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 121 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $369 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
987,554
shares
|
$51.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
650,687
shares
|
$34.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.59%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
477,023
shares
|
$25 Million
1.12% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
427,686
shares
|
$22.4 Million
0.6% of portfolio
|
Q4 2023
Added 19.11%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
370,179
shares
|
$19.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
278,124
shares
|
$14.6 Million
0.45% of portfolio
|
Q3 2024
Reduced 24.34%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
266,040
shares
|
$13.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
222,258
shares
|
$11.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.08%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
206,913
shares
|
$10.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.36%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
203,130
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.39%
|
|
|
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%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
188,735
shares
|
$9.89 Million
0.02% of portfolio
|
Q3 2024
Added 26.35%
|
|
|
Bennicas & Associates, Inc.
|
Feb 28, 2023 Q4 2022 |
158,825
shares
|
$8.33 Million
5.05% of portfolio
|
Q4 2022
Reduced 18.19%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
149,082
shares
|
$7.81 Million
0.36% of portfolio
|
Q2 2023
Reduced 0.33%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
142,457
shares
|
$7.47 Million
1.43% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
124,011
shares
|
$6.5 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
123,789
shares
|
$6.49 Million
0.12% of portfolio
|
Q4 2022
Added 7.58%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
114,965
shares
|
$6.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.23%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
105,491
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
94,902
shares
|
$4.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
92,961
shares
|
$4.87 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
82,087
shares
|
$4.3 Million
0.58% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
78,491
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
73,527
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
69,417
shares
|
$3.64 Million
0.08% of portfolio
|
Q3 2024
New holding
|