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Disclosery

LTPZ PIMCO ETF TR

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15+ YR US TIPS (fund)

81 managers (82 13F filers) reported a position in LTPZ shares at 2025-09-30, 4,852,754 shares in all. 18 filers opened a position and 13 filers sold out during the quarter.

Managers
81
13F filers
82
New
18
Added
26
Reduced
28
Sold out
13
Shares held by filers
4,852,754

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC772,559$41.2M0.86%-188,78413F-HRTimeline
CENTRAL TRUST Co670,568$35.7M0.75%+116,22413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN461,483$24.6M0.01%-10,55313F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP353,265$18.8M<0.01%+6,79013F-HRTimelineGroup
Avos Capital Management, LLC335,981$17.9M8.36%+57,28113F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC266,882$14.2M5.38%+3,07113F-HRTimeline
Mid-American Wealth Advisory Group, Inc.190,860$10.2M4.54%+5,27913F-HRTimeline
Sovran Advisors, LLC173,359$9.33M0.82%+11,49813F-HRTimeline
Forefront Wealth Partners, LLC174,669$9.31M2.34%new13F-HRTimeline
ALTFEST L J & CO INC129,975$6.93M0.77%+65,19213F-HRTimeline
Fermata Advisors, LLC126,547$6.74M1.71%-4,88313F-HRTimeline
Yoder Wealth Management, Inc.111,547$5.94M2.81%+7,64313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.75,199$4.01M0.01%+73,43413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY70,733$3.77M<0.01%-45313F-HR/ATimelineGroup
AE Wealth Management LLC66,727$3.56M0.02%-2,44313F-HRTimeline
Balanced Rock Investment Advisors LLC56,116$2.99M2.19%+4,69213F-HRTimeline
UBS Group AGin group UBS Group AG55,988$2.98M<0.01%-7013F-HRTimelineGroup
Tortoise Investment Management, LLC52,431$2.79M0.25%+2,79213F-HRTimeline
Lloyd Advisory Services, LLC.47,178$2.51M1.18%-50613F-HRTimeline
Private Wealth Advisors, LLC46,596$2.48M0.93%-2,32213F-HRTimeline
Focus Financial Network, Inc.45,118$2.4M0.09%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC44,830$2.39M0.05%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding39,006$2.08M-5,329Timeline
LPL Financial LLC36,581$1.95M<0.01%-5,98913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/31,574$1.68M<0.01%-2,13413F-HR/ATimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth31,159$1.66M0.02%+12,64013F-HRTimelineGroup
Global Endowment Management, LPin group Global Endowment Management, …30,000$1.6M0.2%013F-HRTimelineGroup
Greenline Partners, LLC29,398$1.57M0.19%+2,19013F-HRTimeline
Legacy PCG, LLC24,344$1.3M0.78%+1,64213F-HRTimeline
Elevated Capital Advisors, LLC22,140$1.18M0.29%-2,02513F-HRTimeline
IRON Financial LLC22,107$1.18M0.56%+65313F-HRTimeline
MML INVESTORS SERVICES, LLC22,022$1.17M<0.01%-54513F-HRTimeline
Private Advisor Group, LLC21,846$1.16M0.01%-89513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.18,900$1.01M0.02%-2,50013F-HRTimelineGroup
Cetera Investment Advisers13,616$726K<0.01%-1,52413F-HRTimeline
Dynamic Advisor Solutions LLC11,727$625K0.02%-21913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,610$565K<0.01%-50,47513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,815$523K<0.01%new13F-HRTimelineGroup
Vanguard Capital Wealth Advisors9,611$512K0.41%-63613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
IFG Advisory, LLC9,574$510K0.02%+1,15513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC9,246$493K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,594$458K<0.01%-6,18713F-HRTimelineGroup
GenTrust, LLC8,230$439K0.02%-213F-HRTimeline
Essential Partners LLC7,361$392K0.13%-9,45113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,319$390K0.01%new13F-HRTimelineGroup
Comprehensive Money Management Services…7,280$388K0.27%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\7,144$381K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC6,888$367K0.01%-20213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC6,527$348K<0.01%-4,91913F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,297$336K<0.01%new13F-HRTimelineGroup
Advisory Services Network, LLC5,379$287K<0.01%+9413F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC5,250$280K0.11%+413F-HRTimeline
United Advisor Group, LLC5,000$266K0.04%new13F-HRTimeline
Greenwich Wealth Management LLC4,881$260K0.01%new13F-HRTimeline
Modera Wealth Management, LLC4,757$253K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC4,675$249K<0.01%-1,69713F-HRTimelineGroup
Baker Ellis Asset Management LLC3,800$202K0.02%new13F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,771$201K<0.01%new13F-HRTimelineGroup
Bogart Wealth, LLC3,640$194K0.01%013F-HRTimeline
IFP Advisors, Inc3,500$186K<0.01%+1,00013F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.2,210$118K0.12%+1,06613F-HR/ATimeline
Salomon & Ludwin, LLC1,404$74.6K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,398$74.1K<0.01%-6,84313F-HRTimelineGroup
MAI Capital Management1,010$53.8K<0.01%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …871$46.4K<0.01%013F-HRTimelineGroup
Arax Advisory Partners819$43.6K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.541$28.8K0.03%+1013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC501$27K<0.01%new13F-HRTimelineGroup
North Capital, Inc.501$26.7K0.02%+113F-HRTimeline
WFA of San Diego, LLC280$14.9K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV190$10.1K<0.01%+313F-HRTimeline
Parallel Advisors, LLC168$9K<0.01%-113F-HRTimeline
COMERICA BANK149$7.94K<0.01%+10813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC144$7.67K<0.01%013F-HRTimelineGroup
Qube Research & Technologies Ltd110$5.86K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…94$5K<0.01%+113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…74$3.94K<0.01%+413F-HRTimelineGroup
Geneos Wealth Management Inc.49$2.62K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC32$1.71K<0.01%013F-HRTimeline
Kilter Group LLC19$1.03K<0.01%-413F-HRTimeline
Blue Trust, Inc.10$533<0.01%new13F-HRTimeline