STPZ Institutional Ownership & Shareholders
PIMCO 1-5 YEAR US TIPS INDEX (STPZ) is currently held by 119 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $394.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of STPZ tracked by InsiderSet, reporting ownership valued at approximately $53.32M in its June 30, 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 $52.70M, representing an estimated loss of -1.16% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% 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, Ameritas Advisory Services, Llc, 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
119
Total Reported Value
$394.44M
Largest Holder
Bank Of America Corp
Largest Position
$53.32M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
128
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% | 999,708 | $53,323,516 | $52,704,606 | -$618,910 | -1.16% | |
| Walled Lake Planning & Wealth Management, Llc | 7.81% | 632,442 | $32,804,761 | $33,342,342 | +$537,581 | +1.64% | |
| Ameritas Advisory Services, Llc | 0.61% | 562,327 | $29,994,457 | $29,645,879 | -$348,578 | -1.16% | |
| Bank Of Nova Scotia | 0.04% | 512,308 | $27,563,133 | $27,008,878 | -$554,255 | -2.01% | |
| Morgan Stanley | 0.00% | 497,960 | $26,561,172 | $26,252,451 | -$308,721 | -1.16% | |
| Eagle Strategies Llc | 1.57% | 312,745 | $16,222,072 | $16,487,916 | +$265,844 | +1.64% | |
| Iht Wealth Management, Llc | 0.34% | 301,135 | $16,062,528 | $15,875,837 | -$186,691 | -1.16% | |
| Lpl Financial Llc | 0.00% | 260,841 | $13,913,225 | $13,751,538 | -$161,687 | -1.16% | |
| Bleakley Financial Group, Llc | 0.17% | 255,166 | $13,610,529 | $13,452,352 | -$158,177 | -1.16% | |
| Wells Fargo & Company/Mn | 0.00% | 217,200 | $11,585,444 | $11,450,784 | -$134,660 | -1.16% | |
| Goldman Sachs Group Inc | 0.00% | 181,292 | $9,670,097 | $9,557,714 | -$112,383 | -1.16% | |
| Great Valley Advisor Group, Inc. | 0.13% | 155,678 | $8,303,853 | $8,207,344 | -$96,509 | -1.16% | |
| Royal Bank Of Canada | 0.00% | 149,193 | $7,957,000 | $7,865,455 | -$91,545 | -1.15% | |
| Osaic Holdings, Inc. | 0.01% | 144,471 | $7,716,940 | $7,616,511 | -$100,429 | -1.30% | |
| Kelman-Lazarov, Inc. | 0.92% | 131,408 | $7,009,310 | $6,927,830 | -$81,480 | -1.16% | |
| Tiaa Trust, National Association | 0.38% | 119,832 | $6,391,827 | $6,317,543 | -$74,284 | -1.16% | |
| D.A. Davidson & Co. | 0.03% | 122,945 | $6,377,176 | $6,481,660 | +$104,484 | +1.64% | |
| Arbor Investment Advisors, Llc | 0.64% | 108,909 | $5,649,106 | $5,741,682 | +$92,576 | +1.64% | |
| Optimus Capital Advisors, Llc | 2.77% | 96,664 | $5,156,029 | $5,096,126 | -$59,903 | -1.16% | |
| Envestnet Asset Management Inc | 0.00% | 83,546 | $4,456,342 | $4,404,545 | -$51,797 | -1.16% | |
| Focus Partners Wealth | 0.00% | 83,067 | $4,430,796 | $4,379,292 | -$51,504 | -1.16% | |
| Citadel Advisors Llc | 0.00% | 80,411 | $4,289,115 | $4,239,268 | -$49,847 | -1.16% | |
| Lutz Financial Services Llc | 0.25% | 76,584 | $4,084,983 | $4,037,508 | -$47,475 | -1.16% | |
| Jane Street Group, Llc | 0.00% | 66,219 | $3,532,115 | $3,491,066 | -$41,049 | -1.16% | |
| Stifel Financial Corp | 0.00% | 64,197 | $3,424,279 | $3,384,466 | -$39,813 | -1.16% | |
| Beacon Pointe Advisors, Llc | 0.01% | 59,898 | $3,194,954 | $3,157,823 | -$37,131 | -1.16% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.01% | 58,032 | $3,095,421 | $3,059,447 | -$35,974 | -1.16% | |
| Commonwealth Equity Services, Llc | 0.00% | 55,001 | $2,852,921 | $2,899,653 | +$46,732 | +1.64% | |
| Focus Partners Advisor Solutions, Llc | 0.02% | 52,462 | $2,798,318 | $2,765,797 | -$32,521 | -1.16% | |
| Ameriprise Financial Inc | 0.00% | 51,178 | $2,729,808 | $2,698,104 | -$31,704 | -1.16% | |
| Lantern Wealth Advisors, Llc | 1.16% | 51,774 | $2,685,517 | $2,729,525 | +$44,008 | +1.64% | |
| Captrust Financial Advisors | 0.00% | 48,445 | $2,584,051 | $2,554,020 | -$30,031 | -1.16% | |
| Ubs Group Ag | 0.00% | 42,144 | $2,247,961 | $2,221,832 | -$26,129 | -1.16% | |
| Wealthcare Advisory Partners Llc | 0.04% | 43,025 | $2,231,707 | $2,268,278 | +$36,571 | +1.64% | |
| Concurrent Investment Advisors, Llc | 0.02% | 42,491 | $2,204,031 | $2,240,126 | +$36,095 | +1.64% | |
| Destination Wealth Management | 0.05% | 37,575 | $2,004,270 | $1,980,954 | -$23,316 | -1.16% | |
| Truist Financial Corp | 0.00% | 35,228 | $1,827,289 | $1,857,220 | +$29,931 | +1.64% | |
| Hudson Portfolio Management Llc | 1.33% | 33,098 | $1,765,444 | $1,744,927 | -$20,517 | -1.16% | |
| Belleair Asset Management, Llc | 1.22% | 27,262 | $1,454,152 | $1,437,253 | -$16,899 | -1.16% | |
| Summit Financial, Llc | 0.01% | 24,873 | $1,326,705 | $1,311,305 | -$15,400 | -1.16% | |
| Atria Investments, Inc | 0.01% | 22,556 | $1,169,980 | $1,189,152 | +$19,172 | +1.64% | |
| Raymond James Financial Inc | 0.00% | 21,207 | $1,131,156 | $1,118,033 | -$13,123 | -1.16% | |
| Rehmann Capital Advisory Group | 0.05% | 19,499 | $1,040,074 | $1,027,987 | -$12,087 | -1.16% | |
| Td Private Client Wealth Llc | 0.02% | 19,752 | $1,024,536 | $1,041,325 | +$16,789 | +1.64% | |
| Perennial Investment Advisors, Llc | 0.06% | 18,199 | $970,914 | $959,451 | -$11,463 | -1.18% | |
| Advisory Services Network, Llc | 0.01% | 17,456 | $931,117 | $920,280 | -$10,837 | -1.16% | |
| Cetera Investment Advisers | 0.00% | 16,943 | $903,708 | $893,235 | -$10,473 | -1.16% | |
| Essential Planning, Llc. | 0.25% | 17,387 | $901,880 | $916,643 | +$14,763 | +1.64% | |
| Alesco Advisors, Llc, An Esl Co | 0.02% | 16,710 | $891,310 | $880,951 | -$10,359 | -1.16% | |
| Flow Traders U.S. Llc | 0.03% | 15,394 | $821,000 | $811,572 | -$9,428 | -1.15% |
Frequently asked questions about STPZ
Who are the largest institutional holders of STPZ?
The largest institutional holders of STPZ reported in the latest SEC Form 13F filings include Bank Of America Corp, Walled Lake Planning & Wealth Management, Llc, Ameritas Advisory Services, Llc, Bank Of Nova Scotia, and Morgan Stanley. InsiderSet ranks institutional holders by their latest reported STPZ position.
What is STPZ institutional ownership?
This page tracks STPZ positions reported by institutional investment managers through SEC Form 13F. PIMCO 1-5 YEAR US TIPS INDEX (STPZ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own STPZ?
InsiderSet currently tracks 119 institutional managers reporting STPZ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of STPZ shareholders.
How much STPZ stock do institutions own?
Institutional investment managers disclosed approximately $394.44M in STPZ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was STPZ institutional ownership last updated?
The latest STPZ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional STPZ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its STPZ position after the reporting date.
Are institutions buying or selling STPZ?
Institutional buying and selling can be analyzed by comparing STPZ positions across consecutive 13F reporting periods. InsiderSet's STPZ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View STPZ ownership changes.
How has STPZ institutional ownership changed over time?
InsiderSet tracks STPZ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.