PIMCO Enhanced Low DurationLDURETF
13F holders, Q1 2025 (March 31)158holders
24new positions
19sold out
2famous investors
$95.98avg. 13F price*
At the end of Q1 2025, 158 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings, unchanged from Q4 2024. 24 opened new positions and 19 sold out. The largest holders were Cwm, LLC ($92.8M), TD Capital Management LLC ($41.1M) and Advocacy Wealth Management, LLC ($39.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $17.9M |
| Exits | 19 | $17.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,007,849 shares bought and 910,770 shares sold, net +97,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| Cwm, LLC | 0.37% | Add +1.9% | 966,930 | $92.8M |
| TD Capital Management LLC | 4.16% | Add +2.3% | 428,021 | $41.1M |
| Advocacy Wealth Management, LLC | 2.68% | Reduce -50.0% | 409,688 | $39.3M |
| LPL Financial LLC | 0.01% | Add +47.1% | 378,586 | $36.3M |
| Bank of America Corp. | 0.00% | Reduce -3.1% | 348,615 | $33.5M |
| Morgan Stanley | 0.00% | Add +7.8% | 330,889 | $31.8M |
| Wells Fargo & Company | 0.01% | Add +160.3% | 293,010 | $28.1M |
| Kelly Financial Group LLC | 7.45% | Add +18.3% | 248,400 | $23.8M |
| JPMorgan Chase & Co. | 0.00% | Add +21.6% | 241,234 | $23.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +17.2% | 212,722 | $20.4M |
| O'Connor Financial Group LLC | 10.33% | Add +2.4% | 207,019 | $19.9M |
| UBS Group AG | 0.00% | Add +8.0% | 194,527 | $18.7M |
| OneDigital Investment Advisors LLC | 0.17% | Reduce -6.3% | 147,057 | $14.1M |
| HighTower Advisors, LLC | 0.02% | Reduce -43.2% | 127,166 | $12.2M |
| Access Financial Services, Inc. | 4.80% | Add +15.1% | 124,232 | $11.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +171.4% | 110,886 | $10.6M |
| Royal Bank of Canada | 0.00% | Reduce -0.9% | 107,558 | $10.3M |
| Dynamic Advisor Solutions LLC | 0.31% | Add +1.3% | 97,199 | $9.3M |
| First National Corp. /Ma/ | 1.88% | Add +10.5% | 88,696 | $8.5M |
| Citadel Advisors | 0.01% | Add +832.1% | 84,369 | $8.1M |
| Howland Capital Management LLC | 0.33% | Reduce -1.2% | 77,040 | $7.4M |
| Astor Investment Management LLC | 3.77% | New | 73,899 | $7.1M |
| Beckerman Institutional, LLC | 4.44% | Add +3.9% | 63,841 | $6.1M |
| Jane Street Group, LLC | 0.01% | Add +730.2% | 49,652 | $4.8M |
| CarsonAllaria Wealth Management, Ltd. | 2.71% | Add +6.7% | 48,823 | $4.7M |
| Valley National Advisers Inc. | 0.81% | Add +8.6% | 46,527 | $4.5M |
| Essex Financial Services, Inc. | 0.30% | Add +30.3% | 43,755 | $4.2M |
| Signet Financial Management, LLC | 0.56% | Reduce -7.7% | 43,059 | $4.1M |
| SkyOak Wealth, LLC | 0.89% | Add +13.9% | 42,510 | $4.1M |
| Mariner, LLC | 0.01% | Add +54.6% | 41,059 | $3.9M |
| AIFG Consultants Ltd. | 6.47% | Reduce -3.9% | 40,929 | $3.9M |
| Treasure Coast Financial Planning | 2.42% | Reduce -0.6% | 40,688 | $3.9M |
| Brown Advisory Inc. | 0.01% | Add +16.0% | 39,427 | $3.8M |
| IFP Advisors, Inc | 0.09% | Add +2.1% | 31,187 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -1.5% | 31,040 | $3.0M |
| Sage Rhino Capital LLC | 0.64% | Add +0.8% | 28,731 | $2.8M |
| Clear Creek Financial Management, LLC | 0.28% | Reduce -6.3% | 28,447 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Add +31.6% | 28,190 | $2.7M |
| RFG Advisory, LLC | 0.07% | Add +6.8% | 27,467 | $2.6M |
| Barnes Wealth Management Group, Inc | 1.64% | Add +7.3% | 26,701 | $2.6M |
| Atria Investments, Inc | 0.03% | New | 25,670 | $2.5M |
| PFG Advisors | 0.14% | Add +5.4% | 25,625 | $2.5M |
| PAX Financial Group, LLC | 0.42% | Add +1.2% | 24,500 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -78.5% | 24,478 | $2.3M |
| Austin Private Wealth, LLC | 0.21% | Reduce -57.8% | 24,198 | $2.3M |
| Mgo One Seven LLC | 0.09% | Reduce -8.1% | 24,109 | $2.3M |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 24,061 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.2% | 23,847 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.3% | 23,041 | $2.2M |
| Patten & Patten Inc. | 0.14% | Reduce -6.8% | 21,651 | $2.1M |
| 49 Wealth Management, LLC | 0.24% | Reduce -39.2% | 20,838 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.5% | 20,325 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +786.8% | 20,289 | $1.9M |
| Greatmark Investment Partners, Inc. | 0.25% | Reduce -15.9% | 19,317 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 18,028 | $1.7M |
| CreativeOne Wealth, LLC | 0.05% | Add +26.5% | 17,354 | $1.7M |
| Legacy Capital Group California, Inc. | 0.58% | New | 17,242 | $1.7M |
| Avestar Capital, LLC | 0.15% | Reduce -5.8% | 16,755 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +17.4% | 15,852 | $1.5M |
| Corient Private Wealth LP | 0.00% | Add +93.3% | 15,301 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -26.9% | 14,912 | $1.4M |
| Family Investment Center, Inc. | 0.34% | Add +5.3% | 14,329 | $1.4M |
| Cetera Investment Advisers | 0.00% | Add +21.3% | 14,105 | $1.4M |
| Legacy Capital Wealth Partners, LLC | 0.33% | Add +46.8% | 14,003 | $1.3M |
| Waverly Advisors, LLC | 0.02% | Add +0.2% | 13,476 | $1.3M |
| Compass Financial Group, Inc. | 0.66% | Reduce -0.2% | 13,441 | $1.3M |
| Syverson Strege & Co | 0.39% | Add +3.5% | 12,675 | $1.2M |
| Midwest Financial Network, LLC | 1.16% | Reduce -0.9% | 12,152 | $1.2M |
| Flow Traders U.S. LLC | 0.05% | New | 11,875 | $1.1M |
| Farther Finance Advisors, LLC | 0.03% | Add +29.1% | 11,919 | $1.1M |
| Krilogy Financial LLC | 0.07% | Add +2.9% | 11,428 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Add +77.4% | 11,417 | $1.1M |
| CW Advisors, LLC | 0.01% | New | 10,558 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.4% | 9,657 | $927K |
| Win Advisors, Inc. | 0.45% | New | 9,093 | $873K |
| Aviance Capital Partners, LLC | 0.12% | Add +51.1% | 9,073 | $871K |
| Prospera Financial Services Inc | 0.02% | Reduce -5.9% | 8,685 | $834K |
| AE Wealth Management LLC | 0.01% | Add +47.8% | 8,578 | $823K |
| BankPlus Wealth Management LLC | 0.60% | Add +2.6% | 8,527 | $818K |
| Procyon Advisors, LLC | 0.05% | Reduce -14.8% | 8,354 | $802K |
| Smart Portfolios, LLC | 0.86% | Reduce -4.2% | 8,258 | $793K |
| Keyvantage Wealth, LLC | 0.38% | Reduce -70.2% | 8,226 | $790K |
| Comerica Bank | 0.00% | Add +0.5% | 7,986 | $766K |
| Caldwell Sutter Capital, Inc. | 0.36% | Add +1.1% | 7,822 | $751K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +1.4% | 7,750 | $744K |
| NWF Advisory Services Inc. | 0.10% | Add +14.3% | 7,553 | $725K |
| Mayfair Advisory Group, LLC | 0.41% | Add +0.7% | 7,451 | $715K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.8% | 6,568 | $630K |
| Advisory Services Network, LLC | 0.01% | Add +17.6% | 6,372 | $612K |
| Stephens Inc. | 0.01% | Add +2.5% | 6,277 | $602K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Add +2.0% | 6,223 | $597K |
| Axxcess Wealth Management, LLC | 0.02% | Add +76.5% | 5,927 | $569K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.1% | 5,175 | $497K |
| Capital Advisors, Ltd. LLC | 0.06% | Add +0.3% | 5,042 | $484K |
| Ameriflex Group, Inc. | 0.19% | Reduce -19.4% | 4,899 | $470K |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -2.1% | 4,888 | $469K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 4,796 | $460K |
| Accredited Wealth Management, LLC | 0.38% | Add +6.5% | 4,718 | $453K |
| OneAscent Financial Services LLC | 0.03% | Reduce -51.6% | 4,518 | $434K |
| American Institute for Advanced Investment Management, LLP | 0.32% | Add +11.3% | 4,423 | $425K |
| Proficio Capital Partners LLC | 0.03% | Reduce -49.0% | 4,370 | $419K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,023 | $386K |
| Financial Advocates Investment Management | 0.03% | New | 4,000 | $384K |
| Heritage Trust Co | 0.05% | No change | 3,958 | $380K |
| Means Investment Co., Inc. | 0.04% | Add +1.0% | 3,814 | $366K |
| Sanctuary Advisors, LLC | 0.00% | Add +16.6% | 3,808 | $365K |
| DAVENPORT & Co LLC | 0.00% | Add +68.4% | 3,715 | $357K |
| Anfield Capital Management, LLC | 0.13% | No change | 3,693 | $354K |
| Skyline Advisors, Inc. | 0.14% | Reduce -0.1% | 3,571 | $343K |
| Capital Asset Advisory Services LLC | 0.02% | Add +4.1% | 3,507 | $335K |
| Curi Capital, LLC | 0.01% | Add +31.9% | 3,394 | $326K |
| MML Investors Services, LLC | 0.00% | Reduce -41.9% | 3,367 | $323K |
| CGC Financial Services, LLC | 0.12% | Reduce -9.2% | 3,165 | $304K |
| WBH Advisory Inc. | 0.03% | Reduce -16.1% | 3,158 | $303K |
| Diversified Trust Co. | 0.01% | Add +1.2% | 3,145 | $302K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 2,841 | $271K |
| AQR Capital Management | 0.00% | Reduce -0.4% | 2,769 | $266K |
| IPG Investment Advisors LLC | 0.06% | No change | 2,743 | $263K |
| Watts Gwilliam & Co., LLC | 0.06% | Reduce -9.0% | 2,669 | $256K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 2,584 | $248K |
| Tobias Financial Advisors, Inc. | 0.05% | Reduce -0.8% | 2,566 | $246K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -27.3% | 2,557 | $245K |
| Bank of New York Mellon Corp | 0.00% | New | 2,411 | $231K |
| Cedar Wealth Management, LLC | 0.08% | Reduce -21.8% | 2,370 | $227K |
| Fourpath Capital Management, LLC | 0.04% | New | 2,219 | $213K |
| Clear Investment Research, LLC | 0.28% | Reduce -0.1% | 2,164 | $208K |
| Citigroup Inc. | 0.00% | No change | 2,135 | $205K |
| Geneos Wealth Management Inc. | 0.01% | Add +10.0% | 1,856 | $178K |
| EverSource Wealth Advisors, LLC | 0.01% | New | 1,753 | $168K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 1,636 | $157K |
| Raleigh Capital Management Inc. | 0.07% | New | 1,574 | $151K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 965 | $93K |
| Assetmark, Inc. | 0.00% | Add +25.3% | 927 | $89K |
| Jones Financial Companies LLLP | 0.00% | Add +1.1% | 853 | $82K |
| Financial Management Professionals, Inc. | 0.01% | No change | 811 | $78K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.0% | 604 | $58K |
| Bank of Montreal | 0.00% | No change | 462 | $44K |
| Opal Wealth Advisors, LLC | 0.01% | New | 324 | $31K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 300 | $29K |
| Key Financial Inc | 0.01% | No change | 297 | $29K |
| Continuum Advisory, LLC | 0.00% | No change | 262 | $25K |
| Morris Financial Concepts, Inc. | 0.01% | New | 260 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 229 | $22K |
| Burkett Financial Services, LLC | 0.01% | New | 208 | $20K |
| Synergy Investment Management, LLC | 0.01% | No change | 199 | $19K |
| Hanson & Doremus Investment Management | 0.00% | New | 190 | $18K |
| Arax Advisory Partners | 0.00% | New | 148 | $14K |
| SYM FINANCIAL Corp | 0.00% | New | 82 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 80 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 75 | $7K |
| Allianz Asset Management GmbH | 0.00% | Add +7.1% | 60 | $6K |
| NorthRock Partners, LLC | 0.00% | Reduce -70.1% | 55 | $5K |
| Caldwell Trust Co | 0.00% | No change | 54 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 35 | $3K |
| MAI Capital Management | 0.00% | Reduce -93.5% | 23 | $2K |
| AdvisorNet Financial, Inc | 0.00% | No change | 8 | $768 |
| Allworth Financial LP | 0.00% | New | 5 | $434 |
| Wagner Wealth Management, LLC | 0.00% | No change | 1 | $92 |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.