Who Owns PIMCO ETF TR (LDUR)? -- Institutional Holders (2026-03-31)
205 institutions reported holding $1.17B of PIMCO ETF TR (LDUR) in SEC 13F filings for 2026-03-31. Largest institutional holders: FMR LLC ($184.5M), Advocacy Wealth Management, LLC ($103.6M), LPL Financial LLC ($97.2M), CWM, LLC ($85.4M), WELLS FARGO & COMPANY/MN ($49.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | FMR LLC | $184.5M | 1.9M | Added |
| 2 | Advocacy Wealth Management, LLC | $103.6M | 1.1M | Added |
| 3 | LPL Financial LLC | $97.2M | 1.0M | Added |
| 4 | CWM, LLC | $85.4M | 891,772 | Trimmed |
| 5 | WELLS FARGO & COMPANY/MN | $49.5M | 516,318 | Trimmed |
| 6 | TD Capital Management LLC | $41.8M | 436,032 | Added |
| 7 | BANK OF AMERICA CORP /DE/ | $40.6M | 423,799 | Added |
| 8 | ENVESTNET ASSET MANAGEMENT INC | $39.5M | 412,233 | Added |
| 9 | MORGAN STANLEY | $37.8M | 394,310 | Added |
| 10 | GREAT VALLEY ADVISOR GROUP, INC. | $32.9M | 343,728 | New |
| 11 | JPMORGAN CHASE & CO | $27.2M | 284,605 | Added |
| 12 | KELLY FINANCIAL GROUP LLC | $27.1M | 282,777 | Added |
| 13 | O'Connor Financial Group LLC | $22.2M | 231,339 | Trimmed |
| 14 | Beacon Capital Management, Inc. | $18.5M | 193,122 | Added |
| 15 | Gateway Wealth Partners, LLC | $16.9M | 176,020 | Added |
| 16 | BROWN ADVISORY INC | $15.9M | 166,274 | Added |
| 17 | Royal Bank of Canada | $15.6M | 163,216 | Added |
| 18 | Cetera Investment Advisers | $15.2M | 158,558 | Added |
| 19 | OneDigital Investment Advisors LLC | $13.6M | 142,202 | Added |
| 20 | HighTower Advisors, LLC | $13.1M | 136,275 | Trimmed |
| 21 | Atria Investments, Inc | $11.7M | 122,359 | Added |
| 22 | Mariner, LLC | $10.9M | 114,227 | Added |
| 23 | UBS Group AG | $10.5M | 109,158 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $10.1M | 105,698 | Trimmed |
| 25 | Visionary Wealth Advisors | $8.6M | 89,424 | Added |
Source: SEC Form 13F filings · as of 2026-03-31