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Disclosery

LTPZ PIMCO ETF TR

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15+ YR US TIPS (fund)

82 managers (82 13F filers) reported a position in LTPZ shares at 2025-03-31, 5,555,209 shares in all. 13 filers opened a position and 20 filers sold out during the quarter.

Managers
82
13F filers
82
New
13
Added
26
Reduced
30
Sold out
20
Shares held by filers
5,555,209

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC1,074,833$58.9M1.54%-68,72013F-HRTimeline
GenTrust, LLC629,202$34.5M1.66%+14,14413F-HRTimeline
CENTRAL TRUST Co537,475$29.5M0.72%+17,28313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN439,676$24.1M0.01%-74,19413F-HRTimelineGroup
Almanack Investment Partners, LLC.416,481$22.8M4.53%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP311,671$17.1M<0.01%+32,65813F-HRTimelineGroup
Empowered Funds, LLC285,894$15.7M0.22%new13F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC219,752$12.1M5.44%+73,55613F-HRTimeline
Avos Capital Management, LLC203,742$11.2M7.37%-9,42913F-HRTimeline
Sovran Advisors, LLC166,455$8.59M1.11%+17,19213F-HRTimeline
Fermata Advisors, LLC143,482$7.87M1.42%-4,05613F-HRTimeline
Mid-American Wealth Advisory Group, Inc.115,827$6.35M3.41%-20,55313F-HRTimeline
Yoder Wealth Management, Inc.98,074$5.38M3.03%+2,81313F-HRTimeline
UBS Group AGin group UBS Group AG66,607$3.65M<0.01%-2,30113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC60,542$3.32M0.01%+34,79113F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY59,924$3.29M<0.01%-2,12813F-HRTimelineGroup
Legacy PCG, LLC51,551$2.83M1.99%+6,58513F-HRTimeline
Private Wealth Advisors, LLC47,541$2.61M1.09%+1,24413F-HRTimeline
Lloyd Advisory Services, LLC.46,290$2.54M1.28%-15,39513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC42,300$2.32M0.05%+10,00013F-HRTimelineGroup
AE Wealth Management LLC40,112$2.2M0.02%-188,27213F-HRTimeline
CHB Investment Group, LLC38,994$2.14M1.14%+2,23613F-HRTimeline
Balanced Rock Investment Advisors LLC33,469$1.84M1.46%+68713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC32,991$1.81M<0.01%+1,67213F-HRTimelineGroup
LPL Financial LLC31,505$1.73M<0.01%-1,10213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA24,792$1.36M<0.01%+2,88313F-HR/ATimelineGroup
Elevated Capital Advisors, LLC24,165$1.33M0.37%+44113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/23,620$1.3M<0.01%-4,59113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC22,287$1.22M<0.01%-3,43513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.21,400$1.17M0.03%-176,70013F-HRTimelineGroup
Private Advisor Group, LLC21,208$1.16M0.01%+4,34413F-HRTimeline
IRON Financial LLC20,493$1.12M0.63%+1,38813F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth20,323$1.11M0.02%+10,37113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC19,415$1.06M<0.01%-9,09413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,246$891K<0.01%-3,47413F-HRTimelineGroup
Cetera Investment Advisers15,036$825K<0.01%+1,65913F-HRTimeline
GTS SECURITIES LLC14,979$821K0.04%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,246$507K<0.01%-148,21113F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,953$486K<0.01%+3,88913F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC8,167$448K0.01%+1,16713F-HRTimeline
Avior Wealth Management, LLC7,934$435K0.02%-3,09313F-HRTimeline
IFG Advisory, LLC7,544$414K0.02%+38413F-HRTimeline
Forefront Analytics, LLC7,394$405K0.47%-167,31113F-HRTimeline
HARBOUR INVESTMENTS, INC.7,081$388K0.01%013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding7,001$384K-424Timeline
CITIGROUP INCin group CITIGROUP INC6,210$341K<0.01%-1,66813F-HRTimelineGroup
Modera Wealth Management, LLC4,730$259K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…4,686$257K0.02%-58213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,392$241K0.13%new13F-HR/ATimeline
ATLAS CAPITAL ADVISORS INC.4,300$236K0.03%+50013F-HRTimeline
GWN SECURITIES INC.4,049$222K0.01%new13F-HRTimeline
Addison Capital Co3,822$210K0.08%-23813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,771$207K0.01%new13F-HRTimelineGroup
Focus Financial Network, Inc.3,670$201K0.01%new13F-HRTimeline
Bogart Wealth, LLC3,640$200K0.01%013F-HRTimeline
Tortoise Investment Management, LLC2,405$132K0.01%-3,49813F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,860$102K<0.01%-1,91513F-HRTimelineGroup
MAI Capital Management1,010$55.4K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …871$47.8K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC815$44.7K<0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.514$28.2K0.03%+38313F-HRTimeline
North Capital, Inc.500$27.4K0.03%13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\358$19.6K<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc209$11.5K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV184$10.1K<0.01%-63713F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC174$9.54K<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC170$9.32K0.01%013F-HRTimeline
Parallel Advisors, LLC169$9.26K<0.01%+113F-HRTimeline
Transce3nd, LLC145$7.95K<0.01%-44813F-HRTimeline
Redwood Park Advisors LLC145$7.95K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC144$7.5K<0.01%013F-HRTimelineGroup
Continuum Advisory, LLC117$6.42K<0.01%013F-HRTimeline
Park Square Financial Group, LLC93$5.1K<0.01%-16513F-HRTimeline
Steward Partners Investment Advisory, L…91$4.99K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC74$4.06K<0.01%-46813F-HRTimeline
EQ WEALTH ADVISORS, LLC56$3.07K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.50$2.74K<0.01%-513F-HRTimeline
Lord & Richards Wealth Management, LLC42$2.3K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC32$2K<0.01%+2513F-HRTimelineGroup
Farther Finance Advisors, LLC32$1.75K<0.01%013F-HRTimeline
COMERICA BANK5$274<0.01%-10313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.