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Disclosery

TIPZ PIMCO ETF TR

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BROAD US TIPS (fund)

44 managers (44 13F filers) reported a position in TIPZ shares at 2025-09-30, 839,357 shares in all. 7 filers opened a position and 7 filers sold out during the quarter.

Managers
44
13F filers
44
New
7
Added
13
Reduced
18
Sold out
7
Shares held by filers
839,357

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/198,335$10.7M<0.01%-42,80713F-HR/ATimelineGroup
One Capital Management, LLC77,739$4.18M0.13%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,647$3.8M<0.01%-3,32613F-HRTimelineGroup
LPL Financial LLC54,076$2.91M<0.01%+14,88613F-HRTimeline
WealthCare Investment Partners, LLC47,087$2.53M0.82%+3,85213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC44,309$2.38M<0.01%+35,68013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,928$2.25M<0.01%-4,58113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN37,460$2.01M<0.01%-24713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY34,175$1.84M<0.01%+10,27413F-HR/ATimelineGroup
Hara Capital LLC29,137$1.57M0.92%-9,32213F-HRTimeline
FLOW TRADERS U.S. LLC26,241$1.41M0.06%new13F-HRTimeline
Steward Partners Investment Advisory, L…19,976$1.07M0.01%-2,19013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,388$988K<0.01%+113F-HRTimelineGroup
Cetera Investment Advisers17,367$933K<0.01%-7,60413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,122$759K0.02%+30713F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC12,318$662K0.17%-2,44413F-HRTimelineGroup
WEDBUSH SECURITIES INC11,334$609K0.02%+1,14713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,905$479K<0.01%+2913F-HRTimelineGroup
Fairway Wealth LLC6,296$338K0.09%-1,17413F-HRTimeline
NewEdge Advisors, LLC6,266$337K<0.01%-28513F-HRTimeline
Snowden Capital Advisors LLC6,108$328K0.01%+69713F-HRTimeline
Mariner, LLCin group Mariner, LLC6,000$322K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO5,517$296K<0.01%-10113F-HR/ATimelineGroup
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …5,514$296K0.04%-13,04513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,446$293K<0.01%-2,27913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC5,301$285K<0.01%-2,57913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,297$285K<0.01%-15,58413F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,027$270K0.01%-26513F-HRTimelineGroup
Farther Finance Advisors, LLC4,726$254K<0.01%+6313F-HRTimeline
Prospera Financial Services Inc4,007$216K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,921$157K<0.01%+1,79013F-HRTimelineGroup
IFP Advisors, Inc2,467$133K<0.01%+2,26713F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,100$113K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC718$38.6K<0.01%-313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV606$32.6K<0.01%+713F-HRTimeline
Strategic Wealth Partners, Ltd.406$21.8K<0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC312$16.8K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC210$11.3K<0.01%new13F-HRTimeline
Main Street Group, LTD193$10.4K<0.01%013F-HRTimeline
McIlrath & Eck, LLC191$10.3K<0.01%-3813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources126$6.77K<0.01%013F-HRTimelineGroup
Blue Trust, Inc.35$1.88K<0.01%new13F-HRTimeline
AE Wealth Management LLC22$1.18K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$54<0.01%013F-HRTimelineGroup