PBTP Institutional Ownership
Invesco 0-5 Yr US TIPS ETF
1W: +0.1%
1M: -0.9%
3M: -0.7%
YTD: -1.6%
1Y: -2.5%
3Y: +10.8%
5Y: +10.9%
$25.50
-0.02 (-0.08%)
Weekly Expected Move ±0.3%
$25
$25
$26
$26
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PBTP
31
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
47M
Total Invested
5
New Positions
12
Increased
10
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (35 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 858,607 | $22M | +79,839 | +10.3% | 25Q | SEC ↗ |
| 2 | Tidemark, LLC | 272,095 | $7M | +113,765 | +71.9% | 11Q | SEC ↗ |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | 187,908 | $5M | +5,934 | +3.3% | 7Q | SEC ↗ |
| 4 | Sowell Financial Services LLC | 79,397 | $2M | -11,938 | -13.1% | 16Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 58,729 | $1M | +12,714 | +27.6% | 6Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 55,821 | $1M | +5,129 | +10.1% | 15Q | SEC ↗ |
| 7 | Kelly Financial Services LLC | 50,618 | $1M | +12,068 | +31.3% | 6Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 46,377 | $1M | +1,710 | +3.8% | 7Q | SEC ↗ |
| 9 | GOLDMAN SACHS GROUP INC | 35,687 | $910K | -25,166 | -41.4% | 8Q | SEC ↗ |
| 10 | Trilogy Capital Inc. | 33,389 | $851K | -115 | -0.3% | 13Q | SEC ↗ |
| 11 | Beacon Pointe Advisors, LLC | 25,100 | $640K | -4,500 | -15.2% | 12Q | SEC ↗ |
| 12 | Arkadios Wealth Advisors | 23,121 | $590K | -1,170 | -4.8% | 15Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 22,333 | $569K | +1,178 | +5.6% | 26Q | SEC ↗ |
| 14 | Hobart Private Capital, LLC NEW | 19,294 | $492K | — | +0.0% | 1Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 18,627 | $475K | +3,810 | +25.7% | 5Q | SEC ↗ |
| 16 | Centerpoint Advisory Group | 11,536 | $294K | -220 | -1.9% | 7Q | SEC ↗ |
| 17 | BETO FINANCIAL GROUP, LLC NEW | 10,707 | $273K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Private Advisor Group, LLC NEW | 9,361 | $239K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Destiny Capital Corp/CO | 7,888 | $201K | — | +0.0% | 11Q | SEC ↗ |
| 20 | Highland Investment Advisors LLC NEW | 2,649 | $68K | — | +0.0% | 1Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 1,594 | $41K | -32 | -2.0% | 16Q | SEC ↗ |
| 22 | BlackRock, Inc. | 1,283 | $33K | — | +0.0% | 6Q | SEC ↗ |
| 23 | PRIVATE TRUST CO NA | 400 | $10K | +150 | +60.0% | 5Q | SEC ↗ |
| 24 | UBS Group AG | 161 | $4K | -1,116 | -87.4% | 2Q | SEC ↗ |
| 25 | Arax Advisory Partners | 106 | $3K | +53 | +100.0% | 3Q | SEC ↗ |
| 26 | Continuum Advisory, LLC NEW | 10 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 27 | MORGAN STANLEY | 1 | $0K | — | +0.0% | 5Q | SEC ↗ |
| 28 | WELLS FARGO & COMPANY/MN | 1 | $0K | +1 | — | 14Q | SEC ↗ |
| 29 | Purpose Unlimited Inc. | 0 | $0K | -142 | -100.0% | 1Q | SEC ↗ |
| 30 | CITADEL ADVISORS LLC | 0 | $0K | -29,518 | -100.0% | 3Q | SEC ↗ |
| 31 | CREATIVE FINANCIAL DESIGNS INC /ADV | 0 | $0K | -47,224 | -100.0% | 4Q | SEC ↗ |
| 32 | FLOW TRADERS U.S. LLC | 0 | $0K | -19,351 | -100.0% | 10Q | SEC ↗ |
| 33 | Kestra Advisory Services, LLC | 0 | $0K | -1,615 | -100.0% | 1Q | SEC ↗ |
| 34 | Triad Wealth Partners, LLC | 0 | $0K | -14,680 | -100.0% | 1Q | SEC ↗ |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | $0K | -27,412 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| Hobart Private Capital, LLC | 19,294 | $492K |
| BETO FINANCIAL GROUP, LLC | 10,707 | $273K |
| Private Advisor Group, LLC | 9,361 | $239K |
| Highland Investment Advisors LLC | 2,649 | $68K |
| Continuum Advisory, LLC | 10 | $0K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 47,224 | $1M |
| CITADEL ADVISORS LLC | 29,518 | $753K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,412 | $699K |
| FLOW TRADERS U.S. LLC | 19,351 | $493K |
| Triad Wealth Partners, LLC | 14,680 | $374K |
| Kestra Advisory Services, LLC | 1,615 | $41K |
| Purpose Unlimited Inc. | 142 | $4K |
Biggest Increases (12)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Tidemark, LLC | +113,765 | +71.9% | 272,095 |
| LPL Financial LLC | +79,839 | +10.3% | 858,607 |
| ENVESTNET ASSET MANAGEMENT INC | +12,714 | +27.6% | 58,729 |
| Kelly Financial Services LLC | +12,068 | +31.3% | 50,618 |
| COMMONWEALTH EQUITY SERVICES, LLC | +5,934 | +3.3% | 187,908 |
| BANK OF AMERICA CORP /DE | +5,129 | +10.1% | 55,821 |
| MML INVESTORS SERVICES, LLC | +3,810 | +25.7% | 18,627 |
| RAYMOND JAMES FINANCIAL INC | +1,710 | +3.8% | 46,377 |
| OSAIC HOLDINGS, INC. | +1,178 | +5.6% | 22,333 |
| PRIVATE TRUST CO NA | +150 | +60.0% | 400 |
| Arax Advisory Partners | +53 | +100.0% | 106 |
| WELLS FARGO & COMPANY/MN | +1 | — | 1 |
Biggest Decreases (8)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -25,166 | -41.4% | 35,687 |
| Sowell Financial Services LLC | -11,938 | -13.1% | 79,397 |
| Beacon Pointe Advisors, LLC | -4,500 | -15.2% | 25,100 |
| Arkadios Wealth Advisors | -1,170 | -4.8% | 23,121 |
| UBS Group AG | -1,116 | -87.4% | 161 |
| Centerpoint Advisory Group | -220 | -1.9% | 11,536 |
| Trilogy Capital Inc. | -115 | -0.3% | 33,389 |
| ROYAL BANK OF CANADA | -32 | -2.0% | 1,594 |