PIMCO Enhanced Low DurationLDURETF
13F holders, Q3 2024 (September 30)149holders −4
12new positions
17sold out
1famous investor
$95.95avg. 13F price*
At the end of Q3 2024, 149 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings, down 4 from Q2 2024. 12 opened new positions and 17 sold out. The largest holders were Cwm, LLC ($93.8M), Advocacy Wealth Management, LLC ($77.8M) and TD Capital Management LLC ($43.3M). One famous investor held it 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $9.3M |
| Exits | 17 | $10.8M |
All 13F filers, Q2 2024 → Q3 2024: 279,541 shares bought and 488,813 shares sold, net −209,272 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 149 holders
| Cwm, LLC | 0.40% | Add +0.2% | 977,892 | $93.8M |
| Advocacy Wealth Management, LLC | 6.11% | Add +2.0% | 811,034 | $77.8M |
| TD Capital Management LLC | 4.33% | Add +3.3% | 450,768 | $43.3M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 362,766 | $34.8M |
| Morgan Stanley | 0.00% | Reduce -8.3% | 335,591 | $32.2M |
| HighTower Advisors, LLC | 0.03% | Add +3.1% | 224,477 | $21.5M |
| LPL Financial LLC | 0.01% | Add +1.3% | 215,237 | $20.7M |
| O'Connor Financial Group LLC | 9.88% | Add +5.9% | 196,010 | $18.8M |
| UBS Group AG | 0.00% | Reduce -11.1% | 178,471 | $17.1M |
| OneDigital Investment Advisors LLC | 0.18% | Add +8.4% | 161,388 | $15.5M |
| Royal Bank of Canada | 0.00% | Reduce -16.8% | 144,400 | $13.9M |
| Access Financial Services, Inc. | 5.10% | Reduce -7.7% | 115,766 | $11.1M |
| Wells Fargo & Company | 0.00% | Add +29.4% | 109,765 | $10.5M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -10.5% | 105,869 | $10.2M |
| Vickerman Investment Advisors, Inc. | 2.86% | Add +0.1% | 101,521 | $9.7M |
| Dynamic Advisor Solutions LLC | 0.27% | Reduce -4.6% | 95,454 | $9.2M |
| Howland Capital Management LLC | 0.33% | Reduce -4.8% | 80,013 | $7.7M |
| Austin Private Wealth, LLC | 0.60% | Reduce -1.0% | 63,733 | $6.1M |
| Beckerman Institutional, LLC | 4.73% | — | 58,576 | $5.6M |
| First National Corp. /Ma/ | 1.23% | Reduce -1.4% | 57,630 | $5.5M |
| Treasure Coast Financial Planning | 2.77% | Add +3.3% | 46,770 | $4.5M |
| Signet Financial Management, LLC | 0.54% | Add +10.0% | 44,499 | $4.3M |
| Valley National Advisers Inc. | 0.75% | Reduce -40.5% | 43,225 | $4.1M |
| SkyOak Wealth, LLC | 0.91% | Reduce -5.6% | 42,926 | $4.1M |
| JPMorgan Chase & Co. | 0.00% | Add +17.1% | 42,901 | $4.1M |
| CarsonAllaria Wealth Management, Ltd. | 2.36% | Add +5.5% | 42,856 | $4.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -7.5% | 41,774 | $4.0M |
| 49 Wealth Management, LLC | 0.62% | Reduce -30.4% | 39,957 | $3.8M |
| Proficio Capital Partners LLC | 0.37% | Add +163.5% | 38,521 | $3.7M |
| Captrust Financial Advisors | 0.01% | Reduce -2.0% | 32,808 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +31.2% | 32,734 | $3.1M |
| Brown Advisory Inc. | 0.00% | Add +16.7% | 31,996 | $3.1M |
| Clear Creek Financial Management, LLC | 0.35% | Add +0.1% | 31,854 | $3.1M |
| IFP Advisors, Inc | 0.11% | Add +5.0% | 30,783 | $3.0M |
| Essex Financial Services, Inc. | 0.21% | Add +12.2% | 30,521 | $2.9M |
| Sage Rhino Capital LLC | 0.61% | Add +0.1% | 28,914 | $2.8M |
| Trek Financial, LLC | 0.20% | New | 28,042 | $2.7M |
| Mariner, LLC | 0.00% | New | 26,244 | $2.5M |
| Patten & Patten Inc. | 0.17% | Add +0.0% | 26,035 | $2.5M |
| Stifel Financial Corp. | 0.00% | Reduce -11.8% | 25,726 | $2.5M |
| PAX Financial Group, LLC | 0.44% | Reduce -24.5% | 25,304 | $2.4M |
| RFG Advisory, LLC | 0.07% | Add +32.2% | 24,659 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +122.3% | 24,545 | $2.4M |
| Mgo One Seven LLC | 0.10% | Reduce -8.7% | 23,731 | $2.3M |
| Greatmark Investment Partners, Inc. | 0.31% | Reduce -29.1% | 23,653 | $2.3M |
| PFG Advisors | 0.14% | Add +11.0% | 23,535 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -49.5% | 22,062 | $2.1M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 19,989 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.2% | 19,929 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Add +13.9% | 19,864 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.9% | 19,849 | $1.9M |
| Avestar Capital, LLC | 0.20% | Reduce -7.8% | 19,392 | $1.9M |
| Planning Capital Management Corp | 1.09% | Reduce -4.0% | 17,148 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -34.0% | 15,408 | $1.5M |
| Cetera Investment Advisers | 0.00% | Reduce -6.5% | 14,101 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.0% | 13,483 | $1.3M |
| Compass Financial Group, Inc. | 0.59% | Add +5.0% | 13,346 | $1.3M |
| Syverson Strege & Co | 0.40% | Reduce -8.2% | 12,488 | $1.2M |
| Delta Financial Group, Inc. | 0.42% | Reduce -2.1% | 11,650 | $1.1M |
| Krilogy Financial LLC | 0.07% | New | 11,323 | $1.1M |
| Family Investment Center, Inc. | 0.27% | Add +0.1% | 11,280 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 10,766 | $1.0M |
| Procyon Advisors, LLC | 0.06% | Reduce -6.5% | 9,810 | $941K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.9% | 9,753 | $936K |
| NWF Advisory Services Inc. | 0.13% | Reduce -3.5% | 9,592 | $920K |
| Legacy Capital Wealth Partners, LLC | 0.18% | Add +0.1% | 9,527 | $914K |
| Prospera Financial Services Inc | 0.02% | Add +1.1% | 9,184 | $883K |
| Flow Traders U.S. LLC | 0.04% | Add +75.8% | 9,138 | $877K |
| Smart Portfolios, LLC | 0.85% | Reduce -1.2% | 8,722 | $837K |
| Halbert Hargrove Global Advisors, LLC | 0.05% | Reduce -2.6% | 8,537 | $819K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -16.2% | 8,443 | $810K |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 8,307 | $797K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.3% | 8,137 | $778K |
| CGC Financial Services, LLC | 0.31% | Add +7.3% | 8,049 | $772K |
| Comerica Bank | 0.00% | Add +0.5% | 7,976 | $765K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -38.3% | 7,862 | $754K |
| Geller Advisors LLC | 0.05% | Reduce -0.8% | 7,708 | $740K |
| Jane Street Group, LLC | 0.00% | Reduce -85.0% | 7,704 | $739K |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 7,613 | $731K |
| Caldwell Sutter Capital, Inc. | 0.33% | Add +2.5% | 7,338 | $704K |
| Fernwood Investment Management, LLC | 0.22% | No change | 7,000 | $672K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +6.7% | 6,891 | $661K |
| Mayfair Advisory Group, LLC | 0.41% | Add +6.6% | 6,751 | $643K |
| WBH Advisory Inc. | 0.06% | Reduce -39.0% | 6,254 | $600K |
| Stephens Inc. | 0.01% | No change | 6,125 | $588K |
| Aviance Capital Partners, LLC | 0.07% | Add +90.1% | 5,843 | $561K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.9% | 5,798 | $556K |
| MML Investors Services, LLC | 0.00% | Reduce -10.2% | 5,290 | $508K |
| Nottingham Advisors, Inc. | 0.06% | New | 5,267 | $505K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +7.0% | 5,012 | $481K |
| Triton Financial Group Inc | 0.30% | No change | 4,938 | $474K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 4,777 | $458K |
| Watts Gwilliam & Co., LLC | 0.10% | — | 4,773 | $455K |
| American Institute for Advanced Investment Management, LLP | 0.31% | Reduce -3.2% | 4,498 | $432K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +23.6% | 4,301 | $413K |
| Skyline Advisors, Inc. | 0.16% | Reduce -0.0% | 4,134 | $397K |
| Milestone Asset Management, LLC | 0.09% | Add +1.1% | 4,033 | $387K |
| Argent Financial Group, Inc. | 0.05% | — | 3,958 | $380K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.6% | 3,880 | $369K |
| GeoWealth Management, LLC | 0.01% | Reduce -72.7% | 3,826 | $367K |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.