SPLS Institutional Ownership & Shareholders
PIMCO US STCK ACTV BOND ETF (SPLS) is currently held by 39 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $40.00M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Wj Interests, Llc is currently the largest disclosed institutional shareholder of SPLS tracked by InsiderSet, reporting ownership valued at approximately $7.21M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $7.09M, representing an estimated loss of -1.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed SPLS value among the investors covered in this analysis. Major shareholders include Wj Interests, Llc, Atria Investments, Inc, Corecap Advisors, Llc, and several other long-term asset managers with concentrated positions in PIMCO US STCK ACTV BOND ETF (SPLS).
This page ranks the largest institutional SPLS shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
39
Total Reported Value
$40.00M
Largest Holder
Wj Interests, Llc
Largest Position
$7.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wj Interests, Llc | 2.60% | 130,989 | $7,209,635 | $7,089,151 | -$120,484 | -1.67% | |
| Atria Investments, Inc | 0.05% | 100,786 | $5,547,261 | $5,454,558 | -$92,703 | -1.67% | |
| Corecap Advisors, Llc | 0.15% | 96,199 | $5,294,793 | $5,206,309 | -$88,484 | -1.67% | |
| Heritage Oak Wealth Advisors Llc | 1.20% | 71,078 | $3,912,133 | $3,846,756 | -$65,377 | -1.67% | |
| Citadel Advisors Llc | 0.00% | 64,311 | $3,490,158 | $3,480,524 | -$9,634 | -0.28% | |
| Delta Investment Management, Llc | 0.30% | 33,777 | $1,833,065 | $1,828,018 | -$5,047 | -0.28% | |
| Lloyd Advisory Services, Llc. | 0.59% | 27,991 | $1,540,633 | $1,514,879 | -$25,754 | -1.67% | |
| Virtue Capital Management, Llc | 0.14% | 19,827 | $1,091,278 | $1,073,041 | -$18,237 | -1.67% | |
| United Advisor Group, Llc | 0.10% | 18,412 | $1,013,396 | $996,461 | -$16,935 | -1.67% | |
| Swmg, Llc | 0.20% | 16,623 | $910,846 | $899,640 | -$11,206 | -1.23% | |
| Global View Capital Management Llc | 0.17% | 14,119 | $777,109 | $764,123 | -$12,986 | -1.67% | |
| Mid-American Wealth Advisory Group, Inc. | 0.27% | 13,923 | $766,300 | $753,516 | -$12,784 | -1.67% | |
| Fulcrum Equity Management | 0.43% | 9,579 | $527,228 | $518,417 | -$8,811 | -1.67% | |
| Envestnet Asset Management Inc | 0.00% | 9,094 | $493,531 | $492,169 | -$1,362 | -0.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 8,850 | $493,346 | $478,964 | -$14,382 | -2.92% | |
| Balefire, Llc | 0.08% | 8,787 | $483,636 | $475,554 | -$8,082 | -1.67% | |
| B.O.S.S. Retirement Advisors, Llc | 0.14% | 8,530 | $469,503 | $461,645 | -$7,858 | -1.67% | |
| Howard Bailey Securities, Llc | 0.17% | 8,164 | $449,359 | $441,837 | -$7,522 | -1.67% | |
| Legacy Wealth Partners, Llc | 0.10% | 8,090 | $445,274 | $437,832 | -$7,442 | -1.67% | |
| Mml Investors Services, Llc | 0.00% | 7,414 | $402,358 | $401,247 | -$1,111 | -0.28% | |
| Hutchens & Kramer Investment Management Group, Llc | 0.11% | 6,432 | $354,017 | $348,101 | -$5,916 | -1.67% | |
| Concurrent Investment Advisors, Llc | 0.00% | 5,930 | $326,387 | $320,933 | -$5,454 | -1.67% | |
| Kingswood Wealth Advisors, Llc | 0.01% | 5,749 | $316,425 | $311,137 | -$5,288 | -1.67% | |
| Encompass More Asset Management | 0.03% | 4,376 | $240,855 | $236,830 | -$4,025 | -1.67% | |
| Elevated Capital Advisors, Llc | 0.07% | 4,382 | $237,811 | $237,155 | -$656 | -0.28% | |
| Great Lakes Retirement, Inc. | 0.02% | 4,223 | $232,442 | $228,550 | -$3,892 | -1.67% | |
| Integrated Wealth Management | 0.21% | 3,939 | $216,806 | $213,179 | -$3,627 | -1.67% | |
| Tounjian Advisory Partners, Llc | 0.07% | 3,123 | $169,503 | $169,017 | -$486 | -0.29% | |
| Ashton Thomas Private Wealth, Llc | 0.00% | 2,912 | $160,276 | $157,598 | -$2,678 | -1.67% | |
| Ubs Group Ag | 0.00% | 1,695 | $91,988 | $91,734 | -$254 | -0.28% | |
| Kingdom Financial Group Llc. | 0.02% | 1,568 | $85,112 | $84,860 | -$252 | -0.30% | |
| Ifp Advisors, Inc | 0.00% | 1,249 | $68,745 | $67,596 | -$1,149 | -1.67% | |
| Ifg Advisory, Llc | 0.00% | 855 | $46,401 | $46,273 | -$128 | -0.28% | |
| Networth Advisors, Llc | 0.01% | 377 | $20,759 | $20,403 | -$356 | -1.71% | |
| Quest 10 Wealth Builders, Inc. | 0.00% | 119 | $6,550 | $6,440 | -$110 | -1.67% | |
| Decker Retirement Planning Inc. | 0.00% | 86 | $4,733 | $4,654 | -$79 | -1.66% | |
| Allianz Asset Management Gmbh | 0.00% | 76 | $4,125 | $4,113 | -$12 | -0.29% | |
| Parkside Financial Bank & Trust | 0.00% | 19 | $1,039 | $1,028 | -$11 | -1.03% |
Frequently asked questions about SPLS
Who are the largest institutional holders of SPLS?
The largest institutional holders of SPLS reported in the latest SEC Form 13F filings include Wj Interests, Llc, Atria Investments, Inc, Corecap Advisors, Llc, Heritage Oak Wealth Advisors Llc, and Citadel Advisors Llc. InsiderSet ranks institutional holders by their latest reported SPLS position.
What is SPLS institutional ownership?
This page tracks SPLS positions reported by institutional investment managers through SEC Form 13F. PIMCO US STCK ACTV BOND ETF (SPLS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own SPLS?
InsiderSet currently tracks 39 institutional managers reporting SPLS holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of SPLS shareholders.
How much SPLS stock do institutions own?
Institutional investment managers disclosed approximately $40.00M in SPLS holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was SPLS institutional ownership last updated?
The latest SPLS institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional SPLS holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its SPLS position after the reporting date.
Are institutions buying or selling SPLS?
Institutional buying and selling can be analyzed by comparing SPLS positions across consecutive 13F reporting periods. InsiderSet's SPLS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View SPLS ownership changes.
How has SPLS institutional ownership changed over time?
InsiderSet tracks SPLS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.