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Disclosery

STPZ PIMCO ETF TR

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1-5 US TIP IDX (fund)

114 managers (116 13F filers) reported a position in STPZ shares at 2026-06-30, 7,330,599 shares in all. 15 filers opened a position and 13 filers sold out during the quarter.

Managers
114
13F filers
116
New
15
Added
46
Reduced
28
Sold out
13
Shares held by filers
7,330,599

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/999,708$53.3M<0.01%+352,78913F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…605,911$32.3M8.16%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…562,327$30M0.61%+197,24713F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA512,308$27.6M0.04%+231,76613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY497,960$26.6M<0.01%+37,80013F-HRTimelineGroup
IHT Wealth Management, LLC301,135$16.1M0.34%new13F-HRTimeline
Eagle Strategies LLC289,382$15.4M1.53%+14,07113F-HRTimeline
LPL Financial LLC260,841$13.9M<0.01%+43,21913F-HRTimeline
Bleakley Financial Group, LLC255,166$13.6M0.17%+45413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN217,200$11.6M<0.01%-29,22713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC181,292$9.67M<0.01%+6,23913F-HRTimelineGroup
TIAAgroup of 2 filers holding177,864$9.49M-6,718Timeline
GREAT VALLEY ADVISOR GROUP, INC.155,678$8.3M0.13%+21,11513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA149,193$7.96M<0.01%+2,44613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.144,471$7.72M0.01%+20,55913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding135,529$7.23M+15,433Timeline
Kelman-Lazarov, Inc.131,408$7.01M0.92%+1,04413F-HRTimeline
D.A. DAVIDSON & CO.115,738$6.17M0.03%+48,65713F-HRTimeline
Arbor Investment Advisors, LLC105,322$5.62M0.64%+8,89913F-HRTimeline
Optimus Capital Advisors, LLC96,664$5.16M2.77%+1,29613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC83,546$4.46M<0.01%+3,16213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC80,411$4.29M<0.01%+38,29513F-HRTimelineGroup
Lutz Financial Services LLC76,584$4.08M0.25%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,219$3.53M<0.01%+48,67613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP64,197$3.42M<0.01%-27,27213F-HRTimelineGroup
Beacon Pointe Advisors, LLC59,898$3.19M0.01%-3,09513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC51,178$2.73M<0.01%-12,66713F-HRTimelineGroup
Lantern Wealth Advisors, LLC50,663$2.7M1.24%+7,12813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,445$2.58M<0.01%-13,58713F-HRTimeline
Woodward Financial Advisors, Inc.47,242$2.52M0.84%-1,00313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC46,280$2.47M<0.01%+16,35313F-HRTimeline
Atria Investments, Inc44,382$2.37M0.02%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,203$2.25M0.02%+62213F-HRTimelineGroup
UBS Group AGin group UBS Group AG42,144$2.25M<0.01%-62413F-HRTimelineGroup
Destination Wealth Management37,575$2M0.05%+16,02713F-HRTimeline
Hudson Portfolio Management LLC33,098$1.77M1.33%-1,15013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,686$1.74M<0.01%-2,33513F-HRTimelineGroup
Belleair Asset Management, LLC27,262$1.45M1.22%-73813F-HRTimeline
Summit Financial, LLC24,873$1.33M0.01%+37913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC21,207$1.13M<0.01%-5,98113F-HRTimelineGroup
Rehmann Capital Advisory Group19,499$1.04M0.05%013F-HRTimeline
Essential Planning, LLC.18,749$1M0.28%-94913F-HRTimeline
Creative Planningin group Creative Planning18,735$999K<0.01%+1,79413F-HRTimelineGroup
Perennial Investment Advisors, LLC18,199$971K0.06%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC17,642$941K0.02%+2,11113F-HRTimeline
Advisory Services Network, LLC17,456$931K0.01%+3,30213F-HRTimeline
Cetera Investment Advisers16,943$904K<0.01%+2,67113F-HRTimeline
Alesco Advisors, LLC, An ESL Co16,710$891K0.02%013F-HRTimeline
FLOW TRADERS U.S. LLC15,394$821K0.03%new13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co14,138$754K0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC13,588$725K<0.01%+8,12213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,937$637K<0.01%+21413F-HRTimelineGroup
WCG Wealth Advisors LLC11,513$614K0.01%+11313F-HRTimeline
HMV Wealth Advisors, LLC10,655$568K0.22%013F-HRTimeline
Steward Partners Investment Advisory, L…10,417$556K<0.01%-4,00813F-HRTimeline
Courage Miller Partners, LLC10,084$538K0.14%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/10,075$537K0.08%+2513F-HRTimeline
Allworth Financial LP9,920$529K<0.01%+55213F-HRTimeline
MONTAG A & ASSOCIATES INC9,525$508K0.02%+14013F-HRTimeline
Ausdal Financial Partners, Inc.9,184$490K0.02%-1,11613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP9,122$487K<0.01%+2,19713F-HRTimelineGroup
Vertex Planning Partners, LLC8,958$478K0.07%-2313F-HRTimeline
Breakwater Investment Management8,126$433K0.15%-3313F-HRTimeline
NorthRock Partners, LLC7,875$420K0.01%+4813F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC7,483$399K0.05%013F-HRTimeline
Private Advisor Group, LLC7,021$374K<0.01%new13F-HRTimeline
Mezzasalma Advisors, LLC6,921$369K0.07%+78113F-HRTimeline
Evanson Financial, LLC6,306$336K0.02%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,167$329K<0.01%-2,08013F-HRTimelineGroup
DIVERSIFIED TRUST CO6,000$320K0.01%013F-HRTimeline
Wealthspire Advisors, LLC5,936$317K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,801$310K<0.01%-20,85013F-HRTimelineGroup
IRON Financial LLC5,612$299K0.12%+10513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,603$299K<0.01%-413F-HR/ATimeline
Composition Wealth, LLC5,600$299K<0.01%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,150$275K<0.01%013F-HRTimelineGroup
Pines Wealth Management, LLC5,093$272K0.08%-4113F-HRTimeline
Marathon Strategic Advisors, LLC4,964$265K0.15%013F-HRTimeline
Robertson Stephens Wealth Management, L…4,600$245K0.01%new13F-HRTimeline
HighTower Advisors, LLC4,587$245K<0.01%+4513F-HRTimeline
Arkos Global Advisors4,304$230K0.03%+4113F-HRTimeline
Aerodigm Wealth, LLC4,280$228K0.08%013F-HRTimeline
Integrated Wealth Concepts LLC4,208$224K<0.01%new13F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,150$221K0.02%13F-HRTimelineGroup
Western Reserve Capital Management, LLC4,118$220K0.16%013F-HRTimeline
Apella Capital, LLC3,960$210K<0.01%+713F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …3,842$205K<0.01%-9,01213F-HRTimelineGroup
Arax Advisory Partners3,745$200K<0.01%new13F-HRTimeline
EP Wealth Advisors, LLC3,125$167K<0.01%new13F-HRTimeline
IFG Advisory, LLC2,480$132K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,070$57.1K0.01%new13F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.886$47.3K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC821$43.8K0.02%-4513F-HRTimeline
ATWOOD & PALMER INC800$42.7K<0.01%013F-HRTimeline
MASECO LLP793$42.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…765$40.8K<0.01%-1,71213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL645$34.4K<0.01%013F-HRTimeline
AE Wealth Management LLC596$31.8K<0.01%+1113F-HRTimeline
KERR FINANCIAL PLANNING Corp464$24.7K0.03%+813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…405$21.6K0.06%013F-HR/ATimelineGroup
Global Retirement Partners, LLC382$20.4K<0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.380$20.3K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.351$18.7K<0.01%-213F-HRTimeline
Federation des caisses Desjardins du Qu…323$17.2K<0.01%013F-HRTimeline
Oakmont Advisory Group, LLC315$16.8K0.01%new13F-HRTimeline
Princeton Global Asset Management LLC312$16.6K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.206$11K0.01%+413F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…101$5.37K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC85$4.53K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC84$4.5K<0.01%+113F-HRTimeline
HARBOUR INVESTMENTS, INC.76$4.05K<0.01%-7813F-HRTimeline
Farther Finance Advisors, LLC32$1.71K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$693<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC4$213<0.01%-113F-HRTimeline