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Disclosery

TIPZ PIMCO ETF TR

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BROAD US TIPS (fund)

54 managers (54 13F filers) reported a position in TIPZ shares at 2024-12-31, 1,243,036 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
54
13F filers
54
New
5
Added
21
Reduced
15
Sold out
8
Shares held by filers
1,243,036

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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/230,348$11.9M<0.01%-31,67213F-HRTimelineGroup
OneDigital Investment Advisors LLC154,347$8M0.09%+19,84413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,507$3.81M<0.01%13F-HR/ATimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC69,374$3.59M0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC59,969$3.11M0.1%+6,76213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC52,678$2.73M<0.01%+20,67113F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE50,921$2.64M<0.01%-55,66613F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC47,397$2.46M<0.01%+13,11513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC44,110$2.29M0.12%+7,87613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,749$2.11M<0.01%+1,16413F-HRTimelineGroup
LPL Financial LLC38,210$1.98M<0.01%+1,65413F-HRTimeline
WealthCare Investment Partners, LLC34,266$1.78M0.78%+84913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC33,486$1.74M0.43%+1,10213F-HRTimelineGroup
FLOW TRADERS U.S. LLC26,038$1.35M0.05%-58,27013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY24,639$1.28M<0.01%-2,91713F-HR/ATimelineGroup
PAX Financial Group, LLC23,264$1.21M0.22%+50413F-HRTimeline
Steward Partners Investment Advisory, L…22,955$1.19M0.01%-4,84213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20,742$1.08M<0.01%+7,36013F-HR/ATimelineGroup
GeoWealth Management, LLC20,317$1.05M0.03%-1,46313F-HRTimeline
Hara Capital LLC17,437$904K0.57%+12,75713F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,329$743K<0.01%+41513F-HRTimelineGroup
NewEdge Advisors, LLC14,083$730K<0.01%+3,68713F-HRTimeline
WEDBUSH SECURITIES INC11,826$613K0.02%-1,17613F-HRTimeline
AMERIFLEX GROUP, INC.11,457$602K0.28%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA10,840$562K<0.01%+3,32013F-HRTimelineGroup
Prospera Financial Services Inc10,218$530K0.01%-11013F-HRTimeline
MML INVESTORS SERVICES, LLC8,653$448K<0.01%-1,31413F-HRTimeline
Security Financial Services, INC.7,334$380K0.08%+2,18013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,202$373K0.08%-11313F-HRTimeline
Fairway Wealth LLC6,710$348K0.16%+1,21313F-HRTimeline
Mariner, LLCin group Mariner, LLC6,000$311K<0.01%013F-HRTimelineGroup
DAVENPORT & Co LLC5,674$294K<0.01%new13F-HRTimeline
Pines Wealth Management, LLC5,672$293K0.13%13F-HRTimeline
Snowden Capital Advisors LLC5,599$291K0.01%+12513F-HRTimeline
Maridea Wealth Management LLC5,500$285K0.09%13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,425$282K0.02%-2713F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,604$239K<0.01%-42013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,299$223K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,020$156K<0.01%-45813F-HRTimelineGroup
Farther Finance Advisors, LLC2,512$130K<0.01%-30313F-HRTimeline
Wallace Hart LLC2,380$123K0.1%-22713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,251$117K<0.01%+2,02613F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV586$30.3K<0.01%+513F-HRTimeline
Fortitude Family Office, LLC550$28.5K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/427$22.1K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC312$16.2K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC229$11.9K<0.01%013F-HRTimeline
Main Street Group, LTD190$9.83K<0.01%+213F-HRTimeline
New Millennium Group LLC145$7.51K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources126$6.53K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC89$4.62K<0.01%013F-HRTimeline
AE Wealth Management LLC39$2.02K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$52<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.