PIMCO ETF TR (LDUR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
171
Reporting holders
$1.1B
Reported value
0.0%
Held as options
-15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| FMR LLC | $239.1M | 2,500,609 | 0.01% | 3q | +29.9%+$55.0M |
| Advocacy Wealth Management, LLC | $106.6M | 1,115,335 | 3.87% | 12q | +3.2%+$3.3M |
| LPL Financial LLC | $71.3M | 745,492 | 0.02% | 31q | -26.5%-$25.7M |
| WELLS FARGO & COMPANY/MN | $54.5M | 570,273 | 0.01% | 31q | -44.8%-$44.2M |
| BANK OF AMERICA CORP /DE/ | $42.2M | 441,550 | 0.00% | 31q | +4.2%+$1.7M |
| TD Capital Management LLC | $42.1M | 440,019 | 3.44% | 23q | +0.9%+$381.2K |
| MORGAN STANLEY | $37.7M | 394,513 | 0.00% | 35q | HELD |
| GREAT VALLEY ADVISOR GROUP, INC. | $35.4M | 370,534 | 0.56% | 2q | +7.8%+$2.6M |
| JPMORGAN CHASE & CO | $31.7M | 331,094 | 0.00% | 27q | +16.3%+$4.4M |
| KELLY FINANCIAL GROUP LLC | $28.6M | 299,442 | 6.36% | 7q | +5.9%+$1.6M |
| ENVESTNET ASSET MANAGEMENT INC | $25.0M | 261,567 | 0.01% | 31q | -36.5%-$14.4M |
| O'Connor Financial Group LLC | $19.4M | 202,851 | 6.86% | 14q | -12.3%-$2.7M |
| Beacon Capital Management, Inc. | $18.6M | 194,710 | 1.13% | 4q | +0.8%+$151.8K |
| EXCHANGE TRADED CONCEPTS, LLC | $17.0M | 177,438 | 0.04% | 2q | +122.4%+$9.3M |
| ROYAL BANK OF CANADA | $16.1M | 168,892 | 0.00% | 31q | +3.5%+$542.7K |
| OneDigital Investment Advisors LLC | $14.9M | 156,063 | 0.13% | 16q | +9.7%+$1.3M |
| HighTower Advisors, LLC | $12.8M | 133,806 | 0.01% | 28q | -1.8%-$236.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $11.9M | 125,367 | 0.02% | 7q | +18.6%+$1.9M |
| UBS Group AG | $9.9M | 103,432 | 0.00% | 31q | -5.2%-$547.5K |
| Visionary Wealth Advisors | $8.9M | 92,607 | 0.35% | 4q | +3.6%+$304.3K |
| Gateway Wealth Partners, LLC | $8.6M | 90,411 | 0.52% | 4q | -48.6%-$8.2M |
| Treasure Coast Financial Planning | $8.2M | 85,945 | 4.01% | 19q | +6.4%+$497.4K |
| VALLEY NATIONAL ADVISERS INC | $7.7M | 80,061 | 0.85% | 19q | +26.6%+$1.6M |
| Dynamic Advisor Solutions LLC | $7.4M | 77,855 | 0.21% | 16q | +11.0%+$735.6K |
| CarsonAllaria Wealth Management, Ltd. | $7.1M | 74,416 | 3.08% | 19q | +11.4%+$726.7K |
| Cetera Investment Advisers | $6.8M | 70,672 | 0.01% | 23q | -55.4%-$8.4M |
| Modera Wealth Management, LLC | $6.6M | 69,406 | 0.07% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $6.6M | 69,119 | 0.00% | 7q | +1.3%+$81.7K |
| HOWLAND CAPITAL MANAGEMENT LLC | $6.1M | 64,250 | 0.22% | 31q | -8.8%-$592.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.4M | 56,901 | 0.00% | 3q | +3.9%+$203.6K |
| Essex Financial Services, Inc. | $5.3M | 55,256 | 0.26% | 17q | +4.2%+$211.9K |
| Atria Investments, Inc | $5.2M | 54,610 | 0.05% | 6q | -55.4%-$6.5M |
| MAIMON WEALTH MANAGEMENT LTD. | $5.1M | 53,530 | 3.94% | 3q | +15.5%+$686.5K |
| Beckerman Institutional, LLC | $5.1M | 53,496 | 2.43% | 8q | -0.7%-$35.5K |
| BROWN ADVISORY INC | $5.0M | 52,476 | 0.01% | 15q | -68.4%-$10.9M |
| OSAIC HOLDINGS, INC. | $4.9M | 50,887 | 0.01% | 26q | -5.8%-$298.8K |
| Wealth Advisors of Iowa, LLC | $4.8M | 50,339 | 1.30% | 4q | +1.5%+$73.0K |
| SkyOak Wealth, LLC | $4.7M | 48,707 | 0.76% | 27q | +1.5%+$69.0K |
| Legacy Capital Group California, Inc. | $4.5M | 46,974 | 1.35% | 6q | +8.0%+$332.8K |
| Mariner, LLC | $4.0M | 41,427 | 0.00% | 4q | -63.7%-$7.0M |
| IFP Advisors, Inc | $3.9M | 40,800 | 0.07% | 27q | -4.6%-$187.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.7M | 38,352 | 0.00% | 31q | +3.7%+$129.6K |
| CreativeOne Wealth, LLC | $3.4M | 35,140 | 0.07% | 26q | HELD |
| SAGE RHINO CAPITAL LLC | $3.3M | 34,947 | 0.54% | 15q | +17.7%+$503.7K |
| JONES FINANCIAL COMPANIES LLLP | $2.9M | 29,942 | 0.00% | 7q | +22.8%+$531.5K |
| Barnes Wealth Management Group, Inc | $2.8M | 28,953 | 1.28% | 7q | HELD |
| NewEdge Advisors, LLC | $2.7M | 28,193 | 0.01% | new | NEW |
| NEW WAVE WEALTH ADVISORS LLC | $2.6M | 27,222 | 0.35% | 2q | +772.2%+$2.3M |
| RFG Advisory, LLC | $2.5M | 26,457 | 0.04% | 25q | +60.6%+$954.1K |
| Farther Finance Advisors, LLC | $2.5M | 26,063 | 0.02% | 10q | +5.4%+$128.3K |
| Family Investment Center, Inc. | $2.4M | 25,588 | 0.41% | 15q | -0.9%-$21.6K |
| TD Waterhouse Canada Inc. | $2.4M | 25,629 | 0.01% | 3q | +480.5%+$2.0M |
| CAPTRUST FINANCIAL ADVISORS | $2.2M | 22,798 | 0.00% | 13q | -13.3%-$335.1K |
| AE Wealth Management LLC | $2.1M | 21,831 | 0.01% | 7q | +3.4%+$69.6K |
| Cerity Partners LLC | $2.0M | 20,911 | 0.00% | 2q | +4.1%+$77.8K |
| STIFEL FINANCIAL CORP | $2.0M | 20,694 | 0.00% | 27q | +19.5%+$323.1K |
| PATTEN & PATTEN INC/TN | $2.0M | 20,439 | 0.10% | 10q | +6.1%+$111.9K |
| Integrated Wealth Concepts LLC | $1.8M | 19,232 | 0.01% | 18q | +14.8%+$237.7K |
| PAX Financial Group, LLC | $1.8M | 19,031 | 0.27% | 17q | -4.9%-$93.5K |
| GeoWealth Management, LLC | $1.8M | 18,983 | 0.06% | 22q | -21.8%-$505.5K |
| Avestar Capital, LLC | $1.7M | 17,986 | 0.10% | 17q | +3.5%+$58.5K |
| MGO ONE SEVEN LLC | $1.7M | 17,983 | 0.03% | 20q | -7.0%-$129.0K |
| BankPlus Wealth Management LLC | $1.6M | 16,667 | 0.72% | 7q | -8.1%-$139.9K |
| Aviance Capital Partners, LLC | $1.6M | 16,250 | 0.16% | 29q | +55.8%+$556.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 16,008 | 0.00% | 22q | +47.1%+$489.7K |
| Corient Private Wealth LP | $1.5M | 15,552 | 0.00% | 15q | +85.9%+$687.1K |
| Kestra Advisory Services, LLC | $1.5M | 15,512 | 0.00% | new | NEW |
| Sand Hill Global Advisors, LLC | $1.5M | 15,359 | 0.04% | 5q | +10.9%+$144.8K |
| Smartleaf Asset Management LLC | $1.3M | 13,800 | 0.04% | 2q | HELD |
| Compass Financial Group, Inc. | $1.3M | 13,104 | 0.53% | 17q | +1.2%+$14.2K |
| Krilogy Financial LLC | $1.2M | 13,040 | 0.04% | 8q | HELD |
| Belpointe Asset Management LLC | $1.2M | 12,865 | 0.04% | 2q | +6.9%+$79.8K |
| CITADEL ADVISORS LLC | $1.1M | 11,999 | 0.00% | new | NEW |
| IHT Wealth Management, LLC | $1.1M | 11,510 | 0.02% | 3q | -1.5%-$16.4K |
| &PARTNERS | $1.1M | 11,295 | 0.00% | 5q | -0.8%-$9.2K |
| Midwest Financial Network, LLC | $1.1M | 11,231 | 0.73% | new | FIRST |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.0M | 10,576 | 0.02% | new | NEW |
| Legacy Capital Wealth Partners, LLC | $990.5K | 10,360 | 0.19% | 9q | -38.1%-$609.4K |
| GREATMARK INVESTMENT PARTNERS, INC. | $990.2K | 10,357 | 0.11% | 31q | -1.0%-$9.6K |
| Syverson Strege & Co | $975.2K | 10,199 | 0.21% | 22q | HELD |
| Synergy Asset Management, LLC | $914.7K | 9,567 | 0.09% | new | NEW |
| Wealthcare Advisory Partners LLC | $902.8K | 9,443 | 0.02% | 16q | HELD |
| Trek Financial, LLC | $875.2K | 9,154 | 0.04% | new | NEW |
| Curi Capital, LLC | $842.1K | 8,807 | 0.01% | 10q | -37.2%-$499.2K |
| HUNTINGTON NATIONAL BANK | $788.6K | 8,248 | 0.00% | 10q | HELD |
| NOTTINGHAM ADVISORS, INC. | $774.1K | 8,118 | 0.09% | 8q | +82.5%+$349.9K |
| Ameritas Advisory Services, LLC | $772.1K | 8,076 | 0.02% | 2q | +167.7%+$483.7K |
| Waverly Advisors, LLC | $742.1K | 7,762 | 0.00% | 7q | -13.7%-$117.3K |
| Charter Capital Management, LLC\DE | $720.2K | 7,533 | 0.32% | 5q | -3.2%-$23.6K |
| DAVENPORT & Co LLC | $686.9K | 7,184 | 0.00% | 16q | HELD |
| FIFTH THIRD BANCORP | $632.0K | 6,610 | 0.00% | 2q | -0.9%-$5.5K |
| CALDWELL SUTTER CAPITAL, INC. | $624.9K | 6,536 | 0.24% | 14q | +2.7%+$16.5K |
| CGC Financial Services, LLC | $607.2K | 6,351 | 0.14% | 13q | +27.1%+$129.6K |
| Ausdal Financial Partners, Inc. | $586.9K | 6,138 | 0.02% | 9q | -37.7%-$355.2K |
| STEPHENS INC /AR/ | $585.6K | 6,125 | 0.01% | 23q | HELD |
| Mayfair Advisory Group, LLC | $557.9K | 5,862 | 0.17% | 16q | HELD |
| Private Advisor Group, LLC | $554.9K | 5,804 | 0.00% | 4q | -73.9%-$1.6M |
| Copper Harbor Investment Advisors, LLC | $538.7K | 5,634 | 0.11% | new | FIRST |
| Prospera Financial Services Inc | $538.2K | 5,620 | 0.01% | 19q | +0.5%+$2.9K |
| PFG Advisors | $523.3K | 5,473 | 0.03% | 15q | -21.9%-$146.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-06 | 13G/A | FMR LLCwith 1 co-filers | 17.5% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 171 | $1.1B | 11,173,577 | 17 | 67 | 56 | 0.0% |
| Q1 2026 | 186 | $1.2B | 12,636,257 | 44 | 86 | 37 | 0.0% |
| Q4 2025 | 157 | $852.7M | 8,885,513 | 21 | 50 | 60 | 0.0% |
| Q3 2025 | 144 | $688.7M | 7,160,564 | 11 | 50 | 58 | 0.0% |
| Q2 2025 | 149 | $619.6M | 6,467,936 | 13 | 63 | 49 | 0.0% |
| Q1 2025 | 148 | $550.7M | 5,737,385 | 22 | 63 | 39 | 0.0% |
| Q4 2024 | 149 | $541.1M | 5,694,707 | 13 | 36 | 57 | 0.0% |
| Q3 2024 | 138 | $497.9M | 5,189,482 | 13 | 41 | 53 | 0.0% |
| Q2 2024 | 140 | $506.0M | 5,344,714 | 12 | 43 | 58 | 0.0% |
| Q1 2024 | 142 | $576.7M | 6,080,446 | 14 | 44 | 57 | 0.0% |
| Q4 2023 | 139 | $607.9M | 6,414,231 | 8 | 42 | 58 | 0.0% |
| Q3 2023 | 133 | $593.6M | 6,332,174 | 12 | 47 | 46 | 0.0% |
| Q2 2023 | 130 | $569.1M | 6,069,517 | 7 | 42 | 49 | 0.0% |
| Q1 2023 | 139 | $769.4M | 8,117,973 | 13 | 53 | 49 | 0.0% |
| Q4 2022 | 131 | $751.1M | 7,981,050 | 18 | 42 | 49 | 0.0% |
| Q3 2022 | 157 | $996.6M | 10,447,974 | 24 | 48 | 52 | 0.0% |
| Q2 2022 | 155 | $1.0B | 10,687,964 | 25 | 53 | 50 | 0.0% |
| Q1 2022 | 142 | $790.0M | 8,119,248 | 22 | 44 | 46 | 0.0% |
| Q4 2021 | 142 | $766.9M | 7,622,226 | 16 | 54 | 34 | 0.0% |
| Q3 2021 | 125 | $643.0M | 6,314,071 | 18 | 36 | 37 | 0.0% |
| Q2 2021 | 123 | $650.1M | 6,391,966 | 22 | 41 | 34 | 0.0% |
| Q1 2021 | 109 | $596.5M | 5,851,140 | 17 | 41 | 24 | 0.0% |
| Q4 2020 | 109 | $488.7M | 4,790,373 | 21 | 35 | 21 | 0.0% |
| Q3 2020 | 90 | $448.5M | 4,368,857 | 18 | 32 | 22 | 0.0% |
| Q2 2020 | 78 | $353.2M | 3,465,715 | 13 | 28 | 21 | 0.0% |
| Q1 2020 | 70 | $333.1M | 3,356,759 | 13 | 26 | 16 | 0.0% |
| Q4 2019 | 69 | $342.5M | 3,422,338 | 8 | 27 | 15 | 0.0% |
| Q3 2019 | 61 | $316.4M | 3,146,740 | 7 | 24 | 11 | 0.0% |
| Q2 2019 | 58 | $281.9M | 2,805,774 | 10 | 18 | 19 | 0.0% |
| Q1 2019 | 52 | $270.5M | 2,702,251 | 5 | 20 | 13 | 0.0% |
| Q4 2018 | 52 | $184.8M | 1,893,840 | 0 | 3 | 1 | 0.0% |