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Disclosery

LDUR PIMCO ETF TR

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ENHNCD LW DUR AC (fund)

165 managers (166 13F filers) reported a position in LDUR shares at 2025-12-31, 9,944,659 shares in all. 23 filers opened a position and 11 filers sold out during the quarter.

Managers
165
13F filers
166
New
23
Added
59
Reduced
60
Sold out
11
Shares held by filers
9,944,659

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
FMR LLCin group FMR LLC1,821,453$175M0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC939,933$90.2M0.24%+16,03513F-HRTimelineGroup
Advocacy Wealth Management, LLC911,899$87.5M3.66%+20,34813F-HRTimeline
LPL Financial LLC597,089$57.3M0.02%+166,30613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN543,802$52.2M0.01%-44,45913F-HRTimelineGroup
TD Capital Management LLC431,360$41.4M3.67%+3,56413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/408,334$39.2M<0.01%+24,44613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY337,435$32.4M<0.01%+11,55913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO278,513$26.7M<0.01%+10,15213F-HRTimelineGroup
KELLY FINANCIAL GROUP LLC274,819$26.5M6.73%+8,15913F-HRTimeline
O'Connor Financial Group LLC231,409$22.2M8.87%+11,59713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…192,736$18.5M0.03%+4,01813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC191,440$18.4M0.01%-26,41913F-HRTimelineGroup
Beacon Capital Management, Inc.178,039$17.1M0.91%-77,29713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA156,502$15M<0.01%+67,95613F-HRTimelineGroup
HighTower Advisors, LLC139,715$13.4M0.01%+1,84013F-HRTimeline
UBS Group AGin group UBS Group AG119,578$11.5M<0.01%-76,56513F-HRTimelineGroup
OneDigital Investment Advisors LLC117,358$11.3M0.11%-28,46713F-HRTimeline
Gateway Wealth Partners, LLC79,729$7.65M0.85%+41413F-HRTimeline
Visionary Wealth Advisors68,459$6.57M0.3%+49,05013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC67,972$6.54M0.25%-4,41113F-HRTimeline
Dynamic Advisor Solutions LLC67,853$6.51M0.21%-31,67013F-HRTimeline
CarsonAllaria Wealth Management, Ltd.62,645$6.01M2.98%+7,47013F-HRTimeline
VALLEY NATIONAL ADVISERS INC59,728$5.73M0.79%+8,12113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,591$5.33M<0.01%-11,65413F-HRTimelineGroup
Atria Investments, Inc55,354$5.31M0.06%-75913F-HRTimeline
Beckerman Institutional, LLC54,923$5.27M2.96%-12,57113F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.49,110$4.71M0.27%+4,33813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,645$4.57M0.01%+2,65313F-HRTimelineGroup
Legacy Capital Group California, Inc.45,673$4.38M1.06%-1,30913F-HRTimeline
Treasure Coast Financial Planning44,948$4.31M2.29%+3,25513F-HRTimeline
SkyOak Wealth, LLC43,064$4.13M0.74%+1,83313F-HRTimeline
AIFG Consultants Ltd.42,954$4.12M7.08%-7613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,724$4.1M<0.01%new13F-HR/ATimelineGroup
MAIMON WEALTH MANAGEMENT LTD.42,640$4.09M3.8%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,780$4.01M0.01%-99713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC36,179$3.47M<0.01%-1,30513F-HRTimelineGroup
IFP Advisors, Inc32,170$3.09M0.07%-3,67613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC31,631$3.03M0.07%+1,37113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC30,681$2.94M<0.01%new13F-HRTimelineGroup
Barnes Wealth Management Group, Inc28,559$2.74M1.47%+86613F-HRTimeline
NewEdge Advisors, LLC27,242$2.61M0.01%+3,24813F-HRTimeline
Cetera Investment Advisers27,231$2.61M<0.01%+79313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,198$2.61M<0.01%-81813F-HRTimeline
SAGE RHINO CAPITAL LLC26,589$2.55M0.48%+8413F-HRTimeline
PFG Advisors23,671$2.27M0.11%-2,02413F-HRTimeline
FLOW TRADERS U.S. LLC22,063$2.12M0.07%-1,21313F-HRTimeline
Family Investment Center, Inc.22,049$2.12M0.43%+2,80213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP20,932$2.01M<0.01%+17,12413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding20,606$1.98M+443Timeline
PATTEN & PATTEN INC/TN20,031$1.92M0.11%+14513F-HRTimeline
AE Wealth Management LLC19,989$1.92M0.01%-58113F-HRTimeline
Farther Finance Advisors, LLC19,887$1.91M0.02%+6,22413F-HRTimeline
PAX Financial Group, LLC19,845$1.9M0.33%-1,69013F-HRTimeline
SOL Capital Management CO19,005$1.82M0.16%new13F-HRTimeline
Legacy Capital Wealth Partners, LLC17,638$1.69M0.36%-23713F-HRTimeline
Avestar Capital, LLC16,826$1.62M0.11%+72113F-HRTimeline
Wealth Advisors of Iowa, LLC16,860$1.62M0.53%+3,21313F-HRTimeline
Midwest Financial Network, LLC16,810$1.61M1.24%+20613F-HRTimeline
MGO ONE SEVEN LLC16,593$1.59M0.03%-16,33313F-HRTimeline
GeoWealth Management, LLC16,508$1.58M0.06%-1,66213F-HRTimeline
Integrated Wealth Concepts LLC15,921$1.53M0.02%-4,41313F-HRTimeline
Mariner, LLCin group Mariner, LLC15,025$1.44M<0.01%-9,08313F-HRTimelineGroup
BankPlus Wealth Management LLCin group BankPlus Trust Department14,750$1.42M0.78%+4,29513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth14,223$1.36M<0.01%new13F-HRTimelineGroup
Sand Hill Global Advisors, LLC14,149$1.36M0.05%+1,11213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,126$1.36M<0.01%new13F-HR/ATimelineGroup
Private Advisor Group, LLC13,339$1.28M0.01%-4,63213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,333$1.28M<0.01%+5,77713F-HRTimelineGroup
Curi Capital, LLC12,805$1.23M0.02%+7,64613F-HRTimeline
Compass Financial Group, Inc.12,841$1.23M0.54%-70113F-HRTimeline
Omnitrust Wealth Management, Inc12,388$1.19M1.51%13F-HRTimeline
GREATMARK INVESTMENT PARTNERS, INC.11,887$1.14M0.13%-10013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP11,636$1.12M<0.01%-32513F-HRTimelineGroup
IHT Wealth Management, LLC11,543$1.11M0.03%new13F-HRTimeline
&PARTNERS11,108$1.07M0.01%-10013F-HRTimeline
Syverson Strege & Co10,913$1.05M0.25%+5013F-HRTimeline
Aviance Capital Partners, LLC10,709$1.03M0.12%-47613F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,147$974K0.02%+12213F-HR/ATimeline
Waverly Advisors, LLC9,528$914K0.01%-54313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,480$910K<0.01%+3213F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …9,214$884K0.02%+41513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…8,798$844K0.01%+42213F-HRTimelineGroup
RFG Advisory, LLC8,701$835K0.02%+1,00913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,473$814K<0.01%+2,08813F-HR/ATimelineGroup
Prospera Financial Services Inc8,362$804K0.01%-18813F-HRTimeline
Cambridge Investment Research Advisors,…8,309$797K<0.01%+30413F-HRTimeline
Krilogy Financial LLC8,212$789K0.03%-3,41413F-HRTimeline
Charter Capital Management, LLC\DE7,776$746K0.39%+413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,379$708K<0.01%new13F-HRTimelineGroup
DAVENPORT & Co LLC7,184$689K<0.01%013F-HRTimeline
KEYVANTAGE WEALTH, LLC6,624$636K0.27%-8813F-HRTimeline
Ausdal Financial Partners, Inc.6,518$625K0.03%-34813F-HRTimeline
MCF Advisors LLC6,427$619K0.03%new13F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…6,125$588K0.01%013F-HRTimelineGroup
Mayfair Advisory Group, LLC6,078$583K0.23%-15113F-HRTimeline
SMITH, MOORE & CO.5,861$562K0.04%new13F-HRTimeline
Clear Creek Financial Management, LLC5,825$559K0.05%-10,92613F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,695$546K0.23%-65913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …5,568$535K0.02%new13F-HRTimelineGroup
NWF Advisory Services Inc.5,568$534K0.06%+96513F-HRTimeline
Capital Advisors, Ltd. LLC5,057$485K0.05%013F-HRTimeline
MML INVESTORS SERVICES, LLC4,976$477K<0.01%+2,09813F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,708$452K0.02%+71413F-HRTimeline
American Institute for Advanced Investm…4,573$439K0.28%+35013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…4,421$424K0.01%-82413F-HRTimelineGroup
Thayer Financial, L.L.C.4,386$421K0.44%13F-HRTimeline
TD Waterhouse Canada Inc.4,360$418K<0.01%new13F-HRTimeline
COMERICA BANK4,337$416K<0.01%-1,75413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,250$408K<0.01%-72413F-HRTimelineGroup
Sanctuary Advisors, LLC4,178$401K<0.01%-9513F-HRTimeline
CGC Financial Services, LLC3,985$382K0.1%+66013F-HRTimeline
Capital Asset Advisory Services LLC3,837$368K0.01%+16613F-HRTimeline
DIVERSIFIED TRUST CO3,784$363K0.01%-5913F-HRTimeline
Skyline Advisors, Inc.3,739$359K0.12%+60513F-HRTimeline
Raleigh Capital Management Inc.3,707$356K0.13%+15113F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…3,693$354K0.11%013F-HRTimelineGroup
Sequoia Financial Advisors, LLC3,534$339K<0.01%-9213F-HRTimeline
Opus Financial Solutions LLC3,534$339K0.32%13F-HRTimeline
Lloyd Advisory Services, LLC.3,298$316K0.12%+79613F-HRTimeline
Smart Portfolios, LLC3,277$314K0.31%-4,90713F-HRTimeline
Procyon Advisors, LLC3,270$314K0.02%013F-HRTimeline
HOWARD BAILEY SECURITIES, LLC3,095$297K0.12%-61913F-HRTimeline
Outlook Wealth Advisors, LLC3,075$295K0.07%-8413F-HRTimeline
Tribridge Partners Financial LLC3,027$290K0.12%new13F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC2,889$277K0.04%-32113F-HRTimeline
Bedel Financial Consulting, Inc.2,841$273K0.03%013F-HRTimeline
IPG Investment Advisors LLC2,743$264K0.05%013F-HRTimeline
TOBIAS FINANCIAL ADVISORS, INC.2,643$254K0.04%+2813F-HRTimeline
NOTTINGHAM ADVISORS, INC.2,448$235K0.03%-3813F-HRTimeline
Sigma Planning Corp2,395$230K0.01%-24113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP2,296$220K<0.01%new13F-HRTimelineGroup
Financial Insights, Inc.2,269$218K0.07%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,122$204K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.1,654$159K<0.01%-1,60013F-HRTimeline
Global Retirement Partners, LLC1,525$146K<0.01%-213F-HRTimeline
Cedar Wealth Management, LLC1,464$140K0.04%-70413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,154$111K<0.01%+2313F-HRTimelineGroup
Signature Equity Partners, LLC920$88.3K0.05%13F-HRTimeline
Financial Management Professionals, Inc.811$78.1K0.01%013F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …801$76.9K0.01%-5513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.651$62.5K<0.01%+513F-HRTimeline
Quest 10 Wealth Builders, Inc.593$56.9K0.05%-1013F-HRTimeline
Motiv8 Investments LLC552$53K0.03%new13F-HRTimeline
Arax Advisory Partners507$48.6K<0.01%new13F-HRTimeline
Parallel Advisors, LLC504$48.4K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/500$47.9K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/415$39.8K<0.01%-5813F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…378$36.3K<0.01%new13F-HR/ATimelineGroup
Wellington Grp LLC296$28.4K0.01%13F-HR/ATimeline
Kingdom Financial Group LLC.287$27.5K0.01%new13F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.236$22.6K0.01%-913F-HRTimeline
Lodestone Wealth Management LLC208$20K0.01%new13F-HRTimeline
Hanson & Doremus Investment Management190$18K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.148$14.2K<0.01%-2,91213F-HRTimeline
Crewe Advisors LLC100$9.6K<0.01%013F-HRTimeline
Manchester Capital Management LLC93$8.92K<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%013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE54$5.18K<0.01%013F-HRTimelineGroup
Caldwell Trust Co54$5.18K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.46$4.41K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31$2.99K<0.01%new13F-HRTimeline
Networth Advisors, LLC27$2.59K<0.01%13F-HRTimeline
Imprint Wealth LLC11$1.05K<0.01%-1113F-HRTimeline