PIMCO 15+ YR US Tips IndxLTPZETF
13F holders, Q1 2026 (March 31)84holders −12
9new positions
20sold out
$51.07avg. 13F price*
At the end of Q1 2026, 84 institutions reported holding PIMCO 15+ YR US Tips Indx (LTPZ) in their 13F filings, down 12 from Q4 2025. 9 opened new positions and 20 sold out. The largest holders were CENTRAL TRUST Co ($38.3M), Evoke Wealth, LLC ($27.1M) and Wells Fargo & Company ($24.8M).
- Company
- PIMCO 15+ YR US Tips Indx
- Filed as
- PIMCO ETF TR (Q1 2026)
- CUSIP
- 72201R304
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $7.3M |
| Exits | 20 | $21.9M |
All 13F filers, Q4 2025 → Q1 2026: 479,081 shares bought and 1,183,032 shares sold, net −703,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| CENTRAL TRUST Co | 0.75% | Add +5.1% | 749,709 | $38.3M |
| Evoke Wealth, LLC | 0.50% | Reduce -19.9% | 531,554 | $27.1M |
| Wells Fargo & Company | 0.01% | Add +21.1% | 486,020 | $24.8M |
| Altfest L J & Co. Inc. | 1.50% | Add +29.9% | 275,103 | $14.0M |
| Northern Trust Corp. | 0.00% | Reduce -17.7% | 237,431 | $12.1M |
| Mid-American Wealth Advisory Group, Inc. | 4.20% | No change | 192,125 | $9.9M |
| Sovran Advisors, LLC | 0.65% | Add +1.2% | 160,618 | $8.3M |
| Avos Capital Management, LLC | 3.01% | Reduce -56.8% | 149,430 | $7.6M |
| Fermata Advisors, LLC | 1.68% | Add +8.8% | 146,045 | $7.5M |
| Osaic Holdings, Inc. | 0.01% | Add +64.5% | 121,332 | $6.2M |
| Yoder Wealth Management, Inc. | 2.63% | Reduce -1.1% | 113,266 | $5.8M |
| HighTower Advisors, LLC | 0.01% | New | 99,010 | $5.1M |
| AE Wealth Management LLC | 0.02% | Reduce -2.0% | 64,207 | $3.3M |
| Tortoise Investment Management, LLC | 0.26% | Add +10.2% | 61,697 | $3.1M |
| Balanced Rock Investment Advisors LLC | 2.19% | Add +2.9% | 61,046 | $3.1M |
| Wealthedge Investment Advisors, LLC | 1.13% | Reduce -76.6% | 60,012 | $3.1M |
| Ares Financial Consulting, LLC | 2.30% | Reduce -4.6% | 57,193 | $2.9M |
| Torren Management, LLC | 1.44% | Add +6.9% | 56,485 | $2.9M |
| UBS Group AG | 0.00% | Add +25.4% | 55,065 | $2.8M |
| Ancora Advisors LLC | 0.06% | Add +22.3% | 54,830 | $2.8M |
| Morgan Stanley | 0.00% | Add +1.6% | 50,409 | $2.6M |
| Sjbenen Advisory, LLC | 2.10% | Reduce -38.4% | 49,101 | $2.5M |
| Focus Financial Network, Inc. | 0.09% | Add +0.5% | 48,455 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +82.1% | 39,048 | $2.0M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 35,120 | $1.8M |
| GFS Advisors, LLC | 0.09% | New | 28,260 | $1.4M |
| Bank of America Corp. | 0.00% | Add +13.9% | 24,477 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +8.2% | 24,209 | $1.2M |
| SteelPeak Wealth, LLC | 0.04% | Add +208.7% | 23,230 | $1.2M |
| Vanguard Capital Wealth Advisors | 1.03% | Add +136.7% | 21,699 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -13.3% | 20,541 | $1.0M |
| Global Endowment Management, LP | 0.11% | Reduce -33.3% | 20,000 | $1.0M |
| Lifetime Wealth Management P.C. | 0.49% | Add +0.2% | 16,357 | $835K |
| IRON Financial LLC | 0.34% | Reduce -31.7% | 15,169 | $774K |
| SVRN Asset Management, LLC | 0.73% | Reduce -29.3% | 14,809 | $756K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +5.0% | 13,187 | $673K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 12,508 | $638K |
| Comprehensive Money Management Services LLC | 0.40% | Add +38.9% | 11,925 | $609K |
| Greenline Partners, LLC | 0.07% | Reduce -59.5% | 11,880 | $606K |
| Winter & Associates, Inc. | 0.49% | Reduce -5.7% | 10,878 | $562K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -5.9% | 10,853 | $554K |
| Cetera Investment Advisers | 0.00% | Reduce -14.2% | 8,492 | $433K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.6% | 7,977 | $407K |
| Essential Partners LLC | 0.13% | Add +5.1% | 7,584 | $387K |
| Stifel Financial Corp. | 0.00% | Add +15.5% | 6,281 | $321K |
| Avior Wealth Management, LLC | 0.01% | Reduce -1.0% | 6,070 | $310K |
| Susquehanna International Group, LLP | 0.00% | Reduce -16.0% | 5,879 | $300K |
| Greenwich Wealth Management LLC | 0.01% | No change | 5,523 | $282K |
| GenTrust, LLC | 0.01% | Reduce -47.5% | 5,333 | $272K |
| Legacy PCG, LLC | 1.39% | Reduce -79.4% | 5,005 | $255K |
| United Advisor Group, LLC | 0.03% | No change | 5,000 | $255K |
| Avaii Wealth Management, LLC | 0.09% | Add +0.3% | 4,889 | $249K |
| Authentikos Wealth Advisory, LLC | 0.17% | New | 4,836 | $247K |
| Modera Wealth Management, LLC | 0.00% | No change | 4,757 | $243K |
| Lido Advisors, LLC | 0.00% | New | 4,737 | $242K |
| Baker Ellis Asset Management LLC | 0.03% | No change | 4,710 | $240K |
| Atlas Capital Advisors Inc. | 0.03% | Add +1.6% | 4,615 | $236K |
| Mutual Advisors, LLC | 0.00% | New | 4,507 | $230K |
| Aegis Wealth Management, Inc. | 0.18% | Reduce -0.5% | 4,445 | $227K |
| Royal Bank of Canada | 0.00% | Reduce -49.2% | 4,218 | $216K |
| Kastel Capital Advisors, LLC | 0.13% | No change | 4,105 | $212K |
| Advisory Services Network, LLC | 0.00% | Reduce -4.6% | 4,148 | $212K |
| Jones Financial Companies LLLP | 0.00% | Reduce -2.4% | 3,679 | $185K |
| Evolution Wealth Management Inc. | 0.11% | Reduce -1.4% | 2,847 | $145K |
| Lloyd Advisory Services, LLC. | 0.03% | Reduce -96.3% | 1,888 | $96K |
| Kingdom Financial Group LLC. | 0.03% | Reduce -10.6% | 1,888 | $96K |
| Elevated Capital Advisors, LLC | 0.02% | Reduce -91.5% | 1,852 | $95K |
| International Assets Investment Management, LLC | 0.00% | Reduce -1.0% | 1,321 | $67K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +79.9% | 1,259 | $64K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 871 | $44K |
| Harbour Investments, Inc. | 0.00% | New | 845 | $43K |
| Golden State Wealth Management, LLC | 0.00% | New | 732 | $37K |
| WFA of San Diego, LLC | 0.03% | No change | 680 | $35K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -4.1% | 544 | $28K |
| Networth Advisors, LLC | 0.01% | Reduce -18.2% | 305 | $16K |
| Parallel Advisors, LLC | 0.00% | No change | 159 | $8K |
| Hantz Financial Services, Inc. | 0.00% | New | 151 | $8K |
| Fifth Third Bancorp | 0.00% | New | 149 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 95 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -96.5% | 59 | $3K |
| Farther Finance Advisors, LLC | 0.00% | No change | 32 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 29 | $1K |
| Kilter Group LLC | 0.00% | Reduce -16.7% | 5 | $247 |
| Capital Advisor Network LLC | 0.00% | — | 3 | $153 |
"% 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.