STPZ Institutional Ownership
PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
1W: +0.0%
1M: -1.2%
3M: -1.9%
YTD: -3.1%
1Y: -3.4%
3Y: +10.1%
5Y: +8.2%
$51.93
-0.08 (-0.15%)
Weekly Expected Move ±0.4%
$51
$52
$52
$52
$52
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — STPZ
130
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
392M
Total Invested
18
New Positions
46
Increased
41
Reduced
13
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (144 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 999,708 | $52M | +352,789 | +54.5% | 15Q | SEC ↗ |
| 2 | WALLED LAKE PLANNING & WEALTH MANAGEME NEW | 605,911 | $31M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Ameritas Advisory Services, LLC | 562,327 | $29M | +197,247 | +54.0% | 3Q | SEC ↗ |
| 4 | BANK OF NOVA SCOTIA | 512,308 | $27M | +231,766 | +82.6% | 9Q | SEC ↗ |
| 5 | MORGAN STANLEY | 497,960 | $26M | +37,800 | +8.2% | 60Q | SEC ↗ |
| 6 | IHT Wealth Management, LLC NEW | 301,135 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 7 | Eagle Strategies LLC | 289,382 | $15M | +14,071 | +5.1% | 7Q | SEC ↗ |
| 8 | LPL Financial LLC | 260,841 | $14M | +43,219 | +19.9% | 54Q | SEC ↗ |
| 9 | Bleakley Financial Group, LLC | 255,166 | $13M | +454 | +0.2% | 15Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 217,200 | $11M | -29,227 | -11.9% | 68Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 181,292 | $9M | +6,239 | +3.6% | 7Q | SEC ↗ |
| 12 | GREAT VALLEY ADVISOR GROUP, INC. | 155,678 | $8M | +21,115 | +15.7% | 12Q | SEC ↗ |
| 13 | ROYAL BANK OF CANADA | 149,193 | $8M | +2,446 | +1.7% | 67Q | SEC ↗ |
| 14 | OSAIC HOLDINGS, INC. | 144,471 | $8M | +20,559 | +16.6% | 26Q | SEC ↗ |
| 15 | Kelman-Lazarov, Inc. | 131,408 | $7M | +1,044 | +0.8% | 15Q | SEC ↗ |
| 16 | TIAA TRUST, NATIONAL ASSOCIATION | 119,832 | $6M | +1,937 | +1.6% | 12Q | SEC ↗ |
| 17 | D.A. DAVIDSON & CO. | 115,738 | $6M | +48,657 | +72.5% | 5Q | SEC ↗ |
| 18 | Arbor Investment Advisors, LLC | 105,322 | $5M | +8,899 | +9.2% | 63Q | SEC ↗ |
| 19 | Optimus Capital Advisors, LLC | 96,664 | $5M | +1,296 | +1.4% | 3Q | SEC ↗ |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 83,546 | $4M | +3,162 | +3.9% | 66Q | SEC ↗ |
| 21 | Focus Partners Wealth | 83,067 | $4M | +16,216 | +24.3% | 9Q | SEC ↗ |
| 22 | CITADEL ADVISORS LLC | 80,411 | $4M | +38,295 | +90.9% | 3Q | SEC ↗ |
| 23 | Lutz Financial Services LLC | 76,584 | $4M | — | +0.0% | 16Q | SEC ↗ |
| 24 | JANE STREET GROUP, LLC | 66,219 | $3M | +48,676 | +277.5% | 30Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 64,197 | $3M | -27,272 | -29.8% | 40Q | SEC ↗ |
| 26 | Beacon Pointe Advisors, LLC | 59,898 | $3M | -3,095 | -4.9% | 12Q | SEC ↗ |
| 27 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 58,032 | $3M | -8,655 | -13.0% | 2Q | SEC ↗ |
| 28 | Focus Partners Advisor Solutions, LLC | 52,462 | $3M | -783 | -1.5% | 2Q | SEC ↗ |
| 29 | AMERIPRISE FINANCIAL INC | 51,178 | $3M | -12,667 | -19.8% | 16Q | SEC ↗ |
| 30 | Lantern Wealth Advisors, LLC | 50,663 | $3M | +7,128 | +16.4% | 5Q | SEC ↗ |
| 31 | CAPTRUST FINANCIAL ADVISORS | 48,445 | $3M | -13,587 | -21.9% | 26Q | SEC ↗ |
| 32 | Woodward Financial Advisors, Inc. | 47,242 | $2M | -1,003 | -2.1% | 1Q | SEC ↗ |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 46,280 | $2M | +16,353 | +54.6% | 35Q | SEC ↗ |
| 34 | Atria Investments, Inc NEW | 44,382 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Concurrent Investment Advisors, LLC | 42,203 | $2M | +622 | +1.5% | 11Q | SEC ↗ |
| 36 | UBS Group AG | 42,144 | $2M | -624 | -1.5% | 47Q | SEC ↗ |
| 37 | Destination Wealth Management | 37,575 | $2M | +16,027 | +74.4% | 65Q | SEC ↗ |
| 38 | Hudson Portfolio Management LLC | 33,098 | $2M | -1,150 | -3.4% | 8Q | SEC ↗ |
| 39 | TRUIST FINANCIAL CORP | 32,686 | $2M | -2,335 | -6.7% | 27Q | SEC ↗ |
| 40 | Belleair Asset Management, LLC | 27,262 | $1M | -738 | -2.6% | 3Q | SEC ↗ |
| 41 | Summit Financial, LLC | 24,873 | $1M | +379 | +1.5% | 8Q | SEC ↗ |
| 42 | RAYMOND JAMES FINANCIAL INC | 21,207 | $1M | -5,981 | -22.0% | 7Q | SEC ↗ |
| 43 | Rehmann Capital Advisory Group | 19,499 | $1M | — | +0.0% | 21Q | SEC ↗ |
| 44 | Essential Planning, LLC. | 18,749 | $974K | -949 | -4.8% | 14Q | SEC ↗ |
| 45 | Creative Planning | 18,735 | $973K | +1,794 | +10.6% | 3Q | SEC ↗ |
| 46 | Perennial Investment Advisors, LLC NEW | 18,199 | $945K | — | +0.0% | 1Q | SEC ↗ |
| 47 | TD PRIVATE CLIENT WEALTH LLC | 17,642 | $916K | +2,111 | +13.6% | 27Q | SEC ↗ |
| 48 | Advisory Services Network, LLC | 17,456 | $906K | +3,302 | +23.3% | 5Q | SEC ↗ |
| 49 | Cetera Investment Advisers | 16,943 | $880K | +2,671 | +18.7% | 4Q | SEC ↗ |
| 50 | Alesco Advisors, LLC, An ESL Co | 16,710 | $868K | — | +0.0% | 64Q | SEC ↗ |
Recent Activity
New Positions (19)
| Holder | Shares | Value |
|---|---|---|
| WALLED LAKE PLANNING & WEALTH MANAG | 605,911 | $31M |
| IHT Wealth Management, LLC | 301,135 | $16M |
| Atria Investments, Inc | 44,382 | $2M |
| Perennial Investment Advisors, LLC | 18,199 | $945K |
| FLOW TRADERS U.S. LLC | 15,394 | $799K |
| Private Advisor Group, LLC | 7,021 | $365K |
| Evanson Financial, LLC | 6,306 | $327K |
| Wealthspire Advisors, LLC | 5,936 | $308K |
| Robertson Stephens Wealth Managemen | 4,600 | $239K |
| Integrated Wealth Concepts LLC | 4,208 | $219K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 4,150 | $216K |
| CANANDAIGUA NATIONAL CORP | 4,150 | $216K |
| Arax Advisory Partners | 3,745 | $194K |
| EP Wealth Advisors, LLC | 3,125 | $162K |
| IFG Advisory, LLC | 2,480 | $129K |
| Colonial Trust Co / SC | 1,070 | $56K |
| Global Retirement Partners, LLC | 382 | $20K |
| Oakmont Advisory Group, LLC | 315 | $16K |
| Russell Investments Group, Ltd. | 101 | $5K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Elevation Capital Advisory, LLC | 143,984 | $7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 21,172 | $1M |
| Tower Research Capital LLC (TRC) | 17,456 | $906K |
| Ascent Group, LLC | 16,061 | $834K |
| Gallagher Capital Advisors, LLC | 13,939 | $724K |
| KFA Private Wealth Group, LLC | 8,580 | $446K |
| JIM SAULNIER & ASSOCIATES, LLC | 8,291 | $431K |
| Cambridge Investment Research Advis | 6,808 | $354K |
| Breakwater Capital Group | 6,078 | $316K |
| PNC Financial Services Group, Inc. | 5,335 | $277K |
| Cerity Partners LLC | 4,554 | $236K |
| Midwest Trust Co | 4,100 | $213K |
| CAMBIENT FAMILY OFFICE, LLC | 3,721 | $193K |
| MAI Capital Management | 1,968 | $102K |
| Geneos Wealth Management Inc. | 1,685 | $88K |
| Clearstead Advisors, LLC | 288 | $15K |
| Abound Wealth Management | 284 | $15K |
| Cornerstone Planning Group LLC | 251 | $13K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 200 | $10K |
| McIlrath & Eck, LLC | 89 | $5K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +352,789 | +54.5% | 999,708 |
| BANK OF NOVA SCOTIA | +231,766 | +82.6% | 512,308 |
| Ameritas Advisory Services, LLC | +197,247 | +54.0% | 562,327 |
| JANE STREET GROUP, LLC | +48,676 | +277.5% | 66,219 |
| D.A. DAVIDSON & CO. | +48,657 | +72.5% | 115,738 |
| LPL Financial LLC | +43,219 | +19.9% | 260,841 |
| CITADEL ADVISORS LLC | +38,295 | +90.9% | 80,411 |
| MORGAN STANLEY | +37,800 | +8.2% | 497,960 |
| GREAT VALLEY ADVISOR GROUP, INC. | +21,115 | +15.7% | 155,678 |
| OSAIC HOLDINGS, INC. | +20,559 | +16.6% | 144,471 |
| COMMONWEALTH EQUITY SERVICES, LLC | +16,353 | +54.6% | 46,280 |
| Focus Partners Wealth | +16,216 | +24.3% | 83,067 |
| Destination Wealth Management | +16,027 | +74.4% | 37,575 |
| Eagle Strategies LLC | +14,071 | +5.1% | 289,382 |
| Arbor Investment Advisors, LLC | +8,899 | +9.2% | 105,322 |
| MML INVESTORS SERVICES, LLC | +8,122 | +148.6% | 13,588 |
| Lantern Wealth Advisors, LLC | +7,128 | +16.4% | 50,663 |
| GOLDMAN SACHS GROUP INC | +6,239 | +3.6% | 181,292 |
| Advisory Services Network, LLC | +3,302 | +23.3% | 17,456 |
| ENVESTNET ASSET MANAGEMENT INC | +3,162 | +3.9% | 83,546 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -29,227 | -11.9% | 217,200 |
| STIFEL FINANCIAL CORP | -27,272 | -29.8% | 64,197 |
| JPMORGAN CHASE & CO | -20,850 | -78.2% | 5,801 |
| CAPTRUST FINANCIAL ADVISORS | -13,587 | -21.9% | 48,445 |
| AMERIPRISE FINANCIAL INC | -12,667 | -19.8% | 51,178 |
| MANUFACTURERS LIFE INSURANCE COMPAN | -9,012 | -70.1% | 3,842 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -8,655 | -13.0% | 58,032 |
| RAYMOND JAMES FINANCIAL INC | -5,981 | -22.0% | 21,207 |
| Steward Partners Investment Advisor | -4,008 | -27.8% | 10,417 |
| Beacon Pointe Advisors, LLC | -3,095 | -4.9% | 59,898 |
| TRUIST FINANCIAL CORP | -2,335 | -6.7% | 32,686 |
| Kestra Advisory Services, LLC | -2,080 | -25.2% | 6,167 |
| FIFTH THIRD BANCORP | -1,712 | -69.1% | 765 |
| Hudson Portfolio Management LLC | -1,150 | -3.4% | 33,098 |
| Ausdal Financial Partners, Inc. | -1,116 | -10.8% | 9,184 |
| Woodward Financial Advisors, Inc. | -1,003 | -2.1% | 47,242 |
| Essential Planning, LLC. | -949 | -4.8% | 18,749 |
| Focus Partners Advisor Solutions, L | -783 | -1.5% | 52,462 |
| Belleair Asset Management, LLC | -738 | -2.6% | 27,262 |
| UBS Group AG | -624 | -1.5% | 42,144 |