LDUR Institutional Ownership & Shareholders
PIMCO ENHANCED LOW DURATION (LDUR) is currently held by 161 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.09B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Fmr Llc is currently the largest disclosed institutional shareholder of LDUR tracked by InsiderSet, reporting ownership valued at approximately $239.08M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $237.06M, representing an estimated loss of -0.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed LDUR value among the investors covered in this analysis. Major shareholders include Fmr Llc, Advocacy Wealth Management, Llc, Cwm, Llc, and several other long-term asset managers with concentrated positions in PIMCO ENHANCED LOW DURATION (LDUR).
This page ranks the largest institutional LDUR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
161
Total Reported Value
$1.09B
Largest Holder
Fmr Llc
Largest Position
$239.08M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
49
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Fmr Llc | 0.01% | 2,500,609 | $239,083,206 | $237,057,733 | -$2,025,473 | -0.85% | |
| Advocacy Wealth Management, Llc | 3.87% | 1,115,335 | $106,637,184 | $105,733,758 | -$903,426 | -0.85% | |
| Cwm, Llc | 0.22% | 891,772 | $85,449,596 | $84,539,986 | -$909,610 | -1.06% | |
| Lpl Financial Llc | 0.02% | 745,492 | $71,276,478 | $70,672,642 | -$603,836 | -0.85% | |
| Wells Fargo & Company/Mn | 0.01% | 570,273 | $54,523,806 | $54,061,880 | -$461,926 | -0.85% | |
| Bank Of America Corp | 0.00% | 441,550 | $42,216,591 | $41,858,940 | -$357,651 | -0.85% | |
| Td Capital Management Llc | 3.44% | 440,019 | $42,070,196 | $41,713,801 | -$356,395 | -0.85% | |
| Morgan Stanley | 0.00% | 394,513 | $37,719,510 | $37,399,832 | -$319,678 | -0.85% | |
| Great Valley Advisor Group, Inc. | 0.56% | 370,534 | $35,426,847 | $35,126,623 | -$300,224 | -0.85% | |
| Jpmorgan Chase & Co | 0.00% | 331,094 | $31,667,486 | $31,387,711 | -$279,775 | -0.88% | |
| Envestnet Asset Management Inc | 0.01% | 261,567 | $25,008,412 | $24,796,552 | -$211,860 | -0.85% | |
| Kelly Financial Group Llc | 5.47% | 252,740 | $23,786,599 | $23,959,752 | +$173,153 | +0.73% | |
| O'Connor Financial Group Llc | 6.96% | 208,480 | $19,621,120 | $19,763,904 | +$142,784 | +0.73% | |
| Royal Bank Of Canada | 0.00% | 168,892 | $16,148,000 | $16,010,962 | -$137,038 | -0.85% | |
| Wealth Enhancement Advisory Services, Llc | 0.02% | 160,846 | $15,146,830 | $15,248,201 | +$101,371 | +0.67% | |
| Onedigital Investment Advisors Llc | 0.13% | 156,063 | $14,921,191 | $14,794,772 | -$126,419 | -0.85% | |
| Ubs Group Ag | 0.00% | 103,432 | $9,889,134 | $9,805,354 | -$83,780 | -0.85% | |
| Valley National Advisers Inc | 0.98% | 94,571 | $8,900,581 | $8,965,331 | +$64,750 | +0.73% | |
| Visionary Wealth Advisors | 0.35% | 92,607 | $8,854,140 | $8,779,144 | -$74,996 | -0.85% | |
| Gateway Wealth Partners, Llc | 0.52% | 90,411 | $8,644,232 | $8,570,963 | -$73,269 | -0.85% | |
| Treasure Coast Financial Planning | 4.01% | 85,945 | $8,217,238 | $8,147,586 | -$69,652 | -0.85% | |
| Dynamic Advisor Solutions Llc | 0.21% | 79,263 | $7,459,812 | $7,514,132 | +$54,320 | +0.73% | |
| Carsonallaria Wealth Management, Ltd. | 3.08% | 74,416 | $7,114,906 | $7,054,637 | -$60,269 | -0.85% | |
| Cetera Investment Advisers | 0.01% | 70,672 | $6,756,979 | $6,699,706 | -$57,273 | -0.85% | |
| Raymond James Financial Inc | 0.00% | 69,119 | $6,608,401 | $6,552,481 | -$55,920 | -0.85% | |
| Howland Capital Management Llc | 0.22% | 66,205 | $6,230,884 | $6,276,234 | +$45,350 | +0.73% | |
| Modera Wealth Management, Llc | 0.06% | 57,264 | $5,389,359 | $5,428,627 | +$39,268 | +0.73% | |
| Essex Financial Services, Inc. | 0.26% | 55,256 | $5,283,052 | $5,238,269 | -$44,783 | -0.85% | |
| Maimon Wealth Management Ltd. | 3.94% | 53,530 | $5,118,003 | $5,074,644 | -$43,359 | -0.85% | |
| Beckerman Institutional, Llc | 2.43% | 53,496 | $5,114,614 | $5,071,421 | -$43,193 | -0.84% | |
| Brown Advisory Inc | 0.01% | 52,476 | $5,017,230 | $4,974,725 | -$42,505 | -0.85% | |
| Osaic Holdings, Inc. | 0.01% | 50,887 | $4,866,247 | $4,824,088 | -$42,159 | -0.87% | |
| Wealth Advisors Of Iowa, Llc | 1.30% | 50,339 | $4,812,926 | $4,772,137 | -$40,789 | -0.85% | |
| Td Waterhouse Canada Inc. | 0.01% | 49,838 | $4,683,277 | $4,724,642 | +$41,365 | +0.88% | |
| Legacy Capital Group California, Inc. | 1.35% | 46,974 | $4,491,217 | $4,453,135 | -$38,082 | -0.85% | |
| Skyoak Wealth, Llc | 0.72% | 47,217 | $4,443,808 | $4,476,172 | +$32,364 | +0.73% | |
| Mariner, Llc | 0.00% | 41,427 | $3,960,861 | $3,927,280 | -$33,581 | -0.85% | |
| Creativeone Wealth, Llc | 0.07% | 35,140 | $3,359,757 | $3,331,272 | -$28,485 | -0.85% | |
| Sage Rhino Capital Llc | 0.53% | 34,516 | $3,248,499 | $3,272,117 | +$23,618 | +0.73% | |
| Ifp Advisors, Inc | 0.06% | 34,498 | $3,246,779 | $3,270,410 | +$23,631 | +0.73% | |
| Farther Finance Advisors, Llc | 0.02% | 33,480 | $3,150,935 | $3,173,904 | +$22,969 | +0.73% | |
| Commonwealth Equity Services, Llc | 0.00% | 30,864 | $2,904,740 | $2,925,907 | +$21,167 | +0.73% | |
| Jones Financial Companies Lllp | 0.00% | 29,942 | $2,862,782 | $2,838,502 | -$24,280 | -0.85% | |
| Barnes Wealth Management Group, Inc | 1.28% | 28,953 | $2,768,196 | $2,744,744 | -$23,452 | -0.85% | |
| Newedge Advisors, Llc | 0.01% | 28,193 | $2,695,544 | $2,672,696 | -$22,848 | -0.85% | |
| Rfg Advisory, Llc | 0.04% | 26,457 | $2,529,588 | $2,508,124 | -$21,464 | -0.85% | |
| Family Investment Center, Inc. | 0.40% | 25,917 | $2,439,138 | $2,456,932 | +$17,794 | +0.73% | |
| Captrust Financial Advisors | 0.00% | 22,798 | $2,179,679 | $2,161,250 | -$18,429 | -0.85% | |
| Cerity Partners Llc | 0.00% | 20,911 | $1,999,421 | $1,982,363 | -$17,058 | -0.85% | |
| Stifel Financial Corp | 0.00% | 20,694 | $1,978,590 | $1,961,791 | -$16,799 | -0.85% |
Frequently asked questions about LDUR
Who are the largest institutional holders of LDUR?
The largest institutional holders of LDUR reported in the latest SEC Form 13F filings include Fmr Llc, Advocacy Wealth Management, Llc, Cwm, Llc, Lpl Financial Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported LDUR position.
What is LDUR institutional ownership?
This page tracks LDUR positions reported by institutional investment managers through SEC Form 13F. PIMCO ENHANCED LOW DURATION (LDUR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own LDUR?
InsiderSet currently tracks 161 institutional managers reporting LDUR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of LDUR shareholders.
How much LDUR stock do institutions own?
Institutional investment managers disclosed approximately $1.09B in LDUR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was LDUR institutional ownership last updated?
The latest LDUR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional LDUR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its LDUR position after the reporting date.
Are institutions buying or selling LDUR?
Institutional buying and selling can be analyzed by comparing LDUR positions across consecutive 13F reporting periods. InsiderSet's LDUR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View LDUR ownership changes.
How has LDUR institutional ownership changed over time?
InsiderSet tracks LDUR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.