Grundlæggende statistik
| Institutionelle ejere | 123 total, 123 long only, 0 short only, 0 long/short - change of 3,45% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2908 % - change of -8,09% MRQ |
| Institutionelle aktier (lange) | 5.643.467 (ex 13D/G) - change of 0,13MM shares 1,93% MRQ |
| Institutionel værdi (lang) | $ 299.507 USD ($1000) |
Institutionelt ejerskab og aktionærer
PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund (MX:STPZ) har 123 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 5,643,467 aktier. Største aktionærer omfatter 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) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 54,30 $ |
