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Disclosery

LDUR PIMCO ETF TR

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ENHNCD LW DUR AC (fund)

159 managers (159 13F filers) reported a position in LDUR shares at 2024-12-31, 6,806,461 shares in all. 14 filers opened a position and 14 filers sold out during the quarter.

Managers
159
13F filers
159
New
14
Added
45
Reduced
63
Sold out
14
Shares held by filers
6,806,461

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
CWM, LLCin group CWM, LLC948,752$90.1M0.37%-29,14013F-HRTimelineGroup
Advocacy Wealth Management, LLC818,639$77.8M5.91%+7,60513F-HRTimeline
TD Capital Management LLC418,266$39.7M4.04%-32,50213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/359,682$34.2M<0.01%-3,08413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY306,900$29.2M<0.01%-28,69113F-HR/ATimelineGroup
LPL Financial LLC257,318$24.4M0.01%+42,08113F-HRTimeline
HighTower Advisors, LLC223,948$21.3M0.03%-52913F-HRTimeline
KELLY FINANCIAL GROUP LLC210,048$20M7.12%13F-HRTimeline
O'Connor Financial Group LLC202,151$19.2M10.03%+6,14113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO198,312$18.8M<0.01%+155,41113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…181,497$17.2M0.03%new13F-HR/ATimeline
UBS Group AGin group UBS Group AG180,110$17.1M<0.01%+1,63913F-HRTimelineGroup
OneDigital Investment Advisors LLC156,980$14.9M0.17%-4,40813F-HRTimeline
Integrated Wealth Concepts LLC113,809$10.8M0.13%+7,94013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN112,582$10.7M<0.01%+2,81713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA108,495$10.3M<0.01%-35,90513F-HRTimelineGroup
ACCESS FINANCIAL SERVICES, INC.107,902$10.2M4.57%-7,86413F-HRTimeline
Dynamic Advisor Solutions LLC95,978$9.12M0.39%+52413F-HRTimeline
Vickerman Investment Advisors, Inc.88,028$8.36M2.27%-13,49313F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV80,299$7.63M1.73%+22,66913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC77,951$7.43M0.33%-2,06213F-HRTimeline
Independent Advisor Alliance70,110$6.66M0.09%new13F-HRTimeline
Beckerman Institutional, LLC61,475$5.84M4.68%+2,89913F-HRTimeline
Austin Private Wealth, LLC57,364$5.45M0.51%-6,36913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC46,663$4.43M0.57%+2,16413F-HRTimeline
CarsonAllaria Wealth Management, Ltd.45,766$4.35M2.49%+2,91013F-HRTimeline
VALLEY NATIONAL ADVISERS INC42,828$4.07M0.73%-39713F-HRTimeline
AIFG Consultants Ltd.42,567$4.04M6.6%new13F-HRTimeline
Treasure Coast Financial Planning40,921$3.89M2.56%-5,84913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC40,861$3.88M<0.01%-91313F-HRTimelineGroup
SkyOak Wealth, LLC37,315$3.54M0.76%-5,61113F-HRTimeline
49 WEALTH MANAGEMENT, LLC34,250$3.25M0.46%-5,70713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC33,989$3.23M<0.01%+1,99313F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.33,589$3.19M0.23%+3,06813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS31,506$2.99M0.01%-1,30213F-HRTimeline
IFP Advisors, Inc30,554$2.9M0.1%-22913F-HRTimeline
Clear Creek Financial Management, LLC30,375$2.89M0.31%-1,47913F-HRTimeline
SAGE RHINO CAPITAL LLC28,515$2.71M0.59%-39913F-HRTimeline
KEYVANTAGE WEALTH, LLC27,616$2.62M1.88%13F-HRTimeline
Mariner, LLCin group Mariner, LLC26,563$2.52M<0.01%+31913F-HRTimelineGroup
MGO ONE SEVEN LLC26,224$2.49M0.1%+2,49313F-HRTimeline
RFG Advisory, LLC25,720$2.44M0.07%+1,06113F-HRTimeline
Barnes Wealth Management Group, Inc24,882$2.36M1.58%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC24,590$2.34M<0.01%-8,14413F-HRTimeline
PFG Advisors24,302$2.31M0.14%+76713F-HRTimeline
PAX Financial Group, LLC24,199$2.3M0.41%-1,10513F-HRTimeline
NewEdge Advisors, LLC23,903$2.27M0.01%-64213F-HRTimeline
PATTEN & PATTEN INC/TN23,227$2.21M0.15%-2,80813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC23,076$2.19M<0.01%13F-HR/ATimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.22,967$2.18M0.3%-68613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.21,419$2.04M<0.01%+1,49013F-HR/ATimelineGroup
AVANTAX ADVISORY SERVICES, INC.20,424$1.94M0.01%+57513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,402$1.94M<0.01%-5,32413F-HRTimelineGroup
Avestar Capital, LLC17,787$1.7M0.15%-1,60513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,720$1.3M0.04%-1,68813F-HRTimelineGroup
Family Investment Center, Inc.13,601$1.29M0.33%+2,32113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,506$1.28M0.01%+2313F-HRTimelineGroup
Compass Financial Group, Inc.13,474$1.28M0.61%+12813F-HRTimeline
Waverly Advisors, LLC13,449$1.28M0.02%new13F-HRTimeline
Midwest Financial Network, LLC12,264$1.16M1.21%13F-HRTimeline
Syverson Strege & Co12,250$1.16M0.39%-23813F-HRTimeline
Cetera Investment Advisers11,624$1.1M<0.01%-2,47713F-HRTimeline
Krilogy Financial LLC11,110$1.06M0.07%-21313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,897$940K<0.01%+1,76013F-HRTimeline
Procyon Advisors, LLC9,809$932K0.06%-113F-HRTimeline
Legacy Capital Wealth Partners, LLC9,539$906K0.22%+1213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,345$891K0.08%new13F-HRTimelineGroup
Prospera Financial Services Inc9,227$878K0.02%+4313F-HRTimeline
Farther Finance Advisors, LLC9,231$877K0.03%+78813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,051$860K<0.01%-13,01113F-HRTimelineGroup
Smart Portfolios, LLC8,617$819K0.86%-10513F-HRTimeline
Proficio Capital Partners LLC8,565$814K0.07%-29,95613F-HR/ATimeline
Geller Advisors LLC8,403$801K0.05%+69513F-HRTimeline
Riggs Capital Management LLC8,433$801K0.79%13F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department8,307$789K0.59%13F-HRTimelineGroup
COMERICA BANK7,946$755K<0.01%-3013F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,917$752K<0.01%-39013F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.7,740$735K0.34%+40213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,641$726K0.02%+75013F-HRTimelineGroup
Mayfair Advisory Group, LLC7,396$703K0.41%+64513F-HRTimeline
Fernwood Investment Management, LLC7,000$665K0.23%013F-HRTimeline
NWF Advisory Services Inc.6,607$630K0.09%-2,98513F-HRTimeline
Sequoia Financial Advisors, LLC6,622$629K0.01%-1,24013F-HR/ATimeline
GeoWealth Management, LLC6,435$611K0.02%+2,60913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,125$582K0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.6,080$581K0.27%13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,101$580K0.03%-2,43613F-HR/ATimeline
Cambridge Investment Research Advisors,…6,023$572K<0.01%+22513F-HRTimeline
Aviance Capital Partners, LLC6,003$570K0.08%+16013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,981$568K<0.01%-1,72313F-HRTimelineGroup
AE Wealth Management LLC5,805$551K<0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC5,792$550K<0.01%+50213F-HRTimeline
Advisory Services Network, LLC5,417$515K0.01%-5,34913F-HRTimeline
Capital Advisors, Ltd. LLC5,027$478K0.06%+1513F-HRTimeline
Ausdal Financial Partners, Inc.4,992$474K0.04%+69113F-HRTimeline
Triton Financial Group Inc4,938$469K0.29%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,786$455K0.01%+913F-HRTimelineGroup
Accredited Wealth Management, LLC4,430$422K0.37%13F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC3,973$377K0.08%-6013F-HRTimeline
American Institute for Advanced Investm…3,973$377K0.28%-52513F-HRTimeline
Heritage Trust Co3,958$376K0.04%13F-HRTimeline
MEANS INVESTMENT CO., INC.3,776$359K0.04%+3813F-HRTimeline
WBH ADVISORY INC3,762$357K0.03%-2,49213F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,693$351K0.13%013F-HRTimelineGroup
Skyline Advisors, Inc.3,576$340K0.13%-55813F-HRTimeline
NOTTINGHAM ADVISORS, INC.3,517$334K0.04%-1,75013F-HRTimeline
CGC Financial Services, LLC3,487$331K0.13%-4,56213F-HRTimeline
Capital Asset Advisory Services LLC3,370$321K0.02%+22713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC3,358$319K0.01%+25413F-HRTimeline
Sanctuary Advisors, LLC3,266$312K<0.01%-61413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,202$304K0.01%013F-HRTimelineGroup
DIVERSIFIED TRUST CO3,108$295K0.01%+3713F-HRTimeline
Cedar Wealth Management, LLC3,032$288K0.1%013F-HRTimeline
Watts Gwilliam & Co., LLC2,932$278K0.06%-1,84113F-HRTimeline
Bedel Financial Consulting, Inc.2,841$271K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,780$264K<0.01%new13F-HRTimelineGroup
IPG Investment Advisors LLC2,743$262K0.06%013F-HRTimeline
CHOREO, LLC2,691$257K<0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC2,690$256K0.04%-32913F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,588$246K0.05%-4913F-HRTimeline
Curi Capital, LLC2,573$244K0.01%-513F-HRTimeline
Hubbell Strickland Wealth Management, L…2,331$221K0.1%+1713F-HRTimeline
NorthCoast Asset Management LLC2,288$217K<0.01%new13F-HR/ATimeline
Williams & Novak Wealth Management, LLC2,268$215K0.21%-93713F-HRTimeline
CHAPIN DAVIS, INC.2,201$211K0.07%013F-HRTimeline
Valley Financial Group, Inc.2,218$211K0.15%-34413F-HRTimeline
DAVENPORT & Co LLC2,206$210K<0.01%-17,65813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,165$206K0.26%-1813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,135$203K<0.01%-5,47813F-HRTimelineGroup
Geneos Wealth Management Inc.1,687$160K0.01%-1,81413F-HRTimeline
HARBOUR INVESTMENTS, INC.1,635$155K<0.01%+113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,421$135K<0.01%013F-HRTimelineGroup
Community Bank, N.A.1,000$95K0.01%013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …965$91.7K0.02%013F-HRTimelineGroup
Avior Wealth Management, LLC951$90.3K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP844$80.2K<0.01%new13F-HRTimelineGroup
Financial Management Professionals, Inc.811$77K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC740$70.3K<0.01%-11313F-HRTimelineGroup
Parallel Advisors, LLC719$68.3K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/462$43.9K<0.01%-50013F-HRTimelineGroup
MAI Capital Management355$33.7K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.345$32.8K<0.01%-26513F-HRTimeline
Global Retirement Partners, LLC328$31.2K<0.01%013F-HRTimeline
Future Financial Wealth Managment LLC300$28.5K0.02%013F-HRTimeline
Key Financial Inc297$28.2K0.01%013F-HRTimeline
Continuum Advisory, LLC262$24.9K<0.01%013F-HRTimeline
Synergy Investment Management, LLC199$18.9K0.01%13F-HRTimeline
NorthRock Partners, LLC184$17.6K<0.01%+213F-HR/ATimeline
Transce3nd, LLC98$9.31K<0.01%13F-HRTimeline
Steward Partners Investment Advisory, L…80$7.6K<0.01%new13F-HRTimeline
ORG Partners LLC64$6.08K<0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE56$5.32K<0.01%-313F-HRTimelineGroup
Caldwell Trust Co54$5.13K<0.01%new13F-HRTimeline
FLP Wealth Management, LLC38$3.61K0.01%13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25$2.38K<0.01%013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC9$1K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc8$760<0.01%013F-HRTimeline
Wagner Wealth Management, LLC1$90<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.