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Disclosery

STPZ PIMCO ETF TR

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1-5 US TIP IDX (fund)

112 managers (113 13F filers) reported a position in STPZ shares at 2025-03-31, 5,408,007 shares in all. 13 filers opened a position and 14 filers sold out during the quarter.

Managers
112
13F filers
113
New
13
Added
28
Reduced
44
Sold out
14
Shares held by filers
5,408,007

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY650,492$35.1M<0.01%-260,10713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/519,672$28.1M<0.01%-33,70913F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…486,238$26.3M1.06%-4,38613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA473,650$25.6M0.06%+230,65013F-HR/ATimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA277,986$15M0.05%-210,65413F-HRTimelineGroup
Bleakley Financial Group, LLC268,485$14.5M0.47%-11,71413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN254,508$13.7M<0.01%-53,34313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA205,213$11.1M<0.01%+28,56413F-HR/ATimelineGroup
LPL Financial LLC182,764$9.87M<0.01%+1,56713F-HRTimeline
Kelman-Lazarov, Inc.136,869$7.39M1.34%-51613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.131,945$7.14M0.02%+19,30913F-HRTimelineGroup
Beacon Pointe Advisors, LLC104,256$5.63M0.06%-6,17513F-HRTimeline
GeoWealth Management, LLC102,205$5.52M0.22%+100,22413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding102,132$5.52M-2,770Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,659$4.95M<0.01%-9,09313F-HRTimelineGroup
Arbor Investment Advisors, LLC88,006$4.75M0.65%+1,20713F-HRTimeline
Lutz Financial Services LLC86,632$4.68M0.38%-5,57413F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…71,353$3.85M0.08%+8,42713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,054$3.51M<0.01%-7,19513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC64,425$3.48M<0.01%-24,80113F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,803$3.23M0.01%-16,30013F-HRTimelineGroup
Woodward Financial Advisors, Inc.54,293$2.93M1.39%+213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC49,559$2.68M<0.01%-58,81113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP46,870$2.53M<0.01%+59513F-HRTimelineGroup
UBS Group AGin group UBS Group AG45,048$2.43M<0.01%-4,63413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…38,515$2.08M0.05%+3,15113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,365$2.02M<0.01%-3,08813F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED36,361$1.96M0.18%new13F-HR/ATimeline
NorthCoast Asset Management LLC35,760$1.93M0.01%-27213F-HR/ATimeline
Herold Advisors, Inc.33,257$1.8M0.39%+2,12413F-HRTimeline
Hudson Portfolio Management LLC30,043$1.62M1.56%-40013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,486$1.48M<0.01%-3,35613F-HR/ATimelineGroup
Essential Planning, LLC.24,747$1.34M0.54%-1,478,43513F-HRTimeline
Destination Wealth Management23,724$1.28M0.04%+4,92313F-HRTimeline
Summit Financial, LLC22,173$1.2M0.03%+12813F-HRTimeline
Blue Oak Capital, LLC20,675$1.12M0.62%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,405$1.05M<0.01%-2,64313F-HRTimeline
Steward Partners Investment Advisory, L…19,059$1.03M0.01%-37313F-HRTimeline
Eagle Strategies LLC18,793$1.02M0.18%+3,41213F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,638$953K0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC17,499$945K0.02%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,174$928K<0.01%-1,36913F-HRTimeline
Motiv8 Investments LLC17,067$922K0.61%+2,12913F-HRTimeline
Alesco Advisors, LLC, An ESL Co16,712$903K0.03%+113F-HRTimeline
Burt Wealth Advisors15,052$813K0.2%+7013F-HRTimeline
Allworth Financial LP14,247$768K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC12,663$684K<0.01%-1213F-HRTimeline
CWM, LLCin group CWM, LLC12,113$654K<0.01%-350,44713F-HRTimelineGroup
Cherry Tree Wealth Management, LLC11,678$631K0.15%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,637$629K<0.01%+4413F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC11,612$627K0.02%+5,49113F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/11,065$598K0.12%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC10,957$592K0.46%+59213F-HRTimeline
HMV Wealth Advisors, LLC10,655$576K0.46%013F-HRTimeline
Courage Miller Partners, LLC10,084$545K0.18%013F-HRTimeline
Rehmann Capital Advisory Group9,722$525K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…8,946$483K<0.01%-3613F-HRTimeline
Breakwater Investment Management8,924$482K0.21%+18513F-HRTimeline
Parkside Advisors LLC8,748$473K0.11%-41013F-HRTimeline
Financial Advocates Investment Manageme…7,865$425K0.03%+713F-HRTimeline
Pines Wealth Management, LLC7,731$416K0.19%-88313F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC7,483$404K0.07%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,442$402K<0.01%-2,04213F-HRTimelineGroup
Vertex Planning Partners, LLC7,405$400K0.09%-86713F-HRTimeline
HRT FINANCIAL LP6,600$356K<0.01%new13F-HRTimeline
DIVERSIFIED TRUST CO6,330$342K0.01%013F-HRTimeline
Evanson Asset Management, LLC6,306$341K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,601$303K<0.01%-35313F-HRTimeline
Private Advisor Group, LLC5,452$295K<0.01%+39613F-HRTimeline
Marathon Strategic Advisors, LLC5,441$294K0.32%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,365$290K<0.01%-16913F-HRTimelineGroup
SYNOVUS FINANCIAL CORP5,150$278K<0.01%-2,85013F-HRTimeline
Aerodigm Wealth, LLC5,108$276K0.15%013F-HRTimeline
CogentBlue Wealth Advisors, LLC5,074$274K0.24%013F-HRTimeline
Consolidated Portfolio Review Corp5,051$273K0.04%+5113F-HRTimeline
Columbus Macro, LLC4,886$264K0.03%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,772$258K0.03%-33513F-HRTimeline
HighTower Advisors, LLC4,677$253K<0.01%+3713F-HRTimeline
ATWOOD & PALMER INC4,500$243K0.02%-40013F-HRTimeline
Apella Capital, LLC4,374$234K0.01%-6313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,150$224K0.02%013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.3,878$209K<0.01%-52613F-HRTimeline
AMERIFLEX GROUP, INC.3,646$197K0.08%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,567$139K<0.01%-37013F-HR/ATimelineGroup
MAI Capital Management1,959$106K<0.01%+313F-HRTimeline
Dogwood Wealth Management LLC1,097$59.3K0.03%-4913F-HRTimeline
Farther Finance Advisors, LLC948$50.9K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO788$42.6K<0.01%-2,60113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL645$34.8K<0.01%013F-HRTimeline
COMERICA BANK573$30.9K<0.01%-1,11813F-HRTimeline
AE Wealth Management LLC564$30.5K<0.01%+113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…549$29.7K<0.01%new13F-HRTimelineGroup
PrairieView Partners, LLC477$25K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…413$22.3K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.380$20.5K0.01%-7513F-HRTimeline
Ridgewood Investments LLC350$18.9K0.01%013F-HRTimeline
Princeton Global Asset Management LLC312$16.8K<0.01%013F-HRTimeline
TD Capital Management LLC292$15.8K<0.01%+113F-HRTimeline
IFP Advisors, Inc200$10.8K<0.01%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.195$10.5K0.01%013F-HRTimeline
McIlrath & Eck, LLC178$9.59K<0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC174$9.4K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC83$4.36K<0.01%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC73$3.94K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC67$3.62K<0.01%new13F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …65$3.51K<0.01%13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…38$2.05K<0.01%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC34$1.84K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$702<0.01%new13F-HRTimelineGroup
POM Investment Strategies, LLC12$648<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$54<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.