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PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Evoke Wealth
1
Evoke Wealth
California
USD 79.1 M +USD 78.8 M +1,424,161 Nuevas
Central Trust Company
2
Central Trust Company
Missouri
USD 29.6 M +USD 3.65 M +65,944 +14%
Jane Street
3
Jane Street
New York
USD 24.8 M +USD 11.4 M +206,892 +86%
AlTi Global
4
AlTi Global
New York
USD 11.3 M -USD 923 k -16,680 -8%
Forefront Analytics
5
Forefront Analytics
Pennsylvania
USD 11.1 M -USD 40.3 k -728 -0.4%
Fermata Advisors
6
Fermata Advisors
California
USD 7.1 M +USD 89.4 k +1,616 +1%
Morgan Stanley
7
Morgan Stanley
New York
USD 6.68 M -USD 396 k -7,151 -6%
Northern Trust
8
Northern Trust
Illinois
USD 6.42 M +USD 3.87 M +69,936 +153%
Almanack Investment Partners
9
Almanack Investment Partners
Pennsylvania
USD 6.27 M -USD 2 M -36,096 -24%
Nottingham Advisors
10
Nottingham Advisors
New York
USD 5.71 M -USD 126 k -2,285 -2%
Community Bank
11
Community Bank
New York
USD 5.56 M – – –
Yoder Wealth Management
12
Yoder Wealth Management
California
USD 5.04 M -USD 425 k -7,686 -8%
Citadel Advisors
13
Citadel Advisors
Florida
USD 4.95 M +USD 4.85 M +87,707 +6,301%
AE Wealth Management
14
AE Wealth Management
Kansas
USD 4.46 M -USD 8.96 M -162,050 -67%
Wells Fargo
15
Wells Fargo
California
USD 4.35 M +USD 276 k +4,987 +7%
Simplify Asset Management
16
Simplify Asset Management
Nevada
USD 4.01 M -USD 11.2 M -202,142 -74%
MML Investors Services
17
MML Investors Services
Massachusetts
USD 3.86 M -USD 5.24 M -94,721 -58%
Mid-American Wealth Advisory Group
18
Mid-American Wealth Advisory Group
Missouri
USD 3.86 M +USD 539 k +9,745 +16%
Bank of America
19
Bank of America
North Carolina
USD 3.8 M -USD 556 k -10,043 -13%
UBS Group
20
UBS Group
Switzerland
USD 3.72 M -USD 1.65 M -29,867 -31%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
USD 3.26 M +USD 1.43 M +25,827 +79%
Private Wealth Advisors (California)
22
Private Wealth Advisors (California)
California
USD 2.18 M +USD 32.1 k +580 +1%
Greenline Partners
23
Greenline Partners
New York
USD 2.12 M +USD 243 k +4,393 +13%
IRON Financial
24
IRON Financial
Illinois
USD 1.77 M -USD 142 k -2,571 -7%
Balanced Rock Investment Advisors
25
Balanced Rock Investment Advisors
Massachusetts
USD 1.57 M +USD 1.57 M +28,297 Nuevas
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