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Pimco US Stck Actv Bond ETF (SPLS)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
WJ Interests, LLC
INCREASED
Shares130,989 from 116,032
Change+14,957 (+13%)
Value$7.2M (+$912.6K)
Filed 2026-10-14
Atria Investments, Inc
NEW
Shares100,786
Change+100,786
Value$5.5M
Filed 2026-10-15
CoreCap Advisors, LLC
INCREASED
Shares96,199 from 29
Change+96,170 (+331621%)
Value$5.3M (+$5.3M)
Filed 2026-10-08
Heritage OAK Wealth Advisors LLC
NEW
Shares71,078
Change+71,078
Value$3.9M
Filed 2026-10-14
Lloyd Advisory Services, Llc.
DECREASED
Shares27,991 from 28,745
Change-754 (-3%)
Value$1.5M (-$19.4K)
Filed 2026-11-02
Virtue Capital Management, LLC
NEW
Shares19,827
Change+19,827
Value$1.1M
Filed 2026-10-29
United Advisor Group, LLC
NEW
Shares18,412
Change+18,412
Value$1.0M
Filed 2026-11-03
Swmg, LLC
NEW
Shares16,623
Change+16,623
Value$910.8K
Filed 2026-10-23
Global View Capital Management LLC
NEW
Shares14,119
Change+14,119
Value$777.1K
Filed 2026-10-28
Mid-American Wealth Advisory Group, Inc.
INCREASED
Shares13,923 from 11,476
Change+2,447 (+21%)
Value$766.3K (+$143.5K)
Filed 2026-10-21
Bank of New York Mellon Corp
NEW
Shares11,256
Change+11,256
Value$619.5K
Filed 2026-11-05
Fulcrum Equity Management
NEW
Shares9,579
Change+9,579
Value$527.2K
Filed 2026-10-21
Elevated Capital Advisors, LLC
INCREASED
Shares9,240 from 4,382
Change+4,858 (+111%)
Value$508.6K (+$270.8K)
Filed 2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares8,850 from 4,650
Change+4,200 (+90%)
Value$493.3K (+$239.0K)
Filed 2026-10-13
Balefire, LLC
NEW
Shares8,787
Change+8,787
Value$483.6K
Filed 2026-10-09
B.O.S.S. Retirement Advisors, LLC
DECREASED
Shares8,530 from 9,206
Change-676 (-7%)
Value$469.5K (-$30.1K)
Filed 2026-10-26
Howard Bailey Securities, LLC
DECREASED
Shares8,164 from 8,658
Change-494 (-6%)
Value$449.4K (-$20.5K)
Filed 2026-10-27
Legacy Wealth Partners, LLC
NEW
Shares8,090
Change+8,090
Value$445.3K
Filed 2026-10-15
Hutchens & Kramer Investment Management Group, LLC
NEW
Shares6,432
Change+6,432
Value$354.0K
Filed 2026-10-16
Concurrent Investment Advisors, LLC
NEW
Shares5,930
Change+5,930
Value$326.4K
Filed 2026-10-16
Kingswood Wealth Advisors, LLC
NEW
Shares5,749
Change+5,749
Value$316.4K
Filed 2026-10-23
Encompass More Asset Management
NEW
Shares4,376
Change+4,376
Value$240.9K
Filed 2026-10-16
Great Lakes Retirement, Inc.
DECREASED
Shares4,223 from 4,591
Change-368 (-8%)
Value$232.4K (-$16.7K)
Filed 2026-10-26
Integrated Wealth Management
DECREASED
Shares3,939 from 4,061
Change-122 (-3%)
Value$216.8K (-$3.6K)
Filed 2026-10-19
Tounjian Advisory Partners, LLC
DECREASED
Shares2,933 from 3,123
Change-190 (-6%)
Value$161.4K (-$8.1K)
Filed 2026-11-04
Ashton Thomas Private Wealth, LLC
NEW
Shares2,912
Change+2,912
Value$160.3K
Filed 2026-11-03
Kingdom Financial Group Llc.
DECREASED
Shares1,497 from 1,568
Change-71 (-5%)
Value$82.4K (-$2.7K)
Filed 2026-11-04
IFP Advisors, Inc
NEW
Shares1,249
Change+1,249
Value$68.7K
Filed 2026-10-16
Montgomery Financial Services LLC
DECREASED
Shares1,000 from 1,089
Change-89 (-8%)
Value$55.0K (-$4.1K)
Filed 2026-11-03
Networth Advisors, LLC
INCREASED
Shares377 from 362
Change+15 (+4%)
Value$20.8K (+$1.1K)
Filed 2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED
Shares119 from 119
Change0 (0%)
Value$6.6K (+$92)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
NEW
Shares86
Change+86
Value$4.7K
Filed 2026-11-04
Decker Retirement Planning Inc.
UNCHANGED
Shares86 from 86
Change0 (0%)
Value$4.7K (+$66)
Filed 2026-10-19
Parkside Financial Bank & Trust
UNCHANGED
Shares19 from 19
Change0 (0%)
Value$1.0K (+$18)
Filed 2026-10-27
AE Wealth Management LLC
N/A
Shares— from 92,505
Change-92,505 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 64,311
Change-64,311 (-100%)
Value—
Delta Investment Management, LLC
N/A
Shares— from 33,777
Change-33,777 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 9,094
Change-9,094 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 7,414
Change-7,414 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,695
Change-1,695 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 1,222
Change-1,222 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 855
Change-855 (-100%)
Value—
Allianz Asset Management GmbH
N/A
Shares— from 76
Change-76 (-100%)
Value—
Status
WJ Interests, LLC
INCREASED130,989116,032+14,957+13%$6.3M$7.2M+$912.6K2026-10-14
Atria Investments, Inc
NEW100,786—+100,786——$5.5M—2026-10-15
CoreCap Advisors, LLC
INCREASED96,19929+96,170+331621%$1.6K$5.3M+$5.3M2026-10-08
Heritage OAK Wealth Advisors LLC
NEW71,078—+71,078——$3.9M—2026-10-14
Lloyd Advisory Services, Llc.
DECREASED27,99128,745-754-3%$1.6M$1.5M-$19.4K2026-11-02
Virtue Capital Management, LLC
NEW19,827—+19,827——$1.1M—2026-10-29
United Advisor Group, LLC
NEW18,412—+18,412——$1.0M—2026-11-03
Swmg, LLC
NEW16,623—+16,623——$910.8K—2026-10-23
Global View Capital Management LLC
NEW14,119—+14,119——$777.1K—2026-10-28
Mid-American Wealth Advisory Group, Inc.
INCREASED13,92311,476+2,447+21%$622.8K$766.3K+$143.5K2026-10-21
Bank of New York Mellon Corp
NEW11,256—+11,256——$619.5K—2026-11-05
Fulcrum Equity Management
NEW9,579—+9,579——$527.2K—2026-10-21
Elevated Capital Advisors, LLC
INCREASED9,2404,382+4,858+111%$237.8K$508.6K+$270.8K2026-11-04
Wealth Enhancement Advisory Services, LLC
INCREASED8,8504,650+4,200+90%$254.4K$493.3K+$239.0K2026-10-13
Balefire, LLC
NEW8,787—+8,787——$483.6K—2026-10-09
B.O.S.S. Retirement Advisors, LLC
DECREASED8,5309,206-676-7%$499.6K$469.5K-$30.1K2026-10-26
Howard Bailey Securities, LLC
DECREASED8,1648,658-494-6%$469.9K$449.4K-$20.5K2026-10-27
Legacy Wealth Partners, LLC
NEW8,090—+8,090——$445.3K—2026-10-15
Hutchens & Kramer Investment Management Group, LLC
NEW6,432—+6,432——$354.0K—2026-10-16
Concurrent Investment Advisors, LLC
NEW5,930—+5,930——$326.4K—2026-10-16
Kingswood Wealth Advisors, LLC
NEW5,749—+5,749——$316.4K—2026-10-23
Encompass More Asset Management
NEW4,376—+4,376——$240.9K—2026-10-16
Great Lakes Retirement, Inc.
DECREASED4,2234,591-368-8%$249.2K$232.4K-$16.7K2026-10-26
Integrated Wealth Management
DECREASED3,9394,061-122-3%$220.4K$216.8K-$3.6K2026-10-19
Tounjian Advisory Partners, LLC
DECREASED2,9333,123-190-6%$169.5K$161.4K-$8.1K2026-11-04
Ashton Thomas Private Wealth, LLC
NEW2,912—+2,912——$160.3K—2026-11-03
Kingdom Financial Group Llc.
DECREASED1,4971,568-71-5%$85.1K$82.4K-$2.7K2026-11-04
IFP Advisors, Inc
NEW1,249—+1,249——$68.7K—2026-10-16
Montgomery Financial Services LLC
DECREASED1,0001,089-89-8%$59.1K$55.0K-$4.1K2026-11-03
Networth Advisors, LLC
INCREASED377362+15+4%$19.6K$20.8K+$1.1K2026-11-03
Quest 10 Wealth Builders, Inc.
UNCHANGED11911900%$6.5K$6.6K+$922026-11-02
EverSource Wealth Advisors, LLC
NEW86—+86——$4.7K—2026-11-04
Decker Retirement Planning Inc.
UNCHANGED868600%$4.7K$4.7K+$662026-10-19
Parkside Financial Bank & Trust
UNCHANGED191900%$1.0K$1.0K+$182026-10-27
AE Wealth Management LLC
N/A—92,505-92,505-100%$5.0M———
Citadel Advisors LLC
N/A—64,311-64,311-100%$3.5M———
Delta Investment Management, LLC
N/A—33,777-33,777-100%$1.8M———
Envestnet Asset Management Inc
N/A—9,094-9,094-100%$493.5K———
MML Investors Services, LLC
N/A—7,414-7,414-100%$402.4K———
UBS Group AG
N/A—1,695-1,695-100%$92.0K———
BFC Planning, Inc.
N/A—1,222-1,222-100%$66.3K———
IFG Advisory, LLC
N/A—855-855-100%$46.4K———
Allianz Asset Management GmbH
N/A—76-76-100%$4.1K———
Showing 43 of 43 institutions