PIMCO 15+ YR US TIPS INDX (LTPZ) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $219.99M 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 $37.33M in its June 30, 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 $35.18M, representing an estimated loss of -5.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 70% 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
88
Total Reported Value
$219.99M
Largest Holder
Central Trust Co
Largest Position
$37.33M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Central Trust Co | 0.68% | 736,977 | $37,327,886 | $35,183,282 | -$2,144,604 | -5.75% | |
| Evoke Wealth, Llc | 0.50% | 531,554 | $27,125,212 | $25,376,388 | -$1,748,824 | -6.45% | |
| Wells Fargo & Company/Mn | 0.00% | 486,020 | $24,801,607 | $23,202,595 | -$1,599,012 | -6.45% | |
| Altfest L J & Co Inc | 1.40% | 284,363 | $14,403,001 | $13,575,490 | -$827,511 | -5.75% | |
| Northern Trust Corp | 0.00% | 237,431 | $12,116,104 | $11,334,956 | -$781,148 | -6.45% | |
| Mid-American Wealth Advisory Group, Inc. | 3.14% | 171,345 | $8,678,640 | $8,180,010 | -$498,630 | -5.75% | |
| Fermata Advisors, Llc | 1.66% | 162,273 | $8,219,143 | $7,746,913 | -$472,230 | -5.75% | |
| Sovran Advisors, Llc | 0.59% | 163,290 | $7,942,426 | $7,795,465 | -$146,961 | -1.85% | |
| Avos Capital Management, Llc | 3.01% | 149,430 | $7,625,394 | $7,133,788 | -$491,606 | -6.45% | |
| Osaic Holdings, Inc. | 0.01% | 121,332 | $6,191,550 | $5,792,390 | -$399,160 | -6.45% | |
| Yoder Wealth Management, Inc. | 2.34% | 118,266 | $5,990,173 | $5,646,019 | -$344,154 | -5.75% | |
| Hightower Advisors, Llc | 0.01% | 99,010 | $5,052,480 | $4,726,737 | -$325,743 | -6.45% | |
| Ares Financial Consulting, Llc | 2.48% | 68,277 | $3,458,248 | $3,259,544 | -$198,704 | -5.75% | |
| Hirtle & Co., Llc | 0.12% | 67,099 | $3,424,062 | $3,203,306 | -$220,756 | -6.45% | |
| Tortoise Investment Management, Llc | 0.26% | 61,697 | $3,148,405 | $2,945,415 | -$202,990 | -6.45% | |
| Balanced Rock Investment Advisors Llc | 2.19% | 61,046 | $3,115,177 | $2,914,336 | -$200,841 | -6.45% | |
| Ubs Group Ag | 0.00% | 55,065 | $2,809,967 | $2,628,803 | -$181,164 | -6.45% | |
| Ancora Advisors Llc | 0.06% | 54,830 | $2,797,975 | $2,617,584 | -$180,391 | -6.45% | |
| Focus Financial Network, Inc. | 0.08% | 52,185 | $2,643,158 | $2,491,312 | -$151,846 | -5.74% | |
| Morgan Stanley | 0.00% | 50,409 | $2,572,409 | $2,406,526 | -$165,883 | -6.45% | |
| Sjbenen Advisory, Llc | 2.09% | 49,101 | $2,505,624 | $2,344,082 | -$161,542 | -6.45% | |
| Goldman Sachs Group Inc | 0.00% | 39,048 | $1,992,619 | $1,864,152 | -$128,467 | -6.45% | |
| Wealthedge Investment Advisors, Llc | 0.63% | 36,825 | $1,865,224 | $1,758,026 | -$107,199 | -5.75% | |
| Lpl Financial Llc | 0.00% | 35,120 | $1,792,185 | $1,676,629 | -$115,556 | -6.45% | |
| Envestnet Asset Management Inc | 0.00% | 34,427 | $1,743,724 | $1,643,545 | -$100,179 | -5.75% | |
| Vanguard Capital Wealth Advisors | 1.00% | 29,038 | $1,470,795 | $1,386,274 | -$84,521 | -5.75% | |
| Steelpeak Wealth, Llc | 0.03% | 25,462 | $1,289,670 | $1,215,556 | -$74,114 | -5.75% | |
| Bank Of America Corp | 0.00% | 24,477 | $1,249,061 | $1,168,532 | -$80,529 | -6.45% | |
| Mml Investors Services, Llc | 0.00% | 20,541 | $1,048,184 | $980,627 | -$67,557 | -6.45% | |
| Torren Management, Llc | 0.53% | 20,406 | $1,033,571 | $974,182 | -$59,389 | -5.75% | |
| Global Endowment Management, Lp | 0.11% | 20,000 | $1,021,000 | $954,800 | -$66,200 | -6.48% | |
| Dynamic Advisor Solutions Llc | 0.03% | 18,423 | $933,125 | $879,514 | -$53,611 | -5.75% | |
| Lifetime Wealth Management P.C. | 0.47% | 16,357 | $834,688 | $780,883 | -$53,805 | -6.45% | |
| Svrn Asset Management, Llc | 0.73% | 14,809 | $755,690 | $706,982 | -$48,708 | -6.45% | |
| Iron Financial Llc | 0.28% | 13,241 | $670,681 | $632,125 | -$38,556 | -5.75% | |
| Atria Investments, Inc | 0.01% | 12,656 | $641,026 | $604,197 | -$36,829 | -5.75% | |
| Comprehensive Money Management Services Llc | 0.40% | 11,925 | $608,533 | $569,300 | -$39,234 | -6.45% | |
| Greenline Partners, Llc | 0.07% | 11,880 | $606,214 | $567,151 | -$39,063 | -6.44% | |
| B.O.S.S. Retirement Advisors, Llc | 0.16% | 11,362 | $575,463 | $542,422 | -$33,041 | -5.74% | |
| Focus Partners Advisor Solutions, Llc | 0.01% | 10,853 | $553,829 | $518,122 | -$35,707 | -6.45% | |
| Cetera Investment Advisers | 0.00% | 8,492 | $433,328 | $405,408 | -$27,920 | -6.44% | |
| Private Advisor Group, Llc | 0.00% | 8,286 | $419,675 | $395,574 | -$24,101 | -5.74% | |
| Rockefeller Capital Management L.P. | 0.00% | 7,977 | $407,097 | $380,822 | -$26,275 | -6.45% | |
| Elevated Capital Advisors, Llc | 0.10% | 7,400 | $374,834 | $353,276 | -$21,558 | -5.75% | |
| Stifel Financial Corp | 0.00% | 6,281 | $320,519 | $299,855 | -$20,664 | -6.45% | |
| Avior Wealth Management, Llc | 0.01% | 6,071 | $307,502 | $289,830 | -$17,672 | -5.75% | |
| Susquehanna International Group, Llp | 0.00% | 5,879 | $300,005 | $280,663 | -$19,342 | -6.45% | |
| Baker Ellis Asset Management Llc | 0.03% | 5,710 | $289,212 | $272,595 | -$16,617 | -5.75% | |
| Gentrust, Llc | 0.01% | 5,333 | $272,138 | $254,597 | -$17,541 | -6.45% | |
| Kastel Capital Advisors, Llc | 0.17% | 5,196 | $265,144 | $248,057 | -$17,087 | -6.44% |
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.