LTPZ Institutional Ownership
PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
1W: -2.0%
1M: -6.5%
3M: -9.8%
YTD: -13.1%
1Y: -14.8%
3Y: -6.0%
5Y: -37.9%
$44.90
-0.16 (-0.36%)
Weekly Expected Move ±1.6%
$43
$44
$45
$46
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — LTPZ
110
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
279M
Total Invested
23
New Positions
45
Increased
28
Reduced
9
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (126 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 736,977 | $33M | -12,732 | -1.7% | 19Q | SEC ↗ |
| 2 | MAI Capital Management NEW | 532,294 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 3 | MORGAN STANLEY | 475,234 | $21M | +424,825 | +842.8% | 51Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 439,786 | $20M | -46,234 | -9.5% | 67Q | SEC ↗ |
| 5 | Avos Capital Management, LLC | 319,331 | $14M | +169,901 | +113.7% | 7Q | SEC ↗ |
| 6 | ALTFEST L J & CO INC | 284,363 | $13M | +9,260 | +3.4% | 5Q | SEC ↗ |
| 7 | NORTHERN TRUST CORP | 202,216 | $9M | -35,215 | -14.8% | 11Q | SEC ↗ |
| 8 | AE Wealth Management LLC | 174,533 | $8M | +110,326 | +171.8% | 12Q | SEC ↗ |
| 9 | Mid-American Wealth Advisory Group, In | 171,345 | $8M | -20,780 | -10.8% | 12Q | SEC ↗ |
| 10 | Sovran Advisors, LLC | 163,290 | $7M | +2,672 | +1.7% | 7Q | SEC ↗ |
| 11 | Fermata Advisors, LLC | 162,273 | $7M | +16,228 | +11.1% | 18Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 139,010 | $6M | +40,000 | +40.4% | 2Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 128,467 | $6M | +7,135 | +5.9% | 26Q | SEC ↗ |
| 14 | Yoder Wealth Management, Inc. | 118,266 | $5M | +5,000 | +4.4% | 14Q | SEC ↗ |
| 15 | LPL Financial LLC | 92,566 | $4M | +57,446 | +163.6% | 38Q | SEC ↗ |
| 16 | GOLDMAN SACHS GROUP INC | 88,778 | $4M | +49,730 | +127.4% | 12Q | SEC ↗ |
| 17 | Lloyd Advisory Services, LLC. | 81,212 | $4M | +79,324 | +4201.5% | 9Q | SEC ↗ |
| 18 | Balanced Rock Investment Advisors LLC | 74,537 | $3M | +13,491 | +22.1% | 10Q | SEC ↗ |
| 19 | Tortoise Investment Management, LLC | 71,497 | $3M | +9,800 | +15.9% | 13Q | SEC ↗ |
| 20 | Ares Financial Consulting, LLC | 68,277 | $3M | +11,084 | +19.4% | 3Q | SEC ↗ |
| 21 | SJBENEN ADVISORY, LLC | 66,474 | $3M | +17,373 | +35.4% | 3Q | SEC ↗ |
| 22 | Ancora Advisors LLC | 55,171 | $2M | +341 | +0.6% | 11Q | SEC ↗ |
| 23 | UBS Group AG | 54,546 | $2M | -519 | -0.9% | 47Q | SEC ↗ |
| 24 | Focus Financial Network, Inc. | 52,185 | $2M | +3,730 | +7.7% | 4Q | SEC ↗ |
| 25 | FLOW TRADERS U.S. LLC NEW | 47,277 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | FIDUCIARY FINANCIAL ADVISORS NEW | 42,268 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | CITADEL ADVISORS LLC NEW | 38,881 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 28 | WEALTHEDGE INVESTMENT ADVISORS, LLC | 36,825 | $2M | -23,187 | -38.6% | 7Q | SEC ↗ |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 34,427 | $2M | +21,919 | +175.2% | 44Q | SEC ↗ |
| 30 | Vanguard Capital Wealth Advisors | 29,038 | $1M | +7,339 | +33.8% | 5Q | SEC ↗ |
| 31 | BANK OF AMERICA CORP /DE | 27,606 | $1M | +3,129 | +12.8% | 15Q | SEC ↗ |
| 32 | SteelPeak Wealth, LLC | 25,462 | $1M | +2,232 | +9.6% | 3Q | SEC ↗ |
| 33 | Comprehensive Money Management Service | 24,394 | $1M | +12,469 | +104.6% | 4Q | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 23,887 | $1M | +15,910 | +199.4% | 4Q | SEC ↗ |
| 35 | MML INVESTORS SERVICES, LLC | 23,134 | $1M | +2,593 | +12.6% | 37Q | SEC ↗ |
| 36 | Torren Management, LLC | 20,406 | $916K | -36,079 | -63.9% | 3Q | SEC ↗ |
| 37 | Global Endowment Management, LP | 20,000 | $898K | — | +0.0% | 5Q | SEC ↗ |
| 38 | Dynamic Advisor Solutions LLC | 18,423 | $827K | +5,236 | +39.7% | 7Q | SEC ↗ |
| 39 | IFG Advisory, LLC NEW | 16,302 | $732K | — | +0.0% | 1Q | SEC ↗ |
| 40 | Lifetime Wealth Management P.C. | 16,033 | $720K | -324 | -2.0% | 3Q | SEC ↗ |
| 41 | SVRN Asset Management, LLC | 14,993 | $673K | +184 | +1.2% | 3Q | SEC ↗ |
| 42 | Tower Research Capital LLC (TRC) NEW | 14,704 | $660K | — | +0.0% | 1Q | SEC ↗ |
| 43 | IRON Financial LLC | 13,241 | $595K | -1,928 | -12.7% | 22Q | SEC ↗ |
| 44 | Atria Investments, Inc NEW | 12,656 | $568K | — | +0.0% | 1Q | SEC ↗ |
| 45 | HOWARD BAILEY SECURITIES, LLC NEW | 12,573 | $565K | — | +0.0% | 1Q | SEC ↗ |
| 46 | B.O.S.S. Retirement Advisors, LLC NEW | 11,362 | $510K | — | +0.0% | 1Q | SEC ↗ |
| 47 | Cetera Investment Advisers | 8,622 | $387K | +130 | +1.5% | 25Q | SEC ↗ |
| 48 | Private Advisor Group, LLC | 8,286 | $372K | -15,923 | -65.8% | 14Q | SEC ↗ |
| 49 | Essential Partners LLC | 7,925 | $356K | +341 | +4.5% | 5Q | SEC ↗ |
| 50 | Elevated Capital Advisors, LLC | 7,400 | $332K | +5,548 | +299.6% | 9Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MAI Capital Management | 532,294 | $24M |
| FLOW TRADERS U.S. LLC | 47,277 | $2M |
| FIDUCIARY FINANCIAL ADVISORS | 42,268 | $2M |
| CITADEL ADVISORS LLC | 38,881 | $2M |
| IFG Advisory, LLC | 16,302 | $732K |
| Tower Research Capital LLC (TRC) | 14,704 | $660K |
| Atria Investments, Inc | 12,656 | $568K |
| HOWARD BAILEY SECURITIES, LLC | 12,573 | $565K |
| B.O.S.S. Retirement Advisors, LLC | 11,362 | $510K |
| HRT FINANCIAL LP | 5,480 | $246K |
| Great Lakes Retirement, Inc. | 4,725 | $212K |
| Integrated Wealth Management | 4,711 | $212K |
| Centennial Advisors, LLC | 4,688 | $210K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 3,671 | $165K |
| Integrated Wealth Concepts LLC | 2,734 | $123K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,654 | $74K |
| Montgomery Financial Services LLC | 1,600 | $72K |
| BLAIR WILLIAM & CO/IL | 1,388 | $62K |
| FMR LLC | 278 | $12K |
| Decker Retirement Planning Inc. | 278 | $12K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| EVOKE WEALTH, LLC | 531,554 | $24M |
| JANE STREET GROUP, LLC | 52,350 | $2M |
| Private Wealth Advisors, LLC | 42,934 | $2M |
| Envestnet Portfolio Solutions, Inc. | 41,017 | $2M |
| US BANCORP \DE | 37,642 | $2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 11,387 | $511K |
| Winter & Associates, Inc. | 10,878 | $488K |
| Focus Partners Advisor Solutions, L | 10,853 | $487K |
| COMMONWEALTH EQUITY SERVICES, LLC | 9,208 | $413K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 5,879 | $264K |
| GWN SECURITIES INC. | 4,573 | $205K |
| RAYMOND JAMES FINANCIAL INC | 4,310 | $194K |
| Advisory Services Network, LLC | 4,148 | $186K |
| Texas Capital Bank Wealth Managemen | 4,045 | $182K |
| IFP Advisors, Inc | 3,500 | $157K |
| Kestra Advisory Services, LLC | 3,387 | $152K |
| Golden State Wealth Management, LLC | 732 | $33K |
| WFA of San Diego, LLC | 680 | $31K |
| Eagle Bay Advisors LLC | 563 | $25K |
| Nemes Rush Group LLC | 227 | $10K |
Biggest Increases (20)
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -46,234 | -9.5% | 439,786 |
| Torren Management, LLC | -36,079 | -63.9% | 20,406 |
| NORTHERN TRUST CORP | -35,215 | -14.8% | 202,216 |
| GFS Advisors, LLC | -25,490 | -90.2% | 2,770 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | -23,187 | -38.6% | 36,825 |
| Mid-American Wealth Advisory Group, | -20,780 | -10.8% | 171,345 |
| Private Advisor Group, LLC | -15,923 | -65.8% | 8,286 |
| CENTRAL TRUST Co | -12,732 | -1.7% | 736,977 |
| Greenline Partners, LLC | -6,801 | -57.2% | 5,079 |
| IRON Financial LLC | -1,928 | -12.7% | 13,241 |
| UBS AM, a distinct business unit of | -1,244 | -98.8% | 15 |
| GenTrust, LLC | -1,132 | -21.2% | 4,201 |
| Greenwich Wealth Management LLC | -976 | -17.7% | 4,547 |
| Legacy PCG, LLC | -537 | -10.7% | 4,468 |
| UBS Group AG | -519 | -0.9% | 54,546 |
| Quest 10 Wealth Builders, Inc. | -365 | -67.1% | 179 |
| Lifetime Wealth Management P.C. | -324 | -2.0% | 16,033 |
| EVOLUTION WEALTH MANAGEMENT INC. | -160 | -5.6% | 2,687 |
| FIFTH THIRD BANCORP | -41 | -27.5% | 108 |