PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 646.92 K | $35.00 M | 17.44% | 7.97% |
| MORGAN STANLEY | 05/15/2026 | 460.16 K | $24.90 M | -10.36% | 5.67% |
| AMERITAS ADVISORY SERVICES, LLC | 05/12/2026 | 365.08 K | $19.75 M | 0.05% | 4.50% |
| BANK OF NOVA SCOTIA | 05/14/2026 | 280.54 K | $15.19 M | 2.05% | 3.46% |
| EAGLE STRATEGIES LLC | 04/20/2026 | 275.31 K | $14.90 M | 3.38% | 3.41% |
| BLEAKLEY FINANCIAL GROUP, LLC | 05/04/2026 | 254.71 K | $13.78 M | 0.08% | 3.14% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 246.43 K | $13.33 M | -1.64% | 3.04% |
| LPL FINANCIAL LLC | 05/06/2026 | 217.62 K | $11.77 M | 7.42% | 2.68% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 175.05 K | $9.47 M | 11.84% | 2.16% |
| ROYAL BANK OF CANADA | 05/15/2026 | 146.75 K | $7.94 M | 9.92% | 1.81% |
| ELEVATION CAPITAL ADVISORY, LLC | 05/08/2026 | 143.98 K | $7.79 M | 100.00% | 1.77% |
| GREAT VALLEY ADVISOR GROUP, INC. | 05/11/2026 | 134.56 K | $7.28 M | 5.23% | 1.66% |
| KELMAN-LAZAROV, INC. | 04/27/2026 | 130.36 K | $7.05 M | -3.48% | 1.61% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 123.91 K | $6.72 M | -4.64% | 1.53% |
| TIAA TRUST, NATIONAL ASSOCIATION | 05/12/2026 | 117.90 K | $6.38 M | -46.54% | 1.45% |
| ARBOR INVESTMENT ADVISORS, LLC | 04/28/2026 | 96.42 K | $5.22 M | 2.00% | 1.19% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 91.47 K | $4.95 M | 2.40% | 1.13% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 80.38 K | $4.35 M | -8.67% | 0.99% |
| LUTZ FINANCIAL SERVICES LLC | 05/04/2026 | 76.58 K | $4.14 M | -2.90% | 0.94% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 67.08 K | $3.63 M | 5.81% | 0.83% |
| COLONY GROUP, LLC | 05/15/2026 | 66.85 K | $3.62 M | -1.86% | 0.82% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 05/12/2026 | 66.69 K | $3.61 M | 100.00% | 0.82% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 63.85 K | $3.45 M | -0.44% | 0.79% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 62.99 K | $3.41 M | 11.56% | 0.78% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 62.03 K | $3.36 M | 39.11% | 0.76% |
| BUCKINGHAM STRATEGIC PARTNERS | 05/13/2026 | 53.25 K | $2.88 M | 100.00% | 0.66% |
| LANTERN WEALTH ADVISORS, LLC | 05/13/2026 | 43.54 K | $2.36 M | 1.52% | 0.54% |
| UBS GROUP AG | 05/05/2026 | 42.77 K | $2.31 M | 3.27% | 0.53% |
| CITADEL ADVISORS LLC | 05/15/2026 | 42.12 K | $2.28 M | 12.85% | 0.52% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 41.58 K | $2.25 M | 0.51% | 0.51% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 35.02 K | $1.89 M | -4.26% | 0.43% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 05/14/2026 | 34.25 K | $1.85 M | 0.11% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 29.93 K | $1.62 M | -1.17% | 0.37% |
| 04/15/2026 | 28.00 K | $1.51 M | -10.49% | 0.35% | |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 27.19 K | $1.47 M | -2.72% | 0.34% |
| JPMORGAN CHASE & CO | 05/13/2026 | 26.65 K | $1.44 M | 0.04% | 0.33% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 24.49 K | $1.33 M | 22.02% | 0.30% |
| DESTINATION WEALTH MANAGEMENT | 05/15/2026 | 21.55 K | $1.17 M | 8.69% | 0.27% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 21.17 K | $1.15 M | -23.31% | 0.26% |
| ESSENTIAL PLANNING, LLC. | 04/23/2026 | 19.70 K | $1.07 M | -5.19% | 0.24% |
| REHMANN CAPITAL ADVISORY GROUP | 05/15/2026 | 19.50 K | $1.06 M | 0.00% | 0.24% |
| JANE STREET GROUP, LLC | 05/12/2026 | 17.54 K | $949.19 K | -81.12% | 0.22% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 17.46 K | $944.49 K | 79.11% | 0.22% |
| CREATIVE PLANNING | 05/12/2026 | 16.94 K | $916.61 K | -0.26% | 0.21% |
| ALESCO ADVISORS LLC | 05/13/2026 | 16.71 K | $904.12 K | 0.00% | 0.21% |
| ASCENT GROUP, LLC | 05/15/2026 | 16.06 K | $869.01 K | -2.52% | 0.20% |
| TD PRIVATE CLIENT WEALTH LLC | 04/27/2026 | 15.53 K | $840.33 K | -14.80% | 0.19% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 14.43 K | $780.49 K | -11.88% | 0.18% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 14.27 K | $772.20 K | 81.72% | 0.18% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 14.15 K | $765.81 K | 0.43% | 0.17% |
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PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 179 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:
BANK OF AMERICA CORP /DE/: 646,919
MORGAN STANLEY: 460,160
Ameritas Advisory Services, LLC: 365,080
BANK OF NOVA SCOTIA: 280,542
Eagle Strategies LLC: 275,311
Bleakley Financial Group, LLC: 254,712
66.61% of PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 10.99 M shares in the last 24 months. This purchase volume represents approximately $596.04 M in transactions.