PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| EVOKE WEALTH, LLC | 11/14/2025 | 772.56 K | $41.16 M | -19.64% | 6.02% |
| CENTRAL TRUST CO | 11/06/2025 | 670.57 K | $35.73 M | 20.97% | 5.23% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 461.48 K | $24.59 M | -2.24% | 3.60% |
| NORTHERN TRUST CORP | 11/14/2025 | 353.27 K | $18.82 M | 1.96% | 2.75% |
| AVOS CAPITAL MANAGEMENT, LLC | 11/13/2025 | 335.98 K | $17.90 M | 20.55% | 2.62% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 11/12/2025 | 266.88 K | $14.22 M | 1.16% | 2.08% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 10/20/2025 | 190.86 K | $10.17 M | 2.84% | 1.49% |
| FOREFRONT WEALTH PARTNERS, LLC | 10/20/2025 | 174.67 K | $9.31 M | 100.00% | 1.36% |
| SOVRAN ADVISORS, LLC | 10/31/2025 | 173.36 K | $9.33 M | 7.10% | 1.35% |
| ALTFEST L J & CO INC | 10/21/2025 | 129.98 K | $6.93 M | 100.63% | 1.01% |
| FERMATA ADVISORS, LLC | 10/09/2025 | 126.55 K | $6.74 M | -3.72% | 0.99% |
| YODER WEALTH MANAGEMENT, INC. | 10/22/2025 | 111.55 K | $5.94 M | 7.36% | 0.87% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 75.20 K | $4.01 M | 4,160.57% | 0.59% |
| MORGAN STANLEY | 11/14/2025 | 70.73 K | $3.77 M | -0.64% | 0.55% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 66.73 K | $3.56 M | -3.53% | 0.52% |
| CITADEL ADVISORS LLC | 11/14/2025 | 62.80 K | $3.35 M | 88.02% | 0.49% |
| HIRTLE CALLAGHAN & CO LLC | 11/13/2025 | 58.83 K | $3.13 M | 4.45% | 0.46% |
| BALANCED ROCK INVESTMENT ADVISOR | 11/14/2025 | 56.12 K | $2.99 M | 9.12% | 0.44% |
| UBS GROUP AG | 11/13/2025 | 55.99 K | $2.98 M | -0.12% | 0.44% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 52.43 K | $2.79 M | 5.62% | 0.41% |
| LLOYD ADVISORY SERVICES, LLC. | 10/30/2025 | 47.18 K | $2.51 M | -1.06% | 0.37% |
| PRIVATE WEALTH ADVISORS, LLC | 12/01/2025 | 46.60 K | $2.48 M | -4.75% | 0.36% |
| FOCUS FINANCIAL NETWORK, INC. | 10/10/2025 | 45.12 K | $2.40 M | 100.00% | 0.35% |
| ANCORA ADVISORS, LLC | 11/14/2025 | 44.83 K | $2.39 M | 0.00% | 0.35% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 38.50 K | $2.05 M | -64.74% | 0.30% |
| LPL FINANCIAL LLC | 11/12/2025 | 36.58 K | $1.95 M | -14.07% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 31.57 K | $1.68 M | -6.33% | 0.25% |
| BUCKINGHAM STRATEGIC PARTNERS | 11/12/2025 | 31.16 K | $1.66 M | 68.25% | 0.24% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 11/13/2025 | 30.00 K | $1.60 M | 0.00% | 0.23% |
| GREENLINE PARTNERS, LLC | 11/17/2025 | 29.40 K | $1.57 M | 8.05% | 0.23% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 29.14 K | $1.55 M | -34.28% | 0.23% |
| MGO PRIVATE WEALTH, LLC | 11/14/2025 | 24.34 K | $1.30 M | 7.23% | 0.19% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 22.80 K | $1.21 M | -20.83% | 0.18% |
| ELEVATED CAPITAL ADVISORS, LLC | 11/13/2025 | 22.14 K | $1.18 M | -8.38% | 0.17% |
| IRON FINANCIAL LLC | 10/24/2025 | 22.11 K | $1.18 M | 3.04% | 0.17% |
| MML INVESTORS SERVICES, LLC | 11/14/2025 | 22.02 K | $1.17 M | -2.42% | 0.17% |
| PRIVATE ADVISOR GROUP, LLC | 11/13/2025 | 21.85 K | $1.16 M | -3.94% | 0.17% |
| CARTESIAN GROWTH CORP | 11/06/2025 | 18.90 K | $1.01 M | -11.68% | 0.15% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 13.62 K | $725.50 K | -10.07% | 0.11% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 10/09/2025 | 11.73 K | $624.82 K | -1.83% | 0.09% |
| CITADEL ADVISORS LLC | 11/14/2025 | 11.60 K | $618.05 K | 100.00% | 0.09% |
| JANE STREET GROUP, LLC | 11/14/2025 | 10.61 K | $565.30 K | -82.63% | 0.08% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 10/30/2025 | 9.87 K | $525.82 K | 100.00% | 0.08% |
| CITADEL ADVISORS LLC | 11/14/2025 | 9.82 K | $522.94 K | 100.00% | 0.08% |
| VANGUARD CAPITAL WEALTH ADVISORS | 10/30/2025 | 9.61 K | $512.04 K | -6.21% | 0.07% |
| IFG ADVISORY, LLC | 11/12/2025 | 9.57 K | $510.11 K | 13.72% | 0.07% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 9.25 K | $492.63 K | 0.00% | 0.07% |
| ROYAL BANK OF CANADA | 11/14/2025 | 8.59 K | $458.00 K | -41.86% | 0.07% |
| GENTRUST, LLC | 11/07/2025 | 8.23 K | $438.52 K | -0.02% | 0.06% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 11/14/2025 | 7.32 K | $389.96 K | 100.00% | 0.06% |
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PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 93 institutional investors and hedge funds held shares of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund. The most heavily invested institutionals were:
CENTRAL TRUST Co: 713,172
Sovran Advisors, LLC: 158,658
Private Wealth Advisors, LLC: 42,934
Envestnet Portfolio Solutions, Inc.: 41,017
US BANCORP \DE\: 37,642
IRON Financial LLC: 22,199
38.22% of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.61 M shares in the last 24 months. This purchase volume represents approximately $187.92 M in transactions.