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 | 02/11/2026 | 137.05 K | $7.18 M | 153.45% | 7.97% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 70.71 K | $3.70 M | 0.08% | 4.11% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 69.20 K | $3.62 M | -65.11% | 4.04% |
| WEALTHCARE INVESTMENT PARTNERS, LLC | 01/06/2026 | 52.58 K | $2.78 M | 11.67% | 2.96% |
| ROYAL BANK OF CANADA | 02/17/2026 | 48.41 K | $2.54 M | 15.46% | 2.83% |
| CITADEL ADVISORS LLC | 02/17/2026 | 43.28 K | $2.27 M | -2.32% | 2.53% |
| GTS SECURITIES LLC | 02/13/2026 | 40.68 K | $2.13 M | 100.00% | 2.37% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 40.35 K | $2.11 M | 7.71% | 2.35% |
| ONE CAPITAL MANAGEMENT, LLC | 02/10/2026 | 39.67 K | $2.08 M | -48.97% | 2.31% |
| MORGAN STANLEY | 02/13/2026 | 34.87 K | $1.83 M | 2.04% | 2.04% |
| HARA CAPITAL LLC | 01/15/2026 | 24.64 K | $1.30 M | -15.44% | 1.39% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 18.39 K | $962.93 K | -0.01% | 1.07% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 18.37 K | $962.26 K | -8.02% | 1.07% |
| JANE STREET GROUP, LLC | 02/12/2026 | 18.11 K | $948.16 K | 241.80% | 1.06% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 14.93 K | $781.84 K | 5.71% | 0.87% |
| WBI INVESTMENTS, INC. | 02/13/2026 | 14.82 K | $776.33 K | 20.34% | 0.87% |
| FIDUCIARY TRUST CO | 02/13/2026 | 14.00 K | $733.18 K | 100.00% | 0.82% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 9.71 K | $508.00 K | -14.36% | 0.56% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 8.89 K | $465.54 K | -0.21% | 0.52% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 8.59 K | $450.02 K | -50.52% | 0.50% |
| FAIRWAY WEALTH LLC | 01/28/2026 | 6.84 K | $358.00 K | 8.58% | 0.38% |
| JPMORGAN CHASE & CO | 02/11/2026 | 6.64 K | $347.48 K | 20.26% | 0.38% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 6.50 K | $341.86 K | 6.47% | 0.38% |
| MARINER, LLC | 02/13/2026 | 6.00 K | $314.22 K | 0.00% | 0.35% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 5.36 K | $280.46 K | -14.54% | 0.31% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 4.90 K | $256.46 K | -7.62% | 0.28% |
| JONES FINANCIAL COMPANIES LLLP | 02/17/2026 | 4.75 K | $248.55 K | 62.48% | 0.28% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 4.29 K | $224.51 K | -9.29% | 0.25% |
| STONEX GROUP INC. | 02/12/2026 | 4.16 K | $218.69 K | -17.25% | 0.24% |
| IFP ADVISORS, INC | 02/06/2026 | 2.59 K | $135.80 K | 5.11% | 0.15% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 960 | $50.28 K | 100.00% | 0.05% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 02/06/2026 | 660 | $34.55 K | 8.91% | 0.04% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 589 | $30.86 K | -17.97% | 0.03% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 358 | $18.75 K | 100.00% | 0.02% |
| MCILRATH & ECK, LLC | 02/03/2026 | 191 | $10.00 K | 0.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 131 | $6.86 K | 100.00% | 0.01% |
| FRANKLIN RESOURCES INC | 02/11/2026 | 126 | $6.60 K | 0.00% | 0.01% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 22 | $1.15 K | 0.00% | 0.00% |
| FMR LLC | 02/17/2026 | 1 | $52 | 0.00% | 0.00% |
| PRINCIPAL SECURITIES, INC. | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 0 | $0 | -100.00% | 0.00% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 0 | $0 | -100.00% | 0.00% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 0 | $0 | -100.00% | 0.00% |
| RONALD BLUE TRUST, INC. | 01/16/2026 | 0 | $0 | -100.00% | 0.00% |
| MAIN STREET GROUP, LTD | 01/26/2026 | 0 | $0 | -100.00% | 0.00% |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 02/10/2026 | 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, 70 institutional investors and hedge funds held shares of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were:
WealthCare Investment Partners, LLC: 54,762
Apex Wealth Management, LLC: 38,671
WEDBUSH SECURITIES INC: 11,420
Fairway Wealth LLC: 7,237
Farther Finance Advisors, LLC: 4,393
MML INVESTORS SERVICES, LLC: 3,943
45.66% of PIMCO Broad U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 966.86 K shares in the last 24 months. This purchase volume represents approximately $51.98 M in transactions.