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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 2025-03-31, 6,877,902 shares in all. 24 filers opened a position and 19 filers sold out during the quarter.

Managers
159
13F filers
159
New
24
Added
70
Reduced
48
Sold out
19
Shares held by filers
6,877,902

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC966,930$92.8M0.37%+18,17813F-HRTimelineGroup
TD Capital Management LLC428,021$41.1M4.16%+9,75513F-HRTimeline
Advocacy Wealth Management, LLC409,688$39.3M2.68%-408,95113F-HRTimeline
LPL Financial LLC378,586$36.3M0.01%+121,26813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/348,615$33.5M<0.01%-11,06713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY330,889$31.8M<0.01%+23,98913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN293,010$28.1M0.01%+180,42813F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC248,400$23.8M7.45%+38,35213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO241,234$23.2M<0.01%+42,92213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…212,722$20.4M0.04%+31,22513F-HRTimeline
O'Connor Financial Group LLC207,019$19.9M10.33%+4,86813F-HRTimeline
UBS Group AGin group UBS Group AG194,527$18.7M<0.01%+14,41713F-HRTimelineGroup
OneDigital Investment Advisors LLC147,057$14.1M0.17%-9,92313F-HRTimeline
HighTower Advisors, LLC127,166$12.2M0.02%-96,78213F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.124,232$11.9M4.8%+16,33013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC110,886$10.6M<0.01%+70,02513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,558$10.3M<0.01%-93713F-HR/ATimelineGroup
Dynamic Advisor Solutions LLC97,199$9.33M0.31%+1,22113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV88,696$8.51M1.88%+8,39713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC84,369$8.1M0.01%+75,31813F-HRTimelineGroup
HOWLAND CAPITAL MANAGEMENT LLC77,040$7.39M0.33%-91113F-HRTimeline
Astor Investment Management LLC73,899$7.09M3.77%new13F-HRTimeline
Beckerman Institutional, LLC63,841$6.13M4.44%+2,36613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC49,652$4.77M0.01%+43,67113F-HR/ATimelineGroup
CarsonAllaria Wealth Management, Ltd.48,823$4.69M2.71%+3,05713F-HRTimeline
VALLEY NATIONAL ADVISERS INC46,527$4.46M0.81%+3,69913F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.43,755$4.2M0.3%+10,16613F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC43,059$4.13M0.56%-3,60413F-HRTimeline
SkyOak Wealth, LLC42,510$4.08M0.89%+5,19513F-HRTimeline
Mariner, LLCin group Mariner, LLC41,059$3.94M0.01%+14,49613F-HRTimelineGroup
AIFG Consultants Ltd.40,929$3.93M6.47%-1,63813F-HRTimeline
Treasure Coast Financial Planning40,688$3.91M2.42%-23313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC39,427$3.78M0.01%+5,43813F-HRTimelineGroup
IFP Advisors, Inc31,187$2.99M0.09%+63313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,040$2.98M0.01%-46613F-HRTimeline
SAGE RHINO CAPITAL LLC28,731$2.76M0.64%+21613F-HRTimeline
Clear Creek Financial Management, LLC28,447$2.73M0.28%-1,92813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.28,190$2.71M0.01%+6,77113F-HRTimelineGroup
RFG Advisory, LLC27,467$2.64M0.07%+1,74713F-HRTimeline
Barnes Wealth Management Group, Inc26,701$2.56M1.64%+1,81913F-HRTimeline
Atria Investments, Inc25,670$2.46M0.03%new13F-HRTimeline
PFG Advisors25,625$2.46M0.14%+1,32313F-HRTimeline
PAX Financial Group, LLC24,500$2.35M0.42%+30113F-HRTimeline
Integrated Wealth Concepts LLC24,478$2.35M0.03%-89,33113F-HRTimeline
Austin Private Wealth, LLC24,198$2.32M0.21%-33,16613F-HRTimeline
MGO ONE SEVEN LLC24,109$2.31M0.09%-2,11513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,061$2.31M<0.01%+98513F-HRTimelineGroup
NewEdge Advisors, LLC23,847$2.29M0.01%-5613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC23,041$2.21M<0.01%-1,54913F-HRTimeline
PATTEN & PATTEN INC/TN21,651$2.08M0.14%-1,57613F-HRTimeline
49 WEALTH MANAGEMENT, LLC20,838$2M0.24%-13,41213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.20,325$1.95M0.01%-9913F-HRTimeline
NorthCoast Asset Management LLC20,289$1.95M0.01%+18,00113F-HR/ATimeline
GREATMARK INVESTMENT PARTNERS, INC.19,317$1.85M0.25%-3,65013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,028$1.73M<0.01%new13F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC17,354$1.67M0.05%+3,63413F-HRTimelineGroup
Legacy Capital Group California, Inc.17,242$1.65M0.58%new13F-HRTimeline
Avestar Capital, LLC16,755$1.61M0.15%-1,03213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC15,852$1.52M0.01%+2,34613F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP15,301$1.47M<0.01%+7,38413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP14,912$1.43M<0.01%-5,49013F-HRTimelineGroup
Family Investment Center, Inc.14,329$1.38M0.34%+72813F-HRTimeline
Cetera Investment Advisers14,105$1.35M<0.01%+2,48113F-HRTimeline
Legacy Capital Wealth Partners, LLC14,003$1.34M0.33%+4,46413F-HRTimeline
Waverly Advisors, LLC13,476$1.29M0.02%+2713F-HRTimeline
Compass Financial Group, Inc.13,441$1.29M0.66%-3313F-HRTimeline
Syverson Strege & Co12,675$1.22M0.39%+42513F-HRTimeline
Midwest Financial Network, LLC12,152$1.17M1.16%-11213F-HRTimeline
FLOW TRADERS U.S. LLC11,875$1.14M0.05%new13F-HRTimeline
Farther Finance Advisors, LLC11,919$1.14M0.03%+2,68813F-HRTimeline
Krilogy Financial LLC11,428$1.1M0.07%+31813F-HRTimeline
GeoWealth Management, LLC11,417$1.1M0.04%+4,98213F-HRTimeline
CW Advisors, LLC10,558$1.01M0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,657$927K<0.01%-24013F-HRTimeline
WIN ADVISORS, INC9,093$873K0.45%new13F-HRTimeline
Aviance Capital Partners, LLC9,073$871K0.12%+3,07013F-HRTimeline
Prospera Financial Services Inc8,685$834K0.02%-54213F-HRTimeline
AE Wealth Management LLC8,578$823K0.01%+2,77313F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department8,527$818K0.6%+22013F-HRTimelineGroup
Procyon Advisors, LLC8,354$802K0.05%-1,45513F-HRTimeline
Smart Portfolios, LLC8,258$793K0.86%-35913F-HRTimeline
KEYVANTAGE WEALTH, LLC8,226$790K0.38%-19,39013F-HRTimeline
COMERICA BANK7,986$766K<0.01%+4013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7,822$751K0.36%+8213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,750$744K0.02%+10913F-HRTimelineGroup
NWF Advisory Services Inc.7,553$725K0.1%+94613F-HRTimeline
Mayfair Advisory Group, LLC7,451$715K0.41%+5513F-HRTimeline
Sequoia Financial Advisors, LLC6,568$630K<0.01%-5413F-HRTimeline
Advisory Services Network, LLC6,372$612K0.01%+95513F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,277$602K0.01%+15213F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC6,223$597K0.03%+12213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,927$569K0.02%+2,56913F-HRTimeline
Geneos Wealth Management Inc.5,320$511K0.01%+3,63313F-HRTimeline
Cambridge Investment Research Advisors,…5,175$497K<0.01%-84813F-HRTimeline
Capital Advisors, Ltd. LLC5,042$484K0.06%+1513F-HRTimeline
AMERIFLEX GROUP, INC.4,899$470K0.19%-1,18113F-HRTimeline
Ausdal Financial Partners, Inc.4,888$469K0.04%-10413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,796$460K0.01%+1013F-HRTimelineGroup
Accredited Wealth Management, LLC4,718$453K0.38%+28813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,518$434K0.03%-4,82713F-HRTimelineGroup
American Institute for Advanced Investm…4,423$425K0.32%+45013F-HRTimeline
Proficio Capital Partners LLC4,370$419K0.03%-4,19513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,023$386K0.01%new13F-HRTimelineGroup
Financial Advocates Investment Manageme…4,000$384K0.03%new13F-HRTimeline
Heritage Trust Co3,958$380K0.05%013F-HRTimeline
MEANS INVESTMENT CO., INC.3,814$366K0.04%+3813F-HRTimeline
Sanctuary Advisors, LLC3,808$365K<0.01%+54213F-HRTimeline
DAVENPORT & Co LLC3,715$357K<0.01%+1,50913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,693$354K0.13%013F-HRTimelineGroup
Skyline Advisors, Inc.3,571$343K0.13%-513F-HRTimeline
Capital Asset Advisory Services LLC3,507$335K0.02%+13713F-HRTimeline
Curi Capital, LLC3,394$326K0.01%+82113F-HRTimeline
MML INVESTORS SERVICES, LLC3,367$323K<0.01%-2,42513F-HRTimeline
CGC Financial Services, LLC3,165$304K0.12%-32213F-HRTimeline
WBH ADVISORY INC3,158$303K0.03%-60413F-HRTimeline
DIVERSIFIED TRUST CO3,145$302K0.01%+3713F-HRTimeline
Bedel Financial Consulting, Inc.2,841$271K0.04%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,769$266K<0.01%-1113F-HRTimelineGroup
IPG Investment Advisors LLC2,743$263K0.06%013F-HRTimeline
Watts Gwilliam & Co., LLC2,669$256K0.06%-26313F-HRTimeline
Moloney Securities Asset Management, LLC2,584$248K0.03%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,566$246K0.05%-2213F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,557$245K0.04%-96013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp2,411$231K<0.01%new13F-HRTimelineGroup
Cedar Wealth Management, LLC2,370$227K0.08%-66213F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,219$213K0.04%new13F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC2,164$208K0.28%-113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,135$205K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,753$168K0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,636$157K<0.01%+113F-HRTimeline
Raleigh Capital Management Inc.1,574$151K0.07%new13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …965$92.6K0.02%13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC927$89K<0.01%+18713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP853$81.9K<0.01%+913F-HR/ATimelineGroup
Financial Management Professionals, Inc.811$77.8K0.01%013F-HRTimeline
Parallel Advisors, LLC604$58K<0.01%-11513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/462$44.3K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC324$31.1K0.01%new13F-HRTimeline
Future Financial Wealth Managment LLC300$28.8K0.02%013F-HRTimeline
Key Financial Inc297$28.5K0.01%013F-HRTimeline
Continuum Advisory, LLC262$25.1K<0.01%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.260$25K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.229$22K0.02%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC208$20K0.01%new13F-HRTimeline
Synergy Investment Management, LLC199$19.1K0.01%013F-HRTimeline
Hanson & Doremus Investment Management190$18K<0.01%new13F-HRTimeline
Arax Advisory Partners148$14.2K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp82$7.87K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…80$7.68K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC75$7.2K<0.01%new13F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE60$5.76K<0.01%+413F-HRTimelineGroup
NorthRock Partners, LLC55$5.31K<0.01%-12913F-HRTimeline
Caldwell Trust Co54$5.18K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…35$3.36K<0.01%new13F-HRTimelineGroup
MAI Capital Management23$2.21K<0.01%-33213F-HRTimeline
AdvisorNet Financial, Inc8$768<0.01%013F-HRTimeline
Allworth Financial LP5$434<0.01%new13F-HRTimeline
Wagner Wealth Management, LLC1$92<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.