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Disclosery

LDUR PIMCO ETF TR

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ENHNCD LW DUR AC (fund)

172 managers (174 13F filers) reported a position in LDUR shares at 2026-06-30, 11,063,279 shares in all. 16 filers opened a position and 31 filers sold out during the quarter.

Managers
172
13F filers
174
New
16
Added
69
Reduced
65
Sold out
31
Shares held by filers
11,063,279

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FMR LLCin group FMR LLC2,500,609$239M0.01%+575,12013F-HRTimelineGroup
Advocacy Wealth Management, LLC1,115,335$107M3.87%+34,52713F-HRTimeline
LPL Financial LLC745,492$71.3M0.02%-268,81013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN570,273$54.5M0.01%+53,95513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/441,550$42.2M<0.01%+17,75113F-HRTimelineGroup
TD Capital Management LLC440,019$42.1M3.44%+3,98713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY394,513$37.7M<0.01%+20313F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.370,534$35.4M0.56%+26,80613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO331,094$31.7M<0.01%+46,48913F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC299,442$28.6M6.36%+16,66513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC261,567$25M0.01%-150,66613F-HRTimelineGroup
O'Connor Financial Group LLC202,851$19.4M6.86%-28,48813F-HRTimeline
Beacon Capital Management, Inc.194,710$18.6M1.13%+1,58813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA168,892$16.1M<0.01%+5,67613F-HRTimelineGroup
OneDigital Investment Advisors LLC156,063$14.9M0.13%+13,86113F-HRTimeline
HighTower Advisors, LLC133,806$12.8M0.01%-2,46913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…125,367$11.9M0.02%+19,66913F-HRTimeline
UBS Group AGin group UBS Group AG103,432$9.89M<0.01%-5,72613F-HRTimelineGroup
Visionary Wealth Advisors92,607$8.85M0.35%+3,18313F-HRTimeline
Gateway Wealth Partners, LLC90,411$8.64M0.52%-85,60913F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC88,719$8.48M0.04%+8,93413F-HR/ATimeline
Treasure Coast Financial Planning85,945$8.22M4.01%+5,20213F-HRTimeline
VALLEY NATIONAL ADVISERS INC80,061$7.65M0.85%+16,84413F-HRTimeline
Dynamic Advisor Solutions LLC77,855$7.44M0.21%+7,69413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.74,416$7.11M3.08%+7,60113F-HRTimeline
Cetera Investment Advisers70,672$6.76M0.01%-87,88613F-HRTimeline
Modera Wealth Management, LLC69,406$6.64M0.07%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC69,119$6.61M<0.01%+85513F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC64,250$6.14M0.22%-6,19613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56,901$5.44M<0.01%+2,12913F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.55,256$5.28M0.26%+2,21613F-HRTimelineGroup
Atria Investments, Inc54,610$5.22M0.05%-67,74913F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.53,530$5.12M3.94%+7,18013F-HRTimeline
Beckerman Institutional, LLC53,496$5.11M2.43%-37113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC52,476$5.02M0.01%-113,79813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,887$4.87M0.01%-3,12513F-HRTimelineGroup
Wealth Advisors of Iowa, LLC50,339$4.81M1.3%+76313F-HRTimeline
SkyOak Wealth, LLC48,707$4.66M0.76%+72213F-HRTimeline
Legacy Capital Group California, Inc.46,974$4.49M1.35%+3,48113F-HRTimeline
Mariner, LLCin group Mariner, LLC41,427$3.96M<0.01%-72,80013F-HRTimelineGroup
IFP Advisors, Inc40,800$3.9M0.07%-1,96413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,352$3.67M<0.01%+1,35513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,140$3.36M0.07%-15213F-HRTimelineGroup
SAGE RHINO CAPITAL LLC34,947$3.34M0.55%+5,26813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,942$2.86M<0.01%+5,55913F-HRTimelineGroup
Barnes Wealth Management Group, Inc28,953$2.77M1.28%-6413F-HRTimeline
NewEdge Advisors, LLC28,193$2.7M0.01%-2,41613F-HRTimeline
RFG Advisory, LLC26,457$2.53M0.04%+9,97913F-HRTimeline
Farther Finance Advisors, LLC26,063$2.49M0.02%+1,34213F-HRTimeline
Family Investment Center, Inc.25,588$2.45M0.41%-22613F-HRTimeline
TD Waterhouse Canada Inc.25,629$2.44M0.01%+21,21413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS22,798$2.18M<0.01%-3,50513F-HRTimeline
AE Wealth Management LLC21,831$2.09M0.01%+72813F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC20,911$2M<0.01%+81413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,694$1.98M<0.01%+3,37913F-HRTimelineGroup
PATTEN & PATTEN INC/TN20,439$1.95M0.1%+1,17013F-HRTimeline
Integrated Wealth Concepts LLC19,232$1.84M0.01%+2,48613F-HRTimeline
PAX Financial Group, LLC19,031$1.82M0.27%-97813F-HRTimeline
GeoWealth Management, LLC18,983$1.81M0.06%-5,28713F-HRTimeline
Avestar Capital, LLC17,986$1.72M0.1%+61213F-HRTimeline
MGO ONE SEVEN LLC17,983$1.72M0.03%-1,34913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding17,834$1.71M+13,614Timeline
BankPlus Wealth Management LLCin group BankPlus Trust Department16,667$1.59M0.72%-1,46313F-HRTimelineGroup
Aviance Capital Partners, LLC16,250$1.55M0.16%+5,81813F-HRTimeline
Sand Hill Global Advisors, LLC15,359$1.47M0.04%+1,51413F-HRTimeline
Smartleaf Asset Management LLC13,800$1.32M0.04%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC13,611$1.3M0.36%+10,49013F-HR/ATimeline
Compass Financial Group, Inc.13,104$1.25M0.53%+14913F-HRTimeline
Krilogy Financial LLC13,040$1.25M0.04%-4213F-HRTimeline
Belpointe Asset Management LLC12,865$1.23M0.04%+83513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC11,999$1.15M<0.01%new13F-HRTimelineGroup
IHT Wealth Management, LLC11,510$1.1M0.02%-17213F-HRTimeline
&PARTNERS11,295$1.08M<0.01%-9613F-HRTimeline
Midwest Financial Network, LLC11,231$1.07M0.73%-2,21713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,576$1.01M0.02%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC10,360$991K0.19%-6,37413F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.10,357$990K0.11%-10013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding10,326$983K+4,610Timeline
Syverson Strege & Co10,199$975K0.21%-2113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC9,567$915K0.09%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,443$903K0.02%+1513F-HRTimelineGroup
Trek Financial, LLC9,154$875K0.04%new13F-HRTimeline
Curi Capital, LLC8,807$842K0.01%-5,22113F-HRTimeline
Cambridge Investment Research Advisors,…8,811$842K<0.01%-1,87413F-HR/ATimeline
NOTTINGHAM ADVISORS, INC.8,118$774K0.09%+3,67013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,076$772K0.02%+5,05913F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,004$765K<0.01%-2,88213F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,776$743K<0.01%-59013F-HR/ATimelineGroup
Waverly Advisors, LLC7,762$742K<0.01%-1,22713F-HRTimeline
Charter Capital Management, LLC\DE7,533$720K0.32%-24713F-HRTimeline
DAVENPORT & Co LLC7,184$687K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…6,610$632K<0.01%-5813F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.6,536$625K0.24%+17313F-HRTimeline
CGC Financial Services, LLC6,351$607K0.14%+1,35613F-HRTimeline
Ausdal Financial Partners, Inc.6,138$587K0.02%-3,71513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,125$586K0.01%013F-HRTimelineGroup
Mayfair Advisory Group, LLC5,862$558K0.17%-2213F-HRTimeline
Private Advisor Group, LLC5,804$555K<0.01%-16,45313F-HRTimeline
Copper Harbor Investment Advisors, LLC5,634$539K0.11%13F-HRTimeline
Prospera Financial Services Inc5,620$538K0.01%+3013F-HRTimeline
PFG Advisors5,473$523K0.03%-1,53413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth5,256$503K<0.01%-7,68013F-HRTimelineGroup
Arax Advisory Partners4,943$473K<0.01%+2,25913F-HRTimeline
Bison Wealth, LLC4,851$463K0.04%013F-HRTimeline
Clear Creek Financial Management, LLC4,684$448K0.03%-35413F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,651$445K0.02%-4113F-HRTimeline
American Institute for Advanced Investm…4,573$437K0.25%013F-HRTimeline
Thayer Financial, L.L.C.4,470$427K0.39%+11213F-HRTimeline
Opus Financial Solutions LLC4,408$421K0.34%+35913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,398$421K0.01%-35213F-HRTimelineGroup
SMITH, MOORE & CO.4,290$410K0.03%-46513F-HRTimeline
MML INVESTORS SERVICES, LLC4,248$406K<0.01%-11113F-HRTimeline
Capital Asset Advisory Services LLC4,231$405K0.01%-14513F-HRTimeline
Sanctuary Advisors, LLC4,152$397K<0.01%-17,48113F-HRTimeline
NWF Advisory Services Inc.4,122$394K0.04%-36413F-HRTimeline
MCF Advisors LLC4,009$383K0.01%-37413F-HRTimeline
Bellwether Advisors, LLC3,893$372K0.06%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,857$369K<0.01%-12,46913F-HRTimelineGroup
DIVERSIFIED TRUST CO3,703$354K0.01%+3413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,674$351K<0.01%+3813F-HRTimelineGroup
Steward Partners Investment Advisory, L…3,596$344K<0.01%+3,51613F-HRTimeline
Capital Advisors, Ltd. LLC3,532$338K0.03%013F-HRTimeline
Financial Insights, Inc.3,527$337K0.09%+4913F-HRTimeline
Lloyd Advisory Services, LLC.3,497$334K0.13%+3,23713F-HRTimeline
Sequoia Financial Advisors, LLC3,367$322K<0.01%-36513F-HRTimeline
Raleigh Capital Management Inc.3,309$316K0.1%-44813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …3,019$289K<0.01%+3113F-HRTimelineGroup
Tribridge Partners Financial LLC3,027$288K0.11%013F-HRTimeline
Bedel Financial Consulting, Inc.2,916$279K0.03%+7513F-HRTimeline
IPG Investment Advisors LLC2,743$262K0.04%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC2,703$258K0.1%-5713F-HRTimeline
Mutual Advisors, LLC2,487$238K<0.01%+17913F-HRTimeline
Sigma Planning Corp2,464$236K0.01%+3213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,342$224K<0.01%013F-HRTimelineGroup
XY Planning Network, Inc.2,325$222K0.03%+11213F-HRTimeline
Williams & Novak, LLC2,323$222K0.15%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,273$217K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc2,219$212K0.01%+2213F-HRTimeline
Geneos Wealth Management Inc.1,654$158K<0.01%-1,06713F-HRTimeline
Global Retirement Partners, LLC1,523$146K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.1,396$133K<0.01%-95413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,195$114K<0.01%+1913F-HRTimelineGroup
Signature Equity Partners, LLC1,072$102K0.05%+9113F-HRTimeline
Financial Management Professionals, Inc.811$77.5K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…785$75.1K<0.01%-5413F-HRTimelineGroup
FLAGSHIP WEALTH ADVISORS, LLC775$74.1K0.02%new13F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS666$63.7K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.615$58.8K0.05%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$47.8K<0.01%013F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/415$39.7K<0.01%013F-HRTimelineGroup
Parallel Advisors, LLC389$37.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA272$26K<0.01%+22013F-HRTimeline
Kingdom Financial Group LLC.260$24.9K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…250$23.8K<0.01%-9913F-HRTimeline
Ashton Thomas Private Wealth, LLC241$23K<0.01%-2,76613F-HRTimeline
IFG Advisory, LLC219$20.9K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC216$20.7K<0.01%-85,72513F-HRTimeline
Lodestone Wealth Management LLC212$20.3K0.01%+213F-HRTimeline
LRI Investments, LLC210$20.1K<0.01%new13F-HRTimeline
Hanson & Doremus Investment Management190$18K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC176$16.8K0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.171$16.3K0.01%-2013F-HRTimeline
Buck Wealth Strategies, LLC113$10.8K<0.01%new13F-HRTimeline
Manchester Capital Management LLC107$10.2K<0.01%+1413F-HRTimeline
Crewe Advisors LLC100$9.56K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV82$7.84K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.75$7.12K<0.01%-8113F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE68$6.5K<0.01%+1313F-HRTimelineGroup
Caldwell Trust Co54$5.16K<0.01%013F-HRTimeline
Networth Advisors, LLC27$2.58K<0.01%013F-HRTimeline
Imprint Wealth LLC11$1.05K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC11$1.05K<0.01%013F-HRTimeline