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 | 04/17/2026 | 749.71 K | $38.26 M | 5.12% | 6.08% |
| EVOKE WEALTH, LLC | 05/15/2026 | 531.55 K | $27.13 M | -19.88% | 4.31% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 486.02 K | $24.80 M | 21.06% | 3.94% |
| ALTFEST L J & CO INC | 04/28/2026 | 275.10 K | $14.04 M | 29.92% | 2.23% |
| NORTHERN TRUST CORP | 05/14/2026 | 237.43 K | $12.12 M | -17.73% | 1.93% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 04/23/2026 | 192.13 K | $9.94 M | 0.00% | 1.56% |
| SOVRAN ADVISORS, LLC | 05/01/2026 | 160.62 K | $8.26 M | 1.24% | 1.30% |
| AVOS CAPITAL MANAGEMENT, LLC | 05/15/2026 | 149.43 K | $7.63 M | -56.77% | 1.21% |
| FERMATA ADVISORS, LLC | 04/08/2026 | 146.05 K | $7.45 M | 8.79% | 1.19% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 121.33 K | $6.19 M | 64.48% | 0.98% |
| YODER WEALTH MANAGEMENT, INC. | 04/22/2026 | 113.27 K | $5.78 M | -1.05% | 0.92% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 99.01 K | $5.05 M | 100.00% | 0.80% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 88.80 K | $4.53 M | 32.34% | 0.72% |
| HIRTLE CALLAGHAN & CO LLC | 05/13/2026 | 67.10 K | $3.42 M | 0.00% | 0.54% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 64.21 K | $3.28 M | -2.00% | 0.52% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 05/05/2026 | 61.70 K | $3.15 M | 10.24% | 0.50% |
| BALANCED ROCK INVESTMENT ADVISOR | 05/13/2026 | 61.05 K | $3.12 M | 2.90% | 0.50% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 05/08/2026 | 60.01 K | $3.06 M | -76.56% | 0.49% |
| 04/02/2026 | 57.19 K | $2.92 M | -4.58% | 0.46% | |
| 04/30/2026 | 56.49 K | $2.88 M | 6.87% | 0.46% | |
| CITADEL ADVISORS LLC | 05/15/2026 | 56.20 K | $2.87 M | 46.35% | 0.46% |
| UBS GROUP AG | 05/05/2026 | 55.07 K | $2.81 M | 25.35% | 0.45% |
| ANCORA ADVISORS, LLC | 05/15/2026 | 54.83 K | $2.80 M | 22.31% | 0.45% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 52.40 K | $2.67 M | 32.66% | 0.43% |
| MORGAN STANLEY | 05/15/2026 | 50.41 K | $2.57 M | 1.65% | 0.41% |
| 04/13/2026 | 49.10 K | $2.51 M | -38.38% | 0.40% | |
| FOCUS FINANCIAL NETWORK, INC. | 04/14/2026 | 48.46 K | $2.47 M | 0.50% | 0.39% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 39.05 K | $1.99 M | 82.09% | 0.32% |
| LPL FINANCIAL LLC | 05/06/2026 | 35.12 K | $1.79 M | -3.40% | 0.29% |
| GFS ADVISORS, LLC | 04/30/2026 | 28.26 K | $1.40 M | 100.00% | 0.23% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 24.48 K | $1.25 M | 13.87% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 24.21 K | $1.24 M | 8.22% | 0.20% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 05/05/2026 | 23.23 K | $1.19 M | 208.66% | 0.19% |
| VANGUARD CAPITAL WEALTH ADVISORS | 04/21/2026 | 21.70 K | $1.11 M | 136.66% | 0.18% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 20.54 K | $1.05 M | -13.34% | 0.17% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 05/14/2026 | 20.00 K | $1.02 M | -33.33% | 0.16% |
| 05/15/2026 | 16.36 K | $834.69 K | 0.17% | 0.13% | |
| IRON FINANCIAL LLC | 04/27/2026 | 15.17 K | $774.06 K | -31.67% | 0.12% |
| 05/13/2026 | 14.81 K | $755.69 K | -29.26% | 0.12% | |
| DYNAMIC ADVISOR SOLUTIONS LLC | 04/08/2026 | 13.19 K | $672.93 K | 4.98% | 0.11% |
| CITADEL ADVISORS LLC | 05/15/2026 | 13.10 K | $668.49 K | -16.56% | 0.11% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 12.51 K | $638.26 K | 2.37% | 0.10% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 04/23/2026 | 11.93 K | $608.53 K | 38.91% | 0.10% |
| GREENLINE PARTNERS, LLC | 05/15/2026 | 11.88 K | $606.21 K | -59.51% | 0.10% |
| 04/08/2026 | 10.88 K | $561.52 K | -5.72% | 0.09% | |
| BUCKINGHAM STRATEGIC PARTNERS | 05/13/2026 | 10.85 K | $553.83 K | -5.94% | 0.09% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 8.49 K | $433.33 K | -14.15% | 0.07% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 7.98 K | $407.10 K | -14.62% | 0.06% |
| 05/21/2026 | 7.58 K | $387.00 K | 5.14% | 0.06% | |
| STIFEL FINANCIAL CORP | 05/12/2026 | 6.28 K | $320.52 K | 15.48% | 0.05% |
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PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund institutional Ownership - FAQ's
During the previous two years, 122 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
EVOKE WEALTH, LLC: 531,554
WELLS FARGO & COMPANY/MN: 486,020
ALTFEST L J & CO INC: 275,103
NORTHERN TRUST CORP: 237,431
Mid-American Wealth Advisory Group, Inc.: 192,125
35.99% of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.68 M shares in the last 24 months. This purchase volume represents approximately $247.30 M in transactions.