PIMCO Broad US Tips IndexTIPZETF

13F holders, Q4 2025 (December 31)
39holders −5
5new positions
10sold out
1famous investor
$52.41avg. 13F price*

At the end of Q4 2025, 39 institutions reported holding PIMCO Broad US Tips Index (TIPZ) in their 13F filings, down 5 from Q3 2025. 5 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($7.2M), Raymond James Financial Inc. ($3.7M) and Bank of America Corp. ($3.6M). 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 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions5$2.9M
Exits10$2.4M

All 13F filers, Q3 2025 → Q4 2025: 174,900 shares bought and 231,975 shares sold, net −57,075 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 39 holders

LPL Financial LLC 0.00% Add +153.4% 137,053 $7.2M
Raymond James Financial Inc. 0.00% Add +0.1% 70,706 $3.7M
Bank of America Corp. 0.00% Reduce -65.1% 69,198 $3.6M
WealthCare Investment Partners, LLC 0.81% Add +11.7% 52,582 $2.8M
Royal Bank of Canada 0.00% Add +15.5% 48,411 $2.5M
Citadel Advisors 0.00% Reduce -2.3% 43,280 $2.3M
GTS Securities LLC 0.07% New 40,675 $2.1M
Wells Fargo & Company 0.00% Add +7.7% 40,347 $2.1M
One Capital Management, LLC 0.06% Reduce -49.0% 39,668 $2.1M
Morgan Stanley 0.00% Add +2.0% 34,871 $1.8M
Hara Capital LLC 0.72% Reduce -15.4% 24,637 $1.3M
Goldman Sachs Group Inc. 0.00% Reduce -0.0% 18,387 $963K
Steward Partners Investment Advisory, LLC 0.01% Reduce -8.0% 18,374 $962K
Jane Street Group, LLC 0.00% Add +241.8% 18,105 $948K
CreativeOne Wealth, LLC 0.02% Add +5.7% 14,929 $782K
Wbi Investments, LLC 0.20% Add +20.3% 14,824 $776K
Fiduciary Trust Co 0.01% New 14,000 $733K
Wedbush Securities Inc. 0.01% Reduce -14.4% 9,706 $508K
Osaic Holdings, Inc. 0.00% Reduce -0.2% 8,886 $466K
Cetera Investment Advisers 0.00% Reduce -50.5% 8,593 $450K
Fairway Wealth LLC 0.10% Add +8.6% 6,836 $358K
JPMorgan Chase & Co. 0.00% Add +20.3% 6,635 $347K
Snowden Capital Advisors LLC 0.01% Add +6.5% 6,503 $342K
Mariner, LLC 0.00% No change 6,000 $314K
NewEdge Advisors, LLC 0.00% Reduce -14.5% 5,355 $280K
MML Investors Services, LLC 0.00% Reduce -7.6% 4,897 $256K
Jones Financial Companies LLLP 0.00% Add +62.5% 4,746 $249K
Farther Finance Advisors, LLC 0.00% Reduce -9.3% 4,287 $225K
StoneX Group Inc. 0.01% Reduce -17.3% 4,160 $219K
IFP Advisors, Inc 0.00% Add +5.1% 2,593 $136K
Flagship Harbor Advisors, LLC 0.00% New 960 $50K
Creative Financial Designs Inc. 0.00% Add +8.9% 660 $35K
Global Retirement Partners, LLC 0.00% Reduce -18.0% 589 $31K
Northwestern Mutual Wealth Management Co. 0.00% New 358 $19K
McIlrath & Eck, LLC 0.00% No change 191 $10K
UBS Group AG 0.00% New 131 $7K
Franklin Resources Inc. 0.00% No change 126 $7K
AE Wealth Management LLC 0.00% No change 22 $1K
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.