Who Owns PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STPZ)?Hedge Fund & Institutional Holders

$54.10-0.03 (-0.05%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+9 / -4

Price History

$52.19$52.76$53.33$53.91$54.48Aug 24Jun 25Mar 26

STPZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+45K+$28.0B
Eagle Strategies LLCNew Position+266K+$14.3B
D.A. DAVIDSON & CO.New Position+63K+$3.4B
GOLDMAN SACHS GROUP INCIncreased+59K+$2.7B
CITADEL ADVISORS LLCNew Position+37K+$2.0B
Focus Partners WealthIncreased+36K+$1.3B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+30K+$1.0B
ALESCO ADVISORS LLCNew Position+17K+$896.0M
JPMORGAN CHASE & COIncreased+25K+$893.0M
Ascent Group, LLCNew Position+16K+$884.0M
WCG Wealth Advisors LLCNew Position+11K+$611.0M
Gallagher Capital Advisors, LLCNew Position+14K+$596.0M
RAYMOND JAMES FINANCIAL INCIncreased+20K+$588.6M
Courage Miller Partners, LLCNew Position+10K+$541.0M
Lantern Wealth Advisors, LLCIncreased+10K+$539.7M

STPZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-29K-$12.5B
BANK OF NOVA SCOTIADecreased-85K-$5.5B
NewEdge Advisors, LLCDecreased-85K-$4.6B
Beacon Pointe Advisors, LLCDecreased-16K-$3.9B
IHT Wealth Management, LLCDecreased-49K-$3.1B
CAPTRUST FINANCIAL ADVISORSDecreased-4K-$2.6B
One Capital Management, LLCClosed Position-39K-$2.1B
Kovitz Investment Group Partners, LLCClosed Position-36K-$2.0B
Perennial Investment Advisors, LLCClosed Position-13K-$714.5M
Ausdal Financial Partners, Inc.Decreased-663-$657.3M
Allworth Financial LPDecreased-727-$562.4M
Destination Wealth ManagementDecreased-9K-$511.4M
Lutz Financial Services LLCDecreased-7K-$406.4M
KWB WealthClosed Position-7K-$391.0M
PNC FINANCIAL SERVICES GROUP, INC.Decreased-845-$334.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/456,559$24.0B0.00%Share
2Eagle Strategies LLC266,313$14.3B1.83%Share
3BANK OF NOVA SCOTIA274,896$14.0B0.02%Share
4GOLDMAN SACHS GROUP INC156,514$8.0B0.00%Share
5ROYAL BANK OF CANADA114,601$6.0B0.00%Share
6OSAIC HOLDINGS, INC.121,190$6.0B0.01%Share
7WELLS FARGO & COMPANY/MN118,388$6.0B0.00%Share
8WELLS FARGO & COMPANY/MN111,560$5.0B0.00%Share
9Lutz Financial Services LLC78,868$4.2B0.29%Share
10STIFEL FINANCIAL CORP89,326$4.0B0.00%Share
11D.A. DAVIDSON & CO.63,400$3.4B0.02%Share
12AMERIPRISE FINANCIAL INC64,130$3.0B0.00%Share
13IHT Wealth Management, LLC63,298$3.0B0.07%Share
14Focus Partners Wealth68,120$3.0B0.00%Share
15Lantern Wealth Advisors, LLC42,885$2.3B1.22%Share
16UBS Group AG41,412$2.2B0.00%Share
17BANK OF AMERICA CORP /DE/49,324$2.0B0.00%Share
18BANK OF AMERICA CORP /DE/44,962$2.0B0.00%Share
19CITADEL ADVISORS LLC37,319$2.0B0.00%Share
20Hudson Portfolio Management LLC34,211$1.8B1.58%Share
21Destination Wealth Management19,825$1.1B0.03%Share
22Rehmann Capital Advisory Group19,499$1.0B0.05%Share
23JPMORGAN CHASE & CO26,640$1.0B0.00%Share
24SUSQUEHANNA INTERNATIONAL GROUP, LLP27,607$1.0B0.00%Share
25RAYMOND JAMES FINANCIAL INC24,390$1.0B0.00%Share
26COMMONWEALTH EQUITY SERVICES, LLC30,280$1.0B0.00%Share
27ALESCO ADVISORS LLC16,710$896.0M0.02%Share
28Ascent Group, LLC16,477$884.0M0.03%Share
29Cherry Tree Wealth Management, LLC13,279$712.0M0.15%Share
30WCG Wealth Advisors LLC11,400$611.0M0.02%Share
31Gallagher Capital Advisors, LLC13,939$596.0M0.39%Share
32HMV Wealth Advisors, LLC10,655$571.0M0.29%Share
33Courage Miller Partners, LLC10,084$541.0M0.16%Share
34MONTAG A & ASSOCIATES INC9,385$505.0M0.02%Share
35JIM SAULNIER & ASSOCIATES, LLC8,622$462.0M0.24%Share
36Breakwater Investment Management8,219$441.0M0.16%Share
37Vertex Planning Partners, LLC8,225$441.0M0.10%Share
38Diversified Trust Co6,330$339.0M0.01%Share
39Evanson Asset Management, LLC6,306$338.0M0.02%Share
40Mezzasalma Advisors, LLC5,774$309.0M0.07%Share
41IRON Financial LLC5,498$295.0M0.14%Share
42Breakwater Capital Group5,289$283.0M0.04%Share
43Pines Wealth Management, LLC5,134$275.0M0.09%Share
44Marathon Strategic Advisors, LLC4,994$267.0M0.20%Share
45Aerodigm Wealth, LLC4,280$229.0M0.08%Share
46Midwest Trust Co4,100$220.0M0.00%Share
47COMERICA BANK2,513$134.0M0.00%Share
48Geneos Wealth Management Inc.1,685$90.0M0.00%Share
49MASECO LLP1,115$59.0M0.00%Share
50Dogwood Wealth Management LLC1,097$58.0M0.03%Share

STPZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025117$132.2B+35
Q3 202582$130.5B-26
Q2 2025108$169.8B-3
Q1 2025111$212.8B+12
Q4 202499$42.4T+15
Q3 202484$68.0T+3
Q2 202481$72.7T-2
Q1 202483$66.7T—

Similar Stocks by Institutional Ownership

1306.T

NEXT FUNDS TOPIX Exchange Traded Fund

152100.KS

PLUS 200

102780.KS

Kodex Samsung Group

1591.T

NEXT FUNDS JPX-Nikkei Index 400 Exchange Traded Fund

VOO

Vanguard S&P 500 ETF

OAKI

Oakmark International Large Cap ETF

BCTK

Baron Technology ETF

JPM

JPMorgan Chase & Co.

As of Q4 2025, 50 institutional investors hold STPZ (PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund). The largest holder is BANK OF AMERICA CORP /DE/ with $24.0B in shares. This quarter, 9 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own STPZ?

As of Q4 2025, 50 institutional investors report holding STPZ (PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund) in their 13F filings.

Who is the largest institutional holder of STPZ?

The largest institutional holder of STPZ is BANK OF AMERICA CORP /DE/ with $24.0B in shares.

Is institutional ownership of STPZ increasing or decreasing?

This quarter, 9 institutions opened new positions in STPZ and 4 closed their positions.