PIMCO Broad US Tips IndexTIPZETF

13F holders, Q2 2026 (June 30)
35holders −3
2new positions
6sold out
$52.37avg. 13F price*

At the end of Q2 2026, 35 institutions reported holding PIMCO Broad US Tips Index (TIPZ) in their 13F filings, down 3 from Q1 2026. 2 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($8.2M), Bank of America Corp. ($3.8M) and Wells Fargo & Company ($3.6M).

Company
PIMCO Broad US Tips Index
Filed as
PIMCO ETF TR (Q2 2026)
CUSIP
72201R403
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 45Q1 2024Q2 2024: 50Q2 2024Q3 2024: 54Q3 2024Q4 2024: 53Q4 2024Q1 2025: 49Q1 2025Q2 2025: 45Q2 2025Q3 2025: 44Q3 2025Q4 2025: 39Q4 2025Q1 2026: 38Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions2$639K
Exits6$3.2M

All 13F filers, Q1 2026 → Q2 2026: 90,866 shares bought and 99,804 shares sold, net −8,938 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 35 holders

LPL Financial LLC 0.00% Add +8.1% 156,967 $8.2M
Bank of America Corp. 0.00% Add +2.1% 73,113 $3.8M
Wells Fargo & Company 0.00% Add +77.0% 68,353 $3.6M
WealthCare Investment Partners, LLC 0.77% Add +11.1% 60,818 $3.2M
Raymond James Financial Inc. 0.00% Reduce -20.2% 55,914 $2.9M
One Capital Management, LLC 0.07% No change 44,568 $2.4M
Morgan Stanley 0.00% Add +43.3% 43,523 $2.3M
Apex Wealth Management, LLC 1.25% Add +1.3% 39,158 $2.0M
Royal Bank of Canada 0.00% Reduce -27.1% 32,736 $1.7M
Fiduciary Trust Co 0.02% Add +50.0% 30,000 $1.6M
Hara Capital LLC 0.58% Reduce -9.3% 21,174 $1.1M
Steward Partners Investment Advisory, LLC 0.00% Reduce -11.2% 15,668 $820K
Wedbush Securities Inc. 0.01% Reduce -15.0% 9,706 $508K
Jane Street Group, LLC 0.00% Reduce -14.8% 8,824 $462K
Osaic Holdings, Inc. 0.00% Add +89.7% 8,109 $424K
Fairway Wealth LLC 0.09% Add +3.4% 7,486 $392K
Snowden Capital Advisors LLC 0.01% Add +2.4% 7,180 $376K
HRT Financial LP 0.00% New 6,909 $361K
Jones Financial Companies LLLP 0.00% Add +10.5% 6,108 $320K
Stratos Wealth Partners, LTD. 0.00% New 5,322 $278K
NewEdge Advisors, LLC 0.00% No change 5,280 $276K
MML Investors Services, LLC 0.00% Add +27.3% 5,021 $263K
Farther Finance Advisors, LLC 0.00% Add +1.3% 4,449 $233K
Cetera Investment Advisers 0.00% Reduce -32.4% 4,179 $219K
IFP Advisors, Inc 0.00% No change 3,165 $166K
JPMorgan Chase & Co. 0.00% Reduce -63.2% 2,429 $128K
Creative Financial Designs Inc. 0.00% Add +2.4% 678 $35K
Global Retirement Partners, LLC 0.00% — 594 $31K
Ascentis Independent Advisors 0.07% Reduce -11.6% 467 $24K
Founders Financial Alliance, LLC 0.00% Add +2.4% 218 $11K
Main Street Group, LTD 0.00% No change 193 $10K
Franklin Resources Inc. 0.00% No change 126 $7K
Compass Financial Management LLC 0.00% — 21 $1K
AE Wealth Management LLC 0.00% Reduce -18.2% 18 $942
FMR LLC 0.00% No change 1 $52

"% of holder's portfolio" is TIPZ's weight in each manager's 13F, not the share of PIMCO Broad US Tips Index the manager owns.