PIMCO 15+ YR US Tips IndxLTPZETF
13F holders, Q4 2025 (December 31)96holders +14
17new positions
12sold out
1famous investor
$51.80avg. 13F price*
At the end of Q4 2025, 96 institutions reported holding PIMCO 15+ YR US Tips Indx (LTPZ) in their 13F filings, up 14 from Q3 2025. 17 opened new positions and 12 sold out. The largest holders were CENTRAL TRUST Co ($36.9M), Evoke Wealth, LLC ($34.5M) and Wells Fargo & Company ($20.8M). 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 2025)
- CUSIP
- 72201R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.8M |
| Exits | 12 | $10.9M |
All 13F filers, Q3 2025 → Q4 2025: 525,899 shares bought and 561,914 shares sold, net −36,015 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| CENTRAL TRUST Co | 0.72% | Add +6.3% | 713,172 | $36.9M |
| Evoke Wealth, LLC | 0.66% | Reduce -14.1% | 663,471 | $34.5M |
| Wells Fargo & Company | 0.00% | Reduce -13.0% | 401,466 | $20.8M |
| Avos Capital Management, LLC | 7.82% | Add +2.9% | 345,686 | $17.9M |
| Northern Trust Corp. | 0.00% | Reduce -18.3% | 288,596 | $14.9M |
| Wealthedge Investment Advisors, LLC | 4.90% | Reduce -4.0% | 256,073 | $13.3M |
| Altfest L J & Co. Inc. | 1.20% | Add +62.9% | 211,750 | $11.0M |
| Mid-American Wealth Advisory Group, Inc. | 4.20% | Add +0.7% | 192,125 | $9.9M |
| Sovran Advisors, LLC | 0.71% | Reduce -8.5% | 158,658 | $8.3M |
| Fermata Advisors, LLC | 1.67% | Add +6.1% | 134,241 | $6.9M |
| Yoder Wealth Management, Inc. | 2.70% | Add +2.6% | 114,471 | $5.9M |
| Flow Traders U.S. LLC | 0.18% | New | 105,575 | $5.5M |
| Sjbenen Advisory, LLC | 4.28% | — | 79,686 | $4.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.9% | 73,767 | $3.8M |
| AE Wealth Management LLC | 0.02% | Reduce -1.8% | 65,518 | $3.4M |
| Citadel Advisors | 0.00% | Add +512.0% | 60,064 | $3.1M |
| Ares Financial Consulting, LLC | 2.95% | — | 59,941 | $3.1M |
| Balanced Rock Investment Advisors LLC | 2.18% | Add +5.7% | 59,324 | $3.1M |
| Tortoise Investment Management, LLC | 0.25% | Add +6.7% | 55,967 | $2.9M |
| Torren Management, LLC | 1.40% | — | 52,852 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +393.4% | 52,350 | $2.7M |
| Lloyd Advisory Services, LLC. | 1.01% | Add +6.6% | 50,294 | $2.6M |
| Morgan Stanley | 0.00% | Reduce -29.9% | 49,591 | $2.6M |
| Focus Financial Network, Inc. | 0.09% | Add +6.9% | 48,213 | $2.5M |
| Ancora Advisors LLC | 0.05% | No change | 44,830 | $2.3M |
| UBS Group AG | 0.00% | Reduce -21.5% | 43,930 | $2.3M |
| Private Wealth Advisors, LLC | 0.80% | Reduce -7.9% | 42,934 | $2.2M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +478.6% | 42,349 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +315.6% | 41,017 | $2.1M |
| US Bancorp \de | 0.00% | Add +426.9% | 37,642 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -0.6% | 36,356 | $1.9M |
| Global Endowment Management, LP | 0.19% | No change | 30,000 | $1.6M |
| Greenline Partners, LLC | 0.17% | Reduce -0.2% | 29,339 | $1.5M |
| Legacy PCG, LLC | 0.78% | Reduce -0.0% | 24,337 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +7.6% | 23,702 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +2.4% | 22,370 | $1.2M |
| IRON Financial LLC | 0.53% | Add +0.4% | 22,199 | $1.1M |
| Elevated Capital Advisors, LLC | 0.26% | Reduce -2.0% | 21,707 | $1.1M |
| Bank of America Corp. | 0.00% | Reduce -31.9% | 21,496 | $1.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +131.9% | 21,444 | $1.1M |
| SVRN Asset Management, LLC | 0.89% | — | 20,933 | $1.1M |
| Lifetime Wealth Management P.C. | 0.54% | — | 16,329 | $845K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +7.1% | 12,561 | $650K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -58.1% | 12,219 | $632K |
| Winter & Associates, Inc. | 0.55% | — | 11,538 | $597K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -63.0% | 11,538 | $597K |
| IFG Advisory, LLC | 0.02% | Add +10.6% | 10,588 | $548K |
| GenTrust, LLC | 0.02% | Add +23.5% | 10,163 | $528K |
| Cetera Investment Advisers | 0.00% | Reduce -27.4% | 9,892 | $512K |
| Rockefeller Capital Management L.P. | 0.00% | Add +48.4% | 9,343 | $484K |
| Commonwealth Equity Services, LLC | 0.00% | New | 9,208 | $477K |
| Vanguard Capital Wealth Advisors | 0.38% | Reduce -4.6% | 9,169 | $474K |
| Comprehensive Money Management Services LLC | 0.31% | Add +17.9% | 8,585 | $444K |
| Royal Bank of Canada | 0.00% | Reduce -3.4% | 8,301 | $430K |
| SteelPeak Wealth, LLC | 0.01% | New | 7,526 | $391K |
| Essential Partners LLC | 0.12% | Reduce -2.0% | 7,213 | $373K |
| Susquehanna International Group, LLP | 0.00% | New | 7,002 | $362K |
| Avior Wealth Management, LLC | 0.01% | Reduce -11.0% | 6,130 | $317K |
| Greenwich Wealth Management LLC | 0.01% | Add +13.2% | 5,523 | $286K |
| Stifel Financial Corp. | 0.00% | New | 5,439 | $281K |
| United Advisor Group, LLC | 0.03% | No change | 5,000 | $259K |
| Avaii Wealth Management, LLC | 0.09% | Reduce -7.1% | 4,876 | $252K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,757 | $246K |
| Baker Ellis Asset Management LLC | 0.03% | Add +23.9% | 4,710 | $244K |
| GWN Securities Inc. | 0.05% | New | 4,573 | $237K |
| Atlas Capital Advisors Inc. | 0.03% | — | 4,540 | $235K |
| Aegis Wealth Management, Inc. | 0.18% | — | 4,468 | $231K |
| Advisory Services Network, LLC | 0.00% | Reduce -19.2% | 4,348 | $225K |
| Raymond James Financial Inc. | 0.00% | Reduce -34.0% | 4,310 | $223K |
| Kastel Capital Advisors, LLC | 0.13% | — | 4,105 | $212K |
| Texas Capital Bank Wealth Management Services Inc | 0.01% | New | 4,045 | $209K |
| Jones Financial Companies LLLP | 0.00% | Add +169.7% | 3,770 | $195K |
| IFP Advisors, Inc | 0.00% | No change | 3,500 | $181K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -27.6% | 3,387 | $175K |
| Evolution Wealth Management Inc. | 0.12% | Add +30.6% | 2,887 | $149K |
| Kingdom Financial Group LLC. | 0.03% | New | 2,112 | $109K |
| Simplex Trading, LLC | 0.00% | New | 1,690 | $87K |
| International Assets Investment Management, LLC | 0.00% | New | 1,334 | $69K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 871 | $45K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 700 | $36K |
| WFA of San Diego, LLC | 0.03% | Add +142.9% | 680 | $35K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 610 | $32K |
| Quest 10 Wealth Builders, Inc. | 0.03% | Add +4.8% | 567 | $29K |
| Eagle Bay Advisors LLC | 0.02% | New | 563 | $29K |
| Networth Advisors, LLC | 0.01% | — | 373 | $19K |
| Nemes Rush Group LLC | 0.00% | New | 227 | $12K |
| Creative Financial Designs Inc. | 0.00% | Add +1.1% | 192 | $10K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.4% | 159 | $8K |
| Comerica Bank | 0.00% | No change | 149 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 95 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.6% | 84 | $4K |
| Eq Wealth Advisors, LLC | 0.00% | New | 51 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $2K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -40.8% | 29 | $1K |
| Kilter Group LLC | 0.00% | Reduce -68.4% | 6 | $289 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1 | $52 |
"% 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.