PIMCO Broad US Tips IndexTIPZETF
13F holders, Q3 2024 (September 30)54holders +4
9new positions
5sold out
1famous investor
$54.08avg. 13F price*
At the end of Q3 2024, 54 institutions reported holding PIMCO Broad US Tips Index (TIPZ) in their 13F filings, up 4 from Q2 2024. 9 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($14.2M), OneDigital Investment Advisors LLC ($7.3M) and Allianz Asset Management GmbH ($5.8M). 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 (Q3 2024)
- CUSIP
- 72201R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $10.0M |
| Exits | 5 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 328,535 shares bought and 133,289 shares sold, net +195,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Bank of America Corp. | 0.00% | Reduce -1.4% | 262,020 | $14.2M |
| OneDigital Investment Advisors LLC | 0.08% | New | 134,503 | $7.3M |
| Allianz Asset Management GmbH | 0.01% | Add +8.7% | 106,587 | $5.8M |
| Flow Traders U.S. LLC | 0.23% | Add +233.0% | 84,308 | $4.6M |
| Raymond James & Associates | 0.00% | Reduce -12.5% | 64,346 | $3.5M |
| CreativeOne Wealth, LLC | 0.10% | Add +104.0% | 53,207 | $2.9M |
| Wells Fargo & Company | 0.00% | Add +9.2% | 39,585 | $2.1M |
| LPL Financial LLC | 0.00% | Add +11.0% | 36,556 | $2.0M |
| Flagship Harbor Advisors, LLC | 0.11% | Add +43.0% | 36,234 | $2.0M |
| Citadel Advisors | 0.00% | New | 34,282 | $1.9M |
| WealthCare Investment Partners, LLC | 0.78% | Add +5.5% | 33,417 | $1.8M |
| Wbi Investments, LLC | 0.42% | Reduce -1.3% | 32,384 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.4% | 32,007 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.2% | 27,797 | $1.5M |
| Morgan Stanley | 0.00% | Reduce -8.3% | 27,556 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.11% | Reduce -27.2% | 23,598 | $1.3M |
| PAX Financial Group, LLC | 0.22% | Add +31.3% | 22,760 | $1.2M |
| GeoWealth Management, LLC | 0.04% | Add +2.7% | 21,780 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.4% | 13,914 | $753K |
| Osaic Holdings, Inc. | 0.00% | Add +100.6% | 13,382 | $724K |
| Wedbush Securities Inc. | 0.03% | Add +9.9% | 13,002 | $703K |
| NWF Advisory Services Inc. | 0.09% | Add +1.0% | 11,592 | $627K |
| NewEdge Advisors, LLC | 0.00% | Add +691.2% | 10,396 | $562K |
| Prospera Financial Services Inc | 0.01% | Reduce -15.1% | 10,328 | $559K |
| MML Investors Services, LLC | 0.00% | Reduce -43.1% | 9,967 | $539K |
| Royal Bank of Canada | 0.00% | Reduce -89.8% | 7,520 | $407K |
| Milestone Asset Management, LLC | 0.09% | Add +0.6% | 7,315 | $396K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +35.4% | 6,693 | $362K |
| Mariner, LLC | 0.00% | No change | 6,000 | $325K |
| LMG Wealth Partners, LLC | 0.07% | Reduce -3.1% | 5,612 | $304K |
| Fairway Wealth LLC | 0.15% | Add +13.8% | 5,497 | $297K |
| Snowden Capital Advisors LLC | 0.01% | New | 5,474 | $296K |
| StoneX Group Inc. | 0.02% | Reduce -16.9% | 5,452 | $295K |
| Grey Ledge Advisors, LLC | 0.08% | No change | 5,450 | $295K |
| Security Financial Services, INC. | 0.06% | New | 5,154 | $279K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.8% | 5,024 | $272K |
| Hara Capital LLC | 0.16% | New | 4,680 | $253K |
| UBS Group AG | 0.00% | Add +8.2% | 3,478 | $188K |
| Farther Finance Advisors, LLC | 0.01% | Add +3463.3% | 2,815 | $152K |
| Wallace Hart LLC | 0.11% | No change | 2,607 | $141K |
| Creative Financial Designs Inc. | 0.00% | New | 581 | $31K |
| Fortitude Family Office, LLC | 0.01% | New | 550 | $30K |
| Bank of Montreal | 0.00% | No change | 427 | $23K |
| Principal Securities, Inc. | 0.00% | No change | 312 | $17K |
| Versant Capital Management, Inc | 0.00% | New | 246 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 229 | $12K |
| Jones Financial Companies LLLP | 0.00% | Reduce -30.8% | 225 | $12K |
| Earned Wealth Advisors, LLC | 0.00% | New | 201 | $11K |
| Main Street Group, LTD | 0.00% | Add +0.5% | 188 | $10K |
| New Millennium Group LLC | 0.01% | No change | 145 | $8K |
| Global Retirement Partners, LLC | 0.00% | No change | 89 | $5K |
| International Assets Investment Management, LLC | 0.00% | No change | 52 | $3K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +2.8% | 37 | $2K |
| FMR LLC | 0.00% | No change | 1 | $54 |
"% 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.