Pimco Broad US Tips Index (TIPZ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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LPL Financial LLC

INCREASED

Shares174,388 from 156,967

Change+17,421 (+11%)

Value$8.6M (+$431.6K)

Filed 2026-11-06

WealthCare Investment Partners, LLC

INCREASED

Shares65,177 from 60,818

Change+4,359 (+7%)

Value$3.2M (+$48.8K)

Filed 2026-11-05

Hara Capital LLC

INCREASED

Shares21,719 from 21,174

Change+545 (+3%)

Value$1.1M (-$31.2K)

Filed 2026-10-30

FAI Advisors, Inc.

INCREASED

Shares13,038 from 11,424

Change+1,614 (+14%)

Value$646.3K (+$48.6K)

Filed 2026-10-27

Farther Finance Advisors, LLC

INCREASED

Shares10,009 from 4,449

Change+5,560 (+125%)

Value$496.1K (+$263.4K)

Filed 2026-10-08

Wedbush Securities Inc

UNCHANGED

Shares9,706 from 9,706

Change0 (0%)

Value$481 (-$507.5K)

Filed 2026-10-22

Fairway Wealth LLC

INCREASED

Shares8,590 from 7,486

Change+1,104 (+15%)

Value$425.8K (+$34.1K)

Filed 2026-10-30

Hoxton Planning & Management, LLC

NEW

Shares6,678

Change+6,678

Value$331.0K

Filed 2026-10-15

IFP Advisors, Inc

INCREASED

Shares3,276 from 3,165

Change+111 (+4%)

Value$162.4K (-$3.2K)

Filed 2026-10-16

Ascentis Independent Advisors

UNCHANGED

Shares467 from 467

Change0 (0%)

Value$23.1K (-$1.3K)

Filed 2026-11-03

Main Street Group, LTD

UNCHANGED

Shares193 from 193

Change0 (0%)

Value$9.6K (-$532)

Filed 2026-10-28

Compass Financial Management LLC

UNCHANGED

Shares21 from 21

Change0 (0%)

Value$1.0K (-$58)

Filed 2026-10-30

Apex Wealth Management, LLC

CLOSED

Shares0 from 39,158

Change-39,158 (-100%)

Value$0 (-$2.0M)

Filed 2026-10-20

Creative Financial Designs Inc

CLOSED

Shares0 from 678

Change-678 (-100%)

Value$0 (-$35.5K)

Filed 2026-11-04

Bank of America Corp

N/A

Shares— from 73,113

Change-73,113 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 68,353

Change-68,353 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 55,914

Change-55,914 (-100%)

Value—

One Capital Management, LLC

N/A

Shares— from 44,568

Change-44,568 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 43,523

Change-43,523 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 32,736

Change-32,736 (-100%)

Value—

Fiduciary Trust Co

N/A

Shares— from 30,000

Change-30,000 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 15,668

Change-15,668 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 8,824

Change-8,824 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,109

Change-8,109 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 7,180

Change-7,180 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 6,909

Change-6,909 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 6,108

Change-6,108 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 5,322

Change-5,322 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,280

Change-5,280 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 5,021

Change-5,021 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 4,179

Change-4,179 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 2,429

Change-2,429 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 594

Change-594 (-100%)

Value—

Founders Financial Alliance, LLC

N/A

Shares— from 218

Change-218 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 126

Change-126 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 18

Change-18 (-100%)

Value—

FMR LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
LPL Financial LLC	INCREASED	174,388	156,967	+17,421	+11%	$8.2M	$8.6M	+$431.6K	2026-11-06
WealthCare Investment Partners, LLC	INCREASED	65,177	60,818	+4,359	+7%	$3.2M	$3.2M	+$48.8K	2026-11-05
Hara Capital LLC	INCREASED	21,719	21,174	+545	+3%	$1.1M	$1.1M	-$31.2K	2026-10-30
FAI Advisors, Inc.	INCREASED	13,038	11,424	+1,614	+14%	$597.7K	$646.3K	+$48.6K	2026-10-27
Farther Finance Advisors, LLC	INCREASED	10,009	4,449	+5,560	+125%	$232.8K	$496.1K	+$263.4K	2026-10-08
Wedbush Securities Inc	UNCHANGED	9,706	9,706	0	0%	$508.0K	$481	-$507.5K	2026-10-22
Fairway Wealth LLC	INCREASED	8,590	7,486	+1,104	+15%	$391.7K	$425.8K	+$34.1K	2026-10-30
Hoxton Planning & Management, LLC	NEW	6,678	—	+6,678	—	—	$331.0K	—	2026-10-15
IFP Advisors, Inc	INCREASED	3,276	3,165	+111	+4%	$165.6K	$162.4K	-$3.2K	2026-10-16
Ascentis Independent Advisors	UNCHANGED	467	467	0	0%	$24.4K	$23.1K	-$1.3K	2026-11-03
Main Street Group, LTD	UNCHANGED	193	193	0	0%	$10.1K	$9.6K	-$532	2026-10-28
Compass Financial Management LLC	UNCHANGED	21	21	0	0%	$1.1K	$1.0K	-$58	2026-10-30
Apex Wealth Management, LLC	CLOSED	0	39,158	-39,158	-100%	$2.0M	$0	-$2.0M	2026-10-20
Creative Financial Designs Inc	CLOSED	0	678	-678	-100%	$35.5K	$0	-$35.5K	2026-11-04
Bank of America Corp	N/A	—	73,113	-73,113	-100%	$3.8M	—	—	—
Wells Fargo & Company	N/A	—	68,353	-68,353	-100%	$3.6M	—	—	—
Raymond James Financial Inc	N/A	—	55,914	-55,914	-100%	$2.9M	—	—	—
One Capital Management, LLC	N/A	—	44,568	-44,568	-100%	$2.4M	—	—	—
Morgan Stanley	N/A	—	43,523	-43,523	-100%	$2.3M	—	—	—
Royal Bank of Canada	N/A	—	32,736	-32,736	-100%	$1.7M	—	—	—
Fiduciary Trust Co	N/A	—	30,000	-30,000	-100%	$1.6M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	15,668	-15,668	-100%	$819.8K	—	—	—
Jane Street Group, LLC	N/A	—	8,824	-8,824	-100%	$461.7K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,109	-8,109	-100%	$424.4K	—	—	—
Snowden Capital Advisors LLC	N/A	—	7,180	-7,180	-100%	$375.7K	—	—	—
HRT Financial LP	N/A	—	6,909	-6,909	-100%	$361.0K	—	—	—
Jones Financial Companies Lllp	N/A	—	6,108	-6,108	-100%	$320.4K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	5,322	-5,322	-100%	$278.5K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,280	-5,280	-100%	$276.3K	—	—	—
MML Investors Services, LLC	N/A	—	5,021	-5,021	-100%	$262.7K	—	—	—
Cetera Investment Advisers	N/A	—	4,179	-4,179	-100%	$218.6K	—	—	—
JPMorgan Chase & Co	N/A	—	2,429	-2,429	-100%	$127.6K	—	—	—
Global Retirement Partners, LLC	N/A	—	594	-594	-100%	$31.1K	—	—	—
Founders Financial Alliance, LLC	N/A	—	218	-218	-100%	$11.4K	—	—	—
Franklin Resources Inc	N/A	—	126	-126	-100%	$6.6K	—	—	—
AE Wealth Management LLC	N/A	—	18	-18	-100%	$942	—	—	—
FMR LLC	N/A	—	1	-1	-100%	$52	—	—	—

Showing 37 of 37 institutions