Institutional Ownership Pimco ETF Tr Broad Us Tips Ind (TIPZ)
This table provides information about the institutional ownership of Pimco ETF Tr Broad Us Tips Ind (TIPZ). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $72.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
10,218
shares
|
$547,173
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,653
shares
|
$463,368
0.0% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Fairway Wealth LLC
Independence, OH |
Apr 29, 2025 Q1 2025 |
7,612
shares
|
$407,622
0.15% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
7,414
shares
|
$397,019
0.09% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
7,334
shares
|
$392,735
0.08% of portfolio
|
Q4 2024
Added 42.3%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
6,980
shares
|
$373,779
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,693
shares
|
$358,410
0.0% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
6,281
shares
|
$336,347
0.0% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$321,300
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,599
shares
|
$299,826
0.01% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
5,500
shares
|
$294,525
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,078
shares
|
$271,926
0.0% of portfolio
|
Q1 2025
Reduced 64.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
4,773
shares
|
$255,594
0.01% of portfolio
|
Q1 2025
Added 90.01%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,604
shares
|
$246,544
0.0% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
4,558
shares
|
$244,080
0.11% of portfolio
|
Q1 2025
Reduced 19.64%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,299
shares
|
$230,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,020
shares
|
$161,721
0.0% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Wallace Hart LLC
Lexington, KY |
Feb 07, 2025 Q4 2024 |
2,380
shares
|
$127,449
0.1% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,251
shares
|
$120,541
0.0% of portfolio
|
Q4 2024
Added 900.44%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,800
shares
|
$96,390
0.03% of portfolio
|
Q1 2022
Added 190.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
790
shares
|
$42,304
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
588
shares
|
$31,487
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
427
shares
|
$22,865
0.0% of portfolio
|
Q4 2023
Reduced 41.9%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
401
shares
|
$21,473
0.0% of portfolio
|
Q2 2023
Added 3.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
312
shares
|
$16,707
0.0% of portfolio
|
Q4 2023
New holding
|