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 176 institutions that hold shares in the stock, with a total of 7.97 Million shares, which have been reported (via 13F filing form) to have a value of $765 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
3,254
shares
|
$312,611
0.01% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
3,216
shares
|
$308,961
0.0% of portfolio
|
Q2 2025
Added 277.02%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Oct 14, 2025 Q3 2025 |
3,210
shares
|
$308,384
0.05% of portfolio
|
Q3 2025
Reduced 9.7%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
3,201
shares
|
$307,520
0.11% of portfolio
|
Q2 2025
Reduced 10.36%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
2,841
shares
|
$272,934
0.04% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,814
shares
|
$270,340
0.0% of portfolio
|
Q2 2025
Added 31.43%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,743
shares
|
$263,520
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
2,636
shares
|
$253,240
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Aug 13, 2025 Q2 2025 |
2,594
shares
|
$249,205
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,584
shares
|
$248,244
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,568
shares
|
$246,707
0.01% of portfolio
|
Q2 2020
Reduced 69.86%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
2,529
shares
|
$242,961
0.02% of portfolio
|
Q2 2025
Reduced 19.92%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
2,486
shares
|
$238,830
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
2,404
shares
|
$230,952
0.05% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
2,270
shares
|
$218,078
0.07% of portfolio
|
Q2 2025
Reduced 4.22%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
2,259
shares
|
$217,022
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,122
shares
|
$203,860
0.0% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
2,104
shares
|
$202,131
0.26% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,010
shares
|
$193,100
0.03% of portfolio
|
Q2 2024
Reduced 34.46%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,527
shares
|
$146,698
0.0% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,079
shares
|
$103,659
0.01% of portfolio
|
Q2 2025
Reduced 38.45%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
1,047
shares
|
$100,585
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,027
shares
|
$98,663
0.0% of portfolio
|
Q2 2025
Added 10.79%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
965
shares
|
$92,707
0.02% of portfolio
|
Q1 2025
Reduced 38.38%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
933
shares
|
$89,633
0.02% of portfolio
|
Q2 2025
Reduced 3.32%
|