Vault-13

PIMCO ETF TR LDUR

ENHNCD LW DUR AC · ETP · CUSIP 72201R718

193 institutional holders +27 vs Q4 2025
12,139,60712.1m shares reported held*
$1.2bnreported value*
44 new 89 added 43 reduced 13 sold out net bought ≈ $224.5m (+2.3m 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 ($9.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $95.87.

Trends to Q1 2026

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: 166Q1 26: 193193Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026193

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 81 bought or addedQ4 25: 73 cut or sold outQ1 26: 133 bought or addedQ1 26: 56 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20245885
Q3 20246575
Q4 20245978
Q1 20259468
Q2 20258966
Q3 20257078
Q4 20258173
Q1 202613356

Biggest buyers

LPL Financial LLC Added +417,213+417.2k
GREAT VALLEY ADVISOR GROUP, INC. New +343,728+343.7k
ENVESTNET ASSET MANAGEMENT INC Added +220,793+220.8k
Advocacy Wealth Management, LLC Added +168,909+168.9k
Cetera Investment Advisers Added +131,327+131.3k
BROWN ADVISORY INC Added +130,095+130.1k
FMR LLC Added +104,036+104.0k
Mariner, LLC Added +99,202+99.2k
Gateway Wealth Partners, LLC Added +96,291+96.3k
CoreCap Advisors, LLC New +85,941+85.9k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -87,038-87.0k
CWM, LLC Reduced -48,161-48.2k
CITADEL ADVISORS LLC Sold out -30,681-30.7k
WELLS FARGO & COMPANY/MN Reduced -27,484-27.5k
SOL Capital Management CO Sold out -19,005-19.0k
Kestra Advisory Services, LLC Sold out -18,322-18.3k
PFG Advisors Reduced -16,664-16.7k
GOLDMAN SACHS GROUP INC Sold out -14,126-14.1k
JANE STREET GROUP, LLC Sold out -13,333-13.3k
FLOW TRADERS U.S. LLC Reduced -12,588-12.6k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 FMR LLC 0.01% of their portfolio BOSTON, MA 1,925,4891.9m $184.5m $184.5m 0.01% Added +104.0k +104,036
2 Advocacy Wealth Management, LLC 4.58% of their portfolio ATLANTA, GA 1,080,8081.1m $103.6m $103.6m 4.58% Added +168.9k +168,909
3 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 1,014,3021.0m $97.2m $97.2m 0.03% Added +417.2k +417,213
4 CWM, LLC 0.22% of their portfolio OMAHA, NE 891,772891.8k $85.4m $85.4m 0.22% Reduced -48.2k -48,161
5 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 516,318516.3k $49.5m $49.5m 0.01% Reduced -27.5k -27,484
6 TD Capital Management LLC 3.76% of their portfolio MEMPHIS, TN 436,032436.0k $41.8m $41.8m 3.76% Added +4.7k +4,672
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 423,799423.8k $40.6m $40.6m 0.00% Added +15.5k +15,465
8 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 412,233412.2k $39.5m $39.5m 0.01% Added +220.8k +220,793
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 394,310394.3k $37.8m $37.8m 0.00% Added +56.9k +56,875
10 GREAT VALLEY ADVISOR GROUP, INC. 0.60% of their portfolio WILMINGTON, DE 343,728343.7k $32.9m $32.9m 0.60% New
11 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 284,605284.6k $27.2m $27.2m 0.00% Added +6.1k +6,092
12 KELLY FINANCIAL GROUP LLC 6.81% of their portfolio Wethersfield, CT 282,777282.8k $27.1m $27.1m 6.81% Added +8.0k +7,958
13 O'Connor Financial Group LLC 9.07% of their portfolio QUINCY, IL 231,339231.3k $22.2m $22.2m 9.07% Reduced -70 -70
14 Beacon Capital Management, Inc. 1.04% of their portfolio DAYTON, OH 193,122193.1k $18.5m $18.5m 1.04% Added +15.1k +15,083
15 Gateway Wealth Partners, LLC 0.66% of their portfolio APPLETON, WI 176,020176.0k $16.9m $16.9m 0.66% Added +96.3k +96,291
16 BROWN ADVISORY INC 0.03% of their portfolio BALTIMORE, MD 166,274166.3k $15.9m $15.9m 0.03% Added +130.1k +130,095
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 163,216163.2k $15.6m $15.6m 0.00% Added +6.7k +6,714
18 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 158,558158.6k $15.2m $15.2m 0.02% Added +131.3k +131,327
19 OneDigital Investment Advisors LLC 0.13% of their portfolio OVERLAND PARK, KS 142,202142.2k $13.6m $13.6m 0.13% Added +24.8k +24,844
20 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 136,275136.3k $13.1m $13.1m 0.01% Reduced -3.4k -3,440
21 Atria Investments, Inc 0.13% of their portfolio Charlotte, NC 122,359122.4k $11.7m $11.7m 0.13% Added +67.0k +67,005
22 Mariner, LLC 0.01% of their portfolio Overland Park, KS 114,227114.2k $10.9m $10.9m 0.01% Added +99.2k +99,202
23 UBS Group AG 0.00% of their portfolio ZURICH, V8 109,158109.2k $10.5m $10.5m 0.00% Reduced -10.4k -10,420
24 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 105,698105.7k $10.1m $10.1m 0.02% Reduced -87.0k -87,038
25 Visionary Wealth Advisors 0.38% of their portfolio O'FALLON, IL 89,42489.4k $8.6m $8.6m 0.38% Added +21.0k +20,965
26 CoreCap Advisors, LLC 0.28% of their portfolio SOUTHFIELD, MI 85,94185.9k $8.2m $8.2m 0.28% New
27 Treasure Coast Financial Planning 3.98% of their portfolio VERO BEACH, FL 80,74380.7k $7.7m $7.7m 3.98% Added +35.8k +35,795
28 EXCHANGE TRADED CONCEPTS, LLC 0.06% of their portfolio Oklahoma City, OK 79,78579.8k $7.6m $7.6m 0.06% New
29 HERITAGE OAK WEALTH ADVISORS LLC 2.30% of their portfolio SANTA ROSA BEACH, FL 75,55275.6k $7.2m $7.2m 2.30% New
30 HOWLAND CAPITAL MANAGEMENT LLC 0.27% of their portfolio BOSTON, MA 70,44670.4k $6.8m $6.8m 0.27% Added +2.5k +2,474
31 Dynamic Advisor Solutions LLC 0.21% of their portfolio PHOENIX, AZ 70,16170.2k $6.7m $6.7m 0.21% Added +2.3k +2,308
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 68,26468.3k $6.5m $6.5m 0.00% Added +12.7k +12,673
33 CarsonAllaria Wealth Management, Ltd. 3.16% of their portfolio GLEN CARBON, IL 66,81566.8k $6.4m $6.4m 3.16% Added +4.2k +4,170
34 VALLEY NATIONAL ADVISERS INC 0.78% of their portfolio BETHLEHEM, PA 63,21763.2k $6.1m $6.1m 0.78% Added +3.5k +3,489
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 54,77254.8k $5.2m $5.2m 0.00% Added +12.0k +12,048
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 54,01254.0k $5.2m $5.2m 0.01% Added +6.4k +6,367
37 Beckerman Institutional, LLC 2.74% of their portfolio OCEAN GROVE, NJ 53,86753.9k $5.2m $5.2m 2.74% Reduced -1.1k -1,056
38 Essex Financial Services, Inc. 0.29% of their portfolio ESSEX, CT 53,04053.0k $5.1m $5.1m 0.29% Added +3.9k +3,930
39 Wealth Advisors of Iowa, LLC 1.47% of their portfolio WEST DES MOINES, IA 49,57649.6k $4.8m $4.8m 1.47% Added +32.7k +32,716
40 SkyOak Wealth, LLC 0.84% of their portfolio SOUTHFIELD, MI 47,98548.0k $4.6m $4.6m 0.84% Added +4.9k +4,921
41 MAIMON WEALTH MANAGEMENT LTD. 3.89% of their portfolio RA'ANANA, L3 46,35046.4k $4.4m $4.4m 3.89% Added +3.7k +3,710
42 Legacy Capital Group California, Inc. 1.59% of their portfolio LOS GATOS, CA 43,49343.5k $4.2m $4.2m 1.59% Reduced -2.2k -2,180
43 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 42,76442.8k $4.1m $4.1m 0.08% Added +10.6k +10,594
44 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 36,99737.0k $3.5m $3.5m 0.00% Reduced -4.8k -4,783
45 CreativeOne Wealth, LLC 0.08% of their portfolio OVERLAND PARK, KS 35,29235.3k $3.4m $3.4m 0.08% Added +3.7k +3,661
46 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 30,60930.6k $2.9m $2.9m 0.01% Added +3.4k +3,367
47 SAGE RHINO CAPITAL LLC 0.53% of their portfolio MENLO PARK, CA 29,67929.7k $2.8m $2.8m 0.53% Added +3.1k +3,090
48 Barnes Wealth Management Group, Inc 1.41% of their portfolio Bakersfield, CA 29,01729.0k $2.8m $2.8m 1.41% Added +458 +458
49 Global View Capital Management LLC 0.68% of their portfolio WAUKESHA, WI 26,91226.9k $2.6m $2.6m 0.68% New
50 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 26,30326.3k $2.5m $2.5m 0.00% Reduced -895 -895
51 Family Investment Center, Inc. 0.48% of their portfolio Saint Joseph, MO 25,81425.8k $2.5m $2.5m 0.48% Added +3.8k +3,765
52 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 24,72124.7k $2.4m $2.4m 0.02% Added +4.8k +4,834
53 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 24,38324.4k $2.3m $2.3m 0.00% Added +3.5k +3,451
54 GeoWealth Management, LLC 0.08% of their portfolio CHICAGO, IL 24,27024.3k $2.3m $2.3m 0.08% Added +7.8k +7,762
55 Concurrent Investment Advisors, LLC 0.02% of their portfolio Tampa, FL 22,34722.3k $2.1m $2.1m 0.02% Added +13.5k +13,549
56 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 22,25722.3k $2.1m $2.1m 0.01% Added +8.9k +8,918
57 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 21,63321.6k $2.1m $2.1m 0.01% Added +17.5k +17,455
58 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 21,10321.1k $2.0m $2.0m 0.01% Added +1.1k +1,114
59 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 20,09720.1k $1.9m $1.9m 0.00% New
60 PAX Financial Group, LLC 0.33% of their portfolio SAN ANTONIO, TX 20,00920.0k $1.9m $1.9m 0.33% Added +164 +164
61 MGO ONE SEVEN LLC 0.04% of their portfolio Beachwood, OH 19,33219.3k $1.9m $1.9m 0.04% Added +2.7k +2,739
62 PATTEN & PATTEN INC/TN 0.11% of their portfolio CHATTANOOGA, TN 19,26919.3k $1.8m $1.8m 0.11% Reduced -762 -762
63 BankPlus Wealth Management LLC 0.90% of their portfolio JACKSON, MS 18,13018.1k $1.7m $1.7m 0.90% Added +3.4k +3,380
64 Avestar Capital, LLC 0.11% of their portfolio New York, NY 17,37417.4k $1.7m $1.7m 0.11% Added +548 +548
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 17,31517.3k $1.7m $1.7m 0.00% Added +5.7k +5,679
66 United Advisor Group, LLC 0.20% of their portfolio CINCINNATI, OH 16,94416.9k $1.6m $1.6m 0.20% New
67 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 16,74616.7k $1.6m $1.6m 0.01% Added +825 +825
68 Legacy Capital Wealth Partners, LLC 0.33% of their portfolio LITTLE ROCK, AR 16,73416.7k $1.6m $1.6m 0.33% Reduced -904 -904
69 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 16,47816.5k $1.6m $1.6m 0.03% Added +7.8k +7,777
70 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 16,32616.3k $1.6m $1.6m 0.00% Added +12.1k +12,076
71 Balefire, LLC 0.26% of their portfolio DALLAS, TX 14,32114.3k $1.4m $1.4m 0.26% New
72 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,04014.0k $1.3m $1.3m 0.00% Added +6.7k +6,661
73 Curi Capital, LLC 0.02% of their portfolio CHICAGO, IL 14,02814.0k $1.3m $1.3m 0.02% Added +1.2k +1,223
74 Sand Hill Global Advisors, LLC 0.04% of their portfolio Palo Alto, CA 13,84513.8k $1.3m $1.3m 0.04% Reduced -304 -304
75 Smartleaf Asset Management LLC 0.05% of their portfolio BOSTON, MA 13,80013.8k $1.3m $1.3m 0.05% New
76 Midwest Financial Network, LLC 1.02% of their portfolio TINLEY PARK, IL 13,44813.4k $1.3m $1.3m 1.02% Reduced -3.4k -3,362
77 Virtue Capital Management, LLC 0.19% of their portfolio BRENTWOOD, TN 13,25013.2k $1.3m $1.3m 0.19% New
78 Krilogy Financial LLC 0.04% of their portfolio ST. LOUIS, MO 13,08213.1k $1.3m $1.3m 0.04% Added +4.9k +4,870
79 Compass Financial Group, Inc. 0.56% of their portfolio DEERFIELD BEACH, FL 12,95513.0k $1.2m $1.2m 0.56% Added +114 +114
80 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 12,93612.9k $1.2m $1.2m 0.00% Reduced -1.3k -1,287
81 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 12,88912.9k $1.2m $1.2m 0.01% New
82 Omnitrust Wealth Management, Inc 1.58% of their portfolio JACKSONVILLE, FL 12,77012.8k $1.2m $1.2m 1.58% Added +382 +382
83 Belpointe Asset Management LLC 0.04% of their portfolio RENO, NV 12,03012.0k $1.2m $1.2m 0.04% New
84 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 11,98612.0k $1.1m $1.1m 0.01% New
85 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 11,68211.7k $1.1m $1.1m 0.03% Added +139 +139
86 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 11,39111.4k $1.1m $1.1m 0.01% Added +283 +283
87 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,88610.9k $1.0m $1.0m 0.00% Added +1.4k +1,406
88 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,68510.7k $1.0m $1.0m 0.00% Added +2.4k +2,376
89 GREATMARK INVESTMENT PARTNERS, INC. 0.12% of their portfolio COLUMBUS, GA 10,45710.5k $1.0m $1.0m 0.12% Reduced -1.4k -1,430
90 Aviance Capital Partners, LLC 0.12% of their portfolio NAPLES, FL 10,43210.4k $999.6k $999.6k 0.12% Reduced -277 -277
91 Hutchens & Kramer Investment Management Group, LLC 0.31% of their portfolio CARMEL, IN 10,29110.3k $986.1k $986.1k 0.31% New
92 Syverson Strege & Co 0.24% of their portfolio WEST DES MOINES, IA 10,22010.2k $979.3k $979.3k 0.24% Reduced -693 -693
93 Ausdal Financial Partners, Inc. 0.04% of their portfolio Davenport, IA 9,8539.9k $944.2k $944.2k 0.04% Added +3.3k +3,335
94 SWMG, LLC 0.27% of their portfolio FORT WORTH, TX 9,7699.8k $936.1k $936.1k 0.27% New
95 Legacy Wealth Partners, LLC 0.23% of their portfolio Lakewood, CO 9,5059.5k $910.8k $910.8k 0.23% New
96 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 9,4759.5k $908.0k $908.0k 0.03% Reduced -12.6k -12,588
97 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 9,4289.4k $903.4k $903.4k 0.02% Added +214 +214
98 Waverly Advisors, LLC 0.01% of their portfolio BIRMINGHAM, AL 8,9899.0k $861.3k $861.3k 0.01% Reduced -539 -539
99 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 8,3668.4k $801.6k $801.6k 0.00% Reduced -8.6k -8,580
100 Fulcrum Equity Management 0.78% of their portfolio PLANO, TX 8,3628.4k $801.2k $801.2k 0.78% New