PIMCO 15+ YR US Tips IndxLTPZETF
13F holders, Q1 2025 (March 31)81holders −5
13new positions
20sold out
1famous investor
$54.74avg. 13F price*
At the end of Q1 2025, 81 institutions reported holding PIMCO 15+ YR US Tips Indx (LTPZ) in their 13F filings, down 5 from Q4 2024. 13 opened new positions and 20 sold out. The largest holders were Evoke Wealth, LLC ($58.9M), GenTrust, LLC ($34.5M) and CENTRAL TRUST Co ($29.5M). 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 2025)
- CUSIP
- 72201R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $40.3M |
| Exits | 20 | $8.4M |
All 13F filers, Q4 2024 → Q1 2025: 977,987 shares bought and 1,073,693 shares sold, net −95,706 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 81 holders
| Evoke Wealth, LLC | 1.54% | Reduce -6.0% | 1,074,833 | $58.9M |
| GenTrust, LLC | 1.66% | Add +2.3% | 629,202 | $34.5M |
| CENTRAL TRUST Co | 0.72% | Add +3.3% | 537,475 | $29.5M |
| Wells Fargo & Company | 0.01% | Reduce -14.4% | 439,676 | $24.1M |
| Almanack Investment Partners, LLC. | 4.53% | New | 416,481 | $22.8M |
| Northern Trust Corp. | 0.00% | Add +11.7% | 311,671 | $17.1M |
| Empowered Funds, LLC | 0.22% | New | 285,894 | $15.7M |
| Wealthedge Investment Advisors, LLC | 5.44% | Add +50.3% | 219,752 | $12.1M |
| Avos Capital Management, LLC | 7.37% | Reduce -4.4% | 203,742 | $11.2M |
| Sovran Advisors, LLC | 1.11% | Add +11.5% | 166,455 | $8.6M |
| Fermata Advisors, LLC | 1.42% | Reduce -2.8% | 143,482 | $7.9M |
| Mid-American Wealth Advisory Group, Inc. | 3.41% | Reduce -15.1% | 115,827 | $6.4M |
| Yoder Wealth Management, Inc. | 3.03% | Add +3.0% | 98,074 | $5.4M |
| UBS Group AG | 0.00% | Reduce -3.3% | 66,607 | $3.7M |
| Jane Street Group, LLC | 0.01% | Add +135.1% | 60,542 | $3.3M |
| Morgan Stanley | 0.00% | Reduce -3.4% | 59,924 | $3.3M |
| Legacy PCG, LLC | 1.99% | Add +14.6% | 51,551 | $2.8M |
| Private Wealth Advisors, LLC | 1.09% | Add +2.7% | 47,541 | $2.6M |
| Lloyd Advisory Services, LLC. | 1.28% | Reduce -25.0% | 46,290 | $2.5M |
| Ancora Advisors LLC | 0.05% | Add +31.0% | 42,300 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -82.4% | 40,112 | $2.2M |
| CHB Investment Group, LLC | 1.14% | Add +6.1% | 38,994 | $2.1M |
| Balanced Rock Investment Advisors LLC | 1.46% | Add +2.1% | 33,469 | $1.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.3% | 32,991 | $1.8M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 31,505 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +13.2% | 24,792 | $1.4M |
| Elevated Capital Advisors, LLC | 0.37% | Add +1.9% | 24,165 | $1.3M |
| Bank of America Corp. | 0.00% | Reduce -16.3% | 23,620 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -13.3% | 22,287 | $1.2M |
| AlTi Global, Inc. | 0.03% | Reduce -89.2% | 21,400 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +25.8% | 21,208 | $1.2M |
| IRON Financial LLC | 0.63% | Add +7.3% | 20,493 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +104.2% | 20,323 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -31.9% | 19,415 | $1.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -17.6% | 16,246 | $891K |
| Cetera Investment Advisers | 0.00% | Add +12.4% | 15,036 | $825K |
| GTS Securities LLC | 0.04% | New | 14,979 | $821K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -94.1% | 9,246 | $507K |
| Jones Financial Companies LLLP | 0.00% | Add +76.8% | 8,953 | $486K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +16.7% | 8,167 | $448K |
| Avior Wealth Management, LLC | 0.02% | Reduce -28.1% | 7,934 | $435K |
| IFG Advisory, LLC | 0.02% | Add +5.4% | 7,544 | $414K |
| Forefront Analytics, LLC | 0.47% | Reduce -95.8% | 7,394 | $405K |
| Harbour Investments, Inc. | 0.01% | No change | 7,081 | $388K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -0.9% | 7,001 | $384K |
| Citigroup Inc. | 0.00% | Reduce -21.2% | 6,210 | $341K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,730 | $259K |
| International Assets Investment Management, LLC | 0.02% | Reduce -11.1% | 4,686 | $257K |
| Avaii Wealth Management, LLC | 0.13% | New | 4,392 | $241K |
| Atlas Capital Advisors Inc. | 0.03% | Add +13.2% | 4,300 | $236K |
| GWN Securities Inc. | 0.01% | New | 4,049 | $222K |
| Addison Capital Co | 0.08% | Reduce -5.9% | 3,822 | $210K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 3,771 | $207K |
| Focus Financial Network, Inc. | 0.01% | New | 3,670 | $201K |
| Bogart Wealth, LLC | 0.01% | No change | 3,640 | $200K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -59.3% | 2,405 | $132K |
| Osaic Holdings, Inc. | 0.00% | Reduce -50.7% | 1,860 | $102K |
| MAI Capital Management | 0.00% | New | 1,010 | $55K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 871 | $48K |
| FMR LLC | 0.00% | New | 815 | $45K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +292.4% | 514 | $28K |
| North Capital, Inc. | 0.03% | — | 500 | $27K |
| US Bancorp \de | 0.00% | New | 358 | $20K |
| IFP Advisors, Inc | 0.00% | No change | 209 | $11K |
| Creative Financial Designs Inc. | 0.00% | Reduce -77.6% | 184 | $10K |
| Proathlete Wealth Management LLC | 0.00% | New | 174 | $10K |
| Wolff Wiese Magana LLC | 0.01% | No change | 170 | $9K |
| Parallel Advisors, LLC | 0.00% | Add +0.6% | 169 | $9K |
| Redwood Park Advisors LLC | 0.01% | No change | 145 | $8K |
| Transce3nd, LLC | 0.00% | Reduce -75.5% | 145 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 144 | $7K |
| Continuum Advisory, LLC | 0.00% | No change | 117 | $6K |
| Park Square Financial Group, LLC | 0.00% | Reduce -64.0% | 93 | $5K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 91 | $5K |
| Capital A Wealth Management, LLC | 0.00% | Reduce -86.3% | 74 | $4K |
| Eq Wealth Advisors, LLC | 0.00% | New | 56 | $3K |
| Ameriflex Group, Inc. | 0.00% | Reduce -9.1% | 50 | $3K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 42 | $2K |
| Cwm, LLC | 0.00% | Add +357.1% | 32 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $2K |
| Comerica Bank | 0.00% | Reduce -95.4% | 5 | $274 |
"% 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.