Who Owns PIMCO ETF TR (SPLS)? -- Institutional Holders (2026-06-30)

26 institutions reported holding $22.1M of PIMCO ETF TR (SPLS) in SEC 13F filings for 2026-06-30. Largest institutional holders: WJ Interests, LLC ($6.3M), AE Wealth Management LLC ($5.0M), CITADEL ADVISORS LLC ($3.5M), Delta Investment Management, LLC ($1.8M), Lloyd Advisory Services, LLC. ($1.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1WJ Interests, LLC$6.3M116,032New
2AE Wealth Management LLC$5.0M92,505Trimmed
3CITADEL ADVISORS LLC$3.5M64,311Trimmed
4Delta Investment Management, LLC$1.8M33,777Trimmed
5Lloyd Advisory Services, LLC.$1.6M28,745Added
6Mid-American Wealth Advisory Group, Inc.$622,81611,476New
7B.O.S.S. Retirement Advisors, LLC$499,5949,206Trimmed
8ENVESTNET ASSET MANAGEMENT INC$493,5319,094New
9HOWARD BAILEY SECURITIES, LLC$469,8758,658Trimmed
10MML INVESTORS SERVICES, LLC$402,3587,414New
11WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$254,3654,650New
12Great Lakes Retirement, Inc.$249,1564,591Trimmed
13Elevated Capital Advisors, LLC$237,8114,382New
14Integrated Wealth Management$220,4064,061New
15TOUNJIAN ADVISORY PARTNERS, LLC$169,5033,123New
16UBS Group AG$91,9881,695Trimmed
17Kingdom Financial Group LLC.$85,1121,568Trimmed
18Montgomery Financial Services LLC$59,1001,089New
19IFG Advisory, LLC$46,401855New
20Networth Advisors, LLC$19,648362Trimmed
21Quest 10 Wealth Builders, Inc.$6,458119Trimmed
22Decker Retirement Planning Inc.$4,66786New
23Allianz Asset Management GmbH$4,12576New
24CoreCap Advisors, LLC$1,57429New
25Kentucky Retirement Systems$00Exited

Source: SEC Form 13F filings · as of 2026-06-30