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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,254
shares
|
$312,253
0.01% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
3,210
shares
|
$308,031
0.05% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
3,159
shares
|
$303,137
0.09% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Nov 12, 2025 Q3 2025 |
3,134
shares
|
$300,738
0.1% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
3,060
shares
|
$293,637
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
2,878
shares
|
$276,172
0.0% of portfolio
|
Q3 2025
Reduced 25.09%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
2,841
shares
|
$272,622
0.03% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
2,743
shares
|
$263,218
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
2,700
shares
|
$259,091
0.45% of portfolio
|
Q3 2025
Reduced 51.07%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,636
shares
|
$252,950
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Nov 03, 2025 Q3 2025 |
2,615
shares
|
$250,935
0.04% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,568
shares
|
$246,425
0.01% of portfolio
|
Q2 2020
Reduced 69.86%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 30, 2025 Q3 2025 |
2,502
shares
|
$240,091
0.28% of portfolio
|
Q3 2025
Reduced 23.93%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
2,486
shares
|
$238,556
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,412
shares
|
$231,455
0.03% of portfolio
|
Q3 2025
Reduced 6.66%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
2,404
shares
|
$230,687
0.05% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
2,259
shares
|
$216,773
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
2,252
shares
|
$216,101
0.01% of portfolio
|
Q3 2025
Added 0.99%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
2,168
shares
|
$208,041
0.07% of portfolio
|
Q3 2025
Reduced 4.49%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,122
shares
|
$203,627
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,010
shares
|
$192,879
0.03% of portfolio
|
Q2 2024
Reduced 34.46%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
1,978
shares
|
$189,808
0.26% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,527
shares
|
$146,530
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,131
shares
|
$108,530
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
933
shares
|
$89,530
0.02% of portfolio
|
Q2 2025
Reduced 3.32%
|
|