Funds holding PIMCO Broad U.S. TIPS Index Ex
ISIN US72201R4039 · United States · LEI PJRCQKZRS8WNQ21UV176
- Fund holders
- 1
- Of which ETFs
- 1 0 other funds
- Value held
- 2.4M $
A single tracked fund declares this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| FundX Conservative ETF FundX Investment Trust | 44,568 | 2.4M $ | 4.90 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| FundX Conservative ETF FundX Investment Trust | 4.90 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 1 | -1 | 44,568 | -49.8 % |
| 2026Q1 | 2 | 0 | 88,694 | -41.4 % |
| 2025Q4 | 2 | 151,384 |
Institutional managers
37 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 145,267 | 7.7M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 71,587 | 3.8M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 70,060 | 3.7M $ | as of Mar 31, 2026 |
| WealthCare Investment Partners, LLC | 54,762 | 2.9M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 44,930 | 2.4M $ | as of Mar 31, 2026 |
| One Capital Management, LLC | 44,568 | 2.4M $ | as of Mar 31, 2026 |
| Apex Wealth Management, LLC | 38,671 | 2.1M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 38,624 | 2.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 30,373 | 1.6M $ | as of Mar 31, 2026 |
| Hara Capital LLC | 23,341 | 1.2M $ | as of Mar 31, 2026 |
| Fiduciary Trust Co | 20,000 | 1.1M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 18,387 | 977.1K $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 17,639 | 937.4K $ | as of Mar 31, 2026 |
| Tower Research Capital LLC (TRC) | 17,434 | 926.4K $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 13,516 | 718.2K $ | as of Mar 31, 2026 |
| WEDBUSH SECURITIES INC | 11,420 | 607 $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 10,361 | 550.6K $ | as of Mar 31, 2026 |
| Fairway Wealth LLC | 7,237 | 384.6K $ | as of Mar 31, 2026 |
| Snowden Capital Advisors LLC | 7,012 | 372.6K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 6,603 | 350.6K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 6,178 | 328.3K $ | as of Mar 31, 2026 |
| Mariner, LLC | 6,000 | 318.8K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 5,528 | 291.7K $ | as of Mar 31, 2026 |
| Farther Finance Advisors, LLC | 4,393 | 232.7K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 4,274 | 227.2K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding PIMCO Broad U.S. TIPS Index Ex". https://titelia.com/en/stocks/pimco-broad-u-s-tips-index-ex-US72201R4039