Who owns PIMCO US Stocks PLUS Active Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of SPLS from SEC Form 13F filings across 25 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 25 institutions disclosed 407,923 shares of PIMCO US Stocks PLUS Active Bond ETF worth $22.1M — about 39.4% of shares outstanding; the largest disclosed holder is WJ Interests, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
25
13F holders
$22.1M
value, 2026 filers
39.4%
of shares outstanding (407,923 sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of SPLS's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | WJ Interests, LLCNEW | 116,032 | $6.3M | 2.4% | 11.2% | new |
| 2 | AE Wealth Management LLC | 92,505 | $5.0M | 0.0% | 8.9% | -1.2% |
| 3 | CITADEL ADVISORS LLC | 64,311 | $3.5M | 0.0% | 6.2% | -85.5% |
| 4 | Delta Investment Management, LLC | 33,777 | $1.8M | 0.3% | 3.3% | -5.5% |
| 5 | Lloyd Advisory Services, LLC. | 28,745 | $1.6M | 0.6% | 2.8% | +1589.9% |
| 6 | Mid-American Wealth Advisory Group, Inc.NEW | 11,476 | $622,816 | 0.2% | 1.1% | new |
| 7 | B.O.S.S. Retirement Advisors, LLC | 9,206 | $499,594 | 0.1% | 0.9% | -3.8% |
| 8 | ENVESTNET ASSET MANAGEMENT INCNEW | 9,094 | $493,531 | 0.0% | 0.9% | new |
| 9 | HOWARD BAILEY SECURITIES, LLC | 8,658 | $469,875 | 0.2% | 0.8% | -3.1% |
| 10 | MML INVESTORS SERVICES, LLCNEW | 7,414 | $402,358 | 0.0% | 0.7% | new |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNEW | 4,650 | $254,365 | 0.0% | 0.4% | new |
| 12 | Great Lakes Retirement, Inc. | 4,591 | $249,156 | 0.0% | 0.4% | -7.6% |
| 13 | Elevated Capital Advisors, LLCNEW | 4,382 | $237,811 | 0.1% | 0.4% | new |
| 14 | Integrated Wealth ManagementNEW | 4,061 | $220,406 | 0.2% | 0.4% | new |
| 15 | TOUNJIAN ADVISORY PARTNERS, LLCNEW | 3,123 | $169,503 | 0.1% | 0.3% | new |
| 16 | UBS Group AG | 1,695 | $91,988 | 0.0% | 0.2% | -31.0% |
| 17 | Kingdom Financial Group LLC. | 1,568 | $85,112 | 0.0% | 0.2% | -7.8% |
| 18 | Montgomery Financial Services LLCNEW | 1,089 | $59,100 | 0.1% | 0.1% | new |
| 19 | IFG Advisory, LLCNEW | 855 | $46,401 | 0.0% | 0.1% | new |
| 20 | Networth Advisors, LLC | 362 | $19,648 | 0.0% | 0% | -0.3% |
| 21 | Quest 10 Wealth Builders, Inc. | 119 | $6,458 | 0.0% | 0% | -71.9% |
| 22 | Decker Retirement Planning Inc.NEW | 86 | $4,667 | 0.0% | 0% | new |
| 23 | Allianz Asset Management GmbHNEW | 76 | $4,125 | 0.0% | 0% | new |
| 24 | CoreCap Advisors, LLCNEW | 29 | $1,574 | 0.0% | 0% | new |
| 25 | Parkside Financial Bank & TrustNEW | 19 | $1,021 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.