Free Trial

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (STPZ) Institutional Ownership

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund logo
$53.66 +0.12 (+0.22%)
As of 04/17/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (NYSEARCA:STPZ)

Number of
Institutional Buyers
(last 12 months)
10
Total
Institutional Inflows
(last 12 months)
$20.72M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$3.29M
Get STPZ Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

STPZ Institutional Buying and Selling by Quarter

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025 Farther Finance Advisors LLC948$51K0.0%N/A0.012%
2/24/2025Ameriflex Group Inc.3,646$193K0.1%N/A0.045%
2/17/2025Captrust Financial Advisors22,048$1.15M0.0%-30.4%0.233%
2/17/2025Ameriprise Financial Inc.72,249$3.78M0.0%-8.0%0.763%
2/14/2025Arkos Global Advisors4,822$252K0.0%-41.0%0.051%
2/14/2025Kovitz Investment Group Partners LLC36,032$1.88M0.0%-0.7%0.380%
2/12/2025Summit Financial LLC22,045$1.15M0.0%+2.8%0.233%
2/12/2025JPMorgan Chase & Co.3,389$177K0.0%-30.5%0.036%
2/11/2025TIAA Trust National Association488,640$25.56M0.1%+136.2%5.160%
2/6/2025Jones Financial Companies Lllp2,937$154K0.0%+397.0%0.031%
2/4/2025Arbor Investment Advisors LLC86,799$4.54M0.6%+5.7%0.917%
12/26/2024JPMorgan Chase & Co.4,876$258K0.0%-83.2%0.051%
11/18/2024TD Private Client Wealth LLC6,270$331K0.0%+68.7%0.066%
11/15/2024Kovitz Investment Group Partners LLC36,274$1.92M0.0%N/A0.383%
11/14/2024Flow Traders U.S. LLC22,342$1.18M0.1%N/A0.236%
11/14/2024Captrust Financial Advisors31,683$1.67M0.0%-0.8%0.335%
10/24/2024Arbor Investment Advisors LLC82,087$4.34M0.6%+7.2%0.867%
10/8/2024 Parkside Advisors LLC10,383$548K0.1%-30.9%0.110%
10/7/2024Marathon Strategic Advisors LLC5,499$290K0.3%-7.9%0.058%
8/1/2024TIAA Trust National Association266,495$13.76M0.0%+2.9%2.814%
7/11/2024Canandaigua National Bank & Trust Co.4,150$214K0.0%N/A0.044%
7/8/2024Marathon Strategic Advisors LLC5,970$308K0.4%-5.0%0.063%
5/17/2024Comerica Bank1,700$88K0.0%-85.5%0.017%
5/10/2024TIAA Trust National Association258,941$13.34M0.0%+1.4%2.650%
5/4/2024Gould Asset Management LLC CA11,550$595K0.1%-11.4%0.118%
4/30/2024Marathon Strategic Advisors LLC6,281$323K0.4%-8.6%0.064%
4/23/2024Arbor Investment Advisors LLC55,648$2.87M0.4%+56.9%0.547%
2/9/2024Cambridge Investment Research Advisors Inc.27,306$1.40M0.0%-4.1%0.177%
2/9/2024InterOcean Capital Group LLC45,090$2.31M0.1%-13.1%0.291%
2/2/2024Gould Asset Management LLC CA13,030$666K0.2%+5.2%0.084%
1/29/2024Arbor Investment Advisors LLC35,463$1.81M0.3%+56.6%0.229%
1/23/2024TIAA Trust National Association255,451$13.07M0.0%+34.4%1.651%
10/27/2023TIAA Trust National Association190,124$9.52M0.0%N/A1.229%
10/24/2023Arbor Investment Advisors LLC22,651$1.14M0.2%+3.3%0.146%
10/24/2023Gould Asset Management LLC CA12,390$621K0.2%-24.2%0.080%
10/24/2023Cambridge Investment Research Advisors Inc.28,486$1.43M0.0%-29.8%0.184%
8/9/2023Flow Traders U.S. LLC59,624$3.00M0.1%N/A0.385%
8/7/2023Gould Asset Management LLC CA16,340$822K0.2%-3.7%0.106%
7/31/2023TIAA FSB199,378$10.03M0.0%-5.3%1.289%
7/13/2023Cambridge Investment Research Advisors Inc.40,574$2.04M0.0%-5.5%0.220%
🥾⛏️👷‍♂️ What I Learned From Numerous Mine Visits... (Ad)

Twenty years ago, I made a decision that changed my life. Instead of sitting behind a desk analyzing mining stocks like most gold analyst CFAs, I decided to visit every significant gold mine I could. 10+ site visits later, I've confirmed my theory... That the most profitable mines share three specific characteristics. When you find all three together, the returns can be staggering.

Go here to learn about my Top Four picks for the coming bull mania.
5/11/2023Cambridge Investment Research Advisors Inc.42,936$2.19M0.0%-37.6%0.228%
5/10/2023Arkos Global Advisors165,918$8.47M1.7%-11.9%0.882%
5/2/2023Gould Asset Management LLC CA16,975$866K0.2%+2.9%0.090%
4/21/2023Arbor Investment Advisors LLC21,990$1.12M0.2%-18.5%0.117%
4/19/2023TIAA FSB210,622$10.75M0.0%-58.4%1.119%
3/6/2023OLD Mission Capital LLC1,196$60K0.0%N/A0.005%
2/14/2023Arkos Global Advisors188,261$9.39M2.4%-17.5%0.853%
2/10/2023SVB Wealth LLC51,944$2.59M0.0%+9.5%0.235%
2/9/2023Sowell Financial Services LLC220,070$11.00M0.7%+106.9%0.997%
2/9/2023Gould Asset Management LLC CA16,490$822K0.2%N/A0.075%
2/8/2023Cambridge Investment Research Advisors Inc.68,793$3.43M0.0%-8.9%0.312%
2/6/2023 Parallel Advisors LLC921$46K0.0%-50.8%0.004%
1/27/2023Arbor Investment Advisors LLC26,984$1.35M0.3%+43.5%0.122%
11/15/2022Sowell Financial Services LLC106,372$5.26M0.5%N/A0.411%
11/14/2022One Wealth Advisors LLC5,623$278K0.1%+8.7%0.021%
11/14/2022Arkos Global Advisors228,298$11.28M3.4%-5.6%0.858%
11/14/2022One Capital Management LLC314,096$15.52M0.9%-2.9%1.180%
11/9/2022SVB Wealth LLC47,450$2.35M0.0%N/A0.178%
11/3/2022Abbrea Capital LLC81,021$4.00M0.8%-7.8%0.308%
11/1/2022Allegheny Financial Group LTD158,479$7.83M3.7%+1.7%0.595%
11/1/2022MAS Advisors LLC42,871$2.12M1.4%-4.5%0.161%
11/1/2022Arbor Investment Advisors LLC18,808$929K0.2%+19.6%0.071%
10/17/2022Cambridge Investment Research Advisors Inc.75,495$3.73M0.0%+21.7%0.276%
10/13/2022Bennicas & Associates Inc.194,140$9.59M6.1%-1.6%0.709%
10/11/2022TIAA FSB526,173$26.00M0.1%-6.4%1.919%
8/15/2022One Wealth Advisors LLC5,172$270K0.1%N/A0.018%
8/13/2022Flow Traders U.S. LLC12,509$654K0.0%N/A0.043%
8/12/2022Almanack Investment Partners LLC.153,071$8.00M0.8%+27.9%0.524%
8/9/2022TIAA FSB562,084$29.39M0.1%-7.0%1.924%
8/2/2022Abbrea Capital LLC87,832$4.59M0.8%-3.9%0.301%
7/29/2022 Patriot Financial Group Insurance Agency LLC6,388$334K0.1%+467.3%0.022%
7/28/2022Arbor Investment Advisors LLC15,731$823K0.2%-9.6%0.054%
7/15/2022Mayflower Financial Advisors LLC5,630$294K0.0%N/A0.019%
7/13/2022Cambridge Investment Research Advisors Inc.62,036$3.24M0.0%-59.9%0.206%
7/12/2022Transcend Capital Advisors LLC4,216$220K0.0%N/A0.014%
5/16/2022MTC Wealth Management LLC93,236$5.08M1.7%+4.9%0.328%
5/12/2022Archetype Wealth Partners210,894$11.49M3.0%+1,476.7%0.742%
5/12/2022Clear Perspectives Financial Planning LLC257,576$14.03M5.3%-16.7%0.911%
5/12/2022Cambridge Investment Research Advisors Inc.154,520$8.42M0.0%+342.0%0.547%
5/11/2022Abbrea Capital LLC91,367$4.98M0.7%+0.4%0.323%
5/11/2022Allegheny Financial Group LTD146,951$8.01M3.4%+12.0%0.520%
5/11/2022 Patriot Financial Group Insurance Agency LLC1,126$61K0.0%-84.5%0.004%
5/10/2022Tcwp LLC9,414$512K0.1%N/A0.033%
5/10/2022First Horizon Advisors Inc.1,196$65K0.0%N/A0.004%
4/21/2022Arbor Investment Advisors LLC17,398$948K0.2%+6.2%0.064%
4/15/2022Bennicas & Associates Inc.197,445$10.76M5.4%-0.4%0.727%
4/13/2022TIAA FSB604,265$32.41M0.1%-8.0%2.224%
2/14/2022One Wealth Advisors LLC5,620$310K0.1%N/A0.022%
2/10/2022OLD Mission Capital LLC3,666$202K0.0%-91.0%0.014%
2/9/2022Allegheny Financial Group LTD131,243$7.24M2.7%+139.9%0.505%
🥾⛏️👷‍♂️ What I Learned From Numerous Mine Visits... (Ad)

Twenty years ago, I made a decision that changed my life. Instead of sitting behind a desk analyzing mining stocks like most gold analyst CFAs, I decided to visit every significant gold mine I could. 10+ site visits later, I've confirmed my theory... That the most profitable mines share three specific characteristics. When you find all three together, the returns can be staggering.

Go here to learn about my Top Four picks for the coming bull mania.
2/9/2022MAS Advisors LLC40,056$2.21M1.6%N/A0.154%
2/9/2022Clear Perspectives Financial Planning LLC309,113$17.06M6.9%+10.1%1.190%
2/4/2022Abbrea Capital LLC90,992$5.04M0.7%+41.9%0.349%
2/3/2022Cambridge Investment Research Advisors Inc.34,957$1.93M0.0%+13.1%0.134%
2/2/2022Sigma Planning Corp94,049$5.19M0.1%+11.3%0.361%
2/1/2022TIAA FSB657,067$35.99M0.1%+0.5%2.520%
1/31/2022One Capital Management LLC5,045$278K0.0%N/A0.019%
1/25/2022Private Ocean LLC1,000$55K0.0%N/A0.004%
1/21/2022Arbor Investment Advisors LLC16,383$904K0.2%+68.2%0.063%
1/20/2022 Parallel Advisors LLC921$51K0.0%-50.0%0.003%
(Data available from 1/1/2016 forward)

STPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of STPZ shares?

During the previous two years, 21 institutional investors and hedge funds held shares of PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were TIAA Trust National Association ($25.56M), TIAA FSB ($10.03M), Arbor Investment Advisors LLC ($4.54M), Ameriprise Financial Inc. ($3.78M), InterOcean Capital Group LLC ($2.31M), Kovitz Investment Group Partners LLC ($1.88M), and Cambridge Investment Research Advisors Inc. ($1.40M).Learn more on STPZ's institutional investors.

Which institutional investors have been buying PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock?

Of the 11 institutional investors that purchased PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($548.22K), Flow Traders U.S. LLC ($81.97K), Arbor Investment Advisors LLC ($43.95K), Kovitz Investment Group Partners LLC ($36.27K), Canandaigua National Bank & Trust Co. ($4.15K), Ameriflex Group Inc. ($3.65K), and TD Private Client Wealth LLC ($2.55K).

How much institutional buying is happening at PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have bought a total of 725,784 shares in the last 24 months. This purchase volume represents approximately $37.34M in transactions.

Which PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund major shareholders have been selling company stock?

Of the 13 institutional investors that sold PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA FSB ($306.73K), Cambridge Investment Research Advisors Inc. ($41.49K), Arkos Global Advisors ($25.69K), JPMorgan Chase & Co. ($25.64K), Comerica Bank ($10K), Captrust Financial Advisors ($9.90K), and InterOcean Capital Group LLC ($6.80K).

How much institutional selling is happening at PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have sold a total of 449,794 shares in the last 24 months. This volume of shares sold represents approximately $23.02M in transactions.



This page (NYSEARCA:STPZ) was last updated on 4/18/2025 by MarketBeat.com Staff
From Our Partners