Grundläggande statistik
Institutionella ägare | 123 total, 123 long only, 0 short only, 0 long/short - change of 3,45% MRQ |
Genomsnittlig portföljallokering | 0.2908 % - change of −8,09% MRQ |
Institutionella aktier (lång) | 5 643 467 (ex 13D/G) - change of 0,13MM shares 1,93% MRQ |
Institutionellt värde (lång) | $ 299 507 USD ($1000) |
Institutionellt ägande och aktieägare
PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (MX:STPZ) har 123 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 5,643,467 aktier. Största aktieägare inkluderar 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) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
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 | 54,29 US$ |