SPLS Institutional Ownership
PIMCO US Stocks PLUS Active Bond ETF
1W: -0.3%
1M: +0.4%
3M: +2.1%
YTD: +8.0%
1Y: +498.4%
3Y: +233.7%
5Y: +310.1%
$55.53
+0.54 (+0.98%)
Weekly Expected Move ±1.5%
$54
$55
$56
$56
$57
Overview
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Institutional Ownership — SPLS
26
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
14
New Positions
1
Increased
11
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | WJ Interests, LLC NEW | 116,032 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 2 | AE Wealth Management LLC | 92,505 | $5M | -1,151 | -1.2% | 2Q | SEC ↗ |
| 3 | CITADEL ADVISORS LLC | 64,311 | $4M | -378,606 | -85.5% | 2Q | SEC ↗ |
| 4 | Delta Investment Management, LLC | 33,777 | $2M | -1,947 | -5.5% | 2Q | SEC ↗ |
| 5 | Lloyd Advisory Services, LLC. | 28,745 | $2M | +27,044 | +1589.9% | 2Q | SEC ↗ |
| 6 | Mid-American Wealth Advisory Group, In NEW | 11,476 | $637K | — | +0.0% | 1Q | SEC ↗ |
| 7 | B.O.S.S. Retirement Advisors, LLC | 9,206 | $511K | -366 | -3.8% | 2Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC NEW | 9,094 | $505K | — | +0.0% | 1Q | SEC ↗ |
| 9 | HOWARD BAILEY SECURITIES, LLC | 8,658 | $481K | -275 | -3.1% | 2Q | SEC ↗ |
| 10 | MML INVESTORS SERVICES, LLC NEW | 7,414 | $412K | — | +0.0% | 1Q | SEC ↗ |
| 11 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 4,650 | $258K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Great Lakes Retirement, Inc. | 4,591 | $255K | -380 | -7.6% | 2Q | SEC ↗ |
| 13 | Elevated Capital Advisors, LLC NEW | 4,382 | $243K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Integrated Wealth Management NEW | 4,061 | $226K | — | +0.0% | 1Q | SEC ↗ |
| 15 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 3,123 | $173K | — | +0.0% | 1Q | SEC ↗ |
| 16 | UBS Group AG | 1,695 | $94K | -762 | -31.0% | 2Q | SEC ↗ |
| 17 | Kingdom Financial Group LLC. | 1,568 | $87K | -133 | -7.8% | 2Q | SEC ↗ |
| 18 | Montgomery Financial Services LLC NEW | 1,089 | $60K | — | +0.0% | 1Q | SEC ↗ |
| 19 | IFG Advisory, LLC NEW | 855 | $47K | — | +0.0% | 1Q | SEC ↗ |
| 20 | Networth Advisors, LLC | 362 | $20K | -1 | -0.3% | 2Q | SEC ↗ |
| 21 | Quest 10 Wealth Builders, Inc. | 119 | $7K | -305 | -71.9% | 2Q | SEC ↗ |
| 22 | Decker Retirement Planning Inc. NEW | 86 | $5K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Allianz Asset Management GmbH NEW | 76 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 24 | CoreCap Advisors, LLC NEW | 29 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 25 | Parkside Financial Bank & Trust NEW | 19 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 26 | IFP Advisors, Inc | 0 | $0K | -14,034 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (14)
| Holder | Shares | Value |
|---|---|---|
| WJ Interests, LLC | 116,032 | $6M |
| Mid-American Wealth Advisory Group, | 11,476 | $637K |
| ENVESTNET ASSET MANAGEMENT INC | 9,094 | $505K |
| MML INVESTORS SERVICES, LLC | 7,414 | $412K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 4,650 | $258K |
| Elevated Capital Advisors, LLC | 4,382 | $243K |
| Integrated Wealth Management | 4,061 | $226K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3,123 | $173K |
| Montgomery Financial Services LLC | 1,089 | $60K |
| IFG Advisory, LLC | 855 | $47K |
| Decker Retirement Planning Inc. | 86 | $5K |
| Allianz Asset Management GmbH | 76 | $4K |
| CoreCap Advisors, LLC | 29 | $2K |
| Parkside Financial Bank & Trust | 19 | $1K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IFP Advisors, Inc | 14,034 | $779K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Lloyd Advisory Services, LLC. | +27,044 | +1589.9% | 28,745 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | -378,606 | -85.5% | 64,311 |
| Delta Investment Management, LLC | -1,947 | -5.5% | 33,777 |
| AE Wealth Management LLC | -1,151 | -1.2% | 92,505 |
| UBS Group AG | -762 | -31.0% | 1,695 |
| Great Lakes Retirement, Inc. | -380 | -7.6% | 4,591 |
| B.O.S.S. Retirement Advisors, LLC | -366 | -3.8% | 9,206 |
| Quest 10 Wealth Builders, Inc. | -305 | -71.9% | 119 |
| HOWARD BAILEY SECURITIES, LLC | -275 | -3.1% | 8,658 |
| Kingdom Financial Group LLC. | -133 | -7.8% | 1,568 |
| Networth Advisors, LLC | -1 | -0.3% | 362 |