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Disclosery

STPZ PIMCO ETF TR

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1-5 US TIP IDX (fund)

119 managers (120 13F filers) reported a position in STPZ shares at 2025-06-30, 5,612,960 shares in all. 11 filers opened a position and 9 filers sold out during the quarter.

Managers
119
13F filers
120
New
11
Added
31
Reduced
41
Sold out
9
Shares held by filers
5,612,960

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MORGAN STANLEYin group MORGAN STANLEY641,352$34.5M<0.01%-9,14013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/472,309$25.4M<0.01%-47,36313F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…427,690$23M1.2%-58,54813F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA407,364$21.9M0.04%-66,28613F-HRTimelineGroup
Bleakley Financial Group, LLC262,949$14.1M0.36%-5,53613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN256,934$13.8M<0.01%+2,42613F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA235,953$12.7M0.03%-42,03313F-HRTimelineGroup
LPL Financial LLC202,493$10.9M<0.01%+19,72913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA174,277$9.38M<0.01%-30,93613F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.135,559$7.31M0.01%+3,61413F-HR/ATimelineGroup
Kelman-Lazarov, Inc.131,359$7.07M1.15%-5,51013F-HRTimeline
Geneos Wealth Management Inc.119,880$6.45M0.16%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…108,503$5.84M0.13%+37,15013F-HRTimelineGroup
IHT Wealth Management, LLC103,875$5.59M0.15%new13F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding100,950$5.43M-1,182Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC93,032$5.01M<0.01%+1,37313F-HRTimelineGroup
Beacon Pointe Advisors, LLC91,946$4.95M0.05%-12,31013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC90,694$4.88M0.01%+63,20813F-HRTimelineGroup
Arbor Investment Advisors, LLC89,286$4.8M0.62%+1,28013F-HRTimeline
Lutz Financial Services LLC85,614$4.61M0.36%-1,01813F-HRTimeline
NewEdge Advisors, LLC77,732$4.18M0.02%new13F-HRTimeline
Efficient Advisors, LLC74,595$4.01M0.24%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP66,349$3.57M<0.01%+19,47913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC64,424$3.47M<0.01%-113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC63,663$3.43M<0.01%-1,39113F-HRTimelineGroup
D.A. DAVIDSON & CO.51,305$2.76M0.02%new13F-HRTimeline
Woodward Financial Advisors, Inc.49,736$2.68M1.1%-4,55713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS47,898$2.58M0.01%+28,49313F-HRTimeline
One Capital Management, LLC43,302$2.33M0.08%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,636$2.19M0.04%+2,12113F-HRTimelineGroup
UBS Group AGin group UBS Group AG39,983$2.15M<0.01%-5,06513F-HRTimelineGroup
NorthCoast Asset Management LLC36,013$1.94M0.01%+25313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,679$1.92M<0.01%-1,68613F-HRTimelineGroup
Lantern Wealth Advisors, LLC33,473$1.8M1.07%13F-HRTimeline
Herold Advisors, Inc.33,125$1.78M0.37%-13213F-HRTimeline
Hudson Portfolio Management LLC30,043$1.62M1.51%013F-HRTimeline
FLOW TRADERS U.S. LLC26,335$1.42M0.05%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…26,223$1.41M<0.01%-33,58013F-HRTimelineGroup
Destination Wealth Management24,255$1.31M0.04%+53113F-HRTimeline
Essential Planning, LLC.23,996$1.29M0.48%-75113F-HRTimeline
Summit Financial, LLC22,203$1.19M0.03%+3013F-HRTimeline
Blue Oak Capital, LLC20,675$1.11M0.58%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,930$1.07M<0.01%+2,75613F-HRTimeline
Eagle Strategies LLC19,907$1.07M0.16%+1,11413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,046$971K<0.01%-31,51313F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co17,638$949K0.01%013F-HRTimelineGroup
Motiv8 Investments LLC17,351$934K0.57%+28413F-HRTimeline
Alesco Advisors, LLC, An ESL Co16,712$899K0.03%013F-HRTimeline
Steward Partners Investment Advisory, L…16,370$881K0.01%-2,68913F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC15,708$845K0.02%+4,09613F-HRTimeline
Burt Wealth Advisors15,052$810K0.19%013F-HRTimeline
Advisory Services Network, LLC13,591$731K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC12,816$690K<0.01%+15313F-HRTimeline
Cherry Tree Wealth Management, LLC11,678$628K0.15%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,190$602K<0.01%-44713F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,848$584K<0.01%+5,48313F-HRTimelineGroup
Allworth Financial LP10,831$583K<0.01%-3,41613F-HRTimeline
HMV Wealth Advisors, LLC10,655$573K0.38%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/10,300$554K0.11%-76513F-HRTimeline
Courage Miller Partners, LLC10,084$543K0.17%013F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC9,912$533K0.36%-1,04513F-HRTimeline
Rehmann Capital Advisory Group9,722$523K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…9,499$511K<0.01%+55313F-HRTimeline
Breakwater Investment Management8,924$480K0.19%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,555$460K<0.01%+1,11313F-HRTimelineGroup
Vertex Planning Partners, LLC8,405$452K0.09%+1,00013F-HRTimeline
Parkside Advisors LLC8,294$446K0.1%-45413F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC7,483$403K0.06%013F-HRTimeline
DIVERSIFIED TRUST CO6,330$341K0.01%013F-HRTimeline
Evanson Asset Management, LLC6,306$339K0.02%013F-HRTimeline
Pines Wealth Management, LLC5,726$307K0.11%-2,00513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,601$301K<0.01%013F-HRTimeline
Private Advisor Group, LLC5,565$299K<0.01%+11313F-HRTimeline
SYNOVUS FINANCIAL CORP5,150$277K<0.01%013F-HRTimeline
Aerodigm Wealth, LLC5,108$275K0.13%013F-HRTimeline
CogentBlue Wealth Advisors, LLC5,074$273K0.21%013F-HRTimeline
Marathon Strategic Advisors, LLC5,067$273K0.25%-37413F-HRTimeline
Consolidated Portfolio Review Corp4,952$266K0.04%-9913F-HRTimeline
Columbus Macro, LLC4,911$264K0.03%+2513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,643$250K0.03%-12913F-HRTimeline
HighTower Advisors, LLC4,542$244K<0.01%-13513F-HRTimeline
Apella Capital, LLC4,356$234K0.01%-1813F-HRTimeline
HRT FINANCIAL LP4,327$232K<0.01%-2,27313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,150$223K0.02%013F-HRTimelineGroup
Detalus Advisors, LLC4,070$219K0.06%new13F-HRTimeline
SEMITAM BONAM LLC3,965$213K0.2%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,888$209K<0.01%+1013F-HRTimeline
AMERIFLEX GROUP, INC.3,646$196K0.1%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,376$181K<0.01%+80913F-HRTimelineGroup
CWM, LLCin group CWM, LLC3,082$166K<0.01%-9,03113F-HRTimelineGroup
COMERICA BANK2,528$136K<0.01%+1,95513F-HRTimeline
MAI Capital Management1,984$107K<0.01%+2513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,847$99.4K<0.01%+1,05913F-HRTimelineGroup
Global Retirement Partners, LLC1,384$74.5K<0.01%13F-HRTimeline
MASECO LLP1,115$60K<0.01%13F-HRTimeline
Dogwood Wealth Management LLC1,097$58.8K0.03%013F-HRTimeline
ATWOOD & PALMER INC800$43K<0.01%-3,70013F-HRTimeline
BLAIR WILLIAM & CO/IL645$34.7K<0.01%013F-HRTimeline
AE Wealth Management LLC572$30.8K<0.01%+813F-HRTimeline
PrairieView Partners, LLC477$25K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…413$22.2K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.380$20.4K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.362$19.5K<0.01%13F-HRTimeline
Ridgewood Investments LLC350$18.8K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…338$18.2K<0.01%-21113F-HRTimelineGroup
Farther Finance Advisors, LLC312$16.8K<0.01%-63613F-HRTimeline
Princeton Global Asset Management LLC312$16.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…200$10.8K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc200$10.8K<0.01%013F-HRTimeline
FIDUCIARY ADVISORS, INC.198$10.7K0.01%+313F-HRTimeline
McIlrath & Eck, LLC89$4.78K<0.01%-8913F-HRTimeline
Cape Investment Advisory, Inc.89$4.78K<0.01%new13F-HRTimeline
Darwin Wealth Management, LLC82$4.44K<0.01%-113F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC73$3.93K<0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …65$3.5K<0.01%13F-HRTimelineGroup
Wood Tarver Financial Group, LLC34$1K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$700<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC3$160<0.01%-6413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.