Who Owns PIMCO (SMMU)? -- Institutional Holders (2026-06-30)

216 institutions reported holding $925.4M of PIMCO (SMMU) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($180.4M), CAPTRUST FINANCIAL ADVISORS ($69.2M), BANK OF AMERICA CORP /DE/ ($64.8M), Stonebridge Financial Group, LLC ($53.1M), Cetera Investment Advisers ($30.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1MORGAN STANLEY$180.4M3.6MAdded
2CAPTRUST FINANCIAL ADVISORS$69.2M1.4MAdded
3BANK OF AMERICA CORP /DE/$64.8M1.3MAdded
4Stonebridge Financial Group, LLC$53.1M1.1MTrimmed
5Cetera Investment Advisers$30.9M612,120Trimmed
6JPMORGAN CHASE & CO$30.6M606,473Trimmed
7LPL Financial LLC$30.3M599,248Added
8WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$25.0M495,505Trimmed
9RAYMOND JAMES FINANCIAL INC$21.6M427,458Added
10Biltmore Wealth Management, LLC$21.4M424,580Added
11John A. Wolfe & Associates, Inc.$20.4M403,445Added
12OSAIC HOLDINGS, INC.$20.3M402,335Added
13TD Capital Management LLC$20.3M401,878Trimmed
14WELLS FARGO & COMPANY/MN$19.2M380,329Added
15CONDOR CAPITAL MANAGEMENT$13.6M268,866Added
16STIFEL FINANCIAL CORP$11.8M233,000Added
17SAGESPRING WEALTH PARTNERS, LLC$10.5M207,752Trimmed
18Kelman-Lazarov, Inc.$8.7M172,326Added
19AXXCESS WEALTH MANAGEMENT, LLC$8.7M172,039New
20WEBSTERROGERS FINANCIAL ADVISORS, LLC$8.2M161,569Added
21Vise Technologies, Inc.$7.9M157,391Added
22Capital Asset Advisory Services LLC$7.9M157,016Trimmed
23Odyssey Group, LLC$7.5M149,344New
24Integrated Wealth Concepts LLC$7.2M142,007Added
25Quotient Wealth Partners, LLC$7.0M139,502Added

Source: SEC Form 13F filings · as of 2026-06-30