LDUR Institutional Ownership
PIMCO Enhanced Low Duration Active Exchange-Traded Fund
1W: -0.1%
1M: -1.2%
3M: -1.6%
YTD: -1.5%
1Y: -1.4%
3Y: +11.5%
5Y: +8.0%
$93.89
-0.08 (-0.09%)
Weekly Expected Move ±0.4%
$93
$94
$94
$94
$95
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — LDUR
207
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
18
New Positions
68
Increased
97
Reduced
31
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (220 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | FMR LLC | 2,500,609 | $235M | +575,120 | +29.9% | 3Q | SEC ↗ |
| 2 | Advocacy Wealth Management, LLC | 1,115,335 | $105M | +34,527 | +3.2% | 12Q | SEC ↗ |
| 3 | CWM, LLC | 891,772 | $84M | -48,161 | -5.1% | 18Q | SEC ↗ |
| 4 | LPL Financial LLC | 745,492 | $70M | -268,810 | -26.5% | 39Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 570,273 | $54M | +53,955 | +10.4% | 42Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 441,550 | $41M | +17,751 | +4.2% | 15Q | SEC ↗ |
| 7 | TD Capital Management LLC | 440,019 | $41M | +3,987 | +0.9% | 23Q | SEC ↗ |
| 8 | MORGAN STANLEY | 394,513 | $37M | +203 | +0.1% | 44Q | SEC ↗ |
| 9 | GREAT VALLEY ADVISOR GROUP, INC. | 370,534 | $35M | +26,806 | +7.8% | 2Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 331,094 | $31M | +46,489 | +16.3% | 27Q | SEC ↗ |
| 11 | KELLY FINANCIAL GROUP LLC | 299,442 | $28M | +16,665 | +5.9% | 7Q | SEC ↗ |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 261,567 | $25M | -150,666 | -36.5% | 32Q | SEC ↗ |
| 13 | O'Connor Financial Group LLC | 202,851 | $19M | -28,488 | -12.3% | 14Q | SEC ↗ |
| 14 | Beacon Capital Management, Inc. | 194,710 | $18M | +1,588 | +0.8% | 4Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA | 168,892 | $16M | +5,676 | +3.5% | 50Q | SEC ↗ |
| 16 | OneDigital Investment Advisors LLC | 156,063 | $15M | +13,861 | +9.7% | 16Q | SEC ↗ |
| 17 | HighTower Advisors, LLC | 133,806 | $13M | -2,469 | -1.8% | 28Q | SEC ↗ |
| 18 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 125,367 | $12M | +19,669 | +18.6% | 7Q | SEC ↗ |
| 19 | UBS Group AG | 103,432 | $10M | -5,726 | -5.2% | 47Q | SEC ↗ |
| 20 | Visionary Wealth Advisors | 92,607 | $9M | +3,183 | +3.6% | 4Q | SEC ↗ |
| 21 | Gateway Wealth Partners, LLC | 90,411 | $8M | -85,609 | -48.6% | 4Q | SEC ↗ |
| 22 | EXCHANGE TRADED CONCEPTS, LLC | 88,719 | $8M | +8,934 | +11.2% | 2Q | SEC ↗ |
| 23 | Treasure Coast Financial Planning | 85,945 | $8M | +5,202 | +6.4% | 19Q | SEC ↗ |
| 24 | VALLEY NATIONAL ADVISERS INC | 80,061 | $8M | +16,844 | +26.6% | 19Q | SEC ↗ |
| 25 | Dynamic Advisor Solutions LLC | 77,855 | $7M | +7,694 | +11.0% | 16Q | SEC ↗ |
| 26 | CarsonAllaria Wealth Management, Ltd. | 74,416 | $7M | +7,601 | +11.4% | 19Q | SEC ↗ |
| 27 | Cetera Investment Advisers | 70,672 | $7M | -87,886 | -55.4% | 23Q | SEC ↗ |
| 28 | Modera Wealth Management, LLC NEW | 69,406 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 69,119 | $6M | +855 | +1.3% | 7Q | SEC ↗ |
| 30 | HOWLAND CAPITAL MANAGEMENT LLC | 64,250 | $6M | -6,196 | -8.8% | 40Q | SEC ↗ |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 56,901 | $5M | +2,129 | +3.9% | 3Q | SEC ↗ |
| 32 | Essex Financial Services, Inc. | 55,256 | $5M | +2,216 | +4.2% | 17Q | SEC ↗ |
| 33 | Atria Investments, Inc | 54,610 | $5M | -67,749 | -55.4% | 6Q | SEC ↗ |
| 34 | MAIMON WEALTH MANAGEMENT LTD. | 53,530 | $5M | +7,180 | +15.5% | 3Q | SEC ↗ |
| 35 | Beckerman Institutional, LLC | 53,496 | $5M | -371 | -0.7% | 8Q | SEC ↗ |
| 36 | BROWN ADVISORY INC | 52,476 | $5M | -113,798 | -68.4% | 15Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 50,887 | $5M | -3,125 | -5.8% | 26Q | SEC ↗ |
| 38 | Wealth Advisors of Iowa, LLC | 50,339 | $5M | +763 | +1.5% | 4Q | SEC ↗ |
| 39 | SkyOak Wealth, LLC | 48,707 | $5M | +722 | +1.5% | 27Q | SEC ↗ |
| 40 | Legacy Capital Group California, Inc. | 46,974 | $4M | +3,481 | +8.0% | 6Q | SEC ↗ |
| 41 | Mariner, LLC | 41,427 | $4M | -72,800 | -63.7% | 4Q | SEC ↗ |
| 42 | IFP Advisors, Inc | 40,800 | $4M | -1,964 | -4.6% | 27Q | SEC ↗ |
| 43 | COMMONWEALTH EQUITY SERVICES, LLC | 38,352 | $4M | +1,355 | +3.7% | 35Q | SEC ↗ |
| 44 | CreativeOne Wealth, LLC | 35,140 | $3M | -152 | -0.4% | 26Q | SEC ↗ |
| 45 | SAGE RHINO CAPITAL LLC | 34,947 | $3M | +5,268 | +17.7% | 15Q | SEC ↗ |
| 46 | JONES FINANCIAL COMPANIES LLLP | 29,942 | $3M | +5,559 | +22.8% | 7Q | SEC ↗ |
| 47 | Barnes Wealth Management Group, Inc | 28,953 | $3M | -64 | -0.2% | 7Q | SEC ↗ |
| 48 | NewEdge Advisors, LLC | 28,193 | $3M | -2,416 | -7.9% | 20Q | SEC ↗ |
| 49 | RFG Advisory, LLC | 26,457 | $2M | +9,979 | +60.6% | 25Q | SEC ↗ |
| 50 | Farther Finance Advisors, LLC | 26,063 | $2M | +1,342 | +5.4% | 10Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| Modera Wealth Management, LLC | 69,406 | $7M |
| Kestra Advisory Services, LLC | 15,512 | $1M |
| CITADEL ADVISORS LLC | 11,999 | $1M |
| AXXCESS WEALTH MANAGEMENT, LLC | 10,576 | $993K |
| Synergy Asset Management, LLC | 9,567 | $898K |
| Trek Financial, LLC | 9,154 | $859K |
| Copper Harbor Investment Advisors, | 5,634 | $529K |
| Diversify Advisory Services, LLC | 5,163 | $485K |
| Bellwether Advisors, LLC | 3,893 | $366K |
| Williams & Novak, LLC | 2,323 | $218K |
| AQR CAPITAL MANAGEMENT LLC | 2,273 | $213K |
| Global Retirement Partners, LLC | 1,523 | $143K |
| FLAGSHIP WEALTH ADVISORS, LLC | 775 | $73K |
| FIDUCIARY FINANCIAL ADVISORS | 666 | $63K |
| IFG Advisory, LLC | 219 | $21K |
| LRI Investments, LLC | 210 | $20K |
| Buck Wealth Strategies, LLC | 113 | $11K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 82 | $8K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| HERITAGE OAK WEALTH ADVISORS LLC | 75,552 | $7M |
| Global View Capital Management LLC | 26,912 | $3M |
| Concurrent Investment Advisors, LLC | 22,347 | $2M |
| SOL Capital Management CO | 19,005 | $2M |
| United Advisor Group, LLC | 16,944 | $2M |
| Balefire, LLC | 14,321 | $1M |
| GOLDMAN SACHS GROUP INC | 14,126 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 14,040 | $1M |
| JANE STREET GROUP, LLC | 13,333 | $1M |
| Virtue Capital Management, LLC | 13,250 | $1M |
| Independent Advisor Alliance | 12,889 | $1M |
| Orion Porfolio Solutions, LLC | 11,986 | $1M |
| Hutchens & Kramer Investment Manage | 10,291 | $966K |
| SWMG, LLC | 9,769 | $917K |
| Legacy Wealth Partners, LLC | 9,505 | $892K |
| FLOW TRADERS U.S. LLC | 9,475 | $890K |
| Fulcrum Equity Management | 8,362 | $785K |
| WORLD EQUITY GROUP, INC. | 7,693 | $722K |
| UNITED CAPITAL FINANCIAL ADVISORS, | 5,763 | $541K |
| KEYVANTAGE WEALTH, LLC | 5,520 | $518K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -268,810 | -26.5% | 745,492 |
| ENVESTNET ASSET MANAGEMENT INC | -150,666 | -36.5% | 261,567 |
| BROWN ADVISORY INC | -113,798 | -68.4% | 52,476 |
| Cetera Investment Advisers | -87,886 | -55.4% | 70,672 |
| CoreCap Advisors, LLC | -85,725 | -99.7% | 216 |
| Gateway Wealth Partners, LLC | -85,609 | -48.6% | 90,411 |
| Mariner, LLC | -72,800 | -63.7% | 41,427 |
| Atria Investments, Inc | -67,749 | -55.4% | 54,610 |
| CWM, LLC | -48,161 | -5.1% | 891,772 |
| O'Connor Financial Group LLC | -28,488 | -12.3% | 202,851 |
| Sanctuary Advisors, LLC | -17,481 | -80.8% | 4,152 |
| Private Advisor Group, LLC | -16,453 | -73.9% | 5,804 |
| Bank of New York Mellon Corp | -12,469 | -76.4% | 3,857 |
| Focus Partners Wealth | -7,680 | -59.4% | 5,256 |
| Legacy Capital Wealth Partners, LLC | -6,374 | -38.1% | 10,360 |
| HOWLAND CAPITAL MANAGEMENT LLC | -6,196 | -8.8% | 64,250 |
| UBS Group AG | -5,726 | -5.2% | 103,432 |
| GeoWealth Management, LLC | -5,287 | -21.8% | 18,983 |
| Curi Capital, LLC | -5,221 | -37.2% | 8,807 |
| Ausdal Financial Partners, Inc. | -3,715 | -37.7% | 6,138 |