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PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STPZ) Institutional Ownership

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund logo
$52.64 +0.02 (+0.04%)
As of 09:37 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (NYSEARCA:STPZ)

Current
Institutional Ownership
Percentage
75.17%
Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$2.91M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$1.93M
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STPZ Institutional Buying and Selling by Quarter

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/7/2026 Canandaigua National Bank & Trust Co.4,150$221K0.0%N/A0.042%
7/2/2026 KERR FINANCIAL PLANNING Corp3,858$206K0.2%-22.0%0.039%
4/29/2026 KERR FINANCIAL PLANNING Corp4,947$268K0.3%-9.1%0.057%
4/28/2026 Arbor Investment Advisors LLC96,423$5.22M0.7%+2.0%1.106%
2/17/2026Captrust Financial Advisors44,593$2.39M0.0%-8.1%0.556%
2/17/2026 Gould Asset Management LLC CA10,110$543K0.1%-1.8%0.126%
2/11/2026 TIAA Trust National Association220,523$11.83M0.0%-5.5%2.750%
2/5/2026 TD Private Client Wealth LLC18,229$978K0.0%+4.6%0.227%
1/23/2026 Arbor Investment Advisors LLC94,534$5.07M0.7%+6.5%1.179%
11/25/2025 KERR FINANCIAL PLANNING Corp4,693$254K0.4%N/A0.057%
11/19/2025Captrust Financial Advisors48,536$2.63M0.0%+1.3%0.590%
11/17/2025Flow Traders U.S. LLC19,375$1.05M0.0%-26.4%0.236%
11/17/2025Arkos Global Advisors4,274$232K0.0%N/A0.052%
11/17/2025Ameriprise Financial Inc.62,594$3.39M0.0%-1.7%0.761%
11/14/2025One Capital Management LLC38,557$2.09M0.1%-11.0%0.469%
11/12/2025 TIAA Trust National Association233,351$12.64M0.0%-1.1%2.839%
11/4/2025Jones Financial Companies Lllp4,881$264K0.0%+44.6%0.059%
10/27/2025 TD Private Client Wealth LLC17,426$944K0.0%+10.9%0.212%
10/21/2025 Arbor Investment Advisors LLC88,739$4.81M0.6%-0.6%1.080%
8/15/2025Captrust Financial Advisors47,898$2.58M0.0%+146.8%0.579%
8/15/2025Ameriprise Financial Inc.63,663$3.43M0.0%-2.1%0.770%
8/13/2025Flow Traders U.S. LLC26,335$1.42M0.1%N/A0.318%
8/12/2025 JPMorgan Chase & Co.1,847$99K0.0%+134.4%0.022%
8/5/2025 TIAA Trust National Association235,953$12.70M0.0%-15.1%2.819%
8/5/2025 Gould Asset Management LLC CA10,300$554K0.1%-6.9%0.123%
7/30/2025 Arbor Investment Advisors LLC89,286$4.80M0.6%+1.5%1.067%
7/15/2025 TD Private Client Wealth LLC15,708$845K0.0%+35.3%0.190%
5/8/2025TIAA Trust National Association277,986$15.02M0.0%-43.1%3.341%
4/29/2025TD Private Client Wealth LLC11,612$627K0.0%+89.7%0.140%
4/25/2025Arbor Investment Advisors LLC88,006$4.75M0.6%+1.4%1.058%
4/14/2025Farther Finance Advisors LLC948$51K0.0%N/A0.012%
2/24/2025Ameriflex Group Inc.3,646$193K0.1%N/A0.045%
2/17/2025Captrust Financial Advisors22,048$1.15M0.0%-30.4%0.233%
2/17/2025Ameriprise Financial Inc.72,249$3.78M0.0%-8.0%0.763%
2/14/2025Arkos Global Advisors4,822$252K0.0%-41.0%0.051%
2/14/2025Kovitz Investment Group Partners LLC36,032$1.88M0.0%-0.7%0.380%
2/12/2025Summit Financial LLC22,045$1.15M0.0%+2.8%0.233%
2/12/2025JPMorgan Chase & Co.3,389$177K0.0%-30.5%0.036%
2/11/2025TIAA Trust National Association488,640$25.56M0.1%+136.2%5.160%
2/6/2025Jones Financial Companies Lllp2,937$154K0.0%+397.0%0.031%
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2/4/2025Arbor Investment Advisors LLC86,799$4.54M0.6%+5.7%0.917%
12/26/2024JPMorgan Chase & Co.4,876$258K0.0%-83.2%0.051%
11/18/2024TD Private Client Wealth LLC6,270$331K0.0%+68.7%0.066%
11/15/2024Kovitz Investment Group Partners LLC36,274$1.92M0.0%N/A0.383%
11/14/2024Flow Traders U.S. LLC22,342$1.18M0.1%N/A0.236%
11/14/2024Captrust Financial Advisors31,683$1.67M0.0%-0.8%0.335%
10/24/2024Arbor Investment Advisors LLC82,087$4.34M0.6%+7.2%0.867%
10/8/2024Parkside Advisors LLC10,383$548K0.1%-30.9%0.110%
10/7/2024Marathon Strategic Advisors LLC5,499$290K0.3%-7.9%0.058%
8/1/2024TIAA Trust National Association266,495$13.76M0.0%+2.9%2.814%
7/11/2024Canandaigua National Bank & Trust Co.4,150$214K0.0%N/A0.044%
7/8/2024Marathon Strategic Advisors LLC5,970$308K0.4%-5.0%0.063%
5/17/2024Comerica Bank1,700$88K0.0%-85.5%0.017%
5/10/2024TIAA Trust National Association258,941$13.34M0.0%+1.4%2.650%
5/4/2024Gould Asset Management LLC CA11,550$595K0.1%-11.4%0.118%
4/30/2024Marathon Strategic Advisors LLC6,281$323K0.4%-8.6%0.064%
4/23/2024Arbor Investment Advisors LLC55,648$2.87M0.4%+56.9%0.547%
2/9/2024Cambridge Investment Research Advisors Inc.27,306$1.40M0.0%-4.1%0.177%
2/9/2024InterOcean Capital Group LLC45,090$2.31M0.1%-13.1%0.291%
2/2/2024Gould Asset Management LLC CA13,030$666K0.2%+5.2%0.084%
1/29/2024Arbor Investment Advisors LLC35,463$1.81M0.3%+56.6%0.229%
1/23/2024TIAA Trust National Association255,451$13.07M0.0%+34.4%1.651%
10/27/2023TIAA Trust National Association190,124$9.52M0.0%N/A1.229%
10/24/2023Arbor Investment Advisors LLC22,651$1.14M0.2%+3.3%0.146%
10/24/2023Gould Asset Management LLC CA12,390$621K0.2%-24.2%0.080%
10/24/2023Cambridge Investment Research Advisors Inc.28,486$1.43M0.0%-29.8%0.184%
8/9/2023Flow Traders U.S. LLC59,624$3.00M0.1%N/A0.385%
8/7/2023Gould Asset Management LLC CA16,340$822K0.2%-3.7%0.106%
7/31/2023TIAA FSB199,378$10.03M0.0%-5.3%1.289%
7/13/2023Cambridge Investment Research Advisors Inc.40,574$2.04M0.0%-5.5%0.220%
5/11/2023Cambridge Investment Research Advisors Inc.42,936$2.19M0.0%-37.6%0.228%
5/10/2023Arkos Global Advisors165,918$8.47M1.7%-11.9%0.882%
5/2/2023Gould Asset Management LLC CA16,975$866K0.2%+2.9%0.090%
4/21/2023Arbor Investment Advisors LLC21,990$1.12M0.2%-18.5%0.117%
4/19/2023TIAA FSB210,622$10.75M0.0%-58.4%1.119%
3/6/2023OLD Mission Capital LLC1,196$60K0.0%N/A0.005%
2/14/2023Arkos Global Advisors188,261$9.39M2.4%-17.5%0.853%
2/10/2023SVB Wealth LLC51,944$2.59M0.0%+9.5%0.235%
2/9/2023Sowell Financial Services LLC220,070$11.00M0.7%+106.9%0.997%
2/9/2023Gould Asset Management LLC CA16,490$822K0.2%N/A0.075%
2/8/2023Cambridge Investment Research Advisors Inc.68,793$3.43M0.0%-8.9%0.312%
2/6/2023Parallel Advisors LLC921$46K0.0%-50.8%0.004%
1/27/2023Arbor Investment Advisors LLC26,984$1.35M0.3%+43.5%0.122%
11/15/2022Sowell Financial Services LLC106,372$5.26M0.5%N/A0.411%
11/14/2022One Wealth Advisors LLC5,623$278K0.1%+8.7%0.021%
11/14/2022Arkos Global Advisors228,298$11.28M3.4%-5.6%0.858%
11/14/2022One Capital Management LLC314,096$15.52M0.9%-2.9%1.180%
11/9/2022SVB Wealth LLC47,450$2.35M0.0%N/A0.178%
11/3/2022Abbrea Capital LLC81,021$4.00M0.8%-7.8%0.308%
11/1/2022Allegheny Financial Group LTD158,479$7.83M3.7%+1.7%0.595%
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11/1/2022MAS Advisors LLC42,871$2.12M1.4%-4.5%0.161%
11/1/2022Arbor Investment Advisors LLC18,808$929K0.2%+19.6%0.071%
10/17/2022Cambridge Investment Research Advisors Inc.75,495$3.73M0.0%+21.7%0.276%
10/13/2022Bennicas & Associates Inc.194,140$9.59M6.1%-1.6%0.709%
10/11/2022TIAA FSB526,173$26.00M0.1%-6.4%1.919%
8/15/2022One Wealth Advisors LLC5,172$270K0.1%N/A0.018%
8/13/2022Flow Traders U.S. LLC12,509$654K0.0%N/A0.043%
8/12/2022Almanack Investment Partners LLC.153,071$8.00M0.8%+27.9%0.524%
8/9/2022TIAA FSB562,084$29.39M0.1%-7.0%1.924%
8/2/2022Abbrea Capital LLC87,832$4.59M0.8%-3.9%0.301%


STPZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were TIAA Trust National Association ($11.83M), Arbor Investment Advisors LLC ($5.22M), Ameriprise Financial Inc. ($3.39M), Captrust Financial Advisors ($2.39M), One Capital Management LLC ($2.09M), Kovitz Investment Group Partners LLC ($1.88M), and Summit Financial LLC ($1.15M).Learn more on PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund's institutional investors.

75.17% of PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund's stock is owned by institutional investors. Learn more on STPZ's institutional investor holdings.

Of the 14 institutional investors that purchased PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($281.73K), Flow Traders U.S. LLC ($48.68K), Kovitz Investment Group Partners LLC ($36.27K), Captrust Financial Advisors ($29.13K), Arbor Investment Advisors LLC ($20.41K), TD Private Client Wealth LLC ($14.66K), and KERR FINANCIAL PLANNING Corp ($4.69K).

Institutional investors have bought a total of 53,958 shares in the last 24 months. This purchase volume represents approximately $2.91M in transactions.

The following institutional investors have sold PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months: TIAA Trust National Association ($15.43K), Flow Traders U.S. LLC ($6.96K), One Capital Management LLC ($4.75K), Captrust Financial Advisors ($3.94K), Ameriprise Financial Inc. ($2.46K), KERR FINANCIAL PLANNING Corp ($1.59K), and Arbor Investment Advisors LLC ($547.00).

Institutional investors have sold a total of 35,860 shares in the last 24 months. This volume of shares sold represents approximately $1.93M in transactions.


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Institutional ownership data for NYSEARCA:STPZ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 7/7/2026. New 13F filings are added each quarter as they're published.
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