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Disclosery

STPZ PIMCO ETF TR

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1-5 US TIP IDX (fund)

115 managers (117 13F filers) reported a position in STPZ shares at 2026-03-31, 5,548,212 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
115
13F filers
117
New
8
Added
38
Reduced
44
Sold out
11
Shares held by filers
5,548,212

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/646,919$35M<0.01%+96,07413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY460,160$24.9M<0.01%-53,20513F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…365,080$19.8M0.77%+17613F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA280,542$15.2M0.03%+5,64613F-HRTimelineGroup
Eagle Strategies LLC275,311$14.9M1.78%+8,99813F-HRTimeline
Bleakley Financial Group, LLC254,712$13.8M0.22%+19513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN246,427$13.3M<0.01%-4,10613F-HR/ATimelineGroup
LPL Financial LLC217,622$11.8M<0.01%+15,03613F-HRTimeline
TIAAgroup of 2 filers holding184,582$9.99M-35,941Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC175,053$9.47M<0.01%+18,53913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA146,747$7.94M<0.01%+13,23813F-HRTimelineGroup
Elevation Capital Advisory, LLC143,984$7.79M3.32%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…134,563$7.28M0.13%+6,68813F-HRTimelineGroup
Kelman-Lazarov, Inc.130,364$7.05M1.01%-4,69613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.123,912$6.72M0.01%-6,03613F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding120,096$6.5M+51,976Timeline
Arbor Investment Advisors, LLC96,423$5.22M0.68%+1,88913F-HRTimeline
Optimus Capital Advisors, LLC95,368$5.16M3.05%+9,78613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP91,469$4.95M<0.01%+2,14313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC80,384$4.35M<0.01%-7,63013F-HRTimelineGroup
Lutz Financial Services LLC76,584$4.14M0.28%-2,28413F-HRTimeline
D.A. DAVIDSON & CO.67,081$3.63M0.02%+3,68113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC63,845$3.45M<0.01%-28513F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC62,993$3.41M0.02%+6,52513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS62,032$3.36M0.01%+17,43913F-HRTimeline
Woodward Financial Advisors, Inc.48,245$2.61M1.01%-1,43213F-HRTimeline
Lantern Wealth Advisors, LLC43,535$2.36M1.21%+65013F-HRTimeline
UBS Group AGin group UBS Group AG42,768$2.31M<0.01%+1,35613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC42,116$2.28M<0.01%+4,79713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…41,581$2.25M0.02%+21213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP35,021$1.89M<0.01%-1,55813F-HRTimelineGroup
Hudson Portfolio Management LLC34,248$1.85M1.56%+3713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC29,927$1.62M<0.01%-35313F-HRTimeline
Belleair Asset Management, LLC28,000$1.51M1.38%-3,28113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC27,188$1.47M<0.01%-75913F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO26,651$1.44M<0.01%+1113F-HR/ATimelineGroup
Summit Financial, LLC24,494$1.33M0.02%+4,42113F-HRTimeline
Destination Wealth Management21,548$1.17M0.03%+1,72313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,172$1.15M<0.01%-6,43513F-HRTimelineGroup
Essential Planning, LLC.19,698$1.07M0.34%-1,07813F-HRTimeline
Rehmann Capital Advisory Group19,499$1.06M0.05%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,543$949K<0.01%-75,35413F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,456$944K0.02%+7,71013F-HRTimelineGroup
Creative Planningin group Creative Planning16,941$917K<0.01%-4513F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co16,710$904K0.02%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,061$869K0.03%-41613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC15,531$840K0.02%-2,69813F-HRTimeline
Steward Partners Investment Advisory, L…14,425$780K<0.01%-1,94513F-HRTimeline
Cetera Investment Advisers14,272$772K<0.01%+6,41813F-HRTimeline
Advisory Services Network, LLC14,154$766K0.01%+6013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co14,138$765K0.01%-3,50013F-HRTimelineGroup
Cherry Tree Wealth Management, LLC13,219$715K0.15%-6013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …12,854$695K<0.01%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…11,723$634K<0.01%+3613F-HRTimelineGroup
WCG Wealth Advisors LLC11,400$617K0.02%013F-HRTimeline
HMV Wealth Advisors, LLC10,655$577K0.27%013F-HRTimeline
Ausdal Financial Partners, Inc.10,300$557K0.02%-1,18013F-HRTimeline
Courage Miller Partners, LLC10,084$546K0.15%013F-HRTimeline
GOULD ASSET MANAGEMENT LLC /CA/10,050$544K0.09%-6013F-HRTimeline
MONTAG A & ASSOCIATES INC9,385$508K0.02%013F-HRTimeline
Allworth Financial LP9,368$507K<0.01%-29613F-HRTimeline
Vertex Planning Partners, LLC8,981$486K0.09%+75613F-HRTimeline
KFA Private Wealth Group, LLC8,580$464K0.11%new13F-HRTimeline
JIM SAULNIER & ASSOCIATES, LLC8,291$449K0.22%-33113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,247$446K<0.01%+1,69013F-HRTimelineGroup
Breakwater Investment Management8,159$441K0.16%-6013F-HRTimeline
NorthRock Partners, LLC7,827$424K0.01%-1713F-HRTimeline
DIMENSION CAPITAL MANAGEMENT LLC7,483$405K0.06%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,925$373K<0.01%+34613F-HRTimelineGroup
Evanson Asset Management, LLC6,306$341K0.02%013F-HRTimeline
Mezzasalma Advisors, LLC6,140$332K0.08%+36613F-HRTimeline
Breakwater Capital Group6,078$329K0.04%+78913F-HRTimeline
DIVERSIFIED TRUST CO6,000$325K0.01%-33013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV5,607$303K<0.01%-19513F-HRTimeline
Composition Wealth, LLC5,600$303K<0.01%-14,21513F-HRTimeline
IRON Financial LLC5,507$298K0.13%+913F-HRTimeline
MML INVESTORS SERVICES, LLC5,466$296K<0.01%-7,20013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …5,150$279K<0.01%013F-HRTimelineGroup
Pines Wealth Management, LLC5,134$278K0.09%013F-HRTimeline
Marathon Strategic Advisors, LLC4,964$269K0.19%-3013F-HRTimeline
HighTower Advisors, LLC4,542$246K<0.01%013F-HRTimeline
Aerodigm Wealth, LLC4,280$232K0.09%013F-HRTimeline
Arkos Global Advisors4,263$231K0.03%-1213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC4,240$229K0.03%-4613F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…4,150$225K0.02%13F-HRTimelineGroup
Western Reserve Capital Management, LLC4,118$223K0.18%013F-HRTimeline
Apella Capital, LLC3,953$215K<0.01%-3613F-HRTimeline
CAMBIENT FAMILY OFFICE, LLC3,721$201K0.03%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,477$134K<0.01%+2,27013F-HRTimelineGroup
MAI Capital Management1,968$107K<0.01%+513F-HRTimeline
CWM, LLCin group CWM, LLC1,797$97.2K<0.01%-58213F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.886$47.9K<0.01%013F-HRTimeline
Dogwood Wealth Management LLC866$46.9K0.02%-23113F-HRTimeline
ATWOOD & PALMER INC800$43.3K<0.01%013F-HRTimeline
MASECO LLP793$42.9K<0.01%-32213F-HRTimeline
BLAIR WILLIAM & CO/IL645$34.9K<0.01%013F-HRTimeline
AE Wealth Management LLC585$31.7K<0.01%+213F-HRTimeline
KERR FINANCIAL PLANNING Corp456$24.8K0.02%-45013F-HR/ATimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…405$21.9K<0.01%new13F-HRTimelineGroup
Pinnacle Bancorp, Inc.380$20.6K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.353$19.1K<0.01%-813F-HRTimeline
Federation des caisses Desjardins du Qu…323$17.5K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC312$16.9K<0.01%013F-HRTimeline
Abound Wealth Management284$15.4K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC251$13.5K<0.01%-17013F-HRTimeline
FIDUCIARY ADVISORS, INC.202$11K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.154$8.36K<0.01%+7813F-HRTimeline
NewEdge Advisors, LLC85$4.6K<0.01%-3113F-HR/ATimeline
Darwin Wealth Management, LLC83$4.52K<0.01%+113F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …65$3.52K<0.01%013F-HRTimelineGroup
Indiana Trust & Investment Management Co64$3.46K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC32$1.73K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC13$703<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC5$270<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC3$161<0.01%013F-HRTimelineGroup