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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 1000k | $53M | 55% | Jun 2026 |
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| Walled Lake Planning & Wealth Management | 606k | $32M | 100% | Jun 2026 |
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| Ameritas Advisory Services | 562k | $30M | 54% | Jun 2026 |
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| Bank of Nova Scotia | 512k | $28M | 83% | Jun 2026 |
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| Morgan Stanley | 460k | $39M | -10% | Mar 2026 |
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| IHT Wealth Management | 301k | $16M | 100% | Jun 2026 |
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| Eagle Strategies | 289k | $15M | 5% | Jun 2026 |
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| LPL Financial | 261k | $14M | 20% | Jun 2026 |
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| Bleakley Financial Group | 255k | $14M | 0% | Jun 2026 |
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| Wells Fargo & Company | 217k | $12M | -12% | Jun 2026 |
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| Goldman Sachs Group | 181k | $9.7M | 4% | Jun 2026 |
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| Great Valley Advisor Group | 156k | $8.3M | 16% | Jun 2026 |
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| Royal Bank of Canada | 149k | $8.0M | 2% | Jun 2026 |
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| Advisor Group Holdings | 145k | $7.7M | 17% | Jun 2026 |
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| Kelman-Lazarov | 131k | $7.0M | 1% | Jun 2026 |
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| Tiaa Trust, National Association | 120k | $6.4M | 2% | Jun 2026 |
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| D.A. Davidson & Co. | 116k | $6.2M | 73% | Jun 2026 |
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| Arbor Investment Advisors | 105k | $5.6M | 9% | Jun 2026 |
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| Optimus Capital Advisors | 97k | $5.2M | 1% | Jun 2026 |
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| Envestnet Asset Management | 84k | $4.5M | 4% | Jun 2026 |
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| Colony | 83k | $4.4M | 24% | Jun 2026 |
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| Citadel Advisors | 80k | $4.3M | 91% | Jun 2026 |
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| Lutz Financial Services | 77k | $4.1M | 0% | Jun 2026 |
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| Jane Street | 66k | $3.5M | 277% | Jun 2026 |
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| Stifel Financial | 64k | $3.4M | -30% | Jun 2026 |
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| Beacon Pointe Advisors | 60k | $3.2M | -5% | Jun 2026 |
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| Tiaa-cref Individual & Institutional Services | 58k | $3.1M | -13% | Jun 2026 |
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| Buckingham Strategic Partners | 53k | $2.8M | -1% | Jun 2026 |
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| Ameriprise Financial | 51k | $2.7M | -20% | Jun 2026 |
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| Lantern Wealth Advisors | 51k | $2.7M | 16% | Jun 2026 |
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| Captrust Financial Advisors | 48k | $2.6M | -22% | Jun 2026 |
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| Commonwealth Equity Services | 46k | $2.5M | 55% | Jun 2026 |
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| Atria Investments | 44k | $2.4M | 100% | Jun 2026 |
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| Concurrent Investment Advisors | 42k | $2.3M | 1% | Jun 2026 |
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| UBS Group | 42k | $2.2M | -1% | Jun 2026 |
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| YCMNET Advisors | 38k | $2.0M | 74% | Jun 2026 |
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| Hudson Portfolio Management | 33k | $1.8M | -3% | Jun 2026 |
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| Branch Banking & Trust Company | 33k | $1.7M | -7% | Jun 2026 |
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| Belleair Asset Management | 27k | $1.5M | -3% | Jun 2026 |
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| Summit Financial | 25k | $1.3M | 2% | Jun 2026 |
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| Raymond James Financial | 21k | $1.1M | -22% | Jun 2026 |
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| Rehmann Capital Advisory | 20k | $1.0M | 0% | Jun 2026 |
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| Essential Planning | 19k | $1.0M | -5% | Jun 2026 |
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| Creative Planning | 19k | $999k | 11% | Jun 2026 |
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| Perennial Investment Advisors | 18k | $971k | 100% | Jun 2026 |
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| Td Private Client Wealth | 18k | $941k | 14% | Jun 2026 |
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| Advisory Services Network | 18k | $931k | 23% | Jun 2026 |
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| Cetera Investment Advisers | 17k | $904k | 19% | Jun 2026 |
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| Alesco Advisors | 17k | $891k | 0% | Jun 2026 |
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| Flow Traders US | 15k | $821k | 100% | Jun 2026 |
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| Fiduciary Trust Company | 14k | $754k | 0% | Jun 2026 |
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| Mml Investors Services | 14k | $725k | 149% | Jun 2026 |
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| Cherry Tree Wealth Management | 13k | $715k | 0% | Mar 2026 |
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| Rockefeller Capital Management | 12k | $637k | 2% | Jun 2026 |
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| WCG Wealth Advisors | 12k | $614k | 1% | Jun 2026 |
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| HMV Wealth Advisors | 11k | $568k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 10k | $556k | -28% | Jun 2026 |
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| Courage Miller Partners | 10k | $538k | 0% | Jun 2026 |
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| Gould Asset Management | 10k | $537k | 0% | Jun 2026 |
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| Hanson McClain Advisors | 9.9k | $529k | 6% | Jun 2026 |
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| A. Montag and Associates | 9.5k | $508k | 1% | Jun 2026 |
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| Ausdal Financial Partners | 9.2k | $490k | -11% | Jun 2026 |
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| Jones Financial Companies, L.L | 9.1k | $487k | 32% | Jun 2026 |
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| Vertex Planning Partners | 9.0k | $478k | 0% | Jun 2026 |
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| Breakwater Investment Management | 8.1k | $433k | 0% | Jun 2026 |
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| NorthRock Partners | 7.9k | $420k | 1% | Jun 2026 |
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| Dimension Capital Management Partners | 7.5k | $399k | 0% | Jun 2026 |
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| Private Advisor | 7.0k | $375k | 100% | Jun 2026 |
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| Mezzasalma Advisors | 6.9k | $369k | 13% | Jun 2026 |
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| Evanson Financial | 6.3k | $336k | 100% | Jun 2026 |
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| Evanson Asset Management | 6.3k | $341k | 0% | Mar 2026 |
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| Kestra Advisory Services | 6.2k | $329k | -25% | Jun 2026 |
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| Diversified Trust Company | 6.0k | $320k | 0% | Jun 2026 |
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| Sontag Advisory | 5.9k | $317k | 100% | Jun 2026 |
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| Jpmorgan Chase & Co | 5.8k | $310k | 100% | Jun 2026 |
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| Iron Financial | 5.6k | $299k | 2% | Jun 2026 |
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| Mercer Global Advisors | 5.6k | $299k | 0% | Jun 2026 |
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| Miracle Mile Advisors | 5.6k | $299k | 0% | Jun 2026 |
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| Pinnacle Financial Partners | 5.2k | $275k | 0% | Jun 2026 |
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| Pines Wealth Management | 5.1k | $272k | -1% | Jun 2026 |
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| Marathon Strategic Advisors | 5.0k | $265k | 0% | Jun 2026 |
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| Robertson Stephens Wealth Management | 4.6k | $245k | 100% | Jun 2026 |
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| HighTower Advisors | 4.6k | $245k | 1% | Jun 2026 |
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| Archetype Wealth Partners | 4.3k | $230k | 1% | Jun 2026 |
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| Delap Wealth Advisory | 4.3k | $228k | 0% | Jun 2026 |
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| Krasney Financial | 4.2k | $229k | -1% | Mar 2026 |
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| Integrated Wealth Concepts | 4.2k | $225k | 100% | Jun 2026 |
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| Canandaigua National Bank and Trust Company | 4.2k | $221k | 0% | Jun 2026 |
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| Canandaigua National Bank and Trust Company | 4.2k | $225k | 100% | Mar 2026 |
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| Western Reserve Capital Management | 4.1k | $220k | 0% | Jun 2026 |
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| Apella Capital | 4.0k | $210k | 0% | Jun 2026 |
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| Manufacturers Life Insurance Company | 3.8k | $205k | -70% | Jun 2026 |
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| SRS Capital Advisors | 3.7k | $200k | 100% | Jun 2026 |
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| EP Wealth Advisors | 3.1k | $167k | 100% | Jun 2026 |
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| IFG Advisory | 2.5k | $132k | 100% | Jun 2026 |
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| CWM | 1.8k | $97k | -24% | Mar 2026 |
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| Colonial Trust Co / SC | 1.1k | $57k | 100% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 886.00 | $47k | 0% | Jun 2026 |
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| Dogwood Wealth Management | 821.00 | $44k | -5% | Jun 2026 |
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| Atwood & Palmer | 800.00 | $43k | 0% | Jun 2026 |
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| Maseco | 793.00 | $42k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 765.00 | $41k | -69% | Jun 2026 |
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| William Blair $ Company | 645.00 | $34k | 0% | Jun 2026 |
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| AE Wealth Management | 596.00 | $32k | 2% | Jun 2026 |
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| KERR FINANCIAL PLANNING Corp | 464.00 | $25k | 2% | Jun 2026 |
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| Golden State Equity Partners | 405.00 | $22k | 0% | Jun 2026 |
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| Global Retirement Partners | 382.00 | $20k | -63% | Jun 2026 |
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| Pinnacle Bank | 380.00 | $20k | 0% | Jun 2026 |
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| Strategic Wealth Partners | 351.00 | $19k | -1% | Jun 2026 |
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| Federation des caisses Desjardins du Quebec | 323.00 | $17k | 0% | Jun 2026 |
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| Oakmont Advisory Group | 315.00 | $17k | 100% | Jun 2026 |
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| Princeton Global Asset Management | 312.00 | $17k | 0% | Jun 2026 |
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| Fiduciary Advisors | 206.00 | $11k | 2% | Jun 2026 |
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| Russell Investments | 101.00 | $5.4k | 100% | Jun 2026 |
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| Goss Wealth Management | 85.00 | $4.5k | 0% | Jun 2026 |
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| Harwood Advisory | 83.00 | $4.5k | 1% | Mar 2026 |
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| Harbour Investments | 76.00 | $4.1k | -51% | Jun 2026 |
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| Financial Gravity Wealth | 65.00 | $3.5k | 0% | Mar 2026 |
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| Farther Finance Advisors | 32.00 | $1.7k | 0% | Jun 2026 |
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| Assetmark | 13.00 | $693.000100 | 0% | Jun 2026 |
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| Simplex Trading | 4.00 | $213.000000 | -20% | Jun 2026 |
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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 |
|---|---|---|---|
| Elevation Capital Advisory | Mar 2026 | 144k | $7.8M |
| Susquehanna International | Mar 2026 | 21k | $1.1M |
| Tower Research Capital | Mar 2026 | 18k | $945k |
| Ascent Group | Mar 2026 | 16k | $869k |
| KFA Private Wealth Group | Mar 2026 | 8.6k | $464k |
| Jim Saulnier & Associates | Mar 2026 | 8.3k | $449k |
| Breakwater Capital Group | Mar 2026 | 6.1k | $329k |
| Cambient Family Office | Mar 2026 | 3.7k | $201k |
| MAI Wealth Advisors | Mar 2026 | 2.0k | $107k |
| Abound Wealth Management | Mar 2026 | 284.00 | $15k |
| Cornerstone Planning Group | Mar 2026 | 251.00 | $14k |
| McIlrath & Eck | Dec 2025 | 89.00 | $4.8k |
| Indiana Trust & Investment Management | Mar 2026 | 64.00 | $3.5k |