Who Owns PIMCO (TIPZ)? -- Institutional Holders (2026-06-30)

Name: PIMCO (TIPZ) Institutional Holders (2026-06-30)
Creator: ko.io

41 institutions reported holding $38.2M of PIMCO (TIPZ) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($8.2M), BANK OF AMERICA CORP /DE/ ($3.8M), WELLS FARGO & COMPANY/MN ($3.6M), WealthCare Investment Partners, LLC ($3.2M), RAYMOND JAMES FINANCIAL INC ($2.9M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$8.2M	156,967	Added
2	BANK OF AMERICA CORP /DE/	$3.8M	73,113	Added
3	WELLS FARGO & COMPANY/MN	$3.6M	68,353	Added
4	WealthCare Investment Partners, LLC	$3.2M	60,818	Added
5	RAYMOND JAMES FINANCIAL INC	$2.9M	55,914	Trimmed
6	One Capital Management, LLC	$2.4M	44,568	Hold
7	MORGAN STANLEY	$2.3M	43,523	Added
8	Apex Wealth Management, LLC	$2.0M	39,158	Added
9	Royal Bank of Canada	$1.7M	32,736	Trimmed
10	Fiduciary Trust Co	$1.6M	30,000	Added
11	Hara Capital LLC	$1.1M	21,174	Trimmed
12	Steward Partners Investment Advisory, LLC	$819,791	15,668	Trimmed
13	WEDBUSH SECURITIES INC	$508,000	9,706	Trimmed
14	JANE STREET GROUP, LLC	$461,686	8,824	Trimmed
15	OSAIC HOLDINGS, INC.	$424,397	8,109	Added
16	Fairway Wealth LLC	$391,680	7,486	Added
17	Snowden Capital Advisors LLC	$375,669	7,180	Added
18	HRT FINANCIAL LP	$361,000	6,909	New
19	JONES FINANCIAL COMPANIES LLLP	$320,365	6,108	Added
20	Stratos Wealth Partners, LTD.	$278,469	5,322	New
21	NewEdge Advisors, LLC	$276,259	5,280	Hold
22	MML INVESTORS SERVICES, LLC	$262,689	5,021	Added
23	Farther Finance Advisors, LLC	$232,779	4,449	Added
24	Cetera Investment Advisers	$218,642	4,179	Trimmed
25	IFP Advisors, Inc	$165,598	3,165	Hold

Source: SEC Form 13F filings · as of 2026-06-30