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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Bank Of New York Mellon Corp | Buy | +11,256 | — | 11,256 | $619.53K | Q3 2026 | Nov 05, 2026 |
| Elevated Capital Advisors, Llc | Buy | +4,858 | +110.9% | 9,240 | $508.58K | Q3 2026 | Nov 04, 2026 |
| Tounjian Advisory Partners, Llc | Sell | -190 | -6.1% | 2,933 | $161.42K | Q3 2026 | Nov 04, 2026 |
| Eversource Wealth Advisors, Llc | Buy | +86 | — | 86 | $4.75K | Q3 2026 | Nov 04, 2026 |
| Kingdom Financial Group Llc. | Sell | -71 | -4.5% | 1,497 | $82.41K | Q3 2026 | Nov 04, 2026 |
| United Advisor Group, Llc | Buy | +18,412 | — | 18,412 | $1.01M | Q3 2026 | Nov 03, 2026 |
| Ashton Thomas Private Wealth, Llc | Buy | +2,912 | — | 2,912 | $160.28K | Q3 2026 | Nov 03, 2026 |
| Networth Advisors, Llc | Buy | +15 | +4.1% | 377 | $20.76K | Q3 2026 | Nov 03, 2026 |
| Lloyd Advisory Services, Llc. | Sell | -754 | -2.6% | 27,991 | $1.54M | Q3 2026 | Nov 02, 2026 |
| Virtue Capital Management, Llc | Buy | +19,827 | — | 19,827 | $1.09M | Q3 2026 | Oct 29, 2026 |
| Global View Capital Management Llc | Buy | +14,119 | — | 14,119 | $777.11K | Q3 2026 | Oct 28, 2026 |
| Howard Bailey Securities, Llc | Sell | -494 | -5.7% | 8,164 | $449.36K | Q3 2026 | Oct 27, 2026 |
| B.O.S.S. Retirement Advisors, Llc | Sell | -676 | -7.3% | 8,530 | $469.50K | Q3 2026 | Oct 26, 2026 |
| Great Lakes Retirement, Inc. | Sell | -368 | -8.0% | 4,223 | $232.44K | Q3 2026 | Oct 26, 2026 |
| Swmg, Llc | Buy | +16,623 | — | 16,623 | $910.85K | Q3 2026 | Oct 23, 2026 |
| Kingswood Wealth Advisors, Llc | Buy | +5,749 | — | 5,749 | $316.43K | Q3 2026 | Oct 23, 2026 |
| Fulcrum Equity Management | Buy | +9,579 | — | 9,579 | $527.23K | Q3 2026 | Oct 21, 2026 |
| Mid-American Wealth Advisory Group, Inc. | Buy | +2,447 | +21.3% | 13,923 | $766.30K | Q3 2026 | Oct 21, 2026 |
| Integrated Wealth Management | Sell | -122 | -3.0% | 3,939 | $216.81K | Q3 2026 | Oct 19, 2026 |
| Hutchens & Kramer Investment Management Group, Llc | Buy | +6,432 | — | 6,432 | $354.02K | Q3 2026 | Oct 16, 2026 |
| Concurrent Investment Advisors, Llc | Buy | +5,930 | — | 5,930 | $326.39K | Q3 2026 | Oct 16, 2026 |
| Encompass More Asset Management | Buy | +4,376 | — | 4,376 | $240.85K | Q3 2026 | Oct 16, 2026 |
| Ifp Advisors, Inc | Buy | +1,249 | — | 1,249 | $68.75K | Q3 2026 | Oct 16, 2026 |
| Atria Investments, Inc | Buy | +100,786 | — | 100,786 | $5.55M | Q3 2026 | Oct 15, 2026 |
| Legacy Wealth Partners, Llc | Buy | +8,090 | — | 8,090 | $445.27K | Q3 2026 | Oct 15, 2026 |
| Heritage Oak Wealth Advisors Llc | Buy | +71,078 | — | 71,078 | $3.91M | Q3 2026 | Oct 14, 2026 |
| Wj Interests, Llc | Buy | +14,957 | +12.9% | 130,989 | $7.21M | Q3 2026 | Oct 14, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +4,200 | +90.3% | 8,850 | $493.35K | Q3 2026 | Oct 13, 2026 |
| Balefire, Llc | Buy | +8,787 | — | 8,787 | $483.64K | Q3 2026 | Oct 09, 2026 |
| Corecap Advisors, Llc | Buy | +96,170 | +331620.7% | 96,199 | $5.29M | Q3 2026 | Oct 08, 2026 |
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.