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 128 institutions that hold shares in the stock, with a total of 6.62 Million shares, which have been reported (via 13F filing form) to have a value of $355 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,306
shares
|
$338,064
0.03% of portfolio
|
Q4 2022
Reduced 12.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,175
shares
|
$331,041
0.0% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,601
shares
|
$300,269
0.0% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,452
shares
|
$292,281
0.0% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
5,441
shares
|
$291,692
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,365
shares
|
$287,617
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
5,150
shares
|
$276,091
0.0% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
5,108
shares
|
$273,839
0.15% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Apr 16, 2025 Q1 2025 |
5,074
shares
|
$272,017
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
5,051
shares
|
$270,784
0.04% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
4,886
shares
|
$261,938
0.04% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
4,772
shares
|
$255,826
0.04% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,677
shares
|
$250,733
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,633
shares
|
$248,375
0.09% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
4,500
shares
|
$241,245
0.02% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
4,374
shares
|
$234,490
0.01% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
4,150
shares
|
$222,481
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,878
shares
|
$207,899
0.0% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
3,646
shares
|
$195,462
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,567
shares
|
$137,616
0.0% of portfolio
|
Q1 2025
Reduced 74.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,959
shares
|
$105,021
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Apr 30, 2025 Q1 2025 |
1,097
shares
|
$58,810
0.03% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,029
shares
|
$55,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
948
shares
|
$50,822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
788
shares
|
$42,244
0.0% of portfolio
|
Q1 2025
Reduced 76.75%
|