Who owns PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of STPZ from SEC Form 13F filings across 83 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 83 institutions disclosed 5.0M shares of PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund worth $265.0M — about 50% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
83
13F holders
$265.0M
value, 2026 filers
50%
of shares outstanding (5.0M sh)
14
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of STPZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 999,708 | $53.3M | 0.0% | 10.1% | +54.5% |
| 2 | Ameritas Advisory Services, LLC | 562,327 | $30.0M | 0.6% | 5.7% | +54.0% |
| 3 | MORGAN STANLEY | 497,960 | $26.6M | 0.0% | 5% | +8.2% |
| 4 | IHT Wealth Management, LLCNEW | 301,135 | $16.1M | 0.3% | 3% | new |
| 5 | LPL Financial LLC | 260,841 | $13.9M | 0.0% | 2.6% | +19.9% |
| 6 | Bleakley Financial Group, LLC | 255,166 | $13.6M | 0.2% | 2.6% | +0.2% |
| 7 | WELLS FARGO & COMPANY/MN | 217,200 | $11.6M | 0.0% | 2.2% | -11.9% |
| 8 | GOLDMAN SACHS GROUP INC | 181,292 | $9.7M | 0.0% | 1.8% | +3.6% |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | 155,678 | $8.3M | 0.1% | 1.6% | +15.7% |
| 10 | ROYAL BANK OF CANADA | 149,193 | $8.0M | 0.0% | 1.5% | +1.7% |
| 11 | OSAIC HOLDINGS, INC. | 144,471 | $7.7M | 0.0% | 1.5% | +16.6% |
| 12 | D.A. DAVIDSON & CO. | 115,738 | $6.2M | 0.0% | 1.2% | +72.5% |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 83,546 | $4.5M | 0.0% | 0.8% | +3.9% |
| 14 | Focus Partners Wealth | 83,067 | $4.4M | 0.0% | 0.8% | +24.3% |
| 15 | CITADEL ADVISORS LLC | 80,411 | $4.3M | 0.0% | 0.8% | +90.9% |
| 16 | JANE STREET GROUP, LLC | 66,219 | $3.5M | 0.0% | 0.7% | +277.5% |
| 17 | STIFEL FINANCIAL CORP | 64,197 | $3.4M | 0.0% | 0.6% | -29.8% |
| 18 | Focus Partners Advisor Solutions, LLC | 52,462 | $2.8M | 0.0% | 0.5% | -1.5% |
| 19 | AMERIPRISE FINANCIAL INC | 51,178 | $2.7M | 0.0% | 0.5% | -19.8% |
| 20 | CAPTRUST FINANCIAL ADVISORS | 48,445 | $2.6M | 0.0% | 0.5% | -21.9% |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | 46,280 | $2.5M | 0.0% | 0.5% | +54.6% |
| 22 | Atria Investments, IncNEW | 44,382 | $2.4M | 0.0% | 0.4% | new |
| 23 | Concurrent Investment Advisors, LLC | 42,203 | $2.3M | 0.0% | 0.4% | +1.5% |
| 24 | UBS Group AG | 42,144 | $2.2M | 0.0% | 0.4% | -1.5% |
| 25 | Destination Wealth Management | 37,575 | $2.0M | 0.0% | 0.4% | +74.4% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.