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PIMCO Low Duration Exchange-Traded Fund (LDUR) Institutional Ownership

PIMCO Low Duration Exchange-Traded Fund logo
$95.30 -0.12 (-0.13%)
As of 05:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO Low Duration Exchange-Traded Fund (NYSEARCA:LDUR)

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$285.32M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$126.59M
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LDUR Institutional Buying and Selling by Quarter

PIMCO Low Duration Exchange-Traded Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/21/2025Geneos Wealth Management Inc.1,856$178K0.0%+10.0%0.021%
5/19/2025Jane Street Group LLC49,652$4.77M0.0%+730.2%0.557%
5/16/2025Integrated Wealth Concepts LLC24,478$2.35M0.0%-78.5%0.274%
5/16/2025Curi RMB Capital LLC3,394$326K0.0%+31.9%0.038%
5/15/2025Royal Bank of Canada107,558$10.32M0.0%-0.9%1.206%
5/15/2025TD Capital Management LLC428,021$41.08M4.2%+2.3%4.798%
5/14/2025CreativeOne Wealth LLC17,354$1.67M0.0%+26.5%0.195%
5/14/2025Kestra Advisory Services LLC15,852$1.52M0.0%+17.4%0.178%
5/14/2025Barnes Wealth Management Group Inc26,701$2.56M1.6%+7.3%0.299%
5/14/2025CW Advisors LLC10,558$1.01M0.0%N/A0.118%
5/14/2025Flow Traders U.S. LLC11,875$1.14M0.0%N/A0.133%
5/14/2025Accredited Wealth Management LLC4,718$453K0.4%+6.5%0.053%
5/13/2025Watts Gwilliam & Co. LLC2,669$256K0.1%-9.0%0.030%
5/13/2025Kovitz Investment Group Partners LLC20,289$1.95M0.0%+786.8%0.227%
5/13/2025HighTower Advisors LLC127,166$12.21M0.0%-43.2%1.426%
5/12/2025Astor Investment Management LLC73,899$7.09M3.8%N/A0.828%
5/12/2025WBH Advisory Inc.3,158$303K0.0%-16.1%0.035%
5/9/2025Legacy Capital Group California Inc.17,242$1.66M0.6%N/A0.193%
5/9/2025Cedar Wealth Management LLC2,370$227K0.1%-21.8%0.027%
5/8/2025Howland Capital Management LLC77,040$7.39M0.3%-1.2%0.864%
5/8/2025MGO One Seven LLC24,109$2.31M0.1%-8.1%0.270%
5/7/2025Patten & Patten Inc. TN21,651$2.08M0.1%-6.8%0.243%
5/7/2025Nottingham Advisors Inc.2,557$245K0.0%-27.3%0.029%
5/7/2025LPL Financial LLC378,586$36.34M0.0%+47.1%4.244%
5/7/2025Keyvantage Wealth LLC8,226$790K0.4%-70.2%0.092%
5/6/2025Assetmark Inc.927$89K0.0%+25.3%0.010%
5/6/2025Cetera Investment Advisers14,105$1.35M0.0%+21.3%0.158%
5/6/2025AE Wealth Management LLC8,578$823K0.0%+47.8%0.096%
5/6/2025Proficio Capital Partners LLC4,370$419K0.0%-49.0%0.049%
5/6/2025Advocacy Wealth Management Services LLC409,688$39.32M2.7%-50.0%4.593%
5/6/2025PFG Advisors25,625$2.46M0.1%+5.4%0.287%
5/5/2025Treasure Coast Financial Planning40,688$3.91M2.4%-0.6%0.456%
5/5/2025IFP Advisors Inc31,187$2.99M0.1%+2.1%0.350%
5/5/2025OneAscent Financial Services LLC4,518$434K0.0%-51.7%0.051%
5/5/2025Beckerman Institutional LLC63,841$6.13M4.4%+3.8%0.716%
5/2/2025Legacy Capital Wealth Partners LLC14,003$1.34M0.3%+46.8%0.156%
5/2/2025PAX Financial Group LLC24,500$2.35M0.4%+1.2%0.272%
5/1/2025CWM LLC966,930$92.80M0.4%+1.9%10.744%
5/1/2025Greatmark Investment Partners Inc.19,317$1.85M0.3%-15.9%0.215%
5/1/2025Stephens Inc. AR6,277$602K0.0%+2.5%0.070%
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5/1/2025SkyOak Wealth LLC42,510$4.08M0.9%+13.9%0.472%
5/1/2025Sage Rhino Capital LLC28,731$2.76M0.6%+0.8%0.319%
4/30/2025Financial Gravity Asset Management Inc.965$93K0.0%N/A0.011%
4/30/2025Moloney Securities Asset Management LLC2,584$248K0.0%N/A0.029%
4/30/2025Axxcess Wealth Management LLC5,927$569K0.0%+76.5%0.066%
4/30/202549 Wealth Management LLC20,838$2M0.2%-39.2%0.232%
4/30/2025Brown Advisory Inc.39,427$3.78M0.0%+16.0%0.438%
4/29/2025Raleigh Capital Management Inc.1,574$151K0.1%N/A0.017%
4/29/2025Envestnet Asset Management Inc.110,886$10.64M0.0%+171.4%1.232%
4/29/2025Concurrent Investment Advisors LLC4,023$386K0.0%N/A0.045%
4/29/2025Bank of New York Mellon Corp2,411$231K0.0%N/A0.027%
4/29/2025Morris Financial Concepts Inc.260$25K0.0%N/A0.003%
4/29/2025OneDigital Investment Advisors LLC147,057$14.11M0.2%-6.3%1.634%
4/29/2025Aviance Capital Partners LLC9,073$871K0.1%+51.1%0.101%
4/28/2025CarsonAllaria Wealth Management Ltd.48,823$4.69M2.7%+6.7%0.542%
4/28/2025DAVENPORT & Co LLC3,715$357K0.0%+68.4%0.041%
4/28/2025Clear Creek Financial Management LLC28,447$2.73M0.3%-6.3%0.316%
4/25/2025Valley National Advisers Inc.46,527$4.46M0.8%+8.6%0.517%
4/25/2025BankPlus Wealth Management LLC8,527$818K0.6%+2.6%0.095%
4/25/2025Essex Financial Services Inc.43,755$4.20M0.3%+30.3%0.486%
4/24/2025Smart Portfolios LLC8,258$793K0.9%-4.2%0.092%
4/24/2025Family Investment Center Inc.14,329$1.38M0.3%+5.4%0.159%
4/23/2025Win Advisors Inc.9,093$873K0.4%N/A0.101%
4/23/2025AIFG Consultants Ltd.40,929$3.93M6.5%-3.8%0.455%
4/18/2025Halbert Hargrove Global Advisors LLC6,223$597K0.0%+2.0%0.069%
4/17/2025Access Financial Services Inc.124,232$11.92M4.8%+15.1%1.380%
4/17/2025Dynamic Advisor Solutions LLC97,199$9.33M0.3%+1.3%1.080%
4/17/2025American Institute for Advanced Investment Management LLP4,423$425K0.3%+11.3%0.049%
4/16/2025Opal Wealth Advisors LLC324$31K0.0%N/A0.004%
4/16/2025Wealth Enhancement Advisory Services LLC212,722$20.42M0.0%+17.2%2.364%
4/16/2025Kelly Financial Group LLC248,400$23.84M4.0%+18.3%2.760%
4/16/2025Krilogy Financial LLC11,428$1.10M0.1%+2.9%0.127%
4/15/2025Wealthcare Advisory Partners LLC7,750$744K0.0%+1.4%0.086%
4/15/2025Signet Financial Management LLC43,059$4.13M0.6%-7.7%0.478%
4/15/2025Fourpath Capital Management LLC2,219$213K0.0%N/A0.025%
4/14/2025Farther Finance Advisors LLC11,919$1.14M0.0%+29.1%0.132%
4/14/2025CGC Financial Services LLC3,165$304K0.1%-9.2%0.035%
4/11/2025First National Corp MA ADV88,696$8.51M1.9%+10.5%0.983%
4/11/2025Procyon Advisors LLC8,354$802K0.0%-14.8%0.093%
4/9/2025RFG Advisory LLC27,467$2.64M0.1%+6.8%0.305%
4/9/2025Capital Asset Advisory Services LLC3,507$335K0.0%+4.1%0.039%
4/8/2025Parallel Advisors LLC604$58K0.0%-16.0%0.007%
4/7/2025O Connor Financial Group LLC207,019$19.87M10.3%+2.4%2.295%
3/24/2025Mascagni Wealth Management Inc.444$42K0.0%N/A0.005%
3/17/2025Wealth Enhancement Advisory Services LLC181,497$17.24M0.0%N/A2.096%
2/27/2025Skyline Advisors Inc.3,576$340K0.1%-13.5%0.041%
2/24/2025Ameriflex Group Inc.6,080$581K0.3%N/A0.070%
2/18/202549 Wealth Management LLC34,250$3.25M0.5%-14.3%0.363%
2/17/2025Waverly Advisors LLC13,449$1.28M0.0%N/A0.142%
2/17/2025Geller Advisors LLC8,403$801K0.1%+9.0%0.089%
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2/17/2025Cetera Investment Advisers11,624$1.10M0.0%-17.6%0.123%
2/17/2025Captrust Financial Advisors31,506$2.99M0.0%-4.0%0.334%
2/17/2025Citadel Advisors LLC9,051$860K0.0%-59.0%0.096%
2/17/2025Bank of America Corp DE359,682$34.17M0.0%-0.9%3.810%
2/17/2025Accredited Wealth Management LLC4,430$422K0.4%N/A0.047%
2/17/2025Advocacy Wealth Management Services LLC818,639$77.76M5.9%+0.9%8.672%
2/14/2025Mercer Global Advisors Inc. ADV9,897$940K0.0%+21.6%0.105%
2/14/2025Jane Street Group LLC5,981$568K0.0%-22.4%0.063%
2/14/2025Valley Financial Group Inc.2,218$211K0.1%-13.4%0.023%
2/14/2025Kovitz Investment Group Partners LLC2,288$217K0.0%N/A0.024%
(Data available from 1/1/2016 forward)

LDUR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LDUR shares?

During the previous two years, 186 institutional investors and hedge funds held shares of PIMCO Low Duration Exchange-Traded Fund. The most heavily invested institutionals were CWM LLC ($92.80M), TD Capital Management LLC ($41.08M), Advocacy Wealth Management Services LLC ($39.32M), LPL Financial LLC ($36.34M), Bank of America Corp DE ($34.17M), Tobias Financial Advisors Inc. ($23.93M), and Kelly Financial Group LLC ($23.84M).Learn more on PIMCO Low Duration Exchange-Traded Fund's institutional investors.

Which institutional investors have been buying PIMCO Low Duration Exchange-Traded Fund's stock?

Of the 143 institutional investors that purchased PIMCO Low Duration Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Advocacy Wealth Management Services LLC ($818.64K), Proficio Capital Partners LLC ($808.31K), Kelly Financial Group LLC ($248.40K), Wealth Enhancement Advisory Services LLC ($212.72K), LPL Financial LLC ($168.10K), JPMorgan Chase & Co. ($161.68K), and Financial Gravity Asset Management Inc. ($141.32K).

How much institutional buying is happening at PIMCO Low Duration Exchange-Traded Fund?

Institutional investors have bought a total of 2,997,900 shares in the last 24 months. This purchase volume represents approximately $285.32M in transactions.

Which of PIMCO Low Duration Exchange-Traded Fund's major shareholders have been selling company stock?

Of the 80 institutional investors that sold PIMCO Low Duration Exchange-Traded Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Advocacy Wealth Management Services LLC ($408.95K), Elwood & Goetz Wealth Advisory Group LLC ($206.22K), Integrated Wealth Concepts LLC ($101.70K), HighTower Advisors LLC ($97.31K), Jane Street Group LLC ($45.37K), 49 Wealth Management LLC ($36.56K), and Dynamic Advisor Solutions LLC ($34.89K).

How much institutional selling is happening at PIMCO Low Duration Exchange-Traded Fund?

Institutional investors have sold a total of 1,325,306 shares in the last 24 months. This volume of shares sold represents approximately $126.59M in transactions.


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This page (NYSEARCA:LDUR) was last updated on 7/3/2025 by MarketBeat.com Staff
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