PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 576.93 K | $31.26 M | -10.04% | 6.94% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 505.37 K | $27.38 M | 7.00% | 6.08% |
| BANK OF NOVA SCOTIA | 11/14/2025 | 359.53 K | $19.48 M | -11.74% | 4.33% |
| BLEAKLEY FINANCIAL GROUP, LLC | 11/10/2025 | 260.40 K | $14.11 M | -0.97% | 3.13% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 250.50 K | $13.57 M | -2.50% | 3.01% |
| EAGLE STRATEGIES LLC | 10/21/2025 | 250.18 K | $13.55 M | 1,156.72% | 3.01% |
| TIAA TRUST, NATIONAL ASSOCIATION | 11/12/2025 | 233.35 K | $12.64 M | -1.10% | 2.81% |
| LPL FINANCIAL LLC | 11/12/2025 | 231.10 K | $12.52 M | 14.13% | 2.78% |
| 3EDGE ASSET MANAGEMENT, LP | 10/30/2025 | 186.20 K | $10.08 M | 100.00% | 2.24% |
| KELMAN-LAZAROV, INC. | 11/12/2025 | 132.77 K | $7.19 M | 1.07% | 1.60% |
| ROYAL BANK OF CANADA | 11/14/2025 | 132.09 K | $7.16 M | -24.21% | 1.59% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 129.56 K | $7.03 M | -4.43% | 1.56% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/14/2025 | 117.60 K | $6.37 M | 8.38% | 1.42% |
| IHT WEALTH MANAGEMENT, LLC | 11/14/2025 | 112.79 K | $6.11 M | 8.58% | 1.36% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 97.66 K | $5.29 M | 51.59% | 1.18% |
| ARBOR INVESTMENT ADVISORS, LLC | 10/21/2025 | 88.74 K | $4.81 M | -0.61% | 1.07% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 86.54 K | $4.69 M | -6.98% | 1.04% |
| LUTZ FINANCIAL SERVICES LLC | 11/10/2025 | 85.61 K | $4.64 M | 0.00% | 1.03% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 85.05 K | $4.61 M | 9.42% | 1.02% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 84.33 K | $4.57 M | 27.10% | 1.01% |
| BEACON POINTE ADVISORS, LLC | 11/14/2025 | 72.60 K | $3.93 M | -21.05% | 0.87% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 62.59 K | $3.39 M | -1.68% | 0.75% |
| BUCKINGHAM STRATEGIC PARTNERS | 11/12/2025 | 58.86 K | $3.19 M | -10.91% | 0.71% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 56.96 K | $3.09 M | 11.02% | 0.68% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 48.54 K | $2.63 M | 1.33% | 0.58% |
| UBS GROUP AG | 11/13/2025 | 40.57 K | $2.20 M | 1.48% | 0.49% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 10/27/2025 | 40.42 K | $2.19 M | -0.52% | 0.49% |
| JANE STREET GROUP, LLC | 11/14/2025 | 39.65 K | $2.15 M | -56.28% | 0.48% |
| ONE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 38.56 K | $2.09 M | -10.96% | 0.46% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 11/10/2025 | 36.37 K | $1.97 M | 0.99% | 0.44% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 36.35 K | $1.97 M | 1.87% | 0.44% |
| LANTERN WEALTH ADVISORS, LLC | 11/26/2025 | 32.51 K | $1.76 M | -2.88% | 0.39% |
| COLONY GROUP, LLC | 11/14/2025 | 31.78 K | $1.72 M | -8.89% | 0.38% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 11/14/2025 | 31.69 K | $1.72 M | 5.47% | 0.38% |
| DESTINATION WEALTH MANAGEMENT | 11/14/2025 | 29.06 K | $1.57 M | 19.81% | 0.35% |
| MIRACLE MILE ADVISORS, LLC | 10/20/2025 | 24.29 K | $1.32 M | 100.00% | 0.29% |
| MOTIV8 INVESTMENTS LLC | 10/23/2025 | 21.82 K | $1.18 M | 25.73% | 0.26% |
| SUMMIT FINANCIAL, LLC | 11/14/2025 | 21.67 K | $1.17 M | -2.40% | 0.26% |
| ESSENTIAL PLANNING, LLC. | 10/28/2025 | 20.91 K | $1.13 M | -12.87% | 0.25% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 19.98 K | $1.08 M | 0.23% | 0.24% |
| REHMANN CAPITAL ADVISORY GROUP | 11/13/2025 | 19.50 K | $1.06 M | 100.57% | 0.23% |
| FLOW TRADERS U.S. LLC | 11/14/2025 | 19.38 K | $1.05 M | -26.43% | 0.23% |
| FIDUCIARY TRUST CO | 11/14/2025 | 17.64 K | $955.59 K | 0.00% | 0.21% |
| TD PRIVATE CLIENT WEALTH LLC | 10/27/2025 | 17.43 K | $944.11 K | 10.94% | 0.21% |
| ALESCO ADVISORS LLC | 10/29/2025 | 16.71 K | $905.48 K | 0.01% | 0.20% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 16.37 K | $886.90 K | 0.00% | 0.20% |
| BURT WEALTH ADVISORS | 11/05/2025 | 15.05 K | $815.49 K | 0.00% | 0.18% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 13.99 K | $758.09 K | 2.96% | 0.17% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 11/12/2025 | 13.19 K | $714.55 K | 100.00% | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 12.86 K | $696.46 K | -50.98% | 0.15% |
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PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 151 institutional investors and hedge funds held shares of PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were:
Lutz Financial Services LLC: 78,868
TRUIST FINANCIAL CORP: 36,579
Essential Planning, LLC.: 20,776
Miracle Mile Advisors, LLC: 19,815
Ascent Group, LLC: 16,477
HMV Wealth Advisors, LLC: 10,655
62.73% of PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 9.88 M shares in the last 24 months. This purchase volume represents approximately $532.57 M in transactions.