PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q3 2024 (September 30)107holders +2
11new positions
9sold out
1famous investor
$52.83avg. 13F price*
At the end of Q3 2024, 107 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings, up 2 from Q2 2024. 11 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($52.2M), Bank of America Corp. ($34.4M) and Ameritas Advisory Services, LLC ($25.2M). 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 (Q3 2024)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $8.7M |
| Exits | 9 | $24.8M |
All 13F filers, Q2 2024 → Q3 2024: 271,101 shares bought and 1,206,496 shares sold, net −935,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 107 holders
| Morgan Stanley | 0.00% | Reduce -0.7% | 987,554 | $52.2M |
| Bank of America Corp. | 0.00% | Reduce -9.6% | 650,687 | $34.4M |
| Ameritas Advisory Services, LLC | 1.09% | Reduce -9.4% | 477,023 | $25.2M |
| Cwm, LLC | 0.08% | Reduce -0.2% | 370,179 | $19.6M |
| Bleakley Financial Group, LLC | 0.45% | Reduce -24.3% | 278,124 | $14.7M |
| Wells Fargo & Company | 0.00% | Reduce -5.9% | 266,040 | $14.1M |
| LPL Financial LLC | 0.01% | Reduce -23.1% | 222,258 | $11.7M |
| Tiaa Trust, National Association | 0.03% | Reduce -22.4% | 206,913 | $10.9M |
| Royal Bank of Canada | 0.00% | Reduce -33.4% | 203,130 | $10.7M |
| Bank of Nova Scotia | 0.02% | Add +26.4% | 188,735 | $10.0M |
| Kelman-Lazarov, Inc. | 1.29% | Reduce -2.8% | 142,457 | $7.5M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -3.1% | 124,011 | $6.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.2% | 114,965 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.7% | 105,491 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -16.3% | 94,902 | $5.0M |
| Lutz Financial Services LLC | 0.40% | Reduce -3.4% | 92,961 | $4.9M |
| Focus Partners Wealth | 0.01% | Add +84.0% | 82,500 | $4.4M |
| Arbor Investment Advisors, LLC | 0.57% | Add +7.2% | 82,087 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +2.3% | 78,491 | $4.1M |
| UBS Group AG | 0.00% | Reduce -0.4% | 73,527 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.08% | New | 69,417 | $3.7M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +17.3% | 58,435 | $3.1M |
| Jane Street Group, LLC | 0.00% | Reduce -45.0% | 50,965 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -6.6% | 50,708 | $2.7M |
| Truist Financial Corp. | 0.00% | Reduce -23.8% | 46,765 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.9% | 38,229 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | New | 36,274 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +12.3% | 34,117 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 31,683 | $1.7M |
| Hudson Portfolio Management LLC | 1.60% | — | 30,753 | $1.6M |
| Lantern Wealth Advisors, LLC | 0.98% | Add +8.9% | 26,649 | $1.4M |
| Herold Advisors, Inc. | 0.31% | Add +8.9% | 26,649 | $1.4M |
| Essential Planning, LLC. | 0.55% | Reduce -3.2% | 25,310 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -45.6% | 24,820 | $1.3M |
| Flow Traders U.S. LLC | 0.06% | New | 22,342 | $1.2M |
| Summit Financial, LLC | 0.04% | New | 21,440 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.6% | 20,404 | $1.1M |
| Fiduciary Trust Co | 0.01% | Reduce -0.8% | 17,638 | $932K |
| Destination Wealth Management | 0.03% | Add +0.5% | 17,171 | $907K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 16,711 | $883K |
| Motiv8 Investments LLC | 0.59% | Add +11.1% | 16,707 | $883K |
| Burt Wealth Advisors | 0.20% | No change | 15,012 | $793K |
| MAS Advisors LLC | 1.68% | No change | 14,897 | $787K |
| Allworth Financial LP | 0.00% | Reduce -12.0% | 14,692 | $776K |
| MML Investors Services, LLC | 0.00% | Reduce -57.7% | 12,818 | $677K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 11,556 | $610K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -23.6% | 11,305 | $593K |
| Gould Asset Management LLC | 0.13% | No change | 11,065 | $585K |
| Cherry Tree Wealth Management, LLC | 0.14% | Add +0.1% | 10,873 | $574K |
| Parkside Advisors LLC | 0.13% | Reduce -30.9% | 10,383 | $548K |
| Courage Miller Partners, LLC | 0.18% | No change | 10,087 | $533K |
| Rehmann Capital Advisory Group | 0.03% | No change | 9,722 | $514K |
| Jim Saulnier & Associates, LLC | 0.45% | — | 8,799 | $465K |
| Breakwater Investment Management | 0.19% | Reduce -2.4% | 8,739 | $462K |
| Vertex Planning Partners, LLC | 0.11% | Reduce -10.3% | 8,438 | $446K |
| Arkos Global Advisors | 0.06% | Reduce -28.2% | 8,169 | $432K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.6% | 8,114 | $429K |
| Synovus Financial Corp. | 0.00% | No change | 8,000 | $423K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.6% | 7,983 | $422K |
| PAX Financial Group, LLC | 0.07% | Add +1.4% | 7,821 | $413K |
| Dimension Capital Management LLC | 0.07% | Reduce -20.4% | 7,483 | $395K |
| CreativeOne Wealth, LLC | 0.01% | New | 6,861 | $362K |
| Diversified Trust Co. | 0.01% | No change | 6,330 | $334K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,306 | $333K |
| TD Private Client Wealth LLC | 0.01% | Add +68.7% | 6,270 | $331K |
| Raymond James & Associates | 0.00% | Reduce -38.6% | 6,175 | $326K |
| Cetera Investment Advisers | 0.00% | Reduce -16.9% | 5,927 | $313K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.2% | 5,894 | $312K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -38.8% | 5,607 | $296K |
| Marathon Strategic Advisors, LLC | 0.31% | Reduce -7.9% | 5,499 | $290K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -14.8% | 5,200 | $275K |
| Aerodigm Wealth, LLC | 0.17% | No change | 5,108 | $270K |
| Private Advisor Group, LLC | 0.00% | Reduce -8.5% | 5,046 | $267K |
| Atwood & Palmer Inc. | 0.02% | No change | 4,900 | $259K |
| Columbus Macro, LLC | 0.09% | Add +1.4% | 4,886 | $258K |
| JPMorgan Chase & Co. | 0.00% | Reduce -83.2% | 4,876 | $258K |
| Apella Capital, LLC | 0.01% | Add +0.0% | 4,687 | $248K |
| HighTower Advisors, LLC | 0.00% | No change | 4,639 | $244K |
| StoneX Group Inc. | 0.02% | New | 4,223 | $223K |
| Signet Financial Management, LLC | 0.03% | Reduce -5.7% | 4,205 | $222K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.6% | 4,189 | $221K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 4,150 | $219K |
| GTS Securities LLC | 0.00% | New | 4,143 | $219K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -84.9% | 4,134 | $218K |
| PFG Advisors | 0.01% | Reduce -11.1% | 4,071 | $215K |
| Dogwood Wealth Management LLC | 0.08% | Add +8.7% | 2,578 | $136K |
| Comerica Bank | 0.00% | No change | 1,691 | $89K |
| GeoWealth Management, LLC | 0.00% | Add +1.3% | 1,093 | $58K |
| Blair William & Co. | 0.00% | No change | 645 | $34K |
| Jones Financial Companies LLLP | 0.00% | Add +24.4% | 591 | $31K |
| Ridgewood Investments LLC | 0.01% | Reduce -25.0% | 476 | $25K |
| PrairieView Partners, LLC | 0.00% | No change | 477 | $25K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 455 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 413 | $22K |
| Princeton Global Asset Management LLC | 0.00% | No change | 312 | $16K |
| TD Capital Management LLC | 0.00% | New | 290 | $15K |
| Spire Wealth Management | 0.00% | No change | 200 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 178 | $9K |
| Studio Investment Management LLC | 0.00% | No change | 174 | $9K |
| EnRich Financial Partners LLC | 0.00% | No change | 89 | $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.