LDUR institutional holders

PIMCO Enhanced Low Duration Active Exchange-Traded Fund · 187 reporting institutions · $1.2B reported value

Funds that can replace LDUR · LDUR return decomposition

Institutional holdings

Institutions reporting LDUR, largest first
InstitutionReported positionAdvisors at firmReport period
Fmr LLC$239.1M02026-06-30
Advocacy Wealth Management, LLC$106.6M302026-06-30
Cwm, LLC$85.4M6672026-03-31
Lpl Financial LLC$71.3M23,4582026-06-30
Wells Fargo & Company/mn$54.5M02026-06-30
Bank of America Corp /de$42.2M02026-06-30
TD Capital Management LLC$42.1M82026-06-30
Morgan Stanley$37.7M23,1852026-06-30
Great Valley Advisor Group, LLC$35.4M2052026-06-30
Jpmorgan Chase & Co$31.7M02026-06-30
Kelly Financial Group LLC$28.6M02026-06-30
Envestnet Pmc$25M602026-06-30
O'Connor Financial Group LLC$19.4M42026-06-30
Beacon Capital Management, Inc.$18.6M262026-06-30
Royal Bank of Canada$16.1M02026-06-30
Onedigital Investment Advisors LLC$14.9M3862026-06-30
Hightower Advisors, LLC$12.8M1,0462026-06-30
Wealth Enhancement Advisory Services, LLC$11.9M1,0262026-06-30
First National Corp /ma/ /adv$9.9M02025-09-30
UBS Group AG$9.9M02026-06-30
Visionary Wealth Advisors$8.9M462026-06-30
Gateway Wealth Partners, LLC$8.6M1012026-06-30
Exchange Traded Concepts, LLC$8.5M02026-06-30
Treasure Coast Financial Planning$8.2M52026-06-30
Valley National Advisers Inc$7.7M142026-06-30
Dynamic$7.4M752026-06-30
Carsonallaria Wealth Management, Ltd.$7.1M62026-06-30
Cetera Investment Advisers$6.8M10,3702026-06-30
Modera Wealth Management, LLC$6.6M1352026-06-30
Raymond James Financial Inc$6.6M02026-06-30
Howland Capital Management LLC$6.1M112026-06-30
Northwestern Mutual Wealth Management Co$5.4M02026-06-30
Essex Financial Services, Inc.$5.3M332026-06-30
Atria Investments, Inc$5.2M62026-06-30
Maimon Wealth Management Ltd.$5.1M02026-06-30
Beckerman Wealth$5.1M42026-06-30
Brown Advisory Inc$5M02026-06-30
Osaic Holdings, Inc.$4.9M02026-06-30
Wealth Advisors of Iowa, LLC$4.8M112026-06-30
Skyoak Wealth, LLC$4.7M52026-06-30
Legacy Capital Group California, Inc.$4.5M32026-06-30
Aifg Consultants Ltd.$4.1M72025-12-31
Mariner, LLC$4M02026-06-30
Ifp Advisors, Inc$3.9M3182026-06-30
Commonwealth Equity Services, LLC$3.7M2,8632026-06-30
Creativeone Wealth, LLC$3.4M2212026-06-30
Sage Rhino Capital LLC$3.3M102026-06-30
Jones Financial Companies LLLP$2.9M02026-06-30
Barnes Wealth Management Group$2.8M72026-06-30
Newedge Advisors$2.7M6012026-06-30
Rfg Advisory, LLC$2.5M1912026-06-30
Farther Finance Advisors, LLC$2.5M3342026-06-30
Family Investment Center, Inc.$2.4M122026-06-30
TD Waterhouse Canada Inc.$2.4M02026-06-30
Captrust Financial Advisors$2.2M9622026-06-30
Ae Wealth Management LLC$2.1M4712026-06-30
Cerity Partners LLC$2M7772026-06-30
Stifel Financial Corp$2M02026-06-30
Patten & Patten Inc/tn$2M02026-06-30
Integrated Wealth Concepts LLC$1.8M4802026-06-30
Pax Financial Group, LLC$1.8M152026-06-30
Geowealth Management, LLC$1.8M02026-06-30
Avestar Capital, LLC$1.7M132026-06-30
Mgo One Seven LLC$1.7M1182026-06-30
Bankplus Wealth Advisors$1.6M162026-06-30
Aviance Capital Partners, LLC$1.6M62026-06-30
Kestra Advisory Services, LLC$1.5M1,4792026-06-30
Sand Hill Global Advisors, LLC$1.5M202026-06-30
Smartleaf Asset Management LLC$1.3M92026-06-30
Compass Financial Group, Inc.$1.3M02026-06-30
Krilogy$1.2M642026-06-30
Belpointe Asset Management LLC$1.2M1702026-06-30
Omnitrust Wealth Management, Inc$1.2M02026-03-31
Citadel Advisors LLC$1.1M02026-06-30
Iht Wealth Management LLC$1.1M1592026-06-30
&partners$1.1M5552026-06-30
Midwest Financial Network, LLC$1.1M22026-06-30
Axxcess Wealth Management, LLC$1M382026-06-30
Legacy Capital Wealth Partners, LLC$990.5K172026-06-30
Greatmark Investment Partners, Inc.$990.2K42026-06-30
Syverson Strege$975.2K142026-06-30
Synergy Asset Management, LLC$914.7K102026-06-30
Wealthcare Advisory Partners LLC$902.8K1702026-06-30
Trek Financial, LLC$875.2K632026-06-30
Curi Capital, LLC$842.1K942026-06-30
Huntington National Bank$788.6K02026-06-30
Nottingham Advisors, Inc.$774.1K82026-06-30
Ameritas Advisory Services, LLC$772.1K5502026-06-30
Mercer Global Advisors Inc /adv$765.3K02026-06-30
Corient Private Wealth LP$743.5K6742026-06-30
Waverly Advisors, LLC$742.1K2312026-06-30
Charter Capital Management, LLC$720.2K42026-06-30
Davenport & Co LLC$686.9K3392026-06-30
Fifth Third Bancorp$632K02026-06-30
Caldwell Sutter Capital, Inc.$624.9K82026-06-30
Cgc Financial Services, LLC$607.2K72026-06-30
Accredited Wealth Management, LLC$605.6K02025-09-30
Ausdal Financial Partners, Inc.$586.9K1892026-06-30
Stephens Inc /ar$585.6K2432026-06-30
Mayfair Advisory Group, LLC$557.9K42026-06-30
Private Advisor Group, LLC$554.9K9272026-06-30
Copper Harbor Investment Advisors, LLC$538.7K52026-06-30
Prospera Financial Services, Inc.$538.2K2702026-06-30
Pfg Advisors$523.3K832026-06-30
Focus Partners Wealth$502.5K1,0482026-06-30
Diversify Advisory Services, LLC$491.6K1162026-06-30
Diversify Wealth Management, LLC$491.6K782026-06-30
Arax Advisory Partners$472.6K2322026-06-30
Bison Wealth, LLC$462.7K612026-06-30
Clear Creek Financial Management, LLC$447.8K442026-06-30
Halbert Hargrove Global Advisors, LLC$444.7K432026-06-30
Aim Capital$437.2K22026-06-30
Thayer Financial, LLC$427.4K22026-06-30
Opus Financial Solutions LLC$421.4K22026-06-30
Seia$420.5K1412026-06-30
Comerica Bank$416.1K02025-12-31
Smith, Moore & Co.$410.2K452026-06-30
MML Investors Services, LLC$406.1K5,1202026-06-30
Capital Asset Advisory Services LLC$404.5K692026-06-30
Sanctuary Advisors, LLC$397K4012026-06-30
Nwf Advisory Services Inc.$394.1K1062026-06-30
Mcf Advisors LLC$383.3K332026-06-30
Bellwether Advisors, LLC$372.2K82026-06-30
Watts Gwilliam & Company, LLC$369.7K92025-09-30
Bank of New York Mellon Corp$368.8K02026-06-30
Diversified Trust Co$354.1K02026-06-30
Anfield Capital Management, LLC$353.9K02026-03-31
Truist Financial Corp$351.3K02026-06-30
Steward Partners Investment Advisory, LLC$343.8K4812026-06-30
Financial Insights Wealth Management$337.2K82026-06-30
Lloyd Advisory Services, Llc.$334.3K72026-06-30
Sequoia Financial Group, LLC$321.9K2582026-06-30
Raleigh Capital Management Inc.$316.4K132026-06-30
New Wave Wealth Advisors LLC$299.1K62026-03-31
Smart Portfolios, LLC$297.1K42026-03-31
Pinnacle Financial Partners, Inc.$288.7K02026-06-30
Tribridge Partners Financial LLC$288.2K72026-06-30
Bedel Financial Consulting, Inc.$278.8K192026-06-30
Ipg Investment Advisors LLC$262.3K402026-06-30
Howard Bailey Securities, LLC$258.4K112026-06-30
Mutual Advisors, LLC$237.8K1532026-06-30
Sigma Planning Corp$235.6K4742026-06-30
Citigroup Inc$223.9K02026-06-30
Xy Planning Network, Inc.$222.3K02026-06-30
Williams & Novak, LLC$222.1K52026-06-30
Kestra Investment Management, LLC$222K92026-06-30
Aqr Capital Management LLC$217.3K12026-06-30
Gries Financial LLC$217.2K02025-09-30
Advisornet Wealth Partners$212.2K582026-06-30
Geneos Wealth Management, Inc.$158.1K1932026-06-30
Global Retirement Partners LLC$145.7K4912026-06-30
Harbour Investments, Inc.$133.5K2472026-06-30
Assetmark, Inc$114.3K2202026-06-30
Signature Equity Partners, LLC$102.5K342026-06-30
Fmp Wealth Advisers$77.5K142026-06-30
Rockefeller Capital Management LP$75.1K3462026-06-30
Flagship Wealth Advisors, LLC$74.1K92026-06-30
Fiduciary Financial Advisors$63.7K512026-06-30
Quest 10 Wealth Builders, Inc.$58.8K32026-06-30
National Bank of Canada /fi$47.8K02026-06-30
Bank of Montreal /can$39.7K02026-06-30
Parallel Advisors, LLC$37.2K752026-06-30
Private Trust Co NA$26K02026-06-30
Kingdom Financial Group Llc.$24.9K152026-06-30
International Assets Investment Management, LLC$23.8K1222026-06-30
Ashton Thomas Private Wealth, LLC$23K962026-06-30
Ifg Advisory, LLC$20.9K1102026-06-30
Corecap Advisors, LLC$20.7K1182026-06-30
Lodestone Wealth Management LLC$20.3K32026-06-30
Lri Investments, LLC$20.1K252026-06-30
Financial Gravity Asset Management, Inc.$19.9K12026-03-31
Wolff Wiese Magana LLC$16.8K42026-06-30
Morris Financial Concepts, Inc.$16.3K12026-06-30
Buck Wealth Strategies, LLC$10.8K502026-06-30
Manchester Capital Management LLC$10.2K122026-06-30
Crewe Advisors LLC$9.6K262026-06-30
Creative Financial Designs Inc /adv$7.8K02026-06-30
Strategic Wealth Partners, Ltd.$7.1K02026-06-30
Allianz Asset Management GMBH$6.5K02026-06-30
Caldwell Trust Co$5.2K02026-06-30
Networth Advisors, LLC$2.6K62026-06-30
Gilpin Wealth Management, LLC$1.1K42026-06-30
Imprint Wealth LLC$1.1K22026-06-30
Cambridge Investment Research Advisors, Inc.$1K3,9402026-03-31
Capital Advisors, Ltd., LLC$338112026-06-30
Motiv8 Investments LLC$53102025-12-31
Hanson & Doremus Investment Management$18102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30