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

PIMCO Low Duration Exchange-Traded Fund logo
$96.08 +0.06 (+0.06%)
As of 03:34 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)
110
Total
Institutional Inflows
(last 12 months)
$281.84M
Number of
Institutional Sellers
(last 12 months)
81
Total
Institutional Outflows
(last 12 months)
$116.05M
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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
9/9/2025NWF Advisory Services Inc.7,403$709K0.1%-2.0%0.078%
8/27/2025Barnes Wealth Management Group Inc27,111$2.60M1.5%+1.5%0.287%
8/19/2025Advisory Services Network LLC9,120$872K0.0%+43.1%0.096%
8/18/2025Geneos Wealth Management Inc.3,464$332K0.0%+86.6%0.037%
8/18/2025Kestra Investment Management LLC2,230$214K0.0%N/A0.024%
8/15/2025Howland Capital Management LLC77,974$7.47M0.3%+1.2%0.824%
8/15/2025Corient Private Wealth LLC10,777$1.03M0.0%-29.6%0.114%
8/15/2025Captrust Financial Advisors30,245$2.90M0.0%-2.6%0.320%
8/15/2025Great Valley Advisor Group Inc.19,504$1.87M0.0%N/A0.206%
8/15/2025Curi Capital LLC4,915$471K0.0%+44.8%0.052%
8/15/2025Bank of America Corp DE360,068$34.51M0.0%+3.3%3.806%
8/14/2025Jane Street Group LLC14,709$1.41M0.0%-70.4%0.155%
8/14/2025Raymond James Financial Inc.57,353$5.50M0.0%+138.4%0.606%
8/14/2025Sand Hill Global Advisors LLC12,966$1.24M0.0%N/A0.137%
8/14/2025NewEdge Advisors LLC23,239$2.23M0.0%-2.5%0.246%
8/13/2025Avestar Capital LLC17,090$1.64M0.1%+2.0%0.181%
8/13/2025Flow Traders U.S. LLC12,670$1.21M0.0%+6.7%0.134%
8/13/2025Brown Advisory Inc.37,229$3.57M0.0%-5.6%0.394%
8/13/2025GeoWealth Management LLC18,567$1.78M0.1%+62.6%0.196%
8/13/2025EverSource Wealth Advisors LLC1,079$103K0.0%-38.4%0.011%
8/13/2025Advocacy Wealth Management Services LLC439,985$42.16M2.6%+7.4%4.651%
8/13/2025Legacy Capital Wealth Partners LLC18,077$1.73M0.4%+29.1%0.191%
8/13/2025Mayfair Advisory Group LLC6,202$593K0.3%-16.8%0.066%
8/12/2025CreativeOne Wealth LLC23,923$2.29M0.1%+37.9%0.253%
8/12/2025JPMorgan Chase & Co.250,872$24.04M0.0%+4.0%2.652%
8/11/2025Outlook Wealth Advisors LLC3,270$313K0.1%N/A0.034%
8/11/2025PAX Financial Group LLC21,635$2.07M0.4%-11.7%0.227%
8/8/2025Financial Gravity Companies Inc.933$89K0.0%N/A0.010%
8/8/2025Keyvantage Wealth LLC7,088$679K0.3%-13.8%0.074%
8/8/2025Cetera Investment Advisers17,903$1.72M0.0%+26.9%0.188%
8/7/2025PFG Advisors26,190$2.51M0.1%+2.2%0.275%
8/6/2025Prospera Financial Services Inc8,472$813K0.0%-2.5%0.089%
8/6/2025AE Wealth Management LLC21,030$2.02M0.0%+145.2%0.221%
8/5/2025Beckerman Institutional LLC65,433$6.27M4.2%+2.5%0.687%
8/5/2025Aviance Capital Partners LLC7,973$764K0.1%-12.1%0.084%
8/4/2025Syverson Strege & Co13,063$1.25M0.3%+3.1%0.137%
8/4/2025Atria Investments Inc63,999$6.13M0.1%+149.3%0.672%
8/1/2025Austin Private Wealth LLC6,543$627K0.0%-73.0%0.069%
8/1/2025Envestnet Asset Management Inc.213,441$20.45M0.0%+92.5%2.242%
7/30/2025Greatmark Investment Partners Inc.13,727$1.32M0.2%-28.9%0.144%
7/30/2025Triton Financial Group Inc4,128$396K0.3%N/A0.043%
7/30/2025Crewe Advisors LLC1,047$100K0.0%N/A0.011%
7/30/2025WBH Advisory Inc.2,529$242K0.0%-19.9%0.027%
7/29/2025Stephens Inc. AR6,125$587K0.0%-2.4%0.064%
7/28/2025Patten & Patten Inc. TN20,248$1.94M0.1%-6.5%0.213%
7/28/2025Smart Portfolios LLC8,116$778K0.8%-1.7%0.085%
7/28/2025Harbour Investments Inc.898$86K0.0%-45.1%0.009%
7/28/2025JGP Wealth Management LLC6,380$611K0.1%N/A0.067%
7/28/2025CGC Financial Services LLC2,885$276K0.1%-8.8%0.030%
7/28/2025RFG Advisory LLC30,045$2.88M0.1%+9.4%0.316%
7/28/2025Axxcess Wealth Management LLC9,915$950K0.0%+67.3%0.104%
7/25/2025Sequoia Financial Advisors LLC2,838$272K0.0%-56.8%0.030%
7/25/2025MGO One Seven LLC33,667$3.23M0.1%+39.6%0.354%
7/25/2025CWM LLC867,095$83.09M0.3%-10.3%9.108%
7/25/2025Concurrent Investment Advisors LLC5,423$520K0.0%+34.8%0.057%
7/24/2025Fourpath Capital Management LLC3,555$341K0.1%+60.2%0.037%
7/24/2025CarsonAllaria Wealth Management Ltd.50,293$4.82M2.6%+3.0%0.528%
7/23/2025Clear Creek Financial Management LLC26,607$2.55M0.2%-6.5%0.279%
7/22/2025Valley National Advisers Inc.47,877$4.59M0.7%+2.9%0.503%
7/22/2025DAVENPORT & Co LLC8,164$782K0.0%+119.8%0.086%
7/22/2025Wealthcare Advisory Partners LLC8,736$837K0.0%+12.7%0.092%
7/21/2025AIFG Consultants Ltd.41,805$4.01M7.8%+2.1%0.439%
7/21/2025Ameriflex Group Inc.5,395$516K0.3%+10.1%0.057%
7/18/2025Astor Investment Management LLC185,159$17.74M9.6%+150.6%1.945%
7/17/2025Halbert Hargrove Global Advisors LLC5,788$555K0.0%-7.0%0.061%
7/17/2025Raleigh Capital Management Inc.3,774$362K0.2%+139.8%0.040%
7/17/2025Sage Rhino Capital LLC25,772$2.47M0.5%-10.3%0.271%
7/16/2025Lloyd Advisory Services LLC.3,289$315K0.2%N/A0.035%
7/16/2025BankPlus Wealth Management LLC9,011$863K0.6%+5.7%0.095%
7/16/2025Essex Financial Services Inc.44,380$4.25M0.3%+1.4%0.466%
7/15/2025Charter Capital Management LLC DE8,192$785K0.5%N/A0.086%
7/15/2025Kelly Financial Group LLC249,893$23.95M3.8%+0.6%2.625%
7/14/2025Legacy Capital Group California Inc.47,302$4.53M1.3%+174.3%0.489%
7/11/2025Skyline Advisors Inc.3,201$307K0.1%-10.4%0.033%
7/11/2025Farther Finance Advisors LLC16,850$1.62M0.0%+41.4%0.174%
7/11/2025Diversified Trust Co3,266$313K0.0%+3.8%0.034%
7/10/2025Wealth Enhancement Advisory Services LLC209,141$19.93M0.0%-1.7%2.161%
7/9/2025Dynamic Advisor Solutions LLC98,192$9.41M0.3%+1.0%1.014%
7/9/2025Procyon Advisors LLC3,270$313K0.0%-60.9%0.034%
7/8/2025First National Corp MA ADV93,703$8.98M1.8%+5.6%0.966%
7/7/2025O Connor Financial Group LLC215,648$20.55M9.1%+4.2%2.223%
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%
(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, 189 institutional investors and hedge funds held shares of PIMCO Low Duration Exchange-Traded Fund. The most heavily invested institutionals were CWM LLC ($83.09M), Advocacy Wealth Management Services LLC ($42.16M), TD Capital Management LLC ($41.08M), LPL Financial LLC ($36.34M), Bank of America Corp DE ($34.51M), JPMorgan Chase & Co. ($24.04M), and Kelly Financial Group LLC ($23.95M).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 148 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 ($848.94K), Proficio Capital Partners LLC ($808.31K), Kelly Financial Group LLC ($249.89K), Wealth Enhancement Advisory Services LLC ($212.72K), Astor Investment Management LLC ($185.16K), Envestnet Asset Management Inc. ($175.89K), and JPMorgan Chase & Co. ($171.32K).

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

Institutional investors have bought a total of 2,954,621 shares in the last 24 months. This purchase volume represents approximately $281.84M in transactions.

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

Of the 81 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), Integrated Wealth Concepts LLC ($101.70K), CWM LLC ($99.84K), HighTower Advisors LLC ($97.31K), Jane Street Group LLC ($80.32K), 49 Wealth Management LLC ($36.56K), and Proficio Capital Partners LLC ($34.15K).

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

Institutional investors have sold a total of 1,211,563 shares in the last 24 months. This volume of shares sold represents approximately $116.05M in transactions.


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This page (NYSEARCA:LDUR) was last updated on 9/10/2025 by MarketBeat.com Staff
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