Skip to content
Disclosery

LTPZ PIMCO ETF TR

Follow

15+ YR US TIPS (fund)

83 managers (84 13F filers) reported a position in LTPZ shares at 2026-03-31, 4,338,537 shares in all. 8 filers opened a position and 20 filers sold out during the quarter.

Managers
83
13F filers
84
New
8
Added
27
Reduced
35
Sold out
20
Shares held by filers
4,338,537

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CENTRAL TRUST Co749,709$38.3M0.75%+36,53713F-HRTimeline
EVOKE WEALTH, LLC531,554$27.1M0.5%-131,91713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN486,020$24.8M<0.01%+84,55413F-HR/ATimelineGroup
ALTFEST L J & CO INC275,103$14M1.5%+63,35313F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP237,431$12.1M<0.01%-51,16513F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.192,125$9.94M4.2%013F-HRTimeline
Sovran Advisors, LLC160,618$8.26M0.65%+1,96013F-HRTimeline
Avos Capital Management, LLC149,430$7.63M3.01%-196,25613F-HRTimeline
Fermata Advisors, LLC146,045$7.45M1.68%+11,80413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.121,332$6.19M0.01%+47,56513F-HRTimelineGroup
Yoder Wealth Management, Inc.113,266$5.78M2.63%-1,20513F-HRTimeline
HighTower Advisors, LLC99,010$5.05M0.01%new13F-HRTimeline
AE Wealth Management LLC64,207$3.28M0.02%-1,31113F-HRTimeline
Tortoise Investment Management, LLC61,697$3.15M0.26%+5,73013F-HRTimeline
Balanced Rock Investment Advisors LLC61,046$3.12M2.19%+1,72213F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC60,012$3.06M1.13%-196,06113F-HRTimeline
Ares Financial Consulting, LLC57,193$2.92M2.3%-2,74813F-HRTimeline
Torren Management, LLC56,485$2.88M1.44%+3,63313F-HRTimeline
UBS Group AGgroup of 2 filers holding56,324$2.87M+11,694Timeline
Ancora Advisors LLCin group Ancora Advisors LLC54,830$2.8M0.06%+10,00013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY50,409$2.57M<0.01%+81813F-HRTimelineGroup
SJBENEN ADVISORY, LLC49,101$2.51M2.09%-30,58513F-HRTimeline
Focus Financial Network, Inc.48,455$2.47M0.09%+24213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC39,048$1.99M<0.01%+17,60413F-HRTimelineGroup
LPL Financial LLC35,120$1.79M<0.01%-1,23613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/24,477$1.25M<0.01%+2,98113F-HRTimelineGroup
Private Advisor Group, LLC24,209$1.24M0.01%+1,83913F-HRTimeline
SteelPeak Wealth, LLC23,230$1.19M0.04%+15,70413F-HRTimeline
Vanguard Capital Wealth Advisors21,699$1.11M1.02%+12,53013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MML INVESTORS SERVICES, LLC20,541$1.05M<0.01%-3,16113F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …20,000$1.02M0.11%-10,00013F-HRTimelineGroup
Lifetime Wealth Management P.C.16,357$835K0.47%+2813F-HRTimeline
IRON Financial LLC15,169$774K0.34%-7,03013F-HRTimeline
SVRN Asset Management, LLC14,809$756K0.73%-6,12413F-HRTimeline
Dynamic Advisor Solutions LLC13,187$673K0.02%+62613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding12,508$638K-40,728Timeline
Comprehensive Money Management Services…11,925$609K0.4%+3,34013F-HRTimeline
Greenline Partners, LLC11,880$606K0.07%-17,45913F-HRTimeline
Winter & Associates, Inc.10,878$562K0.49%-66013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth10,853$554K0.01%-68513F-HRTimelineGroup
Cetera Investment Advisers8,492$433K<0.01%-1,40013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,977$407K<0.01%-1,36613F-HRTimelineGroup
Essential Partners LLC7,584$387K0.13%+37113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP6,281$321K<0.01%+84213F-HRTimelineGroup
Avior Wealth Management, LLC6,070$310K0.01%-6013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…5,879$300K<0.01%-1,12313F-HRTimelineGroup
Greenwich Wealth Management LLC5,523$282K0.01%013F-HRTimeline
GenTrust, LLC5,333$272K0.01%-4,83013F-HRTimeline
Legacy PCG, LLC5,005$255K1.39%-19,33213F-HRTimeline
United Advisor Group, LLC5,000$255K0.03%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC4,889$249K0.09%+1313F-HRTimeline
Authentikos Wealth Advisory, LLC4,836$247K0.17%new13F-HRTimeline
Modera Wealth Management, LLC4,757$243K<0.01%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,737$242K<0.01%new13F-HRTimelineGroup
Baker Ellis Asset Management LLC4,710$240K0.03%013F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,615$236K0.03%+7513F-HRTimeline
Mutual Advisors, LLC4,507$230K<0.01%new13F-HRTimeline
Aegis Wealth Management, Inc.4,445$227K0.18%-2313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,218$216K<0.01%-4,08313F-HRTimelineGroup
Kastel Capital Advisors, LLC4,105$212K0.13%013F-HRTimeline
Advisory Services Network, LLC4,148$212K<0.01%-20013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,679$185K<0.01%-9113F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.2,847$145K0.11%-4013F-HRTimeline
Lloyd Advisory Services, LLC.1,888$96.3K0.03%-48,40613F-HRTimeline
Kingdom Financial Group LLC.1,888$96.3K0.03%-22413F-HRTimeline
Elevated Capital Advisors, LLC1,852$94.5K0.02%-19,85513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,321$67.5K<0.01%-1313F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …871$44.4K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.845$43.1K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC732$37.4K<0.01%new13F-HRTimeline
WFA of San Diego, LLC680$34.7K0.03%013F-HRTimeline
Quest 10 Wealth Builders, Inc.544$27.8K0.02%-2313F-HRTimeline
Networth Advisors, LLC305$15.6K0.01%-6813F-HRTimeline
Parallel Advisors, LLC159$8.16K<0.01%013F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.151$8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…149$7.6K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…95$4.86K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC59$3.01K<0.01%-1,63113F-HRTimeline
Farther Finance Advisors, LLC32$1.64K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.29$1.48K<0.01%013F-HRTimeline
Kilter Group LLC5$247<0.01%-113F-HRTimeline
Capital Advisor Network LLC3$153<0.01%13F-HR/ATimeline
Smartleaf Asset Management LLC0$12<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.