Institutional Ownership Pimco ETF Tr 1 5 Yr Us Tips In (STPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 1 5 Yr Us Tips In (STPZ). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 8.81 Million shares, which have been reported (via 13F filing form) to have a value of $467 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
1,503,182
shares
|
$79.7 Million
0.53% of portfolio
|
Q4 2024
Added 5839.08%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
910,599
shares
|
$48.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
553,381
shares
|
$29.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
490,624
shares
|
$26 Million
0.92% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
488,640
shares
|
$25.9 Million
0.08% of portfolio
|
Q4 2024
Added 136.16%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
427,686
shares
|
$22.7 Million
0.6% of portfolio
|
Q4 2023
Added 19.11%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
362,560
shares
|
$19.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
307,851
shares
|
$16.3 Million
0.0% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
280,199
shares
|
$14.9 Million
0.44% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
243,000
shares
|
$12.9 Million
0.02% of portfolio
|
Q4 2024
Added 28.75%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
199,378
shares
|
$10.6 Million
0.04% of portfolio
|
Q2 2023
Reduced 5.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
181,197
shares
|
$9.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
176,649
shares
|
$9.36 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.04%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
158,825
shares
|
$8.42 Million
5.05% of portfolio
|
Q4 2022
Reduced 18.19%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
149,082
shares
|
$7.9 Million
0.36% of portfolio
|
Q2 2023
Reduced 0.33%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
137,385
shares
|
$7.28 Million
1.42% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
128,645
shares
|
$6.82 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
123,789
shares
|
$6.56 Million
0.12% of portfolio
|
Q4 2022
Added 7.58%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
110,431
shares
|
$5.85 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.95%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
108,370
shares
|
$5.74 Million
0.0% of portfolio
|
Q4 2024
Added 336.62%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
100,752
shares
|
$5.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
97,538
shares
|
$5.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
92,206
shares
|
$4.89 Million
0.39% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
89,226
shares
|
$4.73 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
86,799
shares
|
$4.6 Million
0.64% of portfolio
|
Q4 2024
Added 5.74%
|