Institutional Ownership Pimco Enhanced Low Duration Ac (LDUR)
This table provides information about the institutional ownership of Pimco Enhanced Low Duration Ac (LDUR). We have compiled data on the 177 institutions that hold shares in the stock, with a total of 7.64 Million shares, which have been reported (via 13F filing form) to have a value of $730 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
50,293
shares
|
$4.81 Million
2.68% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
47,877
shares
|
$4.57 Million
0.75% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
47,302
shares
|
$4.52 Million
1.26% of portfolio
|
Q2 2025
Added 174.34%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
44,380
shares
|
$4.24 Million
0.3% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
43,130
shares
|
$4.12 Million
0.54% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
42,926
shares
|
$4.1 Million
0.83% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
42,809
shares
|
$4.09 Million
0.01% of portfolio
|
Q2 2025
Added 85.79%
|
|
|
Aifg Consultants Ltd.
Halfmoon, NY |
Jul 21, 2025 Q2 2025 |
41,805
shares
|
$3.99 Million
7.81% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Treasure Coast Financial Planning
|
Aug 14, 2025 Q2 2025 |
41,486
shares
|
$3.96 Million
2.35% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
37,527
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Added 33.12%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
37,229
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.57%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
34,168
shares
|
$3.26 Million
0.1% of portfolio
|
Q2 2025
Added 9.56%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
33,667
shares
|
$3.22 Million
0.11% of portfolio
|
Q2 2025
Added 39.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
30,245
shares
|
$2.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
30,045
shares
|
$2.87 Million
0.11% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
26,701
shares
|
$2.55 Million
1.64% of portfolio
|
Q1 2025
Added 7.31%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
26,607
shares
|
$2.54 Million
0.26% of portfolio
|
Q2 2025
Reduced 6.47%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
26,289
shares
|
$2.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.84%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
26,190
shares
|
$2.5 Million
0.08% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Sage Rhino Capital LLC
|
Jul 16, 2025 Q2 2025 |
25,772
shares
|
$2.46 Million
0.54% of portfolio
|
Q2 2025
Reduced 10.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
23,923
shares
|
$2.29 Million
0.07% of portfolio
|
Q2 2025
Added 37.85%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
23,707
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
23,239
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Aug 11, 2025 Q2 2025 |
21,635
shares
|
$2.07 Million
0.44% of portfolio
|
Q2 2025
Reduced 11.69%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
21,030
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Added 145.16%
|