PIMCO ENHANCED LOW DURATION LDUR
$95.30
+0.1% 52w: $91.46 – $95.33
Latest 13F among current holders filed 31 days ago (Jun 4, 2026)
Price — last 12 months
research preview data91.4693.4095.33
Jun 20, 2025 Jul 2, 2026
Institutional holders
192
+27 QoQ
13F value
$1.17B
+22.8% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns LDUR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| FMR LLC | Long only active | 1.9M | $184.5M | 0.0% | +5.7% |
| Advocacy Wealth Management, LLC | Wealth advisor | 1.1M | $103.6M | 4.6% | +18.5% |
| LPL Financial LLC | Bank broker | 1.0M | $97.2M | 0.0% | +69.9% |
| CWM, LLC | Wealth advisor | 891.8K | $85.4M | 0.2% | -5.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 516.3K | $49.5M | 0.0% | -5.1% |
| TD Capital Management LLC | Wealth advisor | 436.0K | $41.8M | 3.8% | +1.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 423.8K | $40.6M | 0.0% | +3.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 412.2K | $39.5M | 0.0% | +115.3% |
| MORGAN STANLEY | Bank broker | 394.3K | $37.8M | 0.0% | +16.9% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 343.7K | $32.9M | 0.6% | New |
| JPMORGAN CHASE & CO | Bank broker | 284.6K | $27.2M | 0.0% | +2.2% |
| KELLY FINANCIAL GROUP LLC | Wealth advisor | 282.8K | $27.1M | 6.8% | +2.9% |
| O'Connor Financial Group LLC | Wealth advisor | 231.3K | $22.2M | 9.1% | 0.0% |
| Beacon Capital Management, Inc. | Wealth advisor | 193.1K | $18.5M | 1.0% | +8.5% |
| Gateway Wealth Partners, LLC | Wealth advisor | 176.0K | $16.9M | 0.7% | +120.8% |
| BROWN ADVISORY INC | Diversified mechanical | 166.3K | $15.9M | 0.0% | +359.6% |
| ROYAL BANK OF CANADA | Bank broker | 163.2K | $15.6M | 0.0% | +4.3% |
| Cetera Investment Advisers | Wealth advisor | 158.6K | $15.2M | 0.0% | +482.3% |
| OneDigital Investment Advisors LLC | Wealth advisor | 142.2K | $13.6M | 0.1% | +21.2% |
| HighTower Advisors, LLC | Diversified mechanical | 136.3K | $13.1M | 0.0% | -2.5% |
| Atria Investments, Inc | Wealth advisor | 122.4K | $11.7M | 0.1% | +121.0% |
| Mariner, LLC | Diversified mechanical | 114.2K | $10.9M | 0.0% | +660.2% |
| UBS Group AG | Bank broker | 109.2K | $10.5M | 0.0% | -8.7% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 105.7K | $10.1M | 0.0% | -45.2% |
| Visionary Wealth Advisors | Wealth advisor | 89.4K | $8.6M | 0.4% | +30.6% |
| CoreCap Advisors, LLC | Wealth advisor | 85.9K | $8.2M | 0.3% | New |
| Treasure Coast Financial Planning | Wealth advisor | 80.7K | $7.7M | 4.0% | +79.6% |
| EXCHANGE TRADED CONCEPTS, LLC | Index provider | 79.8K | $7.6M | 0.1% | New |
| HERITAGE OAK WEALTH ADVISORS LLC | Wealth advisor | 75.6K | $7.2M | 2.3% | New |
| HOWLAND CAPITAL MANAGEMENT LLC | Other | 70.4K | $6.8M | 0.3% | +3.6% |
| Dynamic Advisor Solutions LLC | Wealth advisor | 70.2K | $6.7M | 0.2% | +3.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 68.3K | $6.5M | 0.0% | +22.8% |
| CarsonAllaria Wealth Management, Ltd. | Wealth advisor | 66.8K | $6.4M | 3.2% | +6.7% |
| VALLEY NATIONAL ADVISERS INC | Wealth advisor | 63.2K | $6.1M | 0.8% | +5.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 54.8K | $5.2M | 0.0% | +28.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 54.0K | $5.2M | 0.0% | +13.4% |
| Beckerman Institutional, LLC | Wealth advisor | 53.9K | $5.2M | 2.7% | -1.9% |
| Essex Financial Services, Inc. | Wealth advisor | 53.0K | $5.1M | 0.3% | +8.0% |
| Wealth Advisors of Iowa, LLC | Wealth advisor | 49.6K | $4.8M | 1.5% | +194.0% |
| SkyOak Wealth, LLC | Wealth advisor | 48.0K | $4.6M | 0.8% | +11.4% |
| MAIMON WEALTH MANAGEMENT LTD. | Wealth advisor | 46.4K | $4.4M | 3.9% | +8.7% |
| Legacy Capital Group California, Inc. | Other | 43.5K | $4.2M | 1.6% | -4.8% |
| IFP Advisors, Inc | Wealth advisor | 42.8K | $4.1M | 0.1% | +32.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 37.0K | $3.5M | 0.0% | -11.4% |
| CreativeOne Wealth, LLC | Wealth advisor | 35.3K | $3.4M | 0.1% | +11.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 30.6K | $2.9M | 0.0% | +12.4% |
| SAGE RHINO CAPITAL LLC | Wealth advisor | 29.7K | $2.8M | 0.5% | +11.6% |
| Barnes Wealth Management Group, Inc | Wealth advisor | 29.0K | $2.8M | 1.4% | +1.6% |
| Global View Capital Management LLC | Wealth advisor | 26.9K | $2.6M | 0.7% | New |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 26.3K | $2.5M | 0.0% | -3.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.