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 | 07/31/2026 | 736.98 K | $37.33 M | -1.70% | 4.99% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 532.29 K | $26.96 M | 100.00% | 3.61% |
| MORGAN STANLEY | 08/13/2026 | 475.23 K | $24.07 M | 842.76% | 3.22% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 439.79 K | $22.28 M | -9.51% | 2.98% |
| AVOS CAPITAL MANAGEMENT, LLC | 08/14/2026 | 319.33 K | $16.17 M | 113.70% | 2.16% |
| ALTFEST L J & CO INC | 07/30/2026 | 284.36 K | $14.40 M | 3.37% | 1.93% |
| NORTHERN TRUST CORP | 08/13/2026 | 202.22 K | $10.24 M | -14.83% | 1.37% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 174.53 K | $8.84 M | 171.83% | 1.18% |
| MID-AMERICAN WEALTH ADVISORY GROUP, INC. | 07/16/2026 | 171.35 K | $8.68 M | -10.82% | 1.16% |
| SOVRAN ADVISORS, LLC | 07/30/2026 | 163.29 K | $7.94 M | 1.66% | 1.11% |
| FERMATA ADVISORS, LLC | 07/07/2026 | 162.27 K | $8.22 M | 11.11% | 1.10% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 139.01 K | $7.04 M | 40.40% | 0.94% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 128.47 K | $6.51 M | 5.88% | 0.87% |
| YODER WEALTH MANAGEMENT, INC. | 07/22/2026 | 118.27 K | $5.99 M | 4.41% | 0.80% |
| LPL FINANCIAL LLC | 08/07/2026 | 92.57 K | $4.69 M | 163.57% | 0.63% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 88.78 K | $4.50 M | 127.36% | 0.60% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 88.10 K | $4.46 M | 68.13% | 0.60% |
| LLOYD ADVISORY SERVICES, LLC. | 08/07/2026 | 81.21 K | $4.11 M | 4,201.48% | 0.55% |
| BALANCED ROCK INVESTMENT ADVISOR | 08/17/2026 | 74.54 K | $3.78 M | 22.10% | 0.50% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 08/07/2026 | 71.50 K | $3.62 M | 15.88% | 0.48% |
| HIRTLE CALLAGHAN & CO LLC | 08/14/2026 | 68.48 K | $3.47 M | 2.06% | 0.46% |
| ARES FINANCIAL CONSULTING, LLC | 07/09/2026 | 68.28 K | $3.46 M | 19.38% | 0.46% |
| SJBENEN ADVISORY, LLC | 08/11/2026 | 66.47 K | $3.33 M | 35.38% | 0.45% |
| CITADEL ADVISORS LLC | 09/02/2026 | 58.00 K | $2.94 M | 342.75% | 0.39% |
| ANCORA ADVISORS, LLC | 08/14/2026 | 55.17 K | $2.79 M | 0.62% | 0.37% |
| UBS GROUP AG | 08/13/2026 | 54.55 K | $2.76 M | -0.94% | 0.37% |
| FOCUS FINANCIAL NETWORK, INC. | 07/09/2026 | 52.19 K | $2.64 M | 7.70% | 0.35% |
| FLOW TRADERS U.S. LLC | 08/14/2026 | 47.28 K | $2.40 M | 100.00% | 0.32% |
| FIDUCIARY FINANCIAL ADVISORS | 08/14/2026 | 42.27 K | $2.14 M | 100.00% | 0.29% |
| CITADEL ADVISORS LLC | 09/02/2026 | 38.88 K | $1.97 M | 100.00% | 0.26% |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | 07/21/2026 | 36.83 K | $1.87 M | -38.64% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 34.43 K | $1.74 M | 175.24% | 0.23% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 33.30 K | $1.69 M | -62.50% | 0.23% |
| CITADEL ADVISORS LLC | 09/02/2026 | 33.00 K | $1.67 M | -41.28% | 0.22% |
| VANGUARD CAPITAL WEALTH ADVISORS | 07/23/2026 | 29.04 K | $1.47 M | 33.82% | 0.20% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 27.61 K | $1.40 M | 12.78% | 0.19% |
| STEEL PEAK WEALTH MANAGEMENT LLC | 07/13/2026 | 25.46 K | $1.29 M | 9.61% | 0.17% |
| COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC | 08/17/2026 | 24.39 K | $1.24 M | 104.56% | 0.17% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 23.89 K | $1.21 M | 199.45% | 0.16% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 23.13 K | $1.17 M | 12.62% | 0.16% |
| TORREN MANAGEMENT, LLC | 07/10/2026 | 20.41 K | $1.03 M | -63.87% | 0.14% |
| GLOBAL ENDOWMENT MANAGEMENT, LP | 08/14/2026 | 20.00 K | $1.01 M | 0.00% | 0.14% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 18.42 K | $933.13 K | 39.71% | 0.12% |
| IFG ADVISORY, LLC | 08/14/2026 | 16.30 K | $825.71 K | 100.00% | 0.11% |
| LIFETIME WEALTH MANAGEMENT P.C. | 08/17/2026 | 16.03 K | $812.08 K | -1.98% | 0.11% |
| SVRN ASSET MANAGEMENT, LLC | 08/14/2026 | 14.99 K | $759.41 K | 1.24% | 0.10% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/11/2026 | 14.70 K | $744.76 K | 100.00% | 0.10% |
| IRON FINANCIAL LLC | 07/22/2026 | 13.24 K | $670.68 K | -12.71% | 0.09% |
| ATRIA INVESTMENTS, INC | 07/28/2026 | 12.66 K | $641.03 K | 100.00% | 0.09% |
| HOWARD BAILEY SECURITIES, LLC | 08/10/2026 | 12.57 K | $636.84 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, 135 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: 736,977
MAI Capital Management: 532,294
MORGAN STANLEY: 475,234
WELLS FARGO & COMPANY/MN: 439,786
Avos Capital Management, LLC: 319,331
ALTFEST L J & CO INC: 284,363
37.39% of PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund stock is owned by institutional investors.
Institutional investors have bought a total of 5.98 M shares in the last 24 months. This purchase volume represents approximately $316.43 M in transactions.