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Disclosery

STPZ PIMCO ETF TR

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1-5 US TIP IDX (fund)

115 managers (116 13F filers) reported a position in STPZ shares at 2024-12-31, 7,665,755 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
115
13F filers
116
New
11
Added
28
Reduced
42
Sold out
11
Shares held by filers
7,665,755

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Essential Planning, LLC.1,503,182$78.9M0.51%+1,477,87213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY910,599$47.6M<0.01%-76,95513F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/553,381$28.9M<0.01%-97,30613F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…490,624$25.7M0.89%+13,60113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA488,640$25.6M0.08%+281,72713F-HRTimelineGroup
CWM, LLCin group CWM, LLC362,560$19M0.08%-7,61913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN307,851$16.1M<0.01%+41,81113F-HRTimelineGroup
Bleakley Financial Group, LLC280,199$14.7M0.44%+2,07513F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA243,000$12.7M0.02%+54,26513F-HR/ATimelineGroup
LPL Financial LLC181,197$9.48M<0.01%-41,06113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA176,649$9.24M<0.01%-26,48113F-HRTimelineGroup
Kelman-Lazarov, Inc.137,385$7.19M1.29%-5,07213F-HRTimeline
3EDGE Asset Management, LP128,645$6.73M0.41%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,636$5.9M0.01%+7,14513F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC110,431$5.78M0.06%-13,58013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC108,370$5.67M0.01%+83,55013F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding104,902$5.49M-47,015Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC100,752$5.27M<0.01%-14,21313F-HRTimelineGroup
Lutz Financial Services LLC92,206$4.82M0.39%-75513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC89,226$4.67M<0.01%new13F-HRTimelineGroup
Arbor Investment Advisors, LLC86,799$4.54M0.64%+4,71213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…76,103$3.98M0.01%-18,79913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC72,249$3.78M<0.01%-6,24213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…62,926$3.29M0.07%+4,49113F-HRTimelineGroup
Woodward Financial Advisors, Inc.54,291$2.84M1.41%+67713F-HRTimeline
UBS Group AGin group UBS Group AG49,682$2.6M<0.01%-23,84513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,275$2.42M<0.01%-4,43313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP40,453$2.12M<0.01%-6,31213F-HRTimelineGroup
NorthCoast Asset Management LLC36,032$1.88M0.01%-24213F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…35,364$1.85M0.05%+1,24713F-HRTimelineGroup
Herold Advisors, Inc.31,133$1.63M0.35%+4,48413F-HRTimeline
Lantern Wealth Advisors, LLC31,133$1.63M1.06%+4,48413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC30,842$1.61M<0.01%-20,12313F-HRTimelineGroup
Hudson Portfolio Management LLC30,443$1.59M1.56%-31013F-HRTimeline
Summit Financial, LLC22,045$1.15M0.04%+60513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,048$1.15M<0.01%-9,63513F-HRTimeline
Steward Partners Investment Advisory, L…19,432$1.02M0.01%-97213F-HRTimeline
Destination Wealth Management18,801$983K0.03%+1,63013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,543$970K<0.01%-19,68613F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,638$922K0.01%013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co16,711$874K0.03%013F-HRTimeline
Eagle Strategies LLC15,381$804K0.14%new13F-HRTimeline
Burt Wealth Advisors14,982$784K0.2%-3013F-HRTimeline
Motiv8 Investments LLC14,938$781K0.55%-1,76913F-HRTimeline
Allworth Financial LP14,247$749K<0.01%-44513F-HRTimeline
MML INVESTORS SERVICES, LLC12,675$663K<0.01%-14313F-HRTimeline
Cherry Tree Wealth Management, LLC11,678$611K0.15%+80513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,593$606K<0.01%+3713F-HRTimelineGroup
GOULD ASSET MANAGEMENT LLC /CA/11,065$579K0.12%013F-HRTimeline
HMV Wealth Advisors, LLC10,655$557K0.56%13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC10,365$542K0.47%+1,56613F-HRTimeline
Courage Miller Partners, LLC10,084$527K0.18%-313F-HRTimeline
Rehmann Capital Advisory Group9,722$508K0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC9,484$496K<0.01%13F-HR/ATimelineGroup
Parkside Advisors LLC9,158$480K0.11%-1,22513F-HRTimeline
Cambridge Investment Research Advisors,…8,982$470K<0.01%+86813F-HRTimeline
Breakwater Investment Management8,739$457K0.19%013F-HR/ATimeline
Pines Wealth Management, LLC8,614$451K0.2%13F-HRTimeline
Vertex Planning Partners, LLC8,272$433K0.1%-16613F-HRTimeline
Barnes Wealth Management Group, Inc8,263$432K0.29%13F-HRTimeline
SYNOVUS FINANCIAL CORP8,000$418K0.01%013F-HRTimeline
Financial Advocates Investment Manageme…7,858$411K0.02%-12513F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC7,483$391K0.06%013F-HRTimeline
Signal Advisors Wealth, LLC6,528$342K0.04%new13F-HRTimeline
DIVERSIFIED TRUST CO6,330$331K0.01%013F-HRTimeline
Evanson Asset Management, LLC6,306$330K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC6,121$320K0.01%-14913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,954$311K<0.01%+6013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,569$291K0.01%-1,29213F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,534$289K<0.01%-7313F-HRTimelineGroup
Marathon Strategic Advisors, LLC5,441$285K0.31%-5813F-HRTimeline
Aerodigm Wealth, LLC5,108$267K0.16%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC5,107$267K0.03%+90213F-HRTimeline
CogentBlue Wealth Advisors, LLC5,074$265K0.23%13F-HRTimeline
Private Advisor Group, LLC5,056$264K<0.01%+1013F-HRTimeline
Consolidated Portfolio Review Corp5,000$261K0.04%new13F-HRTimeline
ATWOOD & PALMER INC4,900$256K0.02%013F-HRTimeline
Columbus Macro, LLC4,886$256K0.04%013F-HRTimeline
Arkos Global Advisors4,822$252K0.04%-3,34713F-HRTimeline
HighTower Advisors, LLC4,640$243K<0.01%+113F-HRTimeline
Apella Capital, LLC4,437$232K0.01%-25013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.4,404$230K<0.01%+21513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,150$217K0.02%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC3,932$206K0.01%-20213F-HRTimeline
AMERIFLEX GROUP, INC.3,646$193K0.09%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,389$177K<0.01%-1,48713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,937$154K<0.01%+2,34613F-HRTimelineGroup
GeoWealth Management, LLC1,981$104K<0.01%+88813F-HRTimeline
MAI Capital Management1,956$102K<0.01%new13F-HRTimeline
COMERICA BANK1,691$88.5K<0.01%013F-HR/ATimeline
Dogwood Wealth Management LLC1,146$59.9K0.03%-1,43213F-HRTimeline
Global Retirement Partners, LLC1,029$53.8K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL645$33.7K<0.01%013F-HRTimeline
AE Wealth Management LLC563$29.5K<0.01%new13F-HRTimeline
PrairieView Partners, LLC477$24K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.455$23.8K0.01%013F-HRTimeline
SIGNATUREFD, LLC450$23.5K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…413$21.6K<0.01%013F-HRTimeline
Ridgewood Investments LLC350$18.3K0.01%-12613F-HRTimeline
Princeton Global Asset Management LLC312$16.3K<0.01%013F-HRTimeline
TD Capital Management LLC291$15.2K<0.01%+113F-HRTimeline
FIDUCIARY ADVISORS, INC.195$10.2K0.01%13F-HRTimeline
McIlrath & Eck, LLC178$9.29K<0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC174$9.11K<0.01%013F-HRTimeline
EnRich Financial Partners LLC88$4.64K<0.01%-113F-HRTimeline
Darwin Wealth Management, LLC83$4.36K<0.01%013F-HR/ATimeline
Element Wealth, LLC82$4.29K<0.01%013F-HRTimeline
Gould Capital, LLC77$4.03K<0.01%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …65$3.4K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton63$3.29K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC39$2.04K<0.01%013F-HRTimelineGroup
Wood Tarver Financial Group, LLC34$1K<0.01%13F-HRTimeline
Caldwell Trust Co19$994<0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE12$628<0.01%-1313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.