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 | 647k | $35M | 100% | Mar 2026 |
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| Morgan Stanley | 460k | $39M | -10% | Mar 2026 |
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| Ameritas Advisory Services | 365k | $20M | 0% | Mar 2026 |
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| Bank of Nova Scotia | 281k | $15M | 2% | Mar 2026 |
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| Eagle Strategies | 275k | $15M | 3% | Mar 2026 |
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| Bleakley Financial Group | 255k | $14M | 0% | Jun 2026 |
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| Wells Fargo & Company | 246k | $13M | -2% | Mar 2026 |
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| LPL Financial | 218k | $12M | 7% | Mar 2026 |
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| Goldman Sachs Group | 175k | $9.5M | 12% | Mar 2026 |
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| Royal Bank of Canada | 147k | $7.9M | 100% | Mar 2026 |
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| Great Valley Advisor Group | 135k | $7.3M | 5% | Mar 2026 |
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| Kelman-Lazarov | 130k | $7.1M | -3% | Mar 2026 |
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| Advisor Group Holdings | 124k | $6.7M | -5% | Mar 2026 |
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| Tiaa Trust, National Association | 118k | $6.4M | -47% | Mar 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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| Stifel Financial | 92k | $4.9M | 2% | Mar 2026 |
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| Envestnet Asset Management | 80k | $4.3M | -9% | Mar 2026 |
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| Lutz Financial Services | 77k | $4.1M | 0% | Jun 2026 |
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| Colony | 67k | $3.6M | -2% | Mar 2026 |
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| Tiaa-cref Individual & Institutional Services | 67k | $3.6M | 100% | Mar 2026 |
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| Ameriprise Financial | 64k | $3.5M | 0% | Mar 2026 |
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| Beacon Pointe Advisors | 63k | $3.4M | 12% | Mar 2026 |
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| Captrust Financial Advisors | 62k | $3.4M | 39% | Mar 2026 |
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| Buckingham Strategic Partners | 53k | $2.8M | -1% | Jun 2026 |
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| Lantern Wealth Advisors | 51k | $2.7M | 16% | 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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| UBS Group | 43k | $2.3M | 3% | Mar 2026 |
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| Citadel Advisors | 42k | $2.3M | 13% | Mar 2026 |
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| Concurrent Investment Advisors | 42k | $2.2M | 1% | Mar 2026 |
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| Hudson Portfolio Management | 34k | $1.9M | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 33k | $1.7M | -7% | Jun 2026 |
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| Belleair Asset Management | 28k | $1.5M | -10% | Mar 2026 |
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| Raymond James Financial | 27k | $1.5M | -3% | Mar 2026 |
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| Summit Financial | 25k | $1.3M | 22% | Mar 2026 |
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| YCMNET Advisors | 22k | $1.2M | 9% | Mar 2026 |
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| Susquehanna International | 21k | $1.1M | -23% | Mar 2026 |
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| Essential Planning | 20k | $1.1M | -5% | Mar 2026 |
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| Rehmann Capital Advisory | 20k | $1.1M | 0% | Mar 2026 |
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| Td Private Client Wealth | 18k | $941k | 14% | Jun 2026 |
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| Jane Street | 18k | $949k | -81% | Mar 2026 |
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| Tower Research Capital | 18k | $945k | 79% | Mar 2026 |
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| Creative Planning | 17k | $917k | 0% | Mar 2026 |
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| Alesco Advisors | 17k | $891k | 0% | Jun 2026 |
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| Steward Partners Investment Advisory | 14k | $781k | -12% | Mar 2026 |
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| Cetera Investment Advisers | 14k | $772k | 82% | Mar 2026 |
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| Advisory Services Network | 14k | $766k | 0% | Mar 2026 |
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| Fiduciary Trust Company | 14k | $765k | -20% | Mar 2026 |
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| Cherry Tree Wealth Management | 13k | $715k | 0% | Mar 2026 |
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| Manufacturers Life Insurance Company | 13k | $696k | 100% | Mar 2026 |
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| Rockefeller Capital Management | 12k | $634k | 0% | Mar 2026 |
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| WCG Wealth Advisors | 11k | $617k | 0% | Mar 2026 |
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| HMV Wealth Advisors | 11k | $577k | 0% | Mar 2026 |
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| Ausdal Financial Partners | 10k | $557k | -10% | Mar 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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| A. Montag and Associates | 9.5k | $508k | 1% | Jun 2026 |
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| Hanson McClain Advisors | 9.4k | $507k | -3% | Mar 2026 |
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| Vertex Planning Partners | 9.0k | $486k | 9% | Mar 2026 |
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| Breakwater Investment Management | 8.1k | $433k | 0% | Jun 2026 |
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| NorthRock Partners | 7.8k | $424k | 0% | Mar 2026 |
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| Dimension Capital Management Partners | 7.5k | $405k | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 6.9k | $373k | 5% | Mar 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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| Mezzasalma Advisors | 6.1k | $332k | 6% | Mar 2026 |
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| Diversified Trust Company | 6.0k | $320k | 0% | Jun 2026 |
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| Mercer Global Advisors | 5.6k | $303k | -3% | Mar 2026 |
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| Miracle Mile Advisors | 5.6k | $303k | -72% | Mar 2026 |
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| Iron Financial | 5.5k | $298k | 0% | Mar 2026 |
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| Mml Investors Services | 5.5k | $296k | -57% | Mar 2026 |
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| Pinnacle Financial Partners | 5.2k | $279k | 0% | Mar 2026 |
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| Pines Wealth Management | 5.1k | $278k | 0% | Mar 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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| Delap Wealth Advisory | 4.3k | $228k | 0% | Jun 2026 |
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| Archetype Wealth Partners | 4.3k | $231k | 0% | Mar 2026 |
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| Krasney Financial | 4.2k | $229k | -1% | Mar 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 | $223k | 100% | Mar 2026 |
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| Apella Capital | 4.0k | $210k | 0% | Jun 2026 |
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| Cambient Family Office | 3.7k | $201k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 2.0k | $107k | 0% | Mar 2026 |
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| CWM | 1.8k | $97k | -24% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 886.00 | $48k | 0% | Mar 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 | $35k | 0% | Mar 2026 |
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| AE Wealth Management | 585.00 | $32k | 0% | Mar 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 | 353.00 | $19k | -2% | Mar 2026 |
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| Federation des caisses Desjardins du Quebec | 323.00 | $18k | 0% | Mar 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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| Harbour Investments | 154.00 | $8.4k | 103% | Mar 2026 |
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| Russell Investments | 101.00 | $5.4k | 100% | Jun 2026 |
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| Goss Wealth Management | 85.00 | $4.6k | -27% | Mar 2026 |
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| Harwood Advisory | 83.00 | $4.5k | 1% | Mar 2026 |
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| Financial Gravity Wealth | 65.00 | $3.5k | 0% | Mar 2026 |
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| Indiana Trust & Investment Management | 64.00 | $3.5k | 100% | 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 | 5.00 | $270.000000 | 100% | Mar 2026 |
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| FMR | 3.00 | $161.000100 | 0% | Mar 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 |
| Flow Traders US | Dec 2025 | 92k | $4.9M |
| IHT Wealth Management | Dec 2025 | 63k | $3.4M |
| 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 |
| Pnc Financial Services | Dec 2025 | 5.3k | $286k |
| HPM Partners | Dec 2025 | 4.6k | $244k |
| Abound Wealth Management | Mar 2026 | 284.00 | $15k |
| Cornerstone Planning Group | Mar 2026 | 251.00 | $14k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 200.00 | $11k |
| McIlrath & Eck | Dec 2025 | 89.00 | $4.8k |