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 4.71 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,265,562
shares
|
$65.9 Million
1.98% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
573,221
shares
|
$29.8 Million
0.79% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
467,833
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2024
Added 128.87%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
224,601
shares
|
$11.7 Million
0.13% of portfolio
|
Q3 2024
Added 28.11%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
221,920
shares
|
$11.6 Million
0.31% of portfolio
|
Q2 2024
Added 9.42%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
202,248
shares
|
$10.5 Million
5.51% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
147,538
shares
|
$7.68 Million
1.51% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
136,380
shares
|
$7.1 Million
4.17% of portfolio
|
Q4 2024
Added 69.17%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
130,602
shares
|
$6.8 Million
1.23% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
114,763
shares
|
$5.97 Million
0.0% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
102,127
shares
|
$5.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.04%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
93,651
shares
|
$4.88 Million
3.25% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
78,372
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
76,978
shares
|
$4.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 73.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
76,449
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2024
Added 71.24%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
73,982
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.8%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
64,330
shares
|
$3.35 Million
3.35% of portfolio
|
Q3 2024
Added 4.93%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
43,717
shares
|
$2.28 Million
0.99% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Greenline Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
38,672
shares
|
$2.01 Million
0.32% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
36,758
shares
|
$1.91 Million
1.04% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
34,977
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
32,948
shares
|
$1.72 Million
1.05% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
32,050
shares
|
$1.67 Million
1.45% of portfolio
|
Q3 2024
Added 3.75%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
31,775
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.08%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
28,191
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.58%
|