SPLS institutional holders

PIMCO US Stocks PLUS Active Bond Exchange-Traded Fund · 24 reporting institutions · $22.1M reported value

Funds that can replace SPLS · SPLS return decomposition

Institutional holdings

Institutions reporting SPLS, largest first
InstitutionReported positionAdvisors at firmReport period
Wj Interests, LLC$6.3M72026-06-30
Ae Wealth Management LLC$5M4712026-06-30
Citadel Advisors LLC$3.5M02026-06-30
Delta Investment Management, LLC$1.8M262026-06-30
Lloyd Advisory Services, Llc.$1.6M72026-06-30
Mid-American Wealth Advisory Group, Inc.$622.8K72026-06-30
Boss. Retirement Advisors, LLC$499.6K462026-06-30
Envestnet Pmc$493.5K602026-06-30
Howard Bailey Securities, LLC$469.9K112026-06-30
MML Investors Services, LLC$402.4K5,1202026-06-30
Wealth Enhancement Advisory Services, LLC$254.4K1,0262026-06-30
Great Lakes Retirement, Inc.$249.2K102026-06-30
Elevated Capital Advisors, LLC$237.8K202026-06-30
Integrated Wealth Management$220.4K72026-06-30
Tounjian Advisory Partners, LLC$169.5K52026-06-30
UBS Group AG$92K02026-06-30
Kingdom Financial Group Llc.$85.1K152026-06-30
Montgomery Financial Services LLC$59.1K42026-06-30
Ifg Advisory, LLC$46.4K1102026-06-30
Networth Advisors, LLC$19.6K62026-06-30
Quest 10 Wealth Builders, Inc.$6.5K32026-06-30
Decker Retirement Planning Inc.$4.7K102026-06-30
Allianz Asset Management GMBH$4.1K02026-06-30
Corecap Advisors, LLC$1.6K1182026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2026-06-30