PIMCO 1-5 YEAR US TIPS INDEX STPZ
$52.90
+0.2% 52w: $51.49 – $53.68
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data51.4952.5953.68
Jun 20, 2025 Jul 2, 2026
Institutional holders
116
-5 QoQ
13F value
$297.6M
+0.9% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns STPZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 646.9K | $35.0M | 0.0% | +17.4% |
| MORGAN STANLEY | Bank broker | 460.2K | $24.9M | 0.0% | -10.4% |
| Ameritas Advisory Services, LLC | Wealth advisor | 365.1K | $19.8M | 0.8% | 0.0% |
| BANK OF NOVA SCOTIA | Bank broker | 280.5K | $15.2M | 0.0% | +2.1% |
| Eagle Strategies LLC | Wealth advisor | 275.3K | $14.9M | 1.8% | +3.4% |
| Bleakley Financial Group, LLC | Wealth advisor | 254.7K | $13.8M | 0.2% | +0.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 246.4K | $13.3M | 0.0% | -1.6% |
| LPL Financial LLC | Bank broker | 217.6K | $11.8M | 0.0% | +7.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 175.1K | $9.5M | 0.0% | +11.8% |
| ROYAL BANK OF CANADA | Bank broker | 146.7K | $7.9M | 0.0% | +9.9% |
| Elevation Capital Advisory, LLC | Wealth advisor | 144.0K | $7.8M | 3.3% | New |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 134.6K | $7.3M | 0.1% | +5.2% |
| Kelman-Lazarov, Inc. | Wealth advisor | 130.4K | $7.1M | 1.0% | -3.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 123.9K | $6.7M | 0.0% | -4.6% |
| TIAA TRUST, NATIONAL ASSOCIATION | Wealth advisor | 117.9K | $6.4M | 0.4% | -46.5% |
| Arbor Investment Advisors, LLC | Wealth advisor | 96.4K | $5.2M | 0.7% | +2.0% |
| Optimus Capital Advisors, LLC | Wealth advisor | 95.4K | $5.2M | 3.1% | +11.4% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 91.5K | $4.9M | 0.0% | +2.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 80.4K | $4.3M | 0.0% | -8.7% |
| Lutz Financial Services LLC | Wealth advisor | 76.6K | $4.1M | 0.3% | -2.9% |
| D.A. DAVIDSON & CO. | Wealth advisor | 67.1K | $3.6M | 0.0% | +5.8% |
| Focus Partners Wealth | Wealth advisor | 66.9K | $3.6M | 0.0% | -1.9% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 66.7K | $3.6M | 0.0% | — |
| AMERIPRISE FINANCIAL INC | Bank broker | 63.8K | $3.5M | 0.0% | -0.4% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 63.0K | $3.4M | 0.0% | +11.6% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 62.0K | $3.4M | 0.0% | +39.1% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 53.2K | $2.9M | 0.0% | New |
| Lantern Wealth Advisors, LLC | Other | 43.5K | $2.4M | 1.2% | +1.5% |
| UBS Group AG | Bank broker | 42.8K | $2.3M | 0.0% | +3.3% |
| CITADEL ADVISORS LLC | Multistrat pod | 42.1K | $2.3M | 0.0% | +12.9% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 41.6K | $2.2M | 0.0% | +0.5% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 35.0K | $1.9M | 0.0% | -4.3% |
| Hudson Portfolio Management LLC | Other | 34.2K | $1.9M | 1.6% | +0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 29.9K | $1.6M | 0.0% | -1.2% |
| Belleair Asset Management, LLC | Wealth advisor | 28.0K | $1.5M | 1.4% | -10.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 27.2K | $1.5M | 0.0% | -2.7% |
| JPMORGAN CHASE & CO | Bank broker | 26.7K | $1.4M | 0.0% | 0.0% |
| Summit Financial, LLC | Wealth advisor | 24.5K | $1.3M | 0.0% | +22.0% |
| Destination Wealth Management | Wealth advisor | 21.5K | $1.2M | 0.0% | +8.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 21.2K | $1.1M | 0.0% | -23.3% |
| Essential Planning, LLC. | Wealth advisor | 19.7K | $1.1M | 0.3% | -5.2% |
| Rehmann Capital Advisory Group | Wealth advisor | 19.5K | $1.1M | 0.1% | Held |
| JANE STREET GROUP, LLC | Market maker | 17.5K | $949K | 0.0% | -81.1% |
| Tower Research Capital LLC (TRC) | Market maker | 17.5K | $944K | 0.0% | +79.1% |
| Creative Planning | Wealth advisor | 16.9K | $917K | 0.0% | -0.3% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 16.7K | $904K | 0.0% | Held |
| Ascent Group, LLC | Wealth advisor | 16.1K | $869K | 0.0% | -2.5% |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 15.5K | $840K | 0.0% | -14.8% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 14.4K | $780K | 0.0% | -11.9% |
| Cetera Investment Advisers | Wealth advisor | 14.3K | $772K | 0.0% | +81.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.