PIMCO 15+ YR US Tips IndxLTPZETF
13F holders, Q4 2024 (December 31)86holders +6
16new positions
19sold out
1famous investor
$52.11avg. 13F price*
At the end of Q4 2024, 86 institutions reported holding PIMCO 15+ YR US Tips Indx (LTPZ) in their 13F filings, up 6 from Q3 2024. 16 opened new positions and 19 sold out. The largest holders were Evoke Wealth, LLC ($59.7M), GenTrust, LLC ($32.1M) and CENTRAL TRUST Co ($27.1M). 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 (Q4 2024)
- CUSIP
- 72201R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $38.3M |
| Exits | 19 | $14.2M |
All 13F filers, Q3 2024 → Q4 2024: 1,476,245 shares bought and 944,169 shares sold, net +532,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Evoke Wealth, LLC | 1.66% | Reduce -9.6% | 1,143,553 | $59.7M |
| GenTrust, LLC | 1.40% | New | 615,058 | $32.1M |
| CENTRAL TRUST Co | 0.66% | Reduce -9.3% | 520,192 | $27.1M |
| Wells Fargo & Company | 0.01% | Add +555.7% | 513,870 | $26.8M |
| Northern Trust Corp. | 0.00% | Reduce -40.4% | 279,013 | $14.5M |
| AE Wealth Management LLC | 0.10% | Add +1.7% | 228,384 | $11.9M |
| Avos Capital Management, LLC | 9.19% | — | 213,171 | $11.3M |
| AlTi Global, Inc. | 0.25% | Reduce -10.7% | 198,100 | $10.3M |
| Forefront Analytics, LLC | 4.23% | Reduce -13.6% | 174,705 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +1207.0% | 157,457 | $8.2M |
| Fermata Advisors, LLC | 1.43% | Add +5.4% | 147,538 | $7.7M |
| Wealthedge Investment Advisors, LLC | 3.43% | — | 146,196 | $7.6M |
| Sovran Advisors, LLC | 1.08% | — | 149,263 | $7.6M |
| Mid-American Wealth Advisory Group, Inc. | 4.17% | Add +69.2% | 136,380 | $7.1M |
| Yoder Wealth Management, Inc. | 2.74% | Add +1.7% | 95,261 | $5.0M |
| UBS Group AG | 0.00% | Reduce -6.9% | 68,908 | $3.6M |
| Morgan Stanley | 0.00% | Reduce -39.2% | 62,052 | $3.2M |
| Lloyd Advisory Services, LLC. | 1.52% | Reduce -4.1% | 61,685 | $3.2M |
| Private Wealth Advisors, LLC | 1.05% | Add +5.9% | 46,297 | $2.4M |
| Legacy PCG, LLC | 1.67% | New | 44,966 | $2.3M |
| CHB Investment Group, LLC | 1.04% | Add +11.4% | 36,758 | $1.9M |
| Greenline Partners, LLC | 0.25% | Reduce -11.5% | 34,227 | $1.8M |
| Balanced Rock Investment Advisors LLC | 1.35% | Add +2.3% | 32,782 | $1.7M |
| LPL Financial LLC | 0.00% | Add +53.4% | 32,607 | $1.7M |
| Ancora Advisors LLC | 0.04% | Add +162.6% | 32,300 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.4% | 31,319 | $1.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.43% | Add +683.5% | 29,529 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -62.7% | 28,509 | $1.5M |
| Bank of America Corp. | 0.00% | Reduce -75.4% | 28,211 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -66.5% | 25,751 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -8.8% | 25,722 | $1.3M |
| Elevated Capital Advisors, LLC | 0.34% | Add +24.6% | 23,724 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +58.4% | 21,909 | $1.1M |
| Raymond James Financial Inc. | 0.00% | — | 19,720 | $1.0M |
| MIdWestOne Financial Group, Inc. | 0.14% | New | 19,701 | $1.0M |
| Great Lakes Retirement, Inc. | 0.13% | Reduce -4.6% | 19,450 | $1.0M |
| IRON Financial LLC | 0.56% | Reduce -42.0% | 19,105 | $995K |
| Private Advisor Group, LLC | 0.00% | Reduce -0.2% | 16,864 | $878K |
| Howard Bailey Securities, LLC | 0.30% | Reduce -7.6% | 15,456 | $805K |
| Cetera Investment Advisers | 0.00% | Add +47.5% | 13,377 | $697K |
| Avior Wealth Management, LLC | 0.02% | Reduce -10.3% | 11,027 | $574K |
| Authentikos Wealth Advisory, LLC | 0.57% | Add +5.0% | 11,007 | $573K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -51.2% | 9,952 | $518K |
| One Plus One Wealth Management, LLC | 0.28% | New | 9,246 | $481K |
| Citigroup Inc. | 0.00% | New | 7,878 | $410K |
| Paragon Private Wealth Management, LLC | 0.19% | New | 7,763 | $404K |
| IFG Advisory, LLC | 0.02% | New | 7,160 | $373K |
| Harbour Investments, Inc. | 0.01% | No change | 7,081 | $369K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -6.6% | 7,065 | $368K |
| Dynamic Advisor Solutions LLC | 0.02% | New | 7,000 | $364K |
| Tortoise Investment Management, LLC | 0.03% | Add +490.3% | 5,903 | $307K |
| International Assets Investment Management, LLC | 0.02% | Reduce -46.3% | 5,268 | $274K |
| Jones Financial Companies LLLP | 0.00% | Add +159.8% | 5,064 | $264K |
| United Advisor Group, LLC | 0.05% | New | 5,000 | $260K |
| Modera Wealth Management, LLC | 0.00% | New | 4,730 | $246K |
| Addison Capital Co | 0.08% | Reduce -5.9% | 4,060 | $211K |
| Csenge Advisory Group | 0.01% | Reduce -9.2% | 4,004 | $208K |
| LifeWealth Investments, LLC | 0.13% | — | 3,853 | $201K |
| Atlas Capital Advisors Inc. | 0.03% | New | 3,800 | $198K |
| Osaic Holdings, Inc. | 0.00% | Add +72.4% | 3,775 | $197K |
| Bogart Wealth, LLC | 0.01% | No change | 3,640 | $190K |
| Allworth Financial LP | 0.00% | Add +9212.5% | 1,490 | $78K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 871 | $45K |
| Creative Financial Designs Inc. | 0.00% | Reduce -25.1% | 821 | $43K |
| Transce3nd, LLC | 0.01% | — | 593 | $31K |
| Capital A Wealth Management, LLC | 0.05% | — | 542 | $28K |
| Kestra Investment Management, LLC | 0.00% | New | 360 | $19K |
| JPMorgan Chase & Co. | 0.00% | Add +43.4% | 350 | $18K |
| Park Square Financial Group, LLC | 0.01% | — | 258 | $13K |
| IFP Advisors, Inc | 0.00% | Add +0.5% | 209 | $11K |
| Wolff Wiese Magana LLC | 0.01% | No change | 170 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -96.9% | 168 | $9K |
| Redwood Park Advisors LLC | 0.01% | — | 145 | $8K |
| Pineridge Advisors LLC | 0.00% | Reduce -28.7% | 144 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 144 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 131 | $7K |
| Continuum Advisory, LLC | 0.00% | No change | 117 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 111 | $6K |
| Comerica Bank | 0.00% | Reduce -47.1% | 108 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 91 | $5K |
| Decker Retirement Planning Inc. | 0.00% | — | 71 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -96.7% | 55 | $3K |
| Ameriflex Group, Inc. | 0.00% | — | 55 | $3K |
| Farther Finance Advisors, LLC | 0.00% | New | 32 | $2K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 26 | $1K |
| Cwm, LLC | 0.00% | No change | 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.