PIMCO 15+ YR US Tips IndxLTPZETF
13F holders, Q2 2025 (June 30)79holders −2
11new positions
15sold out
$52.44avg. 13F price*
At the end of Q2 2025, 79 institutions reported holding PIMCO 15+ YR US Tips Indx (LTPZ) in their 13F filings, down 2 from Q1 2025. 11 opened new positions and 15 sold out. The largest holders were Evoke Wealth, LLC ($50.4M), CENTRAL TRUST Co ($29.1M) and Wells Fargo & Company ($24.8M).
- Company
- PIMCO 15+ YR US Tips Indx
- Filed as
- PIMCO ETF TR (Q2 2025)
- CUSIP
- 72201R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $9.1M |
| Exits | 15 | $41.5M |
All 13F filers, Q1 2025 → Q2 2025: 613,000 shares bought and 1,566,482 shares sold, net −953,482 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 79 holders
| Evoke Wealth, LLC | 1.18% | Reduce -10.6% | 961,343 | $50.4M |
| CENTRAL TRUST Co | 0.67% | Add +3.1% | 554,344 | $29.1M |
| Wells Fargo & Company | 0.01% | Add +7.4% | 472,036 | $24.8M |
| Northern Trust Corp. | 0.00% | Add +11.2% | 346,475 | $18.2M |
| Avos Capital Management, LLC | 8.34% | Add +36.8% | 278,700 | $14.6M |
| Wealthedge Investment Advisors, LLC | 5.78% | Add +20.1% | 263,811 | $13.8M |
| Mid-American Wealth Advisory Group, Inc. | 4.63% | Add +60.2% | 185,581 | $9.7M |
| Sovran Advisors, LLC | 0.87% | Reduce -2.8% | 161,861 | $8.3M |
| Fermata Advisors, LLC | 1.84% | Reduce -8.4% | 131,430 | $6.9M |
| Yoder Wealth Management, Inc. | 2.84% | Add +5.9% | 103,904 | $5.5M |
| Morgan Stanley | 0.00% | Add +18.8% | 71,186 | $3.7M |
| AE Wealth Management LLC | 0.03% | Add +72.4% | 69,170 | $3.6M |
| Altfest L J & Co. Inc. | 0.40% | New | 64,783 | $3.4M |
| Jane Street Group, LLC | 0.01% | Add +0.9% | 61,085 | $3.2M |
| UBS Group AG | 0.00% | Reduce -15.8% | 56,058 | $2.9M |
| Balanced Rock Investment Advisors LLC | 2.12% | Add +53.6% | 51,424 | $2.7M |
| Tortoise Investment Management, LLC | 0.25% | Add +1964.0% | 49,639 | $2.6M |
| Private Wealth Advisors, LLC | 1.01% | Add +2.9% | 48,918 | $2.6M |
| Lloyd Advisory Services, LLC. | 1.21% | Add +3.0% | 47,684 | $2.5M |
| Ancora Advisors LLC | 0.05% | Add +6.0% | 44,830 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +34.4% | 44,335 | $2.3M |
| LPL Financial LLC | 0.00% | Add +35.1% | 42,570 | $2.2M |
| CHB Investment Group, LLC | 1.08% | Add +3.2% | 40,240 | $2.1M |
| Bank of America Corp. | 0.00% | Add +42.7% | 33,708 | $1.8M |
| Global Endowment Management, LP | 0.21% | New | 30,000 | $1.6M |
| Greenline Partners, LLC | 0.19% | New | 27,208 | $1.4M |
| Quadrature Capital Ltd | 0.02% | New | 26,730 | $1.4M |
| Elevated Capital Advisors, LLC | 0.37% | No change | 24,165 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +7.2% | 22,741 | $1.2M |
| Legacy PCG, LLC | 0.76% | Reduce -56.0% | 22,702 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +1.3% | 22,567 | $1.2M |
| IRON Financial LLC | 0.60% | Add +4.7% | 21,454 | $1.1M |
| AlTi Global, Inc. | 0.03% | No change | 21,400 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -8.9% | 18,519 | $972K |
| Essential Partners LLC | 0.35% | — | 16,812 | $882K |
| Cetera Investment Advisers | 0.00% | Add +0.7% | 15,140 | $794K |
| Royal Bank of Canada | 0.00% | Reduce -40.4% | 14,781 | $776K |
| GTS Securities LLC | 0.03% | Reduce -3.6% | 14,444 | $758K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +46.3% | 11,946 | $627K |
| Raymond James Financial Inc. | 0.00% | Reduce -29.6% | 11,446 | $601K |
| Vanguard Capital Wealth Advisors | 0.53% | New | 10,247 | $538K |
| Goldman Sachs Group Inc. | 0.00% | No change | 9,246 | $485K |
| IFG Advisory, LLC | 0.02% | Add +11.6% | 8,419 | $442K |
| GWN Securities Inc. | 0.08% | Add +107.2% | 8,390 | $441K |
| GenTrust, LLC | 0.02% | Reduce -98.7% | 8,232 | $432K |
| Jones Financial Companies LLLP | 0.00% | Reduce -8.0% | 8,241 | $429K |
| Avior Wealth Management, LLC | 0.01% | Reduce -10.6% | 7,090 | $372K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -9.0% | 6,372 | $334K |
| Avaii Wealth Management, LLC | 0.12% | Add +19.4% | 5,246 | $275K |
| Advisory Services Network, LLC | 0.00% | New | 5,285 | $274K |
| Modera Wealth Management, LLC | 0.00% | Add +0.6% | 4,757 | $250K |
| Authentikos Wealth Advisory, LLC | 0.16% | New | 4,338 | $228K |
| First Manhattan Co. Llc. | 0.00% | New | 4,010 | $210K |
| Addison Capital Co | 0.07% | Reduce -0.2% | 3,814 | $200K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -11.6% | 3,800 | $199K |
| Bogart Wealth, LLC | 0.01% | No change | 3,640 | $191K |
| IFP Advisors, Inc | 0.00% | Add +1096.2% | 2,500 | $131K |
| Osaic Holdings, Inc. | 0.00% | Reduce -5.1% | 1,765 | $93K |
| Salomon & Ludwin, LLC | 0.01% | New | 1,404 | $73K |
| Evolution Wealth Management Inc. | 0.07% | — | 1,144 | $60K |
| MAI Capital Management | 0.00% | No change | 1,010 | $53K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 871 | $46K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +3.3% | 531 | $28K |
| North Capital, Inc. | 0.02% | No change | 500 | $26K |
| Creative Financial Designs Inc. | 0.00% | Add +1.6% | 187 | $10K |
| Proathlete Wealth Management LLC | 0.00% | No change | 174 | $9K |
| Wolff Wiese Magana LLC | 0.01% | No change | 170 | $9K |
| Parallel Advisors, LLC | 0.00% | No change | 169 | $9K |
| Transce3nd, LLC | 0.00% | Add +15.2% | 167 | $9K |
| Redwood Park Advisors LLC | 0.01% | Add +0.7% | 146 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 144 | $8K |
| Park Square Financial Group, LLC | 0.01% | Add +48.4% | 138 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.2% | 93 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 70 | $4K |
| Eq Wealth Advisors, LLC | 0.00% | No change | 56 | $3K |
| Ameriflex Group, Inc. | 0.00% | Add +2.0% | 51 | $3K |
| Comerica Bank | 0.00% | Add +720.0% | 41 | $2K |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $2K |
| Kilter Group LLC | 0.00% | New | 23 | $1K |
"% 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.