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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
68,294
shares
|
$3.58 Million
0.14% of portfolio
|
Q2 2020
Added 0.3%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
58,435
shares
|
$3.06 Million
0.08% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
50,965
shares
|
$2.67 Million
0.0% of portfolio
|
Q3 2024
Reduced 44.96%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
50,952
shares
|
$2.67 Million
0.38% of portfolio
|
Q1 2023
Added 20.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
50,708
shares
|
$2.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
46,765
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
45,090
shares
|
$2.36 Million
0.06% of portfolio
|
Q4 2023
Reduced 13.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
38,229
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.86%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
36,274
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
34,933
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
34,117
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2024
Added 12.26%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
31,683
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
30,753
shares
|
$1.61 Million
1.61% of portfolio
|
Q3 2024
Reduced 15.31%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
26,649
shares
|
$1.4 Million
0.98% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
26,649
shares
|
$1.4 Million
0.31% of portfolio
|
Q3 2024
Added 8.86%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
25,310
shares
|
$1.33 Million
0.55% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
24,820
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 45.62%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,342
shares
|
$1.17 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
21,440
shares
|
$1.12 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
20,404
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
17,638
shares
|
$924,583
0.01% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Destination Wealth Management
|
Nov 25, 2024 Q3 2024 |
17,171
shares
|
$900,103
0.03% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
16,711
shares
|
$875,990
0.03% of portfolio
|
Q4 2023
Added 1.52%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Oct 24, 2024 Q3 2024 |
16,707
shares
|
$875,780
0.59% of portfolio
|
Q3 2024
Added 11.12%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
15,012
shares
|
$786,929
0.2% of portfolio
|
Q2 2024
Reduced 10.71%
|