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Pimco 1-5 Year US Tips Index (STPZ)

CUSIP: 72201R205 | NYSE | 554 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Walled Lake Planning & Wealth Management, LLC632,442
7.8% of portfolio›$32.8M
Eagle Strategies LLC312,745
1.6% of portfolio›$16.2M
D.A. Davidson & Co.122,945
0.0% of portfolio›$6.4M
Arbor Investment Advisors, LLC108,909
0.6% of portfolio›$5.6M
Commonwealth Equity Services, LLC55,001
0.0% of portfolio›$2.9M
Lantern Wealth Advisors, LLC51,774
1.2% of portfolio›$2.7M
Woodward Financial Advisors, Inc.44,954
0.9% of portfolio›$2.3M
Wealthcare Advisory Partners LLC43,025
0.0% of portfolio›$2.2M
Concurrent Investment Advisors, LLC42,491
0.0% of portfolio›$2.2M
Truist Financial Corp35,228
0.0% of portfolio›$1.8M
Atria Investments, Inc22,556
0.0% of portfolio›$1.2M
Belleair Asset Management, LLC22,137
1.0% of portfolio›$1.1M
TD Private Client Wealth LLC19,752
0.0% of portfolio›$1.0M
Essential Planning, Llc.17,387
0.2% of portfolio›$901.9K
Creative Planning15,141
0.0% of portfolio›$785.4K
Ascent Group, LLC14,211
0.0% of portfolio›$737.1K
Breakwater Capital Group13,358
0.1% of portfolio›$692.9K
Cherry Tree Wealth Management, LLC11,814
0.1% of portfolio›$612.8K
HMV Wealth Advisors, LLC10,655
0.2% of portfolio›$552.7K
Montag A & Associates Inc10,200
0.0% of portfolio›$529.1K
TSA Wealth Managment LLC10,117
0.1% of portfolio›$524.8K
Courage Miller Partners, LLC10,084
0.1% of portfolio›$523.1K
Mezzasalma Advisors, LLC8,968
0.1% of portfolio›$465.1K
Perigon Wealth Management, LLC8,478
0.0% of portfolio›$439.8K
Partners Wealth Management, LLC7,923
0.0% of portfolio›$411.0K
Kestra Advisory Services, LLC7,833
0.0% of portfolio›$406.3K
Breakwater Investment Management7,155
0.1% of portfolio›$371.1K
Aerodigm Wealth, LLC6,805
0.1% of portfolio›$353.0K
Evanson Financial, LLC6,306
0.0% of portfolio›$327.1K
Apollon Wealth Management, LLC5,243
0.0% of portfolio›$272.0K
Pines Wealth Management, LLC5,047
0.1% of portfolio›$261.8K
Robertson Stephens Wealth Management, LLC4,600
0.0% of portfolio›$238.6K
Canandaigua National Bank & Trust Co4,150
0.0% of portfolio›$215.3K
Western Reserve Capital Management, LLC4,118
0.2% of portfolio›$213.6K
Spire Wealth Management1,050
0.0% of portfolio›$54.5K
Pinnacle Wealth Planning Services, Inc.868
0.0% of portfolio›$45.0K
Atwood & Palmer Inc800
0.0% of portfolio›$41.5K
Maseco LLP793
0.0% of portfolio›$41.1K
Pinnacle Bancorp, Inc.380
0.0% of portfolio›$19.7K
Princeton Global Asset Management LLC312
0.0% of portfolio›$16.2K
Ascentis Independent Advisors296
0.0% of portfolio›$15.4K
Fiduciary Advisors, Inc.210
0.0% of portfolio›$10.9K
Private Trust Co NA118
0.0% of portfolio›$6.1K
StyleTurnoverLocationFiled
Walled Lake Planning & Wealth Management, LLC
632,442$32.8M7.8%ETFLowHighland Park, IL2026-10-29
Eagle Strategies LLC
312,745$16.2M1.6%ETFLowNew York, NY2026-10-16
D.A. Davidson & Co.
122,945$6.4M0.0%CoreLowGreat Falls, MT2026-10-28
Arbor Investment Advisors, LLC
108,909$5.6M0.6%ETFVery LowWinston Salem, NC2026-10-26
Commonwealth Equity Services, LLC
55,001$2.9M0.0%ETFLowWaltham, MA2026-11-02
Lantern Wealth Advisors, LLC
51,774$2.7M1.2%GrowthLowMelville, NY2026-10-22
Woodward Financial Advisors, Inc.
44,954$2.3M0.9%ETFVery LowChapel Hill, NC2026-10-19
Wealthcare Advisory Partners LLC
43,025$2.2M0.0%ETFLowWest Chester, PA2026-10-21
Concurrent Investment Advisors, LLC
42,491$2.2M0.0%GrowthMediumTampa, FL2026-10-16
Truist Financial Corp
35,228$1.8M0.0%CoreLowCharlotte, NC2026-10-30
Atria Investments, Inc
22,556$1.2M0.0%CoreMediumCharlotte, NC2026-10-15
Belleair Asset Management, LLC
22,137$1.1M1.0%ETFVery LowBelleair Bluffs, FL2026-11-03
TD Private Client Wealth LLC
19,752$1.0M0.0%ETFLowNew York, NY2026-10-28
Essential Planning, Llc.
17,387$901.9K0.2%ETFLowPortsmouth, NH2026-10-21
Creative Planning
15,141$785.4K0.0%IndexVery LowOverland Park, KS2026-11-02
Ascent Group, LLC
14,211$737.1K0.0%CoreLowVirginia Beach, VA2026-10-30
Breakwater Capital Group
13,358$692.9K0.1%ETFLowParamus, NJ2026-10-09
Cherry Tree Wealth Management, LLC
11,814$612.8K0.1%ETFVery LowMinnetonka, MN2026-10-15
HMV Wealth Advisors, LLC
10,655$552.7K0.2%ETFVery LowShreveport, LA2026-10-27
Montag A & Associates Inc
10,200$529.1K0.0%CoreLowAtlanta, GA2026-10-29
TSA Wealth Managment LLC
10,117$524.8K0.1%ETFMediumHouston, TX2026-10-22
Courage Miller Partners, LLC
10,084$523.1K0.1%ETFVery LowNorfolk, VA2026-10-21
Mezzasalma Advisors, LLC
8,968$465.1K0.1%GrowthLowTinton Falls, NJ2026-10-14
Perigon Wealth Management, LLC
8,478$439.8K0.0%GrowthLowSan Francisco, CA2026-10-22
Partners Wealth Management, LLC
7,923$411.0K0.0%CoreLowCarmel By The Sea, CA2026-10-28
Kestra Advisory Services, LLC
7,833$406.3K0.0%CoreLowAustin, TX2026-11-02
Breakwater Investment Management
7,155$371.1K0.1%ETFLowSeattle, WA2026-10-20
Aerodigm Wealth, LLC
6,805$353.0K0.1%ETFLowLake Oswego, OR2026-10-16
Evanson Financial, LLC
6,306$327.1K0.0%ETFN/AMclean, VA2026-10-23
Apollon Wealth Management, LLC
5,243$272.0K0.0%GrowthLowMount Pleasant, SC2026-10-23
Pines Wealth Management, LLC
5,047$261.8K0.1%GrowthLowSouthern Pines, NC2026-10-21
Robertson Stephens Wealth Management, LLC
4,600$238.6K0.0%ETFMediumSan Francisco, CA2026-10-16
Canandaigua National Bank & Trust Co
4,150$215.3K0.0%CoreVery LowCanandaigua, NY2026-10-07
Western Reserve Capital Management, LLC
4,118$213.6K0.2%ETFLowHudson, OH2026-10-14
Spire Wealth Management
1,050$54.5K0.0%GrowthMediumMclean, VA2026-10-30
Pinnacle Wealth Planning Services, Inc.
868$45.0K0.0%GARPLowMansfield, OH2026-10-27
Atwood & Palmer Inc
800$41.5K0.0%CoreVery LowKansas City, MO2026-10-08
Maseco LLP
793$41.1K0.0%ETFVery LowLondon, United Kingdom2026-10-27
Pinnacle Bancorp, Inc.
380$19.7K0.0%CoreVery LowBeatrice, NE2026-10-21
Princeton Global Asset Management LLC
312$16.2K0.0%GrowthLowPrinceton, NJ2026-10-21
Ascentis Independent Advisors
296$15.4K0.0%ETFLowDallas, TX2026-11-03
Fiduciary Advisors, Inc.
210$10.9K0.0%ETFLowSt. Louis, MO2026-10-16
Private Trust Co NA
118$6.1K0.0%CoreLowCleveland, OH2026-10-20