PIMCO Enhanced Low DurationLDURETF
13F holders, Q1 2024 (March 31)156holders
2famous investors
$94.84avg. 13F price*
At the end of Q1 2024, 156 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings. The largest holders were Cwm, LLC ($93.6M), Bank of America Corp. ($47.6M) and TD Capital Management LLC ($38.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Enhanced Low Duration
- CUSIP
- 72201R718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $5.7M |
| Exits | 16 | $6.2M |
Ownership 156 holders
| Cwm, LLC | 0.46% | Reduce -9.7% | 986,537 | $93.6M |
| Bank of America Corp. | 0.00% | Reduce -6.9% | 501,572 | $47.6M |
| TD Capital Management LLC | 4.09% | Add +11.2% | 404,477 | $38.4M |
| Advocacy Wealth Management, LLC | 3.16% | Add +8.8% | 387,028 | $36.7M |
| Morgan Stanley | 0.00% | Reduce -3.5% | 321,255 | $30.5M |
| HighTower Advisors, LLC | 0.04% | Add +12.9% | 233,407 | $22.1M |
| LPL Financial LLC | 0.01% | Reduce -50.4% | 212,700 | $20.2M |
| Elwood & Goetz Wealth Advisory Group, LLC | 4.81% | Reduce -55.0% | 208,885 | $19.8M |
| UBS Group AG | 0.01% | Add +9.6% | 199,634 | $18.9M |
| Royal Bank of Canada | 0.00% | Reduce -4.5% | 195,155 | $18.5M |
| 49 Wealth Management, LLC | 3.97% | Add +14.2% | 195,948 | $18.5M |
| O'Connor Financial Group LLC | 10.28% | Add +5.5% | 181,920 | $17.3M |
| Vickerman Investment Advisors, Inc. | 4.34% | Add +1.1% | 141,916 | $13.5M |
| Access Financial Services, Inc. | 5.75% | Reduce -4.5% | 135,701 | $12.9M |
| Integrated Wealth Concepts LLC | 0.18% | Add +8.6% | 130,763 | $12.4M |
| Dynamic Advisor Solutions LLC | 0.42% | Add +7.2% | 130,343 | $12.4M |
| OneDigital Investment Advisors LLC | 0.16% | Add +10.2% | 107,591 | $10.2M |
| Howland Capital Management LLC | 0.43% | Reduce -10.5% | 93,953 | $8.9M |
| Wells Fargo & Company | 0.00% | Add +0.8% | 80,151 | $7.6M |
| Renaissance Technologies | 0.01% | Add +75.2% | 79,905 | $7.6M |
| Valley National Advisers Inc. | 1.05% | Add +5.9% | 73,392 | $7.0M |
| Austin Private Wealth, LLC | 0.71% | Reduce -10.1% | 65,335 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -27.1% | 60,631 | $5.8M |
| Citadel Advisors | 0.01% | Add +1122.9% | 57,181 | $5.4M |
| Cerity Partners LLC | 0.01% | Reduce -69.0% | 51,432 | $4.9M |
| First National Corp. /Ma/ | 1.08% | No change | 46,156 | $4.4M |
| SkyOak Wealth, LLC | 1.03% | Add +1.3% | 45,441 | $4.3M |
| Treasure Coast Financial Planning | 2.82% | Reduce -37.3% | 45,399 | $4.3M |
| Mgo One Seven LLC | 0.22% | Reduce -6.2% | 44,464 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.6% | 44,198 | $4.2M |
| Captrust Financial Advisors | 0.01% | Reduce -26.8% | 42,804 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +8.4% | 39,994 | $3.8M |
| CarsonAllaria Wealth Management, Ltd. | 2.28% | Reduce -11.4% | 38,290 | $3.6M |
| Signet Financial Management, LLC | 0.48% | Add +18.3% | 36,584 | $3.5M |
| Syverson Strege & Co | 1.23% | Add +1.0% | 36,056 | $3.4M |
| Procyon Advisors, LLC | 0.25% | Reduce -79.5% | 34,284 | $3.3M |
| Greatmark Investment Partners, Inc. | 0.46% | Reduce -4.5% | 33,849 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -19.5% | 33,241 | $3.2M |
| Clear Creek Financial Management, LLC | 0.39% | Reduce -1.6% | 32,159 | $3.1M |
| CreativeOne Wealth, LLC | 0.12% | Add +58.1% | 31,617 | $3.0M |
| PAX Financial Group, LLC | 0.59% | Add +4.6% | 31,160 | $3.0M |
| IFP Advisors, Inc | 0.13% | Add +12.6% | 30,417 | $2.9M |
| Sage Rhino Capital LLC | 0.64% | Add +4.6% | 28,569 | $2.7M |
| Jane Street Group, LLC | 0.00% | Add +176.1% | 27,151 | $2.6M |
| Patten & Patten Inc. | 0.18% | New | 26,270 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -11.7% | 25,341 | $2.4M |
| Smart Portfolios, LLC | 2.38% | Add +0.2% | 23,846 | $2.3M |
| Planning Capital Management Corp | 1.62% | Reduce -6.2% | 23,405 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +412.2% | 23,403 | $2.2M |
| Avestar Capital, LLC | 0.24% | Add +116.3% | 21,914 | $2.1M |
| Brown Advisory Inc. | 0.00% | Add +55.8% | 21,760 | $2.1M |
| Cetera Investment Advisers | 0.00% | Add +365.1% | 19,407 | $1.8M |
| Essex Financial Services, Inc. | 0.17% | Add +22.5% | 19,075 | $1.8M |
| Family Investment Center, Inc. | 0.58% | Reduce -28.1% | 18,956 | $1.8M |
| Independent Financial Group, LLC | 0.08% | Add +40.1% | 18,358 | $1.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +7.3% | 18,167 | $1.7M |
| RFG Advisory, LLC | 0.05% | Reduce -19.1% | 16,846 | $1.6M |
| PFG Advisors | 0.12% | Add +11.7% | 16,596 | $1.6M |
| Williams & Novak, LLC | 1.76% | No change | 16,342 | $1.5M |
| Proficio Capital Partners LLC | 0.17% | Add +143.6% | 15,841 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -23.0% | 14,455 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +11.3% | 14,263 | $1.4M |
| GeoWealth Management, LLC | 0.05% | Add +12.0% | 13,542 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.3% | 13,388 | $1.3M |
| Compass Financial Group, Inc. | 0.61% | Reduce -1.3% | 12,099 | $1.1M |
| Delta Financial Group, Inc. | 0.33% | No change | 11,900 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -11.8% | 11,120 | $1.1M |
| WBH Advisory Inc. | 0.10% | Reduce -12.7% | 10,332 | $980K |
| Prospera Financial Services Inc | 0.03% | Add +0.8% | 9,918 | $942K |
| NWF Advisory Services Inc. | 0.16% | Reduce -10.8% | 9,882 | $937K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Reduce -64.4% | 8,384 | $795K |
| Mayfair Advisory Group, LLC | 0.56% | Add +31.2% | 8,181 | $776K |
| Mercer Global Advisors Inc. | 0.00% | Add +8.5% | 7,975 | $757K |
| Corient Private Wealth LP | 0.00% | Reduce -10.2% | 7,968 | $756K |
| Geller Advisors LLC | 0.05% | Add +6.2% | 7,100 | $674K |
| CGC Financial Services, LLC | 0.35% | Reduce -46.0% | 7,027 | $667K |
| Fernwood Investment Management, LLC | 0.19% | No change | 7,000 | $664K |
| Caldwell Sutter Capital, Inc. | 0.32% | Reduce -6.3% | 6,994 | $663K |
| Econ Financial Services Corp | 0.38% | New | 6,444 | $611K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -7.6% | 6,319 | $599K |
| MML Investors Services, LLC | 0.00% | Add +15.7% | 6,269 | $595K |
| Flow Traders U.S. LLC | 0.03% | New | 6,257 | $594K |
| Stephens Inc. | 0.01% | No change | 6,125 | $581K |
| Citigroup Inc. | 0.00% | Reduce -14.6% | 6,025 | $572K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +26.5% | 5,758 | $546K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -29.7% | 5,626 | $534K |
| National Bank of Canada | 0.00% | No change | 5,694 | $534K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +0.2% | 5,342 | $507K |
| Triton Financial Group Inc | 0.33% | No change | 4,938 | $468K |
| Comerica Bank | 0.00% | Reduce -4.6% | 4,866 | $462K |
| American Institute for Advanced Investment Management, LLP | 0.36% | Reduce -7.0% | 4,808 | $456K |
| Watts Gwilliam & Co., LLC | 0.14% | — | 4,814 | $455K |
| Cedar Brook Financial Partners, LLC | 0.09% | Add +0.1% | 4,750 | $451K |
| Raymond James & Associates | 0.00% | New | 4,096 | $389K |
| Capital Advisors, Ltd. LLC | 0.05% | Reduce -20.3% | 4,054 | $385K |
| Heritage Trust Co | 0.05% | No change | 3,958 | $375K |
| Kathmere Capital Management, LLC | 0.04% | Reduce -37.1% | 3,860 | $366K |
| Anfield Capital Management, LLC | 0.18% | No change | 3,833 | $364K |
| Means Investment Co., Inc. | 0.05% | Add +0.9% | 3,822 | $363K |
| Skyline Advisors, Inc. | 0.16% | Add +0.6% | 3,718 | $353K |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.