PIMCO ETF TR LDUR
ENHNCD LW DUR AC · ETP · CUSIP 72201R718
160
institutional holders
10.4m
shares reported held*
$996.6mreported value*
* 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. Holder counts are more reliable. Implied quarter-end price ≈ $95.38.
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.
| Holder | Stake |
|---|---|
| FMR LLC 13G · institution +4.3 pts · filed 2026-08-06 | 17.5% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| CWM, LLC 1.21% of their portfolio | 1.6m $152.4m | — |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC 9.45% of their portfolio | 1.3m $121.1m | — |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 740.1k $70.1m | — |
| Sequoia Financial Advisors, LLC 1.60% of their portfolio | 535.4k $50.7m | — |
| OSAIC HOLDINGS, INC. 0.11% of their portfolio | 521.6k $49.4m | — |
| MORGAN STANLEY 0.01% of their portfolio | 510.8k $48.4m | — |
| HighTower Advisors, LLC 0.12% of their portfolio | 460.1k $43.6m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 350.3k $33.2m | — |
| Elwood & Goetz Wealth Advisory Group, LLC 10.13% of their portfolio | 316.7k $30.0m | — |
| TD Capital Management LLC 3.60% of their portfolio | 274.1k $26.0m | — |
| UBS Group AG 0.01% of their portfolio | 268.1k $25.4m | — |
| HOWLAND CAPITAL MANAGEMENT LLC 1.22% of their portfolio | 200.0k $18.9m | — |
| TOBIAS FINANCIAL ADVISORS, INC. 6.54% of their portfolio | 195.7k $18.5m | — |
| Kathmere Capital Management, LLC 3.56% of their portfolio | 188.7k $17.9m | — |
| ACCESS FINANCIAL SERVICES, INC. 10.74% of their portfolio | 175.1k $16.6m | — |
| Cerity Partners LLC 0.19% of their portfolio | 163.6k $15.5m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 152.7k $14.5m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 144.7k $13.7m | — |
| LPL Financial LLC 0.01% of their portfolio | 137.8k $13.1m | — |
| Treasure Coast Financial Planning 9.73% of their portfolio | 128.1k $12.1m | — |
| Antonetti Capital Management LLC 13.95% of their portfolio | 127.9k $12.1m | — |
| HUB Investment Partners, LLC 3.44% of their portfolio | 120.1k $11.4m | — |
| MGO ONE SEVEN LLC 0.62% of their portfolio | 98.1k $16.1m | — |
| Raymond James Financial Services Advisors, Inc. 0.02% of their portfolio | 91.9k $8.7m | — |
| Austin Private Wealth, LLC 1.57% of their portfolio | 78.7k $7.4m | — |
| GREATMARK INVESTMENT PARTNERS, INC. 1.25% of their portfolio | 68.2k $6.5m | — |
| FIRST NATIONAL CORP /MA/ /ADV 1.74% of their portfolio | 67.1k $6.4m | — |
| VALLEY NATIONAL ADVISERS INC 1.30% of their portfolio | 66.7k $6.3m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 62.1k $5.9m | — |
| IFP Advisors, Inc 0.15% of their portfolio | 59.4k $5.9m | — |
| Integrated Wealth Concepts LLC 0.16% of their portfolio | 53.3k $5.0m | — |
| CreativeOne Wealth, LLC 0.27% of their portfolio | 46.6k $4.4m | — |
| CarsonAllaria Wealth Management, Ltd. 3.86% of their portfolio | 43.9k $4.2m | — |
| SkyOak Wealth, LLC 1.34% of their portfolio | 39.6k $3.8m | — |
| Syverson Strege & Co 1.69% of their portfolio | 35.1k $3.3m | — |
| Aevitas Wealth Management, Inc. 2.48% of their portfolio | 34.8k $3.3m | — |
| Baker Ellis Asset Management LLC 0.72% of their portfolio | 34.7k $3.3m | — |
| Koshinski Asset Management, Inc. 0.37% of their portfolio | 32.5k $3.1m | — |
| Atria Wealth Solutions, Inc. 0.05% of their portfolio | 32.3k $3.1m | — |
| Clear Creek Financial Management, LLC 0.67% of their portfolio | 32.1k $3.0m | — |
| StrongBox Wealth, LLC 2.20% of their portfolio | 32.1k $3.0m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 30.4k $2.9m | — |
| Brookstone Capital Management 0.07% of their portfolio | 30.2k $2.8m | — |
| NewEdge Advisors, LLC 0.04% of their portfolio | 26.6k $2.5m | — |
| Cetera Investment Advisers 0.04% of their portfolio | 25.1k $2.4m | — |
| Anfield Capital Management, LLC 1.13% of their portfolio | 25.0k $2.4m | — |
| Dynamic Advisor Solutions LLC 0.16% of their portfolio | 22.8k $2.2m | — |
| American Institute for Advanced Investment Management, LLP 1.97% of their portfolio | 22.3k $2.1m | — |
| EAGLE ROCK INVESTMENT COMPANY, LLC 0.48% of their portfolio | 19.4k $1.8m | — |
| OneDigital Investment Advisors LLC 0.07% of their portfolio | 18.6k $1.8m | — |
| Columbus Macro, LLC 0.69% of their portfolio | 17.8k $1.7m | — |
| Essex Financial Services, Inc. 0.20% of their portfolio | 17.7k $1.7m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 16.7k $1.6m | — |
| Advisory Services Network, LLC 0.05% of their portfolio | 16.2k $1.5m | — |
| Avestar Capital, LLC 0.42% of their portfolio | 16.1k $1.5m | — |
| Cedar Wealth Management, LLC 0.75% of their portfolio | 16.0k $1.5m | — |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 15.9k $1.5m | — |
| AJ WEALTH STRATEGIES, LLC 0.08% of their portfolio | 15.4k $1.5m | — |
| MML INVESTORS SERVICES, LLC 0.01% of their portfolio | 15.1k $1.4m | — |
| Compass Financial Group, Inc. 0.93% of their portfolio | 14.7k $1.4m | — |
| SIGNET FINANCIAL MANAGEMENT, LLC 0.25% of their portfolio | 13.6k $1.3m | — |
| PAX Financial Group, LLC 0.31% of their portfolio | 12.8k $1.2m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 12.7k $1.2m | — |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 12.5k $1.2m | — |
| Lionsbridge Wealth Management LLC 1.70% of their portfolio | 12.5k $1.2m | — |
| Prospera Financial Services Inc 0.06% of their portfolio | 11.5k $1.1m | — |
| Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio | 11.1k $1.1m | — |
| Capital Advisors, Ltd. LLC 0.20% of their portfolio | 11.1k $1.0m | — |
| Ausdal Financial Partners, Inc. 0.16% of their portfolio | 10.9k $1.0m | — |
| Cooper Financial Group 0.37% of their portfolio | 10.9k $1.0m | — |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.15% of their portfolio | 10.9k $1.0m | — |
| DAVENPORT & Co LLC 0.01% of their portfolio | 10.5k $997.0k | — |
| HARBOUR INVESTMENTS, INC. 0.07% of their portfolio | 10.5k $1.0m | — |
| RFG Advisory, LLC 0.05% of their portfolio | 10.3k $958.0k | — |
| Fernwood Investment Management, LLC 0.40% of their portfolio | 10.0k $947.0k | — |
| WBH ADVISORY INC 0.13% of their portfolio | 9.6k $911.0k | — |
| Orion Portfolio Solutions, LLC 0.04% of their portfolio | 9.5k $897.0k | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.01% of their portfolio | 9.3k $880.0k | — |
| TrinityPoint Wealth, LLC 0.20% of their portfolio | 9.2k $870.0k | — |
| CGN Advisors LLC 0.21% of their portfolio | 8.9k $838.0k | — |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 8.8k $837.0k | — |
| Cedar Brook Financial Partners, LLC 0.24% of their portfolio | 8.0k $758.6k | — |
| TD Waterhouse Canada Inc. 0.01% of their portfolio | 7.4k $700.8k | — |
| FinTrust Capital Advisors, LLC 0.18% of their portfolio | 7.3k $688.0k | — |
| Aviance Capital Partners, LLC 0.17% of their portfolio | 7.3k $691.0k | — |
| SYM FINANCIAL Corp 0.33% of their portfolio | 7.2k $684.0k | — |
| ARBOR TRUST WEALTH ADVISORS, LLC 0.52% of their portfolio | 7.2k $678.0k | — |
| Procyon Advisors, LLC 0.15% of their portfolio | 6.6k $623.0k | — |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 6.5k $615.0k | — |
| Main Street Financial Solutions, LLC 0.10% of their portfolio | 6.4k $608.0k | — |
| Parallel Advisors, LLC 0.03% of their portfolio | 6.4k $606.0k | — |
| Wealthspire Retirement, LLC 0.15% of their portfolio | 6.3k $596.7k | — |
| Advisory Alpha, LLC 0.04% of their portfolio | 6.2k $588.0k | — |
| STEPHENS INC /AR/ 0.01% of their portfolio | 6.1k $580.0k | — |
| CPWM, LLC 0.05% of their portfolio | 6.0k $565.0k | — |
| Mayflower Financial Advisors, LLC 0.09% of their portfolio | 5.9k $561.0k | — |
| PLANNING DIRECTIONS INC 0.45% of their portfolio | 5.9k $556.0k | — |
| Triton Financial Group Inc 0.41% of their portfolio | 5.0k $476.0k | — |
| MONEY CONCEPTS CAPITAL CORP 0.03% of their portfolio | 4.9k $467.0k | — |
| Krilogy Financial LLC 0.06% of their portfolio | 4.9k $466.0k | — |