STPZ institutional holders

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund · 126 reporting institutions · $393.1M reported value

Funds that can replace STPZ · STPZ return decomposition

Institutional holdings

Institutions reporting STPZ, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$53.3M02026-06-30
Walled Lake Planning & Wealth Management, LLC$32.3M52026-06-30
Ameritas Advisory Services, LLC$30M5502026-06-30
Bank of Nova Scotia$27.6M02026-06-30
Morgan Stanley$26.6M23,1852026-06-30
Iht Wealth Management LLC$16.1M1592026-06-30
Eagle Strategies LLC$15.4M2,4962026-06-30
Lpl Financial LLC$13.9M23,4582026-06-30
Bleakley Financial Group, LLC$13.6M1242026-06-30
Wells Fargo & Company/mn$11.6M02026-06-30
Goldman Sachs Group Inc$9.7M02026-06-30
Great Valley Advisor Group, LLC$8.3M2052026-06-30
Royal Bank of Canada$8M02026-06-30
Osaic Holdings, Inc.$7.7M02026-06-30
Kelman-Lazarov, Inc.$7M132026-06-30
TIAA Trust, National Association$6.4M02026-06-30
D.A. Davidson & Co.$6.2M6892026-06-30
Arbor Investment Advisors, LLC$5.6M52026-06-30
Optimus Capital Advisors, LLC$5.2M02026-06-30
Envestnet Pmc$4.5M602026-06-30
Focus Partners Wealth$4.4M1,0482026-06-30
Citadel Advisors LLC$4.3M02026-06-30
Lutz Financial Services LLC$4.1M152026-06-30
Jane Street Group, LLC$3.5M02026-06-30
Stifel Financial Corp$3.4M02026-06-30
Beacon Pointe Advisors, LLC$3.2M4662026-06-30
TIAA-CREF Individual & Institutional Services, LLC$3.1M1,7212026-06-30
Focus Partners Advisor Solutions, LLC$2.8M422026-06-30
Ameriprise Financial Inc$2.7M02026-06-30
Lantern Wealth Advisors, LLC$2.7M262026-06-30
Captrust Financial Advisors$2.6M9622026-06-30
Woodward Financial Advisors, Inc.$2.5M62026-06-30
Commonwealth Equity Services, LLC$2.5M2,8632026-06-30
Atria Investments, Inc$2.4M62026-06-30
Concurrent Investment Advisors, LLC$2.3M3492026-06-30
UBS Group AG$2.2M02026-06-30
Destination Wealth Management$2M372026-06-30
Hudson Portfolio Management LLC$1.8M22026-06-30
Truist Financial Corp$1.7M02026-06-30
Belleair Asset Management, LLC$1.5M22026-06-30
Summit Financial, LLC$1.3M2292026-06-30
Raymond James Financial Inc$1.1M02026-06-30
Rehmann Capital Advisory Group$1M422026-06-30
Essential Planning, Llc.$1M32026-06-30
Creative Planning$999.3K1,1712026-06-30
Perennial Investment Advisors, LLC$970.9K492026-06-30
TD Private Client Wealth LLC$941K5352026-06-30
Advisory Services Network$931.1K2532026-06-30
Cetera Investment Advisers$903.7K10,3702026-06-30
Alesco Advisors, LLC, An Esl Company$891.3K142026-06-30
Burt Wealth Advisors$815.5K02025-09-30
Fiduciary Trust Co$754.1K02026-06-30
MML Investors Services, LLC$724.8K5,1202026-06-30
Cherry Tree Wealth Management, LLC$715.2K92026-03-31
Rockefeller Capital Management LP$636.8K3462026-06-30
Wcg Wealth Advisors LLC$614.1K1302026-06-30
Hmv Wealth Advisors, LLC$568.3K32026-06-30
Steward Partners Investment Advisory, LLC$555.6K4812026-06-30
Courage Miller Partners, LLC$537.9K32026-06-30
Gould Asset Management LLC /ca$537.4K02026-06-30
Allworth Financial, LP$529.1K3172026-06-30
Montag$508.1K92026-06-30
Ausdal Financial Partners, Inc.$489.9K1892026-06-30
Jones Financial Companies LLLP$486.6K02026-06-30
Vertex Planning Partners, LLC$477.8K142026-06-30
Breakwater Investment Management$433.4K32026-06-30
Northrock Partners, LLC$420K912026-06-30
Dimension Capital Management LLC$399.1K02026-06-30
Private Advisor Group, LLC$374.5K9272026-06-30
Mezzasalma Advisors, LLC$369.2K72026-06-30
Evanson Asset Management, LLC$341.2K02026-03-31
Evanson Financial, LLC$336.4K42026-06-30
Kestra Advisory Services, LLC$328.9K1,4792026-06-30
Diversified Trust Co$320K02026-06-30
Wealthspire Advisors, LLC$316.6K2372026-06-30
Jpmorgan Chase & Co$309.6K02026-06-30
Iron Financial LLC$299.3K42026-06-30
Mercer Global Advisors Inc /adv$298.9K02026-06-30
Composition Wealth, LLC$298.7K762026-06-30
Synovus Financial Corp$279K02025-09-30
Pinnacle Financial Partners, Inc.$274.7K02026-06-30
The Pines Wealth Management, LLC$271.7K22026-06-30
Marathon Strategic Advisors, LLC$264.8K12026-06-30
Robertson Stephens Wealth Management, LLC$245.4K722026-06-30
Hightower Advisors, LLC$244.6K1,0462026-06-30
Signet Financial Management, LLC$229.4K122026-03-31
Aerodigm Wealth, LLC$228.3K72026-06-30
Canandaigua National Corp$224.5K02026-03-31
Integrated Wealth Concepts LLC$224.5K4802026-06-30
Canandaigua National Bank & Trust Co$221.4K02026-06-30
Western Reserve Capital Management, LLC$219.7K22026-06-30
Apella Capital, LLC$209.6K1042026-06-30
Manufacturers Life Insurance Company, the$204.9K02026-06-30
Arax Advisory Partners$199.8K2322026-06-30
Ep Wealth Advisors, LLC$166.7K3382026-06-30
Comerica Bank$134.8K02025-12-31
Ifg Advisory, LLC$132.3K1102026-06-30
Cwm, LLC$97.2K6672026-03-31
Colonial Trust Co / Sc$57.1K02026-06-30
Pinnacle Wealth Planning Services, Inc.$47.3K202026-06-30
Dogwood Wealth Management LLC$43.8K42026-06-30
Atwood & Palmer Inc$42.7K72026-06-30
Maseco LLP$42.3K82026-06-30
Fifth Third Bancorp$40.8K02026-06-30
Blair William & Co/il$34.4K3292026-06-30
Ae Wealth Management LLC$31.8K4712026-06-30
Kerr Financial Planning Corp$24.7K32026-06-30
Ascentis Independent Advisors$21.6K532026-06-30
Global Retirement Partners LLC$20.4K4912026-06-30
Pinnacle Bancorp, Inc.$20.3K02026-06-30
Strategic Wealth Partners, Ltd.$18.7K02026-06-30
Federation Des Caisses Desjardins Du Quebec$17.2K02026-06-30
Oakmont Advisory Group, LLC$16.8K32026-06-30
Princeton Global Asset Management LLC$16.6K172026-06-30
Fiduciary Advisors, Inc.$11K32026-06-30
Russell Investments Group, Ltd.$5.4K02026-06-30
Newedge Advisors$4.5K6012026-06-30
Darwin Wealth Management, LLC$4.5K122026-06-30
Harbour Investments, Inc.$4.1K2472026-06-30
Financial Gravity Asset Management, Inc.$3.5K12026-03-31
Farther Finance Advisors, LLC$1.7K3342026-06-30
Motiv8 Investments LLC$1.2K102025-12-31
Flow Traders U.S. LLC$82102026-06-30
Assetmark, Inc$6932202026-06-30
Arkos Global Advisors, LLC$230122026-06-30
Simplex Trading, LLC$21302026-06-30

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