Who Owns STPZ?
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund — Institutional Ownership & 13F Holdings
$54.52
-0.04 (-0.08%)
Market Cap
$439.9M
Shares Outstanding
8,055,997
Institutional Holders
111
Total Inst. Value
$272.8M
% of Float Held
—
QoQ Holder Change
+30
Institutional data as of Q1 2025
New Positions
27
Closed Positions
15
Increased
26
Decreased
39
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $35.1M | 650,492 |
| 2 | BANK OF AMERICA CORP /DE/ | $28.1M | 519,672 |
| 3 | Ameritas Advisory Services, LLC | $26.3M | 486,238 |
| 4 | BANK OF NOVA SCOTIA | $25.6M | 473,650 |
| 5 | TIAA TRUST, NATIONAL ASSOCIATION | $15.0M | 277,986 |
| 6 | Bleakley Financial Group, LLC | $14.5M | 268,485 |
| 7 | WELLS FARGO & COMPANY/MN | $13.7M | 254,508 |
| 8 | ROYAL BANK OF CANADA | $11.1M | 205,213 |
| 9 | Kelman-Lazarov, Inc. | $7.4M | 136,869 |
| 10 | OSAIC HOLDINGS, INC. | $7.1M | 131,945 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| BANK OF NOVA SCOTIA | +231K | $25.6M |
| ROYAL BANK OF CANADA | +29K | $11.1M |
| OSAIC HOLDINGS, INC. | +34K | $7.1M |
| GeoWealth Management, LLC | +100K | $5.5M |
| Arbor Investment Advisors, LLC | +1K | $4.8M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| CWM, LLC | -350K | $654 |
| MORGAN STANLEY | -260K | $35.1M |
| TIAA TRUST, NATIONAL ASSOCIATION | -211K | $15.0M |
| CITADEL ADVISORS LLC | -59K | $3K |
| WELLS FARGO & COMPANY/MN | -53K | $13.7M |
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Frequently Asked Questions
How many institutional investors hold STPZ?
As of Q1 2025, 111 institutional investors report holding STPZ (PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund) in their 13F filings.
Which hedge fund owns the most STPZ?
The largest institutional holder of STPZ is MORGAN STANLEY with $35.1M in shares.
Are institutions buying or selling STPZ?
This quarter, 27 institutions opened new positions in STPZ and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.