PIMCO Enhanced Low DurationLDURETF

13F holders, Q2 2026 (June 30)
175holders −18
16new positions
31sold out
2famous investors
$95.60avg. 13F price*

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

050100150200 Q1 2024: 156Q1 2024Q2 2024: 153Q2 2024Q3 2024: 149Q3 2024Q4 2024: 158Q4 2024Q1 2025: 158Q1 2025Q2 2025: 160Q2 2025Q3 2025: 151Q3 2025Q4 2025: 166Q4 2025Q1 2026: 193Q1 2026Q2 2026: 175Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions16$13.6M
Exits31$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.

Show all 175 holders