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Pimco US Stck Actv Bond ETF (SPLS)

CUSIP: 72201R551 | NYSE | 43 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

WJ Interests, LLC130,989
2.6% of portfolio›$7.2M
Atria Investments, Inc100,786
0.1% of portfolio›$5.5M
CoreCap Advisors, LLC96,199
0.2% of portfolio›$5.3M
Heritage OAK Wealth Advisors LLC71,078
1.2% of portfolio›$3.9M
Lloyd Advisory Services, Llc.27,991
0.6% of portfolio›$1.5M
Virtue Capital Management, LLC19,827
0.1% of portfolio›$1.1M
United Advisor Group, LLC18,412
0.1% of portfolio›$1.0M
Swmg, LLC16,623
0.2% of portfolio›$910.8K
Global View Capital Management LLC14,119
0.2% of portfolio›$777.1K
Mid-American Wealth Advisory Group, Inc.13,923
0.3% of portfolio›$766.3K
Bank of New York Mellon Corp11,256
0.0% of portfolio›$619.5K
Fulcrum Equity Management9,579
0.4% of portfolio›$527.2K
Elevated Capital Advisors, LLC9,240
0.2% of portfolio›$508.6K
Wealth Enhancement Advisory Services, LLC8,850
0.0% of portfolio›$493.3K
Balefire, LLC8,787
0.1% of portfolio›$483.6K
B.O.S.S. Retirement Advisors, LLC8,530
0.1% of portfolio›$469.5K
Howard Bailey Securities, LLC8,164
0.2% of portfolio›$449.4K
Legacy Wealth Partners, LLC8,090
0.1% of portfolio›$445.3K
Hutchens & Kramer Investment Management Group, LLC6,432
0.1% of portfolio›$354.0K
Concurrent Investment Advisors, LLC5,930
0.0% of portfolio›$326.4K
Kingswood Wealth Advisors, LLC5,749
0.0% of portfolio›$316.4K
Encompass More Asset Management4,376
0.0% of portfolio›$240.9K
Great Lakes Retirement, Inc.4,223
0.0% of portfolio›$232.4K
Integrated Wealth Management3,939
0.2% of portfolio›$216.8K
Tounjian Advisory Partners, LLC2,933
0.1% of portfolio›$161.4K
Ashton Thomas Private Wealth, LLC2,912
0.0% of portfolio›$160.3K
Kingdom Financial Group Llc.1,497
0.0% of portfolio›$82.4K
IFP Advisors, Inc1,249
0.0% of portfolio›$68.7K
Montgomery Financial Services LLC1,000
0.0% of portfolio›$55.0K
Networth Advisors, LLC377
0.0% of portfolio›$20.8K
Quest 10 Wealth Builders, Inc.119
0.0% of portfolio›$6.6K
Decker Retirement Planning Inc.86
0.0% of portfolio›$4.7K
EverSource Wealth Advisors, LLC86
0.0% of portfolio›$4.7K
Parkside Financial Bank & Trust19
0.0% of portfolio›$1.0K
StyleTurnoverLocationFiled
WJ Interests, LLC
130,989$7.2M2.6%ETFLowSugar Land, TX2026-10-14
Atria Investments, Inc
100,786$5.5M0.1%CoreMediumCharlotte, NC2026-10-15
CoreCap Advisors, LLC
96,199$5.3M0.2%ETFMediumSouthfield, MI2026-10-08
Heritage OAK Wealth Advisors LLC
71,078$3.9M1.2%ValueHighSanta Rosa Beach, FL2026-10-14
Lloyd Advisory Services, Llc.
27,991$1.5M0.6%ETFVery HighSuwanee, GA2026-11-02
Virtue Capital Management, LLC
19,827$1.1M0.1%GrowthHighBrentwood, TN2026-10-29
United Advisor Group, LLC
18,412$1.0M0.1%ETFLowCincinnati, OH2026-11-03
Swmg, LLC
16,623$910.8K0.2%ETFMediumFort Worth, TX2026-10-23
Global View Capital Management LLC
14,119$777.1K0.2%ETFHighWaukesha, WI2026-10-28
Mid-American Wealth Advisory Group, Inc.
13,923$766.3K0.3%ETFMediumKansas City, MO2026-10-21
Bank of New York Mellon Corp
11,256$619.5K0.0%CoreLowNew York, NY2026-11-05
Fulcrum Equity Management
9,579$527.2K0.4%GrowthHighPlano, TX2026-10-21
Elevated Capital Advisors, LLC
9,240$508.6K0.2%ETFMediumSandy, UT2026-11-04
Wealth Enhancement Advisory Services, LLC
8,850$493.3K0.0%CoreLowPlymouth, MN2026-10-13
Balefire, LLC
8,787$483.6K0.1%ETFMediumDallas, TX2026-10-09
B.O.S.S. Retirement Advisors, LLC
8,530$469.5K0.1%ETFMediumLehi, UT2026-10-26
Howard Bailey Securities, LLC
8,164$449.4K0.2%ETFMediumFort Wayne, IN2026-10-27
Legacy Wealth Partners, LLC
8,090$445.3K0.1%ETFHighLakewood, CO2026-10-15
Hutchens & Kramer Investment Management Group, LLC
6,432$354.0K0.1%ETFLowIndianapolis, IN2026-10-16
Concurrent Investment Advisors, LLC
5,930$326.4K0.0%GrowthMediumTampa, FL2026-10-16
Kingswood Wealth Advisors, LLC
5,749$316.4K0.0%GrowthLowSan Diego, CA2026-10-23
Encompass More Asset Management
4,376$240.9K0.0%ETFHighDanville, CA2026-10-16
Great Lakes Retirement, Inc.
4,223$232.4K0.0%GrowthLowSandusky, OH2026-10-26
Integrated Wealth Management
3,939$216.8K0.2%ETFHighUniontown, OH2026-10-19
Tounjian Advisory Partners, LLC
2,933$161.4K0.1%GrowthHighFort Myers, FL2026-11-04
Ashton Thomas Private Wealth, LLC
2,912$160.3K0.0%CoreMediumScottsdale, AZ2026-11-03
Kingdom Financial Group Llc.
1,497$82.4K0.0%ETFMediumPeoria, AZ2026-11-04
IFP Advisors, Inc
1,249$68.7K0.0%GrowthLowTampa, FL2026-10-16
Montgomery Financial Services LLC
1,000$55.0K0.0%ETFN/AOcean City, MD2026-11-03
Networth Advisors, LLC
377$20.8K0.0%ETFMediumCanonsburg, PA2026-11-03
Quest 10 Wealth Builders, Inc.
119$6.6K0.0%ETFLowFuquay-Varina, VA2026-11-02
Decker Retirement Planning Inc.
86$4.7K0.0%Agg GrowthVery HighLevi, UT2026-10-19
EverSource Wealth Advisors, LLC
86$4.7K0.0%CoreMediumBirmingham, AL2026-11-04
Parkside Financial Bank & Trust
19$1.0K0.0%CoreVery LowSaint Louis, MO2026-10-27