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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
20,334
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
20,312
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
19,989
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
19,886
shares
|
$1.91 Million
0.12% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
19,409
shares
|
$1.86 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Family Investment Center, Inc.
Saint Joseph, MO |
Oct 22, 2025 Q3 2025 |
19,247
shares
|
$1.85 Million
0.43% of portfolio
|
Q3 2025
Added 33.91%
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
18,614
shares
|
$1.79 Million
0.52% of portfolio
|
Q1 2023
Added 202.77%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
18,170
shares
|
$1.74 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,971
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,911
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
17,875
shares
|
$1.72 Million
0.37% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
17,148
shares
|
$1.65 Million
1.09% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
16,751
shares
|
$1.61 Million
0.15% of portfolio
|
Q3 2025
Reduced 37.04%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
16,105
shares
|
$1.55 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
15,552
shares
|
$1.49 Million
0.01% of portfolio
|
Q3 2025
Reduced 17.95%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,663
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.91%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 14, 2025 Q3 2025 |
13,647
shares
|
$1.31 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
13,542
shares
|
$1.3 Million
0.63% of portfolio
|
Q3 2025
Added 2.47%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2025 Q3 2025 |
13,037
shares
|
$1.25 Million
0.04% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
11,987
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,961
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.14%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
11,730
shares
|
$1.13 Million
0.92% of portfolio
|
Q2 2022
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
11,626
shares
|
$1.12 Million
0.05% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
11,208
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
11,185
shares
|
$1.07 Million
0.14% of portfolio
|
Q3 2025
Added 40.29%
|
|