PIMCO BROAD US TIPS INDEX (TIPZ) Institutional Ownership Changes & 13F Activity
PIMCO BROAD US TIPS INDEX (TIPZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Goldman Sachs Group Inc, Tower Research Capital Llc (Trc), Raymond James Financial Inc, and Morgan Stanley.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +29,729 | +77.0% | 68,353 | $3.58M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -14,146 | -20.2% | 55,914 | $2.93M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -12,194 | -27.1% | 32,736 | $1.71M | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Buy | +6,909 | — | 6,909 | $361.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +3,835 | +89.7% | 8,109 | $424.40K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Sell | -1,537 | -14.8% | 8,824 | $461.69K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +1,526 | +2.1% | 73,113 | $3.83M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +580 | +10.5% | 6,108 | $320.37K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +13,150 | +43.3% | 43,523 | $2.28M | Q2 2026 | Aug 13, 2026 |
| Fiduciary Trust Co | Buy | +10,000 | +50.0% | 30,000 | $1.57M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -1,971 | -11.2% | 15,668 | $819.79K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Buy | +168 | +2.4% | 7,180 | $375.67K | Q2 2026 | Aug 13, 2026 |
| Newedge Advisors, Llc | Buy | +5,280 | — | 5,280 | $276.26K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +2,429 | — | 2,429 | $127.62K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Sell | -1,999 | -32.4% | 4,179 | $218.64K | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, Ltd. | Buy | +5,322 | — | 5,322 | $278.47K | Q2 2026 | Aug 11, 2026 |
| Hara Capital Llc | Sell | -2,167 | -9.3% | 21,174 | $1.11M | Q2 2026 | Aug 11, 2026 |
| Apex Wealth Management, Llc | Buy | +487 | +1.3% | 39,158 | $2.05M | Q2 2026 | Aug 11, 2026 |
| Wealthcare Investment Partners, Llc | Buy | +6,056 | +11.1% | 60,818 | $3.18M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +11,700 | +8.1% | 156,967 | $8.21M | Q2 2026 | Aug 07, 2026 |
| Mml Investors Services, Llc | Buy | +1,078 | +27.3% | 5,021 | $262.69K | Q2 2026 | Aug 07, 2026 |
| Ascentis Independent Advisors | Sell | -61 | -11.6% | 467 | $24.43K | Q2 2026 | Aug 04, 2026 |
| Founders Financial Alliance, Llc | Buy | +5 | +2.3% | 218 | $11.40K | Q2 2026 | Aug 04, 2026 |
| Wedbush Securities Inc | Sell | -1,714 | -15.0% | 9,706 | $508.00K | Q2 2026 | Jul 28, 2026 |
| Creative Financial Designs Inc | Buy | +16 | +2.4% | 678 | $35.48K | Q2 2026 | Jul 28, 2026 |
| Fairway Wealth Llc | Buy | +249 | +3.4% | 7,486 | $391.68K | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, Llc | Buy | +56 | +1.3% | 4,449 | $232.78K | Q2 2026 | Jul 17, 2026 |
| Mcilrath & Eck, Llc | Sell | -229 | -100.0% | 0 | $0.00 | Q2 2026 | May 19, 2026 |
| Goldman Sachs Group Inc | Sell | -18,387 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Sell | -17,434 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about TIPZ activity
Which institutional owners are buying TIPZ?
Institutional owners buying TIPZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in TIPZ activity?
"Buy" means an investor increased their reported position in TIPZ compared to the prior reporting period. This reflects growing exposure to PIMCO BROAD US TIPS INDEX (TIPZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in TIPZ increasing?
Institutional interest in TIPZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.