PIMCO Enhanced Low DurationLDURETF
13F holders, Q2 2025 (June 30)160holders +2
14new positions
16sold out
1famous investor
$95.80avg. 13F price*
At the end of Q2 2025, 160 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings, up 2 from Q1 2025. 14 opened new positions and 16 sold out. The largest holders were Cwm, LLC ($83.1M), Wells Fargo & Company ($62.2M) and Advocacy Wealth Management, LLC ($42.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $6.5M |
| Exits | 16 | $20.0M |
All 13F filers, Q1 2025 → Q2 2025: 1,040,366 shares bought and 496,937 shares sold, net +543,429 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 160 holders
| Cwm, LLC | 0.29% | Reduce -10.3% | 867,095 | $83.1M |
| Wells Fargo & Company | 0.01% | Add +121.4% | 648,644 | $62.2M |
| Advocacy Wealth Management, LLC | 2.59% | Add +7.4% | 439,985 | $42.2M |
| TD Capital Management LLC | 3.95% | Add +2.1% | 437,042 | $41.9M |
| LPL Financial LLC | 0.01% | Add +6.4% | 402,662 | $38.6M |
| Bank of America Corp. | 0.00% | Add +3.3% | 360,068 | $34.5M |
| Morgan Stanley | 0.00% | Add +7.1% | 354,441 | $34.0M |
| JPMorgan Chase & Co. | 0.00% | Add +4.0% | 250,872 | $24.0M |
| Kelly Financial Group LLC | 6.93% | Add +0.6% | 249,893 | $23.9M |
| O'Connor Financial Group LLC | 9.06% | Add +4.2% | 215,648 | $20.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +92.5% | 213,441 | $20.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -1.7% | 209,141 | $19.9M |
| UBS Group AG | 0.00% | Add +0.7% | 195,891 | $18.8M |
| Astor Investment Management LLC | 9.59% | Add +150.6% | 185,159 | $17.7M |
| OneDigital Investment Advisors LLC | 0.18% | Add +16.0% | 170,588 | $16.3M |
| HighTower Advisors, LLC | 0.02% | Add +3.3% | 131,354 | $12.6M |
| Dynamic Advisor Solutions LLC | 0.29% | Add +1.0% | 98,192 | $9.4M |
| Royal Bank of Canada | 0.00% | Reduce -12.2% | 94,473 | $9.1M |
| First National Corp. /Ma/ | 1.81% | Add +5.7% | 93,703 | $9.0M |
| Howland Capital Management LLC | 0.30% | Add +1.2% | 77,974 | $7.5M |
| Beckerman Institutional, LLC | 4.16% | Add +2.5% | 65,433 | $6.3M |
| Atria Investments, Inc | 0.07% | Add +149.3% | 63,999 | $6.1M |
| Raymond James Financial Inc. | 0.00% | Add +138.4% | 57,353 | $5.5M |
| CarsonAllaria Wealth Management, Ltd. | 2.58% | Add +3.0% | 50,293 | $4.8M |
| Osaic Holdings, Inc. | 0.01% | Add +76.5% | 49,756 | $4.8M |
| Valley National Advisers Inc. | 0.75% | Add +2.9% | 47,877 | $4.6M |
| Legacy Capital Group California, Inc. | 1.26% | Add +174.3% | 47,302 | $4.5M |
| Essex Financial Services, Inc. | 0.28% | Add +1.4% | 44,380 | $4.3M |
| Signet Financial Management, LLC | 0.52% | Add +0.2% | 43,130 | $4.1M |
| SkyOak Wealth, LLC | 0.83% | Add +1.0% | 42,926 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +85.8% | 42,809 | $4.1M |
| AIFG Consultants Ltd. | 7.81% | Add +2.1% | 41,805 | $4.0M |
| Treasure Coast Financial Planning | 2.32% | Add +2.0% | 41,486 | $4.0M |
| Brown Advisory Inc. | 0.00% | Reduce -5.6% | 37,229 | $3.6M |
| IFP Advisors, Inc | 0.09% | Add +9.6% | 34,168 | $3.3M |
| Mgo One Seven LLC | 0.10% | Add +39.6% | 33,667 | $3.2M |
| Captrust Financial Advisors | 0.01% | Reduce -2.6% | 30,245 | $2.9M |
| RFG Advisory, LLC | 0.07% | Add +9.4% | 30,045 | $2.9M |
| Barnes Wealth Management Group, Inc | 1.53% | Add +1.5% | 27,111 | $2.6M |
| Clear Creek Financial Management, LLC | 0.24% | Reduce -6.5% | 26,607 | $2.5M |
| Citadel Advisors | 0.00% | Reduce -68.8% | 26,289 | $2.5M |
| PFG Advisors | 0.12% | Add +2.2% | 26,190 | $2.5M |
| Sage Rhino Capital LLC | 0.52% | Reduce -10.3% | 25,772 | $2.5M |
| CreativeOne Wealth, LLC | 0.06% | Add +37.9% | 23,923 | $2.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -3.1% | 23,707 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -2.5% | 23,239 | $2.2M |
| PAX Financial Group, LLC | 0.40% | Reduce -11.7% | 21,635 | $2.1M |
| AE Wealth Management LLC | 0.01% | Add +145.2% | 21,030 | $2.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -0.1% | 20,312 | $1.9M |
| Patten & Patten Inc. | 0.13% | Reduce -6.5% | 20,248 | $1.9M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 19,504 | $1.9M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -6.6% | 18,954 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Add +62.6% | 18,567 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.39% | Add +29.1% | 18,077 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.3% | 17,969 | $1.7M |
| Cetera Investment Advisers | 0.00% | Add +26.9% | 17,903 | $1.7M |
| Avestar Capital, LLC | 0.12% | Add +2.0% | 17,090 | $1.6M |
| Farther Finance Advisors, LLC | 0.03% | Add +41.4% | 16,850 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -70.4% | 14,709 | $1.4M |
| Family Investment Center, Inc. | 0.31% | Add +0.3% | 14,373 | $1.4M |
| Omnitrust Wealth Management, Inc | 1.60% | — | 14,193 | $1.4M |
| Greatmark Investment Partners, Inc. | 0.17% | Reduce -28.9% | 13,727 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -10.7% | 13,310 | $1.3M |
| Compass Financial Group, Inc. | 0.64% | Reduce -1.7% | 13,216 | $1.3M |
| Syverson Strege & Co | 0.30% | Add +3.1% | 13,063 | $1.3M |
| Sand Hill Global Advisors, LLC | 0.05% | New | 12,966 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Reduce -5.7% | 12,704 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | Add +6.7% | 12,670 | $1.2M |
| Midwest Financial Network, LLC | 1.19% | Add +3.3% | 12,548 | $1.2M |
| Krilogy Financial LLC | 0.06% | Add +0.0% | 11,431 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -29.6% | 10,777 | $1.0M |
| CW Advisors, LLC | 0.01% | No change | 10,558 | $1.0M |
| Axxcess Wealth Management, LLC | 0.02% | Add +67.3% | 9,915 | $950K |
| &partners | 0.01% | New | 9,894 | $948K |
| OneAscent Financial Services LLC | 0.07% | Add +113.4% | 9,642 | $923K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.4% | 9,425 | $903K |
| Advisory Services Network, LLC | 0.01% | Add +43.1% | 9,120 | $872K |
| BankPlus Wealth Management LLC | 0.57% | Add +5.7% | 9,011 | $863K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +12.7% | 8,736 | $837K |
| Prospera Financial Services Inc | 0.02% | Reduce -2.5% | 8,472 | $813K |
| Win Advisors, Inc. | 0.38% | Reduce -9.6% | 8,220 | $788K |
| Charter Capital Management, LLC\DE | 0.46% | — | 8,192 | $785K |
| DAVENPORT & Co LLC | 0.00% | Add +119.8% | 8,164 | $782K |
| Smart Portfolios, LLC | 0.78% | Reduce -1.7% | 8,116 | $778K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +55.7% | 8,056 | $772K |
| Aviance Capital Partners, LLC | 0.10% | Reduce -12.1% | 7,973 | $764K |
| NWF Advisory Services Inc. | 0.08% | Reduce -2.0% | 7,403 | $709K |
| Caldwell Sutter Capital, Inc. | 0.32% | Reduce -5.9% | 7,364 | $706K |
| Keyvantage Wealth, LLC | 0.30% | Reduce -13.8% | 7,088 | $679K |
| Austin Private Wealth, LLC | 0.05% | Reduce -73.0% | 6,543 | $627K |
| JGP Wealth Management, LLC | 0.07% | New | 6,380 | $611K |
| Mayfair Advisory Group, LLC | 0.28% | Reduce -16.8% | 6,202 | $593K |
| Stephens Inc. | 0.01% | Reduce -2.4% | 6,125 | $587K |
| Comerica Bank | 0.00% | Reduce -24.0% | 6,066 | $581K |
| Sanctuary Advisors, LLC | 0.00% | Add +54.4% | 5,880 | $563K |
| Halbert Hargrove Global Advisors, LLC | 0.03% | Reduce -7.0% | 5,788 | $555K |
| Bank of New York Mellon Corp | 0.00% | Add +137.8% | 5,733 | $549K |
| Accredited Wealth Management, LLC | 0.43% | Add +17.0% | 5,518 | $529K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +34.8% | 5,423 | $520K |
| Ameriflex Group, Inc. | 0.27% | Add +10.1% | 5,395 | $516K |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.