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

$94.04 0.00 (0.00%)
Closing price 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)
119
Total
Institutional Inflows
(last 12 months)
$280.33M
Number of
Institutional Sellers
(last 12 months)
73
Total
Institutional Outflows
(last 12 months)
$61.14M
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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
10/13/2026Midwest Financial Network LLC5,692$536K0.4%-49.3%0.041%
10/9/2026Williams & Novak Wealth Management LLC2,588$244K0.1%+11.4%0.018%
10/8/2026Farther Finance Advisors LLC33,480$3.15M0.0%+28.5%0.238%
10/8/2026Everhart Financial Group Inc.14,093$1.33M0.1%N/A0.100%
10/8/2026Plan A Wealth LLC2,602$245K0.1%N/A0.019%
9/23/2026Envestnet Asset Management Inc.261,567$25.01M0.0%-36.5%1.845%
9/9/2026Sequoia Financial Advisors LLC3,367$322K0.0%-9.8%0.023%
9/9/2026MCF Advisors LLC4,009$383K0.0%-8.5%0.028%
9/9/2026Integrated Wealth Concepts LLC16,286$1.56M0.0%-2.7%0.113%
9/9/2026RFG Advisory LLC26,457$2.53M0.0%+60.6%0.184%
9/9/2026NewEdge Advisors LLC28,193$2.70M0.0%-7.9%0.196%
9/9/2026IFP Advisors Inc40,800$3.90M0.1%-4.6%0.284%
9/9/2026XY Planning Network Inc.2,325$222K0.0%+5.1%0.016%
9/8/2026Waverly Advisors LLC7,762$742K0.0%-13.7%0.054%
9/2/2026Citadel Advisors LLC11,999$1.15M0.0%N/A0.084%
8/27/2026Corient Private Wealth LP7,776$743K0.0%-7.1%0.054%
8/23/2026Ameritas Advisory Services LLC8,076$772K0.0%+167.7%0.056%
8/23/2026Kintra Wealth LLC79,551$3.98M0.2%N/A0.554%
8/23/2026Yarger Wealth Strategies LLC14,905$750K0.3%-31.4%0.104%
8/23/2026HB Wealth Management LLC8,885$448K0.0%N/A0.062%
8/23/2026HB Wealth Management LLC15,527$787K0.0%N/A0.108%
8/22/2026NWF Advisory Services Inc.4,122$394K0.0%-8.1%0.029%
8/22/2026TD Waterhouse Canada Inc.25,629$2.44M0.0%+480.5%0.178%
8/22/2026Concurrent Investment Advisors LLC13,563$687K0.0%+2.9%0.094%
8/21/2026AXQ Capital LP3,304$331K0.0%N/A0.023%
8/21/2026High Net Worth Advisory Group LLC3,782$209K0.0%N/A0.026%
8/21/2026High Net Worth Advisory Group LLC12,765$726K0.2%-1.2%0.089%
8/21/2026Hudson Portfolio Management LLC31,925$1.62M1.2%+73.3%0.222%
8/21/2026SkyOak Wealth LLC48,707$4.66M0.8%+1.5%0.339%
8/20/2026Strategic Advisors LLC26,166$2.41M0.5%N/A0.182%
8/20/2026Advocacy Wealth Management LLC1,684,382$159.11M2.5%+55.8%11.730%
8/20/2026BTG Pactual Asset Management US LLC6,164$353K0.0%N/A0.043%
7/8/2026Thayer Financial L.L.C.4,470$427K0.4%+2.6%0.031%
7/8/2026Williams & Novak LLC2,323$222K0.1%N/A0.016%
7/8/2026Midwest Financial Network LLC11,231$1.07M0.7%-16.5%0.078%
7/7/2026Dynamic Advisor Solutions LLC77,855$7.44M0.2%+11.0%0.544%
6/4/2026Midwest Financial Network LLC13,448$1.29M1.0%-20.0%0.094%
6/3/2026Parallel Advisors LLC389$37K0.0%-22.8%0.003%
6/3/2026NewEdge Advisors LLC30,609$2.93M0.0%+12.4%0.215%
5/19/2026Bank of America Corp DE423,799$40.61M0.0%+3.8%2.972%
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5/19/2026Financial Insights Inc.3,478$333K0.1%+53.3%0.024%
5/19/2026Arkadios Wealth Advisors4,413$423K0.0%N/A0.031%
5/18/2026Royal Bank of Canada163,216$15.64M0.0%+4.3%1.145%
5/15/2026Gateway Wealth Partners LLC176,020$16.87M0.7%+120.8%1.234%
5/15/2026Waverly Advisors LLC8,989$861K0.0%-5.7%0.063%
5/13/2026Cetera Investment Advisers158,558$15.19M0.0%+482.3%1.112%
5/8/2026Maimon Wealth Management LTD.46,350$4.43M3.9%+8.7%0.325%
5/7/2026Balefire LLC14,321$1.37M0.3%N/A0.100%
5/7/2026Parallel Advisors LLC389$37K0.0%-22.8%0.003%
5/7/2026World Equity Group Inc.7,693$737K0.2%N/A0.054%
5/6/2026Aviance Capital Partners LLC10,432$1M0.1%-2.6%0.073%
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%
5/4/2026Beckerman Institutional LLC53,867$5.16M2.7%-1.9%0.378%
5/4/2026Legacy Capital Group California Inc.43,493$4.17M1.6%-4.8%0.305%
5/4/2026NWF Advisory Services Inc.4,486$430K0.0%-19.4%0.031%
5/2/2026International Assets Investment Management LLC349$33K0.0%+1,025.8%0.002%
5/2/2026Diversify Wealth Management LLC5,716$547K0.0%N/A0.040%
5/1/2026Fifth Third Bancorp6,668$639K0.0%N/A0.047%
5/1/2026Simplicity Wealth LLC2,101$201K0.0%N/A0.015%
5/1/2026Sequoia Financial Advisors LLC3,732$358K0.0%+5.6%0.026%
4/30/2026SkyOak Wealth LLC47,985$4.60M0.8%+11.4%0.336%
4/29/2026Sage Rhino Capital LLC29,679$2.84M0.5%+11.6%0.208%
4/29/2026Greatmark Investment Partners Inc.10,457$1.00M0.1%-12.0%0.073%
4/27/2026PAX Financial Group LLC20,009$1.92M0.3%+0.8%0.140%
4/27/2026Private Advisor Group LLC22,257$2.13M0.0%+66.9%0.156%
4/25/2026Heritage Oak Wealth Advisors LLC75,552$7.24M2.3%N/A0.529%
4/24/2026Capital Asset Advisory Services LLC4,376$419K0.0%+14.0%0.031%
4/24/2026Essex Financial Services Inc.53,040$5.08M0.3%+8.0%0.371%
4/24/2026Family Investment Center Inc.25,814$2.47M0.5%+17.1%0.181%
4/22/2026Mayfair Advisory Group LLC5,884$564K0.2%-3.2%0.041%
4/20/2026RFG Advisory LLC16,478$1.58M0.0%+89.4%0.115%
4/18/2026Nottingham Advisors Inc.4,448$426K0.1%+81.7%0.031%
4/18/2026Legacy Wealth Partners LLC9,505$911K0.2%N/A0.066%
4/17/2026Krilogy Financial LLC13,082$1.25M0.0%+59.3%0.091%
4/17/2026AdvisorNet Financial Inc2,197$211K0.0%N/A0.015%
4/17/2026Capital Advisors Ltd. LLC3,532$338K0.0%-30.2%0.025%
4/16/2026Diversified 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%
3/3/2026NWF 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%
2/19/2026Axxcess 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%
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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%
2/16/2026MML 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%


LDUR Institutional Ownership - Frequently Asked Questions

During the previous two years, 204 institutional investors and hedge funds held shares of PIMCO Low Duration Exchange-Traded Fund. The most heavily invested institutionals were Advocacy Wealth Management LLC ($159.11M), CWM LLC ($90.18M), 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 ($40.61M).Learn more on PIMCO Low Duration Exchange-Traded Fund's institutional investors.

Of the 174 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 LLC ($1.08M), Proficio Capital Partners LLC ($798.97K), LPL Financial LLC ($329.66K), Kelly Financial Group LLC ($274.82K), Beacon Capital Management Inc. ($255.34K), Wealth Enhancement Advisory Services LLC ($216.74K), and JPMorgan Chase & Co. ($216.45K).

Institutional investors have bought a total of 2,923,579 shares in the last 24 months. This purchase volume represents approximately $280.33M in transactions.

Of the 73 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: Envestnet Asset Management Inc. ($150.67K), Beacon Capital Management Inc. ($77.30K), UBS Group AG ($76.57K), Wells Fargo & Company MN ($44.46K), Dynamic Advisor Solutions LLC ($31.67K), OneDigital Investment Advisors LLC ($24.76K), and RFG Advisory LLC ($22.35K).

Institutional investors have sold a total of 637,738 shares in the last 24 months. This volume of shares sold represents approximately $61.14M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:LDUR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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