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 125 institutions that hold shares in the stock, with a total of 8.81 Million shares, which have been reported (via 13F filing form) to have a value of $468 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
14,982
shares
|
$795,993
0.2% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Feb 05, 2025 Q4 2024 |
14,938
shares
|
$793,655
0.55% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14,247
shares
|
$756,943
0.0% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,675
shares
|
$673,422
0.0% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
11,678
shares
|
$620,452
0.15% of portfolio
|
Q4 2024
Added 7.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
11,593
shares
|
$615,936
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
11,065
shares
|
$587,883
0.12% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
Feb 10, 2025 Q4 2024 |
10,655
shares
|
$566,100
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
10,365
shares
|
$550,692
0.47% of portfolio
|
Q4 2024
Added 17.8%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
10,084
shares
|
$535,762
0.18% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
9,484
shares
|
$503,884
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Advisors LLC
|
Jan 13, 2025 Q4 2024 |
9,158
shares
|
$486,564
0.11% of portfolio
|
Q4 2024
Reduced 11.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
8,982
shares
|
$477,213
0.0% of portfolio
|
Q4 2024
Added 10.7%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
8,957
shares
|
$475,885
0.21% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
8,614
shares
|
$457,661
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
8,272
shares
|
$439,491
0.1% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
8,000
shares
|
$425,040
0.01% of portfolio
|
Q2 2023
Reduced 2.44%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
7,858
shares
|
$417,495
0.02% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
7,730
shares
|
$410,694
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
7,483
shares
|
$397,571
0.06% of portfolio
|
Q3 2024
Reduced 20.38%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
6,528
shares
|
$346,832
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
6,330
shares
|
$336,312
0.01% of portfolio
|
Q4 2023
Reduced 8.53%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
6,306
shares
|
$335,037
0.02% of portfolio
|
Q4 2022
Reduced 12.94%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,175
shares
|
$328,077
0.0% of portfolio
|
Q3 2024
Reduced 38.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
6,121
shares
|
$325,208
0.01% of portfolio
|
Q4 2024
Reduced 2.38%
|