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 134 institutions that hold shares in the stock, with a total of 6.82 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
7,266
shares
|
$394,325
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
6,330
shares
|
$343,529
0.01% of portfolio
|
Q4 2023
Reduced 8.53%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
6,306
shares
|
$342,226
0.02% of portfolio
|
Q4 2022
Reduced 12.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,175
shares
|
$335,117
0.0% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
5,726
shares
|
$310,750
0.11% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,601
shares
|
$303,966
0.0% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,565
shares
|
$302,012
0.0% of portfolio
|
Q2 2025
Added 2.07%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
5,150
shares
|
$279,490
0.0% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
5,129
shares
|
$278,350
0.22% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
5,108
shares
|
$277,211
0.13% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Oct 15, 2025 Q3 2025 |
5,074
shares
|
$275,365
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,952
shares
|
$268,745
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
4,643
shares
|
$251,975
0.03% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,633
shares
|
$251,432
0.09% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
4,542
shares
|
$246,494
0.0% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,327
shares
|
$234,826
0.0% of portfolio
|
Q2 2025
Reduced 34.44%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,153
shares
|
$225,383
0.01% of portfolio
|
Q3 2025
Reduced 4.66%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
4,150
shares
|
$225,220
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
4,070
shares
|
$220,878
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,888
shares
|
$211,001
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
3,770
shares
|
$204,597
0.18% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3,646
shares
|
$197,868
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Natural Investments, LLC
|
Oct 10, 2025 Q3 2025 |
3,568
shares
|
$193,635
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,376
shares
|
$183,215
0.0% of portfolio
|
Q2 2025
Added 31.52%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,583
shares
|
$140,179
0.0% of portfolio
|
Q3 2025
Reduced 97.85%
|