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

$95.49 +0.07 (+0.07%)
Closing price 04:10 PM Eastern
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$95.48 -0.02 (-0.02%)
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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)
129
Total
Institutional Inflows
(last 12 months)
$253.89M
Number of
Institutional Sellers
(last 12 months)
84
Total
Institutional Outflows
(last 12 months)
$123.43M
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LDUR Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Compass Financial Group Inc.12,955$1.24M0.6%+0.9%0.091%
5/5/2026Bank of New York Mellon Corp16,326$1.56M0.0%+284.1%0.114%
5/5/2026Geneos Wealth Management Inc.2,721$261K0.0%+64.5%0.019%
5/5/2026Sanctuary Advisors LLC21,633$2.07M0.0%+417.8%0.152%
5/4/2026 Beckerman Institutional LLC53,867$5.16M2.7%-1.9%0.378%
5/4/2026 Legacy Capital Group California Inc.43,493$4.17M1.6%-4.8%0.305%
5/4/2026 NWF Advisory Services Inc.4,486$430K0.0%-19.4%0.031%
5/2/2026 International Assets Investment Management LLC349$33K0.0%+1,025.8%0.002%
5/2/2026 Diversify Wealth Management LLC5,716$547K0.0%N/A0.040%
5/1/2026 Fifth Third Bancorp6,668$639K0.0%N/A0.047%
5/1/2026 Simplicity Wealth LLC2,101$201K0.0%N/A0.015%
5/1/2026 Sequoia Financial Advisors LLC3,732$358K0.0%+5.6%0.026%
4/30/2026 SkyOak Wealth LLC47,985$4.60M0.8%+11.4%0.336%
4/29/2026 Sage Rhino Capital LLC29,679$2.84M0.5%+11.6%0.208%
4/29/2026 Greatmark Investment Partners Inc.10,457$1.00M0.1%-12.0%0.073%
4/27/2026 PAX Financial Group LLC20,009$1.92M0.3%+0.8%0.140%
4/27/2026 Private Advisor Group LLC22,257$2.13M0.0%+66.9%0.156%
4/25/2026 Heritage Oak Wealth Advisors LLC75,552$7.24M2.3%N/A0.529%
4/24/2026 Capital Asset Advisory Services LLC4,376$419K0.0%+14.0%0.031%
4/24/2026 Essex Financial Services Inc.53,040$5.08M0.3%+8.0%0.371%
4/24/2026 Family Investment Center Inc.25,814$2.47M0.5%+17.1%0.181%
4/22/2026 Mayfair Advisory Group LLC5,884$564K0.2%-3.2%0.041%
4/20/2026 RFG Advisory LLC16,478$1.58M0.0%+89.4%0.115%
4/18/2026 Nottingham Advisors Inc.4,448$426K0.1%+81.7%0.031%
4/18/2026 Legacy Wealth Partners LLC9,505$911K0.2%N/A0.066%
4/17/2026 Krilogy Financial LLC13,082$1.25M0.0%+59.3%0.091%
4/17/2026 AdvisorNet Financial Inc2,197$211K0.0%N/A0.015%
4/17/2026 Capital Advisors Ltd. LLC3,532$338K0.0%-30.2%0.025%
4/16/2026 Diversified Trust Co3,669$352K0.0%-3.0%0.026%
3/17/2026Rockefeller Capital Management L.P.378$36K0.0%N/A0.003%
3/9/2026Corient Private Wealth LLC8,473$814K0.0%+32.7%0.065%
3/3/2026 NWF Advisory Services Inc.5,568$534K0.1%+21.0%0.043%
2/26/2026TD Capital Management LLC431,360$41.39M3.7%+0.8%3.328%
2/24/2026Barnes Wealth Management Group Inc28,559$2.74M1.5%+3.1%0.220%
2/19/2026 Axxcess Wealth Management LLC10,147$974K0.0%+1.2%0.078%
2/19/2026Corient Private Wealth LLC8,473$814K0.0%+32.7%0.065%
2/18/2026NewEdge Advisors LLC27,242$2.61M0.0%+13.5%0.210%
2/18/2026Opus Financial Solutions LLC3,534$339K0.3%N/A0.027%
2/18/2026IHT Wealth Management LLC11,543$1.11M0.0%N/A0.089%
2/17/2026Cetera Investment Advisers27,231$2.61M0.0%+3.0%0.210%
2/17/2026GeoWealth Management LLC16,508$1.58M0.1%-9.1%0.127%
2/17/2026Osaic Holdings Inc.47,645$4.57M0.0%+5.9%0.368%
2/17/2026Captrust Financial Advisors27,198$2.61M0.0%-2.9%0.210%
2/17/2026Royal Bank of Canada156,502$15.02M0.0%+76.7%1.208%
2/16/2026 MML Investors Services LLC4,976$477K0.0%+72.9%0.038%
2/16/2026Mariner LLC15,025$1.44M0.0%-37.7%0.116%
2/16/2026Motiv8 Investments LLC552$53K0.0%N/A0.004%
2/16/2026Arax Advisory Partners507$49K0.0%N/A0.004%
2/16/2026Brown Advisory Inc.36,179$3.47M0.0%-3.5%0.279%
2/13/2026 Kestra Advisory Services LLC18,322$1.76M0.0%+2.3%0.141%
2/13/2026CreativeOne Wealth LLC31,631$3.04M0.1%+4.5%0.244%
2/13/2026Visionary Wealth Advisors68,459$6.57M0.3%+252.7%0.528%
2/13/2026Stifel Financial Corp11,636$1.12M0.0%-2.7%0.090%
2/13/2026Integrated Wealth Concepts LLC15,921$1.53M0.0%-21.7%0.123%
2/13/2026Ausdal Financial Partners Inc.6,518$625K0.0%-5.1%0.050%
2/13/2026Wells Fargo & Company MN543,802$52.18M0.0%-7.6%4.196%
2/13/2026 Howland Capital Management LLC67,972$6.54M0.2%-6.1%0.524%
2/12/2026Jane Street Group LLC13,333$1.28M0.0%+76.5%0.103%
2/12/2026Sand Hill Global Advisors LLC14,149$1.36M0.0%+8.5%0.109%
2/12/2026 Beacon Capital Management Inc.178,039$17.08M0.9%-30.3%1.374%
2/12/2026 Commonwealth Equity Services LLC41,780$4.01M0.0%-2.3%0.322%
2/11/2026Gateway Wealth Partners LLC79,729$7.65M0.9%+0.5%0.615%
2/11/2026 Howard Bailey Securities LLC3,095$297K0.1%-15.9%0.024%
2/11/2026Advocacy Wealth Management LLC911,899$87.49M3.7%+2.3%7.036%
2/11/2026 Omnitrust Wealth Management Inc12,388$1.19M1.5%N/A0.096%
2/11/2026LPL Financial LLC597,089$57.29M0.0%+38.6%4.607%
2/11/2026JPMorgan Chase & Co.278,513$26.72M0.0%+3.8%2.149%
2/11/2026MCF Advisors LLC6,427$619K0.0%N/A0.050%
2/10/2026Avestar Capital LLC16,826$1.62M0.1%+4.5%0.130%
2/10/2026Goldman Sachs Group Inc.14,126$1.36M0.0%N/A0.109%
2/10/2026 Essex Financial Services Inc.49,110$4.71M0.3%+9.7%0.379%
2/10/2026Northwestern Mutual Wealth Management Co.42,724$4.10M0.0%N/A0.330%
2/10/2026 Beckerman Institutional LLC54,923$5.27M3.0%-18.6%0.424%
2/9/2026 Prospera Financial Services Inc8,362$804K0.0%-2.2%0.065%
2/6/2026Lloyd Advisory Services LLC.3,298$316K0.1%+31.8%0.025%
2/6/2026 Axxcess Wealth Management LLC10,147$974K0.0%+1.2%0.078%
2/6/2026Kingdom Financial Group LLC.287$28K0.0%N/A0.002%
2/6/2026 Signature Estate & Investment Advisors LLC4,421$424K0.0%-15.7%0.034%
2/6/2026 IFP Advisors Inc32,170$3.09M0.1%-10.3%0.248%
2/6/2026Aviance Capital Partners LLC10,709$1.03M0.1%-4.3%0.083%
2/6/2026HighTower Advisors LLC139,715$13.41M0.0%+1.3%1.078%
2/6/2026Cedar Wealth Management LLC1,464$140K0.0%-32.5%0.011%
2/5/2026Compass Financial Group Inc.12,841$1.23M0.5%-5.2%0.099%
2/5/2026 PAX Financial Group LLC19,845$1.90M0.3%-7.8%0.153%
2/5/2026 SkyOak Wealth LLC43,064$4.13M0.7%+4.4%0.332%
2/5/2026Wealth Advisors of Iowa LLC16,860$1.62M0.5%+23.5%0.130%
2/5/2026Atria Investments Inc55,354$5.31M0.1%-1.4%0.427%
2/4/2026 American Institute for Advanced Investment Management LLP4,573$439K0.3%+8.3%0.035%
2/4/2026 BankPlus Wealth Management LLC14,750$1.42M0.8%+41.1%0.114%
2/3/2026 Patten & Patten Inc. TN20,031$1.92M0.1%+0.7%0.155%
2/3/2026 CGC Financial Services LLC3,985$382K0.1%+19.8%0.031%
2/3/2026MGO One Seven LLC16,593$1.59M0.0%-49.6%0.128%
2/3/2026 RFG Advisory LLC8,701$835K0.0%+13.1%0.067%
2/2/2026 Truist Financial Corp2,296$220K0.0%N/A0.018%
1/30/2026 Sigma Planning Corp2,395$230K0.0%-9.1%0.019%
1/30/2026 Smart Portfolios LLC3,277$314K0.3%-60.0%0.025%
1/30/2026 SOL Capital Management CO19,005$1.82M0.2%N/A0.148%
1/29/2026Comerica Bank4,337$416K0.0%-28.8%0.034%
1/29/2026UBS Group AG119,578$11.47M0.0%-39.0%0.934%
1/29/2026 Concurrent Investment Advisors LLC8,798$844K0.0%+5.0%0.069%


LDUR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LDUR shares?

During the previous two years, 200 institutional investors and hedge funds held shares of PIMCO Low Duration Exchange-Traded Fund. The most heavily invested institutionals were CWM LLC ($90.18M), Advocacy Wealth Management LLC ($87.49M), LPL Financial LLC ($57.29M), Wells Fargo & Company MN ($52.18M), Advocacy Wealth Management Services LLC ($42.16M), TD Capital Management LLC ($41.39M), and Bank of America Corp DE ($36.91M).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 166 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: Proficio Capital Partners LLC ($798.97K), Advocacy Wealth Management LLC ($471.91K), Advocacy Wealth Management Services LLC ($461.91K), LPL Financial LLC ($329.66K), Kelly Financial Group LLC ($274.82K), Beacon Capital Management Inc. ($255.34K), and Wealth Enhancement Advisory Services LLC ($216.74K).

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

Institutional investors have bought a total of 2,644,812 shares in the last 24 months. This purchase volume represents approximately $253.89M in transactions.

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

Of the 82 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), CWM LLC ($99.84K), Integrated Wealth Concepts LLC ($97.12K), HighTower Advisors LLC ($96.78K), Beacon Capital Management Inc. ($77.30K), UBS Group AG ($76.57K), and Wells Fargo & Company MN ($44.46K).

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

Institutional investors have sold a total of 1,286,253 shares in the last 24 months. This volume of shares sold represents approximately $123.43M in transactions.



This page (NYSEARCA:LDUR) was last updated on 5/5/2026 by MarketBeat.com Staff.
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