PIMCO 15+ YR US Tips IndxLTPZETF
13F holders, Q3 2024 (September 30)80holders +3
15new positions
12sold out
1famous investor
$57.75avg. 13F price*
At the end of Q3 2024, 80 institutions reported holding PIMCO 15+ YR US Tips Indx (LTPZ) in their 13F filings, up 3 from Q2 2024. 15 opened new positions and 12 sold out. The largest holders were Evoke Wealth, LLC ($73.1M), CENTRAL TRUST Co ($33.1M) and Northern Trust Corp. ($27.0M). 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 (Q3 2024)
- CUSIP
- 72201R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $78.2M |
| Exits | 12 | $9.5M |
All 13F filers, Q2 2024 → Q3 2024: 1,756,988 shares bought and 549,242 shares sold, net +1,207,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 80 holders
| Evoke Wealth, LLC | 1.99% | New | 1,265,562 | $73.1M |
| CENTRAL TRUST Co | 0.78% | Add +0.9% | 573,221 | $33.1M |
| Northern Trust Corp. | 0.00% | Add +128.9% | 467,833 | $27.0M |
| AE Wealth Management LLC | 0.12% | Add +28.1% | 224,601 | $13.0M |
| AlTi Global, Inc. | 0.31% | No change | 221,920 | $12.8M |
| Forefront Analytics, LLC | 5.51% | Reduce -3.3% | 202,248 | $11.7M |
| Fermata Advisors, LLC | 1.64% | Add +4.4% | 139,985 | $8.1M |
| Almanack Investment Partners, LLC. | 1.18% | Add +0.1% | 130,602 | $7.5M |
| Bank of America Corp. | 0.00% | Add +9.4% | 114,763 | $6.6M |
| Morgan Stanley | 0.00% | Reduce -17.0% | 102,127 | $5.9M |
| Yoder Wealth Management, Inc. | 3.25% | Reduce -1.1% | 93,651 | $5.4M |
| Mid-American Wealth Advisory Group, Inc. | 2.92% | Add +5.3% | 80,619 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -3.3% | 78,372 | $4.5M |
| Jane Street Group, LLC | 0.01% | Reduce -73.6% | 76,978 | $4.4M |
| Citadel Advisors | 0.00% | Add +71.2% | 76,449 | $4.4M |
| UBS Group AG | 0.00% | Reduce -22.8% | 73,982 | $4.3M |
| Lloyd Advisory Services, LLC. | 1.80% | Add +4.9% | 64,330 | $3.7M |
| Private Wealth Advisors, LLC | 1.03% | Add +0.7% | 43,717 | $2.5M |
| Greenline Partners, LLC | 0.32% | Reduce -2.6% | 38,672 | $2.2M |
| GTS Securities LLC | 0.04% | New | 34,977 | $2.0M |
| CHB Investment Group, LLC | 1.01% | — | 33,007 | $1.9M |
| IRON Financial LLC | 1.04% | Add +4.2% | 32,948 | $1.9M |
| Balanced Rock Investment Advisors LLC | 1.45% | Add +3.8% | 32,050 | $1.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.1% | 31,775 | $1.8M |
| MML Investors Services, LLC | 0.01% | Reduce -3.6% | 28,191 | $1.6M |
| Raymond James & Associates | 0.00% | Reduce -8.6% | 21,497 | $1.2M |
| LPL Financial LLC | 0.00% | Add +18.1% | 21,254 | $1.2M |
| Great Lakes Retirement, Inc. | 0.15% | Add +68.5% | 20,393 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +29.6% | 20,383 | $1.2M |
| Elevated Capital Advisors, LLC | 0.29% | Add +89.1% | 19,045 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +6.9% | 16,898 | $976K |
| Howard Bailey Securities, LLC | 0.37% | — | 16,730 | $966K |
| Royal Bank of Canada | 0.00% | Reduce -79.2% | 13,832 | $799K |
| Ancora Advisors LLC | 0.02% | Reduce -44.8% | 12,300 | $710K |
| Avior Wealth Management, LLC | 0.03% | Reduce -25.5% | 12,293 | $710K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -24.7% | 12,047 | $696K |
| Susquehanna International Group, LLP | 0.00% | New | 11,222 | $648K |
| Creative Planning | 0.00% | Add +0.0% | 11,093 | $641K |
| Brown Brothers Harriman & Co. | 0.00% | New | 10,645 | $615K |
| Authentikos Wealth Advisory, LLC | 0.58% | New | 10,478 | $605K |
| International Assets Investment Management, LLC | 0.05% | Reduce -0.5% | 9,814 | $567K |
| Cetera Investment Advisers | 0.00% | Reduce -16.8% | 9,069 | $524K |
| Mutual Advisors, LLC | 0.01% | Reduce -19.8% | 8,750 | $484K |
| MAS Advisors LLC | 1.03% | No change | 8,335 | $481K |
| Captrust Financial Advisors | 0.00% | New | 8,301 | $479K |
| HRT Financial LP | 0.00% | Reduce -53.3% | 7,980 | $460K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -13.8% | 7,565 | $437K |
| Harbour Investments, Inc. | 0.01% | No change | 7,081 | $409K |
| Parallel Advisors, LLC | 0.01% | Add +0.7% | 5,460 | $315K |
| Addison Capital Co | 0.10% | No change | 4,314 | $249K |
| Csenge Advisory Group | 0.01% | New | 4,410 | $248K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.7% | 4,160 | $240K |
| Focus Financial Network, Inc. | 0.01% | Reduce -14.9% | 4,132 | $239K |
| B.O.S.S. Retirement Advisors, LLC | 0.04% | New | 3,769 | $218K |
| Bogart Wealth, LLC | 0.01% | No change | 3,640 | $210K |
| Simplex Trading, LLC | 0.01% | New | 2,998 | $173K |
| Aspect Partners, LLC | 0.07% | Reduce -81.8% | 2,195 | $127K |
| Osaic Holdings, Inc. | 0.00% | Add +20.3% | 2,190 | $127K |
| Jones Financial Companies LLLP | 0.00% | New | 1,949 | $112K |
| Bessemer Group Inc. | 0.00% | Reduce -10.5% | 1,660 | $96K |
| Creative Financial Designs Inc. | 0.01% | Reduce -9.1% | 1,096 | $63K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,000 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -50.0% | 1,000 | $58K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.0% | 475 | $27K |
| JPMorgan Chase & Co. | 0.00% | New | 244 | $14K |
| IFP Advisors, Inc | 0.00% | Add +1.0% | 208 | $12K |
| Comerica Bank | 0.00% | No change | 204 | $12K |
| Pineridge Advisors LLC | 0.00% | Reduce -9.4% | 202 | $12K |
| Reston Wealth Management LLC | 0.00% | New | 200 | $12K |
| Wolff Wiese Magana LLC | 0.01% | No change | 170 | $10K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 160 | $9K |
| Principal Securities, Inc. | 0.00% | No change | 144 | $8K |
| Continuum Advisory, LLC | 0.00% | No change | 117 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 90 | $5K |
| Richard W. Paul & Associates, LLC | 0.00% | Add +4.0% | 26 | $1K |
| Allworth Financial LP | 0.00% | Reduce -97.3% | 16 | $939 |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 10 | $578 |
| Earned Wealth Advisors, LLC | 0.00% | New | 6 | $345 |
| FMR LLC | 0.00% | Reduce -83.3% | 1 | $58 |
| Cwm, LLC | 0.00% | Reduce -77.4% | 7 | $0 |
"% 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.