Who owns SPLS?
PIMCO US Stocks PLUS Active Bond Exchange Traded Fund · PIMCO
24 institutions reported holding SPLS, worth $22.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SPLS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| WJ Interests, LLC | Sugar Land, TX | $6.3M | 116,032 | New position |
| AE Wealth Management LLC | Topeka, KS | $5.0M | 92,505 | −1,151 shares |
| Citadel Advisors LLC | Miami, FL | $3.5M | 64,311 | −378,606 shares |
| Delta Investment Management, LLC | San Francisco, CA | $1.8M | 33,777 | −1,947 shares |
| Lloyd Advisory Services, LLC. | Suwanee, GA | $1.6M | 28,745 | +27,044 shares |
| Mid-American Wealth Advisory Group, Inc. | Kansas City, MO | $623K | 11,476 | New position |
| B.O.S.S. Retirement Advisors, LLC | Lehi, UT | $500K | 9,206 | −366 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $494K | 9,094 | New position |
| Howard Bailey Securities, LLC | Fort Wayne, IN | $470K | 8,658 | −275 shares |
| MML Investors Services, LLC | Springfield, MA | $402K | 7,414 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SPLS?
24 institutional managers reported holding SPLS in Form 13F filings for June 30, 2026, worth $22.1M in total. The largest reported position was held by WJ Interests, LLC, at $6.3M.
Did institutions buy or sell SPLS last quarter?
Reported 13F value fell 23.7% from March 31, 2026, which includes price moves as well as buying and selling. 13 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SPLS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.