Institutional Ownership Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR). We have compiled data on the 174 institutions that hold shares in the stock, with a total of 8.41 Million shares, which have been reported (via 13F filing form) to have a value of $807 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
66,835
shares
|
$6.41 Million
3.73% of portfolio
|
Q4 2022
Added 92.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
56,113
shares
|
$5.38 Million
0.07% of portfolio
|
Q3 2025
Reduced 12.32%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 28, 2025 Q3 2025 |
55,175
shares
|
$5.29 Million
2.87% of portfolio
|
Q3 2025
Added 9.71%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
51,607
shares
|
$4.95 Million
0.77% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
46,982
shares
|
$4.51 Million
1.15% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
44,992
shares
|
$4.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
44,772
shares
|
$4.3 Million
0.28% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Oct 14, 2025 Q3 2025 |
43,030
shares
|
$4.13 Million
7.29% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
42,777
shares
|
$4.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Treasure Coast Financial Planning
|
Nov 03, 2025 Q3 2025 |
41,693
shares
|
$4 Million
2.31% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
41,231
shares
|
$3.96 Million
0.76% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
37,484
shares
|
$3.6 Million
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
35,851
shares
|
$3.44 Million
0.1% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
32,926
shares
|
$3.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
30,260
shares
|
$2.9 Million
0.08% of portfolio
|
Q3 2025
Added 26.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
28,016
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.37%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
27,693
shares
|
$2.66 Million
1.47% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Sage Rhino Capital LLC
|
Oct 31, 2025 Q3 2025 |
26,505
shares
|
$2.54 Million
0.5% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
26,438
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2025
Added 47.67%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
25,695
shares
|
$2.47 Million
0.11% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
24,108
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
23,994
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
23,276
shares
|
$2.23 Million
0.09% of portfolio
|
Q3 2025
Added 83.71%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 04, 2025 Q3 2025 |
21,535
shares
|
$2.07 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
20,570
shares
|
$1.97 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.19%
|
|