PIMCO Enhanced Low DurationLDURETF
13F holders, Q1 2026 (March 31)193holders +27
44new positions
12sold out
$95.81avg. 13F price*
At the end of Q1 2026, 193 institutions reported holding PIMCO Enhanced Low Duration (LDUR) in their 13F filings, up 27 from Q4 2025. 44 opened new positions and 12 sold out. The largest holders were FMR LLC ($184.5M), Advocacy Wealth Management, LLC ($103.6M) and LPL Financial LLC ($97.2M).
- Company
- PIMCO Enhanced Low Duration
- CUSIP
- 72201R718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $80.6M |
| Exits | 12 | $9.9M |
All 13F filers, Q4 2025 → Q1 2026: 2,711,952 shares bought and 345,345 shares sold, net +2,366,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| FMR LLC | 0.01% | Add +5.7% | 1,925,489 | $184.5M |
| Advocacy Wealth Management, LLC | 4.58% | Add +18.5% | 1,080,808 | $103.6M |
| LPL Financial LLC | 0.03% | Add +69.9% | 1,014,302 | $97.2M |
| Cwm, LLC | 0.22% | Reduce -5.1% | 891,772 | $85.4M |
| Wells Fargo & Company | 0.01% | Reduce -5.0% | 516,318 | $49.5M |
| TD Capital Management LLC | 3.76% | Add +1.1% | 436,032 | $41.8M |
| Bank of America Corp. | 0.00% | Add +3.8% | 423,799 | $40.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +115.3% | 412,233 | $39.5M |
| Morgan Stanley | 0.00% | Add +16.9% | 394,310 | $37.8M |
| Great Valley Advisor Group, Inc. | 0.60% | New | 343,728 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 284,605 | $27.2M |
| Kelly Financial Group LLC | 6.81% | Add +2.9% | 282,777 | $27.1M |
| O'Connor Financial Group LLC | 9.07% | Reduce -0.0% | 231,339 | $22.2M |
| Beacon Capital Management, Inc. | 1.04% | Add +8.5% | 193,122 | $18.5M |
| Gateway Wealth Partners, LLC | 0.66% | Add +120.8% | 176,020 | $16.9M |
| Brown Advisory Inc. | 0.03% | Add +359.6% | 166,274 | $15.9M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 163,216 | $15.6M |
| Cetera Investment Advisers | 0.02% | Add +482.3% | 158,558 | $15.2M |
| OneDigital Investment Advisors LLC | 0.13% | Add +21.2% | 142,202 | $13.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.5% | 136,275 | $13.1M |
| Atria Investments, Inc | 0.13% | Add +121.0% | 122,359 | $11.7M |
| Mariner, LLC | 0.01% | Add +660.3% | 114,227 | $10.9M |
| UBS Group AG | 0.00% | Reduce -8.7% | 109,158 | $10.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -45.2% | 105,698 | $10.1M |
| Visionary Wealth Advisors | 0.38% | Add +30.6% | 89,424 | $8.6M |
| CoreCap Advisors, LLC | 0.28% | New | 85,941 | $8.2M |
| Treasure Coast Financial Planning | 3.98% | Add +79.6% | 80,743 | $7.7M |
| Exchange Traded Concepts, LLC | 0.06% | New | 79,785 | $7.6M |
| Heritage Oak Wealth Advisors LLC | 2.30% | New | 75,552 | $7.2M |
| Howland Capital Management LLC | 0.27% | Add +3.6% | 70,446 | $6.8M |
| Dynamic Advisor Solutions LLC | 0.21% | Add +3.4% | 70,161 | $6.7M |
| Raymond James Financial Inc. | 0.00% | Add +22.8% | 68,264 | $6.5M |
| CarsonAllaria Wealth Management, Ltd. | 3.16% | Add +6.7% | 66,815 | $6.4M |
| Valley National Advisers Inc. | 0.78% | Add +5.8% | 63,217 | $6.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +28.2% | 54,772 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Add +13.4% | 54,012 | $5.2M |
| Beckerman Institutional, LLC | 2.74% | Reduce -1.9% | 53,867 | $5.2M |
| Essex Financial Services, Inc. | 0.29% | Add +8.0% | 53,040 | $5.1M |
| Wealth Advisors of Iowa, LLC | 1.47% | Add +194.1% | 49,576 | $4.8M |
| SkyOak Wealth, LLC | 0.84% | Add +11.4% | 47,985 | $4.6M |
| Maimon Wealth Management LTD. | 3.89% | Add +8.7% | 46,350 | $4.4M |
| Legacy Capital Group California, Inc. | 1.59% | Reduce -4.8% | 43,493 | $4.2M |
| IFP Advisors, Inc | 0.09% | Add +32.9% | 42,764 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -11.4% | 36,997 | $3.5M |
| CreativeOne Wealth, LLC | 0.08% | Add +11.6% | 35,292 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Add +12.4% | 30,609 | $2.9M |
| Sage Rhino Capital LLC | 0.53% | Add +11.6% | 29,679 | $2.8M |
| Barnes Wealth Management Group, Inc | 1.41% | Add +1.6% | 29,017 | $2.8M |
| Global View Capital Management LLC | 0.68% | New | 26,912 | $2.6M |
| Captrust Financial Advisors | 0.00% | Reduce -3.3% | 26,303 | $2.5M |
| Family Investment Center, Inc. | 0.48% | Add +17.1% | 25,814 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +24.3% | 24,721 | $2.4M |
| Jones Financial Companies LLLP | 0.00% | Add +16.5% | 24,383 | $2.3M |
| GeoWealth Management, LLC | 0.08% | Add +47.0% | 24,270 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +154.0% | 22,347 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +66.9% | 22,257 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Add +417.8% | 21,633 | $2.1M |
| AE Wealth Management LLC | 0.01% | Add +5.6% | 21,103 | $2.0M |
| Cerity Partners LLC | 0.00% | New | 20,097 | $1.9M |
| PAX Financial Group, LLC | 0.33% | Add +0.8% | 20,009 | $1.9M |
| Mgo One Seven LLC | 0.04% | Add +16.5% | 19,332 | $1.9M |
| Patten & Patten Inc. | 0.11% | Reduce -3.8% | 19,269 | $1.8M |
| BankPlus Wealth Management LLC | 0.90% | Add +22.9% | 18,130 | $1.7M |
| Avestar Capital, LLC | 0.11% | Add +3.3% | 17,374 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +48.8% | 17,315 | $1.7M |
| United Advisor Group, LLC | 0.20% | New | 16,944 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Add +5.2% | 16,746 | $1.6M |
| Legacy Capital Wealth Partners, LLC | 0.33% | Reduce -5.1% | 16,734 | $1.6M |
| RFG Advisory, LLC | 0.03% | Add +89.4% | 16,478 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +284.1% | 16,326 | $1.6M |
| Balefire, LLC | 0.26% | New | 14,321 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Add +90.3% | 14,040 | $1.3M |
| Curi Capital, LLC | 0.02% | Add +9.6% | 14,028 | $1.3M |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -2.1% | 13,845 | $1.3M |
| Smartleaf Asset Management LLC | 0.05% | New | 13,800 | $1.3M |
| Midwest Financial Network, LLC | 1.02% | Reduce -20.0% | 13,448 | $1.3M |
| Virtue Capital Management, LLC | 0.19% | New | 13,250 | $1.3M |
| Krilogy Financial LLC | 0.04% | Add +59.3% | 13,082 | $1.3M |
| Compass Financial Group, Inc. | 0.56% | Add +0.9% | 12,955 | $1.2M |
| Focus Partners Wealth | 0.00% | Reduce -9.1% | 12,936 | $1.2M |
| Independent Advisor Alliance | 0.01% | New | 12,889 | $1.2M |
| Omnitrust Wealth Management, Inc | 1.58% | Add +3.1% | 12,770 | $1.2M |
| Belpointe Asset Management LLC | 0.04% | New | 12,030 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | New | 11,986 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +1.2% | 11,682 | $1.1M |
| &partners | 0.01% | Add +2.5% | 11,391 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Add +14.8% | 10,886 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +28.6% | 10,685 | $1.0M |
| Greatmark Investment Partners, Inc. | 0.12% | Reduce -12.0% | 10,457 | $1.0M |
| Aviance Capital Partners, LLC | 0.12% | Reduce -2.6% | 10,432 | $1000K |
| Hutchens & Kramer Investment Management Group, LLC | 0.31% | New | 10,291 | $986K |
| Syverson Strege & Co | 0.24% | Reduce -6.3% | 10,220 | $979K |
| Ausdal Financial Partners, Inc. | 0.04% | Add +51.2% | 9,853 | $944K |
| Swmg, LLC | 0.27% | New | 9,769 | $936K |
| Legacy Wealth Partners, LLC | 0.23% | New | 9,505 | $911K |
| Flow Traders U.S. LLC | 0.03% | Reduce -57.0% | 9,475 | $908K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.3% | 9,428 | $903K |
| Waverly Advisors, LLC | 0.01% | Reduce -5.7% | 8,989 | $861K |
| Corient Private Wealth LP | 0.00% | Reduce -1.3% | 8,366 | $802K |
| Fulcrum Equity Management | 0.78% | New | 8,362 | $801K |
"% of holder's portfolio" is LDUR's weight in each manager's 13F, not the share of PIMCO Enhanced Low Duration the manager owns.