PIMCO 15
Institutional coverage
80 13F filers hold $LTPZ.
13F holders
80
Insider buys · 90d
0
Congress · 90d
0
Smart Money · top-200 alpha cohort
2 holders · Q1 2026Fewer than 3 top-performer holders hold this ticker — not enough signal for a Smart-Money commentary this week. The institutional holders table below shows the full picture.
01
Greenwich Wealth Management LLC
0.01% held
α +12.7pts
02
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Institutional holders
Top 10 of 80 · Source: 13F-HR01
State Farm Mutual Automobile Insurance Co.
—
609,174 sh
02
Jacobsen Capital Management
0.49% of portfolio
531,554 sh
03
CHB Investment Group, LLC
3.01% of portfolio
298,860 sh
04
Calder Financial LLC
1.50% of portfolio
275,103 sh
05
Brightline Capital Management, LLC
—
266,400 sh
06
G2 Capital Management, LLC / Oh
4.20% of portfolio
192,125 sh
07
Lloyd Harbor Capital Management, LLC
1.68% of portfolio
146,045 sh
08
Sheaff Brock Investment Advisors, LLC
0.01% of portfolio
123,702 sh
09
Whitaker-Myers Wealth Managers, LTD.
2.64% of portfolio
113,266 sh
10
Private Harbour Investment Management & Counsel, LLC
0.01% of portfolio
99,010 sh
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $LTPZ in the recent window.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $LTPZ in the recent window.
Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 10:05 UTC.