Skip to content
Disclosery

LDUR PIMCO ETF TR

Follow

ENHNCD LW DUR AC (fund)

150 managers (151 13F filers) reported a position in LDUR shares at 2025-09-30, 7,954,945 shares in all. 10 filers opened a position and 16 filers sold out during the quarter.

Managers
150
13F filers
151
New
10
Added
58
Reduced
63
Sold out
16
Shares held by filers
7,954,945

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC923,898$88.8M0.27%+56,80313F-HRTimelineGroup
Advocacy Wealth Management, LLC891,551$85.7M3.72%+451,56613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN588,261$56.6M0.01%-60,38313F-HRTimelineGroup
LPL Financial LLC430,783$41.4M0.01%+28,12113F-HRTimeline
TD Capital Management LLC427,796$41.1M3.7%-9,24613F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/383,888$36.9M<0.01%+23,82013F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY325,876$31.3M<0.01%-28,56513F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO268,361$25.8M<0.01%+17,48913F-HR/ATimelineGroup
KELLY FINANCIAL GROUP LLC266,660$25.6M6.8%+16,76713F-HRTimeline
Beacon Capital Management, Inc.255,336$24.5M1.17%new13F-HRTimeline
O'Connor Financial Group LLC219,812$21.1M8.86%+4,16413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC217,859$20.9M0.01%+4,41813F-HRTimelineGroup
UBS Group AGin group UBS Group AG196,143$18.9M<0.01%+25213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…188,718$18.1M0.03%-20,42313F-HRTimeline
OneDigital Investment Advisors LLC145,825$14M0.14%-24,76313F-HRTimeline
HighTower Advisors, LLC137,875$13.3M0.02%+6,52113F-HRTimeline
FIRST NATIONAL CORP /MA/ /ADV103,464$9.92M1.88%+9,76113F-HRTimeline
Dynamic Advisor Solutions LLC99,523$9.57M0.28%+1,33113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA88,546$8.51M<0.01%-5,92713F-HRTimelineGroup
Gateway Wealth Partners, LLC79,315$7.63M1.03%new13F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC72,383$6.96M0.27%-5,59113F-HRTimeline
Beckerman Institutional, LLC67,494$6.49M3.82%+2,06113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC67,245$6.47M<0.01%+9,89213F-HRTimelineGroup
Atria Investments, Inc56,113$5.39M0.06%-7,88613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.55,175$5.3M2.76%+4,88213F-HRTimeline
VALLEY NATIONAL ADVISERS INC51,607$4.96M0.77%+3,73013F-HRTimeline
Legacy Capital Group California, Inc.46,982$4.52M1.15%-32013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,992$4.33M0.01%-4,76413F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.44,772$4.3M0.26%+39213F-HRTimelineGroup
AIFG Consultants Ltd.43,030$4.14M7.29%+1,22513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC42,777$4.11M0.01%-3213F-HRTimeline
Treasure Coast Financial Planning41,693$4.01M2.24%+20713F-HRTimeline
SkyOak Wealth, LLC41,231$3.96M0.75%-1,69513F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC37,484$3.6M<0.01%+25513F-HRTimelineGroup
IFP Advisors, Inc35,846$3.45M0.09%+1,67813F-HR/ATimeline
MGO ONE SEVEN LLC32,926$3.17M0.07%-74113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC30,260$2.91M0.07%+6,33713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS28,016$2.69M0.01%-2,22913F-HRTimeline
Barnes Wealth Management Group, Inc27,693$2.66M1.47%+58213F-HRTimeline
SAGE RHINO CAPITAL LLC26,505$2.55M0.49%+73313F-HRTimeline
Cetera Investment Advisers26,438$2.54M<0.01%+8,53513F-HRTimeline
PFG Advisors25,695$2.47M0.1%-49513F-HRTimeline
Mariner, LLCin group Mariner, LLC24,108$2.32M<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC23,994$2.31M0.01%+75513F-HRTimeline
FLOW TRADERS U.S. LLC23,276$2.24M0.09%+10,60613F-HRTimeline
PAX Financial Group, LLC21,535$2.07M0.37%-10013F-HRTimeline
AE Wealth Management LLC20,570$1.98M0.01%-46013F-HRTimeline
Integrated Wealth Concepts LLC20,334$1.96M0.02%-3,37313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding20,163$1.94M-36Timeline
PATTEN & PATTEN INC/TN19,886$1.91M0.11%-36213F-HRTimeline
Visionary Wealth Advisors19,409$1.87M0.09%new13F-HRTimeline
Family Investment Center, Inc.19,247$1.85M0.38%+4,87413F-HRTimeline
GeoWealth Management, LLC18,170$1.75M0.06%-39713F-HRTimeline
Private Advisor Group, LLC17,971$1.73M0.01%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC17,875$1.72M0.37%-20213F-HRTimeline
Clear Creek Financial Management, LLC16,751$1.61M0.14%-9,85613F-HRTimeline
Midwest Financial Network, LLC16,604$1.6M1.3%+4,05613F-HRTimeline
Avestar Capital, LLC16,105$1.55M0.11%-98513F-HRTimeline
NorthCoast Asset Management LLC15,552$1.5M0.01%-3,40213F-HRTimeline
Farther Finance Advisors, LLC13,663$1.31M0.02%-3,18713F-HRTimeline
Wealth Advisors of Iowa, LLC13,647$1.31M0.45%new13F-HRTimeline
Compass Financial Group, Inc.13,542$1.3M0.58%+32613F-HRTimeline
Sand Hill Global Advisors, LLC13,037$1.25M0.04%+7113F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.11,987$1.15M0.14%-1,74013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,961$1.15M<0.01%-1,34913F-HRTimelineGroup
Krilogy Financial LLC11,626$1.11M0.04%+19513F-HRTimeline
Aviance Capital Partners, LLC11,185$1.08M0.13%+3,21213F-HRTimeline
&PARTNERS11,208$1.07M0.01%+1,31413F-HRTimeline
Syverson Strege & Co10,863$1.04M0.25%-2,20013F-HRTimeline
BankPlus Wealth Management LLCin group BankPlus Trust Department10,455$1.01M0.59%+1,44413F-HRTimelineGroup
Waverly Advisors, LLC10,071$968K0.01%-2,63313F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,025$964K0.02%+11013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,448$908K<0.01%+2313F-HRTimeline
WIN ADVISORS, INC8,918$857K0.42%+69813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,799$846K0.02%+6313F-HRTimelineGroup
Prospera Financial Services Inc8,550$823K0.01%+7813F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,376$805K0.01%+2,95313F-HRTimelineGroup
Smart Portfolios, LLC8,184$787K0.76%+6813F-HRTimeline
Advisory Services Network, LLC8,022$771K0.01%-1,09813F-HRTimeline
Cambridge Investment Research Advisors,…8,005$770K<0.01%-5113F-HRTimeline
Charter Capital Management, LLC\DE7,772$747K0.4%-42013F-HRTimeline
RFG Advisory, LLC7,692$740K0.02%-22,35313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,556$726K<0.01%-7,15313F-HRTimelineGroup
DAVENPORT & Co LLC7,184$691K<0.01%-98013F-HRTimeline
Ausdal Financial Partners, Inc.6,866$660K0.03%+2,00013F-HRTimeline
KEYVANTAGE WEALTH, LLC6,712$645K0.27%-37613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,385$614K<0.01%-4,39213F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.6,354$611K0.26%-1,01013F-HRTimeline
Accredited Wealth Management, LLC2,700$606K0.45%-2,81813F-HRTimeline
Mayfair Advisory Group, LLC6,229$599K0.26%+2713F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,125$589K0.01%013F-HRTimelineGroup
COMERICA BANK6,091$586K<0.01%+2513F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…5,245$504K0.01%+44013F-HRTimelineGroup
Curi Capital, LLC5,159$496K0.01%+24413F-HRTimeline
Capital Advisors, Ltd. LLC5,057$486K0.05%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,974$478K<0.01%-75913F-HRTimelineGroup
NWF Advisory Services Inc.4,603$443K0.05%-2,80013F-HRTimeline
Austin Private Wealth, LLC4,417$425K0.03%-2,12613F-HRTimeline
Sanctuary Advisors, LLC4,273$411K<0.01%-1,60713F-HR/ATimeline
American Institute for Advanced Investm…4,223$406K0.27%-20013F-HRTimeline
Triton Financial Group Inc4,128$397K0.27%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC3,994$384K0.02%-1,79413F-HRTimeline
Watts Gwilliam & Co., LLC3,845$370K0.06%new13F-HRTimeline
DIVERSIFIED TRUST CO3,843$370K0.01%+57713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP3,808$366K<0.01%+59213F-HRTimelineGroup
HOWARD BAILEY SECURITIES, LLC3,714$357K0.1%-16113F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,693$355K0.1%013F-HRTimelineGroup
Capital Asset Advisory Services LLC3,671$353K0.02%+9613F-HRTimeline
Sequoia Financial Advisors, LLC3,626$349K<0.01%+78813F-HRTimeline
Raleigh Capital Management Inc.3,556$342K0.13%-21813F-HRTimeline
CGC Financial Services, LLC3,325$320K0.09%+44013F-HRTimeline
Procyon Advisors, LLC3,270$314K0.02%013F-HRTimeline
Geneos Wealth Management Inc.3,254$313K0.01%-21013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC3,210$309K0.04%-34513F-HRTimeline
Outlook Wealth Advisors, LLC3,159$304K0.08%-11113F-HRTimeline
Skyline Advisors, Inc.3,134$301K0.1%-6713F-HRTimeline
Strategic Wealth Partners, Ltd.3,060$294K0.02%new13F-HRTimeline
MML INVESTORS SERVICES, LLC2,878$277K<0.01%-96413F-HRTimeline
Bedel Financial Consulting, Inc.2,841$273K0.03%013F-HRTimeline
IPG Investment Advisors LLC2,743$264K0.05%013F-HRTimeline
Sigma Planning Corp2,636$253K0.01%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,615$251K0.04%+2113F-HRTimeline
Lloyd Advisory Services, LLC.2,502$241K0.11%-78713F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,486$239K0.03%+213F-HRTimeline
Moloney Securities Asset Management, LLC2,412$232K0.03%-17213F-HRTimeline
WORLD EQUITY GROUP, INC.2,404$231K0.05%-18713F-HRTimeline
GRIES FINANCIAL LLC2,259$217K0.03%new13F-HRTimeline
Cedar Wealth Management, LLC2,168$208K0.06%-10213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,122$204K<0.01%013F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC1,978$190K0.25%-12613F-HRTimeline
Global Retirement Partners, LLC1,527$147K<0.01%-213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,131$109K<0.01%+10413F-HRTimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …856$82.3K0.02%13F-HRTimelineGroup
Financial Management Professionals, Inc.811$78K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.646$62.1K<0.01%-25213F-HRTimeline
Quest 10 Wealth Builders, Inc.603$58K0.05%013F-HRTimeline
Parallel Advisors, LLC504$48.5K<0.01%-10013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/473$45.5K<0.01%+1113F-HRTimelineGroup
Future Financial Wealth Managment LLC300$28.8K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC268$25.8K<0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.245$23.6K0.01%013F-HRTimeline
Hanson & Doremus Investment Management190$18K<0.01%013F-HRTimeline
Crewe Advisors LLC100$9.62K<0.01%-94713F-HRTimeline
MAI Capital Management85$8.17K<0.01%+6213F-HRTimeline
Steward Partners Investment Advisory, L…80$7.69K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC75$7.21K<0.01%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE54$5.19K<0.01%-313F-HRTimelineGroup
Caldwell Trust Co54$5.19K<0.01%013F-HRTimeline
Imprint Wealth LLC22$2.12K0.01%13F-HRTimeline
Wagner Wealth Management, LLC1$94<0.01%013F-HRTimeline