PIMCO ETF TR SPLS
US STK PLUS AC · ETP · CUSIP 72201R551
24
institutional holders
+12 vs Q1 2026
407.9k
shares reported held*
$22.1mreported value*
12 new
1 added
10 reduced
1 sold out
net sold ≈ $11.4m (-209.6k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($707 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $54.28.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q1 2026 | 12 |
| Q2 2026 | 24 |
Biggest buyers
| WJ Interests, LLC | New | +116.0k |
| Lloyd Advisory Services, LLC. | Added | +27.0k |
| Mid-American Wealth Advisory Group, Inc. | New | +11.5k |
| ENVESTNET ASSET MANAGEMENT INC | New | +9.1k |
| MML INVESTORS SERVICES, LLC | New | +7.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | +4.7k |
| Elevated Capital Advisors, LLC | New | +4.4k |
| Integrated Wealth Management | New | +4.1k |
| TOUNJIAN ADVISORY PARTNERS, LLC | New | +3.1k |
| IFG Advisory, LLC | New | +855 |
Biggest sellers
| CITADEL ADVISORS LLC | Reduced | -378.6k |
| IFP Advisors, Inc | Sold out | -14.0k |
| Delta Investment Management, LLC | Reduced | -1.9k |
| AE Wealth Management LLC | Reduced | -1.2k |
| UBS Group AG | Reduced | -762 |
| Great Lakes Retirement, Inc. | Reduced | -380 |
| B.O.S.S. Retirement Advisors, LLC | Reduced | -366 |
| Quest 10 Wealth Builders, Inc. | Reduced | -305 |
| HOWARD BAILEY SECURITIES, LLC | Reduced | -275 |
| Kingdom Financial Group LLC. | Reduced | -133 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WJ Interests, LLC 2.43% of their portfolio | 116.0k $6.3m | New |
| AE Wealth Management LLC 0.02% of their portfolio | 92.5k $5.0m | Reduced -1.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 64.3k $3.5m | Reduced -378.6k |
| Delta Investment Management, LLC 0.30% of their portfolio | 33.8k $1.8m | Reduced -1.9k |
| Lloyd Advisory Services, LLC. 0.60% of their portfolio | 28.7k $1.6m | Added +27.0k |
| Mid-American Wealth Advisory Group, Inc. 0.23% of their portfolio | 11.5k $622.8k | New |
| B.O.S.S. Retirement Advisors, LLC 0.13% of their portfolio | 9.2k $499.6k | Reduced -366 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 9.1k $493.5k | New |
| HOWARD BAILEY SECURITIES, LLC 0.18% of their portfolio | 8.7k $469.9k | Reduced -275 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 7.4k $402.4k | New |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 4.7k $254.4k | New |
| Great Lakes Retirement, Inc. 0.02% of their portfolio | 4.6k $249.2k | Reduced -380 |
| Elevated Capital Advisors, LLC 0.07% of their portfolio | 4.4k $237.8k | New |
| Integrated Wealth Management 0.23% of their portfolio | 4.1k $220.4k | New |
| TOUNJIAN ADVISORY PARTNERS, LLC 0.07% of their portfolio | 3.1k $169.5k | New |
| UBS Group AG 0.00% of their portfolio | 1.7k $92.0k | Reduced -762 |
| Kingdom Financial Group LLC. 0.02% of their portfolio | 1.6k $85.1k | Reduced -133 |
| Montgomery Financial Services LLC 0.05% of their portfolio | 1.1k $59.1k | First filing |
| IFG Advisory, LLC 0.00% of their portfolio | 855 $46.4k | New |
| Networth Advisors, LLC 0.01% of their portfolio | 362 $19.6k | Reduced -1 |
| Quest 10 Wealth Builders, Inc. 0.01% of their portfolio | 119 $6.5k | Reduced -305 |
| Decker Retirement Planning Inc. 0.00% of their portfolio | 86 $4.7k | New |
| Allianz Asset Management GmbH 0.00% of their portfolio | 76 $4.1k | New |
| CoreCap Advisors, LLC 0.00% of their portfolio | 29 $1.6k | New |