PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q3 2025 (September 30)116holders −2
14new positions
13sold out
$54.21avg. 13F price*
At the end of Q3 2025, 116 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings, down 2 from Q2 2025. 14 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($31.3M), Bank of America Corp. ($27.4M) and Bank of Nova Scotia ($19.5M).
- Company
- PIMCO 1-5 Year US Tips Index
- Filed as
- PIMCO ETF TR (Q3 2025)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $14.4M |
| Exits | 13 | $30.5M |
All 13F filers, Q2 2025 → Q3 2025: 670,991 shares bought and 988,273 shares sold, net −317,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Morgan Stanley | 0.00% | Reduce -10.0% | 576,929 | $31.3M |
| Bank of America Corp. | 0.00% | Add +7.0% | 505,367 | $27.4M |
| Bank of Nova Scotia | 0.03% | Reduce -11.7% | 359,530 | $19.5M |
| Bleakley Financial Group, LLC | 0.33% | Reduce -1.0% | 260,398 | $14.1M |
| Wells Fargo & Company | 0.00% | Reduce -2.5% | 250,499 | $13.6M |
| Eagle Strategies LLC | 1.81% | Add +1156.7% | 250,175 | $13.6M |
| Tiaa Trust, National Association | 0.03% | Reduce -1.1% | 233,351 | $12.6M |
| LPL Financial LLC | 0.00% | Add +14.1% | 231,098 | $12.5M |
| 3EDGE Asset Management, LP | 0.57% | New | 186,196 | $10.1M |
| Kelman-Lazarov, Inc. | 1.07% | Add +1.1% | 132,770 | $7.2M |
| Royal Bank of Canada | 0.00% | Reduce -24.2% | 132,086 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.4% | 129,559 | $7.0M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +8.4% | 117,598 | $6.4M |
| IHT Wealth Management, LLC | 0.15% | Add +8.6% | 112,786 | $6.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +51.6% | 97,658 | $5.3M |
| Arbor Investment Advisors, LLC | 0.61% | Reduce -0.6% | 88,739 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.0% | 86,542 | $4.7M |
| Lutz Financial Services LLC | 0.34% | No change | 85,614 | $4.6M |
| NewEdge Advisors, LLC | 0.02% | Add +9.4% | 85,053 | $4.6M |
| Stifel Financial Corp. | 0.00% | Add +27.1% | 84,331 | $4.6M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -21.0% | 72,596 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.7% | 62,594 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -10.9% | 58,855 | $3.2M |
| D.A. Davidson & Co. | 0.02% | Add +11.0% | 56,958 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +1.3% | 48,536 | $2.6M |
| UBS Group AG | 0.00% | Add +1.5% | 40,573 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -0.5% | 40,424 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -56.3% | 39,651 | $2.1M |
| One Capital Management, LLC | 0.07% | Reduce -11.0% | 38,557 | $2.1M |
| NorthCoast Asset Management LLC | 0.01% | Add +1.0% | 36,368 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +1.9% | 36,346 | $2.0M |
| Lantern Wealth Advisors, LLC | 0.92% | Reduce -2.9% | 32,510 | $1.8M |
| Focus Partners Wealth | 0.00% | Reduce -8.9% | 31,783 | $1.7M |
| Hudson Portfolio Management LLC | 1.52% | Add +5.5% | 31,686 | $1.7M |
| Destination Wealth Management | 0.04% | Add +19.8% | 29,059 | $1.6M |
| Composition Wealth, LLC | 0.02% | New | 24,289 | $1.3M |
| Motiv8 Investments LLC | 0.63% | Add +25.7% | 21,816 | $1.2M |
| Summit Financial, LLC | 0.02% | Reduce -2.4% | 21,670 | $1.2M |
| Essential Planning, LLC. | 0.39% | Reduce -12.9% | 20,908 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 19,976 | $1.1M |
| Rehmann Capital Advisory Group | 0.06% | Add +100.6% | 19,499 | $1.1M |
| Flow Traders U.S. LLC | 0.04% | Reduce -26.4% | 19,375 | $1.1M |
| Fiduciary Trust Co | 0.01% | No change | 17,638 | $956K |
| TD Private Client Wealth LLC | 0.02% | Add +10.9% | 17,426 | $944K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +0.0% | 16,713 | $905K |
| Steward Partners Investment Advisory, LLC | 0.01% | No change | 16,370 | $887K |
| Burt Wealth Advisors | 0.20% | No change | 15,052 | $815K |
| Advisory Services Network, LLC | 0.01% | Add +3.0% | 13,993 | $758K |
| Perennial Investment Advisors, LLC | 0.06% | New | 13,189 | $715K |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.0% | 12,855 | $696K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 12,143 | $658K |
| Cherry Tree Wealth Management, LLC | 0.14% | Reduce -0.3% | 11,641 | $631K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 11,298 | $612K |
| MML Investors Services, LLC | 0.00% | Reduce -15.1% | 10,880 | $589K |
| HMV Wealth Advisors, LLC | 0.32% | No change | 10,655 | $577K |
| Allworth Financial LP | 0.00% | Reduce -4.1% | 10,391 | $563K |
| Gould Asset Management LLC | 0.10% | No change | 10,300 | $558K |
| Courage Miller Partners, LLC | 0.16% | Add +0.0% | 10,087 | $546K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.2% | 9,477 | $513K |
| Jim Saulnier & Associates, LLC | 0.26% | Reduce -12.1% | 8,711 | $472K |
| Vertex Planning Partners, LLC | 0.09% | Add +0.8% | 8,469 | $459K |
| Breakwater Investment Management | 0.16% | Reduce -7.9% | 8,219 | $445K |
| Raymond James Financial Inc. | 0.00% | Reduce -11.2% | 7,594 | $411K |
| Dimension Capital Management LLC | 0.06% | No change | 7,483 | $405K |
| KWB Wealth | 0.04% | New | 7,266 | $391K |
| Natural Investments, LLC | 0.09% | New | 3,568 | $352K |
| Diversified Trust Co. | 0.01% | No change | 6,330 | $343K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,306 | $342K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2990.0% | 6,180 | $335K |
| Private Advisor Group, LLC | 0.00% | Add +3.6% | 5,765 | $312K |
| Mercer Global Advisors Inc. | 0.00% | No change | 5,601 | $303K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -49.2% | 5,507 | $298K |
| IRON Financial LLC | 0.14% | New | 5,465 | $296K |
| Synovus Financial Corp. | 0.00% | No change | 5,150 | $279K |
| Pines Wealth Management, LLC | 0.09% | Reduce -10.3% | 5,134 | $278K |
| Marathon Strategic Advisors, LLC | 0.22% | Add +1.2% | 5,129 | $278K |
| Aerodigm Wealth, LLC | 0.12% | No change | 5,108 | $276K |
| CogentBlue Wealth Advisors, LLC | 0.19% | No change | 5,074 | $275K |
| Consolidated Portfolio Review Corp | 0.03% | No change | 4,952 | $268K |
| Cetera Investment Advisers | 0.00% | New | 4,941 | $268K |
| Jones Financial Companies LLLP | 0.00% | Add +44.6% | 4,881 | $264K |
| HighTower Advisors, LLC | 0.00% | No change | 4,542 | $246K |
| Signet Financial Management, LLC | 0.03% | Reduce -2.5% | 4,526 | $245K |
| Arkos Global Advisors | 0.03% | New | 4,274 | $232K |
| Apella Capital, LLC | 0.01% | Reduce -4.7% | 4,153 | $225K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 4,150 | $225K |
| Detalus Advisors, LLC | 0.06% | Reduce -1.2% | 4,020 | $218K |
| Semitam Bonam LLC | 0.18% | Reduce -4.9% | 3,770 | $204K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -97.8% | 2,583 | $140K |
| Comerica Bank | 0.00% | Reduce -0.1% | 2,526 | $137K |
| Cwm, LLC | 0.00% | Reduce -20.3% | 2,457 | $133K |
| MAI Capital Management | 0.00% | Add +0.9% | 2,002 | $108K |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 1,976 | $107K |
| Global Retirement Partners, LLC | 0.00% | Reduce -13.4% | 1,199 | $65K |
| Maseco LLP | 0.00% | No change | 1,115 | $60K |
| Dogwood Wealth Management LLC | 0.03% | No change | 1,097 | $59K |
| Atwood & Palmer Inc. | 0.00% | No change | 800 | $43K |
| Cornerstone Planning Group LLC | 0.01% | New | 423 | $40K |
| Blair William & Co. | 0.00% | No change | 645 | $35K |
| AE Wealth Management LLC | 0.00% | Add +1.1% | 578 | $31K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 452 | $24K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 380 | $21K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 362 | $20K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -21.8% | 323 | $17K |
| Princeton Global Asset Management LLC | 0.00% | No change | 312 | $17K |
| Wealthspire Advisors, LLC | 0.00% | New | 211 | $11K |
| Fifth Third Bancorp | 0.00% | New | 207 | $11K |
| Fiduciary Advisors, Inc. | 0.01% | Add +1.0% | 200 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -43.0% | 178 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 89 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 82 | $4K |
| Harbour Investments, Inc. | 0.00% | New | 76 | $4K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 65 | $4K |
| Tortoise Investment Management, LLC | 0.00% | New | 20 | $1K |
| Assetmark, Inc. | 0.00% | No change | 13 | $704 |
| FMR LLC | 0.00% | Add +66.7% | 5 | $278 |
"% 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.