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

Name: PIMCO ETF TR (SPLS) Institutional Holders (2026-06-30)
Creator: ko.io

27 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.

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	CITADEL ADVISORS LLC	$3.5M	64,311	Trimmed
4	Delta Investment Management, LLC	$1.8M	33,777	Trimmed
5	Lloyd Advisory Services, LLC.	$1.6M	28,745	Added
6	Mid-American Wealth Advisory Group, Inc.	$622,816	11,476	New
7	B.O.S.S. Retirement Advisors, LLC	$499,594	9,206	Trimmed
8	ENVESTNET ASSET MANAGEMENT INC	$493,531	9,094	New
9	HOWARD BAILEY SECURITIES, LLC	$469,875	8,658	Trimmed
10	MML INVESTORS SERVICES, LLC	$402,358	7,414	New
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$254,365	4,650	New
12	Great Lakes Retirement, Inc.	$249,156	4,591	Trimmed
13	Elevated Capital Advisors, LLC	$237,811	4,382	New
14	Integrated Wealth Management	$220,406	4,061	New
15	TOUNJIAN ADVISORY PARTNERS, LLC	$169,503	3,123	New
16	UBS Group AG	$91,988	1,695	Trimmed
17	Kingdom Financial Group LLC.	$85,112	1,568	Trimmed
18	Montgomery Financial Services LLC	$59,100	1,089	New
19	IFG Advisory, LLC	$46,401	855	New
20	Networth Advisors, LLC	$19,648	362	Trimmed
21	Quest 10 Wealth Builders, Inc.	$6,458	119	Trimmed
22	Decker Retirement Planning Inc.	$4,667	86	New
23	Allianz Asset Management GmbH	$4,125	76	New
24	CoreCap Advisors, LLC	$1,574	29	New
25	Parkside Financial Bank & Trust	$1,021	19	New

来源：SEC 13F 申报文件 · 截至 2026-06-30