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 4.73 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,372
shares
|
$342,112
0.0% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,285
shares
|
$283,751
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jul 15, 2025 Q2 2025 |
5,246
shares
|
$281,657
0.14% of portfolio
|
Q2 2025
Added 19.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,900
shares
|
$263,081
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,757
shares
|
$255,403
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
4,010
shares
|
$215,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Capital CO
|
Aug 11, 2025 Q2 2025 |
3,814
shares
|
$204,773
0.07% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,800
shares
|
$204,022
0.02% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
3,640
shares
|
$195,431
0.01% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,500
shares
|
$134,225
0.0% of portfolio
|
Q2 2025
Added 1096.17%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,000
shares
|
$107,380
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,765
shares
|
$94,762
0.0% of portfolio
|
Q2 2025
Reduced 51.18%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
1,404
shares
|
$75,380
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,144
shares
|
$61,421
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,010
shares
|
$54,226
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
871
shares
|
$46,763
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
514
shares
|
$27,596
0.03% of portfolio
|
Q1 2025
Added 292.37%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
500
shares
|
$26,845
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
187
shares
|
$10,040
0.0% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jul 14, 2025 Q2 2025 |
174
shares
|
$9,342
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
170
shares
|
$9,127
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
169
shares
|
$9,073
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
167
shares
|
$8,966
0.0% of portfolio
|
Q2 2025
Added 15.17%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
146
shares
|
$7,838
0.01% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
144
shares
|
$7,731
0.0% of portfolio
|
Q4 2023
New holding
|