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 |
|---|---|---|---|---|---|
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
7,280
shares
|
$387,004
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
7,090
shares
|
$376,904
0.01% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
6,372
shares
|
$338,735
0.0% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
5,285
shares
|
$280,950
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 20, 2025 Q3 2025 |
5,250
shares
|
$279,090
0.12% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,900
shares
|
$260,483
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,757
shares
|
$252,882
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
4,010
shares
|
$213,171
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
3,800
shares
|
$202,008
0.02% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
3,800
shares
|
$202,008
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
3,771
shares
|
$200,466
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,640
shares
|
$193,502
0.01% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
2,500
shares
|
$132,900
0.0% of portfolio
|
Q2 2025
Added 1096.17%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
2,210
shares
|
$117,483
0.12% of portfolio
|
Q3 2025
Added 93.18%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,000
shares
|
$106,320
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
1,765
shares
|
$93,827
0.0% of portfolio
|
Q2 2025
Reduced 51.18%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,404
shares
|
$74,636
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,398
shares
|
$74,317
0.0% of portfolio
|
Q3 2025
Reduced 83.04%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,010
shares
|
$53,691
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
871
shares
|
$46,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
541
shares
|
$28,759
0.03% of portfolio
|
Q3 2025
Added 1.88%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
501
shares
|
$26,633
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
501
shares
|
$26,633
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
187
shares
|
$9,940
0.0% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
169
shares
|
$8,984
0.0% of portfolio
|
Q1 2025
Added 0.6%
|