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PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (TIPZ) Institutional Ownership

$52.86 -0.11 (-0.21%)
As of 07/3/2025 05:00 PM Eastern

Institutional Ownership Changes (13F Filings) for PIMCO Broad U.S. TIPS Index Exchange-Traded Fund (NYSEARCA:TIPZ)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$5.76M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$171.92K
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TIPZ Institutional Buying and Selling by Quarter

PIMCO Broad U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025Jones Financial Companies Lllp14,280$713K0.0%+534.4%0.760%
4/29/2025Fairway Wealth LLC7,612$411K0.1%+13.4%0.416%
4/14/2025Farther Finance Advisors LLC4,773$256K0.0%+90.0%0.235%
3/14/2025Hara Capital LLC17,437$904K0.6%+272.6%0.838%
2/24/2025Ameriflex Group Inc.11,457$602K0.3%N/A0.579%
2/13/2025Wedbush Securities Inc.11,826$613K0.0%-9.0%0.613%
2/10/2025Farther Finance Advisors LLC2,512$130K0.0%-10.8%0.130%
2/7/2025Fairway Wealth LLC6,710$348K0.1%+22.1%0.348%
2/6/2025Jones Financial Companies Lllp2,251$117K0.0%+900.4%0.117%
11/14/2024Flow Traders U.S. LLC84,308$4.56M0.2%+233.0%4.368%
11/1/2024Fairway Wealth LLC5,497$297K0.1%+13.8%0.285%
10/29/2024Farther Finance Advisors LLC2,815$152K0.0%+3,463.3%0.146%
10/28/2024Creative Financial Designs Inc. ADV581$31K0.0%N/A0.030%
10/25/2024Fortitude Family Office LLC550$30K0.0%N/A0.028%
8/10/2024Fairway Wealth LLC4,830$254K0.1%+48.7%0.250%
8/7/2024Wedbush Securities Inc.11,826$622K0.0%-13.3%0.613%
8/9/2023Flow Traders U.S. LLC15,941$862K0.0%-52.5%0.699%
5/15/2023Flow Traders U.S. LLC33,581$1.87M0.1%-59.1%1.277%
3/6/2023OLD Mission Capital LLC822$44K0.0%N/A0.031%
2/10/2023Laffer Tengler Investments11,858$641K0.2%+147.2%0.451%
1/25/2023Mayflower Financial Advisors LLC15,193$821K0.1%N/A0.578%
1/19/2023Mayflower Financial Advisors LLC15,193$821K0.6%N/A0.557%
1/18/2023Litman Gregory Wealth Management LLC53,837$2.91M0.4%N/A1.972%
11/15/2022Flow Traders U.S. LLC91,980$4.89M0.3%N/A2.762%
11/10/2022Laffer Tengler Investments4,797$255K0.1%+27.9%0.144%
10/19/2022Empirical Asset Management LLC27,721$1.48M1.6%-5.2%0.820%
10/17/2022WealthCare Investment Partners LLC18,747$997K0.8%+15.5%0.531%
10/5/2022Savior LLC733$39K0.0%-26.9%0.018%
7/21/2022Savior LLC1,003$58K0.1%N/A0.018%
7/18/2022WealthCare Investment Partners LLC16,228$934K0.8%+86.8%0.293%
7/18/2022Empirical Asset Management LLC29,237$1.68M1.8%-1.4%0.529%
5/6/2022Empirical Asset Management LLC29,659$1.88M1.8%+20.4%0.918%
4/19/2022Wedbush Securities Inc.10,755$681K0.0%+21.4%0.296%
4/14/2022WealthCare Investment Partners LLC8,689$534K0.5%N/A0.239%
4/7/2022Fieldpoint Private Securities LLC1,800$114K0.0%+190.3%0.050%
2/16/2022Flow Traders U.S. LLC38,942$2.57M0.1%+39.9%0.910%
2/15/2022Laurel Wealth Advisors Inc.6,067$401K0.0%+62.3%0.142%
2/1/2022Ellis Investment Partners LLC448$29K0.0%N/A0.012%
1/13/2022Wedbush Securities Inc.8,861$585K0.0%+24.9%0.238%
1/12/2022IFP Advisors Inc10,888$719K0.0%+3.4%0.292%
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11/16/2021Laffer Tengler Investments1,710$112K0.0%+59.4%0.052%
11/15/2021Flow Traders U.S. LLC27,837$1.83M0.1%+67.5%0.849%
11/12/2021Fieldpoint Private Securities LLC620$41K0.0%N/A0.019%
8/24/2021Flow Traders U.S. LLC16,617$1.09M0.1%N/A0.598%
8/13/2021Steward Partners Investment Advisory LLC31,039$2.04M0.0%+348.7%1.117%
8/13/2021OLD Mission Capital LLC4,629$304K0.0%N/A0.167%
7/31/2021Wedbush Securities Inc.7,052$463K0.0%N/A0.254%
(Data available from 1/1/2016 forward)

TIPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of TIPZ shares?

During the previous two years, 9 institutional investors and hedge funds held shares of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were Flow Traders U.S. LLC ($4.56M), Hara Capital LLC ($904K), Jones Financial Companies Lllp ($713K), Wedbush Securities Inc. ($613K), Ameriflex Group Inc. ($602K), Fairway Wealth LLC ($411K), and Farther Finance Advisors LLC ($256K).Learn more on PIMCO Broad U.S. TIPS Index Exchange-Traded Fund's institutional investors.

Which institutional investors have been buying PIMCO Broad U.S. TIPS Index Exchange-Traded Fund's stock?

The following institutional investors have purchased PIMCO Broad U.S. TIPS Index Exchange-Traded Fund's stock in the last 24 months: Flow Traders U.S. LLC ($58.99K), Jones Financial Companies Lllp ($14.06K), Hara Capital LLC ($12.76K), Ameriflex Group Inc. ($11.46K), Farther Finance Advisors LLC ($5.00K), Fairway Wealth LLC ($4.36K), and Creative Financial Designs Inc. ADV ($581.00).

How much institutional buying is happening at PIMCO Broad U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have bought a total of 107,752 shares in the last 24 months. This purchase volume represents approximately $5.76M in transactions.

Which of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund's major shareholders have been selling company stock?

The following institutional investors have sold PIMCO Broad U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months: Wedbush Securities Inc. ($2.99K), and Farther Finance Advisors LLC ($303.00).

How much institutional selling is happening at PIMCO Broad U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have sold a total of 3,292 shares in the last 24 months. This volume of shares sold represents approximately $171.92K in transactions.



This page (NYSEARCA:TIPZ) was last updated on 7/5/2025 by MarketBeat.com Staff
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