PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q1 2024 (March 31)113holders
1famous investor
$51.49avg. 13F price*
At the end of Q1 2024, 113 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings. The largest holders were Morgan Stanley ($57.5M), Bank of America Corp. ($40.1M) and Ameritas Advisory Services, LLC ($31.6M). 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 (Q1 2024)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $29.0M |
| Exits | 19 | $20.7M |
Ownership 113 holders
| Morgan Stanley | 0.00% | Reduce -10.0% | 1,116,051 | $57.5M |
| Bank of America Corp. | 0.00% | Reduce -16.5% | 777,907 | $40.1M |
| Ameritas Advisory Services, LLC | 1.30% | Add +14.4% | 613,628 | $31.6M |
| Bleakley Financial Group, LLC | 0.56% | Reduce -12.8% | 372,943 | $19.2M |
| Simplicity Wealth,LLC | 0.46% | New | 372,943 | $19.2M |
| LPL Financial LLC | 0.01% | Reduce -6.8% | 297,993 | $15.3M |
| Wells Fargo & Company | 0.00% | Reduce -3.9% | 280,157 | $14.4M |
| Royal Bank of Canada | 0.00% | Add +16.9% | 264,572 | $13.6M |
| Tiaa Trust, National Association | 0.04% | Add +1.4% | 258,941 | $13.3M |
| Pasadena Private Wealth, LLC | 2.01% | New | 169,338 | $8.7M |
| Susquehanna International Group, LLP | 0.01% | Add +88.4% | 144,416 | $7.4M |
| Kelman-Lazarov, Inc. | 1.43% | Add +3.6% | 141,834 | $7.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.0% | 138,027 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -2.5% | 136,160 | $7.0M |
| Jane Street Group, LLC | 0.01% | Add +57.0% | 120,719 | $6.2M |
| Archvest Wealth Advisors, Inc. | 3.71% | Reduce -4.2% | 102,420 | $5.3M |
| Lutz Financial Services LLC | 0.43% | Reduce -1.2% | 95,953 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -67.3% | 94,343 | $4.9M |
| UBS Group AG | 0.00% | Reduce -0.9% | 91,956 | $4.7M |
| Sigma Planning Corp | 0.13% | Add +140.9% | 79,419 | $4.1M |
| Citadel Advisors | 0.00% | Add +114.5% | 59,521 | $3.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.6% | 59,312 | $3.1M |
| Arbor Investment Advisors, LLC | 0.42% | Add +56.9% | 55,648 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -6.9% | 55,072 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -5.5% | 54,647 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.07% | Reduce -43.7% | 47,214 | $2.4M |
| Captrust Financial Advisors | 0.01% | Reduce -16.4% | 46,712 | $2.4M |
| InterOcean Capital Group, LLC | 0.06% | No change | 45,090 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +56.2% | 37,296 | $1.9M |
| Relative Value Partners Group, LLC | 0.12% | No change | 36,621 | $1.9M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -8.8% | 35,713 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -0.6% | 35,063 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -28.3% | 31,536 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.8% | 27,978 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +6.6% | 26,510 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +121.1% | 26,505 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.2% | 25,062 | $1.3M |
| Essential Planning, LLC. | 0.64% | No change | 25,046 | $1.3M |
| Lantern Wealth Advisors, LLC | 0.87% | Add +7.8% | 24,060 | $1.2M |
| Herold Advisors, Inc. | 0.29% | Add +5.4% | 23,510 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -64.6% | 21,260 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +11.1% | 19,875 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -7.7% | 19,160 | $987K |
| Fiduciary Trust Co | 0.01% | Reduce -4.0% | 17,773 | $915K |
| Destination Wealth Management | 0.03% | Add +8.5% | 17,737 | $913K |
| Burt Wealth Advisors | 0.22% | Reduce -3.8% | 16,812 | $866K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 16,711 | $861K |
| Sowell Financial Services LLC | 0.04% | Reduce -34.8% | 16,562 | $853K |
| Motiv8 Investments LLC | 0.62% | Add +46.9% | 15,513 | $799K |
| Parkside Advisors LLC | 0.20% | Reduce -5.7% | 15,212 | $783K |
| MAS Advisors LLC | 0.89% | No change | 14,897 | $767K |
| Eagle Strategies LLC | 0.15% | New | 12,786 | $658K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -82.5% | 11,870 | $611K |
| Vertex Planning Partners, LLC | 0.16% | No change | 11,565 | $596K |
| Gould Asset Management LLC | 0.14% | Reduce -11.4% | 11,550 | $595K |
| Arkos Global Advisors | 0.10% | No change | 11,479 | $591K |
| TD Private Client Wealth LLC | 0.02% | Reduce -9.6% | 11,375 | $586K |
| Cherry Tree Wealth Management, LLC | 0.14% | No change | 10,925 | $563K |
| Courage Miller Partners, LLC | 0.18% | No change | 10,168 | $524K |
| Rehmann Capital Advisory Group | 0.04% | No change | 9,722 | $501K |
| Dimension Capital Management LLC | 0.10% | No change | 9,398 | $484K |
| Breakwater Investment Management | 0.21% | — | 9,041 | $466K |
| Regal Investment Advisors LLC | 0.03% | Reduce -4.9% | 8,521 | $439K |
| Raymond James & Associates | 0.00% | Add +4.6% | 8,309 | $428K |
| Synovus Financial Corp. | 0.01% | No change | 8,000 | $412K |
| Financial Advocates Investment Management | 0.02% | Reduce -2.7% | 7,983 | $411K |
| Tyche Wealth Partners LLC | 0.10% | Reduce -15.6% | 7,903 | $407K |
| Private Advisor Group, LLC | 0.00% | No change | 7,510 | $387K |
| Lincoln National Corp. | 0.01% | No change | 7,090 | $365K |
| Cetera Investment Advisers | 0.00% | New | 7,009 | $361K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.0% | 6,713 | $346K |
| Diversified Trust Co. | 0.01% | No change | 6,330 | $326K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,306 | $325K |
| Marathon Strategic Advisors, LLC | 0.39% | Reduce -8.6% | 6,281 | $323K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -3.1% | 6,200 | $319K |
| Aerodigm Wealth, LLC | 0.11% | Reduce -50.0% | 5,108 | $263K |
| HighTower Advisors, LLC | 0.00% | Reduce -16.3% | 5,074 | $261K |
| Atwood & Palmer Inc. | 0.02% | No change | 4,900 | $252K |
| Columbus Macro, LLC | 0.09% | No change | 4,816 | $248K |
| Peapack Gladstone Financial Corp. | 0.00% | Reduce -16.0% | 4,560 | $235K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.3% | 4,544 | $234K |
| PFG Advisors | 0.02% | Reduce -15.7% | 4,535 | $234K |
| Signet Financial Management, LLC | 0.03% | Reduce -1.2% | 4,491 | $231K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -77.3% | 4,366 | $225K |
| CFS Investment Advisory Services, LLC | 0.04% | Reduce -2.3% | 4,257 | $219K |
| Excalibur Management Corp. | 0.09% | Reduce -5.7% | 3,955 | $204K |
| StoneX Group Inc. | 0.02% | No change | 3,927 | $202K |
| Spire Wealth Management | 0.00% | Reduce -20.8% | 3,282 | $169K |
| Dogwood Wealth Management LLC | 0.09% | Reduce -31.1% | 2,571 | $132K |
| Cwm, LLC | 0.00% | Reduce -28.5% | 2,169 | $112K |
| Comerica Bank | 0.00% | Reduce -85.5% | 1,700 | $88K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 950 | $49K |
| Principal Securities, Inc. | 0.00% | Reduce -9.4% | 917 | $47K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -98.4% | 896 | $46K |
| Blair William & Co. | 0.00% | No change | 645 | $33K |
| PrairieView Partners, LLC | 0.00% | No change | 477 | $25K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 455 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 413 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -20.1% | 355 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 310 | $16K |
| Tidemark, LLC | 0.01% | No change | 259 | $13K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 235 | $12K |
| Blue Trust, Inc. | 0.00% | New | 192 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 178 | $9K |
| Studio Investment Management LLC | 0.00% | No change | 174 | $9K |
| First Manhattan Co. Llc. | 0.00% | No change | 113 | $6K |
| Hollencrest Capital Management | 0.00% | No change | 90 | $5K |
| EnRich Financial Partners LLC | 0.00% | New | 89 | $5K |
| Element Wealth, LLC | 0.00% | No change | 82 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 63 | $3K |
| St Germain D J Co. Inc. | 0.00% | New | 39 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -10.0% | 9 | $464 |
| FMR LLC | 0.00% | New | 1 | $52 |
"% 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.