SMMU · Insider trading · 13F holders · Congress trades
Pimco (SMMU)
Who is buying and selling SMMU: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 37
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SMMU at a glance
- No open-market insider purchases or sales of SMMU were filed in the last 90 days.
- 37 13F filers hold SMMU among their 50 largest positions, worth $212.8M combined. The biggest bets by portfolio weight are John A. Wolfe & Associates, Inc. (28.1%), Biltmore Wealth Management, LLC (6.5%) and Stonebridge Financial Group, LLC (3.7%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
- No member of Congress has disclosed a trade in SMMU.
SMMU insider trading
No open-market insider purchases or sales of SMMU were filed in the last 90 days.
Who owns SMMU? Hedge funds and superinvestors
37 13F filers hold SMMU among their 50 largest positions, worth $212.8M combined. The biggest bets by portfolio weight are John A. Wolfe & Associates, Inc. (28.1%), Biltmore Wealth Management, LLC (6.5%) and Stonebridge Financial Group, LLC (3.7%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Stonebridge Financial Group, LLCInstitutional asset manager | 3.7% | $50.5M | 1,022,741 | -2.7% shares | Q3 2026 |
| Biltmore Wealth Management, LLCWealth manager | 6.5% | $21.0M | 424,382 | -0.0% shares | Q3 2026 |
| John A. Wolfe & Associates, Inc.Wealth manager | 28.1% | $20.4M | 403,445 | +11.4% shares | Q2 2026 |
| TD Capital Management LLCWealth manager | 1.7% | $20.3M | 401,878 | -0.2% shares | Q2 2026 |
| Condor Capital ManagementWealth manager | 1.0% | $13.6M | 268,866 | +0.2% shares | Q2 2026 |
| Kelman-Lazarov, Inc.Wealth manager | 1.1% | $8.7M | 172,326 | +7.0% shares | Q2 2026 |
| Websterrogers Financial Advisors, LLCWealth manager | 2.1% | $8.2M | 161,569 | +0.4% shares | Q2 2026 |
| Odyssey Group, LLCWealth manager | 2.0% | $7.5M | 149,344 | — | Q2 2026 |
| Quotient Wealth Partners, LLCWealth manager | 0.2% | $7.0M | 139,502 | +4.3% shares | Q2 2026 |
| Crumly & Associates Inc.Wealth manager | 1.2% | $6.5M | 131,629 | +5.9% shares | Q3 2026 |
| Optimus Capital Advisors, LLCWealth manager | 3.0% | $5.5M | 109,261 | +5.7% shares | Q2 2026 |
| Mbm Wealth Consultants, LLCWealth manager | 0.9% | $5.0M | 100,189 | +8.8% shares | Q3 2026 |
| ABLE Financial Group, LLCWealth manager | 0.7% | $4.7M | 94,835 | +22.8% shares | Q3 2026 |
| CarsonAllaria Wealth Management, Ltd.Wealth manager | 1.7% | $3.8M | 75,773 | -20.1% shares | Q2 2026 |
| Milestone Investment Advisors LLCWealth manager | 0.7% | $3.3M | 66,000 | +0.3% shares | Q2 2026 |
| Sittner & Nelson, LLCWealth manager | 1.0% | $3.0M | 60,118 | -28.0% shares | Q2 2026 |
| Peoples Bank /ohBank & trust | 1.4% | $3.0M | 61,034 | — | Q3 2026 |
| Inspirion Wealth Advisors, LLCWealth manager | 0.2% | $2.2M | 44,108 | +4.7% shares | Q3 2026 |
| Rockport Wealth LLCWealth manager | 0.3% | $1.7M | 34,470 | +104.9% shares | Q2 2026 |
| LifeWealth Investments, LLCWealth manager | 0.5% | $1.7M | 35,056 | +0.0% shares | Q3 2026 |
| Smith Partners Wealth Management, LLCWealth manager | 1.3% | $1.7M | 32,712 | +57.5% shares | Q2 2026 |
| Lakeridge Wealth Management LLCWealth manager | 0.6% | $1.6M | 31,610 | +0.0% shares | Q2 2026 |
| StoneCrest Wealth Management, Inc.Wealth manager | 0.4% | $1.3M | 26,707 | +0.0% shares | Q2 2026 |
| Ehrlich Financial GroupWealth manager | 0.7% | $1.3M | 26,940 | +0.1% shares | Q3 2026 |
| Main Line Retirement Advisors, LLCWealth manager | 0.5% | $1.2M | 23,562 | -0.4% shares | Q3 2026 |
| Skyline Advisors, Inc.Wealth manager | 0.3% | $911K | 18,030 | -0.5% shares | Q2 2026 |
| Oak Wealth Advisors LLCWealth manager | 0.4% | $899K | 17,811 | +0.1% shares | Q2 2026 |
| Summit Financial Consulting LLCWealth manager | 0.6% | $815K | 16,488 | +4.3% shares | Q3 2026 |
| Stage Harbor Financial, LLCWealth manager | 0.5% | $800K | 15,850 | — | Q2 2026 |
| Sierra Ocean, LLCWealth manager | 0.5% | $706K | 13,984 | -1.1% shares | Q2 2026 |
The 30 largest of 37 positions, by value. Each manager counts with its latest 13F (Q3 2026: 15, Q2 2026: 22). Screen SMMU in the grand portfolio →
SMMU stock trades by members of Congress
No member of Congress has disclosed a trade in SMMU.
SMMU questions and answers
Are insiders buying SMMU stock?
No open-market insider purchases or sales of SMMU were filed in the last 90 days.
Which hedge funds own SMMU?
37 13F filers hold SMMU among their 50 largest positions, worth $212.8M combined. The biggest bets by portfolio weight are John A. Wolfe & Associates, Inc. (28.1%), Biltmore Wealth Management, LLC (6.5%) and Stonebridge Financial Group, LLC (3.7%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
Has Congress traded SMMU?
No member of Congress has disclosed a trade in SMMU.
Who is the largest holder of SMMU?
Among 13F filers, Stonebridge Financial Group, LLC reports the largest SMMU position, $50.5M (1,022,741 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is John A. Wolfe & Associates, Inc.'s: 28.1% of its portfolio.
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