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Disclosery

STPZ PIMCO ETF TR

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1-5 US TIP IDX (fund)

122 managers (122 13F filers) reported a position in STPZ shares at 2025-12-31, 5,546,978 shares in all. 16 filers opened a position and 14 filers sold out during the quarter.

Managers
122
13F filers
122
New
16
Added
41
Reduced
36
Sold out
14
Shares held by filers
5,546,978

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/550,845$29.6M<0.01%+45,47813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY513,365$27.5M<0.01%-63,56413F-HR/ATimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…364,904$19.6M0.73%new13F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA274,896$14.8M0.02%-84,63413F-HRTimelineGroup
Eagle Strategies LLC266,313$14.3M1.83%+16,13813F-HRTimeline
Bleakley Financial Group, LLC254,517$13.7M0.24%-5,88113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN250,533$13.4M<0.01%+3413F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA220,523$11.8M0.03%-12,82813F-HRTimelineGroup
LPL Financial LLC202,586$10.9M<0.01%-28,51213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC156,514$8.4M<0.01%+58,85613F-HR/ATimelineGroup
Kelman-Lazarov, Inc.135,060$7.25M1.03%+2,29013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA133,509$7.16M<0.01%+1,42313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.129,948$6.98M0.01%+38913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…127,875$6.86M0.13%+10,27713F-HRTimelineGroup
Arbor Investment Advisors, LLC94,534$5.07M0.67%+5,79513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,897$4.98M0.01%+53,24613F-HRTimelineGroup
FLOW TRADERS U.S. LLC91,777$4.92M0.16%+72,40213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP89,326$4.79M<0.01%+4,99513F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC88,014$4.72M<0.01%+1,47213F-HRTimelineGroup
Optimus Capital Advisors, LLC85,582$4.59M2.69%13F-HRTimeline
Lutz Financial Services LLC78,868$4.23M0.29%-6,74613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding68,120$3.66M-22,518Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC64,130$3.44M<0.01%+1,53613F-HRTimelineGroup
D.A. DAVIDSON & CO.63,400$3.4M0.02%+6,44213F-HRTimeline
IHT Wealth Management, LLC63,298$3.4M0.08%-49,48813F-HRTimeline
Beacon Pointe Advisors, LLC56,468$3.03M0.02%-16,12813F-HRTimeline
Woodward Financial Advisors, Inc.49,677$2.67M1%+6813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS44,593$2.39M<0.01%-3,94313F-HRTimeline
Lantern Wealth Advisors, LLC42,885$2.3M1.22%+10,37513F-HRTimeline
UBS Group AGin group UBS Group AG41,412$2.22M<0.01%+83913F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…41,369$2.22M0.03%+94513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC37,319$2M<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP36,579$1.96M<0.01%+23313F-HRTimelineGroup
Hudson Portfolio Management LLC34,211$1.84M1.58%+2,52513F-HRTimeline
Belleair Asset Management, LLC31,281$1.68M1.6%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC30,280$1.62M<0.01%+10,30413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,947$1.5M<0.01%+20,35313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,607$1.48M<0.01%+14,75213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,640$1.43M<0.01%+24,66413F-HRTimelineGroup
Motiv8 Investments LLC22,200$1.19M0.65%+38413F-HRTimeline
Essential Planning, LLC.20,776$1.11M0.36%-13213F-HRTimeline
Summit Financial, LLC20,073$1.08M0.02%-1,59713F-HRTimeline
Destination Wealth Management19,825$1.06M0.03%-9,23413F-HRTimeline
Composition Wealth, LLC19,815$1.06M0.02%-4,47413F-HRTimeline
Rehmann Capital Advisory Group19,499$1.05M0.05%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC18,229$978K0.02%+80313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co17,638$946K0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning16,986$911K<0.01%new13F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co16,710$897K0.02%-313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,477$884K0.03%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,370$878K<0.01%013F-HRTimeline
Advisory Services Network, LLC14,094$756K0.01%+10113F-HRTimeline
Cherry Tree Wealth Management, LLC13,279$713K0.15%+1,63813F-HRTimeline
MML INVESTORS SERVICES, LLC12,666$680K<0.01%+1,78613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,687$627K<0.01%+38913F-HR/ATimelineGroup
Ausdal Financial Partners, Inc.11,480$616K0.03%-66313F-HRTimeline
WCG Wealth Advisors LLC11,400$612K0.02%new13F-HRTimeline
Gallagher Capital Advisors, LLC13,939$597K0.39%new13F-HRTimeline
HMV Wealth Advisors, LLC10,655$572K0.29%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/10,110$543K0.1%-19013F-HRTimeline
Courage Miller Partners, LLC10,084$541K0.16%-313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,746$523K0.01%new13F-HRTimelineGroup
Allworth Financial LP9,664$519K<0.01%-72713F-HRTimeline
MONTAG A & ASSOCIATES INC9,385$505K0.02%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,622$463K0.24%-8913F-HRTimeline
Vertex Planning Partners, LLC8,225$441K0.1%-24413F-HRTimeline
Breakwater Investment Management8,219$441K0.16%013F-HRTimeline
Cetera Investment Advisers7,854$421K<0.01%+2,91313F-HRTimeline
NorthRock Partners, LLC7,844$421K0.01%new13F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC7,483$402K0.06%013F-HRTimeline
Cambridge Investment Research Advisors,…6,808$365K<0.01%-2,66913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,579$353K<0.01%+1,69813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,557$352K<0.01%+1,05013F-HRTimelineGroup
DIVERSIFIED TRUST CO6,330$340K0.01%013F-HRTimeline
Evanson Asset Management, LLC6,306$338K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,802$311K<0.01%+20113F-HRTimeline
Mezzasalma Advisors, LLC5,774$310K0.07%new13F-HRTimeline
IRON Financial LLC5,498$295K0.14%+3313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,335$286K<0.01%-84513F-HRTimelineGroup
Breakwater Capital Group5,289$284K0.04%new13F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,150$276K<0.01%13F-HR/ATimelineGroup
Pines Wealth Management, LLC5,134$275K0.09%013F-HRTimeline
Marathon Strategic Advisors, LLC4,994$268K0.2%-13513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC4,554$244K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC4,542$244K<0.01%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,286$230K0.03%-24013F-HRTimeline
Aerodigm Wealth, LLC4,280$230K0.09%-82813F-HR/ATimeline
Arkos Global Advisors4,275$229K0.03%+113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…4,150$223K0.02%013F-HRTimelineGroup
Western Reserve Capital Management, LLC4,118$221K0.21%13F-HRTimeline
Midwest Trust Co4,100$220K<0.01%new13F-HRTimeline
Apella Capital, LLC3,989$214K<0.01%-16413F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC3,721$200K0.03%13F-HRTimeline
COMERICA BANK2,513$135K<0.01%-1313F-HRTimeline
CWM, LLCin group CWM, LLC2,379$128K<0.01%-7813F-HRTimelineGroup
MAI Capital Management1,963$105K<0.01%-3913F-HRTimeline
Geneos Wealth Management Inc.1,685$90.4K<0.01%-89813F-HRTimeline
MASECO LLP1,115$59.8K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC1,097$58.9K0.03%013F-HRTimeline
Global Retirement Partners, LLC1,029$55.2K<0.01%-17013F-HRTimeline
KERR FINANCIAL PLANNING Corp906$48.8K0.07%+45413F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.886$47.5K<0.01%new13F-HRTimeline
ATWOOD & PALMER INC800$42.9K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL645$34.6K<0.01%013F-HRTimeline
AE Wealth Management LLC583$31.3K<0.01%+513F-HRTimeline
Cornerstone Planning Group LLC421$22.7K<0.01%-213F-HRTimeline
Pinnacle Bancorp, Inc.380$20.4K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.361$19.4K<0.01%-113F-HRTimeline
Federation des caisses Desjardins du Qu…323$17.3K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC312$16.7K<0.01%013F-HRTimeline
Clearstead Advisors, LLC288$14.5K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…207$11.1K<0.01%013F-HRTimelineGroup
FIDUCIARY ADVISORS, INC.202$10.8K0.01%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…200$10.7K<0.01%new13F-HR/ATimelineGroup
NewEdge Advisors, LLC116$6.22K<0.01%-84,93713F-HRTimeline
McIlrath & Eck, LLC89$4.76K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC82$4.43K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.76$4.08K<0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …65$3.49K<0.01%013F-HRTimelineGroup
Farther Finance Advisors, LLC32$1.72K<0.01%-14613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$698<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC3$160<0.01%-213F-HRTimelineGroup