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Institutional Holders of LTPZ

There is a long list of 85 institutional holders of LTPZ within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of LTPZ by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-LTPZ table below, the initial column indicates the name of each top institutional holder of LTPZ, with a link to that fund's top holdings. The next columns indicate the amount of LTPZ stock held by each of the institutional holders of LTPZ, followed by the LTPZ position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Evoke Wealth LLC1,570,833$89,035 12/31/2023
     LTPZ1,570,833$89,035 12/31/2023
CENTRAL TRUST Co533,589$29,646 03/31/2024
     LTPZ533,589$29,646 03/31/2024
Simplify Asset Management Inc.274,283$15,546 12/31/2023
     LTPZ274,283$15,546 12/31/2023
Jane Street Group LLC239,618$13,582 12/31/2023
     LTPZ239,618$13,582 12/31/2023
AE Wealth Management LLC242,405$13,315 12/31/2023
     LTPZ242,405$13,315 12/31/2023
AlTi Global Inc.219,500$12,441 12/31/2023
     LTPZ219,500$12,441 12/31/2023
Forefront Analytics LLC201,135$11,400 12/31/2023
     LTPZ201,135$11,400 12/31/2023
MML Investors Services LLC164,275$9,311 12/31/2023
     LTPZ164,275$9,311 12/31/2023
Almanack Investment Partners LLC.149,015$8,446 12/31/2023
     LTPZ149,015$8,446 12/31/2023
Morgan Stanley127,424$7,222 12/31/2023
     LTPZ127,424$7,222 12/31/2023
Fermata Advisors LLC127,702$7,095 03/31/2024
     LTPZ127,702$7,095 03/31/2024
Goldman Sachs Group Inc.108,000$6,121 12/31/2023
     LTPZ108,000$6,121 12/31/2023
Nottingham Advisors Inc.105,035$5,953 12/31/2023
     LTPZ105,035$5,953 12/31/2023
Community Bank N.A.100,000$5,668 12/31/2023
     LTPZ100,000$5,668 12/31/2023
UBS Group AG96,872$5,491 12/31/2023
     LTPZ96,872$5,491 12/31/2023
Private Advisor Group LLC91,261$5,173 12/31/2023
     LTPZ91,261$5,173 12/31/2023
Yoder Wealth Management Inc.90,768$5,043 03/31/2024
     LTPZ90,768$5,043 03/31/2024
Bank of America Corp DE78,437$4,446 12/31/2023
     LTPZ78,437$4,446 12/31/2023
Wells Fargo & Company MN73,315$4,155 12/31/2023
     LTPZ73,315$4,155 12/31/2023
Mid American Wealth Advisory Group Inc.69,405$3,856 03/31/2024
     LTPZ69,405$3,856 03/31/2024
Advanced Research Investment Solutions LLC46,969$2,662 12/31/2023
     LTPZ46,969$2,662 12/31/2023
Northern Trust Corp45,693$2,590 12/31/2023
     LTPZ45,693$2,590 12/31/2023
LPL Financial LLC41,259$2,339 12/31/2023
     LTPZ41,259$2,339 12/31/2023
Private Wealth Advisors LLC38,669$2,192 12/31/2023
     LTPZ38,669$2,192 12/31/2023
Greenline Partners LLC33,849$1,919 12/31/2023
     LTPZ33,849$1,919 12/31/2023
Royal Bank of Canada32,866$1,863 12/31/2023
     LTPZ32,866$1,863 12/31/2023
Iron Financial LLC31,768$1,765 03/31/2024
     LTPZ31,768$1,765 03/31/2024
Nelson Van Denburg & Campbell Wealth Management Group LLC30,288$1,717 12/31/2023
     LTPZ30,288$1,717 12/31/2023
Creative Planning26,291$1,490 12/31/2023
     LTPZ26,291$1,490 12/31/2023
Ancora Advisors LLC22,300$1,264 12/31/2023
     LTPZ22,300$1,264 12/31/2023
Envestnet Asset Management Inc.17,567$996 12/31/2023
     LTPZ17,567$996 12/31/2023
Coombe Bender & Co LLC17,171$973 12/31/2023
     LTPZ17,171$973 12/31/2023
Rockefeller Capital Management L.P.13,213$749 12/31/2023
     LTPZ13,213$749 12/31/2023
Kestra Advisory Services LLC13,010$737 12/31/2023
     LTPZ13,010$737 12/31/2023
Raymond James & Associates13,026$724 03/31/2024
     LTPZ13,026$724 03/31/2024
Modera Wealth Management LLC12,217$692 12/31/2023
     LTPZ12,217$692 12/31/2023
International Assets Investment Management LLC11,964$650 03/31/2024
     LTPZ11,964$650 03/31/2024
Integrated Wealth Concepts LLC11,347$643 12/31/2023
     LTPZ11,347$643 12/31/2023
Aspect Partners LLC11,134$631 12/31/2023
     LTPZ11,134$631 12/31/2023
Cambridge Investment Research Advisors Inc.10,816$601 03/31/2024
     LTPZ10,816$601 03/31/2024
Captrust Financial Advisors9,596$544 12/31/2023
     LTPZ9,596$544 12/31/2023
Mutual Advisors LLC9,534$540 12/31/2023
     LTPZ9,534$540 12/31/2023
Commonwealth Equity Services LLC8,846$501 12/31/2023
     LTPZ8,846$501 12/31/2023
MAS Advisors LLC8,335$472 12/31/2023
     LTPZ8,335$472 12/31/2023
Cetera Investment Advisers7,974$452 12/31/2023
     LTPZ7,974$452 12/31/2023
Bridge Advisory LLC7,691$427 03/31/2024
     LTPZ7,691$427 03/31/2024
Harbour Investments Inc.7,081$401 12/31/2023
     LTPZ7,081$401 12/31/2023
B.O.S.S. Retirement Advisors LLC6,000$315 12/31/2023
     LTPZ6,000$315 12/31/2023
Lido Advisors LLC5,449$309 12/31/2023
     LTPZ5,449$309 12/31/2023
Parallel Advisors LLC5,314$301 12/31/2023
     LTPZ5,314$301 12/31/2023

See All: Funds Holding LTPZ
See Details: Top 10 Hedge Funds Holding LTPZ
Also See: LTPZ Holdings Changes

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