PIMCO Enhanced Low DurationLDURETF
13F holders, Q4 2024 (December 31)158holders +9
14new positions
14sold out
2famous investors
$95.01avg. 13F price*
At the end of Q4 2024, 158 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings, up 9 from Q3 2024. 14 opened new positions and 14 sold out. The largest holders were Cwm, LLC ($90.1M), Advocacy Wealth Management, LLC ($77.8M) and TD Capital Management LLC ($39.7M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $31.5M |
| Exits | 14 | $7.1M |
All 13F filers, Q3 2024 → Q4 2024: 610,849 shares bought and 381,524 shares sold, net +229,325 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Cwm, LLC | 0.37% | Reduce -3.0% | 948,752 | $90.1M |
| Advocacy Wealth Management, LLC | 5.91% | Add +0.9% | 818,639 | $77.8M |
| TD Capital Management LLC | 4.04% | Reduce -7.2% | 418,266 | $39.7M |
| Bank of America Corp. | 0.00% | Reduce -0.8% | 359,682 | $34.2M |
| Morgan Stanley | 0.00% | Reduce -8.6% | 306,900 | $29.2M |
| LPL Financial LLC | 0.01% | Add +19.6% | 257,318 | $24.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -0.2% | 223,948 | $21.3M |
| Kelly Financial Group LLC | 7.12% | — | 210,048 | $20.0M |
| O'Connor Financial Group LLC | 10.03% | Add +3.1% | 202,151 | $19.2M |
| JPMorgan Chase & Co. | 0.00% | Add +362.3% | 198,312 | $18.8M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | New | 181,497 | $17.2M |
| UBS Group AG | 0.00% | Add +0.9% | 180,110 | $17.1M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -2.7% | 156,980 | $14.9M |
| Integrated Wealth Concepts LLC | 0.13% | Add +7.5% | 113,809 | $10.8M |
| Wells Fargo & Company | 0.00% | Add +2.6% | 112,582 | $10.7M |
| Royal Bank of Canada | 0.00% | Reduce -24.9% | 108,495 | $10.3M |
| Access Financial Services, Inc. | 4.57% | Reduce -6.8% | 107,902 | $10.2M |
| Dynamic Advisor Solutions LLC | 0.39% | Add +0.6% | 95,978 | $9.1M |
| Vickerman Investment Advisors, Inc. | 2.27% | Reduce -13.3% | 88,028 | $8.4M |
| First National Corp. /Ma/ | 1.73% | Add +39.3% | 80,299 | $7.6M |
| Howland Capital Management LLC | 0.33% | Reduce -2.6% | 77,951 | $7.4M |
| Independent Advisor Alliance | 0.09% | New | 70,110 | $6.7M |
| Beckerman Institutional, LLC | 4.68% | Add +5.0% | 61,475 | $5.8M |
| Austin Private Wealth, LLC | 0.51% | Reduce -10.0% | 57,364 | $5.4M |
| Signet Financial Management, LLC | 0.57% | Add +4.9% | 46,663 | $4.4M |
| CarsonAllaria Wealth Management, Ltd. | 2.49% | Add +6.8% | 45,766 | $4.3M |
| Valley National Advisers Inc. | 0.73% | Reduce -0.9% | 42,828 | $4.1M |
| AIFG Consultants Ltd. | 6.60% | New | 42,567 | $4.0M |
| Treasure Coast Financial Planning | 2.56% | Reduce -12.5% | 40,921 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.2% | 40,861 | $3.9M |
| SkyOak Wealth, LLC | 0.76% | Reduce -13.1% | 37,315 | $3.5M |
| 49 Wealth Management, LLC | 0.46% | Reduce -14.3% | 34,250 | $3.3M |
| Brown Advisory Inc. | 0.00% | Add +6.2% | 33,989 | $3.2M |
| Essex Financial Services, Inc. | 0.23% | Add +10.1% | 33,589 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -4.0% | 31,506 | $3.0M |
| IFP Advisors, Inc | 0.10% | Reduce -0.7% | 30,554 | $2.9M |
| Clear Creek Financial Management, LLC | 0.31% | Reduce -4.6% | 30,375 | $2.9M |
| Sage Rhino Capital LLC | 0.59% | Reduce -1.4% | 28,515 | $2.7M |
| Keyvantage Wealth, LLC | 1.88% | — | 27,616 | $2.6M |
| Mariner, LLC | 0.00% | Add +1.2% | 26,563 | $2.5M |
| Mgo One Seven LLC | 0.10% | Add +10.5% | 26,224 | $2.5M |
| RFG Advisory, LLC | 0.07% | Add +4.3% | 25,720 | $2.4M |
| Barnes Wealth Management Group, Inc | 1.58% | — | 24,882 | $2.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -24.9% | 24,590 | $2.3M |
| PFG Advisors | 0.14% | Add +3.3% | 24,302 | $2.3M |
| PAX Financial Group, LLC | 0.41% | Reduce -4.4% | 24,199 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.6% | 23,903 | $2.3M |
| Patten & Patten Inc. | 0.15% | Reduce -10.8% | 23,227 | $2.2M |
| Raymond James Financial Inc. | 0.00% | — | 23,076 | $2.2M |
| Greatmark Investment Partners, Inc. | 0.30% | Reduce -2.9% | 22,967 | $2.2M |
| Osaic Holdings, Inc. | 0.00% | Add +7.5% | 21,419 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Add +2.9% | 20,424 | $1.9M |
| Stifel Financial Corp. | 0.00% | Reduce -20.7% | 20,402 | $1.9M |
| Avestar Capital, LLC | 0.15% | Reduce -8.3% | 17,787 | $1.7M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -11.0% | 13,720 | $1.3M |
| Family Investment Center, Inc. | 0.33% | Add +20.6% | 13,601 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.2% | 13,506 | $1.3M |
| Compass Financial Group, Inc. | 0.61% | Add +1.0% | 13,474 | $1.3M |
| Waverly Advisors, LLC | 0.02% | New | 13,449 | $1.3M |
| Midwest Financial Network, LLC | 1.21% | — | 12,264 | $1.2M |
| Syverson Strege & Co | 0.39% | Reduce -1.9% | 12,250 | $1.2M |
| Cetera Investment Advisers | 0.00% | Reduce -17.6% | 11,624 | $1.1M |
| Krilogy Financial LLC | 0.07% | Reduce -1.9% | 11,110 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +21.6% | 9,897 | $940K |
| Procyon Advisors, LLC | 0.06% | Reduce -0.0% | 9,809 | $932K |
| Legacy Capital Wealth Partners, LLC | 0.22% | Add +0.1% | 9,539 | $906K |
| OneAscent Financial Services LLC | 0.08% | New | 9,345 | $891K |
| Prospera Financial Services Inc | 0.02% | Add +0.5% | 9,227 | $878K |
| Farther Finance Advisors, LLC | 0.03% | Add +9.3% | 9,231 | $877K |
| Citadel Advisors | 0.00% | Reduce -59.0% | 9,051 | $860K |
| Smart Portfolios, LLC | 0.86% | Reduce -1.2% | 8,617 | $819K |
| Proficio Capital Partners LLC | 0.07% | Reduce -77.8% | 8,565 | $814K |
| Geller Advisors LLC | 0.05% | Add +9.0% | 8,403 | $801K |
| Riggs Capital Management LLC | 0.79% | — | 8,433 | $801K |
| BankPlus Wealth Management LLC | 0.59% | — | 8,307 | $789K |
| Comerica Bank | 0.00% | Reduce -0.4% | 7,946 | $755K |
| Corient Private Wealth LP | 0.00% | Reduce -4.7% | 7,917 | $752K |
| Caldwell Sutter Capital, Inc. | 0.34% | Add +5.5% | 7,740 | $735K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +10.9% | 7,641 | $726K |
| Mayfair Advisory Group, LLC | 0.41% | Add +9.6% | 7,396 | $703K |
| Fernwood Investment Management, LLC | 0.23% | No change | 7,000 | $665K |
| NWF Advisory Services Inc. | 0.09% | Reduce -31.1% | 6,607 | $630K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -15.8% | 6,622 | $629K |
| GeoWealth Management, LLC | 0.02% | Add +68.2% | 6,435 | $611K |
| Stephens Inc. | 0.01% | No change | 6,125 | $582K |
| Ameriflex Group, Inc. | 0.27% | — | 6,080 | $581K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -28.5% | 6,101 | $580K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.9% | 6,023 | $572K |
| Aviance Capital Partners, LLC | 0.08% | Add +2.7% | 6,003 | $570K |
| Jane Street Group, LLC | 0.00% | Reduce -22.4% | 5,981 | $568K |
| AE Wealth Management LLC | 0.00% | New | 5,805 | $551K |
| MML Investors Services, LLC | 0.00% | Add +9.5% | 5,792 | $550K |
| Advisory Services Network, LLC | 0.01% | Reduce -49.7% | 5,417 | $515K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +0.3% | 5,027 | $478K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +16.1% | 4,992 | $474K |
| Triton Financial Group Inc | 0.29% | No change | 4,938 | $469K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 4,786 | $455K |
| Accredited Wealth Management, LLC | 0.37% | — | 4,430 | $422K |
| Milestone Asset Management, LLC | 0.08% | Reduce -1.5% | 3,973 | $377K |
| American Institute for Advanced Investment Management, LLP | 0.28% | Reduce -11.7% | 3,973 | $377K |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.