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 89 institutions that hold shares in the stock, with a total of 4.7 Million shares, which have been reported (via 13F filing form) to have a value of $250 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,265,562
shares
|
$67.2 Million
1.98% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
520,192
shares
|
$27.6 Million
0.68% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
467,833
shares
|
$24.9 Million
0.0% of portfolio
|
Q3 2024
Added 128.87%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
224,601
shares
|
$11.9 Million
0.13% of portfolio
|
Q3 2024
Added 28.11%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
221,920
shares
|
$11.8 Million
0.31% of portfolio
|
Q2 2024
Added 9.42%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
202,248
shares
|
$10.7 Million
5.51% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
149,263
shares
|
$7.93 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
147,538
shares
|
$7.84 Million
1.51% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
136,380
shares
|
$7.25 Million
4.17% of portfolio
|
Q4 2024
Added 69.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
114,763
shares
|
$6.1 Million
0.0% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
102,127
shares
|
$5.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
95,261
shares
|
$5.06 Million
2.74% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
78,372
shares
|
$4.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,978
shares
|
$4.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
76,449
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2024
Added 71.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
73,982
shares
|
$3.93 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
64,330
shares
|
$3.42 Million
3.35% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
43,717
shares
|
$2.32 Million
0.99% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,672
shares
|
$2.05 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
36,758
shares
|
$1.95 Million
1.04% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
34,977
shares
|
$1.86 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
32,050
shares
|
$1.7 Million
1.45% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
31,775
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
29,529
shares
|
$1.57 Million
0.43% of portfolio
|
Q4 2024
Added 683.47%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,191
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.58%
|