PIMCO 1-5 Year US Tips IndexSTPZETF
13F holders, Q1 2026 (March 31)116holders −5
8new positions
11sold out
1famous investor
$54.11avg. 13F price*
At the end of Q1 2026, 116 institutions reported holding PIMCO 1-5 Year US Tips Index (STPZ) in their 13F filings, down 5 from Q4 2025. 8 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($35.0M), Morgan Stanley ($24.9M) and Ameritas Advisory Services, LLC ($19.8M). 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 2026)
- CUSIP
- 72201R205
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $11.9M |
| Exits | 11 | $10.2M |
All 13F filers, Q4 2025 → Q1 2026: 459,217 shares bought and 497,496 shares sold, net −38,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 116 holders
| Bank of America Corp. | 0.00% | Add +17.4% | 646,919 | $35.0M |
| Morgan Stanley | 0.00% | Reduce -10.4% | 460,160 | $24.9M |
| Ameritas Advisory Services, LLC | 0.77% | Add +0.1% | 365,080 | $19.8M |
| Bank of Nova Scotia | 0.03% | Add +2.0% | 280,542 | $15.2M |
| Eagle Strategies LLC | 1.78% | Add +3.4% | 275,311 | $14.9M |
| Bleakley Financial Group, LLC | 0.22% | Add +0.1% | 254,712 | $13.8M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 246,427 | $13.3M |
| LPL Financial LLC | 0.00% | Add +7.4% | 217,622 | $11.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.8% | 175,053 | $9.5M |
| Royal Bank of Canada | 0.00% | Add +9.9% | 146,747 | $7.9M |
| Elevation Capital Advisory, LLC | 3.32% | New | 143,984 | $7.8M |
| Great Valley Advisor Group, Inc. | 0.13% | Add +5.2% | 134,563 | $7.3M |
| Kelman-Lazarov, Inc. | 1.01% | Reduce -3.5% | 130,364 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -4.6% | 123,912 | $6.7M |
| Tiaa Trust, National Association | 0.39% | Reduce -46.5% | 117,895 | $6.4M |
| Arbor Investment Advisors, LLC | 0.68% | Add +2.0% | 96,423 | $5.2M |
| Optimus Capital Advisors, LLC | 3.05% | Add +11.4% | 95,368 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +2.4% | 91,469 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.7% | 80,384 | $4.3M |
| Lutz Financial Services LLC | 0.28% | Reduce -2.9% | 76,584 | $4.1M |
| D.A. Davidson & Co. | 0.02% | Add +5.8% | 67,081 | $3.6M |
| Focus Partners Wealth | 0.00% | Reduce -1.9% | 66,851 | $3.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.01% | — | 66,687 | $3.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 63,845 | $3.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +11.6% | 62,993 | $3.4M |
| Captrust Financial Advisors | 0.01% | Add +39.1% | 62,032 | $3.4M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 53,245 | $2.9M |
| Lantern Wealth Advisors, LLC | 1.21% | Add +1.5% | 43,535 | $2.4M |
| UBS Group AG | 0.00% | Add +3.3% | 42,768 | $2.3M |
| Citadel Advisors | 0.00% | Add +12.8% | 42,116 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +0.5% | 41,581 | $2.2M |
| Truist Financial Corp. | 0.00% | Reduce -4.3% | 35,021 | $1.9M |
| Hudson Portfolio Management LLC | 1.56% | Add +0.1% | 34,248 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.2% | 29,927 | $1.6M |
| Belleair Asset Management, LLC | 1.38% | Reduce -10.5% | 28,000 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.7% | 27,188 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Add +0.0% | 26,651 | $1.4M |
| Summit Financial, LLC | 0.02% | Add +22.0% | 24,494 | $1.3M |
| Destination Wealth Management | 0.03% | Add +8.7% | 21,548 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.3% | 21,172 | $1.1M |
| Essential Planning, LLC. | 0.34% | Reduce -5.2% | 19,698 | $1.1M |
| Rehmann Capital Advisory Group | 0.05% | No change | 19,499 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -81.1% | 17,543 | $949K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +79.1% | 17,456 | $944K |
| Creative Planning | 0.00% | Reduce -0.3% | 16,941 | $917K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 16,710 | $904K |
| Ascent Group, LLC | 0.03% | Reduce -2.5% | 16,061 | $869K |
| TD Private Client Wealth LLC | 0.02% | Reduce -14.8% | 15,531 | $840K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.9% | 14,425 | $780K |
| Cetera Investment Advisers | 0.00% | Add +81.7% | 14,272 | $772K |
| Advisory Services Network, LLC | 0.01% | Add +0.4% | 14,154 | $766K |
| Fiduciary Trust Co | 0.01% | Reduce -19.8% | 14,138 | $765K |
| Cherry Tree Wealth Management, LLC | 0.15% | Reduce -0.5% | 13,219 | $715K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 12,854 | $695K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.3% | 11,723 | $634K |
| WCG Wealth Advisors LLC | 0.02% | No change | 11,400 | $617K |
| HMV Wealth Advisors, LLC | 0.27% | No change | 10,655 | $577K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -10.3% | 10,300 | $557K |
| Courage Miller Partners, LLC | 0.15% | No change | 10,084 | $546K |
| Gould Asset Management LLC | 0.09% | Reduce -0.6% | 10,050 | $544K |
| Montag A & Associates Inc. | 0.02% | No change | 9,385 | $508K |
| Allworth Financial LP | 0.00% | Reduce -3.1% | 9,368 | $507K |
| Vertex Planning Partners, LLC | 0.09% | Add +9.2% | 8,981 | $486K |
| KFA Private Wealth Group, LLC | 0.11% | New | 8,580 | $464K |
| Jim Saulnier & Associates, LLC | 0.22% | Reduce -3.8% | 8,291 | $449K |
| Kestra Advisory Services, LLC | 0.00% | Add +25.8% | 8,247 | $446K |
| Breakwater Investment Management | 0.16% | Reduce -0.7% | 8,159 | $441K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.2% | 7,827 | $424K |
| Dimension Capital Management LLC | 0.06% | No change | 7,483 | $405K |
| Jones Financial Companies LLLP | 0.00% | Add +5.3% | 6,925 | $373K |
| Evanson Asset Management, LLC | 0.02% | No change | 6,306 | $341K |
| Mezzasalma Advisors, LLC | 0.09% | Add +6.3% | 6,140 | $332K |
| Breakwater Capital Group | 0.04% | Add +14.9% | 6,078 | $329K |
| Diversified Trust Co. | 0.01% | Reduce -5.2% | 6,000 | $325K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.4% | 5,607 | $303K |
| Composition Wealth, LLC | 0.00% | Reduce -71.7% | 5,600 | $303K |
| IRON Financial LLC | 0.13% | Add +0.2% | 5,507 | $298K |
| MML Investors Services, LLC | 0.00% | Reduce -56.9% | 5,466 | $296K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 5,150 | $279K |
| Pines Wealth Management, LLC | 0.09% | No change | 5,134 | $278K |
| Marathon Strategic Advisors, LLC | 0.19% | Reduce -0.6% | 4,964 | $269K |
| HighTower Advisors, LLC | 0.00% | No change | 4,542 | $246K |
| Aerodigm Wealth, LLC | 0.09% | No change | 4,280 | $232K |
| Arkos Global Advisors | 0.03% | Reduce -0.3% | 4,263 | $231K |
| Signet Financial Management, LLC | 0.03% | Reduce -1.1% | 4,240 | $229K |
| Canandaigua National Corp. | 0.02% | — | 4,150 | $225K |
| Western Reserve Capital Management, LLC | 0.18% | No change | 4,118 | $223K |
| Apella Capital, LLC | 0.00% | Reduce -0.9% | 3,953 | $215K |
| Cambient Family Office, LLC | 0.03% | No change | 3,721 | $201K |
| Fifth Third Bancorp | 0.00% | Add +1096.6% | 2,477 | $134K |
| MAI Capital Management | 0.00% | Add +0.3% | 1,968 | $107K |
| Cwm, LLC | 0.00% | Reduce -24.5% | 1,797 | $97K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 886 | $48K |
| Dogwood Wealth Management LLC | 0.02% | Reduce -21.1% | 866 | $47K |
| Atwood & Palmer Inc. | 0.00% | No change | 800 | $43K |
| Maseco LLP | 0.00% | Reduce -28.9% | 793 | $43K |
| Blair William & Co. | 0.00% | No change | 645 | $35K |
| AE Wealth Management LLC | 0.00% | Add +0.3% | 585 | $32K |
| KERR FINANCIAL PLANNING Corp | 0.02% | Reduce -49.7% | 456 | $25K |
| Ascentis Independent Advisors | 0.00% | New | 405 | $22K |
"% 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.