PIMCO Enhanced Low DurationLDURETF
13F holders, Q3 2025 (September 30)151holders −9
10new positions
16sold out
$96.18avg. 13F price*
At the end of Q3 2025, 151 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings, down 9 from Q2 2025. 10 opened new positions and 16 sold out. The largest holders were Cwm, LLC ($88.8M), Advocacy Wealth Management, LLC ($85.7M) and Wells Fargo & Company ($56.6M).
- Company
- PIMCO Enhanced Low Duration
- CUSIP
- 72201R718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $40.3M |
| Exits | 16 | $11.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,117,037 shares bought and 377,692 shares sold, net +739,345 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 151 holders
| Cwm, LLC | 0.27% | Add +6.5% | 923,898 | $88.8M |
| Advocacy Wealth Management, LLC | 3.72% | Add +102.6% | 891,551 | $85.7M |
| Wells Fargo & Company | 0.01% | Reduce -9.3% | 588,261 | $56.6M |
| LPL Financial LLC | 0.01% | Add +7.0% | 430,783 | $41.4M |
| TD Capital Management LLC | 3.70% | Reduce -2.1% | 427,796 | $41.1M |
| Bank of America Corp. | 0.00% | Add +6.6% | 383,888 | $36.9M |
| Morgan Stanley | 0.00% | Reduce -8.1% | 325,876 | $31.3M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 268,361 | $25.8M |
| Kelly Financial Group LLC | 6.80% | Add +6.7% | 266,660 | $25.6M |
| Beacon Capital Management, Inc. | 1.17% | New | 255,336 | $24.5M |
| O'Connor Financial Group LLC | 8.86% | Add +1.9% | 219,812 | $21.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.1% | 217,859 | $20.9M |
| UBS Group AG | 0.00% | Add +0.1% | 196,143 | $18.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -9.8% | 188,718 | $18.1M |
| OneDigital Investment Advisors LLC | 0.14% | Reduce -14.5% | 145,825 | $14.0M |
| HighTower Advisors, LLC | 0.02% | Add +5.0% | 137,875 | $13.3M |
| First National Corp. /Ma/ | 1.88% | Add +10.4% | 103,464 | $9.9M |
| Dynamic Advisor Solutions LLC | 0.28% | Add +1.4% | 99,523 | $9.6M |
| Royal Bank of Canada | 0.00% | Reduce -6.3% | 88,546 | $8.5M |
| Gateway Wealth Partners, LLC | 1.03% | New | 79,315 | $7.6M |
| Howland Capital Management LLC | 0.27% | Reduce -7.2% | 72,383 | $7.0M |
| Beckerman Institutional, LLC | 3.82% | Add +3.1% | 67,494 | $6.5M |
| Raymond James Financial Inc. | 0.00% | Add +17.3% | 67,245 | $6.5M |
| Atria Investments, Inc | 0.06% | Reduce -12.3% | 56,113 | $5.4M |
| CarsonAllaria Wealth Management, Ltd. | 2.76% | Add +9.7% | 55,175 | $5.3M |
| Valley National Advisers Inc. | 0.77% | Add +7.8% | 51,607 | $5.0M |
| Legacy Capital Group California, Inc. | 1.15% | Reduce -0.7% | 46,982 | $4.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.6% | 44,992 | $4.3M |
| Essex Financial Services, Inc. | 0.26% | Add +0.9% | 44,772 | $4.3M |
| AIFG Consultants Ltd. | 7.29% | Add +2.9% | 43,030 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.1% | 42,777 | $4.1M |
| Treasure Coast Financial Planning | 2.24% | Add +0.5% | 41,693 | $4.0M |
| SkyOak Wealth, LLC | 0.75% | Reduce -4.0% | 41,231 | $4.0M |
| Brown Advisory Inc. | 0.00% | Add +0.7% | 37,484 | $3.6M |
| IFP Advisors, Inc | 0.09% | Add +4.9% | 35,846 | $3.4M |
| Mgo One Seven LLC | 0.07% | Reduce -2.2% | 32,926 | $3.2M |
| CreativeOne Wealth, LLC | 0.07% | Add +26.5% | 30,260 | $2.9M |
| Captrust Financial Advisors | 0.01% | Reduce -7.4% | 28,016 | $2.7M |
| Barnes Wealth Management Group, Inc | 1.47% | Add +2.1% | 27,693 | $2.7M |
| Sage Rhino Capital LLC | 0.49% | Add +2.8% | 26,505 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +47.7% | 26,438 | $2.5M |
| PFG Advisors | 0.10% | Reduce -1.9% | 25,695 | $2.5M |
| Mariner, LLC | 0.00% | New | 24,108 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +3.3% | 23,994 | $2.3M |
| Flow Traders U.S. LLC | 0.09% | Add +83.7% | 23,276 | $2.2M |
| PAX Financial Group, LLC | 0.37% | Reduce -0.5% | 21,535 | $2.1M |
| AE Wealth Management LLC | 0.01% | Reduce -2.2% | 20,570 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -14.2% | 20,334 | $2.0M |
| Patten & Patten Inc. | 0.11% | Reduce -1.8% | 19,886 | $1.9M |
| Visionary Wealth Advisors | 0.09% | New | 19,409 | $1.9M |
| Family Investment Center, Inc. | 0.38% | Add +33.9% | 19,247 | $1.9M |
| GeoWealth Management, LLC | 0.06% | Reduce -2.1% | 18,170 | $1.7M |
| Private Advisor Group, LLC | 0.01% | New | 17,971 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.3% | 17,911 | $1.7M |
| Legacy Capital Wealth Partners, LLC | 0.37% | Reduce -1.1% | 17,875 | $1.7M |
| Clear Creek Financial Management, LLC | 0.14% | Reduce -37.0% | 16,751 | $1.6M |
| Midwest Financial Network, LLC | 1.30% | Add +32.3% | 16,604 | $1.6M |
| Avestar Capital, LLC | 0.11% | Reduce -5.8% | 16,105 | $1.5M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -17.9% | 15,552 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -18.9% | 13,663 | $1.3M |
| Wealth Advisors of Iowa, LLC | 0.45% | New | 13,647 | $1.3M |
| Compass Financial Group, Inc. | 0.58% | Add +2.5% | 13,542 | $1.3M |
| Sand Hill Global Advisors, LLC | 0.04% | Add +0.6% | 13,037 | $1.3M |
| Greatmark Investment Partners, Inc. | 0.14% | Reduce -12.7% | 11,987 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -10.1% | 11,961 | $1.2M |
| Krilogy Financial LLC | 0.04% | Add +1.7% | 11,626 | $1.1M |
| Aviance Capital Partners, LLC | 0.13% | Add +40.3% | 11,185 | $1.1M |
| &partners | 0.01% | Add +13.3% | 11,208 | $1.1M |
| Syverson Strege & Co | 0.25% | Reduce -16.8% | 10,863 | $1.0M |
| BankPlus Wealth Management LLC | 0.59% | Add +16.0% | 10,455 | $1.0M |
| Waverly Advisors, LLC | 0.01% | Reduce -20.7% | 10,071 | $968K |
| Axxcess Wealth Management, LLC | 0.02% | Add +1.1% | 10,025 | $964K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.2% | 9,448 | $908K |
| Win Advisors, Inc. | 0.42% | Add +8.5% | 8,918 | $857K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.7% | 8,799 | $846K |
| Prospera Financial Services Inc | 0.01% | Add +0.9% | 8,550 | $823K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +54.5% | 8,376 | $805K |
| Smart Portfolios, LLC | 0.76% | Add +0.8% | 8,184 | $787K |
| Advisory Services Network, LLC | 0.01% | Reduce -12.0% | 8,022 | $771K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 8,005 | $770K |
| Charter Capital Management, LLC\DE | 0.40% | Reduce -5.1% | 7,772 | $747K |
| RFG Advisory, LLC | 0.02% | Reduce -74.4% | 7,692 | $740K |
| Jane Street Group, LLC | 0.00% | Reduce -48.6% | 7,556 | $726K |
| DAVENPORT & Co LLC | 0.00% | Reduce -12.0% | 7,184 | $691K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +41.1% | 6,866 | $660K |
| Keyvantage Wealth, LLC | 0.27% | Reduce -5.3% | 6,712 | $645K |
| Corient Private Wealth LP | 0.00% | Reduce -40.8% | 6,385 | $614K |
| Caldwell Sutter Capital, Inc. | 0.26% | Reduce -13.7% | 6,354 | $611K |
| Accredited Wealth Management, LLC | 0.45% | Reduce -51.1% | 2,700 | $606K |
| Mayfair Advisory Group, LLC | 0.26% | Add +0.4% | 6,229 | $599K |
| Stephens Inc. | 0.01% | No change | 6,125 | $589K |
| Comerica Bank | 0.00% | Add +0.4% | 6,091 | $586K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +9.2% | 5,245 | $504K |
| Curi Capital, LLC | 0.01% | Add +5.0% | 5,159 | $496K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 5,057 | $486K |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.2% | 4,974 | $478K |
| NWF Advisory Services Inc. | 0.05% | Reduce -37.8% | 4,603 | $443K |
| Austin Private Wealth, LLC | 0.03% | Reduce -32.5% | 4,417 | $425K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -27.3% | 4,273 | $411K |
| American Institute for Advanced Investment Management, LLP | 0.27% | Reduce -4.5% | 4,223 | $406K |
| Triton Financial Group Inc | 0.27% | No change | 4,128 | $397K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Reduce -31.0% | 3,994 | $384K |
| Watts Gwilliam & Co., LLC | 0.06% | New | 3,845 | $370K |
| Diversified Trust Co. | 0.01% | Add +17.7% | 3,843 | $370K |
| Jones Financial Companies LLLP | 0.00% | Add +18.4% | 3,808 | $366K |
| Howard Bailey Securities, LLC | 0.10% | Reduce -4.2% | 3,714 | $357K |
| Anfield Capital Management, LLC | 0.10% | No change | 3,693 | $355K |
| Capital Asset Advisory Services LLC | 0.02% | Add +2.7% | 3,671 | $353K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +27.8% | 3,626 | $349K |
| Raleigh Capital Management Inc. | 0.13% | Reduce -5.8% | 3,556 | $342K |
| CGC Financial Services, LLC | 0.09% | Add +15.3% | 3,325 | $320K |
| Procyon Advisors, LLC | 0.02% | No change | 3,270 | $314K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -6.1% | 3,254 | $313K |
| Fourpath Capital Management, LLC | 0.04% | Reduce -9.7% | 3,210 | $309K |
| Outlook Wealth Advisors, LLC | 0.08% | Reduce -3.4% | 3,159 | $304K |
| Skyline Advisors, Inc. | 0.10% | Reduce -2.1% | 3,134 | $301K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 3,060 | $294K |
| MML Investors Services, LLC | 0.00% | Reduce -25.1% | 2,878 | $277K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,841 | $273K |
| IPG Investment Advisors LLC | 0.05% | No change | 2,743 | $264K |
| Sigma Planning Corp | 0.01% | No change | 2,636 | $253K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +0.8% | 2,615 | $251K |
| Lloyd Advisory Services, LLC. | 0.11% | Reduce -23.9% | 2,502 | $241K |
| Nottingham Advisors, Inc. | 0.03% | Add +0.1% | 2,486 | $239K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -6.7% | 2,412 | $232K |
| World Equity Group, Inc. | 0.05% | Reduce -7.2% | 2,404 | $231K |
| Gries Financial LLC | 0.03% | New | 2,259 | $217K |
| Kestra Investment Management, LLC | 0.01% | Add +1.0% | 2,252 | $217K |
| Cedar Wealth Management, LLC | 0.06% | Reduce -4.5% | 2,168 | $208K |
| Citigroup Inc. | 0.00% | No change | 2,122 | $204K |
| Clear Investment Research, LLC | 0.25% | Reduce -6.0% | 1,978 | $190K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.1% | 1,527 | $147K |
| Assetmark, Inc. | 0.00% | Add +10.1% | 1,131 | $109K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 856 | $82K |
| Financial Management Professionals, Inc. | 0.01% | No change | 811 | $78K |
| Harbour Investments, Inc. | 0.00% | Reduce -28.1% | 646 | $62K |
| Quest 10 Wealth Builders, Inc. | 0.05% | No change | 603 | $58K |
| Parallel Advisors, LLC | 0.00% | Reduce -16.6% | 504 | $48K |
| Bank of Montreal | 0.00% | Add +2.4% | 473 | $45K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 300 | $29K |
| Clearstead Advisors, LLC | 0.00% | New | 268 | $26K |
| Morris Financial Concepts, Inc. | 0.01% | No change | 245 | $24K |
| Hanson & Doremus Investment Management | 0.00% | No change | 190 | $18K |
| Crewe Advisors LLC | 0.00% | Reduce -90.5% | 100 | $10K |
| MAI Capital Management | 0.00% | Add +269.6% | 85 | $8K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 80 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 75 | $7K |
| Caldwell Trust Co | 0.00% | No change | 54 | $5K |
| Allianz Asset Management GmbH | 0.00% | Reduce -5.3% | 54 | $5K |
| Imprint Wealth LLC | 0.01% | — | 22 | $2K |
| Wagner Wealth Management, LLC | 0.00% | No change | 1 | $94 |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.