PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q2 2025 (June 30)118holders +7
11new positions
9sold out
1famous investor
$53.81avg. 13F price*
At the end of Q2 2025, 118 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings, up 7 from Q1 2025. 11 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($34.5M), Bank of America Corp. ($25.4M) and Ameritas Advisory Services, LLC ($23.0M). 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 2025)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $27.7M |
| Exits | 9 | $8.9M |
All 13F filers, Q1 2025 → Q2 2025: 715,220 shares bought and 546,009 shares sold, net +169,211 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 118 holders
| Morgan Stanley | 0.00% | Reduce -1.4% | 641,352 | $34.5M |
| Bank of America Corp. | 0.00% | Reduce -9.1% | 472,309 | $25.4M |
| Ameritas Advisory Services, LLC | 1.20% | Reduce -12.0% | 427,690 | $23.0M |
| Bank of Nova Scotia | 0.04% | Reduce -14.0% | 407,364 | $21.9M |
| Bleakley Financial Group, LLC | 0.36% | Reduce -2.1% | 262,949 | $14.1M |
| Wells Fargo & Company | 0.00% | Add +0.9% | 256,934 | $13.8M |
| Tiaa Trust, National Association | 0.03% | Reduce -15.1% | 235,953 | $12.7M |
| LPL Financial LLC | 0.00% | Add +10.8% | 202,493 | $10.9M |
| Royal Bank of Canada | 0.00% | Reduce -15.1% | 174,277 | $9.4M |
| Osaic Holdings, Inc. | 0.01% | Add +2.7% | 135,559 | $7.3M |
| Kelman-Lazarov, Inc. | 1.15% | Reduce -4.0% | 131,359 | $7.1M |
| Geneos Wealth Management Inc. | 0.16% | New | 119,880 | $6.5M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +52.1% | 108,503 | $5.8M |
| IHT Wealth Management, LLC | 0.15% | New | 103,875 | $5.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 93,032 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -11.8% | 91,946 | $4.9M |
| Jane Street Group, LLC | 0.01% | Add +230.0% | 90,694 | $4.9M |
| Arbor Investment Advisors, LLC | 0.62% | Add +1.4% | 89,286 | $4.8M |
| Lutz Financial Services LLC | 0.36% | Reduce -1.2% | 85,614 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | New | 77,732 | $4.2M |
| Efficient Advisors, LLC | 0.24% | New | 74,595 | $4.0M |
| Stifel Financial Corp. | 0.00% | Add +41.6% | 66,349 | $3.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -1.6% | 66,065 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce 0.0% | 64,424 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.1% | 63,663 | $3.4M |
| D.A. Davidson & Co. | 0.02% | New | 51,305 | $2.8M |
| Captrust Financial Advisors | 0.01% | Add +146.8% | 47,898 | $2.6M |
| One Capital Management, LLC | 0.08% | New | 43,302 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +5.5% | 40,636 | $2.2M |
| UBS Group AG | 0.00% | Reduce -11.2% | 39,983 | $2.2M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.7% | 36,013 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -4.5% | 35,679 | $1.9M |
| Focus Partners Wealth | 0.00% | Reduce -0.3% | 34,885 | $1.9M |
| Lantern Wealth Advisors, LLC | 1.07% | — | 33,473 | $1.8M |
| Herold Advisors, Inc. | 0.37% | Reduce -0.4% | 33,125 | $1.8M |
| Hudson Portfolio Management LLC | 1.51% | No change | 30,043 | $1.6M |
| Flow Traders U.S. LLC | 0.05% | New | 26,335 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -56.1% | 26,223 | $1.4M |
| Destination Wealth Management | 0.04% | Add +2.2% | 24,255 | $1.3M |
| Essential Planning, LLC. | 0.48% | Reduce -3.0% | 23,996 | $1.3M |
| Summit Financial, LLC | 0.03% | Add +0.1% | 22,203 | $1.2M |
| Blue Oak Capital, LLC | 0.58% | No change | 20,675 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +16.1% | 19,930 | $1.1M |
| Eagle Strategies LLC | 0.16% | Add +5.9% | 19,907 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -63.6% | 18,046 | $971K |
| Fiduciary Trust Co | 0.01% | No change | 17,638 | $949K |
| Motiv8 Investments LLC | 0.57% | Add +1.7% | 17,351 | $934K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | No change | 16,712 | $899K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -14.1% | 16,370 | $881K |
| TD Private Client Wealth LLC | 0.02% | Add +35.3% | 15,708 | $845K |
| Burt Wealth Advisors | 0.19% | No change | 15,052 | $810K |
| Advisory Services Network, LLC | 0.01% | New | 13,591 | $731K |
| MML Investors Services, LLC | 0.00% | Add +1.2% | 12,816 | $690K |
| Cherry Tree Wealth Management, LLC | 0.15% | No change | 11,678 | $628K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -3.8% | 11,190 | $602K |
| Kestra Advisory Services, LLC | 0.00% | Add +102.2% | 10,848 | $584K |
| Allworth Financial LP | 0.00% | Reduce -24.0% | 10,831 | $583K |
| HMV Wealth Advisors, LLC | 0.38% | No change | 10,655 | $573K |
| Gould Asset Management LLC | 0.11% | Reduce -6.9% | 10,300 | $554K |
| Courage Miller Partners, LLC | 0.17% | No change | 10,084 | $543K |
| Jim Saulnier & Associates, LLC | 0.36% | Reduce -9.5% | 9,912 | $533K |
| Rehmann Capital Advisory Group | 0.03% | No change | 9,722 | $523K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.2% | 9,499 | $511K |
| Breakwater Investment Management | 0.19% | No change | 8,924 | $480K |
| Raymond James Financial Inc. | 0.00% | Add +15.0% | 8,555 | $460K |
| Vertex Planning Partners, LLC | 0.09% | Add +13.5% | 8,405 | $452K |
| Parkside Advisors LLC | 0.10% | Reduce -5.2% | 8,294 | $446K |
| Dimension Capital Management LLC | 0.06% | No change | 7,483 | $403K |
| Diversified Trust Co. | 0.01% | No change | 6,330 | $341K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,306 | $339K |
| Pines Wealth Management, LLC | 0.11% | Reduce -25.9% | 5,726 | $307K |
| Mercer Global Advisors Inc. | 0.00% | No change | 5,601 | $301K |
| Private Advisor Group, LLC | 0.00% | Add +2.1% | 5,565 | $299K |
| Synovus Financial Corp. | 0.00% | No change | 5,150 | $277K |
| Aerodigm Wealth, LLC | 0.13% | No change | 5,108 | $275K |
| CogentBlue Wealth Advisors, LLC | 0.21% | No change | 5,074 | $273K |
| Marathon Strategic Advisors, LLC | 0.25% | Reduce -6.9% | 5,067 | $273K |
| Consolidated Portfolio Review Corp | 0.04% | Reduce -2.0% | 4,952 | $266K |
| Columbus Macro, LLC | 0.03% | Add +0.5% | 4,911 | $264K |
| Signet Financial Management, LLC | 0.03% | Reduce -2.7% | 4,643 | $250K |
| HighTower Advisors, LLC | 0.00% | Reduce -2.9% | 4,542 | $244K |
| Apella Capital, LLC | 0.01% | Reduce -0.4% | 4,356 | $234K |
| HRT Financial LP | 0.00% | Reduce -34.4% | 4,327 | $232K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 4,150 | $223K |
| Detalus Advisors, LLC | 0.06% | New | 4,070 | $219K |
| Semitam Bonam LLC | 0.20% | — | 3,965 | $213K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.3% | 3,888 | $209K |
| Ameriflex Group, Inc. | 0.10% | No change | 3,646 | $196K |
| Jones Financial Companies LLLP | 0.00% | Add +31.5% | 3,376 | $181K |
| Cwm, LLC | 0.00% | Reduce -74.6% | 3,082 | $166K |
| Comerica Bank | 0.00% | Add +341.2% | 2,528 | $136K |
| MAI Capital Management | 0.00% | Add +1.3% | 1,984 | $107K |
| JPMorgan Chase & Co. | 0.00% | Add +134.4% | 1,847 | $99K |
| Global Retirement Partners, LLC | 0.00% | — | 1,384 | $74K |
| Maseco LLP | 0.00% | — | 1,115 | $60K |
| Dogwood Wealth Management LLC | 0.03% | No change | 1,097 | $59K |
| Atwood & Palmer Inc. | 0.00% | Reduce -82.2% | 800 | $43K |
| Blair William & Co. | 0.00% | No change | 645 | $35K |
| AE Wealth Management LLC | 0.00% | Add +1.4% | 572 | $31K |
| 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% | No change | 380 | $20K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 362 | $19K |
| Ridgewood Investments LLC | 0.01% | No change | 350 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -38.4% | 338 | $18K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -67.1% | 312 | $17K |
| Princeton Global Asset Management LLC | 0.00% | No change | 312 | $17K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | New | 200 | $11K |
| Fiduciary Advisors, Inc. | 0.01% | Add +1.5% | 198 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | New | 89 | $5K |
| McIlrath & Eck, LLC | 0.00% | Reduce -50.0% | 89 | $5K |
| Darwin Wealth Management, LLC | 0.00% | Reduce -1.2% | 82 | $4K |
| Garrison Bradford & Associates Inc. | 0.00% | No change | 73 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 65 | $3K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 34 | $1K |
| Assetmark, Inc. | 0.00% | No change | 13 | $700 |
| FMR LLC | 0.00% | Reduce -95.5% | 3 | $160 |
"% 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.