PIMCO Broad US Tips IndexTIPZETF
13F holders, Q2 2024 (June 30)50holders +5
10new positions
5sold out
$52.55avg. 13F price*
At the end of Q2 2024, 50 institutions reported holding PIMCO Broad US Tips Index (TIPZ) in their 13F filings, up 5 from Q1 2024. 10 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($14.0M), Allianz Asset Management GmbH ($5.2M) and Royal Bank of Canada ($3.9M).
- Company
- PIMCO Broad US Tips Index
- Filed as
- PIMCO ETF TR (Q2 2024)
- CUSIP
- 72201R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $2.6M |
| Exits | 5 | $3.1M |
All 13F filers, Q1 2024 → Q2 2024: 188,861 shares bought and 201,675 shares sold, net −12,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 50 holders
| Bank of America Corp. | 0.00% | Reduce -6.1% | 265,691 | $14.0M |
| Allianz Asset Management GmbH | 0.01% | Add +816858.3% | 98,035 | $5.2M |
| Royal Bank of Canada | 0.00% | Add +21.8% | 74,070 | $3.9M |
| Raymond James & Associates | 0.00% | Add +4.6% | 73,576 | $3.9M |
| Wells Fargo & Company | 0.00% | Reduce -3.5% | 36,242 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -13.4% | 32,939 | $1.7M |
| Wbi Investments, LLC | 0.42% | Add +1.0% | 32,798 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | No change | 32,464 | $1.7M |
| Litman Gregory Wealth Management LLC | 0.15% | Reduce -32.4% | 32,411 | $1.7M |
| WealthCare Investment Partners, LLC | 0.77% | Add +3.0% | 31,662 | $1.7M |
| Morgan Stanley | 0.00% | Reduce -24.7% | 30,049 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.8% | 28,125 | $1.5M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -26.7% | 26,075 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +98.3% | 25,338 | $1.3M |
| Flow Traders U.S. LLC | 0.07% | New | 25,317 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Add +11.3% | 21,212 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -77.7% | 17,800 | $935K |
| MML Investors Services, LLC | 0.00% | Add +13.8% | 17,512 | $920K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.6% | 17,468 | $918K |
| PAX Financial Group, LLC | 0.18% | Add +29.2% | 17,340 | $911K |
| Prospera Financial Services Inc | 0.02% | Reduce -6.3% | 12,167 | $640K |
| Wedbush Securities Inc. | 0.02% | Reduce -13.3% | 11,826 | $622K |
| NWF Advisory Services Inc. | 0.10% | Add +2.3% | 11,474 | $603K |
| Milestone Asset Management, LLC | 0.10% | New | 7,273 | $382K |
| Osaic Holdings, Inc. | 0.00% | Reduce -68.6% | 6,670 | $351K |
| StoneX Group Inc. | 0.03% | No change | 6,562 | $345K |
| Mariner, LLC | 0.00% | New | 6,000 | $315K |
| LMG Wealth Partners, LLC | 0.08% | Reduce -17.5% | 5,794 | $304K |
| Grey Ledge Advisors, LLC | 0.08% | No change | 5,450 | $286K |
| Susquehanna International Group, LLP | 0.00% | New | 5,283 | $278K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.6% | 4,982 | $262K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 4,942 | $260K |
| Fairway Wealth LLC | 0.15% | Add +48.7% | 4,830 | $254K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -46.1% | 3,904 | $205K |
| UBS Group AG | 0.00% | Reduce -27.6% | 3,216 | $169K |
| Wallace Hart LLC | 0.11% | No change | 2,607 | $137K |
| NewEdge Advisors, LLC | 0.00% | Add +56.1% | 1,314 | $69K |
| Bank of Montreal | 0.00% | No change | 427 | $23K |
| Jones Financial Companies LLLP | 0.00% | New | 325 | $17K |
| Principal Securities, Inc. | 0.00% | No change | 312 | $16K |
| McIlrath & Eck, LLC | 0.00% | No change | 229 | $12K |
| Main Street Group, LTD | 0.00% | Add +2.8% | 187 | $10K |
| New Millennium Group LLC | 0.01% | New | 145 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 89 | $5K |
| Farther Finance Advisors, LLC | 0.00% | New | 79 | $4K |
| International Assets Investment Management, LLC | 0.00% | New | 52 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +2.9% | 36 | $2K |
| Lam Group, Inc. | 0.00% | Reduce -66.7% | 15 | $788 |
| FMR LLC | 0.00% | No change | 1 | $53 |
| Mather Group, Llc. | 0.00% | New | 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.