Vault-13

PIMCO ETF TR LDUR

ENHNCD LW DUR AC · ETP · CUSIP 72201R718

152 institutional holders -10 vs Q2 2025
8,221,8658.2m shares reported held*
$791.2mreported value*
10 new 60 added 62 reduced 16 sold out net bought ≈ $88.6m (+917.0k 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 ($504.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.23.

Trends to Q3 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: 162Q3 25: 152152Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025152

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 89 bought or addedQ2 25: 66 cut or sold outQ3 25: 70 bought or addedQ3 25: 78 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20236377
Q1 20247179
Q2 20245885
Q3 20246575
Q4 20245978
Q1 20259468
Q2 20258966
Q3 20257078

Biggest buyers

Advocacy Wealth Management, LLC Added +451,566+451.6k
JPMORGAN CHASE & CO Added +285,850+285.9k
Beacon Capital Management, Inc. New +255,336+255.3k
Gateway Wealth Partners, LLC New +79,315+79.3k
CWM, LLC Added +56,803+56.8k
LPL Financial LLC Added +28,121+28.1k
Mariner, LLC New +24,108+24.1k
BANK OF AMERICA CORP /DE/ Added +23,820+23.8k
Visionary Wealth Advisors New +19,409+19.4k
Private Advisor Group, LLC New +17,971+18.0k

Biggest sellers

ROYAL BANK OF CANADA Reduced -100,400-100.4k
WELLS FARGO & COMPANY/MN Reduced -60,383-60.4k
SIGNET FINANCIAL MANAGEMENT, LLC Sold out -43,130-43.1k
MORGAN STANLEY Reduced -28,565-28.6k
CITADEL ADVISORS LLC Sold out -26,289-26.3k
OneDigital Investment Advisors LLC Reduced -24,763-24.8k
RFG Advisory, LLC Reduced -22,353-22.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -20,423-20.4k
GREAT VALLEY ADVISOR GROUP, INC. Sold out -19,504-19.5k
Clear Creek Financial Management, LLC Reduced -9,856-9.9k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 CWM, LLC 0.27% of their portfolio OMAHA, NE 923,898923.9k $88.8m $88.8m 0.27% Added +56.8k +56,803
2 Advocacy Wealth Management, LLC 3.72% of their portfolio ATLANTA, GA 891,551891.6k $85.7m $85.7m 3.72% Added +451.6k +451,566
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 588,261588.3k $56.6m $56.6m 0.01% Reduced -60.4k -60,383
4 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 536,722536.7k $51.6m $51.6m 0.00% Added +285.9k +285,850
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 430,783430.8k $41.4m $41.4m 0.01% Added +28.1k +28,121
6 TD Capital Management LLC 3.70% of their portfolio MEMPHIS, TN 427,796427.8k $41.1m $41.1m 3.70% Reduced -9.2k -9,246
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 383,888383.9k $36.9m $36.9m 0.00% Added +23.8k +23,820
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 325,876325.9k $31.3m $31.3m 0.00% Reduced -28.6k -28,565
9 KELLY FINANCIAL GROUP LLC 6.80% of their portfolio Wethersfield, CT 266,660266.7k $25.6m $25.6m 6.80% Added +16.8k +16,767
10 Beacon Capital Management, Inc. 1.17% of their portfolio DAYTON, OH 255,336255.3k $24.5m $24.5m 1.17% New
11 O'Connor Financial Group LLC 8.86% of their portfolio QUINCY, IL 219,812219.8k $21.1m $21.1m 8.86% Added +4.2k +4,164
12 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 217,859217.9k $20.9m $20.9m 0.01% Added +4.4k +4,418
13 UBS Group AG 0.00% of their portfolio ZURICH, V8 196,143196.1k $18.9m $18.9m 0.00% Added +252 +252
14 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 188,718188.7k $18.1m $18.1m 0.03% Reduced -20.4k -20,423
15 OneDigital Investment Advisors LLC 0.14% of their portfolio OVERLAND PARK, KS 145,825145.8k $14.0m $14.0m 0.14% Reduced -24.8k -24,763
16 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 137,875137.9k $13.3m $13.3m 0.02% Added +6.5k +6,521
17 FIRST NATIONAL CORP /MA/ /ADV 1.88% of their portfolio ROCKLAND, MA 103,464103.5k $9.9m $9.9m 1.88% Added +9.8k +9,761
18 Dynamic Advisor Solutions LLC 0.28% of their portfolio PHOENIX, AZ 99,52399.5k $9.6m $9.6m 0.28% Added +1.3k +1,331
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 88,54688.5k $8.5m $8.5m 0.00% Reduced -100.4k -100,400
20 Gateway Wealth Partners, LLC 1.03% of their portfolio APPLETON, WI 79,31579.3k $7.6m $7.6m 1.03% New
21 HOWLAND CAPITAL MANAGEMENT LLC 0.27% of their portfolio BOSTON, MA 72,38372.4k $7.0m $7.0m 0.27% Reduced -5.6k -5,591
22 Beckerman Institutional, LLC 3.82% of their portfolio OCEAN GROVE, NJ 67,49467.5k $6.5m $6.5m 3.82% Added +2.1k +2,061
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 67,24567.2k $6.5m $6.5m 0.00% Added +9.9k +9,892
24 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 56,11356.1k $5.4m $5.4m 0.06% Reduced -7.9k -7,886
25 CarsonAllaria Wealth Management, Ltd. 2.76% of their portfolio GLEN CARBON, IL 55,17555.2k $5.3m $5.3m 2.76% Added +4.9k +4,882
26 VALLEY NATIONAL ADVISERS INC 0.77% of their portfolio BETHLEHEM, PA 51,60751.6k $5.0m $5.0m 0.77% Added +3.7k +3,730
27 Legacy Capital Group California, Inc. 1.15% of their portfolio LOS GATOS, CA 46,98247.0k $4.5m $4.5m 1.15% Reduced -320 -320
28 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 44,99245.0k $4.3m $4.3m 0.01% Reduced -4.8k -4,764
29 Essex Financial Services, Inc. 0.26% of their portfolio ESSEX, CT 44,77244.8k $4.3m $4.3m 0.26% Added +392 +392
30 AIFG Consultants Ltd. 7.29% of their portfolio HALFMOON, NY 43,03043.0k $4.1m $4.1m 7.29% Added +1.2k +1,225
31 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 42,77742.8k $4.1m $4.1m 0.01% Reduced -32 -32
32 Treasure Coast Financial Planning 2.24% of their portfolio VERO BEACH, FL 41,69341.7k $4.0m $4.0m 2.24% Added +207 +207
33 SkyOak Wealth, LLC 0.75% of their portfolio SOUTHFIELD, MI 41,23141.2k $4.0m $4.0m 0.75% Reduced -1.7k -1,695
34 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 37,48437.5k $3.6m $3.6m 0.00% Added +255 +255
35 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 35,84635.8k $3.4m $3.4m 0.09% Added +1.7k +1,678
36 MGO ONE SEVEN LLC 0.07% of their portfolio Beachwood, OH 32,92632.9k $3.2m $3.2m 0.07% Reduced -741 -741
37 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 30,26030.3k $2.9m $2.9m 0.07% Added +6.3k +6,337
38 CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio RALEIGH, NC 28,01628.0k $2.7m $2.7m 0.01% Reduced -2.2k -2,229
39 Barnes Wealth Management Group, Inc 1.47% of their portfolio Bakersfield, CA 27,69327.7k $2.7m $2.7m 1.47% Added +582 +582
40 SAGE RHINO CAPITAL LLC 0.49% of their portfolio MENLO PARK, CA 26,50526.5k $2.5m $2.5m 0.49% Added +733 +733
41 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,43826.4k $2.5m $2.5m 0.00% Added +8.5k +8,535
42 PFG Advisors 0.10% of their portfolio Phoenix, AZ 25,69525.7k $2.5m $2.5m 0.10% Reduced -495 -495
43 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,10824.1k $2.3m $2.3m 0.00% New
44 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 23,99424.0k $2.3m $2.3m 0.01% Added +755 +755
45 FLOW TRADERS U.S. LLC 0.09% of their portfolio NEW YORK, NY 23,27623.3k $2.2m $2.2m 0.09% Added +10.6k +10,606
46 PAX Financial Group, LLC 0.37% of their portfolio SAN ANTONIO, TX 21,53521.5k $2.1m $2.1m 0.37% Reduced -100 -100
47 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 20,57020.6k $2.0m $2.0m 0.01% Reduced -460 -460
48 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 20,33420.3k $2.0m $2.0m 0.02% Reduced -3.4k -3,373
49 PATTEN & PATTEN INC/TN 0.11% of their portfolio CHATTANOOGA, TN 19,88619.9k $1.9m $1.9m 0.11% Reduced -362 -362
50 Visionary Wealth Advisors 0.09% of their portfolio O'FALLON, IL 19,40919.4k $1.9m $1.9m 0.09% New
51 Family Investment Center, Inc. 0.38% of their portfolio Saint Joseph, MO 19,24719.2k $1.9m $1.9m 0.38% Added +4.9k +4,874
52 GeoWealth Management, LLC 0.06% of their portfolio CHICAGO, IL 18,17018.2k $1.7m $1.7m 0.06% Reduced -397 -397
53 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 17,97118.0k $1.7m $1.7m 0.01% New
54 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 17,91117.9k $1.7m $1.7m 0.01% Reduced -58 -58
55 Legacy Capital Wealth Partners, LLC 0.37% of their portfolio LITTLE ROCK, AR 17,87517.9k $1.7m $1.7m 0.37% Reduced -202 -202
56 Clear Creek Financial Management, LLC 0.14% of their portfolio SILVERDALE, WA 16,75116.8k $1.6m $1.6m 0.14% Reduced -9.9k -9,856
57 Midwest Financial Network, LLC 1.30% of their portfolio TINLEY PARK, IL 16,60416.6k $1.6m $1.6m 1.30% Added +4.1k +4,056
58 Avestar Capital, LLC 0.11% of their portfolio New York, NY 16,10516.1k $1.5m $1.5m 0.11% Reduced -985 -985
59 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 15,55215.6k $1.5m $1.5m 0.01% Reduced -3.4k -3,402
60 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 13,66313.7k $1.3m $1.3m 0.02% Reduced -3.2k -3,187
61 Wealth Advisors of Iowa, LLC 0.45% of their portfolio WEST DES MOINES, IA 13,64713.6k $1.3m $1.3m 0.45% New
62 Compass Financial Group, Inc. 0.58% of their portfolio DEERFIELD BEACH, FL 13,54213.5k $1.3m $1.3m 0.58% Added +326 +326
63 Sand Hill Global Advisors, LLC 0.04% of their portfolio Palo Alto, CA 13,03713.0k $1.3m $1.3m 0.04% Added +71 +71
64 GREATMARK INVESTMENT PARTNERS, INC. 0.14% of their portfolio COLUMBUS, GA 11,98712.0k $1.2m $1.2m 0.14% Reduced -1.7k -1,740
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,96112.0k $1.2m $1.2m 0.00% Reduced -1.3k -1,349
66 Krilogy Financial LLC 0.04% of their portfolio ST. LOUIS, MO 11,62611.6k $1.1m $1.1m 0.04% Added +195 +195
67 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 11,20811.2k $1.1m $1.1m 0.01% Added +1.3k +1,314
68 Aviance Capital Partners, LLC 0.13% of their portfolio NAPLES, FL 11,18511.2k $1.1m $1.1m 0.13% Added +3.2k +3,212
69 Syverson Strege & Co 0.25% of their portfolio WEST DES MOINES, IA 10,86310.9k $1.0m $1.0m 0.25% Reduced -2.2k -2,200
70 BankPlus Wealth Management LLC 0.59% of their portfolio JACKSON, MS 10,45510.5k $1.0m $1.0m 0.59% Added +1.4k +1,444
71 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 10,07110.1k $968.3k $968.3k 0.01% Reduced -2.6k -2,633
72 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 10,02510.0k $963.9k $963.9k 0.02% Added +110 +110
73 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,4489.4k $908.4k $908.4k 0.00% Added +23 +23
74 WIN ADVISORS, INC 0.42% of their portfolio PALM BEACH GARDENS, FL 8,9188.9k $857.4k $857.4k 0.42% Added +698 +698
75 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 8,7998.8k $846.0k $846.0k 0.02% Added +63 +63
76 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,5508.6k $823.1k $823.1k 0.01% Added +78 +78
77 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,3768.4k $805.3k $805.3k 0.01% Added +3.0k +2,953
78 Smart Portfolios, LLC 0.76% of their portfolio LAKE FOREST PARK, WA 8,1848.2k $786.9k $786.9k 0.76% Added +68 +68
79 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,0818.1k $776.3k $776.3k 0.00% Added +2.2k +2,201
80 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,0228.0k $771.3k $771.3k 0.01% Reduced -1.1k -1,098
81 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,0058.0k $770.0k $770.0k 0.00% Reduced -51 -51
82 Charter Capital Management, LLC\DE 0.40% of their portfolio BROOKFIELD, WI 7,7727.8k $747.3k $747.3k 0.40% Reduced -420 -420
83 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 7,6927.7k $739.6k $739.6k 0.02% Reduced -22.4k -22,353
84 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 7,5567.6k $726.5k $726.5k 0.00% Reduced -7.2k -7,153
85 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 7,1847.2k $690.7k $690.7k 0.00% Reduced -980 -980
86 Ausdal Financial Partners, Inc. 0.03% of their portfolio Davenport, IA 6,8666.9k $660.1k $660.1k 0.03% Added +2.0k +2,000
87 KEYVANTAGE WEALTH, LLC 0.27% of their portfolio BETHLEHEM, PA 6,7126.7k $645.3k $645.3k 0.27% Reduced -376 -376
88 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 6,3856.4k $613.9k $613.9k 0.00% Reduced -4.4k -4,392
89 CALDWELL SUTTER CAPITAL, INC. 0.26% of their portfolio SAUSALITO, CA 6,3546.4k $610.9k $610.9k 0.26% Reduced -1.0k -1,010
90 Mayfair Advisory Group, LLC 0.26% of their portfolio BIRMINGHAM, AL 6,2296.2k $598.9k $598.9k 0.26% Added +27 +27
91 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 6,1256.1k $588.9k $588.9k 0.01% Unchanged
92 COMERICA BANK 0.00% of their portfolio DALLAS, TX 6,0916.1k $585.6k $585.6k 0.00% Added +25 +25
93 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 5,2455.2k $504.3k $504.3k 0.01% Added +440 +440
94 Curi Capital, LLC 0.01% of their portfolio CHICAGO, IL 5,1595.2k $496.0k $496.0k 0.01% Added +244 +244
95 Capital Advisors, Ltd. LLC 0.05% of their portfolio SHAKER HEIGHTS, OH 5,0575.1k $486.0k $486.0k 0.05% Unchanged
96 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 4,9745.0k $478.2k $478.2k 0.00% Reduced -759 -759
97 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 4,8644.9k $467.6k $467.6k 0.00% Added +2.0k +2,050
98 NWF Advisory Services Inc. 0.05% of their portfolio Los Angeles, CA 4,6034.6k $442.6k $442.6k 0.05% Reduced -2.8k -2,800
99 Austin Private Wealth, LLC 0.03% of their portfolio Austin, TX 4,4174.4k $424.7k $424.7k 0.03% Reduced -2.1k -2,126
100 American Institute for Advanced Investment Management, LLP 0.27% of their portfolio Scottsdale, AZ 4,2234.2k $406.0k $406.0k 0.27% Reduced -200 -200