PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q2 2026 (June 30)116holders
14new positions
13sold out
1famous investor
$53.37avg. 13F price*
At the end of Q2 2026, 116 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings, unchanged from Q1 2026. 14 opened new positions and 13 sold out. The largest holders were Bank of America Corp. ($53.3M), Walled Lake Planning & Wealth Management, LLC ($32.3M) and Ameritas Advisory Services, LLC ($30.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO 1-5 Year US Tips Index
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $54.1M |
| Exits | 13 | $12.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,172,102 shares bought and 373,981 shares sold, net +1,798,121 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Bank of America Corp. | 0.00% | Add +54.5% | 999,708 | $53.3M |
| Walled Lake Planning & Wealth Management, LLC | 8.16% | New | 605,911 | $32.3M |
| Ameritas Advisory Services, LLC | 0.61% | Add +54.0% | 562,327 | $30.0M |
| Bank of Nova Scotia | 0.04% | Add +82.6% | 512,308 | $27.6M |
| Morgan Stanley | 0.00% | Add +8.2% | 497,960 | $26.6M |
| IHT Wealth Management, LLC | 0.34% | New | 301,135 | $16.1M |
| Eagle Strategies LLC | 1.53% | Add +5.1% | 289,382 | $15.4M |
| LPL Financial LLC | 0.00% | Add +19.9% | 260,841 | $13.9M |
| Bleakley Financial Group, LLC | 0.17% | Add +0.2% | 255,166 | $13.6M |
| Wells Fargo & Company | 0.00% | Reduce -11.9% | 217,200 | $11.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.6% | 181,292 | $9.7M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +15.7% | 155,678 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +1.7% | 149,193 | $8.0M |
| Osaic Holdings, Inc. | 0.01% | Add +16.6% | 144,471 | $7.7M |
| Kelman-Lazarov, Inc. | 0.92% | Add +0.8% | 131,408 | $7.0M |
| Tiaa Trust, National Association | 0.38% | Add +1.6% | 119,832 | $6.4M |
| D.A. Davidson & Co. | 0.03% | Add +72.5% | 115,738 | $6.2M |
| Arbor Investment Advisors, LLC | 0.64% | Add +9.2% | 105,322 | $5.6M |
| Optimus Capital Advisors, LLC | 2.77% | Add +1.4% | 96,664 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.9% | 83,546 | $4.5M |
| Focus Partners Wealth | 0.00% | Add +24.3% | 83,067 | $4.4M |
| Citadel Advisors | 0.00% | Add +90.9% | 80,411 | $4.3M |
| Lutz Financial Services LLC | 0.25% | No change | 76,584 | $4.1M |
| Jane Street Group, LLC | 0.00% | Add +277.5% | 66,219 | $3.5M |
| Stifel Financial Corp. | 0.00% | Reduce -29.8% | 64,197 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -4.9% | 59,898 | $3.2M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | Reduce -13.0% | 58,032 | $3.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -1.5% | 52,462 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -19.8% | 51,178 | $2.7M |
| Lantern Wealth Advisors, LLC | 1.24% | Add +16.4% | 50,663 | $2.7M |
| Captrust Financial Advisors | 0.00% | Reduce -21.9% | 48,445 | $2.6M |
| Woodward Financial Advisors, Inc. | 0.84% | — | 47,242 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +54.6% | 46,280 | $2.5M |
| Atria Investments, Inc | 0.02% | New | 44,382 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +1.5% | 42,203 | $2.3M |
| UBS Group AG | 0.00% | Reduce -1.5% | 42,144 | $2.2M |
| Destination Wealth Management | 0.05% | Add +74.4% | 37,575 | $2.0M |
| Hudson Portfolio Management LLC | 1.33% | Reduce -3.4% | 33,098 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -6.7% | 32,686 | $1.7M |
| Belleair Asset Management, LLC | 1.22% | Reduce -2.6% | 27,262 | $1.5M |
| Summit Financial, LLC | 0.01% | Add +1.6% | 24,873 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -22.0% | 21,207 | $1.1M |
| Rehmann Capital Advisory Group | 0.05% | No change | 19,499 | $1.0M |
| Essential Planning, LLC. | 0.28% | Reduce -4.8% | 18,749 | $1.0M |
| Creative Planning | 0.00% | Add +10.6% | 18,735 | $999K |
| Perennial Investment Advisors, LLC | 0.06% | New | 18,199 | $971K |
| TD Private Client Wealth LLC | 0.02% | Add +13.6% | 17,642 | $941K |
| Advisory Services Network, LLC | 0.01% | Add +23.3% | 17,456 | $931K |
| Cetera Investment Advisers | 0.00% | Add +18.7% | 16,943 | $904K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 16,710 | $891K |
| Flow Traders U.S. LLC | 0.03% | New | 15,394 | $821K |
| Fiduciary Trust Co | 0.01% | No change | 14,138 | $754K |
| MML Investors Services, LLC | 0.00% | Add +148.6% | 13,588 | $725K |
| Cherry Tree Wealth Management, LLC | 0.13% | No change | 13,219 | $705K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.8% | 11,937 | $637K |
| WCG Wealth Advisors LLC | 0.01% | Add +1.0% | 11,513 | $614K |
| HMV Wealth Advisors, LLC | 0.22% | No change | 10,655 | $568K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -27.8% | 10,417 | $556K |
| Courage Miller Partners, LLC | 0.14% | No change | 10,084 | $538K |
| Gould Asset Management LLC | 0.08% | Add +0.3% | 10,075 | $537K |
| Allworth Financial LP | 0.00% | Add +5.9% | 9,920 | $529K |
| Montag A & Associates Inc. | 0.02% | Add +1.5% | 9,525 | $508K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -10.8% | 9,184 | $490K |
| Jones Financial Companies LLLP | 0.00% | Add +31.7% | 9,122 | $487K |
| Vertex Planning Partners, LLC | 0.07% | Reduce -0.3% | 8,958 | $478K |
| Breakwater Investment Management | 0.15% | Reduce -0.4% | 8,126 | $433K |
| NorthRock Partners, LLC | 0.01% | Add +0.6% | 7,875 | $420K |
| Dimension Capital Management LLC | 0.05% | No change | 7,483 | $399K |
| Private Advisor Group, LLC | 0.00% | New | 7,021 | $374K |
| Mezzasalma Advisors, LLC | 0.07% | Add +12.7% | 6,921 | $369K |
| Evanson Financial, LLC | 0.02% | — | 6,306 | $336K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -25.2% | 6,167 | $329K |
| Diversified Trust Co. | 0.01% | No change | 6,000 | $320K |
| Wealthspire Advisors, LLC | 0.00% | New | 5,936 | $317K |
| JPMorgan Chase & Co. | 0.00% | Reduce -78.2% | 5,801 | $310K |
| IRON Financial LLC | 0.12% | Add +1.9% | 5,612 | $299K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 5,603 | $299K |
| Composition Wealth, LLC | 0.00% | No change | 5,600 | $299K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 5,150 | $275K |
| Pines Wealth Management, LLC | 0.08% | Reduce -0.8% | 5,093 | $272K |
| Marathon Strategic Advisors, LLC | 0.15% | No change | 4,964 | $265K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 4,600 | $245K |
| HighTower Advisors, LLC | 0.00% | Add +1.0% | 4,587 | $245K |
| Arkos Global Advisors | 0.03% | Add +1.0% | 4,304 | $230K |
| Aerodigm Wealth, LLC | 0.08% | No change | 4,280 | $228K |
| Canandaigua National Bank & Trust Co. | 0.02% | — | 4,150 | $221K |
| Western Reserve Capital Management, LLC | 0.16% | No change | 4,118 | $220K |
| Apella Capital, LLC | 0.00% | Add +0.2% | 3,960 | $210K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -70.1% | 3,842 | $205K |
| Arax Advisory Partners | 0.00% | New | 3,745 | $200K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,125 | $167K |
| IFG Advisory, LLC | 0.00% | New | 2,480 | $132K |
| Colonial Trust Co / SC | 0.01% | New | 1,070 | $57K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 886 | $47K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -5.2% | 821 | $44K |
| Atwood & Palmer Inc. | 0.00% | No change | 800 | $43K |
| Maseco LLP | 0.00% | No change | 793 | $42K |
| Fifth Third Bancorp | 0.00% | Reduce -69.1% | 765 | $41K |
| Blair William & Co. | 0.00% | No change | 645 | $34K |
| AE Wealth Management LLC | 0.00% | Add +1.9% | 596 | $32K |
"% of holder's portfolio" is STPZ's weight in each manager's 13F, not the share of PIMCO 1-5 Year US Tips Index the manager owns.