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PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (LTPZ) Institutional Ownership

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund logo
$53.25 -0.14 (-0.26%)
Closing price 04:10 PM Eastern
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$53.24 -0.01 (-0.01%)
As of 04:11 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (NYSEARCA:LTPZ)

Current
Institutional Ownership
Percentage
39.71%
Number of
Institutional Buyers
(last 12 months)
7
Total
Institutional Inflows
(last 12 months)
$9.36M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$892.11K
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LTPZ Institutional Buying and Selling by Quarter

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/29/2025 Salomon & Ludwin LLC1,404$73K0.0%N/A0.011%
5/16/2025Jones Financial Companies Lllp85,220$4.39M0.0%+1,582.9%0.650%
5/12/2025Atlas Capital Advisors Inc.4,300$236K0.0%+13.2%0.033%
2/12/2025Atlas Capital Advisors Inc.3,800$198K0.0%N/A0.028%
2/11/2025Hirtle Callaghan & Co LLC56,325$2.93M0.1%N/A0.411%
2/10/2025Creative Financial Designs Inc. ADV821$43K0.0%-25.1%0.006%
2/6/2025Jones Financial Companies Lllp5,064$264K0.0%+159.8%0.037%
1/17/2025Avior Wealth Management LLC11,027$574K0.0%-10.3%0.080%
11/14/2024Captrust Financial Advisors8,301$479K0.0%N/A0.061%
11/13/2024Brown Brothers Harriman & Co.10,645$615K0.0%N/A0.078%
11/8/2024Avior Wealth Management LLC12,293$710K0.0%-25.5%0.090%
10/23/2024Great Lakes Retirement Inc.20,393$1.18M0.2%+68.5%0.149%
10/15/2024Aspect Partners LLC2,195$127K0.1%-81.8%0.016%
7/30/2024Atlas Capital Advisors LLC3,800$205K0.0%N/A0.028%
7/18/2024Timber Creek Capital Management LLC745$40K0.0%-62.4%0.005%
7/16/2024Aspect Partners LLC12,081$653K0.4%+14.4%0.088%
5/17/2024Aspect Partners LLC10,561$587K0.5%-5.1%0.077%
5/11/2024Covestor Ltd2,575$143K0.1%+8.2%0.019%
4/3/2024Timber Creek Capital Management LLC1,979$110K0.0%-27.4%0.018%
2/16/2024Aspect Partners LLC11,134$631K0.4%N/A0.102%
2/2/2024Community Bank N.A.100,000$5.67M0.7%N/A0.920%
1/30/2024Avior Wealth Management LLC30,288$1.72M0.1%-33.6%0.279%
1/11/2024Timber Creek Capital Management LLC2,725$154K0.1%-97.4%0.025%
1/10/2024Creative Financial Designs Inc. ADV2,360$134K0.0%-24.3%0.022%
10/18/2023Timber Creek Capital Management LLC105,328$5.54M2.0%-0.3%0.969%
10/17/2023Avior Wealth Management LLC45,608$2.40M0.2%-33.2%0.420%
8/18/2023Addison Capital Co4,639$278K0.2%-7.0%0.043%
8/9/2023Flow Traders U.S. LLC116,868$7.02M0.3%N/A1.075%
7/21/2023Private Ocean LLC2,507$151K0.0%N/A0.022%
7/20/2023Timber Creek Capital Management LLC105,664$6.34M2.2%+3.4%0.925%
7/19/2023Nelson Van Denburg & Campbell Wealth Management Group LLC68,318$4.10M0.3%-16.3%0.598%
5/10/2023Nelson Van Denburg & Campbell Wealth Management Group LLC81,624$5.04M0.3%-9.6%0.718%
4/25/2023Creative Financial Designs Inc. ADV3,729$230K0.0%-39.4%0.033%
4/6/2023Timber Creek Capital Management LLC102,158$6.30M2.2%+12.2%0.944%
2/15/2023Flow Traders U.S. LLC98,220$5.72M0.3%+340.2%0.908%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC90,341$5.26M0.4%N/A0.835%
2/1/2023Creative Financial Designs Inc. ADV6,154$358K0.1%-12.0%0.057%
1/31/2023Wedbush Securities Inc.6,000$349K0.0%+17.6%0.055%
1/23/2023Timber Creek Capital Management LLC91,073$5.30M2.0%+119.9%0.842%
1/18/2023LifeGuide Financial Advisors LLC5,184$302K0.3%N/A0.048%
11/16/2022Almanack Investment Partners LLC.13,792$774K0.2%-26.1%0.132%
11/15/2022Flow Traders U.S. LLC22,313$1.25M0.1%N/A0.219%
11/9/2022Hudson Portfolio Management LLC39,607$1.96M2.3%-1.6%0.389%
11/8/2022Advisors Asset Management Inc.5,630$316K0.0%-4.5%0.055%
11/8/2022Atlas Capital Advisors LLC3,000$168K0.0%N/A0.029%
11/7/2022Advanced Research Investment Solutions LLC4,625$259K0.2%-26.6%0.045%
11/7/2022Evoke Wealth LLC1,690$95K0.0%-96.4%0.017%
11/3/2022Bogart Wealth LLC3,484$195K0.0%N/A0.034%
11/1/2022MAS Advisors LLC21,614$1.21M0.8%+1.8%0.213%
10/12/2022Timber Creek Capital Management LLC41,415$2.32M0.9%+0.6%0.409%
10/12/2022Addison Capital Co5,104$286K0.2%-5.1%0.050%
8/12/2022Almanack Investment Partners LLC.18,654$1.22M0.1%-64.1%0.190%
8/12/2022BNP Paribas Arbitrage SA176,135$11.48M0.0%N/A1.794%
8/5/2022SouthState Corp400$26K0.0%N/A0.004%
8/4/2022Evoke Wealth LLC46,932$3.06M0.1%+39,672.9%0.468%
8/3/2022Advanced Research Investment Solutions LLC6,303$411K0.2%+2.4%0.064%
8/2/2022Hudock Inc.2,802$182K0.1%-35.1%0.029%
7/18/2022WealthCare Investment Partners LLC3,094$202K0.2%-7.4%0.032%
7/13/2022Timber Creek Capital Management LLC41,155$2.68M0.9%-51.9%0.432%
5/13/2022Covestor Ltd3,089$255K0.2%N/A0.034%
5/12/2022Hudson Portfolio Management LLC44,727$2.44M2.1%+9.5%0.490%
5/10/2022Advanced Research Investment Solutions LLC6,158$508K0.2%-14.8%0.068%
4/26/2022Timber Creek Capital Management LLC85,514$7.06M2.1%-6.4%0.964%
4/19/2022Wedbush Securities Inc.5,100$421K0.0%+8.5%0.058%
4/15/2022Creative Financial Designs Inc. ADV6,901$570K0.1%-5.0%0.077%
4/14/2022WealthCare Investment Partners LLC3,340$256K0.2%-8.3%0.037%
2/16/2022Flow Traders U.S. LLC18,252$1.67M0.1%-58.0%0.202%
2/16/2022Hudson Portfolio Management LLC40,865$2.25M2.0%+349.3%0.453%
2/15/2022Blueprint Investment Partners LLC21,682$1.98M0.5%N/A0.240%
2/14/2022Credit Suisse AG100,000$9.14M0.0%+33.3%1.109%
2/9/2022MAS Advisors LLC17,703$1.62M1.2%N/A0.195%
2/9/2022Advanced Research Investment Solutions LLC7,230$663K0.2%+123.8%0.080%
2/9/2022Beaumont Capital Management LLC6,030$550K0.3%-13.7%0.066%
2/7/2022WealthCare Investment Partners LLC3,644$333K0.3%N/A0.040%
1/31/2022Timber Creek Capital Management LLC91,391$8.35M2.5%-1.3%0.975%
1/26/2022Creative Financial Designs Inc. ADV7,264$664K0.1%+28.3%0.066%
1/19/2022Hudock Inc.4,281$391K0.1%-23.7%0.039%
1/18/2022Addison Capital Co5,480$501K0.2%+32.7%0.050%
11/15/2021Flow Traders U.S. LLC43,466$3.77M0.2%N/A0.430%
11/12/2021Assetmark Inc.980,122$85.02M0.4%+2,130,600.0%9.685%
11/9/2021Hudson Portfolio Management LLC9,095$498K0.5%N/A0.090%
11/9/2021Hudock Inc.5,609$486K0.1%-20.2%0.056%
11/4/2021Almanack Investment Partners LLC.53,953$4.68M0.4%+27.5%0.538%
11/3/2021Beaumont Capital Management LLC6,990$606K0.5%N/A0.070%
11/1/2021Wealthpoint LLC4,262$370K0.1%N/A0.043%
10/8/2021Timber Creek Capital Management LLC92,608$8.03M2.5%-1.5%0.948%
10/8/2021Creative Financial Designs Inc. ADV5,660$491K0.1%+2,532.6%0.058%
8/16/2021Credit Suisse AG75,000$6.48M0.0%N/A0.991%
(Data available from 1/1/2016 forward)

LTPZ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LTPZ shares?

During the previous two years, 14 institutional investors and hedge funds held shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were Community Bank N.A. ($5.67M), Jones Financial Companies Lllp ($4.39M), Hirtle Callaghan & Co LLC ($2.93M), Great Lakes Retirement Inc. ($1.18M), Brown Brothers Harriman & Co. ($615K), Avior Wealth Management LLC ($574K), and Captrust Financial Advisors ($479K).Learn more on PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund's institutional investors.

What percentage of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund's stock is owned by institutional investors?

39.71% of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund's stock is owned by institutional investors. Learn more on LTPZ's institutional investor holdings.

Which institutional investors have been buying PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund's stock?

Of the 11 institutional investors that purchased PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Community Bank N.A. ($100K), Jones Financial Companies Lllp ($83.27K), Hirtle Callaghan & Co LLC ($56.33K), Aspect Partners LLC ($12.65K), Brown Brothers Harriman & Co. ($10.65K), Captrust Financial Advisors ($8.30K), and Great Lakes Retirement Inc. ($8.29K).

How much institutional buying is happening at PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have bought a total of 172,535 shares in the last 24 months. This purchase volume represents approximately $9.36M in transactions.

Which of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund's major shareholders have been selling company stock?

The following institutional investors have sold PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months: Aspect Partners LLC ($9.89K), Avior Wealth Management LLC ($5.47K), and Creative Financial Designs Inc. ADV ($275.00).

How much institutional selling is happening at PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund?

Institutional investors have sold a total of 15,631 shares in the last 24 months. This volume of shares sold represents approximately $892.11K in transactions.


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This page (NYSEARCA:LTPZ) was last updated on 9/19/2025 by MarketBeat.com Staff
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