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 |
|---|---|---|---|---|---|
| CENTRAL TRUST CO | 02/02/2026 | 713.17 K | $36.91 M | 6.35% | 5.39% |
| EVOKE WEALTH, LLC | 02/06/2026 | 663.47 K | $34.47 M | -14.12% | 5.20% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 401.47 K | $20.78 M | -13.01% | 3.18% |
| AVOS CAPITAL MANAGEMENT, LLC | 02/13/2026 | 345.69 K | $17.89 M | 2.89% | 2.74% |
| NORTHERN TRUST CORP | 02/17/2026 | 288.60 K | $14.93 M | -18.31% | 2.25% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 02/17/2026 | 256.07 K | $13.25 M | -4.05% | 2.03% |
| ALTFEST L J & CO INC | 01/23/2026 | 211.75 K | $10.96 M | 62.92% | 1.60% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 01/23/2026 | 192.13 K | $9.94 M | 0.66% | 1.45% |
| SOVRAN ADVISORS, LLC | 01/20/2026 | 158.66 K | $8.31 M | -8.48% | 1.20% |
| FERMATA ADVISORS, LLC | 01/08/2026 | 134.24 K | $6.95 M | 6.08% | 1.01% |
| YODER WEALTH MANAGEMENT, INC. | 01/22/2026 | 114.47 K | $5.92 M | 2.62% | 0.87% |
| FLOW TRADERS U.S. LLC | 02/13/2026 | 105.58 K | $5.46 M | 100.00% | 0.84% |
| 01/14/2026 | 79.69 K | $4.12 M | 100.00% | 0.60% | |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 73.77 K | $3.82 M | -1.90% | 0.58% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 67.10 K | $3.47 M | 74.29% | 0.53% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 65.52 K | $3.39 M | -1.81% | 0.52% |
| HIRTLE CALLAGHAN & CO LLC | 02/04/2026 | 67.10 K | $3.47 M | 14.05% | 0.51% |
| CITADEL ADVISORS LLC | 02/17/2026 | 60.06 K | $3.11 M | 511.96% | 0.48% |
| BALANCED ROCK INVESTMENT ADVISOR | 02/13/2026 | 59.32 K | $3.07 M | 5.72% | 0.47% |
| 01/30/2026 | 59.94 K | $3.10 M | 100.00% | 0.45% | |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 55.97 K | $2.90 M | 6.74% | 0.42% |
| 01/30/2026 | 52.85 K | $2.74 M | 100.00% | 0.40% | |
| JANE STREET GROUP, LLC | 02/12/2026 | 52.35 K | $2.71 M | 393.40% | 0.40% |
| LLOYD ADVISORY SERVICES, LLC. | 02/06/2026 | 50.29 K | $2.60 M | 6.60% | 0.39% |
| MORGAN STANLEY | 02/13/2026 | 49.59 K | $2.57 M | -29.89% | 0.39% |
| FOCUS FINANCIAL NETWORK, INC. | 01/12/2026 | 48.21 K | $2.50 M | 6.86% | 0.36% |
| ANCORA ADVISORS, LLC | 02/17/2026 | 44.83 K | $2.32 M | 0.00% | 0.36% |
| UBS GROUP AG | 01/29/2026 | 43.93 K | $2.27 M | -21.54% | 0.35% |
| PRIVATE WEALTH ADVISORS, LLC | 02/06/2026 | 42.93 K | $2.22 M | -7.86% | 0.32% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/17/2026 | 42.35 K | $2.19 M | 478.62% | 0.32% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 39.50 K | $2.04 M | 73.25% | 0.31% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 02/06/2026 | 41.02 K | $2.12 M | 315.61% | 0.31% |
| CITADEL ADVISORS LLC | 02/17/2026 | 38.40 K | $1.99 M | -38.85% | 0.30% |
| LPL FINANCIAL LLC | 02/11/2026 | 36.36 K | $1.88 M | -0.62% | 0.28% |
| US BANCORP \DE\ | 01/30/2026 | 37.64 K | $1.95 M | 426.90% | 0.28% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 02/13/2026 | 30.00 K | $1.55 M | 0.00% | 0.24% |
| GREENLINE PARTNERS, LLC | 02/17/2026 | 29.34 K | $1.52 M | -0.20% | 0.23% |
| MGO PRIVATE WEALTH, LLC | 02/10/2026 | 24.34 K | $1.26 M | -0.03% | 0.19% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 23.70 K | $1.23 M | 7.63% | 0.19% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 22.37 K | $1.16 M | 2.40% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 21.50 K | $1.11 M | -31.92% | 0.17% |
| IRON FINANCIAL LLC | 01/22/2026 | 22.20 K | $1.15 M | 0.42% | 0.17% |
| ELEVATED CAPITAL ADVISORS, LLC | 01/27/2026 | 21.71 K | $1.12 M | -1.96% | 0.16% |
| 02/13/2026 | 20.93 K | $1.08 M | 100.00% | 0.16% | |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 21.44 K | $1.11 M | 131.93% | 0.16% |
| CITADEL ADVISORS LLC | 02/17/2026 | 15.70 K | $812.48 K | 35.34% | 0.12% |
| 03/25/2026 | 16.33 K | $845.05 K | 100.00% | 0.12% | |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 12.22 K | $632.33 K | -58.06% | 0.10% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 01/09/2026 | 12.56 K | $650.03 K | 7.11% | 0.09% |
| 02/13/2026 | 11.54 K | $597.10 K | 100.00% | 0.09% |
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PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 128 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: 749,709
ALTFEST L J & CO INC: 275,103
Mid-American Wealth Advisory Group, Inc.: 192,125
Sovran Advisors, LLC: 160,618
Fermata Advisors, LLC: 146,045
Yoder Wealth Management, Inc.: 113,266
38.86% of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.62 M shares in the last 24 months. This purchase volume represents approximately $297.33 M in transactions.