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SPLS PIMCO ETF TR

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US STK PLUS AC (fund)

24 managers (24 13F filers) reported a position in SPLS shares at 2026-06-30, 407,904 shares in all. 12 filers opened a position and 1 filer sold out during the quarter.

Managers
24
13F filers
24
New
12
Added
1
Reduced
10
Sold out
1
Shares held by filers
407,904

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WJ Interests, LLC116,032$6.3M2.43%new13F-HRTimeline
AE Wealth Management LLC92,505$5.02M0.02%-1,15113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC64,311$3.49M<0.01%-378,60613F-HRTimelineGroup
Delta Investment Management, LLC33,777$1.83M0.3%-1,94713F-HRTimeline
Lloyd Advisory Services, LLC.28,745$1.56M0.6%+27,04413F-HRTimeline
Mid-American Wealth Advisory Group, Inc.11,476$623K0.23%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC9,206$500K0.13%-36613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,094$494K<0.01%new13F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC8,658$470K0.18%-27513F-HRTimeline
MML INVESTORS SERVICES, LLC7,414$402K<0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,650$254K<0.01%new13F-HRTimeline
Great Lakes Retirement, Inc.4,591$249K0.02%-38013F-HRTimeline
Elevated Capital Advisors, LLC4,382$238K0.07%new13F-HRTimeline
Integrated Wealth Management4,061$220K0.23%new13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC3,123$170K0.07%new13F-HRTimeline
UBS Group AGin group UBS Group AG1,695$92K<0.01%-76213F-HRTimelineGroup
Kingdom Financial Group LLC.1,568$85.1K0.02%-13313F-HRTimeline
Montgomery Financial Services LLC1,089$59.1K0.05%13F-HRTimeline
IFG Advisory, LLC855$46.4K<0.01%new13F-HRTimeline
Networth Advisors, LLC362$19.6K0.01%-113F-HRTimeline
Quest 10 Wealth Builders, Inc.119$6.46K0.01%-30513F-HRTimeline
Decker Retirement Planning Inc.86$4.67K<0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE76$4.12K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC29$1.57K<0.01%new13F-HRTimeline