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Pimco 15+ YR US Tips Indx (LTPZ)

CUSIP: 72201R304 | NYSE | 377 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Midland Wealth Advisors, LLC1,077,483
2.2% of portfolio›$48.6M
Altfest L J & Co Inc393,369
1.8% of portfolio›$17.7M
Heck Capital Advisors, LLC276,957
0.7% of portfolio›$12.5M
Financial Architects, LLC262,675
6.1% of portfolio›$11.8M
Fermata Advisors, LLC179,609
1.6% of portfolio›$8.1M
Mid-American Wealth Advisory Group, Inc.162,159
2.6% of portfolio›$7.3M
Sovran Advisors, LLC154,054
0.5% of portfolio›$7.3M
Deane Retirement Strategies, Inc.134,931
2.5% of portfolio›$6.1M
Yoder Wealth Management, Inc.121,716
2.1% of portfolio›$5.5M
Lloyd Advisory Services, Llc.81,678
1.4% of portfolio›$3.7M
Sjbenen Advisory, LLC81,448
2.2% of portfolio›$3.6M
Ares Financial Consulting, LLC80,165
2.5% of portfolio›$3.6M
Focus Financial Network, Inc.52,708
0.1% of portfolio›$2.4M
Vanguard Capital Wealth Advisors51,489
1.6% of portfolio›$2.3M
Torren Management, LLC37,317
0.8% of portfolio›$1.7M
SteelPeak Wealth, LLC26,487
0.0% of portfolio›$1.2M
Atria Investments, Inc15,645
0.0% of portfolio›$705.6K
Lifetime Wealth Management P.C.15,021
0.4% of portfolio›$677.4K
Svrn Asset Management, LLC14,993
0.3% of portfolio›$676.2K
Elevated Capital Advisors, LLC13,141
0.2% of portfolio›$592.6K
Iron Financial LLC12,403
0.2% of portfolio›$559.4K
Howard Bailey Securities, LLC11,847
0.2% of portfolio›$534.3K
B.O.S.S. Retirement Advisors, LLC11,081
0.1% of portfolio›$499.7K
Commonwealth Equity Services, LLC8,679
0.0% of portfolio›$391.4K
Essential Partners LLC7,942
0.2% of portfolio›$358.2K
Avior Wealth Management, LLC5,966
0.0% of portfolio›$269.1K
Baker Ellis Asset Management LLC5,710
0.0% of portfolio›$257.5K
Avaii Wealth Management, LLC5,462
0.1% of portfolio›$245.2K
Aegis Wealth Management, Inc.5,170
0.1% of portfolio›$233.2K
CWC Advisors, Llc.5,042
0.1% of portfolio›$227.4K
United Advisor Group, LLC5,000
0.0% of portfolio›$225.5K
Quantify Chaos Advisors, LLC4,770
0.5% of portfolio›$215.1K
Modera Wealth Management, LLC4,757
0.0% of portfolio›$214.5K
Integrated Wealth Management4,693
0.2% of portfolio›$211.7K
Great Lakes Retirement, Inc.4,407
0.0% of portfolio›$198.7K
Tounjian Advisory Partners, LLC3,398
0.1% of portfolio›$153.3K
Kingdom Financial Group Llc.3,321
0.0% of portfolio›$149.8K
Evolution Wealth Management Inc.2,769
0.1% of portfolio›$124.9K
Montgomery Financial Services LLC1,547
0.1% of portfolio›$69.8K
Simplex Trading, LLC986
0.0% of portfolio›$44.5K
Private Trust Co NA925
0.0% of portfolio›$41.7K
Networth Advisors, LLC902
0.0% of portfolio›$40.7K
Harbor Investment Advisory, LLC400
0.0% of portfolio›$18.0K
Decker Retirement Planning Inc.278
0.0% of portfolio›$12.5K
EverSource Wealth Advisors, LLC242
0.0% of portfolio›$10.9K
Quest 10 Wealth Builders, Inc.179
0.0% of portfolio›$8.1K
Parallel Advisors, LLC160
0.0% of portfolio›$7.2K
Creative Financial Designs Inc152
0.0% of portfolio›$6.9K
Farther Finance Advisors, LLC32
0.0% of portfolio›$1.4K
Compass Financial Management LLC7
0.0% of portfolio›$316
StyleTurnoverLocationFiled
Midland Wealth Advisors, LLC
1,077,483$48.6M2.2%ETFLowEffingham, IL2026-10-26
Altfest L J & Co Inc
393,369$17.7M1.8%ETFHighNew York, NY2026-10-27
Heck Capital Advisors, LLC
276,957$12.5M0.7%ETFMediumRhinelander, WI2026-10-14
Financial Architects, LLC
262,675$11.8M6.1%ETFLowWoodstock, GA2026-10-13
Fermata Advisors, LLC
179,609$8.1M1.6%ETFLowSonoma, CA2026-10-13
Mid-American Wealth Advisory Group, Inc.
162,159$7.3M2.6%ETFMediumKansas City, MO2026-10-21
Sovran Advisors, LLC
154,054$7.3M0.5%ETFMediumSan Diego, CA2026-11-02
Deane Retirement Strategies, Inc.
134,931$6.1M2.5%CoreVery HighNew Orleans, LA2026-10-09
Yoder Wealth Management, Inc.
121,716$5.5M2.1%ETFLowWalnut Creek, CA2026-10-13
Lloyd Advisory Services, Llc.
81,678$3.7M1.4%ETFVery HighSuwanee, GA2026-11-02
Sjbenen Advisory, LLC
81,448$3.6M2.2%ETFLowChapel Hill, NC2026-10-19
Ares Financial Consulting, LLC
80,165$3.6M2.5%CoreLowCalabasas, CA2026-10-19
Focus Financial Network, Inc.
52,708$2.4M0.1%ETFLowMinneapolis, MN2026-10-14
Vanguard Capital Wealth Advisors
51,489$2.3M1.6%GrowthMediumDenver, CO2026-10-16
Torren Management, LLC
37,317$1.7M0.8%ETFMediumSan Diego, CA2026-10-29
SteelPeak Wealth, LLC
26,487$1.2M0.0%GrowthHighWoodland Hills, CA2026-10-16
Atria Investments, Inc
15,645$705.6K0.0%CoreMediumCharlotte, NC2026-10-15
Lifetime Wealth Management P.C.
15,021$677.4K0.4%YieldLowRockwall, TX2026-10-29
Svrn Asset Management, LLC
14,993$676.2K0.3%ETFVery LowAustin, TX2026-11-02
Elevated Capital Advisors, LLC
13,141$592.6K0.2%ETFMediumSandy, UT2026-11-04
Iron Financial LLC
12,403$559.4K0.2%ETFLowNorthbrook, IL2026-10-23
Howard Bailey Securities, LLC
11,847$534.3K0.2%ETFMediumFort Wayne, IN2026-10-27
B.O.S.S. Retirement Advisors, LLC
11,081$499.7K0.1%ETFMediumLehi, UT2026-10-26
Commonwealth Equity Services, LLC
8,679$391.4K0.0%ETFLowWaltham, MA2026-11-02
Essential Partners LLC
7,942$358.2K0.2%ValueMediumRancho Santa Fe, CA2026-10-14
Avior Wealth Management, LLC
5,966$269.1K0.0%ETFMediumOmaha, NE2026-10-13
Baker Ellis Asset Management LLC
5,710$257.5K0.0%GARPVery LowVancouver, WA2026-10-14
Avaii Wealth Management, LLC
5,462$245.2K0.1%ETFMediumAppleton, WI2026-10-09
Aegis Wealth Management, Inc.
5,170$233.2K0.1%ETFMediumGuthrie Center, IA2026-10-26
CWC Advisors, Llc.
5,042$227.4K0.1%GARPLowLake Oswego, OR2026-10-15
United Advisor Group, LLC
5,000$225.5K0.0%ETFLowCincinnati, OH2026-11-03
Quantify Chaos Advisors, LLC
4,770$215.1K0.5%ETFMediumBrooklyn, NY2026-11-04
Modera Wealth Management, LLC
4,757$214.5K0.0%ETFVery LowWestwood, NJ2026-10-28
Integrated Wealth Management
4,693$211.7K0.2%ETFHighUniontown, OH2026-10-19
Great Lakes Retirement, Inc.
4,407$198.7K0.0%GrowthLowSandusky, OH2026-10-26
Tounjian Advisory Partners, LLC
3,398$153.3K0.1%GrowthHighFort Myers, FL2026-11-04
Kingdom Financial Group Llc.
3,321$149.8K0.0%ETFMediumPeoria, AZ2026-11-04
Evolution Wealth Management Inc.
2,769$124.9K0.1%ETFMediumFort Myers, FL2026-10-28
Montgomery Financial Services LLC
1,547$69.8K0.1%ETFN/AOcean City, MD2026-11-03
Simplex Trading, LLC
986$44.5K0.0%CoreVery HighChicago, IL2026-11-04
Private Trust Co NA
925$41.7K0.0%CoreLowCleveland, OH2026-10-20
Networth Advisors, LLC
902$40.7K0.0%ETFMediumCanonsburg, PA2026-11-03
Harbor Investment Advisory, LLC
400$18.0K0.0%GrowthLowLutherville, MD2026-10-13
Decker Retirement Planning Inc.
278$12.5K0.0%Agg GrowthVery HighLevi, UT2026-10-19
EverSource Wealth Advisors, LLC
242$10.9K0.0%CoreMediumBirmingham, AL2026-11-04
Quest 10 Wealth Builders, Inc.
179$8.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Parallel Advisors, LLC
160$7.2K0.0%IndexLowSan Francisco, CA2026-11-03
Creative Financial Designs Inc
152$6.9K0.0%ETFMediumKokomo, IN2026-11-04
Farther Finance Advisors, LLC
32$1.4K0.0%IndexLowSan Francisco, CA2026-10-08
Compass Financial Management LLC
7$3160.0%CoreN/ATampa, FL2026-10-30