Vault-13

PIMCO ETF TR TIPZ

BROAD US TIPS · ETP · CUSIP 72201R403

36 institutional holders -2 vs Q1 2026
728,553728.6k shares reported held*
$38.2mreported value*
3 new 15 added 10 reduced 6 sold out net sold ≈ $463.6k (-8.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $52.37.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 59Q4 22: 55Q1 23: 51Q2 23: 50Q3 23: 50Q4 23: 50Q1 24: 46Q2 24: 51Q3 24: 55Q4 24: 54Q1 25: 50Q2 25: 46Q3 25: 44Q4 25: 39Q1 26: 38Q2 26: 3636Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202259
Q4 202255
Q1 202351
Q2 202350
Q3 202350
Q4 202350
Q1 202446
Q2 202451
Q3 202455
Q4 202454
Q1 202550
Q2 202546
Q3 202544
Q4 202539
Q1 202638
Q2 202636

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 31 bought or addedQ3 24: 19 cut or sold outQ4 24: 26 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 28 bought or addedQ1 25: 20 cut or sold outQ2 25: 17 bought or addedQ2 25: 30 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 24 cut or sold outQ4 25: 19 bought or addedQ4 25: 25 cut or sold outQ4 25Q1 26: 19 bought or addedQ1 26: 20 cut or sold outQ2 26: 18 bought or addedQ2 26: 16 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20243119
Q4 20242623
Q1 20252820
Q2 20251730
Q3 20252124
Q4 20251925
Q1 20261920
Q2 20261816

Biggest buyers

WELLS FARGO & COMPANY/MN Added +29,729+29.7k
MORGAN STANLEY Added +13,150+13.2k
LPL Financial LLC Added +11,700+11.7k
Fiduciary Trust Co Added +10,000+10.0k
HRT FINANCIAL LP New +6,909+6.9k
WealthCare Investment Partners, LLC Added +6,056+6.1k
Stratos Wealth Partners, LTD. New +5,322+5.3k
OSAIC HOLDINGS, INC. Added +3,835+3.8k
BANK OF AMERICA CORP /DE/ Added +1,526+1.5k
MML INVESTORS SERVICES, LLC Added +1,078+1.1k

Biggest sellers

GOLDMAN SACHS GROUP INC Sold out -18,387-18.4k
Tower Research Capital LLC (TRC) Sold out -17,434-17.4k
RAYMOND JAMES FINANCIAL INC Reduced -14,146-14.1k
CITADEL ADVISORS LLC Sold out -13,516-13.5k
ROYAL BANK OF CANADA Reduced -12,194-12.2k
Mariner, LLC Sold out -6,000-6.0k
JPMORGAN CHASE & CO Reduced -4,174-4.2k
StoneX Group Inc. Sold out -4,070-4.1k
Hara Capital LLC Reduced -2,167-2.2k
Cetera Investment Advisers Reduced -1,999-2.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 156,967157.0k $8.2m $8.2m 0.00% Added +11.7k +11,700
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 73,11373.1k $3.8m $3.8m 0.00% Added +1.5k +1,526
3 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 68,35368.4k $3.6m $3.6m 0.00% Added +29.7k +29,729
4 WealthCare Investment Partners, LLC 0.77% of their portfolio PORTSMOUTH, RI 60,81860.8k $3.2m $3.2m 0.77% Added +6.1k +6,056
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 55,91455.9k $2.9m $2.9m 0.00% Reduced -14.1k -14,146
6 One Capital Management, LLC 0.07% of their portfolio WESTLAKE VILLAGE, CA 44,56844.6k $2.4m $2.4m 0.07% Unchanged
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 43,52343.5k $2.3m $2.3m 0.00% Added +13.2k +13,150
8 Apex Wealth Management, LLC 1.25% of their portfolio BEDFORD, NH 39,15839.2k $2.0m $2.0m 1.25% Added +487 +487
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 32,73632.7k $1.7m $1.7m 0.00% Reduced -12.2k -12,194
10 Fiduciary Trust Co 0.02% of their portfolio Boston, MA 30,00030.0k $1.6m $1.6m 0.02% Added +10.0k +10,000
11 Hara Capital LLC 0.58% of their portfolio BELLEVUE, WA 21,17421.2k $1.1m $1.1m 0.58% Reduced -2.2k -2,167
12 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 15,66815.7k $819.8k $819.8k 0.00% Reduced -2.0k -1,971
13 WEDBUSH SECURITIES INC 0.01% of their portfolio PASADENA, CA 9,7069.7k $508.0k $508.0k 0.01% Reduced -1.7k -1,714
14 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,8248.8k $461.7k $461.7k 0.00% Reduced -1.5k -1,537
15 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,1098.1k $424.4k $424.4k 0.00% Added +3.8k +3,835
16 Fairway Wealth LLC 0.09% of their portfolio INDEPENDENCE, OH 7,4867.5k $391.7k $391.7k 0.09% Added +249 +249
17 Snowden Capital Advisors LLC 0.01% of their portfolio New York, NY 7,1807.2k $375.7k $375.7k 0.01% Added +168 +168
18 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 6,9096.9k $361.0k $361.0k 0.00% New
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 6,1086.1k $320.4k $320.4k 0.00% Added +580 +580
20 Stratos Wealth Partners, LTD. 0.00% of their portfolio BEACHWOOD, OH 5,3225.3k $278.5k $278.5k 0.00% New
21 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,2805.3k $276.3k $276.3k 0.00% Unchanged
22 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 5,0215.0k $262.7k $262.7k 0.00% Added +1.1k +1,078
23 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,4494.4k $232.8k $232.8k 0.00% Added +56 +56
24 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 4,1794.2k $218.6k $218.6k 0.00% Reduced -2.0k -1,999
25 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 3,1653.2k $165.6k $165.6k 0.00% Unchanged
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 2,4292.4k $127.6k $127.6k 0.00% Reduced -4.2k -4,174
27 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 678678 $35.5k $35.5k 0.00% Added +16 +16
28 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 594594 $31.1k $31.1k 0.00% First filing
29 Ascentis Independent Advisors 0.07% of their portfolio DALLAS, TX 467467 $24.4k $24.4k 0.07% Reduced -61 -61
30 Founders Financial Alliance, LLC 0.00% of their portfolio RALEIGH, NC 218218 $11.4k $11.4k 0.00% Added +5 +5
31 Main Street Group, LTD 0.00% of their portfolio GLEN ALLEN, VA 193193 $10.1k $10.1k 0.00% Unchanged
32 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 126126 $6.6k $6.6k 0.00% Unchanged
33 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 7878 $4.1k $4.1k 0.00% New
34 COMPASS FINANCIAL MANAGEMENT LLC 0.00% of their portfolio TAMPA, FL 2121 $1.1k $1.1k 0.00% First filing
35 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1818 $942 $942 0.00% Reduced -4 -4
36 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $52 $52 0.00% Unchanged