Vault-13

PIMCO ETF TR LDUR

ENHNCD LW DUR AC · ETP · CUSIP 72201R718

162 institutional holders +2 vs Q1 2025
7,514,6807.5m shares reported held*
$720.2mreported value*
14 new 75 added 50 reduced 16 sold out net bought ≈ $60.9m (+634.4k 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 ($2.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.84.

Trends to Q2 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: 160Q2 25: 162162Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025162

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 68 bought or addedQ3 23: 68 cut or sold outQ4 23: 63 bought or addedQ4 23: 77 cut or sold outQ4 23Q1 24: 71 bought or addedQ1 24: 79 cut or sold outQ2 24: 58 bought or addedQ2 24: 85 cut or sold outQ2 24Q3 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 25
Numbers
QuarterBought or addedCut or sold out
Q3 20236868
Q4 20236377
Q1 20247179
Q2 20245885
Q3 20246575
Q4 20245978
Q1 20259468
Q2 20258966

Biggest buyers

WELLS FARGO & COMPANY/MN Added +355,634+355.6k
Astor Investment Management LLC Added +111,260+111.3k
ENVESTNET ASSET MANAGEMENT INC Added +102,555+102.6k
ROYAL BANK OF CANADA Added +81,388+81.4k
Atria Investments, Inc Added +38,329+38.3k
RAYMOND JAMES FINANCIAL INC Added +33,292+33.3k
Advocacy Wealth Management, LLC Added +30,297+30.3k
Legacy Capital Group California, Inc. Added +30,060+30.1k
LPL Financial LLC Added +24,076+24.1k
MORGAN STANLEY Added +23,552+23.6k

Biggest sellers

ACCESS FINANCIAL SERVICES, INC. Sold out -124,232-124.2k
CWM, LLC Reduced -99,835-99.8k
CITADEL ADVISORS LLC Reduced -58,080-58.1k
Mariner, LLC Sold out -41,059-41.1k
JANE STREET GROUP, LLC Reduced -34,943-34.9k
49 WEALTH MANAGEMENT, LLC Sold out -20,838-20.8k
Austin Private Wealth, LLC Reduced -17,655-17.7k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -13,791-13.8k
GREATMARK INVESTMENT PARTNERS, INC. Reduced -5,590-5.6k
Procyon Advisors, LLC Reduced -5,084-5.1k

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 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.29% of their portfolio OMAHA, NE 867,095867.1k $83.1m $83.1m 0.29% Reduced -99.8k -99,835
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 648,644648.6k $62.2m $62.2m 0.01% Added +355.6k +355,634
3 Advocacy Wealth Management, LLC 2.59% of their portfolio ATLANTA, GA 439,985440.0k $42.2m $42.2m 2.59% Added +30.3k +30,297
4 TD Capital Management LLC 3.95% of their portfolio MEMPHIS, TN 437,042437.0k $41.9m $41.9m 3.95% Added +9.0k +9,021
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 402,662402.7k $38.6m $38.6m 0.01% Added +24.1k +24,076
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 360,068360.1k $34.5m $34.5m 0.00% Added +11.5k +11,453
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 354,441354.4k $34.0m $34.0m 0.00% Added +23.6k +23,552
8 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 250,872250.9k $24.0m $24.0m 0.00% Added +9.6k +9,638
9 KELLY FINANCIAL GROUP LLC 6.93% of their portfolio Wethersfield, CT 249,893249.9k $23.9m $23.9m 6.93% Added +1.5k +1,493
10 O'Connor Financial Group LLC 9.06% of their portfolio QUINCY, IL 215,648215.6k $20.6m $20.6m 9.06% Added +8.6k +8,629
11 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 213,441213.4k $20.5m $20.5m 0.01% Added +102.6k +102,555
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 209,141209.1k $19.9m $19.9m 0.03% Reduced -3.6k -3,581
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 195,891195.9k $18.8m $18.8m 0.00% Added +1.4k +1,364
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 188,946188.9k $18.1m $18.1m 0.00% Added +81.4k +81,388
15 Astor Investment Management LLC 9.59% of their portfolio CHICAGO, IL 185,159185.2k $17.7m $17.7m 9.59% Added +111.3k +111,260
16 OneDigital Investment Advisors LLC 0.18% of their portfolio OVERLAND PARK, KS 170,588170.6k $16.3m $16.3m 0.18% Added +23.5k +23,531
17 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 131,354131.4k $12.6m $12.6m 0.02% Added +4.2k +4,188
18 Dynamic Advisor Solutions LLC 0.29% of their portfolio PHOENIX, AZ 98,19298.2k $9.4m $9.4m 0.29% Added +993 +993
19 FIRST NATIONAL CORP /MA/ /ADV 1.81% of their portfolio ROCKLAND, MA 93,70393.7k $9.0m $9.0m 1.81% Added +5.0k +5,007
20 HOWLAND CAPITAL MANAGEMENT LLC 0.30% of their portfolio BOSTON, MA 77,97478.0k $7.5m $7.5m 0.30% Added +934 +934
21 Beckerman Institutional, LLC 4.16% of their portfolio OCEAN GROVE, NJ 65,43365.4k $6.3m $6.3m 4.16% Added +1.6k +1,592
22 Atria Investments, Inc 0.07% of their portfolio Charlotte, NC 63,99964.0k $6.1m $6.1m 0.07% Added +38.3k +38,329
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 57,35357.4k $5.5m $5.5m 0.00% Added +33.3k +33,292
24 CarsonAllaria Wealth Management, Ltd. 2.58% of their portfolio GLEN CARBON, IL 50,29350.3k $4.8m $4.8m 2.58% Added +1.5k +1,470
25 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 49,75649.8k $4.8m $4.8m 0.01% Added +21.6k +21,566
26 VALLEY NATIONAL ADVISERS INC 0.75% of their portfolio BETHLEHEM, PA 47,87747.9k $4.6m $4.6m 0.75% Added +1.4k +1,350
27 Legacy Capital Group California, Inc. 1.26% of their portfolio LOS GATOS, CA 47,30247.3k $4.5m $4.5m 1.26% Added +30.1k +30,060
28 Essex Financial Services, Inc. 0.28% of their portfolio ESSEX, CT 44,38044.4k $4.3m $4.3m 0.28% Added +625 +625
29 SIGNET FINANCIAL MANAGEMENT, LLC 0.52% of their portfolio PARSIPPANY, NJ 43,13043.1k $4.1m $4.1m 0.52% Added +71 +71
30 SkyOak Wealth, LLC 0.83% of their portfolio SOUTHFIELD, MI 42,92642.9k $4.1m $4.1m 0.83% Added +416 +416
31 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 42,80942.8k $4.1m $4.1m 0.01% Added +19.8k +19,768
32 AIFG Consultants Ltd. 7.81% of their portfolio HALFMOON, NY 41,80541.8k $4.0m $4.0m 7.81% Added +876 +876
33 Treasure Coast Financial Planning 2.32% of their portfolio VERO BEACH, FL 41,48641.5k $4.0m $4.0m 2.32% Added +798 +798
34 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 37,22937.2k $3.6m $3.6m 0.00% Reduced -2.2k -2,198
35 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 34,16834.2k $3.3m $3.3m 0.09% Added +3.0k +2,981
36 MGO ONE SEVEN LLC 0.10% of their portfolio Beachwood, OH 33,66733.7k $3.2m $3.2m 0.10% Added +9.6k +9,558
37 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 30,24530.2k $2.9m $2.9m 0.01% Reduced -795 -795
38 RFG Advisory, LLC 0.07% of their portfolio BIRMINGHAM, AL 30,04530.0k $2.9m $2.9m 0.07% Added +2.6k +2,578
39 Barnes Wealth Management Group, Inc 1.53% of their portfolio Bakersfield, CA 27,11127.1k $2.6m $2.6m 1.53% Added +410 +410
40 Clear Creek Financial Management, LLC 0.24% of their portfolio SILVERDALE, WA 26,60726.6k $2.5m $2.5m 0.24% Reduced -1.8k -1,840
41 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 26,28926.3k $2.5m $2.5m 0.00% Reduced -58.1k -58,080
42 PFG Advisors 0.12% of their portfolio Phoenix, AZ 26,19026.2k $2.5m $2.5m 0.12% Added +565 +565
43 SAGE RHINO CAPITAL LLC 0.52% of their portfolio MENLO PARK, CA 25,77225.8k $2.5m $2.5m 0.52% Reduced -3.0k -2,959
44 CreativeOne Wealth, LLC 0.06% of their portfolio OVERLAND PARK, KS 23,92323.9k $2.3m $2.3m 0.06% Added +6.6k +6,569
45 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 23,70723.7k $2.3m $2.3m 0.02% Reduced -771 -771
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,23923.2k $2.2m $2.2m 0.01% Reduced -608 -608
47 PAX Financial Group, LLC 0.40% of their portfolio SAN ANTONIO, TX 21,63521.6k $2.1m $2.1m 0.40% Reduced -2.9k -2,865
48 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 21,03021.0k $2.0m $2.0m 0.01% Added +12.5k +12,452
49 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 20,31220.3k $1.9m $1.9m 0.01% Reduced -13 -13
50 PATTEN & PATTEN INC/TN 0.13% of their portfolio CHATTANOOGA, TN 20,24820.2k $1.9m $1.9m 0.13% Reduced -1.4k -1,403
51 GREAT VALLEY ADVISOR GROUP, INC. 0.04% of their portfolio WILMINGTON, DE 19,50419.5k $1.9m $1.9m 0.04% New
52 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 18,95419.0k $1.8m $1.8m 0.01% Reduced -1.3k -1,335
53 GeoWealth Management, LLC 0.07% of their portfolio CHICAGO, IL 18,56718.6k $1.8m $1.8m 0.07% Added +7.2k +7,150
54 Legacy Capital Wealth Partners, LLC 0.39% of their portfolio LITTLE ROCK, AR 18,07718.1k $1.7m $1.7m 0.39% Added +4.1k +4,074
55 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 17,96918.0k $1.7m $1.7m 0.01% Added +2.1k +2,117
56 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 17,90317.9k $1.7m $1.7m 0.00% Added +3.8k +3,798
57 Avestar Capital, LLC 0.12% of their portfolio New York, NY 17,09017.1k $1.6m $1.6m 0.12% Added +335 +335
58 Farther Finance Advisors, LLC 0.03% of their portfolio SAN FRANCISCO, CA 16,85016.9k $1.6m $1.6m 0.03% Added +4.9k +4,931
59 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 14,70914.7k $1.4m $1.4m 0.00% Reduced -34.9k -34,943
60 Family Investment Center, Inc. 0.31% of their portfolio Saint Joseph, MO 14,37314.4k $1.4m $1.4m 0.31% Added +44 +44
61 Omnitrust Wealth Management, Inc 1.60% of their portfolio JACKSONVILLE, FL 14,19314.2k $1.4m $1.4m 1.60% First filing
62 GREATMARK INVESTMENT PARTNERS, INC. 0.17% of their portfolio COLUMBUS, GA 13,72713.7k $1.3m $1.3m 0.17% Reduced -5.6k -5,590
63 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 13,31013.3k $1.3m $1.3m 0.00% Reduced -1.6k -1,602
64 Compass Financial Group, Inc. 0.63% of their portfolio DEERFIELD BEACH, FL 13,21613.2k $1.3m $1.3m 0.63% Reduced -225 -225
65 Syverson Strege & Co 0.30% of their portfolio WEST DES MOINES, IA 13,06313.1k $1.3m $1.3m 0.30% Added +388 +388
66 Sand Hill Global Advisors, LLC 0.05% of their portfolio Palo Alto, CA 12,96613.0k $1.2m $1.2m 0.05% New
67 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 12,70412.7k $1.2m $1.2m 0.01% Reduced -772 -772
68 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 12,67012.7k $1.2m $1.2m 0.04% Added +795 +795
69 Midwest Financial Network, LLC 1.19% of their portfolio TINLEY PARK, IL 12,54812.5k $1.2m $1.2m 1.19% Added +396 +396
70 Krilogy Financial LLC 0.06% of their portfolio ST. LOUIS, MO 11,43111.4k $1.1m $1.1m 0.06% Added +3 +3
71 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 10,77710.8k $1.0m $1.0m 0.00% Reduced -4.5k -4,524
72 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 10,55810.6k $1.0m $1.0m 0.01% Unchanged
73 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 9,9159.9k $950.2k $950.2k 0.02% Added +4.0k +3,988
74 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 9,8949.9k $948.1k $948.1k 0.01% New
75 OneAscent Financial Services LLC 0.07% of their portfolio BIRMINGHAM, AL 9,6429.6k $923.0k $923.0k 0.07% Added +5.1k +5,124
76 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,4259.4k $903.2k $903.2k 0.00% Reduced -232 -232
77 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 9,1209.1k $872.3k $872.3k 0.01% Added +2.7k +2,748
78 BankPlus Wealth Management LLC 0.57% of their portfolio JACKSON, MS 9,0119.0k $863.5k $863.5k 0.57% Added +484 +484
79 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 8,7368.7k $837.2k $837.2k 0.02% Added +986 +986
80 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 8,4728.5k $813.1k $813.1k 0.02% Reduced -213 -213
81 WIN ADVISORS, INC 0.38% of their portfolio PALM BEACH GARDENS, FL 8,2208.2k $787.8k $787.8k 0.38% Reduced -873 -873
82 Charter Capital Management, LLC\DE 0.46% of their portfolio BROOKFIELD, WI 8,1928.2k $785.1k $785.1k 0.46% First filing
83 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 8,1648.2k $782.4k $782.4k 0.00% Added +4.4k +4,449
84 Smart Portfolios, LLC 0.78% of their portfolio LAKE FOREST PARK, WA 8,1168.1k $777.8k $777.8k 0.78% Reduced -142 -142
85 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,0568.1k $772.0k $772.0k 0.00% Added +2.9k +2,881
86 Aviance Capital Partners, LLC 0.10% of their portfolio NAPLES, FL 7,9738.0k $764.1k $764.1k 0.10% Reduced -1.1k -1,100
87 NWF Advisory Services Inc. 0.08% of their portfolio Los Angeles, CA 7,4037.4k $709.4k $709.4k 0.08% Reduced -150 -150
88 CALDWELL SUTTER CAPITAL, INC. 0.32% of their portfolio SAUSALITO, CA 7,3647.4k $705.7k $705.7k 0.32% Reduced -458 -458
89 KEYVANTAGE WEALTH, LLC 0.30% of their portfolio BETHLEHEM, PA 7,0887.1k $679.2k $679.2k 0.30% Reduced -1.1k -1,138
90 Austin Private Wealth, LLC 0.05% of their portfolio Austin, TX 6,5436.5k $627.0k $627.0k 0.05% Reduced -17.7k -17,655
91 JGP Wealth Management, LLC 0.07% of their portfolio BEND, OR 6,3806.4k $611.4k $611.4k 0.07% New
92 Mayfair Advisory Group, LLC 0.28% of their portfolio BIRMINGHAM, AL 6,2026.2k $592.6k $592.6k 0.28% Reduced -1.2k -1,249
93 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 6,1256.1k $587.0k $587.0k 0.01% Reduced -152 -152
94 COMERICA BANK 0.00% of their portfolio DALLAS, TX 6,0666.1k $581.3k $581.3k 0.00% Reduced -1.9k -1,920
95 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,8805.9k $563.5k $563.5k 0.00% Added +2.1k +2,072
96 HALBERT HARGROVE GLOBAL ADVISORS, LLC 0.03% of their portfolio LONG BEACH, CA 5,7885.8k $554.6k $554.6k 0.03% Reduced -435 -435
97 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 5,7335.7k $549.4k $549.4k 0.00% Added +3.3k +3,322
98 Accredited Wealth Management, LLC 0.43% of their portfolio LOUISVILLE, KY 5,5185.5k $528.8k $528.8k 0.43% Added +800 +800
99 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 5,4235.4k $519.7k $519.7k 0.01% Added +1.4k +1,400
100 AMERIFLEX GROUP, INC. 0.27% of their portfolio LAS VEGAS, NV 5,3955.4k $516.2k $516.2k 0.27% Added +496 +496