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 |
|---|---|---|---|---|---|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
10,863
shares
|
$1.04 Million
0.26% of portfolio
|
Q3 2025
Reduced 16.84%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
10,558
shares
|
$1.01 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Oct 30, 2025 Q3 2025 |
10,455
shares
|
$1 Million
0.59% of portfolio
|
Q3 2025
Added 16.02%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
10,071
shares
|
$966,413
0.01% of portfolio
|
Q3 2025
Reduced 20.73%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
10,025
shares
|
$961,998
0.02% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,460
shares
|
$907,781
0.04% of portfolio
|
Q1 2023
Reduced 18.43%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
9,448
shares
|
$906,630
0.0% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Win Advisors, Inc
|
Nov 04, 2025 Q3 2025 |
8,918
shares
|
$855,771
0.42% of portfolio
|
Q3 2025
Added 8.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
8,799
shares
|
$844,352
0.02% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
8,550
shares
|
$820,458
0.01% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
8,433
shares
|
$809,230
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,403
shares
|
$806,351
0.05% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
8,376
shares
|
$803,760
0.01% of portfolio
|
Q3 2025
Added 54.45%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
8,184
shares
|
$785,336
0.84% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
8,022
shares
|
$769,791
0.01% of portfolio
|
Q3 2025
Reduced 12.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
8,005
shares
|
$768,159
0.0% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
7,772
shares
|
$745,801
0.4% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
7,692
shares
|
$738,124
0.03% of portfolio
|
Q3 2025
Reduced 74.4%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,556
shares
|
$725,073
0.0% of portfolio
|
Q3 2025
Reduced 48.63%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
7,184
shares
|
$689,376
0.0% of portfolio
|
Q3 2025
Reduced 12.0%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
7,000
shares
|
$671,720
0.23% of portfolio
|
Q4 2023
Reduced 30.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
6,866
shares
|
$658,861
0.04% of portfolio
|
Q3 2025
Added 41.1%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
6,712
shares
|
$644,083
0.27% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
6,385
shares
|
$612,704
0.0% of portfolio
|
Q3 2025
Reduced 40.75%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
6,354
shares
|
$609,729
0.26% of portfolio
|
Q3 2025
Reduced 13.72%
|
|