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Disclosery

LTPZ PIMCO ETF TR

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15+ YR US TIPS (fund)

80 managers (80 13F filers) reported a position in LTPZ shares at 2025-06-30, 4,619,683 shares in all. 11 filers opened a position and 15 filers sold out during the quarter.

Managers
80
13F filers
80
New
11
Added
37
Reduced
16
Sold out
15
Shares held by filers
4,619,683

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC961,343$50.4M1.18%-113,49013F-HRTimeline
CENTRAL TRUST Co554,344$29.1M0.67%+16,86913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN472,036$24.8M0.01%+32,36013F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP346,475$18.2M<0.01%+34,80413F-HRTimelineGroup
Avos Capital Management, LLC278,700$14.6M8.34%+74,95813F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC263,811$13.8M5.78%+44,05913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.185,581$9.74M4.63%+69,75413F-HRTimeline
Sovran Advisors, LLC161,861$8.31M0.87%-4,59413F-HRTimeline
Fermata Advisors, LLC131,430$6.9M1.84%-12,05213F-HRTimeline
Yoder Wealth Management, Inc.103,904$5.45M2.84%+5,83013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY71,186$3.74M<0.01%+11,26213F-HRTimelineGroup
AE Wealth Management LLC69,170$3.63M0.03%+29,05813F-HRTimeline
ALTFEST L J & CO INC64,783$3.4M0.4%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC61,085$3.21M0.01%+54313F-HRTimelineGroup
UBS Group AGin group UBS Group AG56,058$2.94M<0.01%-10,54913F-HRTimelineGroup
Balanced Rock Investment Advisors LLC51,424$2.7M2.12%+17,95513F-HRTimeline
Tortoise Investment Management, LLC49,639$2.6M0.25%+47,23413F-HRTimeline
Private Wealth Advisors, LLC48,918$2.57M1.01%+1,37713F-HRTimeline
Lloyd Advisory Services, LLC.47,684$2.5M1.21%+1,39413F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC44,830$2.35M0.05%+2,53013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC44,335$2.33M<0.01%+11,34413F-HRTimelineGroup
LPL Financial LLC42,570$2.23M<0.01%+11,06513F-HRTimeline
CHB Investment Group, LLC40,240$2.11M1.08%+1,24613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/33,708$1.77M<0.01%+10,08813F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …30,000$1.57M0.21%new13F-HRTimelineGroup
Greenline Partners, LLC27,208$1.43M0.19%new13F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd26,730$1.4M0.02%new13F-HRTimelineGroup
Elevated Capital Advisors, LLC24,165$1.33M0.37%013F-HRTimeline
Private Advisor Group, LLC22,741$1.19M0.01%+1,53313F-HRTimeline
Legacy PCG, LLC22,702$1.19M0.76%-28,84913F-HRTimeline
MML INVESTORS SERVICES, LLC22,567$1.18M<0.01%+28013F-HRTimeline
IRON Financial LLC21,454$1.13M0.6%+96113F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.21,400$1.12M0.03%013F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth18,519$972K0.01%-1,80413F-HRTimelineGroup
Essential Partners LLC16,812$882K0.35%13F-HRTimeline
Cetera Investment Advisers15,140$794K<0.01%+10413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,781$776K<0.01%-10,01113F-HR/ATimelineGroup
GTS SECURITIES LLC14,444$758K0.03%-53513F-HRTimeline
Dynamic Advisor Solutions LLC11,946$627K0.02%+3,77913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC11,446$601K<0.01%-4,80013F-HRTimelineGroup
Vanguard Capital Wealth Advisors10,247$538K0.53%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,246$485K<0.01%013F-HRTimelineGroup
IFG Advisory, LLC8,419$442K0.02%+87513F-HRTimeline
GWN SECURITIES INC.8,390$441K0.08%+4,34113F-HRTimeline
GenTrust, LLC8,232$432K0.02%-620,97013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,241$429K<0.01%-71213F-HRTimelineGroup
Avior Wealth Management, LLC7,090$372K0.01%-84413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,372$334K<0.01%-62913F-HRTimelineGroup
AVAII WEALTH MANAGEMENT, LLC5,246$275K0.12%+85413F-HRTimeline
Advisory Services Network, LLC5,285$274K<0.01%new13F-HRTimeline
Modera Wealth Management, LLC4,757$250K<0.01%+2713F-HRTimeline
Authentikos Wealth Advisory, LLC4,338$228K0.16%new13F-HR/ATimeline
FIRST MANHATTAN CO. LLC.4,010$210K<0.01%new13F-HRTimeline
Addison Capital Co3,814$200K0.07%-813F-HRTimeline
ATLAS CAPITAL ADVISORS INC.3,800$199K0.02%-50013F-HRTimeline
Bogart Wealth, LLC3,640$191K0.01%013F-HRTimeline
IFP Advisors, Inc2,500$131K<0.01%+2,29113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,765$92.6K<0.01%-9513F-HR/ATimelineGroup
Salomon & Ludwin, LLC1,404$73.3K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.1,144$60K0.07%13F-HRTimeline
MAI Capital Management1,010$53K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …871$45.7K<0.01%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.531$27.9K0.03%+1713F-HRTimeline
North Capital, Inc.500$26.2K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV187$9.83K<0.01%+313F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC174$9.13K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC170$8.92K0.01%013F-HRTimeline
Parallel Advisors, LLC169$8.86K<0.01%013F-HRTimeline
Transce3nd, LLC167$8.76K<0.01%+2213F-HRTimeline
Redwood Park Advisors LLC146$7.64K0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC144$7.56K<0.01%013F-HRTimelineGroup
Park Square Financial Group, LLC138$7.24K0.01%+4513F-HRTimeline
Steward Partners Investment Advisory, L…93$4.86K<0.01%+213F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…70$3.67K<0.01%new13F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC56$2.94K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.51$2.66K<0.01%+113F-HRTimeline
COMERICA BANK41$2.15K<0.01%+3613F-HRTimeline
Farther Finance Advisors, LLC32$1.68K<0.01%013F-HRTimeline
Kilter Group LLC23$1.19K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.