PIMCO Broad U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 198.34 K | $10.66 M | -17.75% | 10.59% |
| ONE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 77.74 K | $4.18 M | 100.00% | 4.15% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 70.65 K | $3.80 M | -4.50% | 3.77% |
| LPL FINANCIAL LLC | 11/12/2025 | 54.08 K | $2.91 M | 37.98% | 2.89% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 11/07/2025 | 47.09 K | $2.53 M | 8.91% | 2.51% |
| CITADEL ADVISORS LLC | 11/14/2025 | 44.31 K | $2.38 M | 413.49% | 2.37% |
| ROYAL BANK OF CANADA | 11/14/2025 | 41.93 K | $2.25 M | -9.85% | 2.24% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 37.46 K | $2.01 M | -0.66% | 2.00% |
| MORGAN STANLEY | 11/14/2025 | 34.18 K | $1.84 M | 42.99% | 1.82% |
| HARA CAPITAL LLC | 10/30/2025 | 29.14 K | $1.57 M | -24.24% | 1.56% |
| FLOW TRADERS U.S. LLC | 11/14/2025 | 26.24 K | $1.41 M | 100.00% | 1.40% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 19.98 K | $1.07 M | -9.88% | 1.07% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 18.39 K | $987.99 K | 0.01% | 0.98% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 17.37 K | $933.17 K | -30.45% | 0.93% |
| CREATIVEONE WEALTH, LLC | 11/13/2025 | 14.12 K | $758.79 K | 2.22% | 0.75% |
| WBI INVESTMENTS, INC. | 11/20/2025 | 12.32 K | $661.85 K | -16.56% | 0.66% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 11.33 K | $609.00 K | 11.26% | 0.61% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 8.91 K | $478.72 K | 0.33% | 0.48% |
| FAIRWAY WEALTH LLC | 10/30/2025 | 6.30 K | $338.29 K | -15.72% | 0.34% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 6.27 K | $336.65 K | -4.35% | 0.33% |
| SNOWDEN CAPITAL ADVISORS LLC | 11/14/2025 | 6.11 K | $328.19 K | 12.88% | 0.33% |
| MARINER, LLC | 11/14/2025 | 6.00 K | $322.38 K | 0.00% | 0.32% |
| JPMORGAN CHASE & CO | 11/26/2025 | 5.52 K | $296.43 K | -1.80% | 0.29% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 11/10/2025 | 5.51 K | $296.27 K | -70.29% | 0.29% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 5.45 K | $292.62 K | -29.50% | 0.29% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 5.30 K | $284.85 K | -32.73% | 0.28% |
| JANE STREET GROUP, LLC | 11/14/2025 | 5.30 K | $284.61 K | -74.63% | 0.28% |
| STONEX GROUP INC. | 11/14/2025 | 5.03 K | $270.10 K | -5.01% | 0.27% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 4.73 K | $253.93 K | 1.35% | 0.25% |
| PROSPERA FINANCIAL SERVICES INC | 11/06/2025 | 4.01 K | $215.64 K | 100.00% | 0.21% |
| JONES FINANCIAL COMPANIES LLLP | 11/04/2025 | 2.92 K | $156.73 K | 158.27% | 0.16% |
| IFP ADVISORS, INC | 02/06/2026 | 2.47 K | $132.55 K | 1,133.50% | 0.13% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 11/14/2025 | 2.10 K | $112.83 K | 100.00% | 0.11% |
| GLOBAL RETIREMENT PARTNERS, LLC | 10/21/2025 | 718 | $38.58 K | -0.42% | 0.04% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 11/12/2025 | 606 | $32.57 K | 1.17% | 0.03% |
| STRATEGIC WEALTH PARTNERS, LTD. | 11/14/2025 | 406 | $21.82 K | 100.00% | 0.02% |
| PRINCIPAL SECURITIES, INC. | 11/12/2025 | 312 | $16.76 K | 0.00% | 0.02% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 11/07/2025 | 210 | $11.27 K | 100.00% | 0.01% |
| MAIN STREET GROUP, LTD | 11/07/2025 | 193 | $10.39 K | 0.00% | 0.01% |
| MCILRATH & ECK, LLC | 10/22/2025 | 191 | $10.26 K | -16.59% | 0.01% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 126 | $6.77 K | 0.00% | 0.01% |
| RONALD BLUE TRUST, INC. | 10/16/2025 | 35 | $1.88 K | 100.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 22 | $1.18 K | 0.00% | 0.00% |
| FMR LLC | 11/13/2025 | 1 | $54 | 0.00% | 0.00% |
| DAVENPORT & CO LLC | 10/15/2025 | 0 | $0 | -100.00% | 0.00% |
| GWN SECURITIES INC. | 10/27/2025 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 10/15/2025 | 0 | $0 | -100.00% | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 11/05/2025 | 0 | $0 | -100.00% | 0.00% |
| GREAT VALLEY ADVISOR GROUP, INC. | 11/14/2025 | 0 | $0 | -100.00% | 0.00% |
| NEW MILLENNIUM GROUP LLC | 11/10/2025 | 0 | $0 | -100.00% | 0.00% |
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PIMCO Broad U.S. TIPS Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were:
Hara Capital LLC: 24,637
Fairway Wealth LLC: 6,836
FLAGSHIP HARBOR ADVISORS, LLC: 960
McIlrath & Eck, LLC: 191
Main Street Group, LTD: 0
Ronald Blue Trust, Inc.: 0
44.81% of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 922.55 K shares in the last 24 months. This purchase volume represents approximately $49.15 M in transactions.