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Disclosery

TIPZ PIMCO ETF TR

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BROAD US TIPS (fund)

46 managers (46 13F filers) reported a position in TIPZ shares at 2025-06-30, 933,171 shares in all. 5 filers opened a position and 10 filers sold out during the quarter.

Managers
46
13F filers
46
New
5
Added
12
Reduced
20
Sold out
10
Shares held by filers
933,171

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/241,142$12.8M<0.01%+99713F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…98,001$5.22M0.12%new13F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,973$3.94M<0.01%+46613F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC51,504$2.74M0.13%+3,45513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,509$2.48M<0.01%+5,38713F-HR/ATimelineGroup
WealthCare Investment Partners, LLC43,235$2.29M0.82%+2,67613F-HRTimeline
LPL Financial LLC39,190$2.09M<0.01%-41,33513F-HRTimeline
Hara Capital LLC38,459$2.05M1.27%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,707$2.01M<0.01%-4,66913F-HRTimelineGroup
Cetera Investment Advisers24,971$1.33M<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY23,901$1.27M<0.01%-17813F-HRTimelineGroup
Steward Partners Investment Advisory, L…22,166$1.18M0.01%-37913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,881$1.11M<0.01%-71,87013F-HRTimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …18,559$988K0.14%+2,74313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,387$979K<0.01%-33,08513F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC14,762$786K0.2%-3,65813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,815$736K0.02%+2,27713F-HRTimelineGroup
WEDBUSH SECURITIES INC10,187$543K0.02%-2,92213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,876$473K<0.01%-23,65213F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,629$460K<0.01%-66,86213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,880$420K<0.01%+8213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,725$411K<0.01%new13F-HRTimelineGroup
Fairway Wealth LLC7,470$398K0.13%-14213F-HRTimeline
DAVENPORT & Co LLC7,229$385K<0.01%+94813F-HRTimeline
NewEdge Advisors, LLC6,551$349K<0.01%-28,79613F-HRTimeline
Mariner, LLCin group Mariner, LLC6,000$320K<0.01%013F-HRTimelineGroup
GWN SECURITIES INC.5,676$302K0.06%-14,54513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,618$299K<0.01%+5,14513F-HRTimelineGroup
Snowden Capital Advisors LLC5,411$288K0.01%-20413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,292$282K0.01%-11013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,671$249K<0.01%-1,70213F-HRTimeline
Farther Finance Advisors, LLC4,663$248K<0.01%-11013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,131$60.1K<0.01%-1,40413F-HRTimelineGroup
Global Retirement Partners, LLC721$38.4K<0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV599$31.9K<0.01%+1113F-HRTimeline
CWM, LLCin group CWM, LLC375$20K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC312$16.6K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC229$12.2K<0.01%013F-HRTimeline
IFP Advisors, Inc200$10.7K<0.01%new13F-HRTimeline
Main Street Group, LTD193$10.3K<0.01%+213F-HRTimeline
New Millennium Group LLC145$7.72K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources126$6.71K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.77$4.08K<0.01%-11,40513F-HRTimeline
AE Wealth Management LLC22$1.17K<0.01%-1713F-HRTimeline
FMR LLCin group FMR LLC1$53<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.