Grunnleggende statistikk
| Institusjonelle eiere | 123 total, 123 long only, 0 short only, 0 long/short - change of 3,45% MRQ |
| Gjennomsnittlig porteføljeallokering | 0.2908 % - change of −8,09% MRQ |
| Institusjonelle aksjer (Long) | 5 643 467 (ex 13D/G) - change of 0,13MM shares 1,93% MRQ |
| Institusjonell verdi (Long) | $ 299 507 USD ($1000) |
Institusjonelt eierskap og aksjonærer
PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (MX:STPZ) har 123 institusjonelle eiere og aksjonærer som har sendt inn 13D/G- eller 13F-skjemaer til Securities Exchange Commission (SEC). Disse institusjonene eier til sammen 5,643,467 aksjer. De største aksjonærene inkluderer Morgan Stanley, Bank Of America Corp /de/, Ameritas Advisory Services, LLC, Bank Of Nova Scotia, Bleakley Financial Group, LLC, Wells Fargo & Company/mn, Tiaa Trust, National Association, LPL Financial LLC, Royal Bank Of Canada, and Advisor Group Holdings, Inc. .
PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (BMV:STPZ) institusjonell eierstruktur viser nåværende posisjoner i selskapet fordelt på institusjoner og fond, samt de siste endringene i posisjonsstørrelse. De største aksjonærene kan være individuelle investorer, verdipapirfond, hedgefond eller institusjoner. Schedule 13D indikerer at investoren eier (eller har eid) mer enn 5 % av selskapet og har til hensikt (eller hadde til hensikt) å aktivt forfølge en endring i forretningsstrategien. Schedule 13G indikerer en passiv investering på over 5 %.
Fondssentiment-score
Fondssentiment Score (også kjent som akkumulering av eierskap poengsum) viser hvilke aksjer som er mest kjøpt av fond. Den er resultatet av en sofistikert, kvantitativ flerfaktormodell som identifiserer selskaper med de høyeste nivåene av institusjonell akkumulering. Beregningsmodellen for poeng bruker en kombinasjon av den totale økningen i antall offentliggjorte eiere, endringer i porteføljeallokeringen til disse eierne og andre beregninger. Tallet går fra 0 til 100, der høyere tall indikerer en høyere grad av akkumulering i forhold til sammenlignbare selskaper, der 50 er gjennomsnittet.
Oppdateringsfrekvens: Daglig
Sjekk ut Ownership Explorer, som inneholder en liste over de høyest rangerte selskapene.
13F- og NPORT-arkiveringer
Detaljer om 13F-arkiveringer er gratis. Detaljer om NP-arkiveringer krever et premium-medlemskap. Grønne rader indikerer nye posisjoner. Røde rader indikerer lukkede posisjoner. Klikk på lenke ikonet for å se hele transaksjonshistorikken.
Oppgrader
for å låse opp premiedata og eksportere til Excel. 
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| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Fiduciary Trust Co | 17 638 | 0,00 | 949 | −0,32 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 847 | 134,39 | 99 | 135,71 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 89 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 26 335 | 1 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 350 | 0,00 | 19 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10 831 | −23,98 | 583 | −24,12 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 952 | −1,96 | 266 | −2,21 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 13 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 64 424 | −0,00 | 3 467 | −0,40 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 8 924 | 0,00 | 480 | −0,41 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 33 473 | 7,52 | 1 801 | 10,63 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 198 | 1,54 | 11 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 93 032 | 1,50 | 5 006 | 1,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16 370 | −14,11 | 881 | −14,48 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 40 636 | 5,51 | 2 187 | 5,10 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 91 946 | −11,81 | 4 948 | −12,15 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 66 065 | −1,63 | 3 555 | −2,04 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26 223 | −56,15 | 1 411 | −56,32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 39 983 | −11,24 | 2 151 | −11,59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 51 305 | 2 761 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 135 559 | 2,74 | 7 305 | 2,35 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 108 503 | 52,07 | 5 839 | 51,48 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 5 067 | −6,87 | 273 | −7,17 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18 046 | −63,59 | 971 | −63,73 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 17 351 | 1,66 | 934 | 1,30 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 26 311 | 1 416 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 816 | 1,21 | 1 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 645 | 0,00 | 35 | 0,00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 10 300 | −6,91 | 554 | −7,20 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 427 690 | −12,04 | 23 014 | −12,38 | ||||
| 2025-07-15 | 13F | Maseco Llp | 1 115 | 60 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 8 555 | 14,96 | 460 | 14,71 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 16 712 | 0,00 | 899 | −0,33 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15 708 | 35,27 | 845 | 34,77 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 8 294 | −5,19 | 446 | −5,51 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 24 255 | 2,24 | 1 305 | 1,87 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 150 | 0,00 | 277 | −0,36 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 10 655 | 0,00 | 573 | −0,35 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 19 930 | 16,05 | 1 | |||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 20 675 | 0,00 | 1 113 | −0,36 | ||||
| 2025-08-13 | 13F | Hudson Portfolio Management LLC | 30 043 | 0,00 | 1 617 | −0,37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 77 732 | 4 183 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 235 953 | −15,12 | 12 697 | −15,45 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 384 | 34,50 | 74 | 39,62 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 362 | 19 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 202 493 | 10,79 | 10 896 | 10,37 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 800 | −82,22 | 43 | −82,30 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90 694 | 229,96 | 4 880 | 228,84 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 5 726 | −25,93 | 307 | −26,27 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 34 | 0,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 413 | 0,00 | 22 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 472 309 | −9,11 | 25 415 | −9,47 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 572 | 1,42 | 31 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 22 203 | 0,14 | 1 195 | −0,25 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 6 306 | 0,00 | 339 | −0,29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 34 885 | −0,25 | 1 877 | −0,64 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 4 911 | 0,51 | 264 | 0,38 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 888 | 0,26 | 209 | 0,00 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 477 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 256 934 | 0,95 | 13 826 | 0,56 | ||||
| 2025-05-15 | 13F | Archetype Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 15 052 | 0,00 | 810 | −0,49 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 89 286 | 1,45 | 4 804 | 1,05 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 9 912 | −9,54 | 533 | −9,81 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 338 | −38,43 | 18 | −37,93 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 5 074 | 0,00 | 273 | −0,36 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 1 097 | 0,00 | 59 | −1,69 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3 | −95,52 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 4 356 | −0,41 | 234 | −0,43 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 722 | 0,00 | 523 | −0,38 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 48 204 | 2 594 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 119 880 | 6 451 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 174 277 | −15,08 | 9 377 | −15,41 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 082 | −74,56 | 0 | |||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 73 | 0,00 | 4 | 0,00 | ||||
| 2025-05-14 | 13F | Gould Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 43 302 | 2 330 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 36 013 | 0,71 | 1 938 | 0,31 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 13 591 | 731 | ||||||
| 2025-05-14 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 19 907 | 5,93 | 1 071 | 5,52 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 35 679 | −4,51 | 1 920 | −4,91 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 65 | 0,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 131 359 | −4,03 | 7 068 | −4,40 | ||||
| 2025-04-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 8 405 | 13,50 | 452 | 13,00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 10 084 | 0,00 | 543 | −0,37 | ||||
| 2025-05-05 | 13F | Allianz Asset Management GmbH | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 376 | 31,52 | 181 | 31,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 63 663 | −2,14 | 3 426 | −2,53 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 5 108 | 0,00 | 275 | −0,36 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3 965 | 213 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 11 190 | −3,84 | 602 | −4,14 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 82 | −1,20 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 407 364 | −13,99 | 21 919 | −14,31 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 4 070 | 219 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 262 949 | −2,06 | 14 149 | −2,44 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 1 440 | −98,88 | 78 | −98,86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 66 349 | 41,56 | 3 570 | 41,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 312 | −67,09 | 17 | −68,00 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 85 614 | −1,18 | 4 607 | −1,56 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3 646 | 0,00 | 196 | 0,00 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 200 | 11 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 4 223 | 223 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 65 | −74,71 | 4 | −76,92 | ||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 380 | 0,00 | 20 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5 601 | 0,00 | 301 | −0,33 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 848 | 102,20 | 584 | 101,73 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 23 996 | −3,03 | 1 291 | −3,37 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 4 643 | −2,70 | 250 | −3,11 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 499 | 6,18 | 1 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11 678 | 0,00 | 628 | −0,32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 47 898 | 146,83 | 2 577 | 145,90 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 103 875 | 5 590 | ||||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 4 150 | 0,00 | 223 | −0,45 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 89 | −50,00 | 5 | −55,56 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 7 483 | 0,00 | 403 | −0,50 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 6 330 | 0,00 | 341 | −0,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 542 | −2,89 | 244 | −3,17 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 4 327 | −34,44 | 0 | |||||
| 2025-05-02 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 2 528 | 341,19 | 136 | 353,33 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 984 | 1,28 | 107 | 0,95 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 200 | 0,00 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 33 125 | −0,40 | 1 782 | −0,78 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 74 595 | 77,03 | 4 014 | 76,32 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 312 | 0,00 | 17 | 0,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 641 352 | −1,41 | 34 511 | −1,79 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 5 565 | 2,07 | 299 | 1,70 |
Other Listings
| US:STPZ | USD 54,33 |
