PIMCO 15+ YR US TIPS INDX (LTPZ) Institutional Ownership Changes & 13F Activity

PIMCO 15+ YR US TIPS INDX (LTPZ). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mai Capital Management, Morgan Stanley, Avos Capital Management, Llc, Goldman Sachs Group Inc, and Flow Traders U.S. Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+38,88138,881$1.97MQ2 2026Sep 02, 2026
Balanced Rock Investment Advisors LlcBuy+13,491+22.1%74,537$3.78MQ2 2026Aug 17, 2026
Comprehensive Money Management Services LlcBuy+12,469+104.6%24,394$1.24MQ2 2026Aug 17, 2026
Lifetime Wealth Management P.C.Sell-324-2.0%16,033$812.08KQ2 2026Aug 17, 2026
Mai Capital ManagementBuy+532,294532,294$26.96MQ2 2026Aug 14, 2026
Avos Capital Management, LlcBuy+169,901+113.7%319,331$16.17MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+49,730+127.4%88,778$4.50MQ2 2026Aug 14, 2026
Flow Traders U.S. LlcBuy+47,27747,277$2.40MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-46,234-9.5%439,786$22.28MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+42,10542,105$2.13MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+16,30216,302$825.71KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+7,135+5.9%128,467$6.51MQ2 2026Aug 14, 2026
Greenline Partners, LlcSell-6,801-57.2%5,079$257.24KQ2 2026Aug 14, 2026
Hrt Financial LpBuy+5,4805,480$277.00KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+3,129+12.8%27,606$1.40MQ2 2026Aug 14, 2026
Authentikos Wealth Advisory, LlcBuy+2,135+44.1%6,971$353.11KQ2 2026Aug 14, 2026
Hirtle & Co., LlcBuy+1,385+2.1%68,484$3.47MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+442+12.0%4,121$211.14KQ2 2026Aug 14, 2026
Ancora Advisors LlcBuy+341+0.6%55,171$2.79MQ2 2026Aug 14, 2026
Svrn Asset Management, LlcBuy+184+1.2%14,993$759.41KQ2 2026Aug 14, 2026
Morgan StanleyBuy+424,825+842.8%475,234$24.07MQ2 2026Aug 13, 2026
Northern Trust CorpSell-35,215-14.8%202,216$10.24MQ2 2026Aug 13, 2026
Gfs Advisors, LlcSell-25,490-90.2%2,770$206.30KQ2 2026Aug 13, 2026
Rockefeller Capital Management L.P.Buy+15,910+199.4%23,887$1.21MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+4,603+4845.3%4,698$237.93KQ2 2026Aug 13, 2026
Ubs Group AgSell-519-0.9%54,546$2.76MQ2 2026Aug 13, 2026
Fmr LlcBuy+278278$14.07KQ2 2026Aug 13, 2026
Simplex Trading, LlcBuy+2,372+4020.3%2,431$123.13KQ2 2026Aug 12, 2026
Greenwich Wealth Management LlcSell-976-17.7%4,547$230.00KQ2 2026Aug 12, 2026
Legacy Pcg, LlcSell-537-10.7%4,468$212.94KQ2 2026Aug 12, 2026
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Frequently asked questions about LTPZ activity

  • Which institutional owners are buying LTPZ?

    Institutional owners buying LTPZ include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in LTPZ activity?

    "Buy" means an investor increased their reported position in LTPZ compared to the prior reporting period. This reflects growing exposure to PIMCO 15+ YR US TIPS INDX (LTPZ) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in LTPZ increasing?

    Institutional interest in LTPZ can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.