PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q4 2025 (December 31)121holders +5
16new positions
14sold out
1famous investor
$53.63avg. 13F price*
At the end of Q4 2025, 121 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings, up 5 from Q3 2025. 16 opened new positions and 14 sold out. The largest holders were Bank of America Corp. ($29.6M), Morgan Stanley ($27.5M) and Ameritas Advisory Services, LLC ($19.6M). 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 2025)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $27.2M |
| Exits | 14 | $20.1M |
All 13F filers, Q3 2025 → Q4 2025: 922,649 shares bought and 748,058 shares sold, net +174,591 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 121 holders
| Bank of America Corp. | 0.00% | Add +9.0% | 550,845 | $29.6M |
| Morgan Stanley | 0.00% | Reduce -11.0% | 513,365 | $27.5M |
| Ameritas Advisory Services, LLC | 0.73% | New | 364,904 | $19.6M |
| Bank of Nova Scotia | 0.02% | Reduce -23.5% | 274,896 | $14.8M |
| Eagle Strategies LLC | 1.83% | Add +6.5% | 266,313 | $14.3M |
| Bleakley Financial Group, LLC | 0.24% | Reduce -2.3% | 254,517 | $13.7M |
| Wells Fargo & Company | 0.00% | Add +0.0% | 250,533 | $13.4M |
| Tiaa Trust, National Association | 0.03% | Reduce -5.5% | 220,523 | $11.8M |
| LPL Financial LLC | 0.00% | Reduce -12.3% | 202,586 | $10.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +60.3% | 156,514 | $8.4M |
| Kelman-Lazarov, Inc. | 1.03% | Add +1.7% | 135,060 | $7.2M |
| Royal Bank of Canada | 0.00% | Add +1.1% | 133,509 | $7.2M |
| Osaic Holdings, Inc. | 0.01% | Add +0.3% | 129,948 | $7.0M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +8.7% | 127,875 | $6.9M |
| Arbor Investment Advisors, LLC | 0.67% | Add +6.5% | 94,534 | $5.1M |
| Jane Street Group, LLC | 0.01% | Add +134.3% | 92,897 | $5.0M |
| Flow Traders U.S. LLC | 0.16% | Add +373.7% | 91,777 | $4.9M |
| Stifel Financial Corp. | 0.00% | Add +5.9% | 89,326 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1.7% | 88,014 | $4.7M |
| Optimus Capital Advisors, LLC | 2.69% | — | 85,582 | $4.6M |
| Lutz Financial Services LLC | 0.29% | Reduce -7.9% | 78,868 | $4.2M |
| Focus Partners Wealth | 0.00% | Add +114.3% | 68,120 | $3.7M |
| Ameriprise Financial Inc. | 0.00% | Add +2.5% | 64,130 | $3.4M |
| D.A. Davidson & Co. | 0.02% | Add +11.3% | 63,400 | $3.4M |
| IHT Wealth Management, LLC | 0.08% | Reduce -43.9% | 63,298 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -22.2% | 56,468 | $3.0M |
| Captrust Financial Advisors | 0.00% | Reduce -8.1% | 44,593 | $2.4M |
| Lantern Wealth Advisors, LLC | 1.22% | Add +31.9% | 42,885 | $2.3M |
| UBS Group AG | 0.00% | Add +2.1% | 41,412 | $2.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +2.3% | 41,369 | $2.2M |
| Citadel Advisors | 0.00% | New | 37,319 | $2.0M |
| Truist Financial Corp. | 0.00% | Add +0.6% | 36,579 | $2.0M |
| Hudson Portfolio Management LLC | 1.58% | Add +8.0% | 34,211 | $1.8M |
| Belleair Asset Management, LLC | 1.60% | — | 31,281 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Add +51.6% | 30,280 | $1.6M |
| Raymond James Financial Inc. | 0.00% | Add +268.0% | 27,947 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +114.8% | 27,607 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +1248.2% | 26,640 | $1.4M |
| Motiv8 Investments LLC | 0.65% | Add +1.8% | 22,200 | $1.2M |
| Essential Planning, LLC. | 0.36% | Reduce -0.6% | 20,776 | $1.1M |
| Summit Financial, LLC | 0.02% | Reduce -7.4% | 20,073 | $1.1M |
| Destination Wealth Management | 0.03% | Reduce -31.8% | 19,825 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -18.4% | 19,815 | $1.1M |
| Rehmann Capital Advisory Group | 0.05% | No change | 19,499 | $1.0M |
| TD Private Client Wealth LLC | 0.02% | Add +4.6% | 18,229 | $978K |
| Fiduciary Trust Co | 0.01% | No change | 17,638 | $946K |
| Creative Planning | 0.00% | New | 16,986 | $911K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -0.0% | 16,710 | $897K |
| Ascent Group, LLC | 0.03% | New | 16,477 | $884K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 16,370 | $878K |
| Advisory Services Network, LLC | 0.01% | Add +0.7% | 14,094 | $756K |
| Cherry Tree Wealth Management, LLC | 0.15% | Add +14.1% | 13,279 | $713K |
| MML Investors Services, LLC | 0.00% | Add +16.4% | 12,666 | $680K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.4% | 11,687 | $627K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -5.5% | 11,480 | $616K |
| WCG Wealth Advisors LLC | 0.02% | New | 11,400 | $612K |
| Gallagher Capital Advisors, LLC | 0.39% | New | 13,939 | $597K |
| HMV Wealth Advisors, LLC | 0.29% | No change | 10,655 | $572K |
| Gould Asset Management LLC | 0.10% | Reduce -1.8% | 10,110 | $543K |
| Courage Miller Partners, LLC | 0.16% | Reduce -0.0% | 10,084 | $541K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 9,746 | $523K |
| Allworth Financial LP | 0.00% | Reduce -7.0% | 9,664 | $519K |
| Montag A & Associates Inc. | 0.02% | New | 9,385 | $505K |
| Jim Saulnier & Associates, LLC | 0.24% | Reduce -1.0% | 8,622 | $463K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -2.9% | 8,225 | $441K |
| Breakwater Investment Management | 0.16% | No change | 8,219 | $441K |
| Cetera Investment Advisers | 0.00% | Add +59.0% | 7,854 | $421K |
| NorthRock Partners, LLC | 0.01% | New | 7,844 | $421K |
| Dimension Capital Management LLC | 0.06% | No change | 7,483 | $402K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.2% | 6,808 | $365K |
| Jones Financial Companies LLLP | 0.00% | Add +34.8% | 6,579 | $353K |
| Kestra Advisory Services, LLC | 0.00% | Add +19.1% | 6,557 | $352K |
| Diversified Trust Co. | 0.01% | No change | 6,330 | $340K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,306 | $338K |
| Mercer Global Advisors Inc. | 0.00% | Add +3.6% | 5,802 | $311K |
| Mezzasalma Advisors, LLC | 0.07% | New | 5,774 | $310K |
| IRON Financial LLC | 0.14% | Add +0.6% | 5,498 | $295K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.7% | 5,335 | $286K |
| Breakwater Capital Group | 0.04% | New | 5,289 | $284K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 5,150 | $276K |
| Pines Wealth Management, LLC | 0.09% | No change | 5,134 | $275K |
| Marathon Strategic Advisors, LLC | 0.20% | Reduce -2.6% | 4,994 | $268K |
| Cerity Partners LLC | 0.00% | New | 4,554 | $244K |
| HighTower Advisors, LLC | 0.00% | No change | 4,542 | $244K |
| Signet Financial Management, LLC | 0.03% | Reduce -5.3% | 4,286 | $230K |
| Aerodigm Wealth, LLC | 0.09% | Reduce -16.2% | 4,280 | $230K |
| Arkos Global Advisors | 0.03% | Add +0.0% | 4,275 | $229K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 4,150 | $223K |
| Western Reserve Capital Management, LLC | 0.21% | — | 4,118 | $221K |
| Midwest Trust Co | 0.00% | New | 4,100 | $220K |
| Apella Capital, LLC | 0.00% | Reduce -4.0% | 3,989 | $214K |
| Cambient Family Office, LLC | 0.03% | — | 3,721 | $200K |
| Comerica Bank | 0.00% | Reduce -0.5% | 2,513 | $135K |
| Cwm, LLC | 0.00% | Reduce -3.2% | 2,379 | $128K |
| MAI Capital Management | 0.00% | Reduce -1.9% | 1,963 | $105K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -34.8% | 1,685 | $90K |
| Maseco LLP | 0.00% | No change | 1,115 | $60K |
| Dogwood Wealth Management LLC | 0.03% | No change | 1,097 | $59K |
| Global Retirement Partners, LLC | 0.00% | Reduce -14.2% | 1,029 | $55K |
| KERR FINANCIAL PLANNING Corp | 0.07% | Add +100.4% | 906 | $49K |
"% 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.