PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q4 2024 (December 31)114holders +7
11new positions
11sold out
1famous investor
$52.34avg. 13F price*
At the end of Q4 2024, 114 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings, up 7 from Q3 2024. 11 opened new positions and 11 sold out. The largest holders were Essential Planning, LLC. ($78.9M), Morgan Stanley ($47.6M) and Bank of America Corp. ($28.9M). 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 (Q4 2024)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.0M |
| Exits | 11 | $4.2M |
All 13F filers, Q3 2024 → Q4 2024: 2,240,272 shares bought and 533,134 shares sold, net +1,707,138 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 114 holders
| Essential Planning, LLC. | 0.51% | Add +5839.1% | 1,503,182 | $78.9M |
| Morgan Stanley | 0.00% | Reduce -7.8% | 910,599 | $47.6M |
| Bank of America Corp. | 0.00% | Reduce -14.9% | 553,381 | $28.9M |
| Ameritas Advisory Services, LLC | 0.89% | Add +2.9% | 490,624 | $25.7M |
| Tiaa Trust, National Association | 0.08% | Add +136.2% | 488,640 | $25.6M |
| Cwm, LLC | 0.08% | Reduce -2.1% | 362,560 | $19.0M |
| Wells Fargo & Company | 0.00% | Add +15.7% | 307,851 | $16.1M |
| Bleakley Financial Group, LLC | 0.44% | Add +0.8% | 280,199 | $14.7M |
| Bank of Nova Scotia | 0.02% | Add +28.8% | 243,000 | $12.7M |
| LPL Financial LLC | 0.00% | Reduce -18.5% | 181,197 | $9.5M |
| Royal Bank of Canada | 0.00% | Reduce -13.0% | 176,649 | $9.2M |
| Kelman-Lazarov, Inc. | 1.29% | Reduce -3.6% | 137,385 | $7.2M |
| 3EDGE Asset Management, LP | 0.41% | New | 128,645 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +6.8% | 112,636 | $5.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -10.9% | 110,431 | $5.8M |
| Citadel Advisors | 0.01% | Add +336.6% | 108,370 | $5.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.4% | 100,752 | $5.3M |
| Lutz Financial Services LLC | 0.39% | Reduce -0.8% | 92,206 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | New | 89,226 | $4.7M |
| Arbor Investment Advisors, LLC | 0.64% | Add +5.7% | 86,799 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -19.8% | 76,103 | $4.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -8.0% | 72,249 | $3.8M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -1.9% | 68,129 | $3.6M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +7.7% | 62,926 | $3.3M |
| UBS Group AG | 0.00% | Reduce -32.4% | 49,682 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -8.7% | 46,275 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -13.5% | 40,453 | $2.1M |
| Focus Partners Wealth | 0.01% | Reduce -55.4% | 36,773 | $1.9M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.7% | 36,032 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +3.7% | 35,364 | $1.8M |
| Lantern Wealth Advisors, LLC | 1.06% | Add +16.8% | 31,133 | $1.6M |
| Herold Advisors, Inc. | 0.35% | Add +16.8% | 31,133 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -39.5% | 30,842 | $1.6M |
| Hudson Portfolio Management LLC | 1.56% | Reduce -1.0% | 30,443 | $1.6M |
| Summit Financial, LLC | 0.04% | Add +2.8% | 22,045 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -30.4% | 22,048 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.8% | 19,432 | $1.0M |
| Destination Wealth Management | 0.03% | Add +9.5% | 18,801 | $983K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -51.5% | 18,543 | $970K |
| Fiduciary Trust Co | 0.01% | No change | 17,638 | $922K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 16,711 | $874K |
| Eagle Strategies LLC | 0.14% | New | 15,381 | $804K |
| Burt Wealth Advisors | 0.20% | Reduce -0.2% | 14,982 | $784K |
| Motiv8 Investments LLC | 0.55% | Reduce -10.6% | 14,938 | $781K |
| Allworth Financial LP | 0.00% | Reduce -3.0% | 14,247 | $749K |
| MML Investors Services, LLC | 0.00% | Reduce -1.1% | 12,675 | $663K |
| Cherry Tree Wealth Management, LLC | 0.15% | Add +7.4% | 11,678 | $611K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 11,593 | $606K |
| Gould Asset Management LLC | 0.12% | No change | 11,065 | $579K |
| HMV Wealth Advisors, LLC | 0.56% | — | 10,655 | $557K |
| Jim Saulnier & Associates, LLC | 0.47% | Add +17.8% | 10,365 | $542K |
| Courage Miller Partners, LLC | 0.18% | Reduce -0.0% | 10,084 | $527K |
| Rehmann Capital Advisory Group | 0.03% | No change | 9,722 | $508K |
| Raymond James Financial Inc. | 0.00% | — | 9,484 | $496K |
| Parkside Advisors LLC | 0.11% | Reduce -11.8% | 9,158 | $480K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +10.7% | 8,982 | $470K |
| Breakwater Investment Management | 0.19% | No change | 8,739 | $457K |
| Pines Wealth Management, LLC | 0.20% | — | 8,614 | $451K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -2.0% | 8,272 | $433K |
| Barnes Wealth Management Group, Inc | 0.29% | — | 8,263 | $432K |
| Synovus Financial Corp. | 0.01% | No change | 8,000 | $418K |
| Financial Advocates Investment Management | 0.02% | Reduce -1.6% | 7,858 | $411K |
| Dimension Capital Management LLC | 0.06% | No change | 7,483 | $391K |
| Signal Advisors Wealth, LLC | 0.04% | New | 6,528 | $342K |
| Diversified Trust Co. | 0.01% | No change | 6,330 | $331K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,306 | $330K |
| TD Private Client Wealth LLC | 0.01% | Reduce -2.4% | 6,121 | $320K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.0% | 5,954 | $311K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -18.8% | 5,569 | $291K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -1.3% | 5,534 | $289K |
| Marathon Strategic Advisors, LLC | 0.31% | Reduce -1.1% | 5,441 | $285K |
| Aerodigm Wealth, LLC | 0.16% | No change | 5,108 | $267K |
| Signet Financial Management, LLC | 0.03% | Add +21.4% | 5,107 | $267K |
| CogentBlue Wealth Advisors, LLC | 0.23% | — | 5,074 | $265K |
| Private Advisor Group, LLC | 0.00% | Add +0.2% | 5,056 | $264K |
| Consolidated Portfolio Review Corp | 0.04% | New | 5,000 | $261K |
| Atwood & Palmer Inc. | 0.02% | No change | 4,900 | $256K |
| Columbus Macro, LLC | 0.04% | No change | 4,886 | $256K |
| Arkos Global Advisors | 0.04% | Reduce -41.0% | 4,822 | $252K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 4,640 | $243K |
| Apella Capital, LLC | 0.01% | Reduce -5.3% | 4,437 | $232K |
| Avantax Advisory Services, Inc. | 0.00% | Add +5.1% | 4,404 | $230K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 4,150 | $217K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -4.9% | 3,932 | $206K |
| Ameriflex Group, Inc. | 0.09% | — | 3,646 | $193K |
| JPMorgan Chase & Co. | 0.00% | Reduce -30.5% | 3,389 | $177K |
| Jones Financial Companies LLLP | 0.00% | Add +396.9% | 2,937 | $154K |
| GeoWealth Management, LLC | 0.00% | Add +81.2% | 1,981 | $104K |
| MAI Capital Management | 0.00% | New | 1,956 | $102K |
| Comerica Bank | 0.00% | No change | 1,691 | $88K |
| Dogwood Wealth Management LLC | 0.03% | Reduce -55.5% | 1,146 | $60K |
| Global Retirement Partners, LLC | 0.00% | New | 1,029 | $54K |
| Blair William & Co. | 0.00% | No change | 645 | $34K |
| AE Wealth Management LLC | 0.00% | New | 563 | $29K |
| PrairieView Partners, LLC | 0.00% | No change | 477 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 455 | $24K |
| Signaturefd, LLC | 0.00% | New | 450 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 413 | $22K |
| Ridgewood Investments LLC | 0.01% | Reduce -26.5% | 350 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 312 | $16K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 291 | $15K |
| Fiduciary Advisors, Inc. | 0.01% | — | 195 | $10K |
| 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% | Reduce -1.1% | 88 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 83 | $4K |
| Element Wealth, LLC | 0.00% | No change | 82 | $4K |
| Gould Capital, LLC | 0.00% | New | 77 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 65 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 63 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 39 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 34 | $1K |
| Caldwell Trust Co | 0.00% | New | 19 | $994 |
| Allianz Asset Management GmbH | 0.00% | Reduce -52.0% | 12 | $628 |
"% 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.