TIPZPIMCO ETF TR
CUSIP 72201R403 · Yahoo Finance ↗ · Google Finance ↗
Pimco Etf Tr (TIPZ) has 37 institutional holders in Filings Flow’s 13F database, together reporting 736.2K shares worth $38M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Great Valley Advisor Group, Inc., and Bank Of America Corp /De/.
Institutional Holders
37
Q1 2026
Reported Value
$38M
Ticker
TIPZ
Quarters Tracked
9
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Apex Wealth Management, LLC$146M AUM | 1.41% | $2M | 38.7K | Q1 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.81% | $3M | 54.8K | Q1 2026 |
| Hara Capital LLC$200M AUM | 0.62% | $1M | 23.3K | Q1 2026 |
| WBI INVESTMENTS, LLC$362M AUM | 0.20% | $776,333 | 14.8K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.12% | $5M | 98.0K | Q2 2025OLDER |
| Fairway Wealth LLC$379M AUM | 0.10% | $384,574 | 7.2K | Q1 2026 |
| GTS SECURITIES LLC$2.8B AUM | 0.07% | $2M | 40.7K | Q4 2025OLDER |
| One Capital Management, LLC$3.6B AUM | 0.06% | $2M | 44.6K | Q1 2026 |
| GWN SECURITIES INC.$523M AUM | 0.06% | $302,384 | 5.7K | Q2 2025OLDER |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC$763M AUM | 0.04% | $296,269 | 5.5K | Q3 2025OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.02% | $926,443 | 17.4K | Q1 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $781,843 | 14.9K | Q4 2025OLDER |
| FIDUCIARY TRUST CO$8.5B AUM | 0.01% | $1M | 20.0K | Q1 2026 |
| StoneX Group Inc.$1.9B AUM | 0.01% | $216,280 | 4.1K | Q1 2026 |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $372,618 | 7.0K | Q1 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $937,350 | 17.6K | Q1 2026 |
| New Millennium Group LLC$231M AUM | 0.00% | $7,723 | 145 | Q2 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.00% | $215,644 | 4.0K | Q3 2025OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $168,188 | 3.2K | Q1 2026 |
| Main Street Group, LTD$340M AUM | 0.00% | $10,273 | 193 | Q1 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $50,279 | 960 | Q4 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $232,697 | 4.4K | Q1 2026 |
| AMERIFLEX GROUP, INC.$198M AUM | 0.00% | $4,079 | 77 | Q2 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $35,193 | 662 | Q1 2026 |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $28,057 | 528 | Q1 2026 |
| DAVENPORT & Co LLC$20.4B AUM | 0.00% | $385,017 | 7.2K | Q2 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $8M | 145.3K | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $11,306 | 213 | Q1 2026 |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $21,815 | 406 | Q3 2025OLDER |
| AVANTAX ADVISORY SERVICES, INC.$18.2B AUM | 0.00% | $248,772 | 4.7K | Q2 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $4M | 70.1K | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $280,464 | 5.4K | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $12,169 | 229 | Q1 2026 |
| Arax Advisory Partners$3.5B AUM | 0.00% | $22,850 | 430 | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $209,523 | 3.9K | Q1 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $30,857 | 589 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $2M | 44.9K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $2M | 38.6K | Q1 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $318,840 | 6.0K | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $328,292 | 6.2K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $227,225 | 4.3K | Q1 2026 |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $4M | 71.6K | Q1 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $16,764 | 312 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $112,834 | 2.1K | Q3 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $291,701 | 5.5K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $718,240 | 13.5K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $977,085 | 18.4K | Q1 2026 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 34.9K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $550,584 | 10.4K | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $20,000 | 375 | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $292,615 | 5.4K | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $350,617 | 6.6K | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,881 | 35 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $18,748 | 358 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $1,169 | 22 | Q1 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $6,696 | 126 | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $6,860 | 131 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $53 | 1 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.