Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / BROAD US TIPS
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Number of holders
-
48
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Total 13F shares, excl. options
-
1,011,146
-
Shares change
-
-3,562
-
Total reported value, excl. options
-
$52,339,388
-
Value change
-
-$209,858
-
Number of buys
-
18
-
Number of sells
-
-26
-
Price
-
$51.77
Significant Holders of PIMCO ETF TR - BROAD US TIPS (TIPZ) as of Q3 2023
51 filings reported holding TIPZ - PIMCO ETF TR - BROAD US TIPS as of Q3 2023.
PIMCO ETF TR - BROAD US TIPS (TIPZ) has 48 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,011,146 shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (170,376 shares), LMG Wealth Partners, LLC (100,320 shares), BANK OF AMERICA CORP /DE/ (71,414 shares), RAYMOND JAMES & ASSOCIATES (71,246 shares), Royal Bank of Canada (53,397 shares), Litman Gregory Wealth Management LLC (52,837 shares), LPL Financial LLC (49,154 shares), MORGAN STANLEY (43,968 shares), WELLS FARGO & COMPANY/MN (41,068 shares), and Steward Partners Investment Advisory, LLC (30,081 shares).
This table shows the top 48 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.