PIMCO 15+ YR US Tips IndxLTPZETF
13F holders, Q2 2026 (June 30)97holders +13
19new positions
7sold out
1famous investor
$50.59avg. 13F price*
At the end of Q2 2026, 97 institutions reported holding PIMCO 15+ YR US Tips Indx (LTPZ) in their 13F filings, up 13 from Q1 2026. 19 opened new positions and 7 sold out. The largest holders were CENTRAL TRUST Co ($37.3M), MAI Capital Management ($27.0M) and Morgan Stanley ($24.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO 15+ YR US Tips Indx
- Filed as
- PIMCO ETF TR (Q2 2026)
- CUSIP
- 72201R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $38.2M |
| Exits | 7 | $1.7M |
All 13F filers, Q1 2026 → Q2 2026: 1,873,361 shares bought and 262,988 shares sold, net +1,610,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 97 holders
| CENTRAL TRUST Co | 0.68% | Reduce -1.7% | 736,977 | $37.3M |
| MAI Capital Management | 0.10% | New | 532,294 | $27.0M |
| Morgan Stanley | 0.00% | Add +842.8% | 475,234 | $24.1M |
| Wells Fargo & Company | 0.00% | Reduce -9.5% | 439,786 | $22.3M |
| Avos Capital Management, LLC | 6.72% | Add +113.7% | 319,331 | $16.2M |
| Altfest L J & Co. Inc. | 1.40% | Add +3.4% | 284,363 | $14.4M |
| Northern Trust Corp. | 0.00% | Reduce -14.8% | 202,216 | $10.2M |
| AE Wealth Management LLC | 0.04% | Add +171.8% | 174,533 | $8.8M |
| Mid-American Wealth Advisory Group, Inc. | 3.14% | Reduce -10.8% | 171,345 | $8.7M |
| Fermata Advisors, LLC | 1.66% | Add +11.1% | 162,273 | $8.2M |
| Sovran Advisors, LLC | 0.59% | Add +1.7% | 163,290 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +40.4% | 139,010 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Add +5.9% | 128,467 | $6.5M |
| Yoder Wealth Management, Inc. | 2.34% | Add +4.4% | 118,266 | $6.0M |
| LPL Financial LLC | 0.00% | Add +163.6% | 92,566 | $4.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +127.4% | 88,778 | $4.5M |
| Lloyd Advisory Services, LLC. | 1.59% | Add +4201.5% | 81,212 | $4.1M |
| Balanced Rock Investment Advisors LLC | 2.35% | Add +22.1% | 74,537 | $3.8M |
| Tortoise Investment Management, LLC | 0.27% | Add +15.9% | 71,497 | $3.6M |
| Ares Financial Consulting, LLC | 2.48% | Add +19.4% | 68,277 | $3.5M |
| Sjbenen Advisory, LLC | 1.98% | Add +35.4% | 66,474 | $3.3M |
| Ancora Advisors LLC | 0.05% | Add +0.6% | 55,171 | $2.8M |
| UBS Group AG | 0.00% | Reduce -0.9% | 54,546 | $2.8M |
| Focus Financial Network, Inc. | 0.08% | Add +7.7% | 52,185 | $2.6M |
| Flow Traders U.S. LLC | 0.10% | New | 47,277 | $2.4M |
| Fiduciary Financial Advisors | 0.22% | New | 42,268 | $2.1M |
| Citadel Advisors | 0.00% | New | 38,881 | $2.0M |
| Wealthedge Investment Advisors, LLC | 0.63% | Reduce -38.6% | 36,825 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +175.2% | 34,427 | $1.7M |
| Vanguard Capital Wealth Advisors | 1.00% | Add +33.8% | 29,038 | $1.5M |
| Bank of America Corp. | 0.00% | Add +12.8% | 27,606 | $1.4M |
| SteelPeak Wealth, LLC | 0.03% | Add +9.6% | 25,462 | $1.3M |
| Comprehensive Money Management Services LLC | 0.78% | Add +104.6% | 24,394 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +199.4% | 23,887 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +12.6% | 23,134 | $1.2M |
| Torren Management, LLC | 0.53% | Reduce -63.9% | 20,406 | $1.0M |
| Global Endowment Management, LP | 0.10% | No change | 20,000 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +39.7% | 18,423 | $933K |
| IFG Advisory, LLC | 0.03% | New | 16,302 | $826K |
| Lifetime Wealth Management P.C. | 0.48% | Reduce -2.0% | 16,033 | $812K |
| SVRN Asset Management, LLC | 0.39% | Add +1.2% | 14,993 | $759K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 14,704 | $745K |
| IRON Financial LLC | 0.28% | Reduce -12.7% | 13,241 | $671K |
| Atria Investments, Inc | 0.01% | New | 12,656 | $641K |
| Howard Bailey Securities, LLC | 0.24% | New | 12,573 | $637K |
| B.O.S.S. Retirement Advisors, LLC | 0.16% | New | 11,362 | $575K |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 8,622 | $437K |
| Private Advisor Group, LLC | 0.00% | Reduce -65.8% | 8,286 | $420K |
| Essential Partners LLC | 0.19% | Add +4.5% | 7,925 | $401K |
| Elevated Capital Advisors, LLC | 0.10% | Add +299.6% | 7,400 | $375K |
| Authentikos Wealth Advisory, LLC | 0.23% | Add +44.1% | 6,971 | $353K |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 6,316 | $320K |
| Avior Wealth Management, LLC | 0.01% | Add +0.0% | 6,071 | $308K |
| Baker Ellis Asset Management LLC | 0.03% | Add +21.2% | 5,710 | $289K |
| Lido Advisors, LLC | 0.00% | Add +20.1% | 5,687 | $288K |
| HRT Financial LP | 0.00% | New | 5,480 | $277K |
| Kastel Capital Advisors, LLC | 0.17% | Add +26.6% | 5,196 | $265K |
| Greenline Partners, LLC | 0.03% | Reduce -57.3% | 5,079 | $257K |
| Avaii Wealth Management, LLC | 0.07% | Add +2.6% | 5,016 | $254K |
| United Advisor Group, LLC | 0.03% | No change | 5,000 | $253K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,757 | $241K |
| Great Lakes Retirement, Inc. | 0.02% | New | 4,725 | $239K |
| Integrated Wealth Management | 0.25% | New | 4,711 | $239K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +4845.3% | 4,698 | $238K |
| Centennial Advisors, LLC | 0.28% | New | 4,688 | $237K |
| Atlas Capital Advisors Inc. | 0.03% | No change | 4,615 | $234K |
| Greenwich Wealth Management LLC | 0.01% | Reduce -17.7% | 4,547 | $230K |
| Aegis Wealth Management, Inc. | 0.15% | Add +1.5% | 4,513 | $229K |
| Mutual Advisors, LLC | 0.00% | No change | 4,507 | $228K |
| Royal Bank of Canada | 0.00% | No change | 4,218 | $214K |
| Legacy PCG, LLC | 1.06% | Reduce -10.7% | 4,468 | $213K |
| GenTrust, LLC | 0.01% | Reduce -21.2% | 4,201 | $213K |
| Jones Financial Companies LLLP | 0.00% | Add +12.0% | 4,121 | $211K |
| GFS Advisors, LLC | 0.02% | Reduce -90.2% | 2,770 | $206K |
| Tounjian Advisory Partners, LLC | 0.08% | New | 3,671 | $186K |
| Kingdom Financial Group LLC. | 0.04% | Add +80.1% | 3,400 | $172K |
| Evolution Wealth Management Inc. | 0.08% | Reduce -5.6% | 2,687 | $136K |
| Simplex Trading, LLC | 0.00% | Add +4020.3% | 2,431 | $123K |
| Montgomery Financial Services LLC | 0.07% | — | 1,600 | $81K |
| Blair William & Co. | 0.00% | New | 1,388 | $70K |
| International Assets Investment Management, LLC | 0.00% | No change | 1,321 | $66K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 871 | $44K |
| Harbour Investments, Inc. | 0.00% | No change | 845 | $43K |
| Networth Advisors, LLC | 0.02% | Add +171.5% | 828 | $42K |
| Decker Retirement Planning Inc. | 0.00% | New | 278 | $14K |
| FMR LLC | 0.00% | New | 278 | $14K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -67.1% | 179 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 159 | $8K |
| Creative Financial Designs Inc. | 0.00% | New | 152 | $8K |
| Continuum Advisory, LLC | 0.00% | New | 117 | $6K |
| Fifth Third Bancorp | 0.00% | Reduce -27.5% | 108 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Add +3.5% | 30 | $2K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -98.8% | 15 | $760 |
| Compass Financial Management LLC | 0.00% | — | 7 | $336 |
| Kilter Group LLC | 0.00% | No change | 5 | $245 |
| Capital Advisor Network LLC | 0.00% | No change | 3 | $152 |
"% of holder's portfolio" is LTPZ's weight in each manager's 13F, not the share of PIMCO 15+ YR US Tips Indx the manager owns.