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Disclosery

LTPZ PIMCO ETF TR

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15+ YR US TIPS (fund)

87 managers (88 13F filers) reported a position in LTPZ shares at 2024-12-31, 5,650,415 shares in all. 16 filers opened a position and 19 filers sold out during the quarter.

Managers
87
13F filers
88
New
16
Added
23
Reduced
30
Sold out
19
Shares held by filers
5,650,415

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
EVOKE WEALTH, LLC1,143,553$59.7M1.66%-122,00913F-HRTimeline
GenTrust, LLC615,058$32.1M1.4%new13F-HRTimeline
CENTRAL TRUST Co520,192$27.1M0.66%-53,02913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN513,870$26.8M0.01%+435,49813F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP279,013$14.5M<0.01%-188,82013F-HRTimelineGroup
AE Wealth Management LLC228,384$11.9M0.1%+3,78313F-HRTimeline
Avos Capital Management, LLC213,171$11.3M9.19%13F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.198,100$10.3M0.25%-23,82013F-HRTimelineGroup
Forefront Analytics, LLC174,705$9.1M4.23%-27,54313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC157,457$8.2M<0.01%+145,41013F-HRTimelineGroup
Fermata Advisors, LLC147,538$7.68M1.43%+7,55313F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC146,196$7.61M3.43%13F-HRTimeline
Sovran Advisors, LLC149,263$7.61M1.08%13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.136,380$7.1M4.17%+55,76113F-HRTimeline
Yoder Wealth Management, Inc.95,261$4.96M2.74%+1,61013F-HRTimeline
UBS Group AGin group UBS Group AG68,908$3.59M<0.01%-5,07413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY62,052$3.23M<0.01%-40,07513F-HR/ATimelineGroup
Lloyd Advisory Services, LLC.61,685$3.21M1.52%-2,64513F-HRTimeline
Private Wealth Advisors, LLC46,297$2.41M1.05%+2,58013F-HRTimeline
Legacy PCG, LLC44,966$2.34M1.67%new13F-HRTimeline
CHB Investment Group, LLC36,758$1.91M1.04%+3,75113F-HRTimeline
Greenline Partners, LLC34,227$1.78M0.25%-4,44513F-HRTimeline
Balanced Rock Investment Advisors LLC32,782$1.71M1.35%+73213F-HRTimeline
LPL Financial LLC32,607$1.7M<0.01%+11,35313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC32,300$1.68M0.04%+20,00013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC31,319$1.63M<0.01%-45613F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC29,529$1.54M0.43%+25,76013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC28,509$1.48M<0.01%-47,94013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/28,211$1.47M<0.01%-86,55213F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,751$1.34M<0.01%-51,22713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC25,722$1.34M<0.01%-2,46913F-HRTimeline
Elevated Capital Advisors, LLC23,724$1.24M0.34%+4,67913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA21,909$1.14M<0.01%+8,07713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,720$1.03M<0.01%13F-HR/ATimelineGroup
MIdWestOne Financial Group, Inc.19,701$1.03M0.14%new13F-HRTimeline
Great Lakes Retirement, Inc.19,450$1.01M0.13%-94313F-HRTimeline
IRON Financial LLC19,105$995K0.56%-13,84313F-HRTimeline
Private Advisor Group, LLC16,864$878K<0.01%-3413F-HRTimeline
HOWARD BAILEY SECURITIES, LLC15,456$805K0.3%-1,27413F-HRTimeline
Cetera Investment Advisers13,377$697K<0.01%+4,30813F-HRTimeline
Avior Wealth Management, LLC11,027$574K0.02%-1,26613F-HRTimeline
Authentikos Wealth Advisory, LLC11,007$573K0.57%+52913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth9,952$518K0.01%-10,43113F-HRTimelineGroup
ONE PLUS ONE WEALTH MANAGEMENT, LLC9,246$481K0.28%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC7,878$410K<0.01%new13F-HRTimelineGroup
Paragon Private Wealth Management, LLC7,763$404K0.19%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding7,425$387K-140Timeline
IFG Advisory, LLC7,160$373K0.02%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,081$369K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC7,000$364K0.02%new13F-HRTimeline
Tortoise Investment Management, LLC5,903$307K0.03%+4,90313F-HR/ATimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…5,268$274K0.02%-561,49913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,064$264K<0.01%+3,11513F-HRTimelineGroup
United Advisor Group, LLC5,000$260K0.05%new13F-HRTimeline
Modera Wealth Management, LLC4,730$246K<0.01%new13F-HRTimeline
Addison Capital Co4,060$211K0.08%-25413F-HRTimeline
Csenge Advisory Group4,004$208K0.01%-40613F-HRTimeline
LifeWealth Investments, LLC3,853$201K0.13%13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,800$198K0.03%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,775$197K<0.01%+1,58513F-HR/ATimelineGroup
Bogart Wealth, LLC3,640$190K0.01%013F-HRTimeline
Allworth Financial LP1,490$77.9K<0.01%+1,47413F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …871$45.4K<0.01%new13F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV821$42.7K<0.01%-27513F-HRTimeline
Transce3nd, LLC593$30.9K0.01%13F-HRTimeline
Capital A Wealth Management, LLC542$28.2K0.05%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO350$18.2K<0.01%+10613F-HRTimelineGroup
Park Square Financial Group, LLC258$13.4K0.01%13F-HRTimeline
IFP Advisors, Inc209$10.9K<0.01%+113F-HRTimeline
WOLFF WIESE MAGANA LLC170$8.85K0.01%013F-HRTimeline
Parallel Advisors, LLC168$8.79K<0.01%-5,29213F-HRTimeline
Redwood Park Advisors LLC145$7.55K0.01%13F-HRTimeline
Pineridge Advisors LLC144$7.5K<0.01%-5813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC144$7.5K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.131$6.82K0.01%13F-HRTimeline
Continuum Advisory, LLC117$6.09K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…111$5.78K<0.01%new13F-HRTimelineGroup
COMERICA BANK108$5.62K<0.01%-9613F-HR/ATimeline
Steward Partners Investment Advisory, L…91$4.73K<0.01%+113F-HRTimeline
Decker Retirement Planning Inc.71$3.72K<0.01%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC55$3K<0.01%-1,60513F-HRTimelineGroup
AMERIFLEX GROUP, INC.55$2.92K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC32$1.67K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC26$1.34K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC7$00%013F-HRTimelineGroupValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-1,00013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Quent Capital, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.