PIMCO Enhanced Low DurationLDURETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 175 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings, down 18 from Q1 2026. 16 opened new positions and 31 sold out. The largest holders were FMR LLC ($239.1M), Advocacy Wealth Management, LLC ($106.6M) and LPL Financial LLC ($71.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Enhanced Low Duration
- CUSIP
- 72201R718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $13.6M |
| Exits | 31 | $29.3M |
All 13F filers, Q1 2026 → Q2 2026: 1,115,975 shares bought and 1,394,102 shares sold, net −278,127 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 175 holders
| FMR LLC | 0.01% | Add +29.9% | 2,500,609 | $239.1M |
| Advocacy Wealth Management, LLC | 3.87% | Add +3.2% | 1,115,335 | $106.6M |
| LPL Financial LLC | 0.02% | Reduce -26.5% | 745,492 | $71.3M |
| Wells Fargo & Company | 0.01% | Add +10.4% | 570,273 | $54.5M |
| Bank of America Corp. | 0.00% | Add +4.2% | 441,550 | $42.2M |
| TD Capital Management LLC | 3.44% | Add +0.9% | 440,019 | $42.1M |
| Morgan Stanley | 0.00% | Add +0.1% | 394,513 | $37.7M |
| Great Valley Advisor Group, Inc. | 0.56% | Add +7.8% | 370,534 | $35.4M |
| JPMorgan Chase & Co. | 0.00% | Add +16.3% | 331,094 | $31.7M |
| Kelly Financial Group LLC | 6.36% | Add +5.9% | 299,442 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -36.5% | 261,567 | $25.0M |
| O'Connor Financial Group LLC | 6.86% | Reduce -12.3% | 202,851 | $19.4M |
| Beacon Capital Management, Inc. | 1.13% | Add +0.8% | 194,710 | $18.6M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 168,892 | $16.1M |
| OneDigital Investment Advisors LLC | 0.13% | Add +9.8% | 156,063 | $14.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.8% | 133,806 | $12.8M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +18.6% | 125,367 | $11.9M |
| UBS Group AG | 0.00% | Reduce -5.3% | 103,432 | $9.9M |
| Visionary Wealth Advisors | 0.35% | Add +3.6% | 92,607 | $8.9M |
| Gateway Wealth Partners, LLC | 0.52% | Reduce -48.6% | 90,411 | $8.6M |
| Exchange Traded Concepts, LLC | 0.04% | Add +11.2% | 88,719 | $8.5M |
| Treasure Coast Financial Planning | 4.01% | Add +6.4% | 85,945 | $8.2M |
| Valley National Advisers Inc. | 0.85% | Add +26.6% | 80,061 | $7.7M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +11.0% | 77,855 | $7.4M |
| CarsonAllaria Wealth Management, Ltd. | 3.08% | Add +11.4% | 74,416 | $7.1M |
| Cetera Investment Advisers | 0.01% | Reduce -55.4% | 70,672 | $6.8M |
| Modera Wealth Management, LLC | 0.07% | New | 69,406 | $6.6M |
| Raymond James Financial Inc. | 0.00% | Add +1.3% | 69,119 | $6.6M |
| Howland Capital Management LLC | 0.22% | Reduce -8.8% | 64,250 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +3.9% | 56,901 | $5.4M |
| Essex Financial Services, Inc. | 0.26% | Add +4.2% | 55,256 | $5.3M |
| Atria Investments, Inc | 0.05% | Reduce -55.4% | 54,610 | $5.2M |
| Maimon Wealth Management LTD. | 3.94% | Add +15.5% | 53,530 | $5.1M |
| Beckerman Institutional, LLC | 2.43% | Reduce -0.7% | 53,496 | $5.1M |
| Brown Advisory Inc. | 0.01% | Reduce -68.4% | 52,476 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.8% | 50,887 | $4.9M |
| Wealth Advisors of Iowa, LLC | 1.30% | Add +1.5% | 50,339 | $4.8M |
| SkyOak Wealth, LLC | 0.76% | Add +1.5% | 48,707 | $4.7M |
| Legacy Capital Group California, Inc. | 1.35% | Add +8.0% | 46,974 | $4.5M |
| Mariner, LLC | 0.00% | Reduce -63.7% | 41,427 | $4.0M |
| IFP Advisors, Inc | 0.07% | Reduce -4.6% | 40,800 | $3.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +3.7% | 38,352 | $3.7M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -0.4% | 35,140 | $3.4M |
| Sage Rhino Capital LLC | 0.55% | Add +17.8% | 34,947 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +22.8% | 29,942 | $2.9M |
| Barnes Wealth Management Group, Inc | 1.28% | Reduce -0.2% | 28,953 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.9% | 28,193 | $2.7M |
| RFG Advisory, LLC | 0.04% | Add +60.6% | 26,457 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +5.4% | 26,063 | $2.5M |
| Family Investment Center, Inc. | 0.41% | Reduce -0.9% | 25,588 | $2.4M |
| TD Waterhouse Canada Inc. | 0.01% | Add +480.5% | 25,629 | $2.4M |
| Captrust Financial Advisors | 0.00% | Reduce -13.3% | 22,798 | $2.2M |
| AE Wealth Management LLC | 0.01% | Add +3.5% | 21,831 | $2.1M |
| Cerity Partners LLC | 0.00% | Add +4.0% | 20,911 | $2.0M |
| Stifel Financial Corp. | 0.00% | Add +19.5% | 20,694 | $2.0M |
| Patten & Patten Inc. | 0.10% | Add +6.1% | 20,439 | $2.0M |
| PAX Financial Group, LLC | 0.27% | Reduce -4.9% | 19,031 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Reduce -21.8% | 18,983 | $1.8M |
| Avestar Capital, LLC | 0.10% | Add +3.5% | 17,986 | $1.7M |
| Mgo One Seven LLC | 0.03% | Reduce -7.0% | 17,983 | $1.7M |
| BankPlus Wealth Management LLC | 0.72% | Reduce -8.1% | 16,667 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.8% | 16,286 | $1.6M |
| Aviance Capital Partners, LLC | 0.16% | Add +55.8% | 16,250 | $1.6M |
| Kestra Advisory Services, LLC | 0.00% | New | 15,512 | $1.5M |
| Sand Hill Global Advisors, LLC | 0.04% | Add +10.9% | 15,359 | $1.5M |
| Smartleaf Asset Management LLC | 0.04% | No change | 13,800 | $1.3M |
| New Wave Wealth Advisors LLC | 0.36% | Add +336.1% | 13,611 | $1.3M |
| Compass Financial Group, Inc. | 0.53% | Add +1.1% | 13,104 | $1.3M |
| Krilogy Financial LLC | 0.04% | Reduce -0.3% | 13,040 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | Add +6.9% | 12,865 | $1.2M |
| Citadel Advisors | 0.00% | New | 11,999 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.5% | 11,510 | $1.1M |
| &partners | 0.00% | Reduce -0.8% | 11,295 | $1.1M |
| Midwest Financial Network, LLC | 0.73% | Reduce -16.5% | 11,231 | $1.1M |
| Axxcess Wealth Management, LLC | 0.02% | New | 10,576 | $1.0M |
| Legacy Capital Wealth Partners, LLC | 0.19% | Reduce -38.1% | 10,360 | $991K |
| Greatmark Investment Partners, Inc. | 0.11% | Reduce -1.0% | 10,357 | $990K |
| Syverson Strege & Co | 0.21% | Reduce -0.2% | 10,199 | $975K |
| Synergy Asset Management, LLC | 0.09% | New | 9,567 | $915K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.2% | 9,443 | $903K |
| Trek Financial, LLC | 0.04% | New | 9,154 | $875K |
| Curi Capital, LLC | 0.01% | Reduce -37.2% | 8,807 | $842K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -17.5% | 8,811 | $842K |
| Nottingham Advisors, Inc. | 0.09% | Add +82.5% | 8,118 | $774K |
| Ameritas Advisory Services, LLC | 0.02% | Add +167.7% | 8,076 | $772K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -26.5% | 8,004 | $765K |
| Corient Private Wealth LP | 0.00% | Reduce -7.0% | 7,776 | $743K |
| Waverly Advisors, LLC | 0.00% | Reduce -13.7% | 7,762 | $742K |
| Charter Capital Management, LLC\DE | 0.32% | Reduce -3.2% | 7,533 | $720K |
| DAVENPORT & Co LLC | 0.00% | No change | 7,184 | $687K |
| Fifth Third Bancorp | 0.00% | Reduce -0.9% | 6,610 | $632K |
| Caldwell Sutter Capital, Inc. | 0.24% | Add +2.7% | 6,536 | $625K |
| CGC Financial Services, LLC | 0.14% | Add +27.1% | 6,351 | $607K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -37.7% | 6,138 | $587K |
| Stephens Inc. | 0.01% | No change | 6,125 | $586K |
| Mayfair Advisory Group, LLC | 0.17% | Reduce -0.4% | 5,862 | $558K |
| Private Advisor Group, LLC | 0.00% | Reduce -73.9% | 5,804 | $555K |
| Copper Harbor Investment Advisors, LLC | 0.11% | — | 5,634 | $539K |
| Prospera Financial Services Inc | 0.01% | Add +0.5% | 5,620 | $538K |
| PFG Advisors | 0.03% | Reduce -21.9% | 5,473 | $523K |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.