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
Download as csv
Download as Excel
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 |
|
| Morgan Stanley | 460k | $39M | -10% | Mar 2026 |
|
| Ameritas Advisory Services | 365k | $20M | 0% | Mar 2026 |
|
| Bank of Nova Scotia | 281k | $15M | 2% | Mar 2026 |
|
| Eagle Strategies | 275k | $15M | 3% | Mar 2026 |
|
| Bleakley Financial Group | 255k | $14M | 0% | Mar 2026 |
|
| Wells Fargo & Company | 246k | $13M | -2% | Mar 2026 |
|
| LPL Financial | 218k | $12M | 7% | Mar 2026 |
|
| Goldman Sachs Group | 175k | $9.5M | 12% | Mar 2026 |
|
| Royal Bank of Canada | 147k | $7.9M | 11% | Mar 2026 |
|
| Elevation Capital Advisory | 144k | $7.8M | 100% | Mar 2026 |
|
| Great Valley Advisor Group | 135k | $7.3M | 5% | Mar 2026 |
|
| Kelman-Lazarov | 130k | $7.1M | -3% | Mar 2026 |
|
| Advisor Group Holdings | 130k | $7.0M | 0% | Dec 2025 |
|
| Tiaa Trust, National Association | 118k | $6.4M | -47% | Mar 2026 |
|
| Arbor Investment Advisors | 96k | $5.2M | 2% | Mar 2026 |
|
| Stifel Financial | 92k | $4.9M | 2% | Mar 2026 |
|
| Envestnet Asset Management | 80k | $4.3M | -9% | Mar 2026 |
|
| Lutz Financial Services | 77k | $4.1M | -3% | Mar 2026 |
|
| Colony | 68k | $3.7M | 114% | Dec 2025 |
|
| D.A. Davidson & Co. | 67k | $3.6M | 6% | Mar 2026 |
|
| Tiaa-cref Individual & Institutional Services | 67k | $3.6M | 100% | Mar 2026 |
|
| Ameriprise Financial | 64k | $3.5M | 0% | Mar 2026 |
|
| IHT Wealth Management | 63k | $3.4M | -44% | Dec 2025 |
|
| Beacon Pointe Advisors | 57k | $3.0M | -22% | Dec 2025 |
|
| Buckingham Strategic Partners | 53k | $2.9M | 100% | Mar 2026 |
|
| Captrust Financial Advisors | 45k | $2.4M | -8% | Dec 2025 |
|
| Lantern Wealth Advisors | 44k | $2.4M | 2% | Mar 2026 |
|
| UBS Group | 43k | $2.3M | 3% | Mar 2026 |
|
| Citadel Advisors | 42k | $2.3M | 13% | Mar 2026 |
|
| Concurrent Investment Advisors | 42k | $2.2M | 1% | Mar 2026 |
|
| Branch Banking & Trust Company | 35k | $1.9M | -4% | Mar 2026 |
|
| Hudson Portfolio Management | 34k | $1.8M | 8% | Dec 2025 |
|
| Commonwealth Equity Services | 30k | $1.6M | -1% | Mar 2026 |
|
| Belleair Asset Management | 28k | $1.5M | -10% | Mar 2026 |
|
| Raymond James Financial | 28k | $1.5M | 268% | Dec 2025 |
|
| Susquehanna International | 28k | $1.5M | 115% | Dec 2025 |
|
| Summit Financial | 25k | $1.3M | 22% | Mar 2026 |
|
| Motiv8 Investments | 22k | $1.2M | 2% | Dec 2025 |
|
| YCMNET Advisors | 22k | $1.2M | 9% | Mar 2026 |
|
| Essential Planning | 20k | $1.1M | -5% | Mar 2026 |
|
| Rehmann Capital Advisory | 20k | $1.1M | 0% | Mar 2026 |
|
| Fiduciary Trust Company | 18k | $947k | 0% | Dec 2025 |
|
| Jane Street | 18k | $949k | -81% | Mar 2026 |
|
| Creative Planning | 17k | $917k | 0% | Mar 2026 |
|
| Alesco Advisors | 17k | $904k | 0% | Mar 2026 |
|
| Ascent Group | 17k | $884k | 100% | Dec 2025 |
|
| Td Private Client Wealth | 16k | $840k | -15% | Mar 2026 |
|
| Steward Partners Investment Advisory | 14k | $781k | -12% | Mar 2026 |
|
| Cetera Investment Advisers | 14k | $772k | 82% | Mar 2026 |
|
| Advisory Services Network | 14k | $756k | 1% | Dec 2025 |
|
| Cherry Tree Wealth Management | 13k | $715k | 0% | Mar 2026 |
|
| Manufacturers Life Insurance Company | 13k | $696k | 100% | Mar 2026 |
|
| Rockefeller Capital Management | 12k | $634k | 0% | Mar 2026 |
|
| WCG Wealth Advisors | 11k | $617k | 0% | Mar 2026 |
|
| HMV Wealth Advisors | 11k | $577k | 0% | Mar 2026 |
|
| Ausdal Financial Partners | 10k | $557k | -10% | Mar 2026 |
|
| Courage Miller Partners | 10k | $546k | 0% | Mar 2026 |
|
| Gould Asset Management | 10k | $544k | -1% | Mar 2026 |
|
| Tower Research Capital | 9.7k | $523k | 100% | Dec 2025 |
|
| Hanson McClain Advisors | 9.7k | $519k | -7% | Dec 2025 |
|
| A. Montag and Associates | 9.4k | $508k | 0% | Mar 2026 |
|
| KFA Private Wealth Group | 8.6k | $464k | 100% | Mar 2026 |
|
| Jim Saulnier & Associates | 8.3k | $449k | -4% | Mar 2026 |
|
| Kestra Advisory Services | 8.2k | $446k | 26% | Mar 2026 |
|
| Vertex Planning Partners | 8.2k | $441k | -3% | Dec 2025 |
|
| Breakwater Investment Management | 8.2k | $441k | 0% | Dec 2025 |
|
| NorthRock Partners | 7.8k | $424k | 0% | Mar 2026 |
|
| Dimension Capital Management Partners | 7.5k | $402k | 0% | Dec 2025 |
|
| Jones Financial Companies, L.L | 6.6k | $353k | 35% | Dec 2025 |
|
| Evanson Asset Management | 6.3k | $341k | 0% | Mar 2026 |
|
| Mezzasalma Advisors | 6.1k | $332k | 6% | Mar 2026 |
|
| Breakwater Capital Group | 6.1k | $329k | 15% | Mar 2026 |
|
| Diversified Trust Company | 6.0k | $325k | -5% | Mar 2026 |
|
| Mercer Global Advisors | 5.6k | $303k | -3% | Mar 2026 |
|
| Miracle Mile Advisors | 5.6k | $303k | -72% | Mar 2026 |
|
| Iron Financial | 5.5k | $298k | 0% | Mar 2026 |
|
| Mml Investors Services | 5.5k | $296k | -57% | Mar 2026 |
|
| Pinnacle Financial Partners | 5.2k | $276k | 100% | Dec 2025 |
|
| Pines Wealth Management | 5.1k | $278k | 0% | Mar 2026 |
|
| Marathon Strategic Advisors | 5.0k | $269k | -1% | Mar 2026 |
|
| HighTower Advisors | 4.5k | $246k | 0% | Mar 2026 |
|
| Delap Wealth Advisory | 4.3k | $232k | 0% | Mar 2026 |
|
| Archetype Wealth Partners | 4.3k | $231k | 0% | Mar 2026 |
|
| Krasney Financial | 4.2k | $229k | -1% | Mar 2026 |
|
| Canandaigua National Bank and Trust Company | 4.2k | $225k | 100% | Mar 2026 |
|
| Canandaigua National Bank and Trust Company | 4.2k | $223k | 0% | Dec 2025 |
|
| Western Reserve Capital Management | 4.1k | $223k | 100% | Mar 2026 |
|
| Apella Capital | 4.0k | $215k | -1% | Mar 2026 |
|
| Cambient Family Office | 3.7k | $201k | 0% | Mar 2026 |
|
| Brian McDonald | 2.5k | $135k | -1% | Dec 2025 |
|
| Fifth Third Bancorp | 2.5k | $134k | 1097% | Mar 2026 |
|
| CWM | 2.4k | $128k | -3% | Dec 2025 |
|
| MAI Wealth Advisors | 2.0k | $107k | 0% | Mar 2026 |
|
| Global Retirement Partners | 1.0k | $55k | -14% | Dec 2025 |
|
| Pinnacle Wealth Planning Services | 886.00 | $48k | 0% | Mar 2026 |
|
| Dogwood Wealth Management | 866.00 | $47k | -21% | Mar 2026 |
|
| Atwood & Palmer | 800.00 | $43k | 0% | Mar 2026 |
|
| Maseco | 793.00 | $43k | -29% | Mar 2026 |
|
| William Blair $ Company | 645.00 | $35k | 0% | Mar 2026 |
|
| AE Wealth Management | 585.00 | $32k | 0% | Mar 2026 |
|
| KERR FINANCIAL PLANNING Corp | 456.00 | $25k | -50% | Mar 2026 |
|
| Golden State Equity Partners | 405.00 | $22k | 100% | Mar 2026 |
|
| Pinnacle Bank | 380.00 | $21k | 0% | Mar 2026 |
|
| Strategic Wealth Partners | 353.00 | $19k | -2% | Mar 2026 |
|
| Federation des caisses Desjardins du Quebec | 323.00 | $18k | 0% | Mar 2026 |
|
| Princeton Global Asset Management | 312.00 | $17k | 0% | Mar 2026 |
|
| Abound Wealth Management | 284.00 | $15k | 100% | Mar 2026 |
|
| Cornerstone Planning Group | 251.00 | $14k | -40% | Mar 2026 |
|
| Fiduciary Advisors | 202.00 | $11k | 0% | Mar 2026 |
|
| Harbour Investments | 154.00 | $8.4k | 103% | Mar 2026 |
|
| Harwood Advisory | 83.00 | $4.5k | 1% | Mar 2026 |
|
| Financial Gravity Wealth | 65.00 | $3.5k | 0% | Mar 2026 |
|
| Indiana Trust & Investment Management | 64.00 | $3.5k | 100% | Mar 2026 |
|
| Farther Finance Advisors | 32.00 | $1.7k | 0% | Mar 2026 |
|
| Assetmark | 13.00 | $702.999700 | 0% | Mar 2026 |
|
| FMR | 3.00 | $159.999900 | -40% | Dec 2025 |
|
Who sold out of PIMCO 1-5 Year US TIPS Index Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Flow Traders US | Dec 2025 | 92k | $4.9M |
| Gallagher Capital Advisors | Dec 2025 | 14k | $597k |
| Cambridge Investment Research Advisors | Dec 2025 | 6.8k | $365k |
| Pnc Financial Services | Dec 2025 | 5.3k | $286k |
| HPM Partners | Dec 2025 | 4.6k | $244k |
| Midwest Trust | Dec 2025 | 4.1k | $220k |
| Jpmorgan Chase & Co | Sep 2025 | 2.0k | $107k |
| Geneos Wealth Management | Dec 2025 | 1.7k | $90k |
| Hartland & Co | Dec 2025 | 288.00 | $15k |
| Northwestern Mutual Wealth Management Company | Dec 2025 | 200.00 | $11k |
| Goss Wealth Management | Dec 2025 | 116.00 | $6.2k |
| McIlrath & Eck | Dec 2025 | 89.00 | $4.8k |