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 95 institutions that hold shares in the stock, with a total of 5.1 Million shares, which have been reported (via 13F filing form) to have a value of $270 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
772,559
shares
|
$40.9 Million
0.83% of portfolio
|
Q3 2025
Reduced 19.64%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
670,568
shares
|
$35.5 Million
0.77% of portfolio
|
Q3 2025
Added 20.97%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
461,483
shares
|
$24.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
353,265
shares
|
$18.7 Million
0.0% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Avos Capital Management, LLC
Seattle, WA |
Nov 13, 2025 Q3 2025 |
335,981
shares
|
$17.8 Million
8.36% of portfolio
|
Q3 2025
Added 20.55%
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
266,882
shares
|
$14.1 Million
5.38% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Altfest L J & CO Inc
|
Jan 22, 2026 Q4 2025 |
211,750
shares
|
$11.2 Million
1.5% of portfolio
|
Q4 2025
Added 62.92%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 22, 2026 Q4 2025 |
192,125
shares
|
$10.2 Million
4.2% of portfolio
|
Q4 2025
Added 0.66%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
174,669
shares
|
$9.25 Million
2.34% of portfolio
|
Q3 2025
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
158,658
shares
|
$8.4 Million
0.71% of portfolio
|
Q4 2025
Reduced 8.48%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
134,241
shares
|
$7.11 Million
1.97% of portfolio
|
Q4 2025
Added 6.08%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
111,547
shares
|
$5.91 Million
2.81% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Sjbenen Advisory, LLC
Chapel Hill, NC |
Jan 14, 2026 Q4 2025 |
79,686
shares
|
$4.22 Million
3.85% of portfolio
|
Q4 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
75,199
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2025
Added 4160.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
70,733
shares
|
$3.74 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
66,727
shares
|
$3.53 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
58,832
shares
|
$3.11 Million
0.11% of portfolio
|
Q3 2025
Added 4.45%
|
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 14, 2025 Q3 2025 |
56,116
shares
|
$2.97 Million
2.19% of portfolio
|
Q3 2025
Added 9.12%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
55,988
shares
|
$2.96 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
52,431
shares
|
$2.78 Million
0.27% of portfolio
|
Q3 2025
Added 5.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
48,213
shares
|
$2.55 Million
0.09% of portfolio
|
Q4 2025
Added 6.86%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
47,178
shares
|
$2.5 Million
2.94% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Dec 01, 2025 Q3 2025 |
46,596
shares
|
$2.47 Million
0.85% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
44,830
shares
|
$2.37 Million
0.05% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Chb Investment Group, LLC
New Hope, PA |
Jul 15, 2025 Q2 2025 |
40,240
shares
|
$2.13 Million
1.08% of portfolio
|
Q2 2025
Added 3.2%
|
|