Institutional Ownership Pimco ETF Tr Broad Us Tips Ind (TIPZ)
This table provides information about the institutional ownership of Pimco ETF Tr Broad Us Tips Ind (TIPZ). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 989,082 shares, which have been reported (via 13F filing form) to have a value of $53.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,551
shares
|
$353,164
0.0% of portfolio
|
Q2 2025
Reduced 81.47%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$323,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,411
shares
|
$291,707
0.01% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
5,292
shares
|
$285,291
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
4,726
shares
|
$254,778
0.0% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
4,671
shares
|
$251,813
0.0% of portfolio
|
Q2 2025
Reduced 26.71%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,800
shares
|
$97,038
0.03% of portfolio
|
Q1 2022
Added 190.32%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
1,131
shares
|
$60,972
0.0% of portfolio
|
Q2 2025
Reduced 55.38%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
790
shares
|
$42,588
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
718
shares
|
$38,707
0.0% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
599
shares
|
$32,292
0.0% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
473
shares
|
$25,499
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
401
shares
|
$21,617
0.0% of portfolio
|
Q2 2023
Added 3.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
312
shares
|
$16,819
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
250
shares
|
$13,477
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
200
shares
|
$10,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
193
shares
|
$10,404
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
191
shares
|
$10,296
0.0% of portfolio
|
Q3 2025
Reduced 16.59%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
145
shares
|
$7,816
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
126
shares
|
$6,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
77
shares
|
$4,151
0.0% of portfolio
|
Q2 2025
Reduced 99.33%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
35
shares
|
$1,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
22
shares
|
$1,186
0.0% of portfolio
|
Q2 2025
Reduced 43.59%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|