PIMCO BROAD US TIPS INDEX (TIPZ) Top Institutional Shareholders
PIMCO BROAD US TIPS INDEX (TIPZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $37.92M in TIPZ holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of TIPZ tracked by InsiderSet, reporting ownership valued at approximately $7.72M 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 $7.58M, representing an estimated loss of -1.83% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 79% of the total disclosed TIPZ value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Bank Of America Corp, Raymond James Financial Inc, and several other long-term asset managers with concentrated positions in PIMCO BROAD US TIPS INDEX (TIPZ).
This page ranks the largest institutional TIPZ 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
36
Total Reported Value
$37.92M
Largest Holder
Lpl Financial Llc
Largest Position
$7.72M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 145,267 | $7,719,492 | $7,578,579 | -$140,913 | -1.83% | |
| Bank Of America Corp | 0.00% | 71,587 | $3,804,133 | $3,734,694 | -$69,439 | -1.83% | |
| Raymond James Financial Inc | 0.00% | 70,060 | $3,722,983 | $3,655,030 | -$67,953 | -1.83% | |
| Wealthcare Investment Partners, Llc | 0.81% | 54,762 | $2,903,895 | $2,856,934 | -$46,961 | -1.62% | |
| Royal Bank Of Canada | 0.00% | 44,930 | $2,388,000 | $2,343,998 | -$44,002 | -1.84% | |
| One Capital Management, Llc | 0.06% | 44,568 | $2,368,343 | $2,325,113 | -$43,230 | -1.83% | |
| Apex Wealth Management, Llc | 1.41% | 38,671 | $2,054,977 | $2,017,466 | -$37,511 | -1.83% | |
| Wells Fargo & Company/Mn | 0.00% | 38,624 | $2,052,465 | $2,015,014 | -$37,451 | -1.82% | |
| Morgan Stanley | 0.00% | 30,373 | $1,614,040 | $1,584,559 | -$29,481 | -1.83% | |
| Hara Capital Llc | 0.62% | 23,341 | $1,240,341 | $1,217,700 | -$22,641 | -1.83% | |
| Fiduciary Trust Co | 0.01% | 20,000 | $1,062,800 | $1,043,400 | -$19,400 | -1.83% | |
| Goldman Sachs Group Inc | 0.00% | 18,387 | $977,085 | $959,250 | -$17,835 | -1.83% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 17,639 | $937,350 | $920,227 | -$17,123 | -1.83% | |
| Tower Research Capital Llc (Trc) | 0.02% | 17,434 | $926,443 | $909,532 | -$16,911 | -1.83% | |
| Citadel Advisors Llc | 0.00% | 13,516 | $718,240 | $705,130 | -$13,110 | -1.83% | |
| Jane Street Group, Llc | 0.00% | 10,361 | $550,584 | $540,533 | -$10,051 | -1.83% | |
| Fairway Wealth Llc | 0.10% | 7,237 | $384,574 | $377,554 | -$7,020 | -1.83% | |
| Snowden Capital Advisors Llc | 0.01% | 7,012 | $372,618 | $365,816 | -$6,802 | -1.83% | |
| Cetera Investment Advisers | 0.00% | 6,178 | $328,292 | $322,306 | -$5,986 | -1.82% | |
| Mariner, Llc | 0.00% | 6,000 | $318,840 | $313,020 | -$5,820 | -1.83% | |
| Jones Financial Companies Lllp | 0.00% | 5,528 | $291,701 | $288,396 | -$3,305 | -1.13% | |
| Farther Finance Advisors, Llc | 0.00% | 4,393 | $232,697 | $229,183 | -$3,514 | -1.51% | |
| Osaic Holdings, Inc. | 0.00% | 4,274 | $227,225 | $222,975 | -$4,250 | -1.87% | |
| Stonex Group Inc. | 0.01% | 4,070 | $216,280 | $212,332 | -$3,948 | -1.83% | |
| Mml Investors Services, Llc | 0.00% | 3,943 | $209,523 | $205,706 | -$3,817 | -1.82% | |
| Ifp Advisors, Inc | 0.00% | 3,165 | $168,188 | $165,118 | -$3,070 | -1.83% | |
| Creative Financial Designs Inc | 0.00% | 662 | $35,193 | $34,537 | -$656 | -1.87% | |
| Ascentis Independent Advisors | 0.00% | 528 | $28,057 | $27,546 | -$511 | -1.82% | |
| Arax Advisory Partners | 0.00% | 430 | $22,850 | $22,433 | -$417 | -1.82% | |
| Mcilrath & Eck, Llc | 0.00% | 229 | $12,169 | $11,947 | -$222 | -1.82% | |
| Founders Financial Alliance, Llc | 0.00% | 213 | $11,306 | $11,112 | -$194 | -1.71% | |
| Main Street Group, Ltd | 0.00% | 193 | $10,273 | $10,069 | -$204 | -1.99% | |
| Franklin Resources Inc | 0.00% | 126 | $6,696 | $6,573 | -$123 | -1.83% | |
| Ae Wealth Management Llc | 0.00% | 22 | $1,169 | $1,148 | -$21 | -1.82% | |
| Wedbush Securities Inc | 0.02% | 11,420 | $607 | $595,781 | +$595,174 | +98051.80% | |
| Fmr Llc | 0.00% | 1 | $53 | $52 | -$1 | -1.57% |
Frequently asked questions about TIPZ
Who owns the most TIPZ stock?
The largest holders of TIPZ 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 BROAD US TIPS INDEX (TIPZ).
Is TIPZ widely held by superinvestors?
Many widely followed stocks like TIPZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly TIPZ 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.