Who owns PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of LTPZ from SEC Form 13F filings across 98 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 98 institutions disclosed 5.5M shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund worth $278.9M — about 37.3% of shares outstanding; the largest disclosed holder is CENTRAL TRUST Co. Source: SEC Form 13F filings, parsed by EvidInvest.
98
13F holders
$278.9M
value, 2026 filers
37.3%
of shares outstanding (5.5M sh)
21
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of LTPZ's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 736,977 | $37.3M | 0.7% | 5% | -1.7% |
| 2 | MAI Capital ManagementNEW | 532,294 | $27.0M | 0.1% | 3.6% | new |
| 3 | MORGAN STANLEY | 475,234 | $24.1M | 0.0% | 3.2% | +842.8% |
| 4 | WELLS FARGO & COMPANY/MN | 439,786 | $22.3M | 0.0% | 3% | -9.5% |
| 5 | Avos Capital Management, LLC | 319,331 | $16.2M | 6.7% | 2.2% | +113.7% |
| 6 | ALTFEST L J & CO INC | 284,363 | $14.4M | 1.4% | 1.9% | +3.4% |
| 7 | NORTHERN TRUST CORP | 202,216 | $10.2M | 0.0% | 1.4% | -14.8% |
| 8 | AE Wealth Management LLC | 174,533 | $8.8M | 0.0% | 1.2% | +171.8% |
| 9 | Mid-American Wealth Advisory Group, Inc. | 171,345 | $8.7M | 3.1% | 1.2% | -10.8% |
| 10 | Sovran Advisors, LLC | 163,290 | $7.9M | 0.6% | 1.1% | +1.7% |
| 11 | Fermata Advisors, LLC | 162,273 | $8.2M | 1.7% | 1.1% | +11.1% |
| 12 | HighTower Advisors, LLC | 139,010 | $7.0M | 0.0% | 0.9% | +40.4% |
| 13 | OSAIC HOLDINGS, INC. | 128,467 | $6.5M | 0.0% | 0.9% | +5.9% |
| 14 | Yoder Wealth Management, Inc. | 118,266 | $6.0M | 2.3% | 0.8% | +4.4% |
| 15 | LPL Financial LLC | 92,566 | $4.7M | 0.0% | 0.6% | +163.6% |
| 16 | GOLDMAN SACHS GROUP INC | 88,778 | $4.5M | 0.0% | 0.6% | +127.4% |
| 17 | Lloyd Advisory Services, LLC. | 81,212 | $4.1M | 1.6% | 0.6% | +4201.5% |
| 18 | Balanced Rock Investment Advisors LLC | 74,537 | $3.8M | 2.4% | 0.5% | +22.1% |
| 19 | Tortoise Investment Management, LLC | 71,497 | $3.6M | 0.3% | 0.5% | +15.9% |
| 20 | Hirtle & Co., LLC | 68,484 | $3.5M | 0.1% | 0.5% | +2.1% |
| 21 | Ares Financial Consulting, LLC | 68,277 | $3.5M | 2.5% | 0.5% | +19.4% |
| 22 | SJBENEN ADVISORY, LLC | 66,474 | $3.3M | 1.9% | 0.5% | +35.4% |
| 23 | Ancora Advisors LLC | 55,171 | $2.8M | 0.1% | 0.4% | +0.6% |
| 24 | UBS Group AG | 54,546 | $2.8M | 0.0% | 0.4% | -0.9% |
| 25 | Focus Financial Network, Inc. | 52,185 | $2.6M | 0.1% | 0.4% | +7.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.