None
Milestone Investment Advisors LLC2026-06-302026-08-1566,000$3,333,001None
Capital Asset Advisory Services LLC2026-06-302026-08-15157,016$7,929,313None
WCG Wealth Advisors LLC2026-06-302026-08-1510,031$506,583None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,712$187,456None
OSAIC HOLDINGS, INC.2026-06-302026-08-15250,511$12,650,793None
OSAIC HOLDINGS, INC.2026-06-302026-08-15148,112$7,480,022None
Orion Porfolio Solutions, LLC2026-06-302026-08-154,530$228,765None
OLD MISSION CAPITAL LLC2026-06-302026-08-155,821$293,960None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,686$85,143None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15495$25,019None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15336$16,968None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1510,036$506,817None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,637$82,661None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15388$19,611None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,693$135,972None
Waverly Advisors, LLC2026-06-302026-08-1561,587$3,110,130None
&PARTNERS2026-06-302026-08-156,879$347,390None
Allianz Asset Management GmbH2026-06-302026-08-15268$13,534None
Thrivent Financial for Lutherans2026-06-302026-08-1520,898$1,055,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1566,901$3,379,839None
Ausdal Financial Partners, Inc.2026-06-302026-08-154,270$215,651None
MAI Capital Management2026-06-302026-08-15104,708$5,287,733None
Cerity Partners LLC2026-06-302026-08-1548,442$2,446,304None
Vestmark Advisory Solutions, Inc.2026-06-302026-08-1527,238$1,375,511None
ROYAL BANK OF CANADA2026-06-302026-08-1523,589$1,191,000None
CITADEL ADVISORS LLC2026-06-302026-08-1529,333$1,481,317None
Hyundai Investments Co., Ltd.2026-06-302026-08-1512,324$622,732None
NATIXIS ADVISORS, LLC2026-06-302026-08-1518,644$941,000None
DAVIS R M INC2026-06-302026-08-1543,341$2,188,721None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1520,028$1,011,414None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1538,501$1,944,301None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-1599,601$5,029,834None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-15289,356$14,612,465None
WELLS FARGO & COMPANY/MN2026-06-302026-08-15281,243$14,202,785None
WELLS FARGO & COMPANY/MN2026-06-302026-08-1599,086$5,003,858None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15812,307$41,021,504None
BANK OF AMERICA CORP /DE/2026-06-302026-08-15413,209$20,867,064None
BANK OF AMERICA CORP /DE/2026-06-302026-08-1556,849$2,870,874None
Pathstone Holdings, LLC2026-06-302026-08-1417,146$865,873None
Visionary Wealth Advisors2026-06-302026-08-1411,347$573,024None
Sanctuary Advisors, LLC2026-06-302026-08-1424,767$1,250,734None
CreativeOne Wealth, LLC2026-06-302026-08-1410,881$549,504None
Rockefeller Capital Management L.P.2026-06-302026-08-1433,895$1,711,733None

90-day public filing window, up to 50 source positions.

MERCER GLOBAL ADVISORS INC /ADV ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗Odyssey Group, LLC ↗FWL INVESTMENT MANAGEMENT, LLC ↗Advyzon Investment Management, LLC ↗Advyzon Investment Management, LLC ↗Milestone Investment Advisors LLC ↗Capital Asset Advisory Services LLC ↗WCG Wealth Advisors LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.