PIMCO 15+ YR US Tips IndxLTPZETF
13F holders, Q3 2025 (September 30)82holders +3
18new positions
13sold out
1famous investor
$53.30avg. 13F price*
At the end of Q3 2025, 82 institutions reported holding PIMCO 15+ YR US Tips Indx (LTPZ) in their 13F filings, up 3 from Q2 2025. 18 opened new positions and 13 sold out. The largest holders were Evoke Wealth, LLC ($41.2M), CENTRAL TRUST Co ($35.7M) and Wells Fargo & Company ($24.6M). 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 2025)
- CUSIP
- 72201R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $15.3M |
| Exits | 13 | $3.3M |
All 13F filers, Q2 2025 → Q3 2025: 661,199 shares bought and 384,088 shares sold, net +277,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 82 holders
| Evoke Wealth, LLC | 0.86% | Reduce -19.6% | 772,559 | $41.2M |
| CENTRAL TRUST Co | 0.75% | Add +21.0% | 670,568 | $35.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.2% | 461,483 | $24.6M |
| Northern Trust Corp. | 0.00% | Add +2.0% | 353,265 | $18.8M |
| Avos Capital Management, LLC | 8.36% | Add +20.6% | 335,981 | $17.9M |
| Wealthedge Investment Advisors, LLC | 5.38% | Add +1.2% | 266,882 | $14.2M |
| Mid-American Wealth Advisory Group, Inc. | 4.54% | Add +2.8% | 190,860 | $10.2M |
| Sovran Advisors, LLC | 0.82% | Add +7.1% | 173,359 | $9.3M |
| Forefront Wealth Partners, LLC | 2.34% | New | 174,669 | $9.3M |
| Altfest L J & Co. Inc. | 0.77% | Add +100.6% | 129,975 | $6.9M |
| Fermata Advisors, LLC | 1.71% | Reduce -3.7% | 126,547 | $6.7M |
| Yoder Wealth Management, Inc. | 2.81% | Add +7.4% | 111,547 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +4160.6% | 75,199 | $4.0M |
| Morgan Stanley | 0.00% | Reduce -0.6% | 70,733 | $3.8M |
| AE Wealth Management LLC | 0.02% | Reduce -3.5% | 66,727 | $3.6M |
| Balanced Rock Investment Advisors LLC | 2.19% | Add +9.1% | 56,116 | $3.0M |
| UBS Group AG | 0.00% | Reduce -0.1% | 55,988 | $3.0M |
| Tortoise Investment Management, LLC | 0.25% | Add +5.6% | 52,431 | $2.8M |
| Lloyd Advisory Services, LLC. | 1.18% | Reduce -1.1% | 47,178 | $2.5M |
| Private Wealth Advisors, LLC | 0.93% | Reduce -4.8% | 46,596 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | New | 45,118 | $2.4M |
| Ancora Advisors LLC | 0.05% | No change | 44,830 | $2.4M |
| LPL Financial LLC | 0.00% | Reduce -14.1% | 36,581 | $1.9M |
| Bank of America Corp. | 0.00% | Reduce -6.3% | 31,574 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +68.3% | 31,159 | $1.7M |
| Global Endowment Management, LP | 0.20% | No change | 30,000 | $1.6M |
| Greenline Partners, LLC | 0.19% | Add +8.1% | 29,398 | $1.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.3% | 29,137 | $1.6M |
| Legacy PCG, LLC | 0.78% | Add +7.2% | 24,344 | $1.3M |
| Elevated Capital Advisors, LLC | 0.29% | Reduce -8.4% | 22,140 | $1.2M |
| IRON Financial LLC | 0.56% | Add +3.0% | 22,107 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -2.4% | 22,022 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.9% | 21,846 | $1.2M |
| AlTi Global, Inc. | 0.02% | Reduce -11.7% | 18,900 | $1.0M |
| Cetera Investment Advisers | 0.00% | Reduce -10.1% | 13,616 | $726K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.8% | 11,727 | $625K |
| Jane Street Group, LLC | 0.00% | Reduce -82.6% | 10,610 | $565K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 9,869 | $526K |
| Citadel Advisors | 0.00% | New | 9,815 | $523K |
| Vanguard Capital Wealth Advisors | 0.41% | Reduce -6.2% | 9,611 | $512K |
| IFG Advisory, LLC | 0.02% | Add +13.7% | 9,574 | $510K |
| Goldman Sachs Group Inc. | 0.00% | No change | 9,246 | $493K |
| Royal Bank of Canada | 0.00% | Reduce -41.9% | 8,594 | $458K |
| GenTrust, LLC | 0.02% | Reduce -0.0% | 8,230 | $439K |
| Essential Partners LLC | 0.13% | Reduce -56.2% | 7,361 | $392K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 7,319 | $390K |
| Comprehensive Money Management Services LLC | 0.27% | New | 7,280 | $388K |
| US Bancorp \de | 0.00% | New | 7,144 | $381K |
| Avior Wealth Management, LLC | 0.01% | Reduce -2.9% | 6,888 | $367K |
| Raymond James Financial Inc. | 0.00% | Reduce -43.0% | 6,527 | $348K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,297 | $336K |
| Advisory Services Network, LLC | 0.00% | Add +1.8% | 5,379 | $287K |
| Avaii Wealth Management, LLC | 0.11% | Add +0.1% | 5,250 | $280K |
| United Advisor Group, LLC | 0.04% | New | 5,000 | $266K |
| Greenwich Wealth Management LLC | 0.01% | New | 4,881 | $260K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,757 | $253K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -26.6% | 4,675 | $249K |
| Baker Ellis Asset Management LLC | 0.02% | New | 3,800 | $202K |
| Signature Estate & Investment Advisors LLC | 0.00% | New | 3,771 | $201K |
| Bogart Wealth, LLC | 0.01% | No change | 3,640 | $194K |
| IFP Advisors, Inc | 0.00% | Add +40.0% | 3,500 | $186K |
| Evolution Wealth Management Inc. | 0.12% | Add +93.2% | 2,210 | $118K |
| Salomon & Ludwin, LLC | 0.01% | No change | 1,404 | $75K |
| Jones Financial Companies LLLP | 0.00% | Reduce -83.0% | 1,398 | $74K |
| MAI Capital Management | 0.00% | No change | 1,010 | $54K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 871 | $46K |
| Arax Advisory Partners | 0.00% | New | 819 | $44K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +1.9% | 541 | $29K |
| Bessemer Group Inc. | 0.00% | New | 501 | $27K |
| North Capital, Inc. | 0.02% | Add +0.2% | 501 | $27K |
| WFA of San Diego, LLC | 0.01% | New | 280 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +1.6% | 190 | $10K |
| Parallel Advisors, LLC | 0.00% | Reduce -0.6% | 168 | $9K |
| Comerica Bank | 0.00% | Add +263.4% | 149 | $8K |
| Principal Securities, Inc. | 0.00% | No change | 144 | $8K |
| Qube Research & Technologies Ltd | 0.00% | New | 110 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 94 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.7% | 74 | $4K |
| Geneos Wealth Management Inc. | 0.00% | New | 49 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $2K |
| Kilter Group LLC | 0.00% | Reduce -17.4% | 19 | $1K |
| Blue Trust, Inc. | 0.00% | New | 10 | $533 |
"% 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.