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 56 institutions that hold shares in the stock, with a total of 1.37 Million shares, which have been reported (via 13F filing form) to have a value of $72.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
7,612
shares
|
$402,979
0.15% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,414
shares
|
$392,497
0.09% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
7,220
shares
|
$382,226
0.01% of portfolio
|
Q1 2025
Reduced 29.34%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
6,980
shares
|
$369,521
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,693
shares
|
$354,327
0.0% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,373
shares
|
$337,386
0.0% of portfolio
|
Q1 2025
Added 38.42%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
6,281
shares
|
$332,516
0.0% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
6,000
shares
|
$317,640
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,615
shares
|
$297,258
0.01% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
May 07, 2025 Q1 2025 |
5,488
shares
|
$290,534
0.1% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,078
shares
|
$268,829
0.0% of portfolio
|
Q1 2025
Reduced 64.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,773
shares
|
$252,682
0.01% of portfolio
|
Q1 2025
Added 90.01%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
4,558
shares
|
$241,300
0.11% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,535
shares
|
$134,202
0.0% of portfolio
|
Q1 2025
Reduced 82.25%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,800
shares
|
$95,292
0.03% of portfolio
|
Q1 2022
Added 190.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
790
shares
|
$41,822
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
588
shares
|
$31,128
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
473
shares
|
$25,040
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
427
shares
|
$22,605
0.0% of portfolio
|
Q4 2023
Reduced 41.9%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
401
shares
|
$21,228
0.0% of portfolio
|
Q2 2023
Added 3.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
312
shares
|
$16,517
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
250
shares
|
$13,235
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
229
shares
|
$12,123
0.0% of portfolio
|
Q3 2022
Reduced 59.68%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
191
shares
|
$10,111
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
145
shares
|
$7,676
0.0% of portfolio
|
Q2 2024
New holding
|