PIMCO Broad US Tips IndexTIPZETF

13F holders, Q1 2026 (March 31)
38holders −1
6new positions
6sold out
1famous investor
$53.13avg. 13F price*

At the end of Q1 2026, 38 institutions reported holding PIMCO Broad US Tips Index (TIPZ) in their 13F filings, down 1 from Q4 2025. 6 opened new positions and 6 sold out. The largest holders were LPL Financial LLC ($7.7M), Bank of America Corp. ($3.8M) and Raymond James Financial Inc. ($3.7M). 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 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions6$3.1M
Exits6$3.8M

All 13F filers, Q4 2025 → Q1 2026: 85,276 shares bought and 129,942 shares sold, net −44,666 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 38 holders

LPL Financial LLC 0.00% Add +6.0% 145,267 $7.7M
Bank of America Corp. 0.00% Add +3.5% 71,587 $3.8M
Raymond James Financial Inc. 0.00% Reduce -0.9% 70,060 $3.7M
WealthCare Investment Partners, LLC 0.81% Add +4.2% 54,762 $2.9M
Royal Bank of Canada 0.00% Reduce -7.2% 44,930 $2.4M
One Capital Management, LLC 0.07% Add +12.3% 44,568 $2.4M
Apex Wealth Management, LLC 1.41% New 38,671 $2.1M
Wells Fargo & Company 0.00% Reduce -4.3% 38,624 $2.1M
Morgan Stanley 0.00% Reduce -12.9% 30,373 $1.6M
Hara Capital LLC 0.62% Reduce -5.3% 23,341 $1.2M
Fiduciary Trust Co 0.01% Add +42.9% 20,000 $1.1M
Goldman Sachs Group Inc. 0.00% No change 18,387 $977K
Steward Partners Investment Advisory, LLC 0.00% Reduce -4.0% 17,639 $937K
Tower Research Capital LLC (TRC) 0.02% New 17,434 $926K
Citadel Advisors 0.00% Reduce -68.8% 13,516 $718K
Wedbush Securities Inc. 0.02% Add +17.7% 11,420 $607K
Jane Street Group, LLC 0.00% Reduce -42.8% 10,361 $551K
Fairway Wealth LLC 0.10% Add +5.9% 7,237 $385K
Snowden Capital Advisors LLC 0.01% Add +7.8% 7,012 $373K
JPMorgan Chase & Co. 0.00% Reduce -0.5% 6,603 $351K
Cetera Investment Advisers 0.00% Reduce -28.1% 6,178 $328K
Mariner, LLC 0.00% No change 6,000 $319K
Jones Financial Companies LLLP 0.00% Add +16.5% 5,528 $292K
NewEdge Advisors, LLC 0.00% Reduce -1.4% 5,280 $281K
Farther Finance Advisors, LLC 0.00% Add +2.5% 4,393 $233K
Osaic Holdings, Inc. 0.00% Reduce -51.9% 4,274 $227K
StoneX Group Inc. 0.01% Reduce -2.2% 4,070 $216K
MML Investors Services, LLC 0.00% Reduce -19.5% 3,943 $210K
IFP Advisors, Inc 0.00% Add +22.1% 3,165 $168K
Creative Financial Designs Inc. 0.00% Add +0.3% 662 $35K
Ascentis Independent Advisors 0.00% New 528 $28K
Arax Advisory Partners 0.00% New 430 $23K
McIlrath & Eck, LLC 0.00% Add +19.9% 229 $12K
Founders Financial Alliance, LLC 0.00% New 213 $11K
Main Street Group, LTD 0.00% New 193 $10K
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 $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.