13F Insight
DOSSIER · 13F Holders · Q1 2026
SPLS

PIMCO ETF TR

14 institutions still hold PIMCO ETF TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201R551·14 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$8M
visible holders
Holders
14
filers reporting
Concentration
52.30%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

14 institutions reported SPLS in Q1 2026. AE Wealth Management LLC leads at 52.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$4M94K0.02%Q1 202602
Delta Investment Management, LLC
CIK 0001757043
$2M36K0.30%Q1 202603
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$623K11K0.23%Q2 202604
B.O.S.S. Retirement Advisors, LLC
CIK 0001964810
$500K9K0.13%Q2 202605
HOWARD BAILEY SECURITIES, LLC
CIK 0002043986
$420K9K0.17%Q1 202606
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$254K5K0.00%Q2 202607
Great Lakes Retirement, Inc.
CIK 0001801667
$234K5K0.02%Q1 202608
UBS Group AG
CIK 0001610520
$116K2K0.00%Q1 202609
Kingdom Financial Group LLC.
CIK 0001962236
$80K2K0.02%Q1 202610
Lloyd Advisory Services, LLC.
CIK 0001802474
$80K2K0.02%Q1 202611
Networth Advisors, LLC
CIK 0002099019
$20K3620.01%Q2 202612
Quest 10 Wealth Builders, Inc.
CIK 0002035215
$6K1190.01%Q2 202613
Decker Retirement Planning Inc.
CIK 0001975700
$5K860.00%Q2 202614
CoreCap Advisors, LLC
CIK 0001902501
$2K290.00%Q2 2026
Insiders at PIMCO ETF TR
Matyas Steven →Ringel Neil →Conte Mark →Ferrand Paul-Henri →Kamlani Kunal S. →Williams Michael →Faust Drew G →Vishwanath Vijay →