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 117 institutions that hold shares in the stock, with a total of 8 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
994,534
shares
|
$52.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.02%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
719,682
shares
|
$38.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.48%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
526,793
shares
|
$27.9 Million
1.06% of portfolio
|
Q2 2024
Reduced 14.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
427,686
shares
|
$22.6 Million
0.6% of portfolio
|
Q4 2023
Added 19.11%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
370,875
shares
|
$19.6 Million
0.09% of portfolio
|
Q2 2024
Added 16998.89%
|
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
367,602
shares
|
$19.4 Million
0.44% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
367,602
shares
|
$19.4 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
304,960
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2024
Added 15.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
288,934
shares
|
$15.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
282,825
shares
|
$15 Million
0.0% of portfolio
|
Q2 2024
Added 0.95%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
266,495
shares
|
$14.1 Million
0.04% of portfolio
|
Q2 2024
Added 2.92%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
199,378
shares
|
$10.5 Million
0.04% of portfolio
|
Q2 2023
Reduced 5.34%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
158,825
shares
|
$8.4 Million
5.05% of portfolio
|
Q4 2022
Reduced 18.19%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
151,732
shares
|
$8.02 Million
0.0% of portfolio
|
Q2 2024
Added 9.93%
|
|
|
Bank Of Nova Scotia
|
Aug 14, 2024 Q2 2024 |
149,380
shares
|
$7.9 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
149,082
shares
|
$7.88 Million
0.36% of portfolio
|
Q2 2023
Reduced 0.33%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
146,518
shares
|
$7.75 Million
1.53% of portfolio
|
Q2 2024
Added 3.3%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
128,011
shares
|
$6.77 Million
0.08% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
123,789
shares
|
$6.55 Million
0.12% of portfolio
|
Q4 2022
Added 7.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
113,403
shares
|
$6 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
107,336
shares
|
$5.68 Million
0.01% of portfolio
|
Q2 2024
Added 240.36%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2024 Q2 2024 |
96,187
shares
|
$5.09 Million
0.43% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
92,600
shares
|
$4.9 Million
0.01% of portfolio
|
Q2 2024
Reduced 23.29%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
76,699
shares
|
$4.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 18.7%
|
|
|
Arbor Investment Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
76,561
shares
|
$4.05 Million
0.58% of portfolio
|
Q2 2024
Added 37.58%
|