PIMCO Broad US Tips IndexTIPZETF
13F holders, Q1 2024 (March 31)45holders
1famous investor
$53.33avg. 13F price*
At the end of Q1 2024, 45 institutions reported holding PIMCO Broad US Tips Index (TIPZ) in their 13F filings. The largest holders were Bank of America Corp. ($15.1M), Jane Street Group, LLC ($4.3M) and Raymond James & Associates ($3.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Broad US Tips Index
- Filed as
- PIMCO ETF TR (Q1 2024)
- CUSIP
- 72201R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $3.1M |
| Exits | 9 | $4.6M |
Ownership 45 holders
| Bank of America Corp. | 0.00% | Add +9.8% | 282,887 | $15.1M |
| Jane Street Group, LLC | 0.01% | Reduce -46.5% | 79,964 | $4.3M |
| Raymond James & Associates | 0.00% | Add +0.5% | 70,333 | $3.8M |
| Royal Bank of Canada | 0.00% | Add +61.6% | 60,813 | $3.2M |
| Litman Gregory Wealth Management LLC | 0.23% | No change | 47,928 | $2.6M |
| Citadel Advisors | 0.00% | Add +516.6% | 45,309 | $2.4M |
| Morgan Stanley | 0.00% | Reduce -10.9% | 39,890 | $2.1M |
| LPL Financial LLC | 0.00% | Reduce -16.3% | 38,029 | $2.0M |
| Wells Fargo & Company | 0.00% | Add +8.5% | 37,571 | $2.0M |
| CreativeOne Wealth, LLC | 0.08% | Add +128.4% | 35,575 | $1.9M |
| Wbi Investments, LLC | 0.36% | New | 32,479 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -8.2% | 32,464 | $1.7M |
| WealthCare Investment Partners, LLC | 0.79% | Add +27.4% | 30,746 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.2% | 28,645 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.5% | 21,239 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +59.0% | 19,062 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.7% | 16,862 | $899K |
| MML Investors Services, LLC | 0.00% | Reduce -40.1% | 15,383 | $820K |
| Wedbush Securities Inc. | 0.03% | Add +24.6% | 13,639 | $727K |
| PAX Financial Group, LLC | 0.14% | Add +34.5% | 13,423 | $716K |
| Prospera Financial Services Inc | 0.02% | Reduce -10.1% | 12,979 | $693K |
| Flagship Harbor Advisors, LLC | 0.04% | New | 12,775 | $681K |
| NWF Advisory Services Inc. | 0.10% | New | 11,213 | $598K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -63.5% | 7,241 | $386K |
| LMG Wealth Partners, LLC | 0.09% | No change | 7,026 | $375K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -79.5% | 6,906 | $368K |
| StoneX Group Inc. | 0.03% | No change | 6,562 | $350K |
| Grey Ledge Advisors, LLC | 0.08% | No change | 5,450 | $291K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -25.0% | 5,011 | $267K |
| UBS Group AG | 0.00% | Add +40.5% | 4,443 | $237K |
| Lincoln National Corp. | 0.00% | Add +0.1% | 4,340 | $231K |
| Fairway Wealth LLC | 0.12% | Add +24.0% | 3,248 | $173K |
| Wallace Hart LLC | 0.12% | — | 2,607 | $139K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 900 | $48K |
| NewEdge Advisors, LLC | 0.00% | New | 842 | $45K |
| Bank of Montreal | 0.00% | No change | 427 | $23K |
| Principal Securities, Inc. | 0.00% | No change | 312 | $17K |
| McIlrath & Eck, LLC | 0.00% | No change | 229 | $12K |
| Main Street Group, LTD | 0.00% | Add +0.6% | 182 | $10K |
| Global Retirement Partners, LLC | 0.00% | No change | 89 | $5K |
| Lam Group, Inc. | 0.00% | Reduce -25.0% | 45 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 35 | $2K |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.7% | 14 | $747 |
| Allianz Asset Management GmbH | 0.00% | Reduce -47.8% | 12 | $640 |
| FMR LLC | 0.00% | Reduce -99.0% | 1 | $53 |
"% 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.