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 94 institutions that hold shares in the stock, with a total of 5.62 Million shares, which have been reported (via 13F filing form) to have a value of $300 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,143,553
shares
|
$61.1 Million
1.66% of portfolio
|
Q4 2024
Reduced 9.64%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
615,058
shares
|
$32.8 Million
1.42% of portfolio
|
Q4 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
520,192
shares
|
$27.8 Million
0.68% of portfolio
|
Q4 2024
Reduced 9.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
513,870
shares
|
$27.4 Million
0.01% of portfolio
|
Q4 2024
Added 555.68%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
279,013
shares
|
$14.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 40.36%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
228,384
shares
|
$12.2 Million
0.11% of portfolio
|
Q4 2024
Added 1.68%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
213,171
shares
|
$11.4 Million
8.98% of portfolio
|
Q4 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
198,100
shares
|
$10.6 Million
0.25% of portfolio
|
Q4 2024
Reduced 10.73%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
174,705
shares
|
$9.33 Million
4.23% of portfolio
|
Q4 2024
Reduced 13.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
157,457
shares
|
$8.41 Million
0.0% of portfolio
|
Q4 2024
Added 1207.02%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
149,263
shares
|
$7.97 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
147,538
shares
|
$7.88 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
|
$7.28 Million
4.17% of portfolio
|
Q4 2024
Added 69.17%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
95,261
shares
|
$5.09 Million
2.74% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
68,908
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
62,052
shares
|
$3.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.24%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
61,685
shares
|
$3.29 Million
2.74% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
56,325
shares
|
$3.01 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Feb 05, 2025 Q4 2024 |
46,297
shares
|
$2.47 Million
0.96% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Feb 10, 2025 Q4 2024 |
44,966
shares
|
$2.4 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jan 13, 2025 Q4 2024 |
36,758
shares
|
$1.96 Million
1.04% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,227
shares
|
$1.83 Million
0.25% of portfolio
|
Q4 2024
Reduced 11.49%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Feb 13, 2025 Q4 2024 |
32,782
shares
|
$1.75 Million
1.35% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
32,607
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 53.42%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
32,300
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
Added 162.6%
|