Vault-13

PIMCO ETF TR LDUR

ENHNCD LW DUR AC · ETP · CUSIP 72201R718

160 institutional holders +0 vs Q4 2024
6,873,1716.9m shares reported held*
$659.9mreported value*
24 new 70 added 49 reduced 19 sold out net bought ≈ $9.4m (+100.5k 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 ($454.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.01.

Trends to Q1 2025

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: 160160Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022160
Q4 2022162
Q1 2023160
Q2 2023149
Q3 2023155
Q4 2023160
Q1 2024157
Q2 2024155
Q3 2024151
Q4 2024160
Q1 2025160

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 61 bought or addedQ2 23: 82 cut or sold outQ3 23: 68 bought or addedQ3 23: 68 cut or sold outQ3 23Q4 23: 63 bought or addedQ4 23: 77 cut or sold outQ1 24: 71 bought or addedQ1 24: 79 cut or sold outQ1 24Q2 24: 58 bought or addedQ2 24: 85 cut or sold outQ3 24: 65 bought or addedQ3 24: 75 cut or sold outQ3 24Q4 24: 59 bought or addedQ4 24: 78 cut or sold outQ1 25: 94 bought or addedQ1 25: 68 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20236182
Q3 20236868
Q4 20236377
Q1 20247179
Q2 20245885
Q3 20246575
Q4 20245978
Q1 20259468

Biggest buyers

WELLS FARGO & COMPANY/MN Added +180,428+180.4k
LPL Financial LLC Added +121,268+121.3k
CITADEL ADVISORS LLC Added +75,318+75.3k
Astor Investment Management LLC New +73,899+73.9k
ENVESTNET ASSET MANAGEMENT INC Added +70,025+70.0k
JANE STREET GROUP, LLC Added +43,671+43.7k
JPMORGAN CHASE & CO Added +42,922+42.9k
KELLY FINANCIAL GROUP LLC Added +38,352+38.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +31,225+31.2k
Atria Investments, Inc New +25,670+25.7k

Biggest sellers

Advocacy Wealth Management, LLC Reduced -408,951-409.0k
HighTower Advisors, LLC Reduced -96,782-96.8k
Integrated Wealth Concepts LLC Reduced -89,331-89.3k
Vickerman Investment Advisors, Inc. Sold out -88,028-88.0k
Independent Advisor Alliance Sold out -70,110-70.1k
Austin Private Wealth, LLC Reduced -33,166-33.2k
KEYVANTAGE WEALTH, LLC Reduced -19,390-19.4k
49 WEALTH MANAGEMENT, LLC Reduced -13,412-13.4k
BANK OF AMERICA CORP /DE/ Reduced -11,067-11.1k
OneDigital Investment Advisors LLC Reduced -9,923-9.9k

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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.37% of their portfolio OMAHA, NE 966,930966.9k $92.8m $92.8m 0.37% Added +18.2k +18,178
2 TD Capital Management LLC 4.16% of their portfolio MEMPHIS, TN 428,021428.0k $41.1m $41.1m 4.16% Added +9.8k +9,755
3 Advocacy Wealth Management, LLC 2.68% of their portfolio ATLANTA, GA 409,688409.7k $39.3m $39.3m 2.68% Reduced -409.0k -408,951
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 378,586378.6k $36.3m $36.3m 0.01% Added +121.3k +121,268
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 348,615348.6k $33.5m $33.5m 0.00% Reduced -11.1k -11,067
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 330,889330.9k $31.8m $31.8m 0.00% Added +24.0k +23,989
7 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 293,010293.0k $28.1m $28.1m 0.01% Added +180.4k +180,428
8 KELLY FINANCIAL GROUP LLC 7.45% of their portfolio Wethersfield, CT 248,400248.4k $23.8m $23.8m 7.45% Added +38.4k +38,352
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 241,234241.2k $23.2m $23.2m 0.00% Added +42.9k +42,922
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.04% of their portfolio PLYMOUTH, MN 212,722212.7k $20.4m $20.4m 0.04% Added +31.2k +31,225
11 O'Connor Financial Group LLC 10.33% of their portfolio QUINCY, IL 207,019207.0k $19.9m $19.9m 10.33% Added +4.9k +4,868
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 194,527194.5k $18.7m $18.7m 0.00% Added +14.4k +14,417
13 OneDigital Investment Advisors LLC 0.17% of their portfolio OVERLAND PARK, KS 147,057147.1k $14.1m $14.1m 0.17% Reduced -9.9k -9,923
14 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 127,166127.2k $12.2m $12.2m 0.02% Reduced -96.8k -96,782
15 ACCESS FINANCIAL SERVICES, INC. 4.80% of their portfolio MINNEAPOLIS, MN 124,232124.2k $11.9m $11.9m 4.80% Added +16.3k +16,330
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 110,886110.9k $10.6m $10.6m 0.00% Added +70.0k +70,025
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 107,558107.6k $10.3m $10.3m 0.00% Reduced -937 -937
18 Dynamic Advisor Solutions LLC 0.31% of their portfolio PHOENIX, AZ 97,19997.2k $9.3m $9.3m 0.31% Added +1.2k +1,221
19 FIRST NATIONAL CORP /MA/ /ADV 1.88% of their portfolio ROCKLAND, MA 88,69688.7k $8.5m $8.5m 1.88% Added +8.4k +8,397
20 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 84,36984.4k $8.1m $8.1m 0.01% Added +75.3k +75,318
21 HOWLAND CAPITAL MANAGEMENT LLC 0.33% of their portfolio BOSTON, MA 77,04077.0k $7.4m $7.4m 0.33% Reduced -911 -911
22 Astor Investment Management LLC 3.77% of their portfolio CHICAGO, IL 73,89973.9k $7.1m $7.1m 3.77% New
23 Beckerman Institutional, LLC 4.44% of their portfolio OCEAN GROVE, NJ 63,84163.8k $6.1m $6.1m 4.44% Added +2.4k +2,366
24 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 49,65249.7k $4.8m $4.8m 0.01% Added +43.7k +43,671
25 CarsonAllaria Wealth Management, Ltd. 2.71% of their portfolio GLEN CARBON, IL 48,82348.8k $4.7m $4.7m 2.71% Added +3.1k +3,057
26 VALLEY NATIONAL ADVISERS INC 0.81% of their portfolio BETHLEHEM, PA 46,52746.5k $4.5m $4.5m 0.81% Added +3.7k +3,699
27 Essex Financial Services, Inc. 0.30% of their portfolio ESSEX, CT 43,75543.8k $4.2m $4.2m 0.30% Added +10.2k +10,166
28 SIGNET FINANCIAL MANAGEMENT, LLC 0.56% of their portfolio PARSIPPANY, NJ 43,05943.1k $4.1m $4.1m 0.56% Reduced -3.6k -3,604
29 SkyOak Wealth, LLC 0.89% of their portfolio SOUTHFIELD, MI 42,51042.5k $4.1m $4.1m 0.89% Added +5.2k +5,195
30 Mariner, LLC 0.01% of their portfolio Overland Park, KS 41,05941.1k $3.9m $3.9m 0.01% Added +14.5k +14,496
31 AIFG Consultants Ltd. 6.47% of their portfolio HALFMOON, NY 40,92940.9k $3.9m $3.9m 6.47% Reduced -1.6k -1,638
32 Treasure Coast Financial Planning 2.42% of their portfolio VERO BEACH, FL 40,68840.7k $3.9m $3.9m 2.42% Reduced -233 -233
33 BROWN ADVISORY INC 0.01% of their portfolio BALTIMORE, MD 39,42739.4k $3.8m $3.8m 0.01% Added +5.4k +5,438
34 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 31,18731.2k $3.0m $3.0m 0.09% Added +633 +633
35 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 31,04031.0k $3.0m $3.0m 0.01% Reduced -466 -466
36 SAGE RHINO CAPITAL LLC 0.64% of their portfolio MENLO PARK, CA 28,73128.7k $2.8m $2.8m 0.64% Added +216 +216
37 Clear Creek Financial Management, LLC 0.28% of their portfolio SILVERDALE, WA 28,44728.4k $2.7m $2.7m 0.28% Reduced -1.9k -1,928
38 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 28,19028.2k $2.7m $2.7m 0.01% Added +6.8k +6,771
39 RFG Advisory, LLC 0.07% of their portfolio BIRMINGHAM, AL 27,46727.5k $2.6m $2.6m 0.07% Added +1.7k +1,747
40 Barnes Wealth Management Group, Inc 1.64% of their portfolio Bakersfield, CA 26,70126.7k $2.6m $2.6m 1.64% Added +1.8k +1,819
41 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 25,67025.7k $2.5m $2.5m 0.03% New
42 PFG Advisors 0.14% of their portfolio Phoenix, AZ 25,62525.6k $2.5m $2.5m 0.14% Added +1.3k +1,323
43 PAX Financial Group, LLC 0.42% of their portfolio SAN ANTONIO, TX 24,50024.5k $2.4m $2.4m 0.42% Added +301 +301
44 Integrated Wealth Concepts LLC 0.03% of their portfolio WALTHAM, MA 24,47824.5k $2.3m $2.3m 0.03% Reduced -89.3k -89,331
45 Austin Private Wealth, LLC 0.21% of their portfolio Austin, TX 24,19824.2k $2.3m $2.3m 0.21% Reduced -33.2k -33,166
46 MGO ONE SEVEN LLC 0.09% of their portfolio Beachwood, OH 24,10924.1k $2.3m $2.3m 0.09% Reduced -2.1k -2,115
47 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 24,06124.1k $2.3m $2.3m 0.00% Added +985 +985
48 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,84723.8k $2.3m $2.3m 0.01% Reduced -56 -56
49 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 23,04123.0k $2.2m $2.2m 0.00% Reduced -1.5k -1,549
50 PATTEN & PATTEN INC/TN 0.14% of their portfolio CHATTANOOGA, TN 21,65121.7k $2.1m $2.1m 0.14% Reduced -1.6k -1,576
51 49 WEALTH MANAGEMENT, LLC 0.24% of their portfolio AUSTIN, TX 20,83820.8k $2.0m $2.0m 0.24% Reduced -13.4k -13,412
52 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 20,32520.3k $2.0m $2.0m 0.01% Reduced -99 -99
53 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 20,28920.3k $1.9m $1.9m 0.01% Added +18.0k +18,001
54 GREATMARK INVESTMENT PARTNERS, INC. 0.25% of their portfolio COLUMBUS, GA 19,31719.3k $1.9m $1.9m 0.25% Reduced -3.6k -3,650
55 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,02818.0k $1.7m $1.7m 0.00% New
56 CreativeOne Wealth, LLC 0.05% of their portfolio OVERLAND PARK, KS 17,35417.4k $1.7m $1.7m 0.05% Added +3.6k +3,634
57 Legacy Capital Group California, Inc. 0.58% of their portfolio LOS GATOS, CA 17,24217.2k $1.7m $1.7m 0.58% New
58 Avestar Capital, LLC 0.15% of their portfolio New York, NY 16,75516.8k $1.6m $1.6m 0.15% Reduced -1.0k -1,032
59 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 15,85215.9k $1.5m $1.5m 0.01% Added +2.3k +2,346
60 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 15,30115.3k $1.5m $1.5m 0.00% Added +7.4k +7,384
61 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 14,91214.9k $1.4m $1.4m 0.00% Reduced -5.5k -5,490
62 Family Investment Center, Inc. 0.34% of their portfolio Saint Joseph, MO 14,32914.3k $1.4m $1.4m 0.34% Added +728 +728
63 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 14,10514.1k $1.4m $1.4m 0.00% Added +2.5k +2,481
64 Legacy Capital Wealth Partners, LLC 0.33% of their portfolio LITTLE ROCK, AR 14,00314.0k $1.3m $1.3m 0.33% Added +4.5k +4,464
65 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 13,47613.5k $1.3m $1.3m 0.02% Added +27 +27
66 Compass Financial Group, Inc. 0.66% of their portfolio DEERFIELD BEACH, FL 13,44113.4k $1.3m $1.3m 0.66% Reduced -33 -33
67 Syverson Strege & Co 0.39% of their portfolio WEST DES MOINES, IA 12,67512.7k $1.2m $1.2m 0.39% Added +425 +425
68 Midwest Financial Network, LLC 1.16% of their portfolio TINLEY PARK, IL 12,15212.2k $1.2m $1.2m 1.16% Reduced -112 -112
69 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 11,91911.9k $1.1m $1.1m 0.03% Added +2.7k +2,688
70 FLOW TRADERS U.S. LLC 0.05% of their portfolio NEW YORK, NY 11,87511.9k $1.1m $1.1m 0.05% New
71 Krilogy Financial LLC 0.07% of their portfolio ST. LOUIS, MO 11,42811.4k $1.1m $1.1m 0.07% Added +318 +318
72 GeoWealth Management, LLC 0.04% of their portfolio CHICAGO, IL 11,41711.4k $1.1m $1.1m 0.04% Added +5.0k +4,982
73 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 10,55810.6k $1.0m $1.0m 0.01% New
74 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,6579.7k $926.8k $926.8k 0.00% Reduced -240 -240
75 WIN ADVISORS, INC 0.45% of their portfolio PALM BEACH GARDENS, FL 9,0939.1k $872.7k $872.7k 0.45% New
76 Aviance Capital Partners, LLC 0.12% of their portfolio NAPLES, FL 9,0739.1k $870.8k $870.8k 0.12% Added +3.1k +3,070
77 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 8,6858.7k $834.4k $834.4k 0.02% Reduced -542 -542
78 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 8,5788.6k $823.3k $823.3k 0.01% Added +2.8k +2,773
79 BankPlus Wealth Management LLC 0.60% of their portfolio JACKSON, MS 8,5278.5k $818.4k $818.4k 0.60% Added +220 +220
80 Procyon Advisors, LLC 0.05% of their portfolio SHELTON, CT 8,3548.4k $801.8k $801.8k 0.05% Reduced -1.5k -1,455
81 Smart Portfolios, LLC 0.86% of their portfolio LAKE FOREST PARK, WA 8,2588.3k $792.6k $792.6k 0.86% Reduced -359 -359
82 KEYVANTAGE WEALTH, LLC 0.38% of their portfolio BETHLEHEM, PA 8,2268.2k $789.5k $789.5k 0.38% Reduced -19.4k -19,390
83 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,9868.0k $766.5k $766.5k 0.00% Added +40 +40
84 CALDWELL SUTTER CAPITAL, INC. 0.36% of their portfolio SAUSALITO, CA 7,8227.8k $750.7k $750.7k 0.36% Added +82 +82
85 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 7,7507.8k $743.8k $743.8k 0.02% Added +109 +109
86 NWF Advisory Services Inc. 0.10% of their portfolio Los Angeles, CA 7,5537.6k $724.9k $724.9k 0.10% Added +946 +946
87 Mayfair Advisory Group, LLC 0.41% of their portfolio BIRMINGHAM, AL 7,4517.5k $715.1k $715.1k 0.41% Added +55 +55
88 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 6,5686.6k $630.4k $630.4k 0.00% Reduced -54 -54
89 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 6,3726.4k $611.6k $611.6k 0.01% Added +955 +955
90 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 6,2776.3k $602.4k $602.4k 0.01% Added +152 +152
91 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.03% of their portfolio LONG BEACH, CA 6,2236.2k $597.3k $597.3k 0.03% Added +122 +122
92 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 5,9275.9k $568.8k $568.8k 0.02% Added +2.6k +2,569
93 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 5,3205.3k $510.6k $510.6k 0.01% Added +3.6k +3,633
94 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,1755.2k $497.0k $497.0k 0.00% Reduced -848 -848
95 Capital Advisors, Ltd. LLC 0.06% of their portfolio SHAKER HEIGHTS, OH 5,0425.0k $484.0k $484.0k 0.06% Added +15 +15
96 AMERIFLEX GROUP, INC. 0.19% of their portfolio LAS VEGAS, NV 4,8994.9k $470.2k $470.2k 0.19% Reduced -1.2k -1,181
97 Ausdal Financial Partners, Inc. 0.04% of their portfolio Davenport, IA 4,8884.9k $469.1k $469.1k 0.04% Reduced -104 -104
98 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 4,7964.8k $460.3k $460.3k 0.01% Added +10 +10
99 Accredited Wealth Management, LLC 0.38% of their portfolio LOUISVILLE, KY 4,7184.7k $452.8k $452.8k 0.38% Added +288 +288
100 OneAscent Financial Services LLC 0.03% of their portfolio BIRMINGHAM, AL 4,5184.5k $434.0k $434.0k 0.03% Reduced -4.8k -4,827