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 |
|---|---|---|---|---|---|
|
Mas Advisors LLC
Miami, FL |
Nov 08, 2024 Q3 2024 |
14,897
shares
|
$780,900
1.68% of portfolio
|
Q4 2023
Reduced 17.49%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
14,692
shares
|
$770,154
0.0% of portfolio
|
Q3 2024
Reduced 12.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,818
shares
|
$671,919
0.0% of portfolio
|
Q3 2024
Reduced 57.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,556
shares
|
$605,765
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
11,305
shares
|
$592,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
11,065
shares
|
$580,027
0.13% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
10,873
shares
|
$569,962
0.14% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
10,383
shares
|
$544,276
0.13% of portfolio
|
Q3 2024
Reduced 30.88%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
10,087
shares
|
$528,760
0.18% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
8,957
shares
|
$469,525
0.21% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 12, 2024 Q3 2024 |
8,799
shares
|
$461,243
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
8,438
shares
|
$442,319
0.11% of portfolio
|
Q3 2024
Reduced 10.28%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2024 Q3 2024 |
8,169
shares
|
$428,218
0.06% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,114
shares
|
$425,335
0.0% of portfolio
|
Q3 2024
Reduced 17.58%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
8,000
shares
|
$419,360
0.0% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
7,983
shares
|
$418,468
0.02% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
7,821
shares
|
$409,976
0.08% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,730
shares
|
$405,206
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
7,483
shares
|
$392,258
0.07% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,861
shares
|
$359,653
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
6,330
shares
|
$331,818
0.01% of portfolio
|
Q4 2023
Reduced 8.53%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
6,306
shares
|
$330,560
0.02% of portfolio
|
Q4 2022
Reduced 12.94%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
6,270
shares
|
$328,673
0.01% of portfolio
|
Q3 2024
Added 68.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,175
shares
|
$323,693
0.0% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
5,927
shares
|
$310,693
0.0% of portfolio
|
Q3 2024
Reduced 16.87%
|