Who owns TIPZ?
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund · PIMCO
36 institutions reported holding TIPZ, worth $38.2M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of TIPZ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $8.2M | 156,967 | +11,700 shares |
| Bank of America Corp. | Charlotte, NC | $3.8M | 73,113 | +1,526 shares |
| Wells Fargo & Company | San Francisco, CA | $3.6M | 68,353 | +29,729 shares |
| WealthCare Investment Partners, LLC | Portsmouth, RI | $3.2M | 60,818 | +6,056 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $2.9M | 55,914 | −14,146 shares |
| One Capital Management, LLC | Westlake Village, CA | $2.4M | 44,568 | No change |
| Morgan Stanley | New York, NY | $2.3M | 43,523 | +13,150 shares |
| Apex Wealth Management, LLC | Bedford, NH | $2.0M | 39,158 | +487 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $1.7M | 32,736 | −12,194 shares |
| Fiduciary Trust Co | Boston, MA | $1.6M | 30,000 | +10,000 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns TIPZ?
36 institutional managers reported holding TIPZ in Form 13F filings for June 30, 2026, worth $38.2M in total. The largest reported position was held by LPL Financial LLC, at $8.2M.
Did institutions buy or sell TIPZ last quarter?
Reported 13F value fell 1.8% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 6 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is TIPZ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.