PIMCO Enhanced Low DurationLDURETF
13F holders, Q2 2024 (June 30)153holders −3
12new positions
14sold out
2famous investors
$94.67avg. 13F price*
At the end of Q2 2024, 153 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings, down 3 from Q1 2024. 12 opened new positions and 14 sold out. The largest holders were Cwm, LLC ($92.4M), Advocacy Wealth Management, LLC ($75.3M) and TD Capital Management LLC ($41.3M). 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $4.0M |
| Exits | 14 | $7.6M |
All 13F filers, Q1 2024 → Q2 2024: 709,223 shares bought and 924,408 shares sold, net −215,185 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Cwm, LLC | 0.44% | Reduce -1.1% | 976,174 | $92.4M |
| Advocacy Wealth Management, LLC | 6.21% | Add +105.4% | 794,948 | $75.3M |
| TD Capital Management LLC | 4.32% | Add +7.9% | 436,547 | $41.3M |
| Bank of America Corp. | 0.00% | Reduce -25.4% | 374,009 | $35.4M |
| Morgan Stanley | 0.00% | Add +13.9% | 365,959 | $34.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -6.7% | 217,668 | $20.6M |
| LPL Financial LLC | 0.01% | Reduce -0.1% | 212,436 | $20.1M |
| UBS Group AG | 0.01% | Add +0.6% | 200,768 | $19.0M |
| O'Connor Financial Group LLC | 10.19% | Add +1.8% | 185,102 | $17.5M |
| Royal Bank of Canada | 0.00% | Reduce -11.1% | 173,528 | $16.4M |
| OneDigital Investment Advisors LLC | 0.18% | Add +38.4% | 148,905 | $14.1M |
| Access Financial Services, Inc. | 5.40% | Reduce -7.5% | 125,472 | $11.9M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -9.6% | 118,236 | $11.2M |
| Vickerman Investment Advisors, Inc. | 3.08% | Reduce -28.5% | 101,424 | $9.6M |
| Dynamic Advisor Solutions LLC | 0.30% | Reduce -23.2% | 100,055 | $9.5M |
| Wells Fargo & Company | 0.00% | Add +5.8% | 84,792 | $8.0M |
| Howland Capital Management LLC | 0.38% | Reduce -10.6% | 84,037 | $8.0M |
| Renaissance Technologies | 0.01% | Reduce -7.0% | 74,300 | $7.0M |
| Valley National Advisers Inc. | 1.02% | Reduce -1.1% | 72,614 | $6.9M |
| Austin Private Wealth, LLC | 0.66% | Reduce -1.5% | 64,351 | $6.1M |
| First National Corp. /Ma/ | 1.32% | Add +26.6% | 58,430 | $5.5M |
| 49 Wealth Management, LLC | 1.07% | Reduce -70.7% | 57,397 | $5.4M |
| Susquehanna International Group, LLP | 0.01% | Add +143.2% | 56,921 | $5.4M |
| Jane Street Group, LLC | 0.01% | Add +89.1% | 51,353 | $4.9M |
| SkyOak Wealth, LLC | 1.01% | Add +0.1% | 45,473 | $4.3M |
| Treasure Coast Financial Planning | 2.83% | Reduce -0.3% | 45,257 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 45,183 | $4.3M |
| Citadel Advisors | 0.00% | Reduce -23.5% | 43,729 | $4.1M |
| CarsonAllaria Wealth Management, Ltd. | 2.35% | Add +6.0% | 40,608 | $3.8M |
| Signet Financial Management, LLC | 0.52% | Add +10.6% | 40,442 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.4% | 36,629 | $3.5M |
| PAX Financial Group, LLC | 0.62% | Add +7.6% | 33,518 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -21.8% | 33,465 | $3.2M |
| Greatmark Investment Partners, Inc. | 0.46% | Reduce -1.4% | 33,371 | $3.2M |
| Clear Creek Financial Management, LLC | 0.37% | Reduce -1.0% | 31,824 | $3.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -49.3% | 30,767 | $2.9M |
| IFP Advisors, Inc | 0.11% | Reduce -3.6% | 29,311 | $2.8M |
| Stifel Financial Corp. | 0.00% | Reduce -12.2% | 29,171 | $2.8M |
| Sage Rhino Capital LLC | 0.65% | Add +1.1% | 28,877 | $2.7M |
| Brown Advisory Inc. | 0.00% | Add +26.0% | 27,412 | $2.6M |
| Essex Financial Services, Inc. | 0.19% | Add +42.6% | 27,202 | $2.6M |
| Patten & Patten Inc. | 0.17% | Reduce -0.9% | 26,031 | $2.5M |
| Mgo One Seven LLC | 0.12% | Reduce -41.5% | 25,998 | $2.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 24,951 | $2.4M |
| CreativeOne Wealth, LLC | 0.11% | Reduce -26.2% | 23,327 | $2.2M |
| PFG Advisors | 0.14% | Add +27.8% | 21,205 | $2.0M |
| Avestar Capital, LLC | 0.22% | Reduce -4.0% | 21,030 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +8.3% | 19,666 | $1.9M |
| RFG Advisory, LLC | 0.06% | Add +10.8% | 18,658 | $1.8M |
| Planning Capital Management Corp | 1.19% | Reduce -23.7% | 17,864 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Add +22.3% | 17,436 | $1.7M |
| Brookstone Capital Management | 0.02% | New | 15,082 | $1.4M |
| Cetera Investment Advisers | 0.00% | Reduce -22.3% | 15,078 | $1.4M |
| Proficio Capital Partners LLC | 0.15% | Reduce -7.7% | 14,621 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +4.9% | 14,038 | $1.3M |
| GeoWealth Management, LLC | 0.06% | Add +3.5% | 14,013 | $1.3M |
| Syverson Strege & Co | 0.44% | Reduce -62.3% | 13,599 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -11.9% | 12,741 | $1.2M |
| Compass Financial Group, Inc. | 0.60% | Add +5.0% | 12,708 | $1.2M |
| Delta Financial Group, Inc. | 0.47% | No change | 11,900 | $1.1M |
| Family Investment Center, Inc. | 0.32% | Reduce -40.5% | 11,270 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +699.6% | 11,043 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -3.2% | 10,766 | $1.0M |
| Williams & Novak, LLC | 0.95% | Reduce -34.3% | 10,738 | $1.0M |
| Procyon Advisors, LLC | 0.07% | Reduce -69.4% | 10,489 | $993K |
| WBH Advisory Inc. | 0.10% | Reduce -0.7% | 10,261 | $971K |
| Farther Finance Advisors, LLC | 0.05% | Add +196.1% | 10,073 | $951K |
| NWF Advisory Services Inc. | 0.15% | Add +0.6% | 9,942 | $941K |
| Legacy Capital Wealth Partners, LLC | 0.23% | New | 9,515 | $901K |
| Prospera Financial Services Inc | 0.02% | Reduce -8.4% | 9,084 | $861K |
| Smart Portfolios, LLC | 0.84% | Reduce -63.0% | 8,831 | $836K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Add +4.5% | 8,763 | $830K |
| Mercer Global Advisors Inc. | 0.00% | Add +7.8% | 8,597 | $814K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 7,990 | $756K |
| Comerica Bank | 0.00% | Add +63.0% | 7,934 | $751K |
| Geller Advisors LLC | 0.05% | Add +9.4% | 7,771 | $736K |
| Citigroup Inc. | 0.00% | Add +27.7% | 7,696 | $729K |
| CGC Financial Services, LLC | 0.31% | Add +6.7% | 7,499 | $710K |
| Caldwell Sutter Capital, Inc. | 0.34% | Add +2.4% | 7,160 | $678K |
| Fernwood Investment Management, LLC | 0.21% | No change | 7,000 | $663K |
| Econ Financial Services Corp | 0.39% | Add +2.9% | 6,629 | $628K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.2% | 6,459 | $611K |
| Mayfair Advisory Group, LLC | 0.41% | Reduce -22.6% | 6,331 | $601K |
| Stephens Inc. | 0.01% | No change | 6,125 | $580K |
| MML Investors Services, LLC | 0.00% | Reduce -6.1% | 5,889 | $558K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.7% | 5,372 | $509K |
| Flow Traders U.S. LLC | 0.02% | Reduce -16.9% | 5,197 | $492K |
| Triton Financial Group Inc | 0.33% | No change | 4,938 | $467K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -9.2% | 4,853 | $459K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,767 | $451K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +15.5% | 4,683 | $443K |
| American Institute for Advanced Investment Management, LLP | 0.34% | Reduce -3.3% | 4,648 | $440K |
| Independent Financial Group, LLC | 0.02% | Reduce -77.0% | 4,228 | $400K |
| Skyline Advisors, Inc. | 0.17% | Add +11.2% | 4,135 | $391K |
| Milestone Asset Management, LLC | 0.09% | New | 3,988 | $378K |
| Heritage Trust Co | 0.05% | No change | 3,958 | $375K |
| Sanctuary Advisors, LLC | 0.00% | — | 3,818 | $360K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -32.9% | 3,778 | $358K |
| Means Investment Co., Inc. | 0.04% | Reduce -3.2% | 3,700 | $350K |
| Anfield Capital Management, LLC | 0.17% | Reduce -3.6% | 3,693 | $350K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.4% | 3,501 | $331K |
| Ausdal Financial Partners, Inc. | 0.04% | New | 3,480 | $329K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -0.6% | 3,286 | $311K |
| Axxcess Wealth Management, LLC | 0.01% | Add +5.2% | 3,158 | $299K |
| Capital Asset Advisory Services LLC | 0.02% | Add +5.8% | 3,154 | $298K |
| Aviance Capital Partners, LLC | 0.04% | Add +8.9% | 3,073 | $291K |
| Diversified Trust Co. | 0.01% | Add +1.2% | 3,034 | $287K |
| Cedar Wealth Management, LLC | 0.09% | No change | 3,032 | $287K |
| Raymond James & Associates | 0.00% | Reduce -26.7% | 3,004 | $284K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -6.6% | 2,841 | $269K |
| Interchange Capital Partners, LLC | 0.10% | New | 2,750 | $260K |
| IPG Investment Advisors LLC | 0.06% | No change | 2,743 | $260K |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.07% | Reduce -98.7% | 2,666 | $252K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -22.6% | 2,614 | $248K |
| Valley Financial Group, Inc. | 0.18% | Reduce -1.3% | 2,562 | $243K |
| Hubbell Strickland Wealth Management, LLC | 0.12% | Reduce -0.6% | 2,424 | $230K |
| Wealthspire Retirement, LLC | 0.02% | No change | 2,395 | $227K |
| Clear Investment Research, LLC | 0.29% | Reduce -0.2% | 2,354 | $223K |
| Curi Capital, LLC | 0.01% | Reduce -4.0% | 2,255 | $214K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.3% | 2,231 | $211K |
| Security Financial Services, INC. | 0.05% | New | 2,222 | $210K |
| Chapin Davis, Inc. | 0.07% | No change | 2,201 | $208K |
| City Center Advisors, LLC | 0.24% | No change | 2,148 | $204K |
| Carr Financial Group Corp | 0.06% | Reduce -20.9% | 2,145 | $203K |
| FinTrust Capital Advisors, LLC | 0.03% | Reduce -34.5% | 2,010 | $190K |
| Financial Gravity Asset Management, Inc. | 0.04% | Reduce -28.3% | 1,566 | $148K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.3% | 1,425 | $135K |
| Avior Wealth Management, LLC | 0.00% | No change | 1,206 | $114K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -61.7% | 1,132 | $107K |
| Private Trust Co. NA | 0.01% | No change | 1,126 | $107K |
| Assetmark, Inc. | 0.00% | Reduce -62.7% | 1,091 | $103K |
| Community Bank, N.A. | 0.01% | No change | 1,000 | $95K |
| Financial Management Professionals, Inc. | 0.01% | No change | 811 | $77K |
| Parallel Advisors, LLC | 0.00% | No change | 719 | $68K |
| Principal Securities, Inc. | 0.00% | No change | 579 | $55K |
| Bank of Montreal | 0.00% | No change | 547 | $52K |
| Opal Wealth Advisors, LLC | 0.01% | New | 401 | $38K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 300 | $28K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 274 | $26K |
| Continuum Advisory, LLC | 0.00% | No change | 262 | $25K |
| National Bank of Canada | 0.00% | Reduce -97.0% | 170 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 142 | $13K |
| Signaturefd, LLC | 0.00% | No change | 105 | $10K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +1.4% | 75 | $7K |
| Allianz Asset Management GmbH | 0.00% | No change | 67 | $6K |
| NorthRock Partners, LLC | 0.00% | Add +1.9% | 54 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 25 | $2K |
| Capital Analysts, LLC | 0.00% | No change | 9 | $1K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -89.0% | 8 | $757 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 8 | $757 |
| Financial Network Wealth Advisors LLC | 0.00% | New | 1 | $95 |
| FMR LLC | 0.00% | New | 1 | $95 |
| Wagner Wealth Management, LLC | 0.00% | New | 1 | $87 |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.