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 | 05/06/2026 | 145.27 K | $7.72 M | 5.99% | 8.94% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 71.59 K | $3.80 M | 3.45% | 4.40% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 70.06 K | $3.72 M | -0.91% | 4.31% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 04/09/2026 | 54.76 K | $2.90 M | 4.15% | 3.37% |
| ROYAL BANK OF CANADA | 05/15/2026 | 44.93 K | $2.39 M | -7.19% | 2.76% |
| ONE CAPITAL MANAGEMENT, LLC | 05/13/2026 | 44.57 K | $2.37 M | 12.35% | 2.74% |
| APEX WEALTH MANAGEMENT, LLC | 04/15/2026 | 38.67 K | $2.05 M | 100.00% | 2.38% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 38.62 K | $2.05 M | -4.27% | 2.38% |
| MORGAN STANLEY | 05/15/2026 | 30.37 K | $1.61 M | -12.90% | 1.87% |
| HARA CAPITAL LLC | 05/14/2026 | 23.34 K | $1.24 M | -5.26% | 1.44% |
| FIDUCIARY TRUST CO | 05/15/2026 | 20.00 K | $1.06 M | 42.86% | 1.23% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 18.39 K | $977.09 K | 0.00% | 1.13% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 17.64 K | $937.35 K | -4.00% | 1.09% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2026 | 17.43 K | $926.44 K | 100.00% | 1.07% |
| CITADEL ADVISORS LLC | 05/15/2026 | 13.52 K | $718.24 K | -68.77% | 0.83% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 11.42 K | $607.00 K | 17.66% | 0.70% |
| JANE STREET GROUP, LLC | 05/12/2026 | 10.36 K | $550.58 K | -42.77% | 0.64% |
| FAIRWAY WEALTH LLC | 04/23/2026 | 7.24 K | $384.57 K | 5.87% | 0.45% |
| SNOWDEN CAPITAL ADVISORS LLC | 05/15/2026 | 7.01 K | $372.62 K | 7.83% | 0.43% |
| JPMORGAN CHASE & CO | 05/13/2026 | 6.60 K | $350.62 K | -0.48% | 0.41% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 6.18 K | $328.29 K | -28.10% | 0.38% |
| MARINER, LLC | 05/13/2026 | 6.00 K | $318.84 K | 0.00% | 0.37% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 5.53 K | $291.70 K | 16.48% | 0.34% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 5.28 K | $280.59 K | -1.40% | 0.32% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 4.39 K | $232.70 K | 2.47% | 0.27% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 4.27 K | $227.23 K | -51.90% | 0.26% |
| STONEX GROUP INC. | 05/14/2026 | 4.07 K | $216.28 K | -2.16% | 0.25% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 3.94 K | $209.52 K | -19.48% | 0.24% |
| IFP ADVISORS, INC | 04/13/2026 | 3.17 K | $168.19 K | 22.06% | 0.19% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 04/13/2026 | 662 | $35.19 K | 0.30% | 0.04% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 528 | $28.06 K | 100.00% | 0.03% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 430 | $22.85 K | 100.00% | 0.03% |
| MCILRATH & ECK, LLC | 05/19/2026 | 229 | $12.17 K | 19.90% | 0.01% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 213 | $11.31 K | 100.00% | 0.01% |
| MAIN STREET GROUP, LTD | 05/06/2026 | 193 | $10.27 K | 100.00% | 0.01% |
| FRANKLIN RESOURCES INC | 05/13/2026 | 126 | $6.70 K | 0.00% | 0.01% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 22 | $1.17 K | 0.00% | 0.00% |
| FMR LLC | 05/15/2026 | 1 | $53 | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 0 | $0 | -100.00% | 0.00% |
| WBI INVESTMENTS, INC. | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| GTS SECURITIES LLC | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
| UBS GROUP AG | 05/05/2026 | 0 | $0 | -100.00% | 0.00% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 0 | $0 | -100.00% | 0.00% |
| CREATIVEONE WEALTH, LLC | 05/15/2026 | 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, 66 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: 145,267
BANK OF AMERICA CORP /DE/: 71,587
RAYMOND JAMES FINANCIAL INC: 70,060
WealthCare Investment Partners, LLC: 54,762
ROYAL BANK OF CANADA: 44,930
One Capital Management, LLC: 44,568
45.34% of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 879.66 K shares in the last 24 months. This purchase volume represents approximately $47.29 M in transactions.