STIP institutional holders

iShares 0-5 Year TIPS Bond ETF · 870 reporting institutions · $12.4B reported value

Funds that can replace STIP · STIP return decomposition

Institutional holdings

Institutions reporting STIP, largest first
InstitutionReported positionAdvisors at firmReport period
Blackrock, Inc.$4.5B02026-06-30
Lpl Financial LLC$422.3M23,4582026-06-30
Modera Wealth Management, LLC$261M1352026-06-30
Ritholtz Wealth Management$257.7M582026-06-30
Morgan Stanley$229.9M23,1852026-06-30
Envestnet Pmc$203.9M602026-06-30
Coldstream Capital Management Inc$190M1362026-06-30
Bank of America Corp /de$158.7M02026-06-30
Adventist Health System Sunbelt Healthcare Corp$154.4M02026-06-30
Cetera Investment Advisers$146.8M10,3702026-06-30
Wealthcare Advisory Partners LLC$135.1M1702026-06-30
O'Shaughnessy Asset Management, LLC$124M582026-06-30
Farther Finance Advisors, LLC$114.3M3342026-06-30
Ameriprise Financial Inc$113.2M02026-06-30
Jpmorgan Chase & Co$111.1M02026-06-30
Partners Capital Investment Group, LLP$103.7M12026-06-30
Scs Capital Management LLC$101.1M802026-06-30
Flputnam Investment Management Co$98.6M782026-06-30
Wealthcare Capital Management LLC$95.9M322026-06-30
Tortoise Investment Management, LLC$92M152026-06-30
Raymond James Financial Inc$88.3M02026-06-30
Mercer Global Advisors Inc /adv$87.9M02026-06-30
Destination Wealth Management$86.5M372026-06-30
Maseco LLP$81.8M82026-06-30
M. Kulyk & Associates, LLC$78.8M162026-06-30
Haverford Trust Co$74.4M02026-06-30
Abacus Planning Group, Inc.$72.1M152026-06-30
State Street Corp$68M02026-06-30
Dynasty Wealth Management, LLC$67.9M142026-06-30
Quotient Wealth Partners, LLC$66.3M362026-06-30
Kestra Investment Management, LLC$64.1M92026-06-30
Keating Investment Counselors Inc$63.7M22026-06-30
Beacon Pointe Advisors, LLC$63.1M4662026-06-30
Wells Fargo & Company/mn$62.8M02026-06-30
Northwestern Mutual Wealth Management Co$60.9M02026-06-30
3edge Asset Management, LP$55.9M152026-06-30
Martin & Co Inc /tn$54.9M62026-06-30
Fmr LLC$53.9M02026-06-30
Etf Architect$51.7M62026-06-30
Alti Global, Inc.$51.3M02026-06-30
Mai Capital Management$50.5M3082026-06-30
Gould Asset Management LLC /ca$48.2M02026-06-30
Newedge Advisors$48.1M6012026-06-30
Lvw Advisors, LLC$44.1M82026-06-30
Sigma Investment Counselors Inc$42.6M102026-06-30
Altfest L J & Co Inc$41M192026-06-30
Goldman Sachs Group Inc$37.8M02026-06-30
Sb Capital Management Inc$37M02025-12-31
Austin Asset$36.5M152026-06-30
Royal Bank of Canada$34.8M02026-06-30
Alpine Bank Wealth Management$34.7M02026-06-30
Central Trust Co$33.6M02026-06-30
Kestra Advisory Services, LLC$33.3M1,4792026-06-30
Kelman-Lazarov, Inc.$32.8M132026-06-30
Amj Financial Wealth Management$32.6M172026-06-30
Mirae Asset Global Investments Co., Ltd.$32.2M02026-06-30
Syon Capital LLC$32.2M122026-06-30
World Investment Advisors$32M3592026-06-30
UBS Group AG$32M02026-06-30
Prime Capital Financial$31.5M2652026-06-30
Modern Wealth Management, LLC$29.7M1612026-06-30
Trustmark Bank Trust Department$29.5M02026-06-30
Integrated Wealth Concepts LLC$29.3M4802026-06-30
Ae Wealth Management LLC$27.5M4712026-06-30
Savant Wealth Management$27.5M4052026-06-30
Summitry LLC$27.4M282026-06-30
Ddfg, Inc$27.4M52026-06-30
Seneca Financial Advisors LLC$26.9M62026-06-30
Capital Advantage, Inc.$26.4M82026-06-30
MML Investors Services, LLC$26.3M5,1202026-06-30
Rockland Trust Co$25.7M02026-06-30
Provise Management Group, LLC$25.7M192026-06-30
Hightower Advisors, LLC$25.4M1,0462026-06-30
Creative Planning$24.9M1,1712026-06-30
Walker Financial Services, Inc.$24.7M52026-06-30
Astoria Strategic Wealth, Inc.$24M82026-06-30
Osaic Holdings, Inc.$23.6M02026-06-30
Northcoast Asset Management LLC$23.6M312026-06-30
Stordahl Capital Management, Inc.$23.2M62026-06-30
Sensible Financial Planning & Management, Llc.$23M02025-09-30
Pure Financial Advisors, LLC$21.7M882026-06-30
Northrock Partners, LLC$21.7M912026-06-30
Parcion Private Wealth LLC$21.3M142026-06-30
Estate Counselors, LLC$21M52026-06-30
Amplius Wealth Advisors$20.5M112026-06-30
Arkansas Financial Group, Inc.$20.3M52026-06-30
Alesco Advisors, LLC, An Esl Company$19.9M142026-06-30
Ancora Advisors LLC$19.8M102026-06-30
Portland Global Advisors LLC$19.7M112026-06-30
Deane Retirement Strategies, Inc.$19.5M32026-06-30
Financial Gravity Asset Management, Inc.$19.3M12026-03-31
Financial Gravity Companies, Inc.$19.2M02026-06-30
Exencial Wealth Advisors, LLC$18.7M02026-03-31
Insight Wealth Strategies, LLC$18.7M92026-06-30
Keen Wealth Advisors$18.4M222026-06-30
Stadion Money Management, LLC$18.3M132026-06-30
Bip Wealth, LLC$18.3M622026-06-30
Stifel Financial Corp$17.8M02026-06-30
Cerity Partners LLC$17.8M7772026-06-30
PNC Financial Services Group, Inc.$17.5M02026-06-30
Wealth Enhancement Advisory Services, LLC$17.4M1,0262026-06-30
Jeppson Wealth Management, LLC$17.4M62026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$17.3M02026-06-30
Concurrent Investment Advisors, LLC$17.2M3492026-06-30
Bank of New York Mellon Corp$17.1M02026-06-30
Northland Capital Management LLC$16.8M32026-06-30
Jones Financial Companies LLLP$16.4M02026-06-30
Valmark Advisers, Inc.$15.9M2952026-06-30
Leavell Investment Management, Inc.$15.8M252026-06-30
Aj Advisors, LLC$15.7M32026-06-30
Collaborative Wealth Managment Inc.$15.1M132026-06-30
American Money Management, LLC$14.7M112026-06-30
Burt Wealth Advisors$14.6M02025-09-30
Amundi$14.1M02026-06-30
Galvin, Gaustad & Stein, LLC$14M82026-06-30
Pinnacle Financial Partners, Inc.$13.7M02026-06-30
Nbt Bank, N.A.$13.7M02026-06-30
Park Edge Advisors, LLC$13.7M52026-06-30
Discipline Wealth Solutions, Inc.$13.4M192026-06-30
Onedigital Investment Advisors LLC$13.4M3862026-06-30
Orion Porfolio Solutions, LLC$13.2M1992026-06-30
McMorgan & Co LLC$13.2M12026-06-30
Ifg Advisory, LLC$13.1M1102026-06-30
Continuum Wealth Advisors, LLC$13M62026-06-30
Corient Private Wealth LP$12.5M6742026-06-30
Pinnacle Financial Partners Inc$12.3M02025-09-30
Guggenheim Capital LLC$11.9M02026-06-30
Elm Partners Management LLC$11.8M72026-06-30
Ethos Financial Group, LLC$11.8M02026-06-30
Prasad Wealth Partners, LLC$11.8M112026-06-30
Family Legacy Financial Solutions, LLC$11.7M52026-06-30
Holcombe Financial, Inc.$11.7M32026-06-30
Talon Private Wealth, LLC$11.4M02026-03-31
First National Trust Co$11.3M02026-06-30
Waverly Advisors, LLC$11.1M2312026-06-30
Mgo One Seven LLC$11.1M1182026-06-30
Financial Plan, Inc.$10.7M132026-06-30
Flc Capital Advisors$10.7M42026-06-30
Courier Capital LLC$10.6M142026-06-30
Greenline Partners, LLC$10.5M32026-06-30
Penobscot Wealth Management$10.4M82026-06-30
Columbus MacRo, LLC$10.4M52026-06-30
Cambridge Associates LLC /ma/ /adv$10M02026-06-30
Manufacturers Life Insurance Company, the$10M02026-06-30
Brookstone Capital Management$10M3372026-06-30
Pure Portfolios Holdings LLC$10M02025-12-31
First Horizon Corp$9.9M02026-06-30
Clear Creek Financial Management, LLC$9.9M442026-06-30
Rockefeller Capital Management LP$9.9M3462026-06-30
Summit Trail Advisors, LLC$9.7M272026-06-30
Prime Buchholz LLC$9.6M62026-06-30
Lutz Financial Services LLC$9.3M152026-06-30
Equitable Holdings, Inc.$9.3M02026-06-30
Financial Planning Navigators Corp$9.3M52026-06-30
Elevate Wealth Advisory, Inc$9.3M122026-06-30
Trivant Custom Portfolio Group, LLC$9.3M62026-06-30
Foundations Investment Advisors, LLC$9.3M3022026-06-30
Creativeone Wealth, LLC$9.1M2212026-06-30
Sugar Maple Asset Management, LLC$9.1M32026-06-30
Western Reserve Capital Management, LLC$9M22026-06-30
Envestnet Portfolio Solutions, Inc.$8.8M32026-06-30
Private Advisory Group LLC$8.4M182026-06-30
Equita Financial Network, Inc.$8.3M162026-06-30
Sterling Investment Advisors LLC /adv$8.2M32026-06-30
Stephens Inc /ar$8.1M2432026-06-30
Blair William & Co/il$8.1M3292026-06-30
Mjt & Associates Financial Advisory Group, Inc.$8M12026-06-30
First Trust Bank, Ltd.$8M02026-06-30
Alhambra Investment Management LLC$7.7M52026-06-30
Sanctuary Advisors, LLC$7.7M4012026-06-30
Focus Partners Wealth$7.7M1,0482026-06-30
Sax Wealth Advisors, LLC$7.7M422026-06-30
Consilio Wealth Advisors, LLC$7.6M72026-06-30
Home Federal Bank of Tennessee$7.6M02026-06-30
Integris Wealth Management, LLC$7.5M122026-06-30
Commonwealth Equity Services, LLC$7.5M2,8632026-06-30
Straight Path Wealth Management$7.2M102026-06-30
Truist Financial Corp$7M02026-06-30
Quadcap Wealth Management, LLC$7M132026-06-30
Mariner, LLC$7M02026-06-30
Aznar Financial Advisors, LLC$6.9M02025-12-31
Perigon Wealth Management, LLC$6.9M922026-06-30
Ifp Advisors, Inc$6.8M3182026-06-30
McIlrath & Eck, LLC$6.8M62026-03-31
First American Trust, Fsb$6.8M02026-06-30
Canal Capital Management, LLC$6.8M72026-06-30
Kiker Wealth Management, LLC$6.6M42026-06-30
Kure Advisory, LLC$6.6M62026-06-30
Leuthold Weeden Capital Management$6.5M32026-06-30
Arkadios Wealth Advisors$6.5M2262026-06-30
City State Bank$6.5M02026-06-30
CIBC World Market Inc.$6.4M02026-06-30
Bleakley Financial Group, LLC$6.3M1242026-06-30
Bridge Generations Wealth Management LLC$6.3M42026-06-30
B. Riley Wealth Advisors, Inc.$6.3M1702026-06-30
Compass Financial Management LLC$6.2M462026-06-30
Fischer Financial Services, Inc.$6.2M42026-06-30
Friedenthal Financial, LLC$6.2M42026-06-30
Hillcrest Wealth Advisors - NY, LLC$6.1M12026-06-30
Cornerstone Financial Group, LLC /ne$6M52026-06-30
Wealthcare Capital Partners, LLC$6M82026-06-30
Advisory Services Network$6M2532026-06-30
Summit Financial, LLC$5.9M2292026-06-30
Fifth Third Securities, Inc.$5.8M1,0142026-06-30
Wealthspire Retirement, LLC$5.7M1462026-06-30
Indivisible Partners$5.7M342026-06-30
Snider Financial Group$5.6M92026-06-30
D L Carlson Investment Group Inc$5.6M82026-06-30
Performance Wealth$5.5M112026-06-30
Fund Evaluation Group, LLC$5.4M22026-06-30
New Capital Management LP$5.3M12026-06-30
Altiora Financial Group, LLC$5.3M12026-06-30
Slow Capital, Inc.$5.3M22026-06-30
Great Path Planning$5.3M22026-06-30
Tower Research Capital LLC (trc)$5.1M02026-06-30
Wealthspan Partners, LLC$5M52026-06-30
Ashton Thomas Private Wealth, LLC$5M962026-06-30
Stone Summit Wealth LLC$5M32026-06-30
Brookwood Investment Group LLC$4.9M692026-06-30
Fairview Capital Investment Management, LLC$4.9M02026-06-30
Lake Hills Wealth Management, LLC$4.9M32026-06-30
Eagle Wealth Advisors LLC$4.8M32026-06-30
Signet Financial Management, LLC$4.7M122026-03-31
Rhp Wealth Management$4.7M52026-06-30
Copia Wealth Management$4.6M42026-06-30
MacKenzie Financial Corp$4.6M02026-06-30
Merit Financial Group, LLC$4.5M2952026-06-30
Northcrest Asset Manangement, LLC$4.5M02026-06-30
Bank of Montreal /can$4.5M02026-06-30
Milestone Asset Management, LLC$4.4M112026-06-30
Arcataur Capital Management LLC$4.4M72026-06-30
Bnp Paribas Financial Markets$4.4M02026-06-30
United Capital Financial Advisors, LLC$4.4M1662026-06-30
Physician Wealth Advisors, Inc.$4.4M92026-06-30
Cfs Investment Advisory Services LLC$4.3M102026-06-30
Greenspring Advisors, LLC$4.2M442026-06-30
Dogwood Wealth Management LLC$4.2M42026-06-30
Vigilare Wealth Management LLC$4.2M42026-06-30
Baird Financial Group, Inc.$4.2M02026-06-30
Strategic Blueprint, LLC$4.2M552026-06-30
&partners$4.2M5552026-06-30
Focus Partners Advisor Solutions, LLC$4M422026-06-30
Ares Financial Consulting, LLC$3.9M42026-06-30
Private Advisor Group, LLC$3.9M9272026-06-30
Hudson Portfolio Management LLC$3.8M22026-06-30
Liberty Atlantic Advisors$3.8M72026-06-30
Maltin Wealth Management, Inc.$3.8M42026-06-30
Brooklyn Fi, LLC$3.7M152026-06-30
Echo45 Advisors LLC$3.7M62026-06-30
American Wealth Advisors, LLC$3.7M22026-06-30

The 250 largest of 870 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30