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 87 institutions that hold shares in the stock, with a total of 4.72 Million shares, which have been reported (via 13F filing form) to have a value of $246 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
961,343
shares
|
$50.1 Million
1.15% of portfolio
|
Q2 2025
Reduced 10.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
554,344
shares
|
$28.9 Million
0.69% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
472,036
shares
|
$24.6 Million
0.01% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
346,475
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Aug 13, 2025 Q2 2025 |
278,700
shares
|
$14.5 Million
8.34% of portfolio
|
Q2 2025
Added 36.79%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
263,811
shares
|
$13.8 Million
5.77% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
185,581
shares
|
$9.68 Million
4.63% of portfolio
|
Q2 2025
Added 60.22%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
161,861
shares
|
$8.44 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
131,430
shares
|
$6.85 Million
2.06% of portfolio
|
Q2 2025
Reduced 8.4%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 22, 2025 Q2 2025 |
103,904
shares
|
$5.42 Million
2.84% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
71,186
shares
|
$3.71 Million
0.0% of portfolio
|
Q2 2025
Added 18.79%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
69,170
shares
|
$3.61 Million
0.03% of portfolio
|
Q2 2025
Added 72.44%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
64,783
shares
|
$3.38 Million
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
61,085
shares
|
$3.18 Million
0.0% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
56,325
shares
|
$2.94 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
56,058
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Aug 14, 2025 Q2 2025 |
51,424
shares
|
$2.68 Million
2.12% of portfolio
|
Q2 2025
Added 53.65%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
49,639
shares
|
$2.59 Million
0.27% of portfolio
|
Q2 2025
Added 1963.99%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Aug 14, 2025 Q2 2025 |
48,918
shares
|
$2.55 Million
0.96% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Jul 16, 2025 Q2 2025 |
47,684
shares
|
$2.49 Million
2.41% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
44,830
shares
|
$2.34 Million
0.05% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
44,335
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Added 34.39%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
42,570
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Added 35.12%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
40,240
shares
|
$2.1 Million
1.08% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
33,708
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 42.71%
|