PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q1 2025 (March 31)111holders −3
13new positions
14sold out
1famous investor
$54.02avg. 13F price*
At the end of Q1 2025, 111 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings, down 3 from Q4 2024. 13 opened new positions and 14 sold out. The largest holders were Morgan Stanley ($35.1M), Bank of America Corp. ($28.1M) and Ameritas Advisory Services, LLC ($26.3M). 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 2025)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $4.5M |
| Exits | 14 | $8.3M |
All 13F filers, Q4 2024 → Q1 2025: 496,325 shares bought and 2,721,913 shares sold, net −2,225,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 111 holders
| Morgan Stanley | 0.00% | Reduce -28.6% | 650,492 | $35.1M |
| Bank of America Corp. | 0.00% | Reduce -6.1% | 519,672 | $28.1M |
| Ameritas Advisory Services, LLC | 1.06% | Reduce -0.9% | 486,238 | $26.3M |
| Bank of Nova Scotia | 0.06% | Add +94.9% | 473,650 | $25.6M |
| Tiaa Trust, National Association | 0.05% | Reduce -43.1% | 277,986 | $15.0M |
| Bleakley Financial Group, LLC | 0.47% | Reduce -4.2% | 268,485 | $14.5M |
| Wells Fargo & Company | 0.00% | Reduce -17.3% | 254,508 | $13.7M |
| Royal Bank of Canada | 0.00% | Add +16.2% | 205,213 | $11.1M |
| LPL Financial LLC | 0.00% | Add +0.9% | 182,764 | $9.9M |
| Kelman-Lazarov, Inc. | 1.34% | Reduce -0.4% | 136,869 | $7.4M |
| Osaic Holdings, Inc. | 0.02% | Add +17.1% | 131,945 | $7.1M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -5.6% | 104,256 | $5.6M |
| GeoWealth Management, LLC | 0.22% | Add +5059.3% | 102,205 | $5.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -9.0% | 91,659 | $5.0M |
| Arbor Investment Advisors, LLC | 0.65% | Add +1.4% | 88,006 | $4.8M |
| Lutz Financial Services LLC | 0.38% | Reduce -6.0% | 86,632 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +13.4% | 71,353 | $3.9M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -1.4% | 67,161 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -10.0% | 65,054 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -27.8% | 64,425 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -21.4% | 59,803 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -54.3% | 49,559 | $2.7M |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 46,870 | $2.5M |
| UBS Group AG | 0.00% | Reduce -9.3% | 45,048 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +8.9% | 38,515 | $2.1M |
| Truist Financial Corp. | 0.00% | Reduce -7.6% | 37,365 | $2.0M |
| Silver Oak Securities, Incorporated | 0.18% | New | 36,361 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -0.8% | 35,760 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -4.9% | 34,971 | $1.9M |
| Herold Advisors, Inc. | 0.39% | Add +6.8% | 33,257 | $1.8M |
| Hudson Portfolio Management LLC | 1.56% | Reduce -1.3% | 30,043 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -10.9% | 27,486 | $1.5M |
| Essential Planning, LLC. | 0.54% | Reduce -98.3% | 24,747 | $1.3M |
| Destination Wealth Management | 0.04% | Add +26.2% | 23,724 | $1.3M |
| Summit Financial, LLC | 0.03% | Add +0.6% | 22,173 | $1.2M |
| Blue Oak Capital, LLC | 0.62% | New | 20,675 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -12.0% | 19,405 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.9% | 19,059 | $1.0M |
| Eagle Strategies LLC | 0.18% | Add +22.2% | 18,793 | $1.0M |
| Fiduciary Trust Co | 0.01% | No change | 17,638 | $953K |
| Foundations Investment Advisors, LLC | 0.02% | New | 17,499 | $945K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.4% | 17,174 | $928K |
| Motiv8 Investments LLC | 0.61% | Add +14.3% | 17,067 | $922K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +0.0% | 16,712 | $903K |
| Burt Wealth Advisors | 0.20% | Add +0.5% | 15,052 | $813K |
| Allworth Financial LP | 0.00% | No change | 14,247 | $768K |
| MML Investors Services, LLC | 0.00% | Reduce -0.1% | 12,663 | $684K |
| Cwm, LLC | 0.00% | Reduce -96.7% | 12,113 | $654K |
| Cherry Tree Wealth Management, LLC | 0.15% | No change | 11,678 | $631K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 11,637 | $629K |
| TD Private Client Wealth LLC | 0.02% | Add +89.7% | 11,612 | $627K |
| Gould Asset Management LLC | 0.12% | No change | 11,065 | $598K |
| Jim Saulnier & Associates, LLC | 0.46% | Add +5.7% | 10,957 | $592K |
| HMV Wealth Advisors, LLC | 0.46% | No change | 10,655 | $576K |
| Courage Miller Partners, LLC | 0.18% | No change | 10,084 | $545K |
| Rehmann Capital Advisory Group | 0.03% | No change | 9,722 | $525K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.4% | 8,946 | $483K |
| Breakwater Investment Management | 0.21% | Add +2.1% | 8,924 | $482K |
| Parkside Advisors LLC | 0.11% | Reduce -4.5% | 8,748 | $473K |
| Financial Advocates Investment Management | 0.03% | Add +0.1% | 7,865 | $425K |
| Pines Wealth Management, LLC | 0.19% | Reduce -10.3% | 7,731 | $416K |
| Dimension Capital Management LLC | 0.07% | No change | 7,483 | $404K |
| Raymond James Financial Inc. | 0.00% | Reduce -21.5% | 7,442 | $402K |
| Vertex Planning Partners, LLC | 0.09% | Reduce -10.5% | 7,405 | $400K |
| HRT Financial LP | 0.00% | New | 6,600 | $356K |
| Diversified Trust Co. | 0.01% | No change | 6,330 | $342K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,306 | $341K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.9% | 5,601 | $303K |
| Private Advisor Group, LLC | 0.00% | Add +7.8% | 5,452 | $295K |
| Marathon Strategic Advisors, LLC | 0.32% | No change | 5,441 | $294K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.0% | 5,365 | $290K |
| Synovus Financial Corp. | 0.00% | Reduce -35.6% | 5,150 | $278K |
| Aerodigm Wealth, LLC | 0.15% | No change | 5,108 | $276K |
| CogentBlue Wealth Advisors, LLC | 0.24% | No change | 5,074 | $274K |
| Consolidated Portfolio Review Corp | 0.04% | Add +1.0% | 5,051 | $273K |
| Columbus Macro, LLC | 0.03% | No change | 4,886 | $264K |
| Signet Financial Management, LLC | 0.03% | Reduce -6.6% | 4,772 | $258K |
| HighTower Advisors, LLC | 0.00% | Add +0.8% | 4,677 | $253K |
| Atwood & Palmer Inc. | 0.02% | Reduce -8.2% | 4,500 | $243K |
| Apella Capital, LLC | 0.01% | Reduce -1.4% | 4,374 | $234K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 4,150 | $224K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -11.9% | 3,878 | $209K |
| Ameriflex Group, Inc. | 0.08% | No change | 3,646 | $197K |
| Jones Financial Companies LLLP | 0.00% | Reduce -12.6% | 2,567 | $139K |
| MAI Capital Management | 0.00% | Add +0.1% | 1,959 | $106K |
| Dogwood Wealth Management LLC | 0.03% | Reduce -4.3% | 1,097 | $59K |
| Farther Finance Advisors, LLC | 0.00% | New | 948 | $51K |
| JPMorgan Chase & Co. | 0.00% | Reduce -76.8% | 788 | $43K |
| Blair William & Co. | 0.00% | No change | 645 | $35K |
| Comerica Bank | 0.00% | Reduce -66.1% | 573 | $31K |
| AE Wealth Management LLC | 0.00% | Add +0.2% | 564 | $30K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 549 | $30K |
| PrairieView Partners, LLC | 0.00% | No change | 477 | $25K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 413 | $22K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -16.5% | 380 | $21K |
| Ridgewood Investments LLC | 0.01% | No change | 350 | $19K |
| Princeton Global Asset Management LLC | 0.00% | No change | 312 | $17K |
| TD Capital Management LLC | 0.00% | Add +0.3% | 292 | $16K |
| IFP Advisors, Inc | 0.00% | New | 200 | $11K |
| Fiduciary Advisors, Inc. | 0.01% | No change | 195 | $11K |
| McIlrath & Eck, LLC | 0.00% | No change | 178 | $10K |
| Studio Investment Management LLC | 0.00% | No change | 174 | $9K |
| Darwin Wealth Management, LLC | 0.00% | No change | 83 | $4K |
| Garrison Bradford & Associates Inc. | 0.00% | New | 73 | $4K |
| FMR LLC | 0.00% | New | 67 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 65 | $4K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 38 | $2K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 34 | $2K |
| Assetmark, Inc. | 0.00% | New | 13 | $702 |
| POM Investment Strategies, LLC | 0.00% | New | 12 | $648 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $54 |
"% 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.