PIMCO 15+ YR US Tips IndxLTPZETF
13F holders, Q1 2024 (March 31)79holders
1famous investor
$55.55avg. 13F price*
At the end of Q1 2024, 79 institutions reported holding PIMCO 15+ YR US Tips Indx (LTPZ) in their 13F filings. The largest holders were Evoke Wealth, LLC ($79.1M), CENTRAL TRUST Co ($29.6M) and Jane Street Group, LLC ($24.8M). 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 (Q1 2024)
- CUSIP
- 72201R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $82.2M |
| Exits | 20 | $5.9M |
Ownership 79 holders
| Evoke Wealth, LLC | 2.35% | New | 1,424,161 | $79.1M |
| CENTRAL TRUST Co | 0.74% | Add +14.1% | 533,589 | $29.6M |
| Jane Street Group, LLC | 0.03% | Add +86.3% | 446,510 | $24.8M |
| AlTi Global, Inc. | 0.31% | Reduce -7.6% | 202,820 | $11.3M |
| Forefront Analytics, LLC | 5.40% | Reduce -0.4% | 200,407 | $11.1M |
| Fermata Advisors, LLC | 1.60% | Add +1.3% | 127,702 | $7.1M |
| Morgan Stanley | 0.00% | Reduce -5.6% | 120,273 | $6.7M |
| Northern Trust Corp. | 0.00% | Add +153.1% | 115,629 | $6.4M |
| Almanack Investment Partners, LLC. | 1.07% | Reduce -24.2% | 112,919 | $6.3M |
| Nottingham Advisors, Inc. | 0.70% | Reduce -2.2% | 102,750 | $5.7M |
| Community Bank, N.A. | 0.73% | No change | 100,000 | $5.6M |
| Yoder Wealth Management, Inc. | 3.29% | Reduce -7.8% | 90,768 | $5.0M |
| Citadel Advisors | 0.00% | Add +6300.8% | 89,099 | $5.0M |
| AE Wealth Management LLC | 0.05% | Reduce -66.8% | 80,355 | $4.5M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 78,302 | $4.4M |
| Simplify Asset Management Inc. | 0.38% | Reduce -73.7% | 72,141 | $4.0M |
| MML Investors Services, LLC | 0.02% | Reduce -57.7% | 69,554 | $3.9M |
| Mid-American Wealth Advisory Group, Inc. | 2.60% | Add +16.3% | 69,405 | $3.9M |
| Bank of America Corp. | 0.00% | Reduce -12.8% | 68,394 | $3.8M |
| UBS Group AG | 0.00% | Reduce -30.8% | 67,005 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +78.6% | 58,693 | $3.3M |
| Private Wealth Advisors, LLC | 0.91% | Add +1.5% | 39,249 | $2.2M |
| Greenline Partners, LLC | 0.34% | Add +13.0% | 38,242 | $2.1M |
| IRON Financial LLC | 0.98% | Reduce -7.5% | 31,768 | $1.8M |
| Balanced Rock Investment Advisors LLC | 1.34% | New | 28,297 | $1.6M |
| Creative Planning | 0.00% | Add +1.4% | 26,663 | $1.5M |
| Avior Wealth Management, LLC | 0.06% | Reduce -25.2% | 22,667 | $1.3M |
| Ancora Advisors LLC | 0.03% | No change | 22,300 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -53.0% | 19,394 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.7% | 18,220 | $1.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -83.7% | 17,600 | $978K |
| Coombe, Bender & Co LLC | 0.58% | Add +0.4% | 17,240 | $958K |
| Private Advisor Group, LLC | 0.01% | Reduce -83.0% | 15,542 | $863K |
| Raymond James & Associates | 0.00% | Reduce -60.2% | 13,026 | $724K |
| International Assets Investment Management, LLC | 0.07% | Reduce -10.7% | 11,964 | $650K |
| Flow Traders U.S. LLC | 0.03% | New | 11,551 | $642K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -11.7% | 11,486 | $638K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -27.2% | 10,816 | $601K |
| Aspect Partners, LLC | 0.46% | Reduce -5.2% | 10,561 | $587K |
| Cetera Investment Advisers | 0.00% | Add +23.7% | 9,864 | $548K |
| Mutual Advisors, LLC | 0.02% | Reduce -2.0% | 9,345 | $519K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -21.3% | 8,932 | $496K |
| MAS Advisors LLC | 0.53% | No change | 8,335 | $463K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 8,137 | $452K |
| Bridge Advisory, LLC | 0.21% | Reduce -65.4% | 7,691 | $427K |
| Harbour Investments, Inc. | 0.01% | No change | 7,081 | $393K |
| Great Lakes Retirement, Inc. | 0.05% | New | 5,936 | $330K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -34.5% | 5,798 | $322K |
| Parallel Advisors, LLC | 0.01% | No change | 5,314 | $295K |
| Simplex Trading, LLC | 0.01% | Reduce -40.9% | 5,057 | $280K |
| Focus Financial Network, Inc. | 0.01% | — | 4,781 | $251K |
| Addison Capital Co | 0.12% | Reduce -8.0% | 4,393 | $244K |
| Wedbush Securities Inc. | 0.01% | No change | 4,000 | $222K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -7.2% | 3,665 | $204K |
| Bogart Wealth, LLC | 0.01% | No change | 3,640 | $202K |
| Covestor Ltd | 0.09% | Add +8.2% | 2,575 | $143K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2594.3% | 2,371 | $132K |
| Osaic Holdings, Inc. | 0.00% | Reduce -52.9% | 2,220 | $123K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 2,000 | $111K |
| Timber Creek Capital Management LLC | 0.03% | Reduce -27.4% | 1,979 | $110K |
| Bessemer Group Inc. | 0.00% | Reduce -5.1% | 1,965 | $109K |
| Creative Financial Designs Inc. | 0.01% | Reduce -45.3% | 1,290 | $72K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,000 | $56K |
| Comerica Bank | 0.00% | Add +0.1% | 754 | $42K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -54.4% | 300 | $17K |
| NorthRock Partners, LLC | 0.00% | New | 237 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 202 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 170 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 144 | $8K |
| Continuum Advisory, LLC | 0.00% | New | 117 | $6K |
| Asset Dedication, LLC | 0.00% | New | 114 | $6K |
| Pineridge Advisors LLC | 0.00% | New | 96 | $5K |
| Cwm, LLC | 0.00% | New | 30 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 25 | $1K |
| Assetmark, Inc. | 0.00% | No change | 23 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 23 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 15 | $833 |
| Richard W. Paul & Associates, LLC | 0.00% | New | 10 | $556 |
| FMR LLC | 0.00% | New | 5 | $278 |
"% 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.