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 126 institutions that hold shares in the stock, with a total of 8.97 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,306
shares
|
$333,839
0.02% of portfolio
|
Q4 2022
Reduced 12.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,175
shares
|
$326,904
0.0% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,121
shares
|
$324,045
0.01% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,927
shares
|
$313,775
0.0% of portfolio
|
Q3 2024
Reduced 16.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,894
shares
|
$312,028
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
5,534
shares
|
$292,969
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
5,441
shares
|
$288,046
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
5,108
shares
|
$270,417
0.16% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
5,107
shares
|
$270,364
0.03% of portfolio
|
Q4 2024
Added 21.45%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
5,074
shares
|
$268,617
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,056
shares
|
$267,664
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
5,000
shares
|
$264,700
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
4,900
shares
|
$259,406
0.02% of portfolio
|
Q3 2023
Reduced 7.55%
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
4,886
shares
|
$258,664
0.04% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
4,640
shares
|
$245,641
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,633
shares
|
$245,271
0.09% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
4,437
shares
|
$234,894
0.01% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,404
shares
|
$233,147
0.0% of portfolio
|
Q4 2024
Added 5.13%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
4,150
shares
|
$219,701
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
4,143
shares
|
$219,330
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
3,932
shares
|
$208,160
0.01% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,389
shares
|
$179,413
0.0% of portfolio
|
Q4 2024
Reduced 30.5%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,937
shares
|
$155,484
0.0% of portfolio
|
Q4 2024
Added 396.95%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,691
shares
|
$89,521
0.0% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,093
shares
|
$57,863
0.0% of portfolio
|
Q3 2024
Added 1.3%
|