Estatísticas Básicas
| Proprietários Institucionais | 122 total, 122 long only, 0 short only, 0 long/short - change of 3.45% MRQ |
| Alocação Média no Portfólio | 0.2908 % - change of -8.09% MRQ |
| Ações Institucionais (Longas) | 5,412,157 (ex 13D/G) - change of 0.13MM shares 1.93% MRQ |
| Valor Institucional (Longa) | $ 283,428 USD ($1000) |
Propriedade Institucional e Acionistas
PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (MX:STPZ) tem 122 proprietários e acionistas institucionais que enviaram os formulários 13D/G ou 13F para a Comissão de Valores Mobiliários (SEC). Essas instituições possuem um total de 5,412,157 ações. Os maiores acionistas incluem Bank Of America Corp /de/, Morgan Stanley, Ameritas Advisory Services, LLC, Bank Of Nova Scotia, Eagle Strategies LLC, Bleakley Financial Group, LLC, Wells Fargo & Company/mn, Tiaa Trust, National Association, LPL Financial LLC, and Goldman Sachs Group Inc .
PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (BMV:STPZ) a estrutura de propriedade institucional mostra as posições atuais na empresa por instituições e fundos, bem como as últimas mudanças no tamanho da posição. Os principais acionistas podem incluir investidores individuais, fundos mútuos, fundos de cobertura ou instituições. O Schedule 13D indica que o investidor possui (ou possuía) mais de 5% da empresa e pretende (ou pretendia) buscar ativamente uma mudança na estratégia de negócios. O Schedule 13G indica um investimento passivo de mais de 5%.
Pontuação do Sentimento do Fundo
A Pontuação do Sentimento do Fundo (anteriormente conhecida como Pontuação de Acumulação de Propriedade) identifica as ações que estão sendo mais compradas pelos fundos. É o resultado de um modelo quantitativo sofisticado e multifatorial que identifica empresas com os maiores níveis de acumulação institucional. O modelo de pontuação utiliza uma combinação do aumento total em proprietários divulgados, as mudanças nas alocações de portfólio desses proprietários e outras métricas. O número varia de 0 a 100, com números mais altos indicando um nível maior de acumulação em relação aos seus pares, sendo 50 a média.
Frequência de Atualização: Diariamente
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Arquivamentos 13F e NPORT
Detalhes sobre Formulários 13F são gratuitos. Detalhes sobre Formulários NP requerem uma assinatura premium. Linhas verdes indicam novas posições. Linhas vermelhas indicam posições fechadas. Clique no ícone de link para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-08 | 13F | Signet Financial Management, Llc | 4,286 | -5.30 | 230 | -6.53 | ||||
| 2026-01-09 | 13F | Diversified Trust Co | 6,330 | 0.00 | 340 | -0.88 | ||||
| 2026-01-21 | 13F | Mezzasalma Advisors, LLC | 5,774 | 310 | ||||||
| 2026-01-27 | 13F | Fiduciary Advisors, Inc. | 202 | 1.00 | 11 | 0.00 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 288 | 14 | ||||||
| 2026-01-16 | 13F | CogentBlue Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 2,513 | -0.51 | 135 | -1.47 | ||||
| 2025-10-30 | 13F | Ridgewood Investments LLC | 0 | -100.00 | 0 | |||||
| 2026-02-04 | 13F | Midwest Trust Co | 4,100 | 220 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 32 | 0.00 | 2 | 0.00 | ||||
| 2026-02-05 | 13F | Td Private Client Wealth Llc | 18,229 | 4.61 | 978 | 3.60 | ||||
| 2026-01-21 | 13F | Apella Capital, LLC | 3,989 | -3.95 | 214 | -4.89 | ||||
| 2026-02-17 | 13F | Dimension Capital Management Llc | 7,483 | 0.00 | 402 | -0.99 | ||||
| 2026-02-04 | 13F | Dogwood Wealth Management LLC | 1,097 | 0.00 | 59 | -1.69 | ||||
| 2026-02-13 | 13F | Hudson Portfolio Management LLC | 34,211 | 7.97 | 1,836 | 6.93 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 8,622 | -1.02 | 463 | -1.91 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 250,533 | 0.01 | 13,444 | -0.94 | ||||
| 2026-01-20 | 13F | Ascent Group, LLC | 16,477 | 884 | ||||||
| 2026-02-17 | 13F | Creative Planning | 16,986 | 911 | ||||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 800 | 0.00 | 43 | 2.38 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 886 | 48 | ||||||
| 2026-02-09 | 13F | Bleakley Financial Group, LLC | 254,517 | -2.26 | 13,657 | -3.19 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-02 | 13F | Breakwater Investment Management | 8,219 | 0.00 | 441 | -0.90 | ||||
| 2026-02-17 | 13F | Lantern Wealth Advisors, LLC | 42,885 | 31.91 | 2,301 | 30.66 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 583 | 0.87 | 31 | 0.00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 14,094 | 0.72 | 756 | -0.26 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 284 | 15 | ||||||
| 2026-02-13 | 13F | Sofos Investments, Inc. | 65 | 0.00 | 3 | 0.00 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 19,499 | 0.00 | 1,046 | -0.95 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 5,600 | -71.74 | 303 | -71.59 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 200 | 11 | ||||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 127,875 | 8.74 | 6,862 | 7.69 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 129,948 | 0.30 | 6,984 | -0.64 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | Essential Planning, LLC. | 20,776 | -0.63 | 1,115 | -1.59 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 56,468 | -22.22 | 3,030 | -22.96 | ||||
| 2025-12-29 | 13F | Cape Investment Advisory, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Archetype Wealth Partners | 4,275 | 0.02 | 0 | |||||
| 2026-02-12 | 13F | Federation des caisses Desjardins du Quebec | 323 | 0.00 | 17 | 0.00 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 6,808 | -28.16 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 7,854 | 58.96 | 421 | 57.68 | ||||
| 2026-01-20 | 13F | Semitam Bonam Llc | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | NorthRock Partners, LLC | 7,844 | 421 | ||||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 266,313 | 6.45 | 14,290 | 5.44 | ||||
| 2026-01-22 | 13F | Maseco Llp | 1,115 | 0.00 | 60 | -1.67 | ||||
| 2026-01-26 | 13F | Courage Miller Partners, LLC | 10,084 | -0.03 | 541 | -0.92 | ||||
| 2026-02-13 | 13F | Gould Asset Management Llc /ca/ | 10,110 | -1.84 | 543 | -2.87 | ||||
| 2026-02-10 | 13F | KERR FINANCIAL PLANNING Corp | 906 | 100.44 | 49 | 100.00 | ||||
| 2026-01-22 | 13F | Iron Financial, LLC | 5,498 | 0.60 | 295 | -0.34 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 421 | -0.47 | 23 | -43.59 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,029 | -14.18 | 55 | -14.06 | ||||
| 2026-02-06 | 13F | Delap Wealth Advisory, Llc | 4,280 | -16.21 | 230 | -17.03 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 88,014 | 1.70 | 4,723 | 0.73 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 89 | 0.00 | 5 | 0.00 | ||||
| 2026-02-13 | 13F | Bank Of Nova Scotia | 274,896 | -23.54 | 14,750 | -24.27 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 10,655 | 0.00 | 577 | 0.88 | ||||
| 2026-02-17 | 13F | Vertex Planning Partners, LLC | 8,225 | -2.88 | 441 | -3.71 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 27,947 | 268.01 | 1,500 | 264.72 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 5,802 | 3.59 | 311 | 2.64 | ||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Fiduciary Trust Co | 17,638 | 0.00 | 946 | -0.94 | ||||
| 2026-02-06 | 13F | Lutz Financial Services LLC | 78,868 | -7.88 | 4,232 | -8.75 | ||||
| 2026-01-23 | 13F | Natural Investments, Llc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Marathon Strategic Advisors, LLC | 4,964 | -0.60 | 269 | 0.37 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 133,509 | 1.08 | 7,163 | 0.08 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 44,593 | -8.12 | 2,393 | -9.01 | ||||
| 2025-11-10 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 207 | 0.00 | 11 | 0.00 | ||||
| 2025-11-10 | 13F | Efficient Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | Assetmark, Inc | 13 | 0.00 | 1 | |||||
| 2026-02-10 | 13F | Cherry Tree Wealth Management, LLC | 13,279 | 14.07 | 713 | 13.02 | ||||
| 2026-02-11 | 13F | Tiaa Trust, National Association | 220,523 | -5.50 | 11,833 | -6.40 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 513,365 | -11.02 | 27,547 | -11.87 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4,150 | 0.00 | 223 | -0.89 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 364,904 | 19,581 | ||||||
| 2026-01-20 | 13F | Princeton Global Asset Management LLC | 312 | 0.00 | 17 | 0.00 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 64,130 | 2.45 | 3,441 | 1.47 | ||||
| 2025-11-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 27,607 | 114.76 | 1,481 | 112.79 | ||||
| 2026-02-02 | 13F | Montag A & Associates Inc | 9,385 | 505 | ||||||
| 2026-01-23 | 13F | Arbor Investment Advisors, LLC | 94,534 | 6.53 | 5,073 | 5.51 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 28,000 | -10.49 | 1,515 | -9.77 | ||||
| 2025-11-12 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 63,400 | 11.31 | 3,402 | 10.28 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 30,280 | 51.58 | 1,625 | 162,300.00 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 11,480 | -5.46 | 616 | -6.24 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
| 2026-01-09 | 13F | Breakwater Capital Group | 5,289 | 284 | ||||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100.00 | 0 | |||||
| 2026-01-28 | 13F | Alesco Advisors Llc | 16,710 | -0.02 | 897 | -0.99 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 36,579 | 0.64 | 1,963 | -0.36 | ||||
| 2026-01-22 | 13F | Harwood Advisory Group, LLC | 82 | 0.00 | 4 | 0.00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 91,777 | 373.69 | 5 | 300.00 | ||||
| 2025-11-05 | 13F | Burt Wealth Advisors | 15,052 | 0.00 | 815 | 0.74 | ||||
| 2026-01-29 | 13F | UBS Group AG | 41,412 | 2.07 | 2,222 | 1.09 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4,150 | 225 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 9,746 | 523 | ||||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 16,370 | 0.00 | 878 | -0.90 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 41,369 | 2.34 | 2,220 | 1.32 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 9,664 | -7.00 | 519 | -7.83 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 4,554 | 244 | ||||||
| 2025-11-14 | 13F | Strategic Wealth Partners, Ltd. | 362 | 0.00 | 20 | 0.00 | ||||
| 2026-02-20 | 13F | Cambient Family Office, Llc | 3,721 | 200 | ||||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 6,306 | 0.00 | 341 | 0.89 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 5,335 | -13.67 | 286 | -14.37 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 76 | 0.00 | 4 | 0.00 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 37,319 | 2,003 | ||||||
| 2026-02-17 | 13F | Fmr Llc | 3 | -40.00 | 0 | |||||
| 2025-11-04 | 13F | Garrison Bradford & Associates Inc | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | LPL Financial LLC | 202,586 | -12.34 | 10,871 | -13.18 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 645 | 0.00 | 35 | 0.00 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 63,298 | -43.88 | 3,397 | -44.42 | ||||
| 2026-02-10 | 13F | Western Reserve Capital Management, LLC | 4,118 | 221 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 1,963 | -1.95 | 105 | -2.78 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 11,400 | 612 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 68,120 | 114.33 | 3,655 | 112.38 | ||||
| 2026-01-12 | 13F | KWB Wealth | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | Detalus Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | Cwm, Llc | 2,379 | -3.17 | 0 | |||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 156,514 | 60.27 | 8,399 | 58.75 | ||||
| 2025-11-13 | 13F | Herold Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 6,579 | 34.79 | 353 | 33.71 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 92,897 | 134.29 | 4,985 | 132.03 | ||||
| 2026-02-17 | 13F | Pinnacle Financial Partners, Inc. | 5,150 | 276 | ||||||
| 2026-01-26 | 13F | Kelman-Lazarov, Inc. | 135,060 | 1.72 | 7,247 | 0.75 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 89,326 | 5.92 | 4,793 | 4.93 | ||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 5,134 | 0.00 | 278 | 0.73 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1,685 | -34.77 | 90 | -35.25 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 4,542 | 0.00 | 244 | -1.22 | ||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Destination Wealth Management | 19,825 | -31.78 | 1,064 | -32.47 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 12,666 | 16.42 | 680 | 15.28 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 550,845 | 9.00 | 29,558 | 7.96 | ||||
| 2026-01-22 | 13F | Pinnacle Bancorp, Inc. | 380 | 0.00 | 20 | 0.00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 26,640 | 1,248.18 | 1,430 | 1,235.51 | ||||
| 2025-11-07 | 13F | Synovus Financial Corp | 5,150 | 0.00 | 279 | 0.72 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 22,200 | 1.76 | 1 | -99.92 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 11,687 | 3.44 | 627 | 2.45 | ||||
| 2026-02-12 | 13F | Summit Financial, LLC | 20,073 | -7.37 | 1,081 | -8.01 | ||||
| 2026-02-12 | 13F | Gallagher Capital Advisors, LLC | 13,939 | 597 | ||||||
| 2025-10-16 | 13F | Columbus Macro, LLC | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 |
Other Listings
| US:STPZ | US$ 54,31 |
