Who owns PIMCO 1-5 Year US TIPS Index Fund?

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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
Ameritas Advisory Services 365k $20M 100% Dec 2025
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Bank of Nova Scotia 275k $15M -24% Dec 2025
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Eagle Strategies 266k $14M 6% Dec 2025
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Bleakley Financial Group 255k $14M -2% Dec 2025
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Wells Fargo & Company 251k $13M 0% Dec 2025
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Tiaa Trust, National Association 221k $12M -5% Dec 2025
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LPL Financial 203k $11M -12% Dec 2025
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Goldman Sachs Group 157k $8.4M 60% Dec 2025
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Kelman-Lazarov 135k $7.2M 2% Dec 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 0% Dec 2025
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Great Valley Advisor Group 128k $6.9M 9% Dec 2025
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Arbor Investment Advisors 95k $5.1M 7% Dec 2025
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Jane Street 93k $5.0M 134% Dec 2025
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Flow Traders US 92k $4.9M 374% Dec 2025
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Stifel Financial 89k $4.8M 6% Dec 2025
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Envestnet Asset Management 88k $4.7M 2% Dec 2025
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Lutz Financial Services 79k $4.2M -8% Dec 2025
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Colony 68k $3.7M 114% Dec 2025
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Ameriprise Financial 64k $3.4M 2% Dec 2025
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D.A. Davidson & Co. 63k $3.4M 11% Dec 2025
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IHT Wealth Management 63k $3.4M -44% Dec 2025
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Beacon Pointe Advisors 57k $3.0M -22% Dec 2025
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Captrust Financial Advisors 45k $2.4M -8% Dec 2025
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Lantern Wealth Advisors 43k $2.3M 32% Dec 2025
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UBS Group 41k $2.2M 2% Dec 2025
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Concurrent Investment Advisors 41k $2.2M 2% Dec 2025
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Branch Banking & Trust Company 37k $2.0M 1% Dec 2025
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Hudson Portfolio Management 34k $1.8M 8% Dec 2025
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Belleair Asset Management 31k $1.7M 100% Dec 2025
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Commonwealth Equity Services 30k $1.6M 52% Dec 2025
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Raymond James Financial 28k $1.5M 268% Dec 2025
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Susquehanna International 28k $1.5M 115% Dec 2025
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Motiv8 Investments 22k $1.2M 2% Dec 2025
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Essential Planning 21k $1.1M -1% Dec 2025
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Summit Financial 20k $1.1M -7% Dec 2025
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YCMNET Advisors 20k $1.1M -32% Dec 2025
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Miracle Mile Advisors 20k $1.1M -18% Dec 2025
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Rehmann Capital Advisory 20k $1.1M 101% Sep 2025
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Td Private Client Wealth 18k $978k 5% Dec 2025
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Fiduciary Trust Company 18k $947k 0% Dec 2025
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Creative Planning 17k $912k 100% Dec 2025
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Alesco Advisors 17k $897k 0% Dec 2025
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Ascent Group 17k $884k 100% Dec 2025
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Steward Partners Investment Advisory 16k $878k 0% Dec 2025
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Burt Wealth Advisors 15k $816k 0% Sep 2025
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Advisory Services Network 14k $756k 1% Dec 2025
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Gallagher Capital Advisors 14k $597k 100% Dec 2025
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Cherry Tree Wealth Management 13k $713k 14% Dec 2025
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Mml Investors Services 13k $680k 16% Dec 2025
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Rockefeller Capital Management 12k $627k 3% Dec 2025
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Ausdal Financial Partners 12k $616k -5% Dec 2025
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WCG Wealth Advisors 11k $612k 100% Dec 2025
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HMV Wealth Advisors 11k $572k 0% Dec 2025
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Gould Asset Management 10k $558k 0% Sep 2025
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Courage Miller Partners 10k $541k 0% Dec 2025
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Tower Research Capital 9.7k $523k 100% Dec 2025
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Hanson McClain Advisors 9.7k $519k -7% Dec 2025
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A. Montag and Associates 9.4k $505k 100% Dec 2025
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Jim Saulnier & Associates 8.6k $463k -1% Dec 2025
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Vertex Planning Partners 8.2k $441k -3% Dec 2025
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Breakwater Investment Management 8.2k $441k 0% Dec 2025
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Cetera Investment Advisers 7.9k $421k 59% Dec 2025
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NorthRock Partners 7.8k $421k 100% Dec 2025
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Dimension Capital Management Partners 7.5k $402k 0% Dec 2025
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Cambridge Investment Research Advisors 6.8k $365k -28% Dec 2025
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Jones Financial Companies, L.L 6.6k $353k 35% Dec 2025
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Kestra Advisory Services 6.6k $352k 19% Dec 2025
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Diversified Trust Company 6.3k $340k 0% Dec 2025
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Evanson Asset Management 6.3k $338k 0% Dec 2025
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Mercer Global Advisors 5.8k $311k 4% Dec 2025
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Mezzasalma Advisors 5.8k $310k 100% Dec 2025
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Iron Financial 5.5k $295k 1% Dec 2025
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Pnc Financial Services 5.3k $286k -14% Dec 2025
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Breakwater Capital Group 5.3k $284k 100% Dec 2025
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Pinnacle Financial Partners 5.2k $276k 100% Dec 2025
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Synovus Financial Corp. 5.2k $279k 0% Sep 2025
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Pines Wealth Management 5.1k $276k 0% Dec 2025
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Marathon Strategic Advisors 5.0k $268k -3% Dec 2025
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HPM Partners 4.6k $244k 100% Dec 2025
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HighTower Advisors 4.5k $244k 0% Dec 2025
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Krasney Financial 4.3k $230k -5% Dec 2025
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Delap Wealth Advisory 4.3k $230k -16% Dec 2025
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Archetype Wealth Partners 4.3k $229k 0% Dec 2025
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Canandaigua National Bank and Trust Company 4.2k $223k 0% Dec 2025
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Midwest Trust 4.1k $220k 100% Dec 2025
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Apella Capital 4.0k $214k -4% Dec 2025
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Cambient Family Office 3.7k $200k 100% Dec 2025
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Brian McDonald 2.5k $135k -1% Dec 2025
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CWM 2.4k $128k -3% Dec 2025
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Jpmorgan Chase & Co 2.0k $107k 100% Sep 2025
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MAI Wealth Advisors 2.0k $105k -2% Dec 2025
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Geneos Wealth Management 1.7k $90k -35% Dec 2025
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Maseco 1.1k $60k 0% Dec 2025
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Dogwood Wealth Management 1.1k $59k 0% Dec 2025
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Global Retirement Partners 1.0k $55k -14% Dec 2025
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KERR FINANCIAL PLANNING Corp 906.00 $49k 100% Dec 2025
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Pinnacle Wealth Planning Services 886.00 $48k 100% Dec 2025
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Atwood & Palmer 800.00 $43k 0% Dec 2025
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William Blair $ Company 645.00 $35k 0% Sep 2025
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AE Wealth Management 583.00 $31k 1% Dec 2025
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Cornerstone Planning Group 421.00 $23k 0% Dec 2025
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Pinnacle Bank 380.00 $20k 0% Dec 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 $17k 0% Dec 2025
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Princeton Global Asset Management 312.00 $17k 0% Dec 2025
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Hartland & Co 288.00 $15k 100% Dec 2025
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Fifth Third Bancorp 207.00 $11k 0% Dec 2025
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Fiduciary Advisors 202.00 $11k 1% Dec 2025
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Northwestern Mutual Wealth Management Company 200.00 $11k 100% Dec 2025
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Goss Wealth Management 116.00 $6.2k -100% Dec 2025
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McIlrath & Eck 89.00 $4.8k 0% Dec 2025
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Harwood Advisory 82.00 $4.4k 0% Dec 2025
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Harbour Investments 76.00 $4.1k 0% Dec 2025
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Financial Gravity Wealth 65.00 $3.5k 0% Dec 2025
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Farther Finance Advisors 32.00 $1.7k -82% Dec 2025
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Assetmark 13.00 $697.999900 0% Dec 2025
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FMR 5.00 $278.000000 67% Sep 2025
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Who sold out of PIMCO 1-5 Year US TIPS Index Fund?

Fund or Company Name Date Sold Shares Held Valued At
3EDGE Asset Management Sep 2025 186k $10M
Buckingham Strategic Partners Sep 2025 59k $3.2M
One Capital Management Sep 2025 39k $2.1M
Kovitz Investment Group Partners Sep 2025 36k $2.0M
Citadel Advisors Jun 2025 18k $971k
Perennial Investment Advisors Sep 2025 13k $715k
KWB Wealth Sep 2025 7.3k $391k
Private Advisor Sep 2025 5.8k $312k
CogentBlue Wealth Advisors Sep 2025 5.1k $275k
Consolidated Portfolio Review Corp Sep 2025 5.0k $268k
Detalus Advisors Sep 2025 4.0k $218k
Semitam Bonam Sep 2025 3.8k $204k
Natural Investments Sep 2025 3.6k $352k
Ridgewood Investments Jun 2025 350.00 $19k
Sontag Advisory Sep 2025 211.00 $11k
Tortoise Investment Management Sep 2025 20.00 $1.1k