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Pimco Enhanced LOW Duration (LDUR)

CUSIP: 72201R718 | NYSE | 512 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Kelly Financial Group LLC252,740
5.5% of portfolio›$23.8M
O'Connor Financial Group LLC208,480
7.0% of portfolio›$19.6M
Wealth Enhancement Advisory Services, LLC160,846
0.0% of portfolio›$15.1M
Treasure Coast Financial Planning102,054
4.6% of portfolio›$9.6M
Valley National Advisers Inc94,571
1.0% of portfolio›$8.9M
Visionary Wealth Advisors86,019
0.3% of portfolio›$8.1M
Dynamic Advisor Solutions LLC79,263
0.2% of portfolio›$7.5M
Howland Capital Management LLC66,205
0.2% of portfolio›$6.2M
Modera Wealth Management, LLC57,264
0.1% of portfolio›$5.4M
RFG Advisory, LLC51,426
0.1% of portfolio›$4.8M
TD Waterhouse Canada Inc.49,838
0.0% of portfolio›$4.7M
SkyOak Wealth, LLC47,217
0.7% of portfolio›$4.4M
Sage Rhino Capital LLC34,516
0.5% of portfolio›$3.2M
IFP Advisors, Inc34,498
0.1% of portfolio›$3.2M
Farther Finance Advisors, LLC33,480
0.0% of portfolio›$3.2M
Commonwealth Equity Services, LLC30,864
0.0% of portfolio›$2.9M
Copper Harbor Investment Advisors, LLC30,793
0.6% of portfolio›$2.9M
Family Investment Center, Inc.25,917
0.4% of portfolio›$2.4M
Patten & Patten Inc19,812
0.1% of portfolio›$1.9M
MGO One Seven LLC18,429
0.0% of portfolio›$1.7M
Aviance Capital Partners, LLC16,489
0.2% of portfolio›$1.6M
Avestar Capital, LLC15,945
0.1% of portfolio›$1.5M
Krilogy Financial LLC15,064
0.0% of portfolio›$1.4M
Kestra Advisory Services, LLC14,849
0.0% of portfolio›$1.4M
BankPlus Wealth Management LLC14,191
0.6% of portfolio›$1.3M
Everhart Financial Group, Inc.14,093
0.1% of portfolio›$1.3M
Trek Financial, LLC12,639
0.1% of portfolio›$1.2M
Balentine LLC10,638
0.0% of portfolio›$1.0M
Legacy Capital Wealth Partners, LLC9,622
0.2% of portfolio›$905.6K
Greatmark Investment Partners, Inc.9,582
0.1% of portfolio›$901.8K
Syverson Strege & Co9,412
0.2% of portfolio›$885.8K
Elevation Capital Advisory, LLC9,395
0.3% of portfolio›$884.2K
Wealthcare Advisory Partners LLC8,652
0.0% of portfolio›$814.3K
Cambridge Investment Research Advisors, Inc.8,426
0.0% of portfolio›$793
Charter Capital Management, Llc\de7,187
0.3% of portfolio›$676.4K
Mayfair Advisory Group, LLC5,916
0.2% of portfolio›$556.8K
CGC Financial Services, LLC5,785
0.1% of portfolio›$544.5K
Midwest Financial Network, LLC5,692
0.4% of portfolio›$535.7K
PFG Advisors5,527
0.0% of portfolio›$520.2K
Halbert Hargrove Global Advisors, LLC5,504
0.0% of portfolio›$518.0K
Bison Wealth, LLC4,851
0.0% of portfolio›$456.2K
Nottingham Advisors, Inc.4,788
0.1% of portfolio›$449.9K
Truist Financial Corp4,557
0.0% of portfolio›$428.9K
American Institute for Advanced Investment Management, LLP4,538
0.2% of portfolio›$427.1K
Diversify Advisory Services, LLC4,402
0.0% of portfolio›$414.6K
Diversify Wealth Management, LLC4,402
0.0% of portfolio›$414.6K
Signature Estate & Investment Advisors LLC4,340
0.0% of portfolio›$408.5K
Capital Asset Advisory Services LLC4,175
0.0% of portfolio›$394.7K
NWF Advisory Services Inc.4,122
0.0% of portfolio›$387.9K
Financial Insights, Inc.4,004
0.1% of portfolio›$376.8K
Capital Advisors, Ltd. LLC3,532
0.0% of portfolio›$332
Clear Creek Financial Management, LLC3,316
0.0% of portfolio›$312.1K
MCF Advisors LLC2,956
0.0% of portfolio›$278.2K
Plan A Wealth LLC2,602
0.1% of portfolio›$244.9K
Williams & Novak Wealth Management, LLC2,588
0.1% of portfolio›$243.6K
XY Planning Network, Inc.2,497
0.0% of portfolio›$235.0K
Citigroup Inc2,462
0.0% of portfolio›$231.7K
StoneX Group Inc.2,334
0.0% of portfolio›$219.7K
AdvisorNet Financial, Inc2,250
0.0% of portfolio›$211.7K
Prospera Financial Services Inc2,166
0.0% of portfolio›$205.8K
Parallel Advisors, LLC1,389
0.0% of portfolio›$130.7K
Assetmark, Inc1,160
0.0% of portfolio›$109.2K
Financial Management Professionals, Inc.811
0.0% of portfolio›$76.3K
Flagship Wealth Advisors, LLC342
0.0% of portfolio›$32.2K
KFG LLC277
0.0% of portfolio›$26.1K
Private Trust Co NA268
0.0% of portfolio›$25.2K
Ashton Thomas Private Wealth, LLC241
0.0% of portfolio›$22.7K
Lodestone Wealth Management LLC214
0.0% of portfolio›$20.2K
Hanson & Doremus Investment Management190
0.0% of portfolio›$18
CoreCap Advisors, LLC182
0.0% of portfolio›$17.1K
Wolff Wiese Magana LLC176
0.0% of portfolio›$16.6K
Creative Financial Designs Inc82
0.0% of portfolio›$7.7K
Caldwell Trust Co54
0.0% of portfolio›$5.1K
Nova Financial LLC47
0.0% of portfolio›$4.5K
Manchester Capital Management LLC14
0.0% of portfolio›$1.3K
Gilpin Wealth Management, LLC11
0.0% of portfolio›$1.0K
StyleTurnoverLocationFiled
Kelly Financial Group LLC
252,740$23.8M5.5%ETFLowWethersfield, CT2026-10-16
O'Connor Financial Group LLC
208,480$19.6M7.0%ETFLowQuincy, IL2026-10-26
Wealth Enhancement Advisory Services, LLC
160,846$15.1M0.0%CoreLowPlymouth, MN2026-10-13
Treasure Coast Financial Planning
102,054$9.6M4.6%ETFVery LowVero Beach, FL2026-11-03
Valley National Advisers Inc
94,571$8.9M1.0%ETFLowBethlehem, PA2026-10-23
Visionary Wealth Advisors
86,019$8.1M0.3%ETFLowO'Fallon, IL2026-11-04
Dynamic Advisor Solutions LLC
79,263$7.5M0.2%ETFLowPhoenix, AZ2026-10-13
Howland Capital Management LLC
66,205$6.2M0.2%CoreLowBoston, MA2026-10-22
Modera Wealth Management, LLC
57,264$5.4M0.1%ETFVery LowWestwood, NJ2026-10-28
RFG Advisory, LLC
51,426$4.8M0.1%ETFMediumBirmingham, AL2026-11-03
TD Waterhouse Canada Inc.
49,838$4.7M0.0%CoreLowToronto, Australia2026-10-16
SkyOak Wealth, LLC
47,217$4.4M0.7%ETFLowSouthfield, MI2026-10-28
Sage Rhino Capital LLC
34,516$3.2M0.5%ETFLowMenlo Park, CA2026-10-28
IFP Advisors, Inc
34,498$3.2M0.1%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
33,480$3.2M0.0%IndexLowSan Francisco, CA2026-10-08
Commonwealth Equity Services, LLC
30,864$2.9M0.0%ETFLowWaltham, MA2026-11-02
Copper Harbor Investment Advisors, LLC
30,793$2.9M0.6%ETFN/AAppleton, WI2026-10-16
Family Investment Center, Inc.
25,917$2.4M0.4%ETFMediumSaint Joseph, MO2026-10-19
Patten & Patten Inc
19,812$1.9M0.1%CoreLowChattanooga, TN2026-10-26
MGO One Seven LLC
18,429$1.7M0.0%GrowthLowBeachwood, OH2026-10-28
Aviance Capital Partners, LLC
16,489$1.6M0.2%CoreLowNaples, FL2026-10-29
Avestar Capital, LLC
15,945$1.5M0.1%GrowthLowNew York, NY2026-10-28
Krilogy Financial LLC
15,064$1.4M0.0%GrowthLowSt. Louis, MO2026-10-13
Kestra Advisory Services, LLC
14,849$1.4M0.0%CoreLowAustin, TX2026-11-02
BankPlus Wealth Management LLC
14,191$1.3M0.6%ETFLowJackson, MS2026-10-13
Everhart Financial Group, Inc.
14,093$1.3M0.1%ETFLowDublin, OH2026-10-08
Trek Financial, LLC
12,639$1.2M0.1%ETFHighScottsdale, AZ2026-10-29
Balentine LLC
10,638$1.0M0.0%ETFLowAtlanta, GA2026-11-03
Legacy Capital Wealth Partners, LLC
9,622$905.6K0.2%CoreMediumLittle Rock, AR2026-10-21
Greatmark Investment Partners, Inc.
9,582$901.8K0.1%ValueVery LowColumbus, GA2026-10-28
Syverson Strege & Co
9,412$885.8K0.2%ETFVery LowWest Des Moines, IA2026-11-02
Elevation Capital Advisory, LLC
9,395$884.2K0.3%ETFVery HighBend, OR2026-10-29
Wealthcare Advisory Partners LLC
8,652$814.3K0.0%ETFLowWest Chester, PA2026-10-21
Cambridge Investment Research Advisors, Inc.
8,426$7930.0%ETFLowFairfield, IA2026-11-02
Charter Capital Management, Llc\de
7,187$676.4K0.3%ETFVery LowBrookfield, WI2026-10-28
Mayfair Advisory Group, LLC
5,916$556.8K0.2%ETFLowBirmingham, AL2026-10-20
CGC Financial Services, LLC
5,785$544.5K0.1%ETFLowLake Oswego, OR2026-10-13
Midwest Financial Network, LLC
5,692$535.7K0.4%ETFHighTinley Park, IL2026-10-13
PFG Advisors
5,527$520.2K0.0%ETFMediumPhoenix, AZ2026-10-16
Halbert Hargrove Global Advisors, LLC
5,504$518.0K0.0%ETFLowLong Beach, CA2026-10-16
Bison Wealth, LLC
4,851$456.2K0.0%GrowthMediumAtlanta, GA2026-10-13
Nottingham Advisors, Inc.
4,788$449.9K0.1%ETFLowAmherst, NY2026-10-29
Truist Financial Corp
4,557$428.9K0.0%CoreLowCharlotte, NC2026-10-30
American Institute for Advanced Investment Management, LLP
4,538$427.1K0.2%ETFLowScottsdale, AZ2026-11-03
Diversify Advisory Services, LLC
4,402$414.6K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
4,402$414.6K0.0%GrowthMediumSandy, UT2026-10-20
Signature Estate & Investment Advisors LLC
4,340$408.5K0.0%ETFMediumLos Angeles, CA2026-10-13
Capital Asset Advisory Services LLC
4,175$394.7K0.0%ETFLowWilliamston, MI2026-10-30
NWF Advisory Services Inc.
4,122$387.9K0.0%GARPLowLos Angeles, CA2026-10-19
Financial Insights, Inc.
4,004$376.8K0.1%ETFLowTacoma, WA2026-10-27
Capital Advisors, Ltd. LLC
3,532$3320.0%ETFLowShaker Heights, OH2026-10-27
Clear Creek Financial Management, LLC
3,316$312.1K0.0%ETFMediumSilverdale, WA2026-10-28
MCF Advisors LLC
2,956$278.2K0.0%ETFLowLexington, KY2026-10-28
Plan A Wealth LLC
2,602$244.9K0.1%CoreLowLincoln, NE2026-10-08
Williams & Novak Wealth Management, LLC
2,588$243.6K0.1%ETFMediumWestlake Village, CA2026-10-09
XY Planning Network, Inc.
2,497$235.0K0.0%ETFLowBozeman, MT2026-10-14
Citigroup Inc
2,462$231.7K0.0%CoreMediumNew York, NY2026-11-04
StoneX Group Inc.
2,334$219.7K0.0%ETFMediumNew York, NY2026-11-03
AdvisorNet Financial, Inc
2,250$211.7K0.0%ETFLowMinnetonka, MN2026-10-15
Prospera Financial Services Inc
2,166$205.8K0.0%CoreMediumDallas, TX2026-11-04
Parallel Advisors, LLC
1,389$130.7K0.0%IndexLowSan Francisco, CA2026-11-03
Assetmark, Inc
1,160$109.2K0.0%ETFLowConcord, CA2026-10-21
Financial Management Professionals, Inc.
811$76.3K0.0%ETFMediumAustin, TX2026-10-23
Flagship Wealth Advisors, LLC
342$32.2K0.0%ETFLowWakefield, MA2026-11-03
KFG LLC
277$26.1K0.0%ETFN/ARapid City, SD2026-11-02
Private Trust Co NA
268$25.2K0.0%CoreLowCleveland, OH2026-10-20
Ashton Thomas Private Wealth, LLC
241$22.7K0.0%CoreMediumScottsdale, AZ2026-11-03
Lodestone Wealth Management LLC
214$20.2K0.0%CoreLowSpokane, WA2026-10-14
Hanson & Doremus Investment Management
190$180.0%CoreVery LowBurlington, VT2026-10-16
CoreCap Advisors, LLC
182$17.1K0.0%ETFMediumSouthfield, MI2026-10-08
Wolff Wiese Magana LLC
176$16.6K0.0%GrowthLowCarslbad, CA2026-10-15
Creative Financial Designs Inc
82$7.7K0.0%ETFMediumKokomo, IN2026-11-04
Caldwell Trust Co
54$5.1K0.0%GrowthLowVenice, FL2026-10-30
Nova Financial LLC
47$4.5K0.0%N/AN/ATucson, AZ2026-11-04
Manchester Capital Management LLC
14$1.3K0.0%CoreLowManchester, VT2026-10-22
Gilpin Wealth Management, LLC
11$1.0K0.0%GrowthLowDenver, CO2026-10-09