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 |
| Heritage Trust Co | 0.04% | — | 3,958 | $376K |
| Means Investment Co., Inc. | 0.04% | Add +1.0% | 3,776 | $359K |
| WBH Advisory Inc. | 0.03% | Reduce -39.9% | 3,762 | $357K |
| Anfield Capital Management, LLC | 0.13% | No change | 3,693 | $351K |
| Skyline Advisors, Inc. | 0.13% | Reduce -13.5% | 3,576 | $340K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -33.2% | 3,517 | $334K |
| CGC Financial Services, LLC | 0.13% | Reduce -56.7% | 3,487 | $331K |
| Capital Asset Advisory Services LLC | 0.02% | Add +7.2% | 3,370 | $321K |
| Axxcess Wealth Management, LLC | 0.01% | Add +8.2% | 3,358 | $319K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -15.8% | 3,266 | $312K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 3,202 | $304K |
| Diversified Trust Co. | 0.01% | Add +1.2% | 3,108 | $295K |
| Cedar Wealth Management, LLC | 0.10% | No change | 3,032 | $288K |
| Watts Gwilliam & Co., LLC | 0.06% | Reduce -38.6% | 2,932 | $278K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 2,841 | $271K |
| AQR Capital Management | 0.00% | New | 2,780 | $264K |
| IPG Investment Advisors LLC | 0.06% | No change | 2,743 | $262K |
| Choreo, LLC | 0.00% | New | 2,691 | $257K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -10.9% | 2,690 | $256K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -1.9% | 2,588 | $246K |
| Curi Capital, LLC | 0.01% | Reduce -0.2% | 2,573 | $244K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | Add +0.7% | 2,331 | $221K |
| NorthCoast Asset Management LLC | 0.00% | New | 2,288 | $217K |
| Williams & Novak, LLC | 0.21% | Reduce -29.2% | 2,268 | $215K |
| Chapin Davis, Inc. | 0.07% | No change | 2,201 | $211K |
| Valley Financial Group, Inc. | 0.15% | Reduce -13.4% | 2,218 | $211K |
| DAVENPORT & Co LLC | 0.00% | Reduce -88.9% | 2,206 | $210K |
| Clear Investment Research, LLC | 0.26% | Reduce -0.8% | 2,165 | $206K |
| Citigroup Inc. | 0.00% | Reduce -72.0% | 2,135 | $203K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -51.8% | 1,687 | $160K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,635 | $155K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 1,421 | $135K |
| Community Bank, N.A. | 0.01% | No change | 1,000 | $95K |
| Financial Gravity Companies, Inc. | 0.02% | No change | 965 | $92K |
| Avior Wealth Management, LLC | 0.00% | No change | 951 | $90K |
| Jones Financial Companies LLLP | 0.00% | New | 844 | $80K |
| Financial Management Professionals, Inc. | 0.01% | No change | 811 | $77K |
| Assetmark, Inc. | 0.00% | Reduce -13.3% | 740 | $70K |
| Parallel Advisors, LLC | 0.00% | No change | 719 | $68K |
| Bank of Montreal | 0.00% | Reduce -52.0% | 462 | $44K |
| MAI Capital Management | 0.00% | New | 355 | $34K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -43.4% | 345 | $33K |
| Global Retirement Partners, LLC | 0.00% | No change | 328 | $31K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 300 | $28K |
| Key Financial Inc | 0.01% | No change | 297 | $28K |
| Continuum Advisory, LLC | 0.00% | No change | 262 | $25K |
| Synergy Investment Management, LLC | 0.01% | — | 199 | $19K |
| NorthRock Partners, LLC | 0.00% | Add +1.1% | 184 | $18K |
| Transce3nd, LLC | 0.00% | — | 98 | $9K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 80 | $8K |
| ORG Partners LLC | 0.00% | New | 64 | $6K |
| Allianz Asset Management GmbH | 0.00% | Reduce -5.1% | 56 | $5K |
| Caldwell Trust Co | 0.00% | New | 54 | $5K |
| FLP Wealth Management, LLC | 0.01% | — | 38 | $4K |
| 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% | No change | 8 | $760 |
| Wagner Wealth Management, LLC | 0.00% | No change | 1 | $90 |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.