Who owns PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund?
Institutional ownership of LTPZ from SEC Form 13F filings across 60 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.
60
13F holders
$196.3M
value, 2026 filers
26.3%
of shares outstanding (3.9M sh)
18
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 | NORTHERN TRUST CORP | 202,216 | $10.2M | 0.0% | 1.4% | -14.8% |
| 6 | AE Wealth Management LLC | 174,533 | $8.8M | 0.0% | 1.2% | +171.8% |
| 7 | Sovran Advisors, LLC | 163,290 | $7.9M | 0.6% | 1.1% | +1.7% |
| 8 | HighTower Advisors, LLC | 139,010 | $7.0M | 0.0% | 0.9% | +40.4% |
| 9 | OSAIC HOLDINGS, INC. | 128,467 | $6.5M | 0.0% | 0.9% | +5.9% |
| 10 | LPL Financial LLC | 92,566 | $4.7M | 0.0% | 0.6% | +163.6% |
| 11 | GOLDMAN SACHS GROUP INC | 88,778 | $4.5M | 0.0% | 0.6% | +127.4% |
| 12 | Lloyd Advisory Services, LLC. | 81,212 | $4.1M | 1.6% | 0.6% | +4201.5% |
| 13 | Ares Financial Consulting, LLC | 68,277 | $3.5M | 2.5% | 0.5% | +19.4% |
| 14 | Ancora Advisors LLC | 55,171 | $2.8M | 0.1% | 0.4% | +0.6% |
| 15 | UBS Group AG | 54,546 | $2.8M | 0.0% | 0.4% | -0.9% |
| 16 | Focus Financial Network, Inc. | 52,185 | $2.6M | 0.1% | 0.4% | +7.7% |
| 17 | FIDUCIARY FINANCIAL ADVISORSNEW | 42,268 | $2.1M | 0.2% | 0.3% | new |
| 18 | CITADEL ADVISORS LLCNEW | 38,881 | $2.0M | 0.0% | 0.3% | new |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 34,427 | $1.7M | 0.0% | 0.2% | +175.2% |
| 20 | Vanguard Capital Wealth Advisors | 29,038 | $1.5M | 1.0% | 0.2% | +33.8% |
| 21 | BANK OF AMERICA CORP /DE/ | 27,606 | $1.4M | 0.0% | 0.2% | +12.8% |
| 22 | SteelPeak Wealth, LLC | 25,462 | $1.3M | 0.0% | 0.2% | +9.6% |
| 23 | Rockefeller Capital Management L.P. | 23,887 | $1.2M | 0.0% | 0.2% | +199.4% |
| 24 | MML INVESTORS SERVICES, LLC | 23,134 | $1.2M | 0.0% | 0.2% | +12.6% |
| 25 | Dynamic Advisor Solutions LLC | 18,423 | $933,125 | 0.0% | 0.1% | +39.7% |
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.