PIMCO 1-5 YEAR US TIPS INDEX (STPZ) Institutional Shareholders
PIMCO 1-5 YEAR US TIPS INDEX (STPZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $326.49M in STPZ holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of STPZ tracked by InsiderSet, reporting ownership valued at approximately $35.00M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $34.23M, representing an estimated loss of -2.19% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed STPZ value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Walled Lake Planning & Wealth Management, Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in PIMCO 1-5 YEAR US TIPS INDEX (STPZ).
This page ranks the largest institutional STPZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
111
Total Reported Value
$326.49M
Largest Holder
Bank Of America Corp
Largest Position
$35.00M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
132
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.00% | 646,919 | $35,002,217 | $34,234,501 | -$767,716 | -2.19% | |
| Walled Lake Planning & Wealth Management, Llc | 8.16% | 605,911 | $32,319,237 | $32,064,386 | -$254,851 | -0.79% | |
| Morgan Stanley | 0.00% | 460,160 | $24,897,742 | $24,351,345 | -$546,397 | -2.19% | |
| Ameritas Advisory Services, Llc | 0.77% | 365,080 | $19,753,228 | $19,319,778 | -$433,450 | -2.19% | |
| Eagle Strategies Llc | 1.53% | 289,382 | $15,435,625 | $15,313,893 | -$121,732 | -0.79% | |
| Bank Of Nova Scotia | 0.03% | 280,542 | $15,185,086 | $14,846,086 | -$339,000 | -2.23% | |
| Bleakley Financial Group, Llc | 0.22% | 254,712 | $13,781,586 | $13,479,181 | -$302,405 | -2.19% | |
| Wells Fargo & Company/Mn | 0.00% | 246,427 | $13,333,319 | $13,040,744 | -$292,575 | -2.19% | |
| Lpl Financial Llc | 0.00% | 217,622 | $11,774,759 | $11,516,404 | -$258,355 | -2.19% | |
| Goldman Sachs Group Inc | 0.00% | 175,053 | $9,471,523 | $9,263,682 | -$207,841 | -2.19% | |
| Royal Bank Of Canada | 0.00% | 146,747 | $7,940,000 | $7,765,749 | -$174,251 | -2.19% | |
| Great Valley Advisor Group, Inc. | 0.13% | 134,563 | $7,280,647 | $7,120,980 | -$159,667 | -2.19% | |
| Kelman-Lazarov, Inc. | 1.01% | 130,364 | $7,053,554 | $6,898,772 | -$154,782 | -2.19% | |
| Osaic Holdings, Inc. | 0.01% | 123,912 | $6,715,769 | $6,557,336 | -$158,433 | -2.36% | |
| Tiaa Trust, National Association | 0.39% | 117,895 | $6,378,898 | $6,238,921 | -$139,977 | -2.19% | |
| D.A. Davidson & Co. | 0.03% | 115,738 | $6,173,482 | $6,124,774 | -$48,708 | -0.79% | |
| Arbor Investment Advisors, Llc | 0.64% | 105,322 | $5,617,854 | $5,573,567 | -$44,287 | -0.79% | |
| Optimus Capital Advisors, Llc | 2.77% | 96,664 | $5,156,029 | $5,115,391 | -$40,638 | -0.79% | |
| Stifel Financial Corp | 0.00% | 91,469 | $4,949,054 | $4,840,475 | -$108,579 | -2.19% | |
| Envestnet Asset Management Inc | 0.00% | 80,384 | $4,349,324 | $4,253,865 | -$95,459 | -2.19% | |
| Lutz Financial Services Llc | 0.28% | 76,584 | $4,143,700 | $4,052,772 | -$90,928 | -2.19% | |
| Focus Partners Wealth | 0.00% | 66,851 | $3,617,114 | $3,537,708 | -$79,406 | -2.20% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.01% | 66,687 | $3,608,207 | $3,529,029 | -$79,178 | -2.19% | |
| Ameriprise Financial Inc | 0.00% | 63,845 | $3,454,406 | $3,378,633 | -$75,773 | -2.19% | |
| Beacon Pointe Advisors, Llc | 0.02% | 62,993 | $3,408,338 | $3,333,545 | -$74,793 | -2.19% | |
| Captrust Financial Advisors | 0.01% | 62,032 | $3,356,341 | $3,282,690 | -$73,651 | -2.19% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 53,245 | $2,880,906 | $2,817,688 | -$63,218 | -2.19% | |
| Lantern Wealth Advisors, Llc | 1.24% | 50,663 | $2,702,359 | $2,681,050 | -$21,309 | -0.79% | |
| Commonwealth Equity Services, Llc | 0.00% | 46,280 | $2,468,590 | $2,449,105 | -$19,485 | -0.79% | |
| Atria Investments, Inc | 0.02% | 44,382 | $2,367,331 | $2,348,664 | -$18,667 | -0.79% | |
| Ubs Group Ag | 0.00% | 42,768 | $2,314,048 | $2,263,253 | -$50,795 | -2.20% | |
| Citadel Advisors Llc | 0.00% | 42,116 | $2,278,754 | $2,228,749 | -$50,005 | -2.19% | |
| Concurrent Investment Advisors, Llc | 0.02% | 42,203 | $2,251,096 | $2,233,353 | -$17,743 | -0.79% | |
| Hudson Portfolio Management Llc | 1.56% | 34,248 | $1,853,043 | $1,812,380 | -$40,663 | -2.19% | |
| Truist Financial Corp | 0.00% | 32,686 | $1,743,460 | $1,729,720 | -$13,740 | -0.79% | |
| Raymond James Financial Inc | 0.00% | 27,188 | $1,471,054 | $1,438,770 | -$32,284 | -2.19% | |
| Belleair Asset Management, Llc | 1.22% | 27,262 | $1,454,152 | $1,442,686 | -$11,466 | -0.79% | |
| Summit Financial, Llc | 0.02% | 24,494 | $1,325,268 | $1,296,205 | -$29,063 | -2.19% | |
| Destination Wealth Management | 0.03% | 21,548 | $1,165,900 | $1,140,305 | -$25,595 | -2.20% | |
| Susquehanna International Group, Llp | 0.00% | 21,172 | $1,145,545 | $1,120,407 | -$25,138 | -2.19% | |
| Essential Planning, Llc. | 0.34% | 19,698 | $1,065,745 | $1,042,404 | -$23,341 | -2.19% | |
| Rehmann Capital Advisory Group | 0.05% | 19,499 | $1,055,024 | $1,031,873 | -$23,151 | -2.19% | |
| Jane Street Group, Llc | 0.00% | 17,543 | $949,192 | $928,363 | -$20,829 | -2.19% | |
| Tower Research Capital Llc (Trc) | 0.02% | 17,456 | $944,485 | $923,759 | -$20,726 | -2.19% | |
| Creative Planning | 0.00% | 16,941 | $916,608 | $896,506 | -$20,102 | -2.19% | |
| Alesco Advisors, Llc, An Esl Co | 0.02% | 16,710 | $904,121 | $884,282 | -$19,839 | -2.19% | |
| Ascent Group, Llc | 0.03% | 16,061 | $869,006 | $849,937 | -$19,069 | -2.19% | |
| Td Private Client Wealth Llc | 0.02% | 15,531 | $840,330 | $821,890 | -$18,440 | -2.19% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 14,425 | $780,488 | $763,361 | -$17,127 | -2.19% | |
| Cetera Investment Advisers | 0.00% | 14,272 | $772,199 | $755,264 | -$16,935 | -2.19% |
Frequently asked questions about STPZ
Who owns the most STPZ stock?
The largest holders of STPZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO 1-5 YEAR US TIPS INDEX (STPZ).
Is STPZ widely held by superinvestors?
Many widely followed stocks like STPZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly STPZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.