Statistici de bază
| Proprietari instituționali | 117 total, 117 long only, 0 short only, 0 long/short - change of 3,45% MRQ |
| Alocarea medie a portofoliului | 0.2908 % - change of -8,09% MRQ |
| Acțiuni instituționale (lung) | 5.394.447 (ex 13D/G) - change of 0,13MM shares 1,93% MRQ |
| Valoare instituțională (lungă) | $ 290.352 USD ($1000) |
Proprietatea instituțională și acționarii
PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (MX:STPZ) are 117 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 5,394,447 acțiuni. Cei mai mari acționari includ 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, LPL Financial LLC, Goldman Sachs Group Inc, and Royal Bank Of Canada .
PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (BMV:STPZ) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.
Scorul de sentiment al fondului
Scorul de sentiment al fondului (fka Ownership Accumulation Score) găsește acțiunile care sunt cele mai cumpărate de fonduri. Este rezultatul unui model cantitativ sofisticat, multifactorial, care identifică companiile cu cele mai înalte niveluri de acumulare instituțională. Modelul de scoring utilizează o combinație între creșterea totală a proprietarilor dezvăluiți, modificările alocărilor de portofoliu în acești proprietari și alte valori. Numărul variază de la 0 la 100, numerele mai mari indicând un nivel mai ridicat de acumulare pentru semenii săi, iar 50 fiind media.
Frecvența actualizării: zilnic
Consultați Ownership Explorer, care oferă o listă a companiilor cu cel mai înalt rang.
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Depuneri 13F și NPORT
Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
Actualizare
pentru a debloca date premium și a exporta în Excel 
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Alesco Advisors Llc | 16.710 | 0,00 | 904 | 0,89 | ||||
| 2026-01-16 | 13F | CogentBlue Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Strategic Wealth Partners, Ltd. | 353 | -2,22 | 19 | 0,00 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 11.400 | 0,00 | 617 | 0,82 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2.513 | -0,51 | 135 | -1,47 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 32 | 0,00 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 5 | 0 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 42.768 | 3,27 | 2.314 | 4,14 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 27.188 | -2,72 | 1.471 | -1,87 | ||||
| 2026-05-04 | 13F | Lutz Financial Services LLC | 76.584 | -2,90 | 4.144 | -2,10 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 134.563 | 5,23 | 7.281 | 6,11 | ||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 154 | 102,63 | 8 | 100,00 | ||||
| 2026-05-15 | 13F | Breakwater Investment Management | 8.159 | -0,73 | 441 | 0,00 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 10.300 | -10,28 | 557 | -9,58 | ||||
| 2026-04-15 | 13F | Atwood & Palmer Inc | 800 | 0,00 | 43 | 2,38 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 405 | 22 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 5.466 | -56,85 | 296 | -56,55 | ||||
| 2026-04-20 | 13F | Eagle Strategies LLC | 275.311 | 3,38 | 14.896 | 4,24 | ||||
| 2026-02-10 | 13F | One Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 4.542 | 0,00 | 246 | 0,82 | ||||
| 2026-02-17 | 13F | Perennial Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 246.427 | -1,64 | 13.333 | -0,82 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 284 | 15 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 53.245 | 2.881 | ||||||
| 2026-05-14 | 13F | Pinnacle Financial Partners, Inc. | 5.150 | 0,00 | 279 | 0,72 | ||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 5.600 | -71,74 | 303 | -71,59 | ||||
| 2026-05-14 | 13F | Hudson Portfolio Management LLC | 34.248 | 0,11 | 1.853 | 0,98 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 80.384 | -8,67 | 4.349 | -7,90 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 1.797 | -24,46 | 97 | |||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 42.116 | 12,85 | 2.279 | 13,79 | ||||
| 2026-04-29 | 13F | Montag A & Associates Inc | 9.385 | 0,00 | 508 | 0,40 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 43.535 | 1,52 | 2.356 | 2,35 | ||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 24.494 | 22,02 | 1.325 | 22,69 | ||||
| 2026-02-06 | 13F | Tortoise Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-12-29 | 13F | Cape Investment Advisory, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 65 | 0,00 | 4 | 0,00 | ||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 380 | 0,00 | 21 | 0,00 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 645 | 0,00 | 35 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2.477 | 1.096,62 | 134 | 1.118,18 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 91.469 | 2,40 | 4.949 | 3,25 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 456 | -49,67 | 25 | -50,00 | ||||
| 2026-04-24 | 13F | Courage Miller Partners, LLC | 10.084 | 0,00 | 546 | 0,74 | ||||
| 2026-01-20 | 13F | Semitam Bonam Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Western Reserve Capital Management, LLC | 4.118 | 0,00 | 223 | 0,91 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 323 | 0,00 | 17 | 0,00 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 11.723 | 0,31 | 634 | 1,12 | ||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 4.263 | -0,28 | 0 | |||||
| 2026-05-15 | 13F | Fiduciary Trust Co | 14.138 | -19,84 | 765 | -19,24 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 62.032 | 39,11 | 3.356 | 40,30 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 17.456 | 79,11 | 944 | 80,84 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 6.078 | 14,92 | 329 | 15,90 | ||||
| 2026-02-06 | 13F/A | IFP Advisors, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Midwest Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 16.941 | -0,26 | 917 | 0,55 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.029 | -14,18 | 55 | -14,06 | ||||
| 2026-05-15 | 13F | Ascent Group, LLC | 16.061 | -2,52 | 869 | -1,70 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 254.712 | 0,08 | 13.782 | 0,91 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 312 | 0,00 | 17 | 0,00 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 63.845 | -0,44 | 3.454 | 0,38 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 123.912 | -4,64 | 6.716 | -3,84 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 585 | 0,34 | 32 | 0,00 | ||||
| 2026-04-14 | 13F | HMV Wealth Advisors, LLC | 10.655 | 0,00 | 577 | 0,88 | ||||
| 2026-04-21 | 13F | Delap Wealth Advisory, Llc | 4.280 | 0,00 | 232 | 0,87 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 365.080 | 0,05 | 19.753 | 0,88 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 17.543 | -81,12 | 949 | -80,96 | ||||
| 2026-05-15 | 13F | Manufacturers Life Insurance Company, The | 12.854 | 695 | ||||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 460.160 | -10,36 | 24.898 | -9,62 | ||||
| 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 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 14.425 | -11,88 | 780 | -11,16 | ||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 15.531 | -14,80 | 840 | -14,11 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 66.687 | 3.608 | ||||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 4.150 | 0,00 | 223 | -0,89 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 646.919 | 17,44 | 35.002 | 18,42 | ||||
| 2026-04-28 | 13F | Indiana Trust & Investment Management CO | 64 | 3 | ||||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 96.423 | 2,00 | 5.217 | 2,86 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 67.081 | 5,81 | 3.630 | 6,67 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 886 | 0,00 | 48 | 0,00 | ||||
| 2026-04-16 | 13F | Diversified Trust Co | 6.000 | -5,21 | 325 | -4,42 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 26.651 | 0,04 | 1.441 | 0,77 | ||||
| 2026-04-15 | 13F | Belleair Asset Management, LLC | 28.000 | -10,49 | 1.515 | -9,77 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 21.172 | -23,31 | 1.146 | -22,69 | ||||
| 2026-04-22 | 13F | Essential Planning, LLC. | 19.698 | -5,19 | 1.066 | -4,40 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3 | 0,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Signet Financial Management, Llc | 4.240 | -1,07 | 229 | 0,00 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 19.499 | 0,00 | 1.055 | 0,86 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 30.280 | 51,58 | 1.625 | 162.300,00 | ||||
| 2026-04-20 | 13F | KFA Private Wealth Group, LLC | 8.580 | 464 | ||||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 7.827 | -0,22 | 424 | 0,71 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 62.993 | 11,56 | 3.408 | 12,48 | ||||
| 2026-01-26 | 13F | Consolidated Portfolio Review Corp | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 6.925 | 5,26 | 373 | 5,67 | ||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 202 | 0,00 | 11 | 0,00 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 13 | 0,00 | 1 | |||||
| 2026-05-01 | 13F | Harwood Advisory Group, LLC | 83 | 1,22 | 5 | 0,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 8.247 | 25,77 | 446 | 27,07 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Dogwood Wealth Management LLC | 866 | -21,06 | 47 | -20,69 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 14.272 | 81,72 | 772 | 83,37 | ||||
| 2026-05-15 | 13F | Destination Wealth Management | 21.548 | 8,69 | 1.166 | 9,60 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 4.150 | 225 | ||||||
| 2026-05-05 | 13F | Gallagher Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 8.291 | -3,84 | 449 | -3,03 | ||||
| 2026-05-05 | 13F | Cherry Tree Wealth Management, LLC | 13.219 | -0,45 | 715 | 0,42 | ||||
| 2026-04-21 | 13F | Cambient Family Office, Llc | 3.721 | 0,00 | 201 | 0,50 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 6.306 | 0,00 | 341 | 0,89 | ||||
| 2026-04-27 | 13F | Iron Financial, LLC | 5.507 | 0,16 | 298 | 0,68 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 3.953 | -0,90 | 215 | 0,00 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 10.050 | -0,59 | 544 | 0,18 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 146.747 | 9,92 | 7.940 | 10,85 | ||||
| 2026-05-15 | 13F | Vertex Planning Partners, LLC | 8.981 | 9,19 | 486 | 9,98 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 35.021 | -4,26 | 1.895 | -3,47 | ||||
| 2026-05-15 | 13F | Dimension Capital Management Llc | 7.483 | 0,00 | 405 | 0,75 | ||||
| 2026-04-21 | 13F | Maseco Llp | 793 | -28,88 | 43 | -28,81 | ||||
| 2026-04-27 | 13F | Kelman-Lazarov, Inc. | 130.364 | -3,48 | 7.054 | -2,68 | ||||
| 2026-05-14 | 13F | Bank Of Nova Scotia | 280.542 | 2,05 | 15.185 | 2,95 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 5.607 | -3,36 | 303 | -2,57 | ||||
| 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 | |||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Pines Wealth Management, LLC | 5.134 | 0,00 | 278 | 0,73 | ||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 251 | -40,38 | 14 | -40,91 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | 3EDGE Asset Management, LP | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Tiaa Trust, National Association | 117.895 | -46,54 | 6.379 | -46,10 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 9.368 | -3,06 | 507 | -2,32 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 22.200 | 1,76 | 1 | -99,92 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 175.053 | 11,84 | 9.472 | 12,78 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 217.622 | 7,42 | 11.775 | 8,32 | ||||
| 2026-05-08 | 13F | Elevation Capital Advisory, LLC | 143.984 | 7.790 | ||||||
| 2026-04-17 | 13F | Mezzasalma Advisors, LLC | 6.140 | 6,34 | 332 | 7,44 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 1.968 | 0,25 | 107 | 0,95 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 14.154 | 0,43 | 766 | 1,19 |
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| US:STPZ | 53,41 USD |
