PIMCO Broad U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 08/07/2026 | 156.97 K | $8.21 M | 8.05% | 9.45% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 73.11 K | $3.83 M | 2.13% | 4.40% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 68.35 K | $3.58 M | 76.97% | 4.12% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 08/10/2026 | 60.82 K | $3.18 M | 11.06% | 3.66% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 55.91 K | $2.93 M | -20.19% | 3.37% |
| ONE CAPITAL MANAGEMENT, LLC | 08/13/2026 | 44.57 K | $2.37 M | 0.00% | 2.68% |
| MORGAN STANLEY | 08/13/2026 | 43.52 K | $2.28 M | 43.30% | 2.62% |
| APEX WEALTH MANAGEMENT, LLC | 08/11/2026 | 39.16 K | $2.05 M | 1.26% | 2.36% |
| ROYAL BANK OF CANADA | 08/14/2026 | 32.74 K | $1.71 M | -27.14% | 1.97% |
| FIDUCIARY TRUST CO | 08/13/2026 | 30.00 K | $1.57 M | 50.00% | 1.81% |
| HARA CAPITAL LLC | 08/11/2026 | 21.17 K | $1.11 M | -9.28% | 1.28% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 15.67 K | $819.79 K | -11.17% | 0.94% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 9.71 K | $508.00 K | -15.01% | 0.58% |
| JANE STREET GROUP, LLC | 08/14/2026 | 8.82 K | $461.69 K | -14.83% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 8.11 K | $424.40 K | 89.73% | 0.49% |
| FAIRWAY WEALTH LLC | 07/24/2026 | 7.49 K | $391.68 K | 3.44% | 0.45% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 7.18 K | $375.67 K | 2.40% | 0.43% |
| HRT FINANCIAL LP | 08/14/2026 | 6.91 K | $361.00 K | 100.00% | 0.42% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 6.11 K | $320.37 K | 10.49% | 0.37% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 5.32 K | $278.47 K | 100.00% | 0.32% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 5.28 K | $276.26 K | 0.00% | 0.32% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 5.02 K | $262.69 K | 27.34% | 0.30% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 4.45 K | $232.78 K | 1.27% | 0.27% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 4.18 K | $218.64 K | -32.36% | 0.25% |
| IFP ADVISORS, INC | 07/20/2026 | 3.17 K | $165.60 K | 0.00% | 0.19% |
| JPMORGAN CHASE & CO | 08/12/2026 | 2.43 K | $127.62 K | -63.21% | 0.15% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 790 | $41.35 K | 100.00% | 0.05% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 07/28/2026 | 678 | $35.48 K | 2.42% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 594 | $31.10 K | 100.00% | 0.04% |
| GOLDEN STATE EQUITY PARTNERS | 08/04/2026 | 467 | $24.43 K | -11.55% | 0.03% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 218 | $11.40 K | 2.35% | 0.01% |
| MAIN STREET GROUP, LTD | 07/13/2026 | 193 | $10.12 K | 0.00% | 0.01% |
| FRANKLIN RESOURCES INC | 08/13/2026 | 126 | $6.59 K | 0.00% | 0.01% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/12/2026 | 78 | $4.08 K | 100.00% | 0.00% |
| COMPASS FINANCIAL MANAGEMENT LLC | 08/12/2026 | 21 | $1.10 K | 100.00% | 0.00% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 18 | $942 | -18.18% | 0.00% |
| FMR LLC | 08/13/2026 | 1 | $52 | 0.00% | 0.00% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| STONEX GROUP INC. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| MARINER, LLC | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 09/02/2026 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
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PIMCO Broad U.S. TIPS Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 65 institutional investors and hedge funds held shares of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were:
LPL Financial LLC: 156,967
BANK OF AMERICA CORP /DE/: 73,113
WELLS FARGO & COMPANY/MN: 68,353
WealthCare Investment Partners, LLC: 60,818
RAYMOND JAMES FINANCIAL INC: 55,914
One Capital Management, LLC: 44,568
43.92% of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 871.62 K shares in the last 24 months. This purchase volume represents approximately $46.86 M in transactions.