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Disclosery

LTPZ PIMCO ETF TR

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15+ YR US TIPS (fund)

95 managers (97 13F filers) reported a position in LTPZ shares at 2025-12-31, 5,071,504 shares in all. 17 filers opened a position and 12 filers sold out during the quarter.

Managers
95
13F filers
97
New
17
Added
32
Reduced
30
Sold out
12
Shares held by filers
5,071,504

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
CENTRAL TRUST Co713,172$36.9M0.72%+42,60413F-HRTimeline
EVOKE WEALTH, LLC663,471$34.5M0.66%-109,08813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN401,466$20.8M<0.01%-60,01713F-HRTimelineGroup
Avos Capital Management, LLC345,686$17.9M7.82%+9,70513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP288,596$14.9M<0.01%-64,66913F-HRTimelineGroup
WEALTHEDGE INVESTMENT ADVISORS, LLC256,073$13.3M4.9%-10,80913F-HRTimeline
ALTFEST L J & CO INC211,750$11M1.2%+81,77513F-HRTimeline
Mid-American Wealth Advisory Group, Inc.192,125$9.94M4.2%+1,26513F-HRTimeline
Sovran Advisors, LLC158,658$8.31M0.71%-14,70113F-HRTimeline
Fermata Advisors, LLC134,241$6.95M1.67%+7,69413F-HRTimeline
Yoder Wealth Management, Inc.114,471$5.92M2.7%+2,92413F-HRTimeline
FLOW TRADERS U.S. LLC105,575$5.46M0.18%new13F-HRTimeline
SJBENEN ADVISORY, LLC79,686$4.12M4.25%13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.73,767$3.82M0.01%-1,43213F-HRTimelineGroup
AE Wealth Management LLC65,518$3.39M0.02%-1,20913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC60,064$3.11M<0.01%+50,24913F-HRTimelineGroup
Ares Financial Consulting, LLC59,941$3.1M2.95%13F-HRTimeline
Balanced Rock Investment Advisors LLC59,324$3.07M2.18%+3,20813F-HRTimeline
Tortoise Investment Management, LLC55,967$2.9M0.25%+3,53613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding53,236$2.75M+14,230Timeline
Torren Management, LLC52,852$2.74M1.4%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC52,350$2.71M<0.01%+41,74013F-HRTimelineGroup
Lloyd Advisory Services, LLC.50,294$2.6M1.01%+3,11613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY49,591$2.57M<0.01%-21,14213F-HR/ATimelineGroup
Focus Financial Network, Inc.48,213$2.5M0.09%+3,09513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC44,830$2.32M0.05%013F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding44,630$2.31M-11,358Timeline
Private Wealth Advisors, LLC42,934$2.22M0.8%-3,66213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…42,349$2.19M0.05%+35,03013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\37,642$1.95M<0.01%+30,49813F-HRTimelineGroup
LPL Financial LLC36,356$1.88M<0.01%-22513F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …30,000$1.55M0.19%013F-HRTimelineGroup
Greenline Partners, LLC29,339$1.52M0.17%-5913F-HRTimeline
Legacy PCG, LLC24,337$1.26M0.78%-713F-HRTimeline
MML INVESTORS SERVICES, LLC23,702$1.23M<0.01%+1,68013F-HRTimeline
Private Advisor Group, LLC22,370$1.16M0.01%+52413F-HRTimeline
IRON Financial LLC22,199$1.15M0.53%+9213F-HRTimeline
Elevated Capital Advisors, LLC21,707$1.12M0.26%-43313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,496$1.11M<0.01%-10,07813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC21,444$1.11M<0.01%+12,19813F-HR/ATimelineGroup
SVRN Asset Management, LLC20,933$1.08M0.89%13F-HRTimeline
Lifetime Wealth Management P.C.16,329$845K0.53%13F-HR/ATimeline
Dynamic Advisor Solutions LLC12,561$650K0.02%+83413F-HRTimeline
Winter & Associates, Inc.11,538$597K0.55%13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth11,538$597K0.01%-19,62113F-HRTimelineGroup
IFG Advisory, LLC10,588$548K0.02%+1,01413F-HRTimeline
GenTrust, LLC10,163$528K0.02%+1,93313F-HRTimeline
Cetera Investment Advisers9,892$512K<0.01%-3,72413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…9,343$484K<0.01%+3,04613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,208$476K<0.01%new13F-HRTimeline
Vanguard Capital Wealth Advisors9,169$474K0.38%-44213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Comprehensive Money Management Services…8,585$444K0.31%+1,30513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA8,301$430K<0.01%-29313F-HRTimelineGroup
SteelPeak Wealth, LLC7,526$391K0.01%new13F-HRTimeline
Essential Partners LLC7,213$373K0.11%-14813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,002$362K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC6,130$317K0.01%-75813F-HRTimeline
Greenwich Wealth Management LLC5,523$286K0.01%+64213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP5,439$281K<0.01%new13F-HRTimelineGroup
United Advisor Group, LLC5,000$259K0.03%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,876$252K0.09%-37413F-HRTimeline
Modera Wealth Management, LLC4,757$246K<0.01%013F-HRTimeline
Baker Ellis Asset Management LLC4,710$244K0.03%+91013F-HRTimeline
GWN SECURITIES INC.4,573$237K0.05%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,540$235K0.03%13F-HRTimeline
Aegis Wealth Management, Inc.4,468$231K0.18%13F-HRTimeline
Advisory Services Network, LLC4,348$225K<0.01%-1,03113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,310$223K<0.01%-2,21713F-HRTimelineGroup
Kastel Capital Advisors, LLC4,105$212K0.13%13F-HRTimeline
Texas Capital Bank Wealth Management Se…4,045$209K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,770$195K<0.01%+2,37213F-HRTimelineGroup
IFP Advisors, Inc3,500$181K<0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,387$175K<0.01%-1,28813F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,887$149K0.12%+67713F-HRTimeline
Kingdom Financial Group LLC.2,112$109K0.03%new13F-HRTimeline
SIMPLEX TRADING, LLC1,690$87.5K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,334$69K<0.01%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …871$45.1K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC680$35.2K0.03%+40013F-HRTimeline
Litman Gregory Wealth Management LLC610$31.6K<0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.567$29.3K0.03%+2613F-HRTimeline
Eagle Bay Advisors LLC563$29.2K0.02%new13F-HRTimeline
Networth Advisors, LLC373$19.3K0.01%13F-HRTimeline
Nemes Rush Group LLC227$11.7K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV192$9.92K<0.01%+213F-HRTimeline
Parallel Advisors, LLC159$8.27K<0.01%-913F-HRTimeline
COMERICA BANK149$7.71K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…95$4.91K<0.01%+113F-HRTimeline
Qube Research & Technologies Ltd84$4.35K<0.01%-2613F-HRTimeline
EQ WEALTH ADVISORS, LLC51$2.64K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC32$1.66K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.29$1.5K<0.01%-2013F-HRTimeline
Kilter Group LLC6$289<0.01%-1313F-HRTimeline
Plante Moran Financial Advisors, LLC1$52<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC0$12<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.