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Disclosery

TIPZ PIMCO ETF TR

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BROAD US TIPS (fund)

39 managers (39 13F filers) reported a position in TIPZ shares at 2025-12-31, 782,282 shares in all. 5 filers opened a position and 10 filers sold out during the quarter.

Managers
39
13F filers
39
New
5
Added
15
Reduced
14
Sold out
10
Shares held by filers
782,282

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC137,053$7.18M<0.01%+82,97713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC70,706$3.7M<0.01%+5913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/69,198$3.62M<0.01%-129,13713F-HRTimelineGroup
WealthCare Investment Partners, LLC52,582$2.78M0.81%+5,49513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,411$2.54M<0.01%+6,48313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,280$2.27M<0.01%-1,02913F-HRTimelineGroup
GTS SECURITIES LLC40,675$2.13M0.07%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,347$2.11M<0.01%+2,88713F-HRTimelineGroup
One Capital Management, LLC39,668$2.08M0.06%-38,07113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY34,871$1.83M<0.01%+69613F-HR/ATimelineGroup
Hara Capital LLC24,637$1.3M0.72%-4,50013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC18,387$963K<0.01%-113F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…18,374$962K0.01%-1,60213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC18,105$948K<0.01%+12,80813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,929$782K0.02%+80713F-HRTimelineGroup
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC14,824$776K0.2%+2,50613F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co14,000$733K0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC9,706$508K0.01%-1,62813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,886$466K<0.01%-1913F-HRTimelineGroup
Cetera Investment Advisers8,593$450K<0.01%-8,77413F-HRTimeline
Fairway Wealth LLC6,836$358K0.1%+54013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO6,635$347K<0.01%+1,11813F-HRTimelineGroup
Snowden Capital Advisors LLC6,503$342K0.01%+39513F-HRTimeline
Mariner, LLCin group Mariner, LLC6,000$314K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC5,355$280K<0.01%-91113F-HRTimeline
MML INVESTORS SERVICES, LLC4,897$256K<0.01%-40413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP4,746$249K<0.01%+1,82513F-HRTimelineGroup
Farther Finance Advisors, LLC4,287$225K<0.01%-43913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,160$219K0.01%-86713F-HRTimelineGroup
IFP Advisors, Inc2,593$136K<0.01%+12613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC960$50.3K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV660$34.6K<0.01%+5413F-HRTimeline
Global Retirement Partners, LLC589$30.9K<0.01%-12913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…358$18.7K<0.01%new13F-HR/ATimelineGroup
McIlrath & Eck, LLC191$10K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG131$6.86K<0.01%new13F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources126$6.6K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC22$1.15K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$52<0.01%013F-HRTimelineGroup