PIMCO Broad US Tips IndexTIPZETF
13F holders, Q4 2024 (December 31)53holders −1
5new positions
8sold out
1famous investor
$51.83avg. 13F price*
At the end of Q4 2024, 53 institutions reported holding PIMCO Broad US Tips Index (TIPZ) in their 13F filings, down 1 from Q3 2024. 5 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($11.9M), OneDigital Investment Advisors LLC ($8.0M) and Raymond James Financial Inc. ($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 (Q4 2024)
- CUSIP
- 72201R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.1M |
| Exits | 8 | $2.5M |
All 13F filers, Q3 2024 → Q4 2024: 186,143 shares bought and 205,766 shares sold, net −19,623 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 53 holders
| Bank of America Corp. | 0.00% | Reduce -12.1% | 230,348 | $11.9M |
| OneDigital Investment Advisors LLC | 0.09% | Add +14.8% | 154,347 | $8.0M |
| Raymond James Financial Inc. | 0.00% | — | 73,507 | $3.8M |
| Jane Street Group, LLC | 0.01% | New | 69,374 | $3.6M |
| CreativeOne Wealth, LLC | 0.10% | Add +12.7% | 59,969 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.6% | 52,678 | $2.7M |
| Allianz Asset Management GmbH | 0.00% | Reduce -52.2% | 50,921 | $2.6M |
| Citadel Advisors | 0.00% | Add +38.3% | 47,397 | $2.5M |
| Flagship Harbor Advisors, LLC | 0.12% | Add +21.7% | 44,110 | $2.3M |
| Wells Fargo & Company | 0.00% | Add +2.9% | 40,749 | $2.1M |
| LPL Financial LLC | 0.00% | Add +4.5% | 38,210 | $2.0M |
| WealthCare Investment Partners, LLC | 0.78% | Add +2.5% | 34,266 | $1.8M |
| Wbi Investments, LLC | 0.43% | Add +3.4% | 33,486 | $1.7M |
| Flow Traders U.S. LLC | 0.05% | Reduce -69.1% | 26,038 | $1.3M |
| Morgan Stanley | 0.00% | Reduce -10.6% | 24,639 | $1.3M |
| PAX Financial Group, LLC | 0.22% | Add +2.2% | 23,264 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -17.4% | 22,955 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +55.0% | 20,742 | $1.1M |
| GeoWealth Management, LLC | 0.03% | Reduce -6.7% | 20,317 | $1.1M |
| Hara Capital LLC | 0.57% | Add +272.6% | 17,437 | $904K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 14,329 | $743K |
| NewEdge Advisors, LLC | 0.00% | Add +35.5% | 14,083 | $730K |
| Wedbush Securities Inc. | 0.02% | Reduce -9.0% | 11,826 | $613K |
| Ameriflex Group, Inc. | 0.28% | — | 11,457 | $602K |
| Royal Bank of Canada | 0.00% | Add +44.1% | 10,840 | $562K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.1% | 10,218 | $530K |
| MML Investors Services, LLC | 0.00% | Reduce -13.2% | 8,653 | $448K |
| Security Financial Services, INC. | 0.08% | Add +42.3% | 7,334 | $380K |
| Milestone Asset Management, LLC | 0.08% | Reduce -1.5% | 7,202 | $373K |
| Fairway Wealth LLC | 0.16% | Add +22.1% | 6,710 | $348K |
| Mariner, LLC | 0.00% | No change | 6,000 | $311K |
| DAVENPORT & Co LLC | 0.00% | New | 5,674 | $294K |
| Pines Wealth Management, LLC | 0.13% | — | 5,672 | $293K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.3% | 5,599 | $291K |
| Maridea Wealth Management LLC | 0.09% | — | 5,500 | $285K |
| StoneX Group Inc. | 0.02% | Reduce -0.5% | 5,425 | $282K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -8.4% | 4,604 | $239K |
| Susquehanna International Group, LLP | 0.00% | New | 4,299 | $223K |
| UBS Group AG | 0.00% | Reduce -13.2% | 3,020 | $156K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.8% | 2,512 | $130K |
| Wallace Hart LLC | 0.10% | Reduce -8.7% | 2,380 | $123K |
| Jones Financial Companies LLLP | 0.00% | Add +900.4% | 2,251 | $117K |
| Creative Financial Designs Inc. | 0.00% | Add +0.9% | 586 | $30K |
| Fortitude Family Office, LLC | 0.01% | No change | 550 | $29K |
| Bank of Montreal | 0.00% | No change | 427 | $22K |
| 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 +1.1% | 190 | $10K |
| New Millennium Group LLC | 0.00% | No change | 145 | $8K |
| Franklin Resources Inc. | 0.00% | New | 126 | $7K |
| Global Retirement Partners, LLC | 0.00% | No change | 89 | $5K |
| AE Wealth Management LLC | 0.00% | New | 39 | $2K |
| 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.