Who owns PIMCO Broad U.S. TIPS Index Exchange-Traded Fund?
Institutional ownership of TIPZ from SEC Form 13F filings across 33 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.
33
13F holders
$30.5M
value, 2026 filers
36.1%
of shares outstanding (598,801 sh)
7
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 TIPZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 156,967 | $8.2M | 0.0% | 9.5% | +8.1% |
| 2 | BANK OF AMERICA CORP /DE/ | 73,113 | $3.8M | 0.0% | 4.4% | +2.1% |
| 3 | WELLS FARGO & COMPANY/MN | 68,353 | $3.6M | 0.0% | 4.1% | +77.0% |
| 4 | RAYMOND JAMES FINANCIAL INC | 55,914 | $2.9M | 0.0% | 3.4% | -20.2% |
| 5 | MORGAN STANLEY | 43,523 | $2.3M | 0.0% | 2.6% | +43.3% |
| 6 | Apex Wealth Management, LLC | 39,158 | $2.0M | 1.3% | 2.4% | +1.3% |
| 7 | ROYAL BANK OF CANADA | 32,736 | $1.7M | 0.0% | 2% | -27.1% |
| 8 | Fiduciary Trust Co | 30,000 | $1.6M | 0.0% | 1.8% | +50.0% |
| 9 | Steward Partners Investment Advisory, LLC | 15,668 | $819,791 | 0.0% | 0.9% | -11.2% |
| 10 | WEDBUSH SECURITIES INC | 9,706 | $508 | 0.0% | 0.6% | -15.0% |
| 11 | JANE STREET GROUP, LLC | 8,824 | $461,686 | 0.0% | 0.5% | -14.8% |
| 12 | OSAIC HOLDINGS, INC. | 8,109 | $424,397 | 0.0% | 0.5% | +89.7% |
| 13 | Fairway Wealth LLC | 7,486 | $391,680 | 0.1% | 0.5% | +3.4% |
| 14 | Snowden Capital Advisors LLC | 7,180 | $375,669 | 0.0% | 0.4% | +2.4% |
| 15 | HRT FINANCIAL LPNEW | 6,909 | $361 | 0.0% | 0.4% | new |
| 16 | JONES FINANCIAL COMPANIES LLLP | 6,108 | $320,365 | 0.0% | 0.4% | +10.5% |
| 17 | Stratos Wealth Partners, LTD.NEW | 5,322 | $278,469 | 0.0% | 0.3% | new |
| 18 | NewEdge Advisors, LLCNEW | 5,280 | $276,259 | 0.0% | 0.3% | new |
| 19 | MML INVESTORS SERVICES, LLC | 5,021 | $262,689 | 0.0% | 0.3% | +27.3% |
| 20 | Cetera Investment Advisers | 4,179 | $218,642 | 0.0% | 0.3% | -32.4% |
| 21 | IFP Advisors, Inc | 3,165 | $165,598 | 0.0% | 0.2% | 0.0% |
| 22 | JPMORGAN CHASE & CO | 2,429 | $127,623 | 0.0% | 0.1% | -63.2% |
| 23 | Ascentis Independent Advisors | 934 | $48,862 | 0.0% | 0.1% | +76.9% |
| 24 | MERCER GLOBAL ADVISORS INC /ADVNEW | 790 | $41,346 | 0.0% | 0% | new |
| 25 | CREATIVE FINANCIAL DESIGNS INC /ADV | 678 | $35,483 | 0.0% | 0% | +2.4% |
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.