PIMCO Broad US Tips IndexTIPZETF

13F holders, Q2 2025 (June 30)
45holders −4
5new positions
10sold out
1famous investor
$53.24avg. 13F price*

At the end of Q2 2025, 45 institutions reported holding PIMCO Broad US Tips Index (TIPZ) in their 13F filings, down 4 from Q1 2025. 5 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($12.8M), Great Valley Advisor Group, Inc. ($5.2M) and Raymond James Financial Inc. ($3.9M). 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 (Q2 2025)
CUSIP
72201R403
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 45Q1 2024Q2 2024: 50Q2 2024Q3 2024: 54Q3 2024Q4 2024: 53Q4 2024Q1 2025: 49Q1 2025Q2 2025: 45Q2 2025Q3 2025: 44Q3 2025Q4 2025: 39Q4 2025Q1 2026: 38Q1 2026Q2 2026: 35Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions5$7.0M
Exits10$12.0M

All 13F filers, Q1 2025 → Q2 2025: 155,461 shares bought and 528,965 shares sold, net −373,504 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 45 holders

Bank of America Corp. 0.00% Add +0.4% 241,142 $12.8M
Great Valley Advisor Group, Inc. 0.12% New 98,001 $5.2M
Raymond James Financial Inc. 0.00% Add +0.6% 73,973 $3.9M
Flagship Harbor Advisors, LLC 0.13% Add +7.2% 51,504 $2.7M
Royal Bank of Canada 0.00% Add +13.1% 46,509 $2.5M
WealthCare Investment Partners, LLC 0.82% Add +6.6% 43,235 $2.3M
LPL Financial LLC 0.00% Reduce -51.3% 39,190 $2.1M
Hara Capital LLC 1.27% No change 38,459 $2.0M
Wells Fargo & Company 0.00% Reduce -11.0% 37,707 $2.0M
Cetera Investment Advisers 0.00% New 24,971 $1.3M
Morgan Stanley 0.00% Reduce -0.7% 23,901 $1.3M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.7% 22,166 $1.2M
Jane Street Group, LLC 0.00% Reduce -77.5% 20,881 $1.1M
Parr McKnight Wealth Management Group, LLC 0.14% Add +17.3% 18,559 $988K
Goldman Sachs Group Inc. 0.00% Reduce -64.3% 18,387 $979K
Wbi Investments, LLC 0.20% Reduce -19.9% 14,762 $786K
CreativeOne Wealth, LLC 0.02% Add +19.7% 13,815 $736K
Wedbush Securities Inc. 0.02% Reduce -22.3% 10,187 $543K
Osaic Holdings, Inc. 0.00% Reduce -72.7% 8,876 $473K
Citadel Advisors 0.00% Reduce -88.6% 8,629 $460K
MML Investors Services, LLC 0.00% Add +1.1% 7,880 $420K
Susquehanna International Group, LLP 0.00% New 7,725 $411K
Fairway Wealth LLC 0.13% Reduce -1.9% 7,470 $398K
DAVENPORT & Co LLC 0.00% Add +15.1% 7,229 $385K
NewEdge Advisors, LLC 0.00% Reduce -81.5% 6,551 $349K
Mariner, LLC 0.00% No change 6,000 $320K
GWN Securities Inc. 0.06% Reduce -71.9% 5,676 $302K
JPMorgan Chase & Co. 0.00% Add +1087.7% 5,618 $299K
Snowden Capital Advisors LLC 0.01% Reduce -3.6% 5,411 $288K
StoneX Group Inc. 0.01% Reduce -2.0% 5,292 $282K
Avantax Advisory Services, Inc. 0.00% Reduce -26.7% 4,671 $249K
Farther Finance Advisors, LLC 0.01% Reduce -2.3% 4,663 $248K
Jones Financial Companies LLLP 0.00% Reduce -55.4% 1,131 $60K
Global Retirement Partners, LLC 0.00% — 721 $38K
Creative Financial Designs Inc. 0.00% Add +1.9% 599 $32K
Cwm, LLC 0.00% New 375 $20K
Principal Securities, Inc. 0.00% No change 312 $17K
McIlrath & Eck, LLC 0.00% No change 229 $12K
IFP Advisors, Inc 0.00% New 200 $11K
Main Street Group, LTD 0.00% Add +1.1% 193 $10K
New Millennium Group LLC 0.00% No change 145 $8K
Franklin Resources Inc. 0.00% No change 126 $7K
Ameriflex Group, Inc. 0.00% Reduce -99.3% 77 $4K
AE Wealth Management LLC 0.00% Reduce -43.6% 22 $1K
FMR LLC 0.00% No change 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.