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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
$52.02 +0.03 (+0.06%)
As of 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund (NYSEARCA:LTPZ)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$5.16M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$990.66K
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/10/2025 Creative Financial Designs Inc. ADV821$43K0.0%-25.1%0.006%
2/6/2025Jones Financial Companies Lllp5,064$264K0.0%+159.8%0.037%
1/17/2025 Avior 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%
11/8/2024 Avior Wealth Management LLC12,293$710K0.0%-25.5%0.090%
10/23/2024 Great Lakes Retirement Inc.20,393$1.18M0.2%+68.5%0.149%
10/15/2024 Aspect Partners LLC2,195$127K0.1%-81.8%0.016%
7/30/2024Atlas Capital Advisors LLC3,800$205K0.0%N/A0.028%
7/18/2024 Timber Creek Capital Management LLC745$40K0.0%-62.4%0.005%
7/16/2024 Aspect Partners LLC12,081$653K0.4%+14.4%0.088%
5/17/2024 Aspect Partners LLC10,561$587K0.5%-5.1%0.077%
5/11/2024Covestor Ltd2,575$143K0.1%+8.2%0.019%
4/3/2024 Timber Creek Capital Management LLC1,979$110K0.0%-27.4%0.018%
2/16/2024 Aspect Partners LLC11,134$631K0.4%N/A0.102%
2/2/2024 Community Bank N.A.100,000$5.67M0.7%N/A0.920%
1/30/2024 Avior Wealth Management LLC30,288$1.72M0.1%-33.6%0.279%
1/11/2024 Timber Creek Capital Management LLC2,725$154K0.1%-97.4%0.025%
1/10/2024 Creative Financial Designs Inc. ADV2,360$134K0.0%-24.3%0.022%
10/18/2023 Timber Creek Capital Management LLC105,328$5.54M2.0%-0.3%0.969%
10/17/2023 Avior 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%
7/20/2023 Timber Creek Capital Management LLC105,664$6.34M2.2%+3.4%0.925%
7/19/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC68,318$4.10M0.3%-16.3%0.598%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC81,624$5.04M0.3%-9.6%0.718%
4/25/2023 Creative Financial Designs Inc. ADV3,729$230K0.0%-39.4%0.033%
4/6/2023 Timber 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%
2/14/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC90,341$5.26M0.4%N/A0.835%
2/1/2023 Creative Financial Designs Inc. ADV6,154$358K0.1%-12.0%0.057%
1/31/2023 Wedbush Securities Inc.6,000$349K0.0%+17.6%0.055%
1/23/2023 Timber Creek Capital Management LLC91,073$5.30M2.0%+119.9%0.842%
1/18/2023 LifeGuide Financial Advisors LLC5,184$302K0.3%N/A0.048%
11/16/2022 Almanack 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%
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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%
11/3/2022 Bogart Wealth LLC3,484$195K0.0%N/A0.034%
11/1/2022MAS Advisors LLC21,614$1.21M0.8%+1.8%0.213%
10/12/2022 Timber Creek Capital Management LLC41,415$2.32M0.9%+0.6%0.409%
10/12/2022Addison Capital Co5,104$286K0.2%-5.1%0.050%
8/12/2022 Almanack 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%
8/2/2022 Hudock Inc.2,802$182K0.1%-35.1%0.029%
7/18/2022 WealthCare Investment Partners LLC3,094$202K0.2%-7.4%0.032%
7/13/2022 Timber 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%
4/26/2022 Timber Creek Capital Management LLC85,514$7.06M2.1%-6.4%0.964%
4/19/2022 Wedbush Securities Inc.5,100$421K0.0%+8.5%0.058%
4/15/2022 Creative Financial Designs Inc. ADV6,901$570K0.1%-5.0%0.077%
4/14/2022 WealthCare 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%
2/7/2022 WealthCare Investment Partners LLC3,644$333K0.3%N/A0.040%
1/31/2022 Timber Creek Capital Management LLC91,391$8.35M2.5%-1.3%0.975%
1/26/2022 Creative Financial Designs Inc. ADV7,264$664K0.1%+28.3%0.066%
1/19/2022 Hudock 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%
11/12/2021 Assetmark Inc.980,122$85.02M0.4%+2,130,600.0%9.685%
11/9/2021Hudson Portfolio Management LLC9,095$498K0.5%N/A0.090%
11/9/2021 Hudock Inc.5,609$486K0.1%-20.2%0.056%
11/4/2021 Almanack 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%
10/8/2021 Timber Creek Capital Management LLC92,608$8.03M2.5%-1.5%0.948%
10/8/2021 Creative Financial Designs Inc. ADV5,660$491K0.1%+2,532.6%0.058%
8/16/2021Credit Suisse AG75,000$6.48M0.0%N/A0.991%
8/9/2021 Hudock Inc.7,032$607K0.2%-7.5%0.091%
8/4/2021 Almanack Investment Partners LLC.42,332$3.66M0.4%-18.4%0.545%
7/31/2021 Timber Creek Capital Management LLC93,995$8.12M2.6%-7.7%1.225%
7/31/2021 IFP Advisors Inc582$50K0.0%-60.1%0.008%
5/18/2021Flow Traders U.S. LLC14,068$1.14M0.1%+12.9%0.203%
Buffett’s favorite chart just hit 209% – here’s what that means for gold (Ad)

A Historic Gold Announcement Is About to Rock Wall Street For months, sharp-eyed analysts have watched the quiet buildup behind the scenes. Now, in just days, the floodgates are set to open. The greatest investor of all time is about to validate what Garrett Goggin has been saying for months: Gold is entering a once-in-a-generation mania. Front-running Buffett has never been more urgent — and four tiny miners could be your ticket to 100X gains.

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5/12/2021JPMorgan Chase & Co.459$37K0.0%+142.9%0.007%
5/11/2021 Almanack Investment Partners LLC.51,851$4.19M0.4%-86.5%0.760%
4/30/2021 IFP Advisors Inc1,459$117K0.0%N/A0.021%
4/30/2021 Wealthcare Advisory Partners LLC389$31K0.0%N/A0.006%
(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, 17 institutional investors and hedge funds held shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were Flow Traders U.S. LLC ($7.02M), Community Bank N.A. ($5.67M), Nelson Van Denburg & Campbell Wealth Management Group LLC ($4.10M), Hirtle Callaghan & Co LLC ($2.93M), Great Lakes Retirement Inc. ($1.18M), Brown Brothers Harriman & Co. ($615K), and Avior Wealth Management LLC ($574K).Learn more on LTPZ's institutional investors.

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

Of the 13 institutional investors that purchased PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($116.87K), Community Bank N.A. ($100K), 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 330,006 shares in the last 24 months. This purchase volume represents approximately $18.84M in transactions.

Which PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund 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: Timber Creek Capital Management LLC ($104.92K), Avior Wealth Management LLC ($43.50K), Nelson Van Denburg & Campbell Wealth Management Group LLC ($22.02K), Aspect Partners LLC ($10.46K), Creative Financial Designs Inc. ADV ($1.03K), and Addison Capital Co ($351.00).

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

Institutional investors have sold a total of 182,283 shares in the last 24 months. This volume of shares sold represents approximately $10.33M in transactions.



This page (NYSEARCA:LTPZ) was last updated on 5/7/2025 by MarketBeat.com Staff
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