PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q2 2024 (June 30)105holders −8
11new positions
20sold out
1famous investor
$51.64avg. 13F price*
At the end of Q2 2024, 105 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings, down 8 from Q1 2024. 11 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($51.4M), Bank of America Corp. ($37.2M) and Ameritas Advisory Services, LLC ($27.2M). 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 2024)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $12.0M |
| Exits | 20 | $19.9M |
All 13F filers, Q1 2024 → Q2 2024: 788,302 shares bought and 887,082 shares sold, net −98,780 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 105 holders
| Morgan Stanley | 0.00% | Reduce -10.9% | 994,534 | $51.4M |
| Bank of America Corp. | 0.00% | Reduce -7.5% | 719,682 | $37.2M |
| Ameritas Advisory Services, LLC | 1.03% | Reduce -14.2% | 526,793 | $27.2M |
| Cwm, LLC | 0.09% | Add +16998.9% | 370,875 | $19.2M |
| Bleakley Financial Group, LLC | 0.55% | Reduce -1.4% | 367,602 | $19.0M |
| Simplicity Wealth,LLC | 0.43% | Reduce -1.4% | 367,602 | $19.0M |
| Royal Bank of Canada | 0.00% | Add +15.3% | 304,960 | $15.7M |
| LPL Financial LLC | 0.01% | Reduce -3.0% | 288,934 | $14.9M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 282,825 | $14.6M |
| Tiaa Trust, National Association | 0.04% | Add +2.9% | 266,495 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.9% | 151,732 | $7.8M |
| Bank of Nova Scotia | 0.02% | New | 149,380 | $7.7M |
| Kelman-Lazarov, Inc. | 1.41% | Add +3.3% | 146,518 | $7.6M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -6.0% | 128,011 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -21.5% | 113,403 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +240.4% | 107,336 | $5.6M |
| Lutz Financial Services LLC | 0.43% | Add +0.2% | 96,187 | $5.0M |
| Jane Street Group, LLC | 0.01% | Reduce -23.3% | 92,600 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.7% | 76,699 | $4.0M |
| Arbor Investment Advisors, LLC | 0.58% | Add +37.6% | 76,561 | $4.0M |
| UBS Group AG | 0.00% | Reduce -19.7% | 73,833 | $3.8M |
| Archvest Wealth Advisors, Inc. | 2.35% | Reduce -32.6% | 69,013 | $3.6M |
| Truist Financial Corp. | 0.00% | Add +12.2% | 61,333 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.1% | 58,683 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -1.4% | 54,290 | $2.8M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +5.5% | 49,828 | $2.6M |
| Citadel Advisors | 0.00% | Reduce -23.3% | 45,644 | $2.4M |
| Focus Partners Wealth | 0.01% | New | 44,830 | $2.3M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -2.2% | 34,933 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -31.6% | 31,946 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +14.7% | 30,390 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -13.6% | 30,300 | $1.6M |
| JPMorgan Chase & Co. | 0.00% | Add +3.7% | 29,024 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +3.2% | 27,364 | $1.4M |
| Essential Planning, LLC. | 0.59% | Add +4.4% | 26,146 | $1.4M |
| Lantern Wealth Advisors, LLC | 0.92% | Add +1.7% | 24,479 | $1.3M |
| Herold Advisors, Inc. | 0.29% | Add +4.1% | 24,479 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.4% | 20,952 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +2.4% | 20,345 | $1.1M |
| Fiduciary Trust Co | 0.01% | No change | 17,773 | $918K |
| Destination Wealth Management | 0.03% | Reduce -3.7% | 17,082 | $882K |
| Allworth Financial LP | 0.01% | Reduce -12.8% | 16,703 | $864K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 16,711 | $863K |
| Motiv8 Investments LLC | 0.58% | Reduce -3.1% | 15,035 | $777K |
| Parkside Advisors LLC | 0.20% | Reduce -1.3% | 15,021 | $776K |
| Burt Wealth Advisors | 0.20% | Reduce -10.7% | 15,012 | $775K |
| MAS Advisors LLC | 1.83% | No change | 14,897 | $769K |
| Sanctuary Advisors, LLC | 0.01% | — | 14,795 | $759K |
| Rockefeller Capital Management L.P. | 0.00% | New | 11,508 | $594K |
| Arkos Global Advisors | 0.10% | Reduce -0.8% | 11,382 | $588K |
| Gould Asset Management LLC | 0.13% | Reduce -4.2% | 11,065 | $571K |
| Cherry Tree Wealth Management, LLC | 0.14% | Reduce -0.6% | 10,863 | $561K |
| Courage Miller Partners, LLC | 0.19% | Reduce -0.8% | 10,087 | $521K |
| Raymond James & Associates | 0.00% | Add +21.1% | 10,064 | $520K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -60.7% | 9,845 | $508K |
| Rehmann Capital Advisory Group | 0.04% | No change | 9,722 | $502K |
| Vertex Planning Partners, LLC | 0.13% | Reduce -18.7% | 9,405 | $486K |
| Dimension Capital Management LLC | 0.10% | No change | 9,398 | $485K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.8% | 9,164 | $473K |
| Breakwater Investment Management | 0.21% | Reduce -0.9% | 8,957 | $463K |
| M Holdings Securities, Inc. | 0.06% | New | 8,685 | $448K |
| Regal Investment Advisors LLC | 0.03% | Reduce -5.5% | 8,053 | $416K |
| Financial Advocates Investment Management | 0.03% | Add +0.6% | 8,027 | $415K |
| Synovus Financial Corp. | 0.01% | No change | 8,000 | $413K |
| PAX Financial Group, LLC | 0.08% | New | 7,713 | $398K |
| Cetera Investment Advisers | 0.00% | Add +1.7% | 7,130 | $368K |
| Diversified Trust Co. | 0.01% | No change | 6,330 | $327K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,306 | $326K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.6% | 6,100 | $315K |
| Marathon Strategic Advisors, LLC | 0.36% | Reduce -5.0% | 5,970 | $308K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.2% | 5,825 | $301K |
| Private Advisor Group, LLC | 0.00% | Reduce -26.6% | 5,515 | $285K |
| Aerodigm Wealth, LLC | 0.12% | No change | 5,108 | $264K |
| Atwood & Palmer Inc. | 0.02% | No change | 4,900 | $253K |
| Columbus Macro, LLC | 0.10% | No change | 4,816 | $249K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +11.2% | 4,732 | $244K |
| Apella Capital, LLC | 0.01% | New | 4,686 | $242K |
| HighTower Advisors, LLC | 0.00% | Reduce -8.6% | 4,639 | $240K |
| PFG Advisors | 0.02% | Add +1.0% | 4,580 | $237K |
| Signet Financial Management, LLC | 0.03% | Reduce -0.7% | 4,458 | $230K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -7.2% | 4,216 | $218K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 4,150 | $214K |
| TD Private Client Wealth LLC | 0.01% | Reduce -67.3% | 3,716 | $192K |
| Dogwood Wealth Management LLC | 0.08% | Reduce -7.8% | 2,371 | $122K |
| Comerica Bank | 0.00% | Reduce -0.5% | 1,691 | $87K |
| GeoWealth Management, LLC | 0.00% | New | 1,079 | $56K |
| Principal Securities, Inc. | 0.00% | No change | 917 | $47K |
| Blair William & Co. | 0.00% | No change | 645 | $33K |
| Ridgewood Investments LLC | 0.02% | New | 635 | $33K |
| Jones Financial Companies LLLP | 0.00% | New | 475 | $25K |
| PrairieView Partners, LLC | 0.00% | No change | 477 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 455 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 413 | $21K |
| Princeton Global Asset Management LLC | 0.00% | Add +0.7% | 312 | $16K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -71.3% | 257 | $13K |
| Spire Wealth Management | 0.00% | Reduce -93.9% | 200 | $10K |
| Blue Trust, Inc. | 0.00% | No change | 192 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 178 | $9K |
| Studio Investment Management LLC | 0.00% | No change | 174 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 90 | $5K |
"% 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.