Institutional Ownership Pimco ETF Tr 15+ Yr Us Tips In (LTPZ)
This table provides information about the institutional ownership of Pimco ETF Tr 15+ Yr Us Tips In (LTPZ). We have compiled data on the 92 institutions that hold shares in the stock, with a total of 5.13 Million shares, which have been reported (via 13F filing form) to have a value of $272 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
961,343
shares
|
$50.8 Million
1.15% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
670,568
shares
|
$35.5 Million
0.77% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
472,036
shares
|
$25 Million
0.01% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
346,475
shares
|
$18.3 Million
0.0% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
278,700
shares
|
$14.7 Million
8.34% of portfolio
|
Q2 2025
Added 36.79%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
263,811
shares
|
$14 Million
5.77% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
190,860
shares
|
$10.1 Million
4.54% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
174,669
shares
|
$9.24 Million
2.34% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
173,359
shares
|
$9.17 Million
0.82% of portfolio
|
Q3 2025
Added 7.1%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
129,975
shares
|
$6.87 Million
0.94% of portfolio
|
Q3 2025
Added 100.63%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
126,547
shares
|
$6.69 Million
1.96% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
111,547
shares
|
$5.9 Million
2.81% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
71,186
shares
|
$3.77 Million
0.0% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
66,727
shares
|
$3.53 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
61,085
shares
|
$3.23 Million
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
56,325
shares
|
$2.98 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
56,058
shares
|
$2.96 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
51,424
shares
|
$2.72 Million
2.12% of portfolio
|
Q2 2025
Added 53.65%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
49,639
shares
|
$2.63 Million
0.27% of portfolio
|
Q2 2025
Added 1963.99%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
48,918
shares
|
$2.59 Million
0.96% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
47,178
shares
|
$2.5 Million
2.94% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
45,118
shares
|
$2.39 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
44,830
shares
|
$2.37 Million
0.05% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
42,570
shares
|
$2.25 Million
0.0% of portfolio
|
Q2 2025
Added 35.12%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
40,240
shares
|
$2.13 Million
1.08% of portfolio
|
Q2 2025
Added 3.2%
|