Who Owns LTPZ?
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund — Institutional Ownership & 13F Holdings
$51.45
+0.16 (+0.32%)
Market Cap
$692.3M
Shares Outstanding
12,321,652
Institutional Holders
82
Total Inst. Value
$306.1M
% of Float Held
—
QoQ Holder Change
+31
Institutional data as of Q1 2025
New Positions
22
Closed Positions
15
Increased
22
Decreased
27
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | EVOKE WEALTH, LLC | $58.9M | 1,074,833 |
| 2 | GenTrust, LLC | $34.5M | 629,202 |
| 3 | CENTRAL TRUST Co | $29.5M | 537,475 |
| 4 | WELLS FARGO & COMPANY/MN | $24.1M | 439,676 |
| 5 | Almanack Investment Partners, LLC.New | $22.8M | 416,481 |
| 6 | NORTHERN TRUST CORP | $17.1M | 311,671 |
| 7 | Empowered Funds, LLCNew | $15.7M | 285,894 |
| 8 | WEALTHEDGE INVESTMENT ADVISORS, LLC | $12.1M | 219,752 |
| 9 | Avos Capital Management, LLC | $11.2M | 203,742 |
| 10 | Sovran Advisors, LLC | $8.6M | 166,455 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| GenTrust, LLC | +14K | $34.5M |
| CENTRAL TRUST Co | +17K | $29.5M |
| Almanack Investment Partners, LLC.New | +416K | $22.8M |
| NORTHERN TRUST CORP | +33K | $17.1M |
| Empowered Funds, LLCNew | +286K | $15.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| AE Wealth Management LLC | -188K | $2.2M |
| AlTi Global, Inc. | -177K | $1.2M |
| Forefront Analytics, LLC | -167K | $405K |
| GOLDMAN SACHS GROUP INC | -148K | $507K |
| WELLS FARGO & COMPANY/MN | -74K | $24.1M |
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Frequently Asked Questions
How many institutional investors hold LTPZ?
As of Q1 2025, 82 institutional investors report holding LTPZ (PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund) in their 13F filings.
Which hedge fund owns the most LTPZ?
The largest institutional holder of LTPZ is EVOKE WEALTH, LLC with $58.9M in shares.
Are institutions buying or selling LTPZ?
This quarter, 22 institutions opened new positions in LTPZ and 15 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.