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

$51.85+0.45 (+0.88%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

QoQ Change in Holders

+10 / -1

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+$36.9B
Mid-American Wealth Advisory Group, Inc.New Position+192K+$9.9B
Sovran Advisors, LLCNew Position+159K+$8.3B
Yoder Wealth Management, Inc.New Position+114K+$5.9B
Lloyd Advisory Services, LLC.New Position+50K+$2.6B
CITADEL ADVISORS LLCIncreased+50K+$2.5B
Tower Research Capital LLC (TRC)Increased+35K+$1.6B
US BANCORP \DE\Increased+30K+$1.6B
IRON Financial LLCNew Position+22K+$1.1B
GOLDMAN SACHS GROUP INCIncreased+12K+$507.4M
Comprehensive Money Management Services LLCNew Position+9K+$444.0M
SteelPeak Wealth, LLCNew Position+8K+$390.0M
Hirtle Callaghan & Co LLCIncreased+8K+$337.4M
AVAII WEALTH MANAGEMENT, LLCNew Position+5K+$252.0M
GWN SECURITIES INC.New Position+5K+$236.0M

LTPZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
EVOKE WEALTH, LLCDecreased-109K-$7.2B
NORTHERN TRUST CORPDecreased-65K-$4.8B
WELLS FARGO & COMPANY/MNDecreased-60K-$4.6B
LPL Financial LLCDecreased-225-$1.9B
OSAIC HOLDINGS, INC.Decreased-1K-$1.0B
WEALTHEDGE INVESTMENT ADVISORS, LLCDecreased-11K-$968.5M
Cetera Investment AdvisersDecreased-4K-$725.5M
UBS Group AGDecreased-12K-$710.0M
ROYAL BANK OF CANADADecreased-293-$458.0M
Avior Wealth Management, LLCDecreased-758-$366.7M
RAYMOND JAMES FINANCIAL INCDecreased-2K-$347.8M
Advisory Services Network, LLCDecreased-1K-$286.6M
Private Wealth Advisors, LLCDecreased-4K-$261.6M
Elevated Capital Advisors, LLCDecreased-433-$56.6M
MAI Capital ManagementClosed Position-1K-$53.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CENTRAL TRUST Co692,709$35.8B702.24%Share
2EVOKE WEALTH, LLC663,471$34.0B634.68%Share
3Avos Capital Management, LLC345,686$17.9B7.82%Share
4WEALTHEDGE INVESTMENT ADVISORS, LLC256,073$13.3B4.90%Share
5NORTHERN TRUST CORP264,486$13.0B1.66%Share
6WELLS FARGO & COMPANY/MN204,096$10.0B1.82%Share
7WELLS FARGO & COMPANY/MN197,370$10.0B1.82%Share
8Mid-American Wealth Advisory Group, Inc.192,125$9.9B4.20%Share
9Sovran Advisors, LLC158,658$8.3B0.71%Share
10Fermata Advisors, LLC134,241$6.9B1.67%Share
11Yoder Wealth Management, Inc.114,471$5.9B2.70%Share
12Hirtle Callaghan & Co LLC67,099$3.5B0.12%Share
13Balanced Rock Investment Advisors LLC59,324$3.1B2.18%Share
14CITADEL ADVISORS LLC60,064$3.0B0.45%Share
15SUSQUEHANNA INTERNATIONAL GROUP, LLP67,100$3.0B0.35%Call
16OSAIC HOLDINGS, INC.72,635$3.0B4.38%Share
17Tortoise Investment Management, LLC55,967$2.9B0.25%Share
18Lloyd Advisory Services, LLC.50,294$2.6B1.01%Share
19UBS Group AG43,930$2.3B0.37%Share
20Private Wealth Advisors, LLC42,934$2.2B0.71%Share
21Tower Research Capital LLC (TRC)42,349$2.0B0.05%Share
22Ancora Advisors LLC42,530$2.0B0.04%Share
23SUSQUEHANNA INTERNATIONAL GROUP, LLP39,500$2.0B0.23%Put
24US BANCORP \DE\37,642$1.9B2.28%Share
25MGO Private Wealth, LLC24,337$1.3B0.78%Share
26IRON Financial LLC22,199$1.1B0.53%Share
27Elevated Capital Advisors, LLC21,707$1.1B0.26%Share
28CENTRAL TRUST Co20,463$1.1B20.73%Share
29NORTHERN TRUST CORP24,110$1.0B0.13%Share
30GOLDMAN SACHS GROUP INC21,444$1.0B0.12%Share
31Private Advisor Group, LLC22,370$1.0B4.70%Share
32CITADEL ADVISORS LLC38,400$1.0B0.15%Call
33GenTrust, LLC10,163$527.0M0.02%Share
34Comprehensive Money Management Services LLC8,585$444.0M0.31%Share
35SteelPeak Wealth, LLC7,526$390.0M0.01%Share
36United Advisor Group, LLC5,000$258.0M0.03%Share
37AVAII WEALTH MANAGEMENT, LLC4,876$252.0M0.09%Share
38GWN SECURITIES INC.4,573$236.0M0.05%Share
39ATLAS CAPITAL ADVISORS INC.4,540$234.0M0.03%Share
40Texas Capital Bank Wealth Management Services Inc4,045$209.0M0.01%Share
41Kingdom Financial Group LLC.2,112$109.0M0.03%Share
42INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC1,334$69.0M0.00%Share
43Eagle Bay Advisors LLC563$29.0M0.02%Share
44Quest 10 Wealth Builders, Inc.567$29.0M0.03%Share
45ALTFEST L J & CO INC211,750$11.0M1.20%Share
46CREATIVE FINANCIAL DESIGNS INC /ADV192$9.0M0.00%Share
47COMERICA BANK149$7.0M0.03%Share
48SJBENEN ADVISORY, LLC79,686$4.1M3.85%Share
49Ares Financial Consulting, LLC59,941$3.1M2.95%Share
50Torren Management, LLC52,852$2.7M1.40%Share

LTPZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202597$204.0B+43
Q3 202554$158.1B-12
Q2 202566$180.7B-16
Q1 202582$283.2B+7
Q4 202475$1.4T+20
Q3 202455$25.3T+3
Q2 202452$31.4T+1
Q1 202451$38.2T

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 $35.8B in shares. This quarter, 10 institutions opened new positions and 1 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 $35.8B in shares.

Is institutional ownership of LTPZ increasing or decreasing?

This quarter, 10 institutions opened new positions in LTPZ and 1 closed their positions.