Who owns PIMCO 1-5 Year US TIPS Index Fund?
- Ticker: STPZ
- CUSIP Number: 72201R205
Tip: Access positions for across all investors
Analyze quarterly positions in PIMCO 1-5 Year US TIPS Index Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of PIMCO 1-5 Year US TIPS Index Fund stock
Who bought or sold PIMCO 1-5 Year US TIPS Index Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 641k | $41M | 100% | Jun 2025 |
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| Bank of Nova Scotia | 360k | $20M | -12% | Sep 2025 |
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| Bleakley Financial Group | 260k | $14M | -1% | Sep 2025 |
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| Wells Fargo & Company | 251k | $14M | -3% | Sep 2025 |
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| Eagle Strategies | 250k | $14M | 1157% | Sep 2025 |
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| Tiaa Trust, National Association | 233k | $13M | -1% | Sep 2025 |
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| LPL Financial | 231k | $13M | 14% | Sep 2025 |
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| 3EDGE Asset Management | 186k | $10M | 100% | Sep 2025 |
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| Kelman-Lazarov | 133k | $7.2M | 1% | Sep 2025 |
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| Royal Bank of Canada | 132k | $7.2M | -24% | Sep 2025 |
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| Advisor Group Holdings | 130k | $7.0M | -4% | Sep 2025 |
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| Great Valley Advisor Group | 118k | $6.4M | 8% | Sep 2025 |
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| IHT Wealth Management | 113k | $6.1M | 9% | Sep 2025 |
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| Goldman Sachs Group | 98k | $5.3M | 52% | Sep 2025 |
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| Arbor Investment Advisors | 89k | $4.8M | -1% | Sep 2025 |
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| Envestnet Asset Management | 87k | $4.7M | -7% | Sep 2025 |
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| Lutz Financial Services | 86k | $4.6M | 0% | Sep 2025 |
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| Goss Wealth Management | 85k | $4.6M | 9% | Sep 2025 |
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| Stifel Financial | 84k | $4.6M | 27% | Sep 2025 |
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| Beacon Pointe Advisors | 73k | $3.9M | -21% | Sep 2025 |
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| Ameriprise Financial | 63k | $3.4M | -2% | Sep 2025 |
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| Buckingham Strategic Partners | 59k | $3.2M | -11% | Sep 2025 |
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| D.A. Davidson & Co. | 57k | $3.1M | 11% | Sep 2025 |
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| Captrust Financial Advisors | 49k | $2.6M | 1% | Sep 2025 |
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| UBS Group | 41k | $2.2M | 1% | Sep 2025 |
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| Concurrent Investment Advisors | 40k | $2.2M | -1% | Sep 2025 |
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| Jane Street | 40k | $2.1M | -56% | Sep 2025 |
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| One Capital Management | 39k | $2.1M | -11% | Sep 2025 |
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| Kovitz Investment Group Partners | 36k | $2.0M | 1% | Sep 2025 |
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| Branch Banking & Trust Company | 36k | $2.0M | 2% | Sep 2025 |
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| Lantern Wealth Advisors | 33k | $1.8M | -3% | Sep 2025 |
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| Colony | 32k | $1.7M | -9% | Sep 2025 |
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| Hudson Portfolio Management | 32k | $1.7M | 5% | Sep 2025 |
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| YCMNET Advisors | 29k | $1.6M | 20% | Sep 2025 |
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| Miracle Mile Advisors | 24k | $1.3M | 100% | Sep 2025 |
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| Motiv8 Investments | 22k | $1.2M | 26% | Sep 2025 |
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| Summit Financial | 22k | $1.2M | -2% | Sep 2025 |
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| Essential Planning | 21k | $1.1M | -13% | Sep 2025 |
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| Blue Oak Capital | 21k | $1.1M | 0% | Jun 2025 |
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| Commonwealth Equity Services | 20k | $1.1M | 0% | Sep 2025 |
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| Rehmann Capital Advisory | 20k | $1.1M | 101% | Sep 2025 |
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| Flow Traders US | 19k | $1.0M | -26% | Sep 2025 |
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| Fiduciary Trust Company | 18k | $956k | 0% | Sep 2025 |
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| Td Private Client Wealth | 17k | $944k | 11% | Sep 2025 |
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| Alesco Advisors | 17k | $906k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 16k | $887k | 0% | Sep 2025 |
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| Burt Wealth Advisors | 15k | $816k | 0% | Sep 2025 |
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| Advisory Services Network | 14k | $758k | 3% | Sep 2025 |
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| Perennial Investment Advisors | 13k | $715k | 100% | Sep 2025 |
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| Susquehanna International | 13k | $697k | -51% | Sep 2025 |
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| Ausdal Financial Partners | 12k | $658k | 100% | Sep 2025 |
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| Cherry Tree Wealth Management | 12k | $631k | 0% | Sep 2025 |
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| Rockefeller Capital Management | 11k | $612k | 1% | Sep 2025 |
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| Mml Investors Services | 11k | $590k | -15% | Sep 2025 |
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| HMV Wealth Advisors | 11k | $577k | 0% | Sep 2025 |
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| Hanson McClain Advisors | 10k | $563k | -4% | Sep 2025 |
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| Gould Asset Management | 10k | $558k | 0% | Sep 2025 |
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| Courage Miller Partners | 10k | $547k | 0% | Sep 2025 |
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| Cambridge Investment Research Advisors | 9.5k | $513k | 0% | Sep 2025 |
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| Jim Saulnier & Associates | 8.7k | $472k | -12% | Sep 2025 |
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| Vertex Planning Partners | 8.5k | $459k | 1% | Sep 2025 |
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| Grubman Wealth Management | 8.3k | $446k | -5% | Jun 2025 |
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| Breakwater Investment Management | 8.2k | $445k | -8% | Sep 2025 |
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| Raymond James Financial | 7.6k | $411k | -11% | Sep 2025 |
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| Dimension Capital Management Partners | 7.5k | $405k | 0% | Sep 2025 |
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| KWB Wealth | 7.3k | $391k | 100% | Sep 2025 |
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| Diversified Trust Company | 6.3k | $343k | 0% | Sep 2025 |
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| Evanson Asset Management | 6.3k | $342k | 0% | Sep 2025 |
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| Pnc Financial Services | 6.2k | $335k | 2990% | Sep 2025 |
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| Private Advisor | 5.8k | $312k | 4% | Sep 2025 |
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| Mercer Global Advisors | 5.6k | $304k | 0% | Sep 2025 |
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| Kestra Advisory Services | 5.5k | $298k | -49% | Sep 2025 |
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| Iron Financial | 5.5k | $296k | 100% | Sep 2025 |
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| Synovus Financial Corp. | 5.2k | $279k | 0% | Sep 2025 |
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| Pines Wealth Management | 5.1k | $278k | -10% | Sep 2025 |
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| Marathon Strategic Advisors | 5.1k | $278k | 1% | Sep 2025 |
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| Delap Wealth Advisory | 5.1k | $277k | 0% | Sep 2025 |
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| CogentBlue Wealth Advisors | 5.1k | $275k | 0% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 5.0k | $268k | 0% | Sep 2025 |
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| Cetera Investment Advisers | 4.9k | $268k | 100% | Sep 2025 |
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| Jones Financial Companies, L.L | 4.9k | $265k | 45% | Sep 2025 |
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| HighTower Advisors | 4.5k | $246k | 0% | Sep 2025 |
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| Krasney Financial | 4.5k | $245k | -3% | Sep 2025 |
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| Archetype Wealth Partners | 4.3k | $232k | 100% | Sep 2025 |
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| Apella Capital | 4.2k | $225k | -5% | Sep 2025 |
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| Canandaigua National Bank and Trust Company | 4.2k | $225k | 0% | Sep 2025 |
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| Detalus Advisors | 4.0k | $218k | -1% | Sep 2025 |
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| H D Vest Advisory Services | 3.9k | $209k | 0% | Jun 2025 |
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| Semitam Bonam | 3.8k | $204k | 100% | Sep 2025 |
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| Natural Investments | 3.6k | $352k | 100% | Sep 2025 |
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| Geneos Wealth Management | 2.6k | $140k | -98% | Sep 2025 |
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| Brian McDonald | 2.5k | $137k | 0% | Sep 2025 |
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| CWM | 2.5k | $133k | -20% | Sep 2025 |
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| MAI Wealth Advisors | 2.0k | $109k | 1% | Sep 2025 |
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| Jpmorgan Chase & Co | 2.0k | $107k | 151% | Sep 2025 |
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| Global Retirement Partners | 1.2k | $65k | -13% | Sep 2025 |
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| Maseco | 1.1k | $60k | 0% | Sep 2025 |
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| Dogwood Wealth Management | 1.1k | $59k | 0% | Sep 2025 |
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| Atwood & Palmer | 800.00 | $43k | 0% | Sep 2025 |
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| William Blair $ Company | 645.00 | $35k | 0% | Sep 2025 |
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| AE Wealth Management | 578.00 | $31k | 1% | Sep 2025 |
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| PrairieView Partners | 477.00 | $25k | 0% | Jun 2025 |
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| KERR FINANCIAL PLANNING Corp | 452.00 | $24k | 100% | Sep 2025 |
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| Cornerstone Planning Group | 423.00 | $40k | 100% | Sep 2025 |
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| Pinnacle Bank | 380.00 | $21k | 0% | Sep 2025 |
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| Strategic Wealth Partners | 362.00 | $20k | 0% | Sep 2025 |
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| Federation des caisses Desjardins du Quebec | 323.00 | $18k | -22% | Sep 2025 |
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| Princeton Global Asset Management | 312.00 | $17k | 0% | Sep 2025 |
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| Sontag Advisory | 211.00 | $11k | 100% | Sep 2025 |
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| Fifth Third Bancorp | 207.00 | $11k | 100% | Sep 2025 |
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| Fiduciary Advisors | 200.00 | $11k | 1% | Sep 2025 |
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| Farther Finance Advisors | 178.00 | $9.6k | -43% | Sep 2025 |
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| McIlrath & Eck | 89.00 | $4.8k | 0% | Sep 2025 |
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| Cape Investment Advisory | 89.00 | $4.8k | 100% | Jun 2025 |
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| Harwood Advisory | 82.00 | $4.5k | 0% | Sep 2025 |
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| Harbour Investments | 76.00 | $4.1k | 100% | Sep 2025 |
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| Financial Gravity Wealth | 65.00 | $3.5k | 0% | Sep 2025 |
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| Financial Gravity Companies | 65.00 | $3.5k | 100% | Jun 2025 |
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| Tortoise Investment Management | 20.00 | $1.1k | 100% | Sep 2025 |
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| Assetmark | 13.00 | $703.999400 | 0% | Sep 2025 |
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| FMR | 5.00 | $278.000000 | 67% | Sep 2025 |
|
Who sold out of PIMCO 1-5 Year US TIPS Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameritas Advisory Services | Jun 2025 | 428k | $23M |
| Efficient Advisors | Jun 2025 | 75k | $4.0M |
| Herold Advisors | Jun 2025 | 33k | $1.8M |
| Citadel Advisors | Jun 2025 | 18k | $971k |
| Columbus Macro | Jun 2025 | 4.9k | $264k |
| Hrt Financial | Jun 2025 | 4.3k | $232k |
| Ameriflex Group | Jun 2025 | 3.6k | $196k |
| Ridgewood Investments | Jun 2025 | 350.00 | $19k |
| EverSource Wealth Advisors | Jun 2025 | 338.00 | $18k |
| IFP Advisors | Jun 2025 | 200.00 | $11k |
| Garrison, Bradford & Associates | Jun 2025 | 73.00 | $3.9k |
| Wood Tarver Financial Group | Jun 2025 | 34.00 | $1.0k |