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 company filings.
Institutional ownership of STPZ from SEC Form 13F filings across 116 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, 116 institutions disclosed 7.3M shares of PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund worth $391.7M — about 73.8% of shares outstanding; the largest disclosed holder is BANK OF AMERICA CORP /DE/. Source: SEC Form 13F filings, parsed by EvidInvest.
116
13F holders
$391.7M
value, 2026 filers
73.8%
of shares outstanding (7.3M sh)
20
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 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCNEW | 605,911 | $32.3M | 8.2% | 6.1% | new |
| 3 | Ameritas Advisory Services, LLC | 562,327 | $30.0M | 0.6% | 5.7% | +54.0% |
| 4 | BANK OF NOVA SCOTIA | 512,308 | $27.6M | 0.0% | 5.2% | +82.6% |
| 5 | MORGAN STANLEY | 497,960 | $26.6M | 0.0% | 5% | +8.2% |
| 6 | IHT Wealth Management, LLCNEW | 301,135 | $16.1M | 0.3% | 3% | new |
| 7 | Eagle Strategies LLC | 289,382 | $15.4M | 1.5% | 2.9% | +5.1% |
| 8 | LPL Financial LLC | 260,841 | $13.9M | 0.0% | 2.6% | +19.9% |
| 9 | Bleakley Financial Group, LLC | 255,166 | $13.6M | 0.2% | 2.6% | +0.2% |
| 10 | WELLS FARGO & COMPANY/MN | 217,200 | $11.6M | 0.0% | 2.2% | -11.9% |
| 11 | GOLDMAN SACHS GROUP INC | 181,292 | $9.7M | 0.0% | 1.8% | +3.6% |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | 155,678 | $8.3M | 0.1% | 1.6% | +15.7% |
| 13 | ROYAL BANK OF CANADA | 149,193 | $8.0M | 0.0% | 1.5% | +1.7% |
| 14 | OSAIC HOLDINGS, INC. | 144,471 | $7.7M | 0.0% | 1.5% | +16.6% |
| 15 | Kelman-Lazarov, Inc. | 131,408 | $7.0M | 0.9% | 1.3% | +0.8% |
| 16 | TIAA TRUST, NATIONAL ASSOCIATION | 119,832 | $6.4M | 0.4% | 1.2% | +1.6% |
| 17 | D.A. DAVIDSON & CO. | 115,738 | $6.2M | 0.0% | 1.2% | +72.5% |
| 18 | Arbor Investment Advisors, LLC | 105,322 | $5.6M | 0.6% | 1.1% | +9.2% |
| 19 | Optimus Capital Advisors, LLCNEW | 96,664 | $5.2M | 2.8% | 1% | new |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 83,546 | $4.5M | 0.0% | 0.8% | +3.9% |
| 21 | Focus Partners Wealth | 83,067 | $4.4M | 0.0% | 0.8% | +24.3% |
| 22 | CITADEL ADVISORS LLC | 80,411 | $4.3M | 0.0% | 0.8% | +90.9% |
| 23 | Lutz Financial Services LLC | 76,584 | $4.1M | 0.2% | 0.8% | 0.0% |
| 24 | JANE STREET GROUP, LLC | 66,219 | $3.5M | 0.0% | 0.7% | +277.5% |
| 25 | STIFEL FINANCIAL CORP | 64,197 | $3.4M | 0.0% | 0.6% | -29.8% |
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.