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

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$117M +$60.6M +1,160,164 +104%
HighTower Advisors
2
HighTower Advisors
Illinois
$35.8M +$18M +344,251 +99%
TF
3
TIAA FSB
Florida
$23.5M -$972K -18,597 -4%
Stifel Financial
4
Stifel Financial
Missouri
$20.2M -$2.57M -49,181 -11%
BCI
5
Brinker Capital Investments
Pennsylvania
$15.2M -$3.19M -61,103 -17%
Bank of America
6
Bank of America
North Carolina
$15M -$6.58M -125,919 -30%
GA
7
Gateway Advisory
New Jersey
$14M +$27.4K +524 +0.2%
Truist Financial
8
Truist Financial
North Carolina
$12M +$1.37M +26,269 +13%
Jane Street
9
Jane Street
New York
$10.9M +$7.39M +141,319 +202%
PAG
10
Private Advisor Group
New Jersey
$10.9M -$379K -7,249 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$10.6M +$2.31M +44,117 +27%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$10.3M +$305K +5,844 +3%
PA
13
Parkside Advisors
California
$8.72M -$1.03M -19,731 -10%
LPL Financial
14
LPL Financial
California
$4.57M +$197K +3,771 +4%
APA
15
American Portfolios Advisors
New York
$4.52M +$2.57M +49,255 +129%
AA
16
Alesco Advisors
New York
$4.23M -$2.92M -55,875 -41%
SPC
17
Sigma Planning Corp
Michigan
$4M +$176K +3,374 +5%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.64M -$29K -554 -0.8%
Wells Fargo
19
Wells Fargo
California
$3.62M -$322K -6,155 -8%
AC
20
Abbrea Capital
California
$3.53M – – –
Citadel Advisors
21
Citadel Advisors
Florida
$3.53M +$2.15M +41,106 +151%
RJA
22
Raymond James & Associates
Florida
$2.88M +$220K +4,200 +8%
AA
23
Ancora Advisors
Ohio
$1.95M +$523K +10,000 +36%
BP
24
Ballentine Partners
Massachusetts
$1.46M -$336K -6,437 -19%
AIA
25
Arbor Investment Advisors
North Carolina
$1.44M -$333K -6,368 -19%
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