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 |
| Capital Advisors, Ltd. LLC | 0.06% | Add +0.3% | 5,057 | $485K |
| Curi Capital, LLC | 0.01% | Add +44.8% | 4,915 | $471K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -0.5% | 4,866 | $466K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 4,805 | $460K |
| American Institute for Advanced Investment Management, LLP | 0.30% | No change | 4,423 | $424K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.5% | 4,237 | $406K |
| Triton Financial Group Inc | 0.29% | — | 4,128 | $396K |
| Howard Bailey Securities, LLC | 0.11% | New | 3,875 | $371K |
| MML Investors Services, LLC | 0.00% | Add +14.1% | 3,842 | $368K |
| Raleigh Capital Management Inc. | 0.15% | Add +139.8% | 3,774 | $362K |
| Anfield Capital Management, LLC | 0.12% | No change | 3,693 | $354K |
| Capital Asset Advisory Services LLC | 0.02% | Add +1.9% | 3,575 | $341K |
| Fourpath Capital Management, LLC | 0.05% | Add +60.2% | 3,555 | $341K |
| Geneos Wealth Management Inc. | 0.01% | Add +86.6% | 3,464 | $332K |
| Lloyd Advisory Services, LLC. | 0.15% | New | 3,289 | $315K |
| Outlook Wealth Advisors, LLC | 0.08% | New | 3,270 | $313K |
| Procyon Advisors, LLC | 0.03% | Reduce -60.9% | 3,270 | $313K |
| Diversified Trust Co. | 0.01% | Add +3.9% | 3,266 | $313K |
| Jones Financial Companies LLLP | 0.00% | Add +277.0% | 3,216 | $308K |
| Skyline Advisors, Inc. | 0.11% | Reduce -10.4% | 3,201 | $307K |
| CGC Financial Services, LLC | 0.09% | Reduce -8.8% | 2,885 | $276K |
| Bedel Financial Consulting, Inc. | 0.04% | No change | 2,841 | $272K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -56.8% | 2,838 | $272K |
| IPG Investment Advisors LLC | 0.05% | No change | 2,743 | $263K |
| Sigma Planning Corp | 0.01% | New | 2,636 | $253K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +1.1% | 2,594 | $249K |
| World Equity Group, Inc. | 0.07% | New | 2,591 | $248K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 2,584 | $248K |
| WBH Advisory Inc. | 0.02% | Reduce -19.9% | 2,529 | $242K |
| Nottingham Advisors, Inc. | 0.04% | Reduce -2.9% | 2,484 | $238K |
| Cedar Wealth Management, LLC | 0.07% | Reduce -4.2% | 2,270 | $218K |
| Kestra Investment Management, LLC | 0.01% | New | 2,230 | $214K |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 2,122 | $203K |
| Clear Investment Research, LLC | 0.25% | Reduce -2.8% | 2,104 | $202K |
| Global Retirement Partners, LLC | 0.00% | — | 1,529 | $147K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -38.5% | 1,079 | $103K |
| Crewe Advisors LLC | 0.01% | New | 1,047 | $100K |
| Assetmark, Inc. | 0.00% | Add +10.8% | 1,027 | $98K |
| Financial Gravity Companies, Inc. | 0.02% | — | 933 | $89K |
| Harbour Investments, Inc. | 0.00% | Reduce -45.1% | 898 | $86K |
| Financial Management Professionals, Inc. | 0.01% | No change | 811 | $78K |
| Arax Advisory Partners | 0.00% | Add +435.8% | 793 | $76K |
| Parallel Advisors, LLC | 0.00% | No change | 604 | $58K |
| Quest 10 Wealth Builders, Inc. | 0.06% | Add +163.3% | 603 | $58K |
| Bank of Montreal | 0.00% | No change | 462 | $44K |
| Opal Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 318 | $30K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 300 | $29K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -5.8% | 245 | $23K |
| Hanson & Doremus Investment Management | 0.00% | No change | 190 | $18K |
| Key Financial Inc | 0.00% | Reduce -42.8% | 170 | $16K |
| SYM FINANCIAL Corp | 0.00% | No change | 82 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 80 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 75 | $7K |
| Allianz Asset Management GmbH | 0.00% | Reduce -5.0% | 57 | $5K |
| Caldwell Trust Co | 0.00% | No change | 54 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | New | 51 | $5K |
| Ameritas Advisory Services, LLC | 0.00% | New | 29 | $3K |
| MAI Capital Management | 0.00% | No change | 23 | $2K |
| Capital Analysts, LLC | 0.00% | New | 9 | $1K |
| Wagner Wealth Management, LLC | 0.00% | No change | 1 | $93 |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.