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 5.76 Million shares, which have been reported (via 13F filing form) to have a value of $292 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
|
$54.5 Million
1.54% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Gen Trust, LLC
|
Apr 23, 2025 Q1 2025 |
629,202
shares
|
$31.9 Million
1.68% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
537,475
shares
|
$27.3 Million
0.73% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
439,676
shares
|
$22.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
416,481
shares
|
$21.1 Million
4.58% of portfolio
|
Q1 2025
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
311,671
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2025
Added 11.7%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
285,894
shares
|
$14.5 Million
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
May 13, 2025 Q1 2025 |
219,752
shares
|
$11.1 Million
5.44% of portfolio
|
Q1 2025
Added 50.31%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
May 12, 2025 Q1 2025 |
203,742
shares
|
$10.3 Million
7.37% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
166,455
shares
|
$8.44 Million
1.11% of portfolio
|
Q1 2025
Added 11.52%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
143,482
shares
|
$7.28 Million
1.57% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
115,827
shares
|
$5.87 Million
3.41% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
98,074
shares
|
$4.97 Million
3.03% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
85,220
shares
|
$4.32 Million
0.0% of portfolio
|
Q1 2025
Added 1582.86%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
66,607
shares
|
$3.38 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
|
$3.07 Million
0.0% of portfolio
|
Q1 2025
Added 135.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
59,924
shares
|
$3.04 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
|
$2.86 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Apr 21, 2025 Q1 2025 |
51,551
shares
|
$2.61 Million
2.06% of portfolio
|
Q1 2025
Added 14.64%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
May 12, 2025 Q1 2025 |
47,541
shares
|
$2.41 Million
0.96% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Apr 14, 2025 Q1 2025 |
46,290
shares
|
$2.35 Million
2.29% of portfolio
|
Q1 2025
Reduced 24.96%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
42,300
shares
|
$2.15 Million
0.06% of portfolio
|
Q1 2025
Added 30.96%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
40,112
shares
|
$2.03 Million
0.02% of portfolio
|
Q1 2025
Reduced 82.44%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Apr 17, 2025 Q1 2025 |
38,994
shares
|
$1.98 Million
1.14% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
May 12, 2025 Q1 2025 |
33,469
shares
|
$1.7 Million
1.46% of portfolio
|
Q1 2025
Added 2.1%
|