Who Owns PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (LTPZ)?Hedge Fund & Institutional Holders

$51.44-0.34 (-0.66%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$3.584734000178891e+194T

% of Float Held

QoQ Change in Holders

+15 / -0

Price History

$50.23$52.35$54.47$56.59$58.71Sep 24Jun 25Mar 26

LTPZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
CENTRAL TRUST CoNew Position+713K+$36.9M
ALTFEST L J & CO INCNew Position+212K+$11.0M
Mid-American Wealth Advisory Group, Inc.New Position+192K+$9.9M
Sovran Advisors, LLCNew Position+159K+$8.3M
Yoder Wealth Management, Inc.New Position+114K+$5.9M
SJBENEN ADVISORY, LLCNew Position+80K+$4.1M
AE Wealth Management LLCNew Position+66K+$3.4M
Ares Financial Consulting, LLCNew Position+60K+$3.1M
Torren Management, LLCNew Position+53K+$2.7M
Lloyd Advisory Services, LLC.New Position+50K+$2.6M
Envestnet Portfolio Solutions, Inc.New Position+41K+$2.0M
IRON Financial LLCNew Position+22K+$1.1M
SVRN Asset Management, LLCNew Position+21K+$1.1M
Winter & Associates, Inc.New Position+12K+$597K
Vanguard Capital Wealth AdvisorsNew Position+9K+$474K

LTPZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
EVOKE WEALTH, LLCDecreased-109K-$41.1B
WELLS FARGO & COMPANY/MNDecreased-60K-$24.6B
NORTHERN TRUST CORPDecreased-65K-$18.8B
WEALTHEDGE INVESTMENT ADVISORS, LLCDecreased-11K-$14.2B
OSAIC HOLDINGS, INC.Decreased-1K-$4.0B
MORGAN STANLEYDecreased-21K-$3.8B
UBS Group AGDecreased-12K-$3.0B
Private Wealth Advisors, LLCDecreased-4K-$2.5B
LPL Financial LLCDecreased-225-$1.9B
BANK OF AMERICA CORP /DE/Decreased-10K-$1.7B
Focus Partners Advisor Solutions, LLCDecreased-20K-$1.7B
Greenline Partners, LLCDecreased-59-$1.6B
MGO Private Wealth, LLCDecreased-7-$1.3B
Elevated Capital Advisors, LLCDecreased-433-$1.2B
Cetera Investment AdvisersDecreased-4K-$725.5M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CENTRAL TRUST Co692,709$35.8M0.70%Share
2EVOKE WEALTH, LLC663,471$34.0M0.63%Share
3Avos Capital Management, LLC345,686$17.9M7.82%Share
4WEALTHEDGE INVESTMENT ADVISORS, LLC256,073$13.3M4.90%Share
5NORTHERN TRUST CORP264,486$13.0M0.00%Share
6ALTFEST L J & CO INC211,750$11.0M1.20%Share
7WELLS FARGO & COMPANY/MN204,096$10.0M0.00%Share
8WELLS FARGO & COMPANY/MN197,370$10.0M0.00%Share
9Mid-American Wealth Advisory Group, Inc.192,125$9.9M4.20%Share
10Sovran Advisors, LLC158,658$8.3M0.71%Share
11Fermata Advisors, LLC134,241$6.9M1.67%Share
12Yoder Wealth Management, Inc.114,471$5.9M2.70%Share
13SJBENEN ADVISORY, LLC79,686$4.1M3.85%Share
14Hirtle Callaghan & Co LLC67,099$3.5M0.12%Share
15AE Wealth Management LLC64,786$3.4M0.02%Share
16Ares Financial Consulting, LLC59,941$3.1M2.95%Share
17Balanced Rock Investment Advisors LLC59,324$3.1M2.18%Share
18OSAIC HOLDINGS, INC.72,635$3.0M0.00%Share
19SUSQUEHANNA INTERNATIONAL GROUP, LLP67,100$3.0M0.00%Call
20CITADEL ADVISORS LLC60,064$3.0M0.00%Share
21Tortoise Investment Management, LLC55,967$2.9M0.25%Share
22Torren Management, LLC52,852$2.7M1.40%Share
23Lloyd Advisory Services, LLC.50,294$2.6M1.01%Share
24Focus Financial Network, Inc.48,213$2.5M0.09%Share
25UBS Group AG43,930$2.3M0.00%Share
26Private Wealth Advisors, LLC42,934$2.2M0.71%Share
27Tower Research Capital LLC (TRC)42,349$2.0M0.05%Share
28Ancora Advisors LLC42,530$2.0M0.04%Share
29MORGAN STANLEY49,589$2.0M0.00%Share
30Envestnet Portfolio Solutions, Inc.41,017$2.0M0.01%Share
31SUSQUEHANNA INTERNATIONAL GROUP, LLP39,500$2.0M0.00%Put
32JANE STREET GROUP, LLC52,350$2.0M0.00%Share
33US BANCORP \DE\37,642$1.9M0.00%Share
34Global Endowment Management, LP30,000$1.6M0.19%Share
35MGO Private Wealth, LLC24,337$1.3M0.78%Share
36IRON Financial LLC22,199$1.1M0.53%Share
37Elevated Capital Advisors, LLC21,707$1.1M0.26%Share
38SVRN Asset Management, LLC20,933$1.1M0.89%Share
39CENTRAL TRUST Co20,463$1.1M0.02%Share
40Private Advisor Group, LLC22,370$1.0M0.00%Share
41MML INVESTORS SERVICES, LLC23,702$1.0M0.00%Share
42CITADEL ADVISORS LLC38,400$1.0M0.00%Call
43LPL Financial LLC36,356$1.0M0.00%Share
44Greenline Partners, LLC29,339$1.0M0.11%Share
45NORTHERN TRUST CORP24,110$1.0M0.00%Share
46GOLDMAN SACHS GROUP INC21,444$1.0M0.00%Share
47Dynamic Advisor Solutions LLC12,561$650K0.02%Share
48Winter & Associates, Inc.11,538$597K0.55%Share
49GenTrust, LLC10,163$527K0.02%Share
50Vanguard Capital Wealth Advisors9,169$474K0.38%Share

LTPZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202597$246.3M+43
Q3 202554$171.0B-12
Q2 202566$186.8B-17
Q1 202583$309.6B+8
Q4 202475$29.0T+20
Q3 202455$188.0T+2
Q2 202453$115.2T+1
Q1 202452$189.5T

Similar Stocks by Institutional Ownership

As of Q4 2025, 50 institutional investors hold LTPZ (PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund). The largest holder is CENTRAL TRUST Co with $35.8M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own LTPZ?

As of Q4 2025, 50 institutional investors report holding LTPZ (PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund) in their 13F filings.

Who is the largest institutional holder of LTPZ?

The largest institutional holder of LTPZ is CENTRAL TRUST Co with $35.8M in shares.

Is institutional ownership of LTPZ increasing or decreasing?

This quarter, 15 institutions opened new positions in LTPZ and 0 closed their positions.