Vault-13

PIMCO ETF TR LDUR

ENHNCD LW DUR AC · ETP · CUSIP 72201R718

166 institutional holders +14 vs Q3 2025
9,940,6989.9m shares reported held*
$954.3mreported value*
23 new 58 added 62 reduced 11 sold out net bought ≈ $170.4m (+1.8m 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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $96.00.

Trends to Q4 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: 152Q4 25: 166166Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025166

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 25Q3 25: 70 bought or addedQ3 25: 78 cut or sold outQ4 25: 81 bought or addedQ4 25: 73 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20247179
Q2 20245885
Q3 20246575
Q4 20245978
Q1 20259468
Q2 20258966
Q3 20257078
Q4 20258173

Biggest buyers

FMR LLC New +1,821,453+1.8m
LPL Financial LLC Added +166,306+166.3k
ROYAL BANK OF CANADA Added +67,956+68.0k
Visionary Wealth Advisors Added +49,050+49.0k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO New +42,724+42.7k
CITADEL ADVISORS LLC New +30,681+30.7k
BANK OF AMERICA CORP /DE/ Added +24,446+24.4k
Advocacy Wealth Management, LLC Added +20,348+20.3k
SOL Capital Management CO New +19,005+19.0k
JONES FINANCIAL COMPANIES LLLP Added +17,124+17.1k

Biggest sellers

JPMORGAN CHASE & CO Reduced -258,209-258.2k
Beacon Capital Management, Inc. Reduced -77,297-77.3k
UBS Group AG Reduced -76,565-76.6k
WELLS FARGO & COMPANY/MN Reduced -44,459-44.5k
Dynamic Advisor Solutions LLC Reduced -31,670-31.7k
OneDigital Investment Advisors LLC Reduced -28,467-28.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -26,419-26.4k
MGO ONE SEVEN LLC Reduced -16,333-16.3k
NorthCoast Asset Management LLC Sold out -15,552-15.6k
Beckerman Institutional, LLC Reduced -12,571-12.6k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 1,821,4531.8m $174.8m $174.8m 0.01% New
2 CWM, LLC 0.24% of their portfolio OMAHA, NE 939,933939.9k $90.2m $90.2m 0.24% Added +16.0k +16,035
3 Advocacy Wealth Management, LLC 3.66% of their portfolio ATLANTA, GA 911,899911.9k $87.5m $87.5m 3.66% Added +20.3k +20,348
4 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 597,089597.1k $57.3m $57.3m 0.02% Added +166.3k +166,306
5 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 543,802543.8k $52.2m $52.2m 0.01% Reduced -44.5k -44,459
6 TD Capital Management LLC 3.67% of their portfolio MEMPHIS, TN 431,360431.4k $41.4m $41.4m 3.67% Added +3.6k +3,564
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 408,334408.3k $39.2m $39.2m 0.00% Added +24.4k +24,446
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 337,435337.4k $32.4m $32.4m 0.00% Added +11.6k +11,559
9 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 278,513278.5k $26.7m $26.7m 0.00% Reduced -258.2k -258,209
10 KELLY FINANCIAL GROUP LLC 6.73% of their portfolio Wethersfield, CT 274,819274.8k $26.5m $26.5m 6.73% Added +8.2k +8,159
11 O'Connor Financial Group LLC 8.87% of their portfolio QUINCY, IL 231,409231.4k $22.2m $22.2m 8.87% Added +11.6k +11,597
12 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.03% of their portfolio PLYMOUTH, MN 192,736192.7k $18.5m $18.5m 0.03% Added +4.0k +4,018
13 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 191,440191.4k $18.4m $18.4m 0.01% Reduced -26.4k -26,419
14 Beacon Capital Management, Inc. 0.91% of their portfolio DAYTON, OH 178,039178.0k $17.1m $17.1m 0.91% Reduced -77.3k -77,297
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 156,502156.5k $15.0m $15.0m 0.00% Added +68.0k +67,956
16 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 139,715139.7k $13.4m $13.4m 0.01% Added +1.8k +1,840
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 119,578119.6k $11.5m $11.5m 0.00% Reduced -76.6k -76,565
18 OneDigital Investment Advisors LLC 0.11% of their portfolio OVERLAND PARK, KS 117,358117.4k $11.3m $11.3m 0.11% Reduced -28.5k -28,467
19 Gateway Wealth Partners, LLC 0.85% of their portfolio APPLETON, WI 79,72979.7k $7.6m $7.6m 0.85% Added +414 +414
20 Visionary Wealth Advisors 0.30% of their portfolio O'FALLON, IL 68,45968.5k $6.6m $6.6m 0.30% Added +49.0k +49,050
21 HOWLAND CAPITAL MANAGEMENT LLC 0.25% of their portfolio BOSTON, MA 67,97268.0k $6.5m $6.5m 0.25% Reduced -4.4k -4,411
22 Dynamic Advisor Solutions LLC 0.21% of their portfolio PHOENIX, AZ 67,85367.9k $6.5m $6.5m 0.21% Reduced -31.7k -31,670
23 CarsonAllaria Wealth Management, Ltd. 2.98% of their portfolio GLEN CARBON, IL 62,64562.6k $6.0m $6.0m 2.98% Added +7.5k +7,470
24 VALLEY NATIONAL ADVISERS INC 0.79% of their portfolio BETHLEHEM, PA 59,72859.7k $5.7m $5.7m 0.79% Added +8.1k +8,121
25 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 55,59155.6k $5.3m $5.3m 0.00% Reduced -11.7k -11,654
26 Atria Investments, Inc 0.06% of their portfolio Charlotte, NC 55,35455.4k $5.3m $5.3m 0.06% Reduced -759 -759
27 Beckerman Institutional, LLC 2.96% of their portfolio OCEAN GROVE, NJ 54,92354.9k $5.3m $5.3m 2.96% Reduced -12.6k -12,571
28 Essex Financial Services, Inc. 0.27% of their portfolio ESSEX, CT 49,11049.1k $4.7m $4.7m 0.27% Added +4.3k +4,338
29 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 47,64547.6k $4.6m $4.6m 0.01% Added +2.7k +2,653
30 Legacy Capital Group California, Inc. 1.06% of their portfolio LOS GATOS, CA 45,67345.7k $4.4m $4.4m 1.06% Reduced -1.3k -1,309
31 Treasure Coast Financial Planning 2.29% of their portfolio VERO BEACH, FL 44,94844.9k $4.3m $4.3m 2.29% Added +3.3k +3,255
32 SkyOak Wealth, LLC 0.74% of their portfolio SOUTHFIELD, MI 43,06443.1k $4.1m $4.1m 0.74% Added +1.8k +1,833
33 AIFG Consultants Ltd. 7.08% of their portfolio HALFMOON, NY 42,95443.0k $4.1m $4.1m 7.08% Reduced -76 -76
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 42,72442.7k $4.1m $4.1m 0.00% New
35 MAIMON WEALTH MANAGEMENT LTD. 3.80% of their portfolio RA'ANANA, L3 42,64042.6k $4.1m $4.1m 3.80% First filing
36 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 41,78041.8k $4.0m $4.0m 0.01% Reduced -997 -997
37 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 36,17936.2k $3.5m $3.5m 0.00% Reduced -1.3k -1,305
38 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 32,17032.2k $3.1m $3.1m 0.07% Reduced -3.7k -3,676
39 CreativeOne Wealth, LLC 0.07% of their portfolio OVERLAND PARK, KS 31,63131.6k $3.0m $3.0m 0.07% Added +1.4k +1,371
40 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 30,68130.7k $2.9m $2.9m 0.00% New
41 Barnes Wealth Management Group, Inc 1.47% of their portfolio Bakersfield, CA 28,55928.6k $2.7m $2.7m 1.47% Added +866 +866
42 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 27,24227.2k $2.6m $2.6m 0.01% Added +3.2k +3,248
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 27,23127.2k $2.6m $2.6m 0.00% Added +793 +793
44 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 27,19827.2k $2.6m $2.6m 0.00% Reduced -818 -818
45 SAGE RHINO CAPITAL LLC 0.48% of their portfolio MENLO PARK, CA 26,58926.6k $2.6m $2.6m 0.48% Added +84 +84
46 PFG Advisors 0.11% of their portfolio Phoenix, AZ 23,67123.7k $2.3m $2.3m 0.11% Reduced -2.0k -2,024
47 FLOW TRADERS U.S. LLC 0.07% of their portfolio NEW YORK, NY 22,06322.1k $2.1m $2.1m 0.07% Reduced -1.2k -1,213
48 Family Investment Center, Inc. 0.43% of their portfolio Saint Joseph, MO 22,04922.0k $2.1m $2.1m 0.43% Added +2.8k +2,802
49 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 20,93220.9k $2.0m $2.0m 0.00% Added +17.1k +17,124
50 PATTEN & PATTEN INC/TN 0.11% of their portfolio CHATTANOOGA, TN 20,03120.0k $1.9m $1.9m 0.11% Added +145 +145
51 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 19,98920.0k $1.9m $1.9m 0.01% Reduced -581 -581
52 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 19,88719.9k $1.9m $1.9m 0.02% Added +6.2k +6,224
53 PAX Financial Group, LLC 0.33% of their portfolio SAN ANTONIO, TX 19,84519.8k $1.9m $1.9m 0.33% Reduced -1.7k -1,690
54 SOL Capital Management CO 0.16% of their portfolio ROCKVILLE, MD 19,00519.0k $1.8m $1.8m 0.16% New
55 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 18,32218.3k $1.8m $1.8m 0.01% Added +411 +411
56 Legacy Capital Wealth Partners, LLC 0.36% of their portfolio LITTLE ROCK, AR 17,63817.6k $1.7m $1.7m 0.36% Reduced -237 -237
57 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 16,94616.9k $1.6m $1.6m 0.00% Added +10.6k +10,561
58 Wealth Advisors of Iowa, LLC 0.53% of their portfolio WEST DES MOINES, IA 16,86016.9k $1.6m $1.6m 0.53% Added +3.2k +3,213
59 Avestar Capital, LLC 0.11% of their portfolio New York, NY 16,82616.8k $1.6m $1.6m 0.11% Added +721 +721
60 Midwest Financial Network, LLC 1.24% of their portfolio TINLEY PARK, IL 16,81016.8k $1.6m $1.6m 1.24% Added +206 +206
61 MGO ONE SEVEN LLC 0.03% of their portfolio Beachwood, OH 16,59316.6k $1.6m $1.6m 0.03% Reduced -16.3k -16,333
62 GeoWealth Management, LLC 0.06% of their portfolio CHICAGO, IL 16,50816.5k $1.6m $1.6m 0.06% Reduced -1.7k -1,662
63 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 15,92115.9k $1.5m $1.5m 0.02% Reduced -4.4k -4,413
64 Mariner, LLC 0.00% of their portfolio Overland Park, KS 15,02515.0k $1.4m $1.4m 0.00% Reduced -9.1k -9,083
65 BankPlus Wealth Management LLC 0.78% of their portfolio JACKSON, MS 14,75014.8k $1.4m $1.4m 0.78% Added +4.3k +4,295
66 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 14,22314.2k $1.4m $1.4m 0.00% New
67 Sand Hill Global Advisors, LLC 0.05% of their portfolio Palo Alto, CA 14,14914.1k $1.4m $1.4m 0.05% Added +1.1k +1,112
68 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 14,12614.1k $1.4m $1.4m 0.00% New
69 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 13,33913.3k $1.3m $1.3m 0.01% Reduced -4.6k -4,632
70 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,33313.3k $1.3m $1.3m 0.00% Added +5.8k +5,777
71 Compass Financial Group, Inc. 0.54% of their portfolio DEERFIELD BEACH, FL 12,84112.8k $1.2m $1.2m 0.54% Reduced -701 -701
72 Curi Capital, LLC 0.02% of their portfolio CHICAGO, IL 12,80512.8k $1.2m $1.2m 0.02% Added +7.6k +7,646
73 Omnitrust Wealth Management, Inc 1.51% of their portfolio JACKSONVILLE, FL 12,38812.4k $1.2m $1.2m 1.51% First filing
74 GREATMARK INVESTMENT PARTNERS, INC. 0.13% of their portfolio COLUMBUS, GA 11,88711.9k $1.1m $1.1m 0.13% Reduced -100 -100
75 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 11,63611.6k $1.1m $1.1m 0.00% Reduced -325 -325
76 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 11,54311.5k $1.1m $1.1m 0.03% New
77 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 11,10811.1k $1.1m $1.1m 0.01% Reduced -100 -100
78 Syverson Strege & Co 0.25% of their portfolio WEST DES MOINES, IA 10,91310.9k $1.0m $1.0m 0.25% Added +50 +50
79 Aviance Capital Partners, LLC 0.12% of their portfolio NAPLES, FL 10,70910.7k $1.0m $1.0m 0.12% Reduced -476 -476
80 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 10,14710.1k $973.5k $973.5k 0.02% Added +122 +122
81 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 9,5289.5k $914.2k $914.2k 0.01% Reduced -543 -543
82 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,4809.5k $909.6k $909.6k 0.00% Added +32 +32
83 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 9,2149.2k $884.0k $884.0k 0.02% Added +415 +415
84 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 8,7988.8k $844.1k $844.1k 0.01% Added +422 +422
85 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 8,7018.7k $834.8k $834.8k 0.02% Added +1.0k +1,009
86 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 8,3628.4k $803.6k $803.6k 0.01% Reduced -188 -188
87 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 8,3098.3k $797.0k $797.0k 0.00% Added +304 +304
88 Krilogy Financial LLC 0.03% of their portfolio ST. LOUIS, MO 8,2128.2k $789.5k $789.5k 0.03% Reduced -3.4k -3,414
89 Charter Capital Management, LLC\DE 0.39% of their portfolio BROOKFIELD, WI 7,7767.8k $746.1k $746.1k 0.39% Added +4 +4
90 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,3797.4k $708.0k $708.0k 0.00% New
91 DAVENPORT & Co LLC 0.00% of their portfolio RICHMOND, VA 7,1847.2k $689.3k $689.3k 0.00% Unchanged
92 KEYVANTAGE WEALTH, LLC 0.27% of their portfolio BETHLEHEM, PA 6,6246.6k $635.5k $635.5k 0.27% Reduced -88 -88
93 Ausdal Financial Partners, Inc. 0.03% of their portfolio Davenport, IA 6,5186.5k $625.3k $625.3k 0.03% Reduced -348 -348
94 MCF Advisors LLC 0.03% of their portfolio LEXINGTON, KY 6,4276.4k $618.9k $618.9k 0.03% New
95 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 6,1256.1k $587.7k $587.7k 0.01% Unchanged
96 Mayfair Advisory Group, LLC 0.23% of their portfolio BIRMINGHAM, AL 6,0786.1k $583.2k $583.2k 0.23% Reduced -151 -151
97 SMITH, MOORE & CO. 0.04% of their portfolio CLAYTON, MO 5,8615.9k $562.3k $562.3k 0.04% New
98 Clear Creek Financial Management, LLC 0.05% of their portfolio SILVERDALE, WA 5,8255.8k $558.9k $558.9k 0.05% Reduced -10.9k -10,926
99 CALDWELL SUTTER CAPITAL, INC. 0.23% of their portfolio SAUSALITO, CA 5,6955.7k $546.5k $546.5k 0.23% Reduced -659 -659
100 Diversify Advisory Services, LLC 0.02% of their portfolio SANDY, UT 5,5685.6k $535.0k $535.0k 0.02% New