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Disclosery

LDUR PIMCO ETF TR

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ENHNCD LW DUR AC (fund)

160 managers (161 13F filers) reported a position in LDUR shares at 2025-06-30, 7,445,877 shares in all. 14 filers opened a position and 16 filers sold out during the quarter.

Managers
160
13F filers
161
New
14
Added
73
Reduced
51
Sold out
16
Shares held by filers
7,445,877

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
CWM, LLCin group CWM, LLC867,095$83.1M0.29%-99,83513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN648,644$62.2M0.01%+355,63413F-HRTimelineGroup
Advocacy Wealth Management, LLC439,985$42.2M2.59%+30,29713F-HRTimeline
TD Capital Management LLC437,042$41.9M3.95%+9,02113F-HRTimeline
LPL Financial LLC402,662$38.6M0.01%+24,07613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/360,068$34.5M<0.01%+11,45313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY354,441$34M<0.01%+23,55213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO250,872$24M<0.01%+9,63813F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC249,893$23.9M6.93%+1,49313F-HRTimeline
O'Connor Financial Group LLC215,648$20.6M9.06%+8,62913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC213,441$20.5M0.01%+102,55513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…209,141$19.9M0.03%-3,58113F-HRTimeline
UBS Group AGin group UBS Group AG195,891$18.8M<0.01%+1,36413F-HRTimelineGroup
Astor Investment Management LLC185,159$17.7M9.59%+111,26013F-HRTimeline
OneDigital Investment Advisors LLC170,588$16.3M0.18%+23,53113F-HRTimeline
HighTower Advisors, LLC131,354$12.6M0.02%+4,18813F-HRTimeline
Dynamic Advisor Solutions LLC98,192$9.41M0.29%+99313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA94,473$9.05M<0.01%-13,08513F-HR/ATimelineGroup
FIRST NATIONAL CORP /MA/ /ADV93,703$8.98M1.81%+5,00713F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC77,974$7.47M0.3%+93413F-HRTimeline
Beckerman Institutional, LLC65,433$6.27M4.16%+1,59213F-HRTimeline
Atria Investments, Inc63,999$6.13M0.07%+38,32913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC57,353$5.5M<0.01%+33,29213F-HRTimelineGroup
CarsonAllaria Wealth Management, Ltd.50,293$4.82M2.58%+1,47013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,756$4.77M0.01%+21,56613F-HR/ATimelineGroup
VALLEY NATIONAL ADVISERS INC47,877$4.59M0.75%+1,35013F-HRTimeline
Legacy Capital Group California, Inc.47,302$4.53M1.26%+30,06013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.44,380$4.25M0.28%+62513F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC43,130$4.13M0.52%+7113F-HRTimeline
SkyOak Wealth, LLC42,926$4.11M0.83%+41613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,809$4.1M0.01%+19,76813F-HRTimeline
AIFG Consultants Ltd.41,805$4.01M7.81%+87613F-HRTimeline
Treasure Coast Financial Planning41,486$3.98M2.32%+79813F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC37,229$3.57M<0.01%-2,19813F-HRTimelineGroup
IFP Advisors, Inc34,168$3.27M0.09%+2,98113F-HRTimeline
MGO ONE SEVEN LLC33,667$3.23M0.1%+9,55813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,245$2.9M0.01%-79513F-HRTimeline
RFG Advisory, LLC30,045$2.88M0.07%+2,57813F-HRTimeline
Barnes Wealth Management Group, Inc27,111$2.6M1.53%+41013F-HRTimeline
Clear Creek Financial Management, LLC26,607$2.55M0.24%-1,84013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,289$2.52M<0.01%-58,08013F-HRTimelineGroup
PFG Advisors26,190$2.51M0.12%+56513F-HRTimeline
SAGE RHINO CAPITAL LLC25,772$2.47M0.52%-2,95913F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC23,923$2.29M0.06%+6,56913F-HRTimelineGroup
Integrated Wealth Concepts LLC23,707$2.27M0.02%-77113F-HRTimeline
NewEdge Advisors, LLC23,239$2.23M0.01%-60813F-HRTimeline
PAX Financial Group, LLC21,635$2.07M0.4%-2,86513F-HRTimeline
AE Wealth Management LLC21,030$2.02M0.01%+12,45213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.20,312$1.95M0.01%-1313F-HRTimeline
PATTEN & PATTEN INC/TN20,248$1.94M0.13%-1,40313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,199$1.94M+4,347Timeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,504$1.87M0.04%new13F-HRTimelineGroup
NorthCoast Asset Management LLC18,954$1.82M0.01%-1,33513F-HRTimeline
GeoWealth Management, LLC18,567$1.78M0.07%+7,15013F-HRTimeline
Legacy Capital Wealth Partners, LLC18,077$1.73M0.39%+4,07413F-HRTimeline
Cetera Investment Advisers17,903$1.72M<0.01%+3,79813F-HRTimeline
Avestar Capital, LLC17,090$1.64M0.12%+33513F-HRTimeline
Farther Finance Advisors, LLC16,850$1.61M0.03%+4,93113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC14,709$1.41M<0.01%-34,94313F-HRTimelineGroup
Family Investment Center, Inc.14,373$1.38M0.31%+4413F-HRTimeline
Omnitrust Wealth Management, Inc14,193$1.36M1.6%13F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.13,727$1.32M0.17%-5,59013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,310$1.28M<0.01%-1,60213F-HRTimelineGroup
Compass Financial Group, Inc.13,216$1.27M0.63%-22513F-HRTimeline
Syverson Strege & Co13,063$1.25M0.3%+38813F-HRTimeline
Sand Hill Global Advisors, LLC12,966$1.24M0.05%new13F-HRTimeline
Waverly Advisors, LLC12,704$1.22M0.01%-77213F-HRTimeline
FLOW TRADERS U.S. LLC12,670$1.21M0.04%+79513F-HRTimeline
Midwest Financial Network, LLC12,548$1.2M1.19%+39613F-HRTimeline
Krilogy Financial LLC11,431$1.1M0.06%+313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP10,777$1.03M<0.01%-4,52413F-HR/ATimelineGroup
CW Advisors, LLC10,558$1.01M0.01%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,915$950K0.02%+3,98813F-HRTimeline
&PARTNERS9,894$948K0.01%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,642$923K0.07%+5,12413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV9,425$903K<0.01%-23213F-HRTimeline
Advisory Services Network, LLC9,120$872K0.01%+2,74813F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department9,011$863K0.57%+48413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,736$837K0.02%+98613F-HRTimelineGroup
Prospera Financial Services Inc8,472$813K0.02%-21313F-HRTimeline
WIN ADVISORS, INC8,220$788K0.38%-87313F-HRTimeline
Charter Capital Management, LLC\DE8,192$785K0.46%13F-HRTimeline
DAVENPORT & Co LLC8,164$782K<0.01%+4,44913F-HRTimeline
Smart Portfolios, LLC8,116$778K0.78%-14213F-HRTimeline
Cambridge Investment Research Advisors,…8,056$772K<0.01%+2,88113F-HRTimeline
Aviance Capital Partners, LLC7,973$764K0.1%-1,10013F-HRTimeline
NWF Advisory Services Inc.7,403$709K0.08%-15013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.7,364$706K0.32%-45813F-HRTimeline
KEYVANTAGE WEALTH, LLC7,088$679K0.3%-1,13813F-HRTimeline
Austin Private Wealth, LLC6,543$627K0.05%-17,65513F-HRTimeline
JGP Wealth Management, LLC6,380$611K0.07%new13F-HRTimeline
Mayfair Advisory Group, LLC6,202$593K0.28%-1,24913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,125$587K0.01%-15213F-HRTimelineGroup
COMERICA BANK6,066$581K<0.01%-1,92013F-HRTimeline
Sanctuary Advisors, LLC5,880$563K<0.01%+2,07213F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,788$555K0.03%-43513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,733$549K<0.01%+3,32213F-HRTimelineGroup
Accredited Wealth Management, LLC5,518$529K0.43%+80013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,423$520K0.01%+1,40013F-HRTimelineGroup
AMERIFLEX GROUP, INC.5,395$516K0.27%+49613F-HRTimeline
Capital Advisors, Ltd. LLC5,057$485K0.06%+1513F-HRTimeline
Curi Capital, LLC4,915$471K0.01%+1,52113F-HRTimeline
Ausdal Financial Partners, Inc.4,866$466K0.03%-2213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,805$460K0.01%+913F-HRTimelineGroup
American Institute for Advanced Investm…4,423$424K0.3%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…4,237$406K<0.01%-13,79113F-HRTimelineGroup
Triton Financial Group Inc4,128$396K0.29%13F-HRTimeline
HOWARD BAILEY SECURITIES, LLC3,875$371K0.11%new13F-HR/ATimeline
MML INVESTORS SERVICES, LLC3,842$368K<0.01%+47513F-HRTimeline
Raleigh Capital Management Inc.3,774$362K0.15%+2,20013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,693$354K0.12%013F-HRTimelineGroup
Capital Asset Advisory Services LLC3,575$341K0.02%+6813F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,555$341K0.05%+1,33613F-HRTimeline
Geneos Wealth Management Inc.3,464$332K0.01%-1,85613F-HRTimeline
Lloyd Advisory Services, LLC.3,289$315K0.15%new13F-HRTimeline
Outlook Wealth Advisors, LLC3,270$313K0.08%new13F-HRTimeline
Procyon Advisors, LLC3,270$313K0.03%-5,08413F-HRTimeline
DIVERSIFIED TRUST CO3,266$313K0.01%+12113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,216$308K<0.01%+2,36313F-HRTimelineGroup
Skyline Advisors, Inc.3,201$307K0.11%-37013F-HRTimeline
CGC Financial Services, LLC2,885$276K0.09%-28013F-HRTimeline
Bedel Financial Consulting, Inc.2,841$272K0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC2,838$272K<0.01%-3,73013F-HRTimeline
IPG Investment Advisors LLC2,743$263K0.05%013F-HRTimeline
Sigma Planning Corp2,636$253K0.01%new13F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,594$249K0.04%+2813F-HRTimeline
WORLD EQUITY GROUP, INC.2,591$248K0.07%new13F-HRTimeline
Moloney Securities Asset Management, LLC2,584$248K0.03%013F-HRTimeline
WBH ADVISORY INC2,529$242K0.02%-62913F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,484$238K0.04%-7313F-HRTimeline
Cedar Wealth Management, LLC2,270$218K0.07%-10013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,122$203K<0.01%-1313F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC2,104$202K0.25%-6013F-HRTimeline
Global Retirement Partners, LLC1,529$147K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,079$103K<0.01%-67413F-HRTimelineGroup
Crewe Advisors LLC1,047$100K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,027$98.4K<0.01%+10013F-HRTimelineGroup
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …933$89.4K0.02%13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.898$86K<0.01%-73813F-HRTimeline
Financial Management Professionals, Inc.811$77.7K0.01%013F-HRTimeline
Arax Advisory Partners793$76K<0.01%+64513F-HRTimeline
Parallel Advisors, LLC604$57.9K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.603$57.8K0.06%+37413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/462$44.3K<0.01%013F-HRTimelineGroup
Opal Wealth Advisors, LLC318$30.5K0.01%-613F-HRTimeline
Future Financial Wealth Managment LLC300$28.7K0.02%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.245$23.5K0.01%-1513F-HRTimeline
Hanson & Doremus Investment Management190$18K<0.01%013F-HRTimeline
Key Financial Inc170$16.3K<0.01%-12713F-HRTimeline
SYM FINANCIAL Corp82$7.86K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…80$7.67K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC75$7.19K<0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE57$5.46K<0.01%-313F-HRTimelineGroup
Caldwell Trust Co54$5.17K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…51$4.89K<0.01%new13F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…29$2.78K<0.01%new13F-HRTimelineGroup
MAI Capital Management23$2.21K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC9$1K<0.01%new13F-HRTimelineGroup
Wagner Wealth Management, LLC1$93<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.