PIMCO ENHANCED LOW DURATION (LDUR) Institutional Ownership Changes & 13F Activity
PIMCO ENHANCED LOW DURATION (LDUR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Brown Advisory Inc, Fmr Llc, Gateway Wealth Partners, Llc, Morgan Stanley, and Wells Fargo & Company/Mn.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -27,484 | -5.1% | 516,318 | $49.47M | Q1 2026 | Jul 08, 2026 |
| Financial Insights, Inc. | Buy | +1,209 | +53.3% | 3,478 | $333.24K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +15,465 | +3.8% | 423,799 | $40.61M | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | Buy | +4,413 | — | 4,413 | $422.87K | Q1 2026 | May 18, 2026 |
| Barnes Wealth Management Group, Inc | Buy | +458 | +1.6% | 29,017 | $2.78M | Q1 2026 | May 18, 2026 |
| Brown Advisory Inc | Buy | +130,095 | +359.6% | 166,274 | $15.93M | Q1 2026 | May 15, 2026 |
| Fmr Llc | Buy | +104,036 | +5.7% | 1,925,489 | $184.50M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +96,291 | +120.8% | 176,020 | $16.87M | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +56,875 | +16.9% | 394,310 | $37.78M | Q1 2026 | May 15, 2026 |
| Cerity Partners Llc | Buy | +20,097 | — | 20,097 | $1.93M | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management Llc | Buy | +13,800 | — | 13,800 | $1.32M | Q1 2026 | May 15, 2026 |
| Flow Traders U.S. Llc | Sell | -12,588 | -57.1% | 9,475 | $908.00K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +6,714 | +4.3% | 163,216 | $15.64M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +6,661 | +90.3% | 14,040 | $1.35M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +6,367 | +13.4% | 54,012 | $5.18M | Q1 2026 | May 15, 2026 |
| United Capital Financial Advisors, Llc | Buy | +5,763 | — | 5,763 | $551.94K | Q1 2026 | May 15, 2026 |
| Bison Wealth, Llc | Buy | +4,851 | — | 4,851 | $463.08K | Q1 2026 | May 15, 2026 |
| Huntington National Bank | Buy | +4,174 | +102.5% | 8,248 | $790.32K | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +3,661 | +11.6% | 35,292 | $3.38M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +3,451 | +16.5% | 24,383 | $2.33M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +2,196 | — | 2,196 | $210.37K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +1,699 | +261.0% | 2,350 | $225.22K | Q1 2026 | May 15, 2026 |
| Mercer Global Advisors Inc | Buy | +1,406 | +14.8% | 10,886 | $1.04M | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | Sell | -1,287 | -9.0% | 12,936 | $1.24M | Q1 2026 | May 15, 2026 |
| Curi Capital, Llc | Buy | +1,223 | +9.6% | 14,028 | $1.34M | Q1 2026 | May 15, 2026 |
| Legacy Capital Wealth Partners, Llc | Sell | -904 | -5.1% | 16,734 | $1.60M | Q1 2026 | May 15, 2026 |
| Captrust Financial Advisors | Sell | -895 | -3.3% | 26,303 | $2.52M | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts Llc | Buy | +825 | +5.2% | 16,746 | $1.60M | Q1 2026 | May 15, 2026 |
| Waverly Advisors, Llc | Sell | -539 | -5.7% | 8,989 | $861.33K | Q1 2026 | May 15, 2026 |
| &Partners | Buy | +283 | +2.5% | 11,391 | $1.09M | Q1 2026 | May 15, 2026 |
Frequently asked questions about LDUR activity
Which institutional owners are buying LDUR?
Institutional owners buying LDUR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in LDUR activity?
"Buy" means an investor increased their reported position in LDUR compared to the prior reporting period. This reflects growing exposure to PIMCO ENHANCED LOW DURATION (LDUR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in LDUR increasing?
Institutional interest in LDUR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.