HolderBook

PIMCO ETF TR (SPLS)

Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.

24
Reporting holders
$22.1M
Reported value
0.0%
Held as options
+12
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
WJ Interests, LLC$6.3M116,0322.43%newNEW
AE Wealth Management LLC$5.0M92,5050.02%2q-1.2%-$62.5K
CITADEL ADVISORS LLC$3.5M64,3110.00%2q-85.5%-$20.5M
Delta Investment Management, LLC$1.8M33,7770.30%2q-5.5%-$105.7K
Lloyd Advisory Services, LLC.$1.6M28,7450.60%2q+1589.9%+$1.5M
Mid-American Wealth Advisory Group, Inc.$622.8K11,4760.23%newNEW
B.O.S.S. Retirement Advisors, LLC$499.6K9,2060.13%2q-3.8%-$19.9K
ENVESTNET ASSET MANAGEMENT INC$493.5K9,0940.00%newNEW
HOWARD BAILEY SECURITIES, LLC$469.9K8,6580.18%2q-3.1%-$14.9K
MML INVESTORS SERVICES, LLC$402.4K7,4140.00%newNEW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$254.4K4,6500.00%newNEW
Great Lakes Retirement, Inc.$249.2K4,5910.02%2q-7.6%-$20.6K
Elevated Capital Advisors, LLC$237.8K4,3820.07%newNEW
Integrated Wealth Management$220.4K4,0610.23%newNEW
TOUNJIAN ADVISORY PARTNERS, LLC$169.5K3,1230.07%newNEW
UBS Group AG$92.0K1,6950.00%2q-31.0%-$41.4K
Kingdom Financial Group LLC.$85.1K1,5680.02%2q-7.8%-$7.2K
Montgomery Financial Services LLC$59.1K1,0890.05%newFIRST
IFG Advisory, LLC$46.4K8550.00%newNEW
Networth Advisors, LLC$19.6K3620.01%2qHELD
Quest 10 Wealth Builders, Inc.$6.5K1190.01%2q-71.9%-$16.6K
Decker Retirement Planning Inc.$4.7K860.00%newNEW
Allianz Asset Management GmbH$4.1K760.00%newNEW
CoreCap Advisors, LLC$1.6K290.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202624$22.1M407,90412190.0%
Q1 202612$29.0M616,45312000.0%