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/ | 08/14/2026 | 999.71 K | $53.32 M | 54.53% | 10.05% |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 07/20/2026 | 605.91 K | $32.32 M | 100.00% | 6.09% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 562.33 K | $29.99 M | 54.03% | 5.65% |
| BANK OF NOVA SCOTIA | 08/12/2026 | 512.31 K | $27.56 M | 82.61% | 5.15% |
| MORGAN STANLEY | 08/13/2026 | 497.96 K | $26.56 M | 8.21% | 5.01% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 301.14 K | $16.06 M | 100.00% | 3.03% |
| EAGLE STRATEGIES LLC | 07/21/2026 | 289.38 K | $15.44 M | 5.11% | 2.91% |
| LPL FINANCIAL LLC | 08/07/2026 | 260.84 K | $13.91 M | 19.86% | 2.62% |
| BLEAKLEY FINANCIAL GROUP, LLC | 08/05/2026 | 255.17 K | $13.61 M | 0.18% | 2.57% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 217.20 K | $11.59 M | -11.86% | 2.18% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 181.29 K | $9.67 M | 3.56% | 1.82% |
| GREAT VALLEY ADVISOR GROUP, INC. | 08/10/2026 | 155.68 K | $8.30 M | 15.69% | 1.57% |
| ROYAL BANK OF CANADA | 08/14/2026 | 149.19 K | $7.96 M | 1.67% | 1.50% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 144.47 K | $7.72 M | 16.59% | 1.45% |
| KELMAN-LAZAROV, INC. | 08/10/2026 | 131.41 K | $7.01 M | 0.80% | 1.32% |
| TIAA TRUST, NATIONAL ASSOCIATION | 08/10/2026 | 119.83 K | $6.39 M | 1.64% | 1.20% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 115.74 K | $6.17 M | 72.53% | 1.16% |
| ARBOR INVESTMENT ADVISORS, LLC | 07/24/2026 | 105.32 K | $5.62 M | 9.23% | 1.06% |
| OPTIMUS CAPITAL ADVISORS, LLC | 07/16/2026 | 96.66 K | $5.16 M | 1.36% | 0.97% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 83.55 K | $4.46 M | 3.93% | 0.84% |
| COLONY GROUP, LLC | 08/12/2026 | 83.07 K | $4.43 M | 24.26% | 0.84% |
| CITADEL ADVISORS LLC | 09/02/2026 | 80.41 K | $4.29 M | 90.93% | 0.81% |
| LUTZ FINANCIAL SERVICES LLC | 08/05/2026 | 76.58 K | $4.08 M | 0.00% | 0.77% |
| JANE STREET GROUP, LLC | 08/14/2026 | 66.22 K | $3.53 M | 277.47% | 0.67% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 64.20 K | $3.42 M | -29.82% | 0.65% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 59.90 K | $3.19 M | -4.91% | 0.60% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 08/10/2026 | 58.03 K | $3.10 M | -12.98% | 0.58% |
| BUCKINGHAM STRATEGIC PARTNERS | 08/06/2026 | 52.46 K | $2.80 M | -1.47% | 0.53% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 51.18 K | $2.73 M | -19.84% | 0.51% |
| LANTERN WEALTH ADVISORS, LLC | 07/28/2026 | 50.66 K | $2.70 M | 16.37% | 0.51% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 48.45 K | $2.58 M | -21.90% | 0.49% |
| WOODWARD FINANCIAL ADVISORS, INC. | 08/14/2026 | 47.24 K | $2.52 M | 100.00% | 0.48% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 46.28 K | $2.47 M | 54.64% | 0.47% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 44.38 K | $2.37 M | 100.00% | 0.45% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 42.20 K | $2.25 M | 1.50% | 0.42% |
| UBS GROUP AG | 08/13/2026 | 42.14 K | $2.25 M | -1.46% | 0.42% |
| DESTINATION WEALTH MANAGEMENT | 08/14/2026 | 37.58 K | $2.00 M | 74.38% | 0.38% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 08/12/2026 | 33.10 K | $1.77 M | -3.36% | 0.33% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 32.69 K | $1.74 M | -6.67% | 0.33% |
| BELLEAIR ASSET MANAGEMENT, LLC | 07/15/2026 | 27.26 K | $1.45 M | -2.64% | 0.27% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 24.87 K | $1.33 M | 1.55% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 21.21 K | $1.13 M | -22.00% | 0.21% |
| REHMANN CAPITAL ADVISORY GROUP | 08/20/2026 | 19.50 K | $1.04 M | 0.00% | 0.20% |
| ESSENTIAL PLANNING, LLC. | 08/03/2026 | 18.75 K | $1.00 M | -4.82% | 0.19% |
| CREATIVE PLANNING | 08/13/2026 | 18.74 K | $999.31 K | 10.59% | 0.19% |
| PERENNIAL INVESTMENT ADVISORS, LLC | 08/14/2026 | 18.20 K | $970.91 K | 100.00% | 0.18% |
| TD PRIVATE CLIENT WEALTH LLC | 08/04/2026 | 17.64 K | $941.02 K | 13.59% | 0.18% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 17.46 K | $931.12 K | 23.33% | 0.18% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 16.94 K | $903.71 K | 18.72% | 0.17% |
| ALESCO ADVISORS LLC | 08/05/2026 | 16.71 K | $891.31 K | 0.00% | 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, 191 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/: 999,708
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC: 605,911
Ameritas Advisory Services, LLC: 562,327
BANK OF NOVA SCOTIA: 512,308
MORGAN STANLEY: 497,960
IHT Wealth Management, LLC: 301,135
73.84% 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 12.98 M shares in the last 24 months. This purchase volume represents approximately $704.09 M in transactions.