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Disclosery

STPZ PIMCO ETF TR

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1-5 US TIP IDX (fund)

116 managers (117 13F filers) reported a position in STPZ shares at 2025-09-30, 5,262,669 shares in all. 14 filers opened a position and 13 filers sold out during the quarter.

Managers
116
13F filers
117
New
14
Added
34
Reduced
41
Sold out
13
Shares held by filers
5,262,669

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 STANLEY576,929$31.3M<0.01%-64,42313F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/505,367$27.4M<0.01%+33,05813F-HR/ATimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA359,530$19.5M0.03%-47,83413F-HRTimelineGroup
Bleakley Financial Group, LLC260,398$14.1M0.33%-2,55113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN250,499$13.6M<0.01%-6,43513F-HRTimelineGroup
Eagle Strategies LLC250,175$13.6M1.81%+230,26813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA233,351$12.6M0.03%-2,60213F-HRTimelineGroup
LPL Financial LLC231,098$12.5M<0.01%+28,60513F-HRTimeline
3EDGE Asset Management, LP186,196$10.1M0.57%new13F-HRTimeline
Kelman-Lazarov, Inc.132,770$7.19M1.07%+1,41113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA132,086$7.16M<0.01%-42,19113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,559$7.03M0.01%-6,00013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…117,598$6.37M0.13%+9,09513F-HRTimelineGroup
IHT Wealth Management, LLC112,786$6.11M0.15%+8,91113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC97,658$5.29M<0.01%+33,23413F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding90,638$4.91M-10,312Timeline
Arbor Investment Advisors, LLC88,739$4.81M0.61%-54713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC86,542$4.69M<0.01%-6,49013F-HRTimelineGroup
Lutz Financial Services LLC85,614$4.64M0.34%013F-HRTimeline
NewEdge Advisors, LLC85,053$4.61M0.02%+7,32113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP84,331$4.57M<0.01%+17,98213F-HRTimelineGroup
Beacon Pointe Advisors, LLC72,596$3.93M0.03%-19,35013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC62,594$3.39M<0.01%-1,06913F-HRTimelineGroup
D.A. DAVIDSON & CO.56,958$3.09M0.02%+5,65313F-HRTimeline
Woodward Financial Advisors, Inc.49,609$2.69M1.02%-12713F-HRTimeline
CAPTRUST FINANCIAL ADVISORS48,536$2.63M0.01%+63813F-HRTimeline
UBS Group AGin group UBS Group AG40,573$2.2M<0.01%+59013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…40,424$2.19M0.04%-21213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC39,651$2.15M<0.01%-51,04313F-HRTimelineGroup
One Capital Management, LLC38,557$2.09M0.07%-4,74513F-HRTimeline
NorthCoast Asset Management LLC36,368$1.97M0.01%+35513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,346$1.97M<0.01%+66713F-HRTimelineGroup
Lantern Wealth Advisors, LLC32,510$1.76M0.93%-96313F-HRTimeline
Hudson Portfolio Management LLC31,686$1.72M1.52%+1,64313F-HRTimeline
Destination Wealth Management29,059$1.57M0.04%+4,80413F-HRTimeline
Composition Wealth, LLC24,289$1.32M0.02%new13F-HRTimeline
Motiv8 Investments LLC21,816$1.18M0.63%+4,46513F-HRTimeline
Summit Financial, LLC21,670$1.17M0.02%-53313F-HRTimeline
Essential Planning, LLC.20,908$1.13M0.39%-3,08813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,976$1.08M<0.01%+4613F-HRTimeline
Rehmann Capital Advisory Group19,499$1.06M0.06%+9,77713F-HRTimeline
FLOW TRADERS U.S. LLC19,375$1.05M0.04%-6,96013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,638$956K0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC17,426$944K0.02%+1,71813F-HRTimeline
Alesco Advisors, LLC, An ESL Co16,713$905K0.02%+113F-HRTimeline
Steward Partners Investment Advisory, L…16,370$887K0.01%013F-HRTimeline
Burt Wealth Advisors15,052$815K0.2%013F-HRTimeline
Advisory Services Network, LLC13,993$758K0.01%+40213F-HRTimeline
Perennial Investment Advisors, LLC13,189$715K0.06%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,855$696K<0.01%-13,36813F-HRTimelineGroup
Ausdal Financial Partners, Inc.12,143$658K0.03%new13F-HRTimeline
Cherry Tree Wealth Management, LLC11,641$631K0.14%-3713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,298$612K<0.01%+10813F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,880$589K<0.01%-1,93613F-HRTimeline
HMV Wealth Advisors, LLC10,655$577K0.32%013F-HRTimeline
Allworth Financial LP10,391$563K<0.01%-44013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/10,300$558K0.1%013F-HRTimeline
Courage Miller Partners, LLC10,087$546K0.16%+313F-HRTimeline
Cambridge Investment Research Advisors,…9,477$513K<0.01%-2213F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,711$472K0.26%-1,20113F-HRTimeline
Vertex Planning Partners, LLC8,469$459K0.09%+6413F-HRTimeline
Breakwater Investment Management8,219$445K0.16%-70513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,594$411K<0.01%-96113F-HRTimelineGroup
DIMENSION CAPITAL MANAGEMENT LLC7,483$405K0.06%013F-HRTimeline
KWB Wealth7,266$391K0.04%new13F-HRTimeline
NATURAL INVESTMENTS, LLC3,568$352K0.09%new13F-HRTimeline
DIVERSIFIED TRUST CO6,330$343K0.01%013F-HRTimeline
Evanson Asset Management, LLC6,306$342K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…6,180$335K<0.01%+5,98013F-HRTimelineGroup
Private Advisor Group, LLC5,765$312K<0.01%+20013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,601$303K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC5,507$298K<0.01%-5,34113F-HRTimelineGroup
IRON Financial LLC5,465$296K0.14%new13F-HRTimeline
SYNOVUS FINANCIAL CORP5,150$279K<0.01%013F-HRTimeline
Pines Wealth Management, LLC5,134$278K0.09%-59213F-HRTimeline
Marathon Strategic Advisors, LLC5,129$278K0.22%+6213F-HRTimeline
Aerodigm Wealth, LLC5,108$276K0.12%013F-HRTimeline
CogentBlue Wealth Advisors, LLC5,074$275K0.19%013F-HRTimeline
Consolidated Portfolio Review Corp4,952$268K0.03%013F-HRTimeline
Cetera Investment Advisers4,941$268K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,881$264K<0.01%+1,50513F-HRTimelineGroup
HighTower Advisors, LLC4,542$246K<0.01%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,526$245K0.03%-11713F-HRTimeline
Arkos Global Advisors4,274$232K0.03%new13F-HRTimeline
Apella Capital, LLC4,153$225K0.01%-20313F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,150$225K0.02%013F-HRTimelineGroup
Detalus Advisors, LLC4,020$218K0.06%-5013F-HRTimeline
SEMITAM BONAM LLC3,770$204K0.18%-19513F-HRTimeline
Geneos Wealth Management Inc.2,583$140K<0.01%-117,29713F-HRTimeline
COMERICA BANK2,526$137K<0.01%-213F-HRTimeline
CWM, LLCin group CWM, LLC2,457$133K<0.01%-62513F-HRTimelineGroup
MAI Capital Management2,002$108K<0.01%+1813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,976$107K<0.01%+12913F-HR/ATimelineGroup
Global Retirement Partners, LLC1,199$65K<0.01%-18513F-HRTimeline
MASECO LLP1,115$60.4K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC1,097$59.4K0.03%013F-HRTimeline
ATWOOD & PALMER INC800$43.3K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC423$39.7K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL645$34.9K<0.01%013F-HRTimeline
AE Wealth Management LLC578$31.3K<0.01%+613F-HRTimeline
KERR FINANCIAL PLANNING Corp452$24.3K0.03%13F-HR/ATimeline
Pinnacle Bancorp, Inc.380$20.6K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.362$19.6K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…323$17.5K<0.01%-9013F-HRTimeline
Princeton Global Asset Management LLC312$16.9K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC211$11.4K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…207$11.2K<0.01%new13F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.200$10.8K0.01%+213F-HRTimeline
Farther Finance Advisors, LLC178$9.64K<0.01%-13413F-HRTimeline
McIlrath & Eck, LLC89$4.81K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC82$4.47K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.76$4.12K<0.01%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …65$3.52K<0.01%13F-HRTimelineGroup
Tortoise Investment Management, LLC20$1.08K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$704<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC5$278<0.01%+213F-HRTimelineGroup