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

PIMCO Low Duration Exchange-Traded Fund logo
$95.29 -0.08 (-0.08%)
As of 04:10 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)
98
Total
Institutional Inflows
(last 12 months)
$264.43M
Number of
Institutional Sellers
(last 12 months)
80
Total
Institutional Outflows
(last 12 months)
$68.15M
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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
5/2/2025Legacy 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%
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%
4/30/2025 Financial Gravity Asset Management Inc.965$93K0.0%N/A0.011%
4/30/2025 Moloney Securities Asset Management LLC2,584$248K0.0%N/A0.029%
4/30/2025 Axxcess Wealth Management LLC5,927$569K0.0%+76.5%0.066%
4/30/2025 49 Wealth Management LLC20,838$2M0.2%-39.2%0.232%
4/30/2025 Brown Advisory Inc.39,427$3.78M0.0%+16.0%0.438%
4/29/2025 Raleigh Capital Management Inc.1,574$151K0.1%N/A0.017%
4/29/2025 Envestnet Asset Management Inc.110,886$10.64M0.0%+171.4%1.232%
4/29/2025 Concurrent Investment Advisors LLC4,023$386K0.0%N/A0.045%
4/29/2025 Bank of New York Mellon Corp2,411$231K0.0%N/A0.027%
4/29/2025 Morris Financial Concepts Inc.260$25K0.0%N/A0.003%
4/29/2025 OneDigital Investment Advisors LLC147,057$14.11M0.2%-6.3%1.634%
4/29/2025 Aviance Capital Partners LLC9,073$871K0.1%+51.1%0.101%
4/28/2025 CarsonAllaria Wealth Management Ltd.48,823$4.69M2.7%+6.7%0.542%
4/28/2025 DAVENPORT & Co LLC3,715$357K0.0%+68.4%0.041%
4/28/2025 Clear Creek Financial Management LLC28,447$2.73M0.3%-6.3%0.316%
4/25/2025 Valley National Advisers Inc.46,527$4.46M0.8%+8.6%0.517%
4/25/2025 BankPlus Wealth Management LLC8,527$818K0.6%+2.6%0.095%
4/25/2025 Essex Financial Services Inc.43,755$4.20M0.3%+30.3%0.486%
4/24/2025 Smart Portfolios LLC8,258$793K0.9%-4.2%0.092%
4/24/2025 Family Investment Center Inc.14,329$1.38M0.3%+5.4%0.159%
4/23/2025 Win Advisors Inc.9,093$873K0.4%N/A0.101%
4/23/2025 AIFG Consultants Ltd.40,929$3.93M6.5%-3.8%0.455%
4/18/2025 Halbert Hargrove Global Advisors LLC6,223$597K0.0%+2.0%0.069%
4/17/2025 Access Financial Services Inc.124,232$11.92M4.8%+15.1%1.380%
4/17/2025 Dynamic Advisor Solutions LLC97,199$9.33M0.3%+1.3%1.080%
4/17/2025 American Institute for Advanced Investment Management LLP4,423$425K0.3%+11.3%0.049%
4/16/2025 Opal Wealth Advisors LLC324$31K0.0%N/A0.004%
4/16/2025 Wealth Enhancement Advisory Services LLC212,722$20.42M0.0%+17.2%2.364%
4/16/2025 Kelly Financial Group LLC248,400$23.84M4.0%+18.3%2.760%
4/16/2025 Krilogy Financial LLC11,428$1.10M0.1%+2.9%0.127%
4/15/2025 Wealthcare Advisory Partners LLC7,750$744K0.0%+1.4%0.086%
4/15/2025 Signet Financial Management LLC43,059$4.13M0.6%-7.7%0.478%
4/15/2025 Fourpath Capital Management LLC2,219$213K0.0%N/A0.025%
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4/14/2025 Farther Finance Advisors LLC11,919$1.14M0.0%+29.1%0.132%
4/14/2025 CGC Financial Services LLC3,165$304K0.1%-9.2%0.035%
4/11/2025 First National Corp MA ADV88,696$8.51M1.9%+10.5%0.983%
4/11/2025 Procyon Advisors LLC8,354$802K0.0%-14.8%0.093%
4/9/2025 RFG Advisory LLC27,467$2.64M0.1%+6.8%0.305%
4/9/2025 Capital Asset Advisory Services LLC3,507$335K0.0%+4.1%0.039%
4/8/2025 Parallel Advisors LLC604$58K0.0%-16.0%0.007%
4/7/2025 O Connor Financial Group LLC207,019$19.87M10.3%+2.4%2.295%
3/24/2025 Mascagni Wealth Management Inc.444$42K0.0%N/A0.005%
3/17/2025 Wealth Enhancement Advisory Services LLC181,497$17.24M0.0%N/A2.096%
2/27/2025 Skyline Advisors Inc.3,576$340K0.1%-13.5%0.041%
2/24/2025Ameriflex Group Inc.6,080$581K0.3%N/A0.070%
2/18/2025 49 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%
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%
2/14/2025Keyvantage Wealth LLC27,616$2.62M1.9%N/A0.293%
2/14/2025Integrated Wealth Concepts LLC113,809$10.81M0.1%+7.5%1.206%
2/14/2025MGO One Seven LLC26,224$2.49M0.1%+10.5%0.278%
2/14/2025Stifel Financial Corp20,402$1.94M0.0%-20.7%0.216%
2/14/2025 OneDigital Investment Advisors LLC156,980$14.91M0.2%-2.7%1.663%
2/14/2025TD Waterhouse Canada Inc.345$33K0.0%-43.4%0.004%
2/14/2025GeoWealth Management LLC6,435$611K0.0%+68.2%0.068%
2/13/2025NewEdge Advisors LLC23,903$2.27M0.0%-2.6%0.253%
2/13/2025CreativeOne Wealth LLC13,720$1.30M0.0%-11.0%0.145%
2/13/2025Mariner LLC26,563$2.52M0.0%+1.2%0.281%
2/13/2025Raymond James Financial Inc.23,076$2.19M0.0%N/A0.244%
2/13/2025Advisory Services Network LLC5,417$515K0.0%-49.7%0.057%
2/13/2025Bank of Montreal Can462$44K0.0%-52.0%0.005%
2/13/2025 Envestnet Asset Management Inc.40,861$3.88M0.0%-2.2%0.433%
2/13/2025Wells Fargo & Company MN112,582$10.69M0.0%+2.6%1.193%
2/12/2025PAX Financial Group LLC24,199$2.30M0.4%-4.4%0.256%
2/12/2025Nottingham Advisors Inc.3,517$334K0.0%-33.2%0.037%
2/12/2025OneAscent Financial Services LLC9,345$891K0.1%N/A0.099%
2/12/2025Riggs Capital Management LLC8,433$801K0.8%N/A0.089%
2/12/2025JPMorgan Chase & Co.198,312$18.84M0.0%+362.3%2.101%
2/12/2025Ausdal Financial Partners Inc.4,992$474K0.0%+16.1%0.053%
2/11/2025Syverson Strege & Co12,250$1.16M0.4%-1.9%0.130%
2/11/2025LPL Financial LLC257,318$24.44M0.0%+19.6%2.726%
2/11/2025 Vickerman Investment Advisors Inc.88,028$8.36M2.3%-13.3%0.933%
2/10/2025 Axxcess Wealth Management LLC3,358$319K0.0%+8.2%0.036%
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2/10/2025Patten & Patten Inc. TN23,227$2.21M0.1%-10.8%0.246%
2/10/2025Corient Private Wealth LLC7,917$752K0.0%-4.7%0.084%
2/10/2025Greatmark Investment Partners Inc.22,967$2.18M0.3%-2.9%0.243%
2/10/2025Commonwealth Equity Services LLC24,590$2.34M0.0%-24.9%0.260%
2/10/2025Avantax Advisory Services Inc.20,424$1.94M0.0%+2.9%0.216%
2/10/2025 Farther Finance Advisors LLC9,231$877K0.0%+9.3%0.098%
2/7/2025 Sequoia Financial Advisors LLC6,622$629K0.0%-15.8%0.070%
2/7/2025PFG Advisors24,302$2.31M0.1%+3.3%0.257%
2/7/2025HighTower Advisors LLC223,948$21.27M0.0%-0.2%2.372%
2/7/2025Independent Advisor Alliance70,110$6.66M0.1%N/A0.743%
(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), Advocacy Wealth Management Services LLC ($77.76M), TD Capital Management LLC ($39.73M), Bank of America Corp DE ($34.17M), LPL Financial LLC ($24.44M), Tobias Financial Advisors Inc. ($23.93M), and Kelly Financial Group LLC ($23.84M).Learn more on LDUR's institutional investors.

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

Of the 143 institutional investors that purchased PIMCO Low Duration Exchange-Traded Fund 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), JPMorgan Chase & Co. ($161.68K), Financial Gravity Asset Management Inc. ($154.53K), and Vickerman Investment Advisors Inc. ($140.33K).

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

Institutional investors have bought a total of 4,392,988 shares in the last 24 months. This purchase volume represents approximately $416.30M in transactions.

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

Of the 119 institutional investors that sold PIMCO Low Duration Exchange-Traded Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Halbert Hargrove Global Advisors LLC ($1.15M), Osaic Holdings Inc. ($405.92K), Envestnet Asset Management Inc. ($304.68K), CWM LLC ($262.77K), Elwood & Goetz Wealth Advisory Group LLC ($212.05K), Sequoia Financial Advisors LLC ($156.03K), and Procyon Advisors LLC ($135.23K).

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

Institutional investors have sold a total of 3,865,770 shares in the last 24 months. This volume of shares sold represents approximately $363.98M in transactions.


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This page (NYSEARCA:LDUR) was last updated on 5/2/2025 by MarketBeat.com Staff
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