PIMCO 15+ YR US TIPS INDX (LTPZ) Top Institutional Shareholders
PIMCO 15+ YR US TIPS INDX (LTPZ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $225.98M in LTPZ holdings during the latest filing period.
Central Trust Co is currently the largest disclosed institutional shareholder of LTPZ tracked by InsiderSet, reporting ownership valued at approximately $38.26M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $38.11M, representing an estimated loss of -0.39% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed LTPZ value among the investors covered in this analysis. Major shareholders include Central Trust Co, Evoke Wealth, Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in PIMCO 15+ YR US TIPS INDX (LTPZ).
This page ranks the largest institutional LTPZ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
87
Total Reported Value
$225.98M
Largest Holder
Central Trust Co
Largest Position
$38.26M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
108
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Central Trust Co | 0.75% | 749,709 | $38,257,675 | $38,107,708 | -$149,967 | -0.39% | |
| Evoke Wealth, Llc | 0.50% | 531,554 | $27,125,212 | $27,018,890 | -$106,322 | -0.39% | |
| Wells Fargo & Company/Mn | 0.00% | 486,020 | $24,801,607 | $24,704,397 | -$97,210 | -0.39% | |
| Altfest L J & Co Inc | 1.50% | 275,103 | $14,038,529 | $13,983,485 | -$55,044 | -0.39% | |
| Northern Trust Corp | 0.00% | 237,431 | $12,116,104 | $12,068,618 | -$47,486 | -0.39% | |
| Mid-American Wealth Advisory Group, Inc. | 4.20% | 192,125 | $9,942,465 | $9,765,714 | -$176,751 | -1.78% | |
| Sovran Advisors, Llc | 0.65% | 160,618 | $8,260,584 | $8,164,213 | -$96,371 | -1.17% | |
| Avos Capital Management, Llc | 3.01% | 149,430 | $7,625,394 | $7,595,527 | -$29,867 | -0.39% | |
| Fermata Advisors, Llc | 1.68% | 146,045 | $7,452,654 | $7,423,467 | -$29,187 | -0.39% | |
| Osaic Holdings, Inc. | 0.01% | 121,332 | $6,191,550 | $6,167,306 | -$24,244 | -0.39% | |
| Yoder Wealth Management, Inc. | 2.63% | 113,266 | $5,779,964 | $5,757,311 | -$22,653 | -0.39% | |
| Hightower Advisors, Llc | 0.01% | 99,010 | $5,052,480 | $5,032,678 | -$19,802 | -0.39% | |
| Hirtle & Co., Llc | 0.12% | 67,099 | $3,424,062 | $3,410,642 | -$13,420 | -0.39% | |
| Ae Wealth Management Llc | 0.02% | 64,207 | $3,276,461 | $3,263,642 | -$12,819 | -0.39% | |
| Tortoise Investment Management, Llc | 0.26% | 61,697 | $3,148,405 | $3,136,059 | -$12,346 | -0.39% | |
| Balanced Rock Investment Advisors Llc | 2.19% | 61,046 | $3,115,177 | $3,102,968 | -$12,209 | -0.39% | |
| Wealthedge Investment Advisors, Llc | 1.13% | 60,012 | $3,062,450 | $3,050,410 | -$12,040 | -0.39% | |
| Ares Financial Consulting, Llc | 2.30% | 57,193 | $2,921,432 | $2,907,120 | -$14,312 | -0.49% | |
| Torren Management, Llc | 1.44% | 56,485 | $2,882,451 | $2,871,133 | -$11,318 | -0.39% | |
| Ubs Group Ag | 0.00% | 55,065 | $2,809,967 | $2,798,954 | -$11,013 | -0.39% | |
| Ancora Advisors Llc | 0.06% | 54,830 | $2,797,975 | $2,787,009 | -$10,966 | -0.39% | |
| Morgan Stanley | 0.00% | 50,409 | $2,572,409 | $2,562,289 | -$10,120 | -0.39% | |
| Sjbenen Advisory, Llc | 2.09% | 49,101 | $2,505,624 | $2,495,804 | -$9,820 | -0.39% | |
| Focus Financial Network, Inc. | 0.09% | 48,455 | $2,472,647 | $2,462,968 | -$9,679 | -0.39% | |
| Goldman Sachs Group Inc | 0.00% | 39,048 | $1,992,619 | $1,984,810 | -$7,809 | -0.39% | |
| Lpl Financial Llc | 0.00% | 35,120 | $1,792,185 | $1,785,150 | -$7,035 | -0.39% | |
| Gfs Advisors, Llc | 0.18% | 28,260 | $1,404,239 | $1,436,456 | +$32,217 | +2.29% | |
| Bank Of America Corp | 0.00% | 24,477 | $1,249,061 | $1,244,166 | -$4,895 | -0.39% | |
| Private Advisor Group, Llc | 0.01% | 24,209 | $1,235,392 | $1,230,543 | -$4,849 | -0.39% | |
| Steelpeak Wealth, Llc | 0.04% | 23,230 | $1,185,403 | $1,180,781 | -$4,622 | -0.39% | |
| Vanguard Capital Wealth Advisors | 1.02% | 21,699 | $1,107,333 | $1,102,960 | -$4,373 | -0.39% | |
| Mml Investors Services, Llc | 0.00% | 20,541 | $1,048,184 | $1,044,099 | -$4,085 | -0.39% | |
| Global Endowment Management, Lp | 0.11% | 20,000 | $1,021,000 | $1,016,600 | -$4,400 | -0.43% | |
| Lifetime Wealth Management P.C. | 0.47% | 16,357 | $834,688 | $831,426 | -$3,262 | -0.39% | |
| Iron Financial Llc | 0.34% | 15,169 | $774,055 | $771,040 | -$3,015 | -0.39% | |
| Svrn Asset Management, Llc | 0.73% | 14,809 | $755,690 | $752,741 | -$2,949 | -0.39% | |
| Dynamic Advisor Solutions Llc | 0.02% | 13,187 | $672,933 | $670,295 | -$2,638 | -0.39% | |
| Envestnet Asset Management Inc | 0.00% | 12,508 | $638,261 | $635,782 | -$2,479 | -0.39% | |
| Comprehensive Money Management Services Llc | 0.40% | 11,925 | $608,533 | $606,148 | -$2,385 | -0.39% | |
| Greenline Partners, Llc | 0.07% | 11,880 | $606,214 | $603,860 | -$2,354 | -0.39% | |
| Winter & Associates, Inc. | 0.49% | 10,878 | $561,522 | $552,929 | -$8,593 | -1.53% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 10,853 | $553,829 | $551,658 | -$2,171 | -0.39% | |
| Cetera Investment Advisers | 0.00% | 8,492 | $433,328 | $431,648 | -$1,680 | -0.39% | |
| Rockefeller Capital Management L.P. | 0.00% | 7,977 | $407,097 | $405,471 | -$1,626 | -0.40% | |
| Stifel Financial Corp | 0.00% | 6,281 | $320,519 | $319,263 | -$1,256 | -0.39% | |
| Avior Wealth Management, Llc | 0.01% | 6,070 | $309,750 | $308,538 | -$1,212 | -0.39% | |
| Susquehanna International Group, Llp | 0.00% | 5,879 | $300,005 | $298,830 | -$1,175 | -0.39% | |
| Gentrust, Llc | 0.01% | 5,333 | $272,138 | $271,076 | -$1,062 | -0.39% | |
| Legacy Pcg, Llc | 1.39% | 5,005 | $255,405 | $254,404 | -$1,001 | -0.39% | |
| United Advisor Group, Llc | 0.03% | 5,000 | $255,150 | $254,150 | -$1,000 | -0.39% |
Frequently asked questions about LTPZ
Who owns the most LTPZ stock?
The largest holders of LTPZ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO 15+ YR US TIPS INDX (LTPZ).
Is LTPZ widely held by superinvestors?
Many widely followed stocks like LTPZ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly LTPZ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.