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 97 institutions that hold shares in the stock, with a total of 5.69 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
5,903
shares
|
$320,414
0.03% of portfolio
|
Q4 2024
Added 490.3%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
5,268
shares
|
$285,947
0.02% of portfolio
|
Q4 2024
Reduced 99.07%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,064
shares
|
$274,873
0.0% of portfolio
|
Q4 2024
Added 159.83%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
5,000
shares
|
$271,400
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,900
shares
|
$265,972
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,730
shares
|
$256,744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
4,392
shares
|
$238,397
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
4,060
shares
|
$220,376
0.09% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,004
shares
|
$217,337
0.01% of portfolio
|
Q4 2024
Reduced 9.21%
|
|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Feb 26, 2025 Q4 2024 |
3,853
shares
|
$209,140
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
3,800
shares
|
$206,264
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,670
shares
|
$199,207
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,640
shares
|
$197,579
0.01% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,191
shares
|
$118,927
0.0% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,000
shares
|
$108,560
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,490
shares
|
$80,877
0.0% of portfolio
|
Q4 2024
Added 9212.5%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
871
shares
|
$47,277
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
821
shares
|
$44,563
0.0% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
593
shares
|
$32,188
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Feb 26, 2025 Q4 2024 |
542
shares
|
$29,419
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
360
shares
|
$19,540
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
350
shares
|
$18,998
0.0% of portfolio
|
Q4 2024
Added 43.44%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
258
shares
|
$14,004
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
209
shares
|
$11,344
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
170
shares
|
$9,227
0.01% of portfolio
|
Q4 2020
New holding
|