PIMCO 15+ YR US TIPS INDX LTPZ
$49.86
+0.3% 52w: $48.66 – $52.95
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data48.6650.8152.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
85
-12 QoQ
13F value
$223.0M
-15.1% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
2.2×
$7.4M calls / $3.3M puts
Institutional value by quarter
Number of holders
Who owns LTPZ?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| CENTRAL TRUST Co | Diversified mechanical | 749.7K | $38.3M | 0.8% | +5.1% |
| EVOKE WEALTH, LLC | Wealth advisor | 531.6K | $27.1M | 0.5% | -19.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 486.0K | $24.8M | 0.0% | +21.1% |
| ALTFEST L J & CO INC | Wealth advisor | 275.1K | $14.0M | 1.5% | +29.9% |
| NORTHERN TRUST CORP | Index provider | 237.4K | $12.1M | 0.0% | -17.7% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 192.1K | $9.9M | 4.2% | Held |
| Sovran Advisors, LLC | Wealth advisor | 160.6K | $8.3M | 0.6% | +1.2% |
| Avos Capital Management, LLC | Wealth advisor | 149.4K | $7.6M | 3.0% | -56.8% |
| Fermata Advisors, LLC | Wealth advisor | 146.0K | $7.5M | 1.7% | +8.8% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 121.3K | $6.2M | 0.0% | +64.5% |
| Yoder Wealth Management, Inc. | Wealth advisor | 113.3K | $5.8M | 2.6% | -1.1% |
| HighTower Advisors, LLC | Diversified mechanical | 99.0K | $5.1M | 0.0% | New |
| AE Wealth Management LLC | Wealth advisor | 64.2K | $3.3M | 0.0% | -2.0% |
| Tortoise Investment Management, LLC | Wealth advisor | 61.7K | $3.1M | 0.3% | +10.2% |
| Balanced Rock Investment Advisors LLC | Wealth advisor | 61.0K | $3.1M | 2.2% | +2.9% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | Wealth advisor | 60.0K | $3.1M | 1.1% | -76.6% |
| Ares Financial Consulting, LLC | Wealth advisor | 57.2K | $2.9M | 2.3% | -4.6% |
| Torren Management, LLC | Wealth advisor | 56.5K | $2.9M | 1.4% | +6.9% |
| UBS Group AG | Bank broker | 55.1K | $2.8M | 0.0% | +25.3% |
| Ancora Advisors LLC | Diversified mechanical | 54.8K | $2.8M | 0.1% | +22.3% |
| MORGAN STANLEY | Bank broker | 50.4K | $2.6M | 0.0% | +1.6% |
| SJBENEN ADVISORY, LLC | Wealth advisor | 49.1K | $2.5M | 2.1% | -38.4% |
| Focus Financial Network, Inc. | Wealth advisor | 48.5K | $2.5M | 0.1% | +0.5% |
| GOLDMAN SACHS GROUP INC | Bank broker | 39.0K | $2.0M | 0.0% | +82.1% |
| LPL Financial LLC | Bank broker | 35.1K | $1.8M | 0.0% | -3.4% |
| GFS Advisors, LLC | Other | 28.3K | $1.4M | 0.1% | New |
| BANK OF AMERICA CORP /DE/ | Bank broker | 24.5K | $1.2M | 0.0% | +13.9% |
| Private Advisor Group, LLC | Wealth advisor | 24.2K | $1.2M | 0.0% | +8.2% |
| SteelPeak Wealth, LLC | Other | 23.2K | $1.2M | 0.0% | +208.7% |
| Vanguard Capital Wealth Advisors ★2 | Fundamental diversified | 21.7K | $1.1M | 1.0% | +136.7% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 20.5K | $1.0M | 0.0% | -13.3% |
| Global Endowment Management, LP | Wealth advisor | 20.0K | $1.0M | 0.1% | -33.3% |
| Lifetime Wealth Management P.C. | Other | 16.4K | $835K | 0.5% | +0.2% |
| IRON Financial LLC | Wealth advisor | 15.2K | $774K | 0.3% | -31.7% |
| SVRN Asset Management, LLC | Wealth advisor | 14.8K | $756K | 0.7% | -29.3% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 13.2K | $673K | 0.0% | +5.0% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 12.5K | $638K | 0.0% | +2.4% |
| Comprehensive Money Management Services LLC | Wealth advisor | 11.9K | $609K | 0.4% | +38.9% |
| Greenline Partners, LLC | Wealth advisor | 11.9K | $606K | 0.1% | -59.5% |
| Winter & Associates, Inc. | Wealth advisor | 10.9K | $562K | 0.5% | -5.7% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 10.9K | $554K | 0.0% | -5.9% |
| Cetera Investment Advisers | Wealth advisor | 8.5K | $433K | 0.0% | -14.2% |
| Rockefeller Capital Management L.P. | Diversified mechanical | 8.0K | $407K | 0.0% | -14.6% |
| Essential Partners LLC | Diversified mechanical | 7.6K | $387K | 0.1% | +5.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 6.3K | $321K | 0.0% | +15.5% |
| Avior Wealth Management, LLC | Wealth advisor | 6.1K | $310K | 0.0% | -1.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 5.9K | $300K | 0.0% | -16.0% |
| Greenwich Wealth Management LLC | Other | 5.5K | $282K | 0.0% | Held |
| GenTrust, LLC | Wealth advisor | 5.3K | $272K | 0.0% | -47.5% |
| Legacy PCG, LLC | Wealth advisor | 5.0K | $255K | 1.4% | -79.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.