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Disclosery

TIPZ PIMCO ETF TR

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BROAD US TIPS (fund)

50 managers (50 13F filers) reported a position in TIPZ shares at 2025-03-31, 1,305,954 shares in all. 5 filers opened a position and 8 filers sold out during the quarter.

Managers
50
13F filers
50
New
5
Added
24
Reduced
11
Sold out
8
Shares held by filers
1,305,954

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/240,145$13M<0.01%+9,79713F-HRTimelineGroup
OneDigital Investment Advisors LLC174,963$9.44M0.11%+20,61613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,751$5M0.01%+23,37713F-HR/ATimelineGroup
LPL Financial LLC80,525$4.34M<0.01%+42,31513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC75,491$4.07M<0.01%+28,09413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,507$3.96M<0.01%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC51,472$2.78M<0.01%-1,20613F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC48,049$2.59M0.14%+3,93913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN42,376$2.29M<0.01%+1,62713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,122$2.22M<0.01%+30,28213F-HR/ATimelineGroup
WealthCare Investment Partners, LLC40,559$2.13M0.9%+6,29313F-HRTimeline
Hara Capital LLC38,459$2.07M1.4%+21,02213F-HRTimeline
NewEdge Advisors, LLC35,347$1.91M0.01%+21,26413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,528$1.76M<0.01%+11,78613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY24,079$1.3M<0.01%-56013F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,545$1.22M0.01%-41013F-HRTimeline
GWN SECURITIES INC.20,221$1.06M0.06%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC18,420$993K0.26%-15,06613F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …15,816$853K0.12%new13F-HRTimeline
WEDBUSH SECURITIES INC13,109$707K0.03%+1,28313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,538$622K0.02%-48,43113F-HRTimelineGroup
AMERIFLEX GROUP, INC.11,482$619K0.25%+2513F-HRTimeline
Security Financial Services, INC.9,788$528K0.1%+2,45413F-HRTimeline
MML INVESTORS SERVICES, LLC7,798$421K<0.01%-85513F-HRTimeline
Fairway Wealth LLC7,612$411K0.15%+90213F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC7,414$400K0.09%+21213F-HRTimeline
Prospera Financial Services Inc7,220$390K0.01%-2,99813F-HRTimeline
SFG Wealth Management, LLC.6,980$376K0.18%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,373$344K<0.01%+1,76913F-HRTimeline
DAVENPORT & Co LLC6,281$339K<0.01%+60713F-HRTimeline
Mariner, LLCin group Mariner, LLC6,000$324K<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC5,615$303K0.01%+1613F-HRTimeline
Maridea Wealth Management LLC5,488$296K0.1%-1213F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,402$291K0.02%-2313F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,078$274K<0.01%-9,25113F-HRTimelineGroup
Farther Finance Advisors, LLC4,773$256K0.01%+2,26113F-HRTimeline
Pines Wealth Management, LLC4,558$241K0.11%-1,11413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,535$136K<0.01%+28413F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV588$31.7K<0.01%+213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO473$25.5K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/427$23K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC312$16.2K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC229$12.4K<0.01%013F-HRTimeline
Main Street Group, LTD191$10.3K<0.01%+113F-HRTimeline
New Millennium Group LLC145$7.82K0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources126$6.8K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC39$2.1K<0.01%013F-HRTimeline
Allworth Financial LP4$212<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$54<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.