TIPZ Institutional Ownership
PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
1W: -0.5%
1M: -2.7%
3M: -4.3%
YTD: -6.3%
1Y: -6.9%
3Y: +6.3%
5Y: -6.3%
$49.59
-0.10 (-0.20%)
Weekly Expected Move ±0.7%
$49
$49
$50
$50
$50
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — TIPZ
43
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
38M
Total Invested
6
New Positions
15
Increased
16
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 156,967 | $8M | +11,700 | +8.1% | 59Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 73,113 | $4M | +1,526 | +2.1% | 15Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 68,353 | $3M | +29,729 | +77.0% | 67Q | SEC ↗ |
| 4 | WealthCare Investment Partners, LLC | 60,818 | $3M | +6,056 | +11.1% | 18Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 55,914 | $3M | -14,146 | -20.2% | 7Q | SEC ↗ |
| 6 | One Capital Management, LLC | 44,568 | $2M | — | +0.0% | 4Q | SEC ↗ |
| 7 | MORGAN STANLEY | 43,523 | $2M | +13,150 | +43.3% | 60Q | SEC ↗ |
| 8 | Apex Wealth Management, LLC | 39,158 | $2M | +487 | +1.3% | 2Q | SEC ↗ |
| 9 | ROYAL BANK OF CANADA | 32,736 | $2M | -12,194 | -27.1% | 63Q | SEC ↗ |
| 10 | Fiduciary Trust Co | 30,000 | $1M | +10,000 | +50.0% | 3Q | SEC ↗ |
| 11 | Hara Capital LLC | 21,174 | $1M | -2,167 | -9.3% | 8Q | SEC ↗ |
| 12 | Steward Partners Investment Advisory, | 15,668 | $777K | -1,971 | -11.2% | 22Q | SEC ↗ |
| 13 | WEDBUSH SECURITIES INC | 9,706 | $481K | -1,714 | -15.0% | 13Q | SEC ↗ |
| 14 | JANE STREET GROUP, LLC | 8,824 | $438K | -1,537 | -14.8% | 7Q | SEC ↗ |
| 15 | OSAIC HOLDINGS, INC. | 8,109 | $402K | +3,835 | +89.7% | 26Q | SEC ↗ |
| 16 | Fairway Wealth LLC | 7,486 | $371K | +249 | +3.4% | 11Q | SEC ↗ |
| 17 | Snowden Capital Advisors LLC | 7,180 | $356K | +168 | +2.4% | 8Q | SEC ↗ |
| 18 | HRT FINANCIAL LP NEW | 6,909 | $343K | — | +0.0% | 1Q | SEC ↗ |
| 19 | JONES FINANCIAL COMPANIES LLLP | 6,108 | $303K | +580 | +10.5% | 9Q | SEC ↗ |
| 20 | Stratos Wealth Partners, LTD. NEW | 5,322 | $264K | — | +0.0% | 1Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 5,280 | $262K | — | +0.0% | 10Q | SEC ↗ |
| 22 | MML INVESTORS SERVICES, LLC | 5,021 | $249K | +1,078 | +27.3% | 22Q | SEC ↗ |
| 23 | Farther Finance Advisors, LLC | 4,449 | $221K | +56 | +1.3% | 9Q | SEC ↗ |
| 24 | Cetera Investment Advisers | 4,179 | $207K | -1,999 | -32.4% | 5Q | SEC ↗ |
| 25 | IFP Advisors, Inc | 3,165 | $157K | — | +0.0% | 5Q | SEC ↗ |
| 26 | JPMORGAN CHASE & CO | 2,429 | $120K | -4,174 | -63.2% | 6Q | SEC ↗ |
| 27 | MERCER GLOBAL ADVISORS INC /ADV NEW | 790 | $39K | — | +0.0% | 1Q | SEC ↗ |
| 28 | CREATIVE FINANCIAL DESIGNS INC /ADV | 678 | $34K | +16 | +2.4% | 8Q | SEC ↗ |
| 29 | Global Retirement Partners, LLC NEW | 594 | $29K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Ascentis Independent Advisors | 467 | $23K | -61 | -11.6% | 2Q | SEC ↗ |
| 31 | McIlrath & Eck, LLC | 229 | $11K | +38 | +19.9% | 18Q | SEC ↗ |
| 32 | Founders Financial Alliance, LLC | 218 | $11K | +5 | +2.3% | 2Q | SEC ↗ |
| 33 | Main Street Group, LTD | 193 | $10K | — | +0.0% | 2Q | SEC ↗ |
| 34 | FRANKLIN RESOURCES INC | 126 | $6K | — | +0.0% | 7Q | SEC ↗ |
| 35 | Integrated Wealth Concepts LLC NEW | 78 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 36 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 21 | $1K | — | +0.0% | 1Q | SEC ↗ |
| 37 | AE Wealth Management LLC | 18 | $1K | -4 | -18.2% | 7Q | SEC ↗ |
| 38 | FMR LLC | 1 | $0K | — | +0.0% | 11Q | SEC ↗ |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 0 | $0K | -358 | -100.0% | 1Q | SEC ↗ |
| 40 | WBI INVESTMENTS, LLC | 0 | $0K | -14,824 | -100.0% | 8Q | SEC ↗ |
| 41 | Tower Research Capital LLC (TRC) | 0 | $0K | -17,434 | -100.0% | 1Q | SEC ↗ |
| 42 | StoneX Group Inc. | 0 | $0K | -4,070 | -100.0% | 16Q | SEC ↗ |
| 43 | CreativeOne Wealth, LLC | 0 | $0K | -14,929 | -100.0% | 14Q | SEC ↗ |
| 44 | UBS Group AG | 0 | $0K | -131 | -100.0% | 1Q | SEC ↗ |
| 45 | CITADEL ADVISORS LLC | 0 | $0K | -13,516 | -100.0% | 7Q | SEC ↗ |
| 46 | FLAGSHIP HARBOR ADVISORS, LLC | 0 | $0K | -960 | -100.0% | 1Q | SEC ↗ |
| 47 | Mariner, LLC | 0 | $0K | -6,000 | -100.0% | 8Q | SEC ↗ |
| 48 | Arax Advisory Partners | 0 | $0K | -430 | -100.0% | 1Q | SEC ↗ |
| 49 | GTS SECURITIES LLC | 0 | $0K | -40,675 | -100.0% | 1Q | SEC ↗ |
| 50 | GOLDMAN SACHS GROUP INC | 0 | $0K | -18,387 | -100.0% | 10Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| HRT FINANCIAL LP | 6,909 | $343K |
| Stratos Wealth Partners, LTD. | 5,322 | $264K |
| MERCER GLOBAL ADVISORS INC /ADV | 790 | $39K |
| Global Retirement Partners, LLC | 594 | $29K |
| Integrated Wealth Concepts LLC | 78 | $4K |
| COMPASS FINANCIAL MANAGEMENT LLC | 21 | $1K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 40,675 | $2M |
| GOLDMAN SACHS GROUP INC | 18,387 | $912K |
| Tower Research Capital LLC (TRC) | 17,434 | $865K |
| CreativeOne Wealth, LLC | 14,929 | $740K |
| WBI INVESTMENTS, LLC | 14,824 | $735K |
| CITADEL ADVISORS LLC | 13,516 | $670K |
| Mariner, LLC | 6,000 | $298K |
| StoneX Group Inc. | 4,070 | $202K |
| FLAGSHIP HARBOR ADVISORS, LLC | 960 | $48K |
| Arax Advisory Partners | 430 | $21K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 358 | $18K |
| UBS Group AG | 131 | $6K |
Biggest Increases (16)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +29,729 | +77.0% | 68,353 |
| MORGAN STANLEY | +13,150 | +43.3% | 43,523 |
| LPL Financial LLC | +11,700 | +8.1% | 156,967 |
| Fiduciary Trust Co | +10,000 | +50.0% | 30,000 |
| WealthCare Investment Partners, LLC | +6,056 | +11.1% | 60,818 |
| OSAIC HOLDINGS, INC. | +3,835 | +89.7% | 8,109 |
| BANK OF AMERICA CORP /DE | +1,526 | +2.1% | 73,113 |
| MML INVESTORS SERVICES, LLC | +1,078 | +27.3% | 5,021 |
| JONES FINANCIAL COMPANIES LLLP | +580 | +10.5% | 6,108 |
| Apex Wealth Management, LLC | +487 | +1.3% | 39,158 |
| Fairway Wealth LLC | +249 | +3.4% | 7,486 |
| Snowden Capital Advisors LLC | +168 | +2.4% | 7,180 |
| Farther Finance Advisors, LLC | +56 | +1.3% | 4,449 |
| McIlrath & Eck, LLC | +38 | +19.9% | 229 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +16 | +2.4% | 678 |
| Founders Financial Alliance, LLC | +5 | +2.3% | 218 |
Biggest Decreases (10)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | -14,146 | -20.2% | 55,914 |
| ROYAL BANK OF CANADA | -12,194 | -27.1% | 32,736 |
| JPMORGAN CHASE & CO | -4,174 | -63.2% | 2,429 |
| Hara Capital LLC | -2,167 | -9.3% | 21,174 |
| Cetera Investment Advisers | -1,999 | -32.4% | 4,179 |
| Steward Partners Investment Advisor | -1,971 | -11.2% | 15,668 |
| WEDBUSH SECURITIES INC | -1,714 | -15.0% | 9,706 |
| JANE STREET GROUP, LLC | -1,537 | -14.8% | 8,824 |
| Ascentis Independent Advisors | -61 | -11.6% | 467 |
| AE Wealth Management LLC | -4 | -18.2% | 18 |