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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 73.1 M +USD 71.2 M +1,265,562 Nuevas
Central Trust Company
2
Central Trust Company
Missouri
USD 33.1 M +USD 289 k +5,145 +0.9%
Northern Trust
3
Northern Trust
Illinois
USD 27 M +USD 14.8 M +263,419 +129%
AE Wealth Management
4
AE Wealth Management
Kansas
USD 13 M +USD 2.77 M +49,277 +28%
AlTi Global
5
AlTi Global
New York
USD 12.8 M – – –
Forefront Analytics
6
Forefront Analytics
Pennsylvania
USD 11.7 M -USD 384 k -6,824 -3%
Fermata Advisors
7
Fermata Advisors
California
USD 8.08 M +USD 329 k +5,856 +4%
Almanack Investment Partners
8
Almanack Investment Partners
Pennsylvania
USD 7.54 M +USD 7.99 k +142 +0.1%
Bank of America
9
Bank of America
North Carolina
USD 6.63 M +USD 557 k +9,894 +9%
Morgan Stanley
10
Morgan Stanley
New York
USD 5.9 M -USD 1.18 M -20,984 -17%
Yoder Wealth Management
11
Yoder Wealth Management
California
USD 5.41 M -USD 60 k -1,067 -1%
Mid-American Wealth Advisory Group
12
Mid-American Wealth Advisory Group
Missouri
USD 4.66 M +USD 227 k +4,034 +5%
Wells Fargo
13
Wells Fargo
California
USD 4.53 M -USD 152 k -2,699 -3%
Jane Street
14
Jane Street
New York
USD 4.45 M -USD 12.1 M -214,670 -74%
Citadel Advisors
15
Citadel Advisors
Florida
USD 4.41 M +USD 1.79 M +31,805 +71%
UBS Group
16
UBS Group
Switzerland
USD 4.27 M -USD 1.23 M -21,855 -23%
Lloyd Advisory Services
17
Lloyd Advisory Services
Georgia
USD 3.72 M +USD 170 k +3,020 +5%
Private Wealth Advisors (California)
18
Private Wealth Advisors (California)
California
USD 2.54 M +USD 15.9 k +283 +0.7%
Greenline Partners
19
Greenline Partners
New York
USD 2.23 M -USD 57.9 k -1,029 -3%
GTS Securities
20
GTS Securities
Florida
USD 2.02 M +USD 1.97 M +34,977 Nuevas
CHB Investment Group
21
CHB Investment Group
Pennsylvania
USD 1.91 M +USD 1.86 M +33,007 Nuevas
IRON Financial
22
IRON Financial
Illinois
USD 1.9 M +USD 74.6 k +1,327 +4%
Balanced Rock Investment Advisors
23
Balanced Rock Investment Advisors
Massachusetts
USD 1.85 M +USD 65.2 k +1,159 +4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
USD 1.84 M -USD 136 k -2,421 -7%
MML Investors Services
25
MML Investors Services
Massachusetts
USD 1.63 M -USD 58.9 k -1,047 -4%
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