Who owns PIMCO Broad 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 TIPZ from SEC Form 13F filings across 36 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, 36 institutions disclosed 739,899 shares of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund worth $38.8M — about 44.6% of shares outstanding; the largest disclosed holder is LPL Financial LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
36
13F holders
$38.8M
value, 2026 filers
44.6%
of shares outstanding (739,899 sh)
6
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 | WealthCare Investment Partners, LLC | 60,818 | $3.2M | 0.8% | 3.7% | +11.1% |
| 5 | RAYMOND JAMES FINANCIAL INC | 55,914 | $2.9M | 0.0% | 3.4% | -20.2% |
| 6 | One Capital Management, LLC | 44,568 | $2.4M | 0.1% | 2.7% | 0.0% |
| 7 | MORGAN STANLEY | 43,523 | $2.3M | 0.0% | 2.6% | +43.3% |
| 8 | Apex Wealth Management, LLC | 39,158 | $2.0M | 1.3% | 2.4% | +1.3% |
| 9 | ROYAL BANK OF CANADA | 32,736 | $1.7M | 0.0% | 2% | -27.1% |
| 10 | Fiduciary Trust Co | 30,000 | $1.6M | 0.0% | 1.8% | +50.0% |
| 11 | Hara Capital LLC | 21,174 | $1.1M | 0.6% | 1.3% | -9.3% |
| 12 | Steward Partners Investment Advisory, LLC | 15,668 | $819,791 | 0.0% | 0.9% | -11.2% |
| 13 | FAI Advisors, Inc.NEW | 11,424 | $597,722 | 0.2% | 0.7% | new |
| 14 | WEDBUSH SECURITIES INC | 9,706 | $508,000 | 0.0% | 0.6% | -15.0% |
| 15 | JANE STREET GROUP, LLC | 8,824 | $461,686 | 0.0% | 0.5% | -14.8% |
| 16 | OSAIC HOLDINGS, INC. | 8,109 | $424,397 | 0.0% | 0.5% | +89.7% |
| 17 | Fairway Wealth LLC | 7,486 | $391,680 | 0.1% | 0.5% | +3.4% |
| 18 | Snowden Capital Advisors LLC | 7,180 | $375,669 | 0.0% | 0.4% | +2.4% |
| 19 | HRT FINANCIAL LPNEW | 6,909 | $361,000 | 0.0% | 0.4% | new |
| 20 | JONES FINANCIAL COMPANIES LLLP | 6,108 | $320,365 | 0.0% | 0.4% | +10.5% |
| 21 | Stratos Wealth Partners, LTD.NEW | 5,322 | $278,469 | 0.0% | 0.3% | new |
| 22 | NewEdge Advisors, LLCNEW | 5,280 | $276,259 | 0.0% | 0.3% | new |
| 23 | MML INVESTORS SERVICES, LLC | 5,021 | $262,689 | 0.0% | 0.3% | +27.3% |
| 24 | Farther Finance Advisors, LLC | 4,449 | $232,779 | 0.0% | 0.3% | +1.3% |
| 25 | Cetera Investment Advisers | 4,179 | $218,642 | 0.0% | 0.3% | -32.4% |
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. Research, not investment advice.