Vault-13

PIMCO ETF TR LDUR

ENHNCD LW DUR AC · ETP · CUSIP 72201R718

175 institutional holders -18 vs Q1 2026
10,996,98211.0m shares reported held*
$1.1bnreported value*
16 new 70 added 64 reduced 31 sold out net sold ≈ $24.2m (-252.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($8.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.68.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 160Q4 22: 162Q1 23: 160Q2 23: 149Q3 23: 155Q4 23: 160Q1 24: 157Q2 24: 155Q3 24: 151Q4 24: 160Q1 25: 160Q2 25: 162Q3 25: 152Q4 25: 166Q1 26: 193Q2 26: 175175Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 2022160
Q4 2022162
Q1 2023160
Q2 2023149
Q3 2023155
Q4 2023160
Q1 2024157
Q2 2024155
Q3 2024151
Q4 2024160
Q1 2025160
Q2 2025162
Q3 2025152
Q4 2025166
Q1 2026193
Q2 2026175

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q3 24: 65 bought or addedQ3 24: 75 cut or sold outQ4 24: 59 bought or addedQ4 24: 78 cut or sold outQ4 24Q1 25: 94 bought or addedQ1 25: 68 cut or sold outQ2 25: 89 bought or addedQ2 25: 66 cut or sold outQ2 25Q3 25: 70 bought or addedQ3 25: 78 cut or sold outQ4 25: 81 bought or addedQ4 25: 73 cut or sold outQ4 25Q1 26: 133 bought or addedQ1 26: 56 cut or sold outQ2 26: 86 bought or addedQ2 26: 95 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20246575
Q4 20245978
Q1 20259468
Q2 20258966
Q3 20257078
Q4 20258173
Q1 202613356
Q2 20268695

Biggest buyers

FMR LLC Added +575,120+575.1k
Modera Wealth Management, LLC New +69,406+69.4k
WELLS FARGO & COMPANY/MN Added +53,955+54.0k
JPMORGAN CHASE & CO Added +46,489+46.5k
Advocacy Wealth Management, LLC Added +34,527+34.5k
GREAT VALLEY ADVISOR GROUP, INC. Added +26,806+26.8k
NEW WAVE WEALTH ADVISORS LLC Added +24,101+24.1k
TD Waterhouse Canada Inc. Added +21,214+21.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +19,669+19.7k
BANK OF AMERICA CORP /DE/ Added +17,751+17.8k

Biggest sellers

LPL Financial LLC Reduced -268,810-268.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -150,666-150.7k
BROWN ADVISORY INC Reduced -113,798-113.8k
Cetera Investment Advisers Reduced -87,886-87.9k
CoreCap Advisors, LLC Reduced -85,725-85.7k
Gateway Wealth Partners, LLC Reduced -85,609-85.6k
HERITAGE OAK WEALTH ADVISORS LLC Sold out -75,552-75.6k
Mariner, LLC Reduced -72,800-72.8k
Atria Investments, Inc Reduced -67,749-67.7k
O'Connor Financial Group LLC Reduced -28,488-28.5k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
FMR LLC 13G · institution +4.3 pts · filed 2026-08-06 17.5% +4.3 pts 2.5m≈ $239.1m 2026-08-06

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 2,500,6092.5m $239.1m $239.1m 0.01% Added +575.1k +575,120
2 Advocacy Wealth Management, LLC 3.87% of their portfolio ATLANTA, GA 1,115,3351.1m $106.6m $106.6m 3.87% Added +34.5k +34,527
3 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 745,492745.5k $71.3m $71.3m 0.02% Reduced -268.8k -268,810
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 570,273570.3k $54.5m $54.5m 0.01% Added +54.0k +53,955
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 441,550441.6k $42.2m $42.2m 0.00% Added +17.8k +17,751
6 TD Capital Management LLC 3.44% of their portfolio MEMPHIS, TN 440,019440.0k $42.1m $42.1m 3.44% Added +4.0k +3,987
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 394,513394.5k $37.7m $37.7m 0.00% Added +203 +203
8 GREAT VALLEY ADVISOR GROUP, INC. 0.56% of their portfolio WILMINGTON, DE 370,534370.5k $35.4m $35.4m 0.56% Added +26.8k +26,806
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 331,094331.1k $31.7m $31.7m 0.00% Added +46.5k +46,489
10 KELLY FINANCIAL GROUP LLC 6.36% of their portfolio Wethersfield, CT 299,442299.4k $28.6m $28.6m 6.36% Added +16.7k +16,665
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 261,567261.6k $25.0m $25.0m 0.01% Reduced -150.7k -150,666
12 O'Connor Financial Group LLC 6.86% of their portfolio QUINCY, IL 202,851202.9k $19.4m $19.4m 6.86% Reduced -28.5k -28,488
13 Beacon Capital Management, Inc. 1.13% of their portfolio DAYTON, OH 194,710194.7k $18.6m $18.6m 1.13% Added +1.6k +1,588
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 168,892168.9k $16.1m $16.1m 0.00% Added +5.7k +5,676
15 OneDigital Investment Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 156,063156.1k $14.9m $14.9m 0.13% Added +13.9k +13,861
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 133,806133.8k $12.8m $12.8m 0.01% Reduced -2.5k -2,469
17 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 125,367125.4k $11.9m $11.9m 0.02% Added +19.7k +19,669
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 103,432103.4k $9.9m $9.9m 0.00% Reduced -5.7k -5,726
19 Visionary Wealth Advisors 0.35% of their portfolio O'FALLON, IL 92,60792.6k $8.9m $8.9m 0.35% Added +3.2k +3,183
20 Gateway Wealth Partners, LLC 0.52% of their portfolio APPLETON, WI 90,41190.4k $8.6m $8.6m 0.52% Reduced -85.6k -85,609
21 EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio Oklahoma City, OK 88,71988.7k $8.5m $8.5m 0.04% Added +8.9k +8,934
22 Treasure Coast Financial Planning 4.01% of their portfolio VERO BEACH, FL 85,94585.9k $8.2m $8.2m 4.01% Added +5.2k +5,202
23 VALLEY NATIONAL ADVISERS INC 0.85% of their portfolio BETHLEHEM, PA 80,06180.1k $7.7m $7.7m 0.85% Added +16.8k +16,844
24 Dynamic Advisor Solutions LLC 0.21% of their portfolio PHOENIX, AZ 77,85577.9k $7.4m $7.4m 0.21% Added +7.7k +7,694
25 CarsonAllaria Wealth Management, Ltd. 3.08% of their portfolio GLEN CARBON, IL 74,41674.4k $7.1m $7.1m 3.08% Added +7.6k +7,601
26 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 70,67270.7k $6.8m $6.8m 0.01% Reduced -87.9k -87,886
27 Modera Wealth Management, LLC 0.07% of their portfolio WESTWOOD, NJ 69,40669.4k $6.6m $6.6m 0.07% New
28 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 69,11969.1k $6.6m $6.6m 0.00% Added +855 +855
29 HOWLAND CAPITAL MANAGEMENT LLC 0.22% of their portfolio BOSTON, MA 64,25064.2k $6.1m $6.1m 0.22% Reduced -6.2k -6,196
30 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 56,90156.9k $5.4m $5.4m 0.00% Added +2.1k +2,129
31 Essex Financial Services, Inc. 0.26% of their portfolio ESSEX, CT 55,25655.3k $5.3m $5.3m 0.26% Added +2.2k +2,216
32 Atria Investments, Inc 0.05% of their portfolio Charlotte, NC 54,61054.6k $5.2m $5.2m 0.05% Reduced -67.7k -67,749
33 MAIMON WEALTH MANAGEMENT LTD. 3.94% of their portfolio RA'ANANA, L3 53,53053.5k $5.1m $5.1m 3.94% Added +7.2k +7,180
34 Beckerman Institutional, LLC 2.43% of their portfolio OCEAN GROVE, NJ 53,49653.5k $5.1m $5.1m 2.43% Reduced -371 -371
35 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 52,47652.5k $5.0m $5.0m 0.01% Reduced -113.8k -113,798
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 50,88750.9k $4.9m $4.9m 0.01% Reduced -3.1k -3,125
37 Wealth Advisors of Iowa, LLC 1.30% of their portfolio WEST DES MOINES, IA 50,33950.3k $4.8m $4.8m 1.30% Added +763 +763
38 SkyOak Wealth, LLC 0.76% of their portfolio SOUTHFIELD, MI 48,70748.7k $4.7m $4.7m 0.76% Added +722 +722
39 Legacy Capital Group California, Inc. 1.35% of their portfolio LOS GATOS, CA 46,97447.0k $4.5m $4.5m 1.35% Added +3.5k +3,481
40 Mariner, LLC 0.00% of their portfolio Overland Park, KS 41,42741.4k $4.0m $4.0m 0.00% Reduced -72.8k -72,800
41 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 40,80040.8k $3.9m $3.9m 0.07% Reduced -2.0k -1,964
42 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,35238.4k $3.7m $3.7m 0.00% Added +1.4k +1,355
43 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 35,14035.1k $3.4m $3.4m 0.07% Reduced -152 -152
44 SAGE RHINO CAPITAL LLC 0.55% of their portfolio MENLO PARK, CA 34,94734.9k $3.3m $3.3m 0.55% Added +5.3k +5,268
45 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 29,94229.9k $2.9m $2.9m 0.00% Added +5.6k +5,559
46 Barnes Wealth Management Group, Inc 1.28% of their portfolio Bakersfield, CA 28,95329.0k $2.8m $2.8m 1.28% Reduced -64 -64
47 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 28,19328.2k $2.7m $2.7m 0.01% Reduced -2.4k -2,416
48 NEW WAVE WEALTH ADVISORS LLC 0.36% of their portfolio SPRINGDALE, AR 27,22227.2k $2.6m $2.6m 0.36% Added +24.1k +24,101
49 RFG Advisory, LLC 0.04% of their portfolio BIRMINGHAM, AL 26,45726.5k $2.5m $2.5m 0.04% Added +10.0k +9,979
50 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 26,06326.1k $2.5m $2.5m 0.02% Added +1.3k +1,342
51 TD Waterhouse Canada Inc. 0.01% of their portfolio TORONTO, A6 25,62925.6k $2.4m $2.4m 0.01% Added +21.2k +21,214
52 Family Investment Center, Inc. 0.41% of their portfolio Saint Joseph, MO 25,58825.6k $2.4m $2.4m 0.41% Reduced -226 -226
53 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 22,79822.8k $2.2m $2.2m 0.00% Reduced -3.5k -3,505
54 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 21,83121.8k $2.1m $2.1m 0.01% Added +728 +728
55 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 20,91120.9k $2.0m $2.0m 0.00% Added +814 +814
56 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 20,69420.7k $2.0m $2.0m 0.00% Added +3.4k +3,379
57 PATTEN & PATTEN INC/TN 0.10% of their portfolio CHATTANOOGA, TN 20,43920.4k $2.0m $2.0m 0.10% Added +1.2k +1,170
58 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 19,23219.2k $1.8m $1.8m 0.01% Added +2.5k +2,486
59 PAX Financial Group, LLC 0.27% of their portfolio SAN ANTONIO, TX 19,03119.0k $1.8m $1.8m 0.27% Reduced -978 -978
60 GeoWealth Management, LLC 0.06% of their portfolio CHICAGO, IL 18,98319.0k $1.8m $1.8m 0.06% Reduced -5.3k -5,287
61 Avestar Capital, LLC 0.10% of their portfolio New York, NY 17,98618.0k $1.7m $1.7m 0.10% Added +612 +612
62 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 17,98318.0k $1.7m $1.7m 0.03% Reduced -1.3k -1,349
63 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 17,62217.6k $1.7m $1.7m 0.00% Added +6.9k +6,937
64 BankPlus Wealth Management LLC 0.72% of their portfolio JACKSON, MS 16,66716.7k $1.6m $1.6m 0.72% Reduced -1.5k -1,463
65 Aviance Capital Partners, LLC 0.16% of their portfolio NAPLES, FL 16,25016.2k $1.6m $1.6m 0.16% Added +5.8k +5,818
66 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 15,51215.5k $1.5m $1.5m 0.00% New
67 Sand Hill Global Advisors, LLC 0.04% of their portfolio Palo Alto, CA 15,35915.4k $1.5m $1.5m 0.04% Added +1.5k +1,514
68 Smartleaf Asset Management LLC 0.04% of their portfolio BOSTON, MA 13,80013.8k $1.3m $1.3m 0.04% Unchanged
69 Compass Financial Group, Inc. 0.53% of their portfolio DEERFIELD BEACH, FL 13,10413.1k $1.3m $1.3m 0.53% Added +149 +149
70 Krilogy Financial LLC 0.04% of their portfolio ST. LOUIS, MO 13,04013.0k $1.2m $1.2m 0.04% Reduced -42 -42
71 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 12,86512.9k $1.2m $1.2m 0.04% Added +835 +835
72 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,99912.0k $1.1m $1.1m 0.00% New
73 IHT Wealth Management, LLC 0.02% of their portfolio Chicago, IL 11,51011.5k $1.1m $1.1m 0.02% Reduced -172 -172
74 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 11,29511.3k $1.1m $1.1m 0.00% Reduced -96 -96
75 Midwest Financial Network, LLC 0.73% of their portfolio TINLEY PARK, IL 11,23111.2k $1.1m $1.1m 0.73% Reduced -2.2k -2,217
76 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 10,57610.6k $1.0m $1.0m 0.02% New
77 Legacy Capital Wealth Partners, LLC 0.19% of their portfolio LITTLE ROCK, AR 10,36010.4k $990.5k $990.5k 0.19% Reduced -6.4k -6,374
78 GREATMARK INVESTMENT PARTNERS, INC. 0.11% of their portfolio COLUMBUS, GA 10,35710.4k $990.2k $990.2k 0.11% Reduced -100 -100
79 Syverson Strege & Co 0.21% of their portfolio WEST DES MOINES, IA 10,19910.2k $975.2k $975.2k 0.21% Reduced -21 -21
80 Synergy Asset Management, LLC 0.09% of their portfolio VANCOUVER, WA 9,5679.6k $914.7k $914.7k 0.09% New
81 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 9,4439.4k $902.8k $902.8k 0.02% Added +15 +15
82 Trek Financial, LLC 0.04% of their portfolio Scottsdale, AZ 9,1549.2k $875.2k $875.2k 0.04% New
83 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 8,8078.8k $842.1k $842.1k 0.01% Reduced -5.2k -5,221
84 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 8,2488.2k $788.6k $788.6k 0.00% Unchanged
85 NOTTINGHAM ADVISORS, INC. 0.09% of their portfolio AMHERST, NY 8,1188.1k $774.1k $774.1k 0.09% Added +3.7k +3,670
86 Ameritas Advisory Services, LLC 0.02% of their portfolio Lincoln, NE 8,0768.1k $772.1k $772.1k 0.02% Added +5.1k +5,059
87 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,0048.0k $765.3k $765.3k 0.00% Reduced -2.9k -2,882
88 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,7767.8k $743.5k $743.5k 0.00% Reduced -590 -590
89 Waverly Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 7,7627.8k $742.1k $742.1k 0.00% Reduced -1.2k -1,227
90 Charter Capital Management, LLC\DE 0.32% of their portfolio BROOKFIELD, WI 7,5337.5k $720.2k $720.2k 0.32% Reduced -247 -247
91 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 7,1847.2k $686.9k $686.9k 0.00% Unchanged
92 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,6106.6k $632.0k $632.0k 0.00% Reduced -58 -58
93 CALDWELL SUTTER CAPITAL, INC. 0.24% of their portfolio SAUSALITO, CA 6,5366.5k $624.9k $624.9k 0.24% Added +173 +173
94 CGC Financial Services, LLC 0.14% of their portfolio LAKE OSWEGO, OR 6,3516.4k $607.2k $607.2k 0.14% Added +1.4k +1,356
95 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 6,1386.1k $586.9k $586.9k 0.02% Reduced -3.7k -3,715
96 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 6,1256.1k $585.6k $585.6k 0.01% Unchanged
97 Mayfair Advisory Group, LLC 0.17% of their portfolio BIRMINGHAM, AL 5,8625.9k $557.9k $557.9k 0.17% Reduced -22 -22
98 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 5,8045.8k $554.9k $554.9k 0.00% Reduced -16.5k -16,453
99 Copper Harbor Investment Advisors, LLC 0.11% of their portfolio APPLETON, WI 5,6345.6k $538.7k $538.7k 0.11% First filing
100 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 5,6205.6k $538.2k $538.2k 0.01% Added +30 +30