PIMCO Broad US Tips IndexTIPZETF
13F holders, Q1 2025 (March 31)49holders −4
5new positions
8sold out
1famous investor
$53.86avg. 13F price*
At the end of Q1 2025, 49 institutions reported holding PIMCO Broad US Tips Index (TIPZ) in their 13F filings, down 4 from Q4 2024. 5 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($13.0M), OneDigital Investment Advisors LLC ($9.4M) and Jane Street Group, LLC ($5.0M). 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 2025)
- CUSIP
- 72201R403
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.3M |
| Exits | 8 | $6.8M |
All 13F filers, Q4 2024 → Q1 2025: 273,722 shares bought and 210,715 shares sold, net +63,007 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 49 holders
| Bank of America Corp. | 0.00% | Add +4.3% | 240,145 | $13.0M |
| OneDigital Investment Advisors LLC | 0.11% | Add +13.4% | 174,963 | $9.4M |
| Jane Street Group, LLC | 0.01% | Add +33.7% | 92,751 | $5.0M |
| LPL Financial LLC | 0.00% | Add +110.7% | 80,525 | $4.3M |
| Citadel Advisors | 0.00% | Add +59.3% | 75,491 | $4.1M |
| Raymond James Financial Inc. | 0.00% | No change | 73,507 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -2.3% | 51,472 | $2.8M |
| Flagship Harbor Advisors, LLC | 0.14% | Add +8.9% | 48,049 | $2.6M |
| Wells Fargo & Company | 0.00% | Add +4.0% | 42,376 | $2.3M |
| Royal Bank of Canada | 0.00% | Add +279.4% | 41,122 | $2.2M |
| WealthCare Investment Partners, LLC | 0.90% | Add +18.4% | 40,559 | $2.1M |
| Hara Capital LLC | 1.40% | Add +120.6% | 38,459 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +151.0% | 35,347 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +56.8% | 32,528 | $1.8M |
| Morgan Stanley | 0.00% | Reduce -2.3% | 24,079 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -1.8% | 22,545 | $1.2M |
| GWN Securities Inc. | 0.06% | New | 20,221 | $1.1M |
| Wbi Investments, LLC | 0.26% | Reduce -45.0% | 18,420 | $993K |
| Parr McKnight Wealth Management Group, LLC | 0.12% | New | 15,816 | $853K |
| Wedbush Securities Inc. | 0.03% | Add +10.8% | 13,109 | $707K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -80.8% | 11,538 | $622K |
| Ameriflex Group, Inc. | 0.25% | Add +0.2% | 11,482 | $619K |
| Security Financial Services, INC. | 0.10% | Add +33.5% | 9,788 | $528K |
| MML Investors Services, LLC | 0.00% | Reduce -9.9% | 7,798 | $421K |
| Fairway Wealth LLC | 0.15% | Add +13.4% | 7,612 | $411K |
| Milestone Asset Management, LLC | 0.09% | Add +2.9% | 7,414 | $400K |
| Prospera Financial Services Inc | 0.01% | Reduce -29.3% | 7,220 | $390K |
| SFG Wealth Management, LLC. | 0.18% | New | 6,980 | $376K |
| Avantax Advisory Services, Inc. | 0.00% | Add +38.4% | 6,373 | $344K |
| DAVENPORT & Co LLC | 0.00% | Add +10.7% | 6,281 | $339K |
| Mariner, LLC | 0.00% | No change | 6,000 | $324K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.3% | 5,615 | $303K |
| Maridea Wealth Management LLC | 0.10% | Reduce -0.2% | 5,488 | $296K |
| StoneX Group Inc. | 0.02% | Reduce -0.4% | 5,402 | $291K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -64.6% | 5,078 | $274K |
| Farther Finance Advisors, LLC | 0.01% | Add +90.0% | 4,773 | $256K |
| Pines Wealth Management, LLC | 0.11% | Reduce -19.6% | 4,558 | $241K |
| Jones Financial Companies LLLP | 0.00% | Add +12.6% | 2,535 | $136K |
| Creative Financial Designs Inc. | 0.00% | Add +0.3% | 588 | $32K |
| JPMorgan Chase & Co. | 0.00% | New | 473 | $26K |
| Bank of Montreal | 0.00% | No change | 427 | $23K |
| 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 +0.5% | 191 | $10K |
| New Millennium Group LLC | 0.01% | No change | 145 | $8K |
| Franklin Resources Inc. | 0.00% | No change | 126 | $7K |
| AE Wealth Management LLC | 0.00% | No change | 39 | $2K |
| Allworth Financial LP | 0.00% | New | 4 | $212 |
| 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.