PIMCO Enhanced Low DurationLDURETF
13F holders, Q4 2025 (December 31)166holders +15
23new positions
11sold out
1famous investor
$95.96avg. 13F price*
At the end of Q4 2025, 166 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings, up 15 from Q3 2025. 23 opened new positions and 11 sold out. The largest holders were FMR LLC ($174.8M), Cwm, LLC ($90.2M) and Advocacy Wealth Management, LLC ($87.5M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $191.3M |
| Exits | 11 | $4.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,483,689 shares bought and 443,532 shares sold, net +2,040,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| FMR LLC | 0.01% | New | 1,821,453 | $174.8M |
| Cwm, LLC | 0.24% | Add +1.7% | 939,933 | $90.2M |
| Advocacy Wealth Management, LLC | 3.66% | Add +2.3% | 911,899 | $87.5M |
| LPL Financial LLC | 0.02% | Add +38.6% | 597,089 | $57.3M |
| Wells Fargo & Company | 0.01% | Reduce -7.6% | 543,802 | $52.2M |
| TD Capital Management LLC | 3.67% | Add +0.8% | 431,360 | $41.4M |
| Bank of America Corp. | 0.00% | Add +6.4% | 408,334 | $39.2M |
| Morgan Stanley | 0.00% | Add +3.5% | 337,435 | $32.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.8% | 278,513 | $26.7M |
| Kelly Financial Group LLC | 6.73% | Add +3.1% | 274,819 | $26.5M |
| O'Connor Financial Group LLC | 8.87% | Add +5.3% | 231,409 | $22.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.1% | 192,736 | $18.5M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -12.1% | 191,440 | $18.4M |
| Beacon Capital Management, Inc. | 0.91% | Reduce -30.3% | 178,039 | $17.1M |
| Royal Bank of Canada | 0.00% | Add +76.8% | 156,502 | $15.0M |
| HighTower Advisors, LLC | 0.01% | Add +1.3% | 139,715 | $13.4M |
| UBS Group AG | 0.00% | Reduce -39.0% | 119,578 | $11.5M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -19.5% | 117,358 | $11.3M |
| Gateway Wealth Partners, LLC | 0.85% | Add +0.5% | 79,729 | $7.6M |
| Visionary Wealth Advisors | 0.30% | Add +252.7% | 68,459 | $6.6M |
| Howland Capital Management LLC | 0.25% | Reduce -6.1% | 67,972 | $6.5M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -31.8% | 67,853 | $6.5M |
| CarsonAllaria Wealth Management, Ltd. | 2.98% | Add +13.5% | 62,645 | $6.0M |
| Valley National Advisers Inc. | 0.79% | Add +15.7% | 59,728 | $5.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -17.3% | 55,591 | $5.3M |
| Atria Investments, Inc | 0.06% | Reduce -1.4% | 55,354 | $5.3M |
| Beckerman Institutional, LLC | 2.96% | Reduce -18.6% | 54,923 | $5.3M |
| Essex Financial Services, Inc. | 0.27% | Add +9.7% | 49,110 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +5.9% | 47,645 | $4.6M |
| Legacy Capital Group California, Inc. | 1.06% | Reduce -2.8% | 45,673 | $4.4M |
| Treasure Coast Financial Planning | 2.29% | Add +7.8% | 44,948 | $4.3M |
| SkyOak Wealth, LLC | 0.74% | Add +4.5% | 43,064 | $4.1M |
| AIFG Consultants Ltd. | 7.08% | Reduce -0.2% | 42,954 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 42,724 | $4.1M |
| Maimon Wealth Management LTD. | 3.80% | — | 42,640 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.3% | 41,780 | $4.0M |
| Brown Advisory Inc. | 0.00% | Reduce -3.5% | 36,179 | $3.5M |
| IFP Advisors, Inc | 0.07% | Reduce -10.3% | 32,170 | $3.1M |
| CreativeOne Wealth, LLC | 0.07% | Add +4.5% | 31,631 | $3.0M |
| Citadel Advisors | 0.00% | New | 30,681 | $2.9M |
| Barnes Wealth Management Group, Inc | 1.47% | Add +3.1% | 28,559 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Add +13.5% | 27,242 | $2.6M |
| Cetera Investment Advisers | 0.00% | Add +3.0% | 27,231 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -2.9% | 27,198 | $2.6M |
| Sage Rhino Capital LLC | 0.48% | Add +0.3% | 26,589 | $2.6M |
| PFG Advisors | 0.11% | Reduce -7.9% | 23,671 | $2.3M |
| Flow Traders U.S. LLC | 0.07% | Reduce -5.2% | 22,063 | $2.1M |
| Family Investment Center, Inc. | 0.43% | Add +14.6% | 22,049 | $2.1M |
| Jones Financial Companies LLLP | 0.00% | Add +449.7% | 20,932 | $2.0M |
| Patten & Patten Inc. | 0.11% | Add +0.7% | 20,031 | $1.9M |
| AE Wealth Management LLC | 0.01% | Reduce -2.8% | 19,989 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Add +45.5% | 19,887 | $1.9M |
| PAX Financial Group, LLC | 0.33% | Reduce -7.8% | 19,845 | $1.9M |
| SOL Capital Management CO | 0.16% | New | 19,005 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.3% | 18,322 | $1.8M |
| Legacy Capital Wealth Partners, LLC | 0.36% | Reduce -1.3% | 17,638 | $1.7M |
| Avestar Capital, LLC | 0.11% | Add +4.5% | 16,826 | $1.6M |
| Wealth Advisors of Iowa, LLC | 0.53% | Add +23.5% | 16,860 | $1.6M |
| Midwest Financial Network, LLC | 1.24% | Add +1.2% | 16,810 | $1.6M |
| Mgo One Seven LLC | 0.03% | Reduce -49.6% | 16,593 | $1.6M |
| GeoWealth Management, LLC | 0.06% | Reduce -9.2% | 16,508 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -21.7% | 15,921 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -37.7% | 15,025 | $1.4M |
| BankPlus Wealth Management LLC | 0.78% | Add +41.1% | 14,750 | $1.4M |
| Focus Partners Wealth | 0.00% | New | 14,223 | $1.4M |
| Sand Hill Global Advisors, LLC | 0.05% | Add +8.5% | 14,149 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | New | 14,126 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -25.8% | 13,339 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +76.5% | 13,333 | $1.3M |
| Curi Capital, LLC | 0.02% | Add +148.2% | 12,805 | $1.2M |
| Compass Financial Group, Inc. | 0.54% | Reduce -5.2% | 12,841 | $1.2M |
| Omnitrust Wealth Management, Inc | 1.51% | — | 12,388 | $1.2M |
| Greatmark Investment Partners, Inc. | 0.13% | Reduce -0.8% | 11,887 | $1.1M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 11,636 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | New | 11,543 | $1.1M |
| &partners | 0.01% | Reduce -0.9% | 11,108 | $1.1M |
| Syverson Strege & Co | 0.25% | Add +0.5% | 10,913 | $1.0M |
| Aviance Capital Partners, LLC | 0.12% | Reduce -4.3% | 10,709 | $1.0M |
| Axxcess Wealth Management, LLC | 0.02% | Add +1.2% | 10,147 | $974K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.4% | 9,528 | $914K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 9,480 | $910K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +4.7% | 9,214 | $884K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.0% | 8,798 | $844K |
| RFG Advisory, LLC | 0.02% | Add +13.1% | 8,701 | $835K |
| Corient Private Wealth LP | 0.00% | Add +32.7% | 8,473 | $814K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.2% | 8,362 | $804K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.8% | 8,309 | $797K |
| Krilogy Financial LLC | 0.03% | Reduce -29.4% | 8,212 | $789K |
| Charter Capital Management, LLC\DE | 0.39% | Add +0.1% | 7,776 | $746K |
| Susquehanna International Group, LLP | 0.00% | New | 7,379 | $708K |
| DAVENPORT & Co LLC | 0.00% | No change | 7,184 | $689K |
| Keyvantage Wealth, LLC | 0.27% | Reduce -1.3% | 6,624 | $636K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -5.1% | 6,518 | $625K |
| MCF Advisors LLC | 0.03% | New | 6,427 | $619K |
| Stephens Inc. | 0.01% | No change | 6,125 | $588K |
| Mayfair Advisory Group, LLC | 0.23% | Reduce -2.4% | 6,078 | $583K |
| Smith, Moore & Co. | 0.04% | New | 5,861 | $562K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -65.2% | 5,825 | $559K |
| Caldwell Sutter Capital, Inc. | 0.23% | Reduce -10.4% | 5,695 | $546K |
| Diversify Advisory Services, LLC | 0.02% | New | 5,568 | $535K |
| NWF Advisory Services Inc. | 0.06% | Add +21.0% | 5,568 | $534K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 5,057 | $485K |
| MML Investors Services, LLC | 0.00% | Add +72.9% | 4,976 | $477K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +17.9% | 4,708 | $452K |
| American Institute for Advanced Investment Management, LLP | 0.28% | Add +8.3% | 4,573 | $439K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -15.7% | 4,421 | $424K |
| Thayer Financial, L.L.C. | 0.44% | — | 4,386 | $421K |
| TD Waterhouse Canada Inc. | 0.00% | New | 4,360 | $418K |
| Comerica Bank | 0.00% | Reduce -28.8% | 4,337 | $416K |
| Bank of New York Mellon Corp | 0.00% | Reduce -14.6% | 4,250 | $408K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -2.2% | 4,178 | $401K |
| CGC Financial Services, LLC | 0.10% | Add +19.9% | 3,985 | $382K |
| Capital Asset Advisory Services LLC | 0.01% | Add +4.5% | 3,837 | $368K |
| Diversified Trust Co. | 0.01% | Reduce -1.5% | 3,784 | $363K |
| Skyline Advisors, Inc. | 0.12% | Add +19.3% | 3,739 | $359K |
| Raleigh Capital Management Inc. | 0.13% | Add +4.3% | 3,707 | $356K |
| Anfield Capital Management, LLC | 0.11% | No change | 3,693 | $354K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -2.5% | 3,534 | $339K |
| Opus Financial Solutions LLC | 0.32% | — | 3,534 | $339K |
| Lloyd Advisory Services, LLC. | 0.12% | Add +31.8% | 3,298 | $316K |
| Smart Portfolios, LLC | 0.31% | Reduce -60.0% | 3,277 | $314K |
| Procyon Advisors, LLC | 0.02% | No change | 3,270 | $314K |
| Howard Bailey Securities, LLC | 0.12% | Reduce -16.7% | 3,095 | $297K |
| Outlook Wealth Advisors, LLC | 0.07% | Reduce -2.7% | 3,075 | $295K |
| Tribridge Partners Financial LLC | 0.12% | New | 3,027 | $290K |
| Fourpath Capital Management, LLC | 0.04% | Reduce -10.0% | 2,889 | $277K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 2,841 | $273K |
| IPG Investment Advisors LLC | 0.05% | No change | 2,743 | $264K |
| Tobias Financial Advisors, Inc. | 0.04% | Add +1.1% | 2,643 | $254K |
| Nottingham Advisors, Inc. | 0.03% | Reduce -1.5% | 2,448 | $235K |
| Sigma Planning Corp | 0.01% | Reduce -9.1% | 2,395 | $230K |
| Truist Financial Corp. | 0.00% | New | 2,296 | $220K |
| Kestra Investment Management, LLC | 0.01% | Add +1.4% | 2,284 | $219K |
| Financial Insights, Inc. | 0.07% | New | 2,269 | $218K |
| Citigroup Inc. | 0.00% | No change | 2,122 | $204K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -49.2% | 1,654 | $159K |
| Global Retirement Partners, LLC | 0.00% | Reduce -0.1% | 1,525 | $146K |
| Cedar Wealth Management, LLC | 0.04% | Reduce -32.5% | 1,464 | $140K |
| Assetmark, Inc. | 0.00% | Add +2.0% | 1,154 | $111K |
| Signature Equity Partners, LLC | 0.05% | — | 920 | $88K |
| Financial Management Professionals, Inc. | 0.01% | No change | 811 | $78K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -6.4% | 801 | $77K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 651 | $62K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Reduce -1.7% | 593 | $57K |
| Motiv8 Investments LLC | 0.03% | New | 552 | $53K |
| Arax Advisory Partners | 0.00% | New | 507 | $49K |
| Parallel Advisors, LLC | 0.00% | No change | 504 | $48K |
| National Bank of Canada | 0.00% | New | 500 | $48K |
| Bank of Montreal | 0.00% | Reduce -12.3% | 415 | $40K |
| Rockefeller Capital Management L.P. | 0.00% | New | 378 | $36K |
| Wellington Grp LLC | 0.01% | — | 296 | $28K |
| Kingdom Financial Group LLC. | 0.01% | New | 287 | $28K |
| Morris Financial Concepts, Inc. | 0.01% | Reduce -3.7% | 236 | $23K |
| Lodestone Wealth Management LLC | 0.01% | New | 208 | $20K |
| Hanson & Doremus Investment Management | 0.00% | No change | 190 | $18K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -95.2% | 148 | $14K |
| Crewe Advisors LLC | 0.00% | No change | 100 | $10K |
| Manchester Capital Management LLC | 0.00% | New | 93 | $9K |
| 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% | No change | 54 | $5K |
| Wellington-Altus USA Inc. | 0.00% | — | 46 | $4K |
| International Assets Investment Management, LLC | 0.00% | New | 31 | $3K |
| Networth Advisors, LLC | 0.00% | — | 27 | $3K |
| Imprint Wealth LLC | 0.00% | Reduce -50.0% | 11 | $1K |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.