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 90 institutions that hold shares in the stock, with a total of 5.65 Million shares, which have been reported (via 13F filing form) to have a value of $293 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
1,074,833
shares
|
$55.8 Million
1.54% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
629,202
shares
|
$32.7 Million
1.68% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
537,475
shares
|
$27.9 Million
0.73% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
439,676
shares
|
$22.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
311,671
shares
|
$16.2 Million
0.0% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
285,894
shares
|
$14.8 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
219,752
shares
|
$11.4 Million
5.44% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
203,742
shares
|
$10.6 Million
7.37% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
161,861
shares
|
$8.4 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
131,430
shares
|
$6.82 Million
2.06% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
115,827
shares
|
$6.01 Million
3.41% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
103,904
shares
|
$5.39 Million
2.84% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
66,607
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.34%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
60,542
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Added 135.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
59,924
shares
|
$3.11 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
56,325
shares
|
$2.92 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
47,684
shares
|
$2.48 Million
2.41% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
47,541
shares
|
$2.47 Million
0.96% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
42,300
shares
|
$2.2 Million
0.06% of portfolio
|
Q1 2025
Added 30.96%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
40,240
shares
|
$2.09 Million
1.08% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
40,112
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
Reduced 82.44%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
33,469
shares
|
$1.74 Million
1.46% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
32,991
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 5.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
31,505
shares
|
$1.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Wealthsimple Inc.
Toronto, A6 |
Nov 08, 2022 Q3 2022 |
26,915
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2022
Added 2.9%
|