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PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
TIAA CREF Trust
1
TIAA CREF Trust
Missouri
USD 134 M +USD 8.79 M +170,189 +7%
Valmark Advisers
2
Valmark Advisers
Ohio
USD 101 M -USD 2.45 M -47,374 -2%
Morgan Stanley
3
Morgan Stanley
New York
USD 100 M -USD 3.25 M -62,911 -3%
SEI Investments
4
SEI Investments
Pennsylvania
USD 47.2 M +USD 6.24 M +120,767 +15%
Wells Fargo
5
Wells Fargo
California
USD 40 M +USD 4.67 M +90,522 +13%
MIS
6
Morningstar Investment Services
Illinois
USD 36 M -USD 1.79 M -34,710 -5%
Brinker Capital Investments
7
Brinker Capital Investments
Pennsylvania
USD 26.9 M +USD 1.31 M +25,348 +5%
Destination Wealth Management
8
Destination Wealth Management
California
USD 25.5 M – – –
LPL Financial
9
LPL Financial
California
USD 20.8 M -USD 3.05 M -59,078 -13%
Zions Bancorporation
10
Zions Bancorporation
Utah
USD 17.2 M -USD 1.09 M -21,078 -6%
Bank of America
11
Bank of America
North Carolina
USD 12.5 M +USD 1.04 M +20,237 +9%
PA
12
Parkside Advisors
California
USD 12 M +USD 112 k +2,171 +1%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
USD 10.3 M +USD 685 k +13,263 +7%
UBS Group
14
UBS Group
Switzerland
USD 7.77 M +USD 26.5 k +514 +0.3%
Planning Alternatives
15
Planning Alternatives
Michigan
USD 7.7 M -USD 320 k -6,193 -4%
BlackRock
16
BlackRock
New York
USD 6.95 M +USD 183 k +3,541 +3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
USD 6.14 M -USD 1.73 M -33,449 -22%
Suntrust Banks
18
Suntrust Banks
Georgia
USD 5.81 M -USD 579 k -11,207 -9%
Jane Street
19
Jane Street
New York
USD 5.11 M +USD 5.04 M +97,627 Nuevas
CMP
20
Courage Miller Partners
Virginia
USD 4.08 M -USD 37.7 k -730 -0.9%
LYV
21
Live Your Vision
Pennsylvania
USD 3.91 M -USD 58.9 k -1,141 -2%
Venturi Wealth Management
22
Venturi Wealth Management
Texas
USD 3.33 M +USD 373 k +7,232 +13%
Boston Standard Wealth Management
23
Boston Standard Wealth Management
Massachusetts
USD 3.22 M -USD 385 k -7,460 -11%
Sigma Planning Corp
24
Sigma Planning Corp
Michigan
USD 2.96 M +USD 41.4 k +801 +1%
Arbor Investment Advisors
25
Arbor Investment Advisors
North Carolina
USD 2.76 M -USD 841 k -16,296 -24%
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