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 93 institutions that hold shares in the stock, with a total of 5.87 Million shares, which have been reported (via 13F filing form) to have a value of $311 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
6,210
shares
|
$329,316
0.0% of portfolio
|
Q1 2025
Reduced 21.17%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
5,903
shares
|
$313,036
0.03% of portfolio
|
Q4 2024
Added 490.3%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,064
shares
|
$268,543
0.0% of portfolio
|
Q4 2024
Added 159.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,900
shares
|
$259,847
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,730
shares
|
$250,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
4,686
shares
|
$248,498
0.02% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
4,392
shares
|
$232,907
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
4,300
shares
|
$228,029
0.03% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Addison Capital CO
|
Feb 10, 2025 Q4 2024 |
4,060
shares
|
$215,301
0.09% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,670
shares
|
$194,620
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,640
shares
|
$193,029
0.01% of portfolio
|
Q4 2023
Added 1.08%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,000
shares
|
$106,060
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,860
shares
|
$98,635
0.0% of portfolio
|
Q1 2025
Reduced 15.11%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
871
shares
|
$46,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
514
shares
|
$27,257
0.03% of portfolio
|
Q1 2025
Added 292.37%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
500
shares
|
$26,515
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
360
shares
|
$19,090
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
358
shares
|
$18,984
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
209
shares
|
$11,083
0.0% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
184
shares
|
$9,757
0.0% of portfolio
|
Q1 2025
Reduced 77.59%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Apr 21, 2025 Q1 2025 |
174
shares
|
$9,227
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
170
shares
|
$9,015
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
169
shares
|
$8,962
0.0% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
145
shares
|
$7,689
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
145
shares
|
$7,689
0.0% of portfolio
|
Q1 2025
Reduced 75.55%
|