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Disclosery

TIPZ PIMCO ETF TR

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BROAD US TIPS (fund)

36 managers (36 13F filers) reported a position in TIPZ shares at 2026-06-30, 728,553 shares in all. 3 filers opened a position and 6 filers sold out during the quarter.

Managers
36
13F filers
36
New
3
Added
15
Reduced
10
Sold out
6
Shares held by filers
728,553

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
LPL Financial LLC156,967$8.21M<0.01%+11,70013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/73,113$3.83M<0.01%+1,52613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN68,353$3.58M<0.01%+29,72913F-HRTimelineGroup
WealthCare Investment Partners, LLC60,818$3.18M0.77%+6,05613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,914$2.93M<0.01%-14,14613F-HRTimelineGroup
One Capital Management, LLC44,568$2.37M0.07%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY43,523$2.28M<0.01%+13,15013F-HRTimelineGroup
Apex Wealth Management, LLC39,158$2.05M1.25%+48713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA32,736$1.71M<0.01%-12,19413F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co30,000$1.57M0.02%+10,00013F-HRTimelineGroup
Hara Capital LLC21,174$1.11M0.58%-2,16713F-HRTimeline
Steward Partners Investment Advisory, L…15,668$820K<0.01%-1,97113F-HRTimeline
WEDBUSH SECURITIES INC9,706$508K0.01%-1,71413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC8,824$462K<0.01%-1,53713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,109$424K<0.01%+3,83513F-HRTimelineGroup
Fairway Wealth LLC7,486$392K0.09%+24913F-HRTimeline
Snowden Capital Advisors LLC7,180$376K0.01%+16813F-HRTimeline
HRT FINANCIAL LP6,909$361K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP6,108$320K<0.01%+58013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,322$278K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC5,280$276K<0.01%013F-HRTimeline
MML INVESTORS SERVICES, LLC5,021$263K<0.01%+1,07813F-HRTimeline
Farther Finance Advisors, LLC4,449$233K<0.01%+5613F-HRTimeline
Cetera Investment Advisers4,179$219K<0.01%-1,99913F-HRTimeline
IFP Advisors, Inc3,165$166K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,429$128K<0.01%-4,17413F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV678$35.5K<0.01%+1613F-HRTimeline
Global Retirement Partners, LLC594$31.1K<0.01%13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…467$24.4K0.07%-6113F-HR/ATimelineGroup
Founders Financial Alliance, LLC218$11.4K<0.01%+513F-HRTimeline
Main Street Group, LTD193$10.1K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources126$6.59K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC78$4.08K<0.01%new13F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC21$1.1K<0.01%13F-HRTimeline
AE Wealth Management LLC18$942<0.01%-413F-HRTimeline
FMR LLCin group FMR LLC1$52<0.01%013F-HRTimelineGroup