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/ | 02/17/2026 | 550.85 K | $29.56 M | 9.00% | 6.88% |
| MORGAN STANLEY | 02/13/2026 | 513.37 K | $27.55 M | -11.02% | 6.41% |
| AMERITAS ADVISORY SERVICES, LLC | 02/04/2026 | 364.90 K | $19.58 M | 100.00% | 4.57% |
| BANK OF NOVA SCOTIA | 02/13/2026 | 274.90 K | $14.75 M | -23.54% | 3.43% |
| EAGLE STRATEGIES LLC | 01/23/2026 | 266.31 K | $14.29 M | 6.45% | 3.34% |
| BLEAKLEY FINANCIAL GROUP, LLC | 02/09/2026 | 254.52 K | $13.66 M | -2.26% | 3.17% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 250.53 K | $13.44 M | 0.01% | 3.13% |
| TIAA TRUST, NATIONAL ASSOCIATION | 02/11/2026 | 220.52 K | $11.83 M | -5.50% | 2.75% |
| LPL FINANCIAL LLC | 02/11/2026 | 202.59 K | $10.87 M | -12.34% | 2.53% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 156.51 K | $8.40 M | 60.27% | 1.96% |
| KELMAN-LAZAROV, INC. | 01/26/2026 | 135.06 K | $7.25 M | 1.72% | 1.69% |
| ROYAL BANK OF CANADA | 02/17/2026 | 133.51 K | $7.16 M | 1.08% | 1.67% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 129.95 K | $6.98 M | 0.30% | 1.62% |
| GREAT VALLEY ADVISOR GROUP, INC. | 02/12/2026 | 127.88 K | $6.86 M | 8.74% | 1.59% |
| ARBOR INVESTMENT ADVISORS, LLC | 01/23/2026 | 94.53 K | $5.07 M | 6.53% | 1.18% |
| JANE STREET GROUP, LLC | 02/12/2026 | 92.90 K | $4.98 M | 134.29% | 1.16% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 91.78 K | $4.93 M | 373.69% | 1.15% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 89.33 K | $4.79 M | 5.92% | 1.11% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 88.01 K | $4.72 M | 1.70% | 1.10% |
| LUTZ FINANCIAL SERVICES LLC | 02/06/2026 | 78.87 K | $4.23 M | -7.88% | 0.99% |
| COLONY GROUP, LLC | 02/13/2026 | 68.12 K | $3.66 M | 114.33% | 0.85% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 64.13 K | $3.44 M | 2.45% | 0.80% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 63.40 K | $3.40 M | 11.31% | 0.79% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 63.30 K | $3.40 M | -43.88% | 0.79% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 56.47 K | $3.03 M | -22.22% | 0.70% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 44.59 K | $2.39 M | -8.12% | 0.56% |
| LANTERN WEALTH ADVISORS, LLC | 02/17/2026 | 42.89 K | $2.30 M | 31.91% | 0.54% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 41.37 K | $2.22 M | 2.34% | 0.52% |
| UBS GROUP AG | 01/29/2026 | 41.41 K | $2.22 M | 2.07% | 0.52% |
| CITADEL ADVISORS LLC | 02/17/2026 | 37.32 K | $2.00 M | 100.00% | 0.47% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 36.58 K | $1.96 M | 0.64% | 0.46% |
| HUDSON PORTFOLIO MANAGEMENT LLC | 02/13/2026 | 34.21 K | $1.84 M | 7.97% | 0.43% |
| 01/30/2026 | 31.28 K | $1.68 M | 100.00% | 0.39% | |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 30.28 K | $1.62 M | 51.58% | 0.38% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 27.95 K | $1.50 M | 268.01% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 27.61 K | $1.48 M | 114.76% | 0.34% |
| JPMORGAN CHASE & CO | 02/11/2026 | 26.64 K | $1.43 M | 1,248.18% | 0.33% |
| MOTIV8 INVESTMENTS LLC | 02/13/2026 | 22.20 K | $1.19 M | 1.76% | 0.28% |
| ESSENTIAL PLANNING, LLC. | 01/15/2026 | 20.78 K | $1.11 M | -0.63% | 0.26% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 20.07 K | $1.08 M | -7.37% | 0.25% |
| MIRACLE MILE ADVISORS, LLC | 02/02/2026 | 19.82 K | $1.06 M | -18.42% | 0.25% |
| DESTINATION WEALTH MANAGEMENT | 02/13/2026 | 19.83 K | $1.06 M | -31.78% | 0.25% |
| REHMANN CAPITAL ADVISORY GROUP | 03/04/2026 | 19.50 K | $1.05 M | 0.00% | 0.24% |
| TD PRIVATE CLIENT WEALTH LLC | 02/05/2026 | 18.23 K | $978.17 K | 4.61% | 0.23% |
| FIDUCIARY TRUST CO | 02/13/2026 | 17.64 K | $946.46 K | 0.00% | 0.22% |
| CREATIVE PLANNING | 02/17/2026 | 16.99 K | $911.46 K | 100.00% | 0.21% |
| ALESCO ADVISORS LLC | 01/28/2026 | 16.71 K | $896.66 K | -0.02% | 0.21% |
| ASCENT GROUP, LLC | 01/20/2026 | 16.48 K | $884.16 K | 100.00% | 0.21% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 16.37 K | $878.41 K | 0.00% | 0.20% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 14.09 K | $756.30 K | 0.72% | 0.18% |
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PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 186 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:
Eagle Strategies LLC: 275,311
Bleakley Financial Group, LLC: 254,712
Kelman-Lazarov, Inc.: 130,364
Arbor Investment Advisors, LLC: 96,423
ENVESTNET ASSET MANAGEMENT INC: 80,384
Lutz Financial Services LLC: 76,584
67.80% 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 11.03 M shares in the last 24 months. This purchase volume represents approximately $598.22 M in transactions.