13 institutions reported holding $13.7M 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), Mid-American Wealth Advisory Group, Inc. ($622,816), B.O.S.S. Retirement Advisors, LLC ($499,594), ENVESTNET ASSET MANAGEMENT INC ($493,531). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | WJ Interests, LLC | $6.3M | 116,032 | New |
| 2 | AE Wealth Management LLC | $5.0M | 92,505 | Trimmed |
| 3 | Mid-American Wealth Advisory Group, Inc. | $622,816 | 11,476 | New |
| 4 | B.O.S.S. Retirement Advisors, LLC | $499,594 | 9,206 | Trimmed |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $493,531 | 9,094 | New |
| 6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $254,365 | 4,650 | New |
| 7 | Great Lakes Retirement, Inc. | $249,156 | 4,591 | Trimmed |
| 8 | Elevated Capital Advisors, LLC | $237,811 | 4,382 | New |
| 9 | Networth Advisors, LLC | $19,648 | 362 | Trimmed |
| 10 | Quest 10 Wealth Builders, Inc. | $6,458 | 119 | Trimmed |
| 11 | Decker Retirement Planning Inc. | $4,667 | 86 | New |
| 12 | CoreCap Advisors, LLC | $1,574 | 29 | New |
| 13 | IFP Advisors, Inc | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30