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 128 institutions that hold shares in the stock, with a total of 6.52 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
5,726
shares
|
$306,913
0.11% of portfolio
|
Q2 2025
Reduced 25.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,601
shares
|
$300,213
0.0% of portfolio
|
Q1 2025
Reduced 5.93%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
5,452
shares
|
$292,227
0.0% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Apr 17, 2025 Q1 2025 |
5,441
shares
|
$291,637
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
5,365
shares
|
$287,564
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
5,150
shares
|
$276,040
0.0% of portfolio
|
Q1 2025
Reduced 35.63%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
5,108
shares
|
$273,788
0.15% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jul 16, 2025 Q2 2025 |
5,074
shares
|
$271,966
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
4,952
shares
|
$265,427
0.04% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
4,886
shares
|
$261,889
0.04% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
4,677
shares
|
$250,687
0.0% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
4,643
shares
|
$248,864
0.03% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
4,633
shares
|
$248,328
0.09% of portfolio
|
Q4 2023
Reduced 7.17%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
4,356
shares
|
$233,481
0.01% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
4,150
shares
|
$222,440
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,878
shares
|
$207,860
0.0% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
3,646
shares
|
$195,425
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,567
shares
|
$137,591
0.0% of portfolio
|
Q1 2025
Reduced 74.69%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,959
shares
|
$105,002
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
1,115
shares
|
$59,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
1,097
shares
|
$58,799
0.03% of portfolio
|
Q1 2025
Reduced 4.28%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,029
shares
|
$55,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
800
shares
|
$42,880
0.0% of portfolio
|
Q2 2025
Reduced 82.22%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
788
shares
|
$42,236
0.0% of portfolio
|
Q1 2025
Reduced 76.75%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
645
shares
|
$34,572
0.0% of portfolio
|
Q1 2023
Reduced 8.12%
|