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 59 institutions that hold shares in the stock, with a total of 1.31 Million shares, which have been reported (via 13F filing form) to have a value of $69.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
10,840
shares
|
$574,411
0.0% of portfolio
|
Q4 2024
Added 44.15%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
10,218
shares
|
$541,451
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,653
shares
|
$458,522
0.0% of portfolio
|
Q4 2024
Reduced 13.18%
|
|
|
Security Financial Services, Inc.
|
Feb 13, 2025 Q4 2024 |
7,334
shares
|
$388,628
0.08% of portfolio
|
Q4 2024
Added 42.3%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
7,202
shares
|
$381,633
0.08% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Fairway Wealth LLC
Independence, OH |
Feb 07, 2025 Q4 2024 |
6,710
shares
|
$355,562
0.16% of portfolio
|
Q4 2024
Added 22.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,693
shares
|
$354,662
0.0% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,000
shares
|
$317,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,674
shares
|
$300,665
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
5,672
shares
|
$300,559
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,599
shares
|
$296,691
0.01% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
5,500
shares
|
$291,445
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
4,604
shares
|
$243,965
0.0% of portfolio
|
Q4 2024
Reduced 8.36%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
4,299
shares
|
$227,804
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
3,020
shares
|
$160,029
0.0% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,512
shares
|
$133,110
0.0% of portfolio
|
Q4 2024
Reduced 10.76%
|
|
|
Wallace Hart LLC
Lexington, KY |
Feb 07, 2025 Q4 2024 |
2,380
shares
|
$126,116
0.1% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,251
shares
|
$119,280
0.0% of portfolio
|
Q4 2024
Added 900.44%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
1,800
shares
|
$95,382
0.03% of portfolio
|
Q1 2022
Added 190.32%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
790
shares
|
$41,862
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
586
shares
|
$31,052
0.0% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
550
shares
|
$29,144
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
427
shares
|
$22,626
0.0% of portfolio
|
Q4 2023
Reduced 41.9%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
401
shares
|
$21,248
0.0% of portfolio
|
Q2 2023
Added 3.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
312
shares
|
$16,532
0.0% of portfolio
|
Q4 2023
New holding
|