PIMCO US STCK ACTV BOND ETF (SPLS) Institutional Ownership Changes & 13F Activity

PIMCO US STCK ACTV BOND ETF (SPLS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q3 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Atria Investments, Inc, Corecap Advisors, Llc, Heritage Oak Wealth Advisors Llc, Virtue Capital Management, Llc, and United Advisor Group, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Bank Of New York Mellon CorpBuy+11,256—11,256$619.53KQ3 2026Nov 05, 2026
Elevated Capital Advisors, LlcBuy+4,858+110.9%9,240$508.58KQ3 2026Nov 04, 2026
Tounjian Advisory Partners, LlcSell-190-6.1%2,933$161.42KQ3 2026Nov 04, 2026
Eversource Wealth Advisors, LlcBuy+86—86$4.75KQ3 2026Nov 04, 2026
Kingdom Financial Group Llc.Sell-71-4.5%1,497$82.41KQ3 2026Nov 04, 2026
United Advisor Group, LlcBuy+18,412—18,412$1.01MQ3 2026Nov 03, 2026
Ashton Thomas Private Wealth, LlcBuy+2,912—2,912$160.28KQ3 2026Nov 03, 2026
Networth Advisors, LlcBuy+15+4.1%377$20.76KQ3 2026Nov 03, 2026
Lloyd Advisory Services, Llc.Sell-754-2.6%27,991$1.54MQ3 2026Nov 02, 2026
Virtue Capital Management, LlcBuy+19,827—19,827$1.09MQ3 2026Oct 29, 2026
Global View Capital Management LlcBuy+14,119—14,119$777.11KQ3 2026Oct 28, 2026
Howard Bailey Securities, LlcSell-494-5.7%8,164$449.36KQ3 2026Oct 27, 2026
B.O.S.S. Retirement Advisors, LlcSell-676-7.3%8,530$469.50KQ3 2026Oct 26, 2026
Great Lakes Retirement, Inc.Sell-368-8.0%4,223$232.44KQ3 2026Oct 26, 2026
Swmg, LlcBuy+16,623—16,623$910.85KQ3 2026Oct 23, 2026
Kingswood Wealth Advisors, LlcBuy+5,749—5,749$316.43KQ3 2026Oct 23, 2026
Fulcrum Equity ManagementBuy+9,579—9,579$527.23KQ3 2026Oct 21, 2026
Mid-American Wealth Advisory Group, Inc.Buy+2,447+21.3%13,923$766.30KQ3 2026Oct 21, 2026
Integrated Wealth ManagementSell-122-3.0%3,939$216.81KQ3 2026Oct 19, 2026
Hutchens & Kramer Investment Management Group, LlcBuy+6,432—6,432$354.02KQ3 2026Oct 16, 2026
Concurrent Investment Advisors, LlcBuy+5,930—5,930$326.39KQ3 2026Oct 16, 2026
Encompass More Asset ManagementBuy+4,376—4,376$240.85KQ3 2026Oct 16, 2026
Ifp Advisors, IncBuy+1,249—1,249$68.75KQ3 2026Oct 16, 2026
Atria Investments, IncBuy+100,786—100,786$5.55MQ3 2026Oct 15, 2026
Legacy Wealth Partners, LlcBuy+8,090—8,090$445.27KQ3 2026Oct 15, 2026
Heritage Oak Wealth Advisors LlcBuy+71,078—71,078$3.91MQ3 2026Oct 14, 2026
Wj Interests, LlcBuy+14,957+12.9%130,989$7.21MQ3 2026Oct 14, 2026
Wealth Enhancement Advisory Services, LlcBuy+4,200+90.3%8,850$493.35KQ3 2026Oct 13, 2026
Balefire, LlcBuy+8,787—8,787$483.64KQ3 2026Oct 09, 2026
Corecap Advisors, LlcBuy+96,170+331620.7%96,199$5.29MQ3 2026Oct 08, 2026
Showing 30 of 37

Frequently asked questions about SPLS activity

  • Which institutional owners are buying SPLS?

    Institutional owners buying SPLS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPLS activity?

    "Buy" means an investor increased their reported position in SPLS compared to the prior reporting period. This reflects growing exposure to PIMCO US STCK ACTV BOND ETF (SPLS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPLS increasing?

    Institutional interest in SPLS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.