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Get Institutions for : 
Pimco Low Duration Active Exchangetraded Fund (LDUR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 152    1
Total shares held : 
 7,313,345  
% of shares held : 
 10.6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -278,141  
% of shares held change : 
   -0.4%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 167,706
 2.29%
 
Increased Positions :
51
 730,338
 9.99%
 
Unchanged Positions :
27
 246,465
 3.37%
 
Decreased Positions :
65
-1,100,126
-15.04%
 
Closed Positions :
10
-76,059
-1.04%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   CWM LLC 41 - 2024-03-31 986,537 $93,583,000 -106,356
   BANK OF AMERICA CORP /DE/ 1305 - 2024-03-31 501,572 $47,579,000 -37,244
   MORGAN STANLEY 2220 - 2024-03-31 321,255 $30,474,000 -11,581
   LPL FINANCIAL CORP 939 - 2024-03-31 212,700 $20,177,000 -216,226
   Elwood & Goetz Wealth Advisory Group LLC 7 - 2024-03-31 208,885 $19,815,000 -255,016
   ROYAL BANK OF CANADA 1169 - 2024-03-31 195,155 $18,512,000 -9,128
   ACCESS FINANCIAL SERVICES INC. 4 - 2024-03-31 135,701 $12,873,000 -6,372
   HOWLAND CAPITAL MANAGEMENT INC 55 - 2024-03-31 93,953 $8,912,000 -11,002
   ANTONETTI CAPITAL MANAGEMENT LLC 2 - 2023-09-30 68,048 $6,379,000 -163
   Austin Private Wealth LLC 27 - 2024-03-31 65,335 $6,174,000 -7,355
   Advisor Group Holdings Inc. 948 - 2024-03-31 60,631 $5,756,000 -22,499
   HPM Partners LLC 654 - 2024-03-31 51,432 $4,879,000 -114,321
   Treasure Coast Financial Planning 12 - 2024-03-31 45,399 $4,307,000 -27,028
   We Are One Seven LLC 116 - 2024-03-31 44,464 $4,218,000 -2,930
   ENVESTNET ASSET MANAGEMENT INC 2096 - 2024-03-31 44,198 $4,193,000 -5,814
   CAPTRUST FINANCIAL ADVISORS 546 - 2024-03-31 42,804 $4,060,000 -15,690
   CarsonAllaria Wealth Management Ltd. 15 - 2024-03-31 38,290 $3,632,000 -4,933
   Procyon Private Wealth Partners LLC 92 - 2024-03-31 34,284 $3,252,000 -133,099
   GREATMARK INVESTMENT PARTNERS, INC. 45 - 2024-03-31 33,849 $3,211,000 -1,596
   STIFEL FINANCIAL CORP 1412 - 2024-03-31 33,241 $3,153,000 -8,036
   Clear Creek Financial Management LLC 56 - 2024-03-31 32,159 $3,051,000 -527
   COMMONWEALTH EQUITY SERVICES LLC. 1640 - 2024-03-31 25,341 $2,404,000 -3,362
   Planning Capital Management Corp 22 - 2024-03-31 23,405 $2,220,000 -1,536
   Family Investment Center Inc. 25 - 2024-03-31 18,956 $1,798,000 -7,393
   RFG Advisory Group LLC 267 - 2024-03-31 16,846 $1,598,000 -3,987
   Sequoia Financial Advisors LLC 405 - 2024-03-31 14,455 $1,371,000 -4,307
   Kestra Advisory Services LLC 1092 - 2024-03-31 13,388 $1,270,000 -43
   Compass Financial Group Inc. 30 - 2024-03-31 12,099 $1,148,000 -161
   ADVISORY SERVICES NETWORK, LLC 662 - 2024-03-31 11,120 $1,055,000 -1,485
   WAGNER CAPITAL MANAGEMENT CORP 149 - 2024-03-31 10,332 $980,000 -1,502
   PROSPERA FINANCIAL SERVICES 487 - 2023-12-31 9,838 $932,000 -67
   HALBERT, HARGROVE/RUSSELL LLC 46 - 2024-03-31 8,384 $795,000 -15,160
   CI Private Wealth LLC 1424 - 2024-03-31 7,968 $756,000 -906
   CGC Financial Services LLC 21 - 2024-03-31 7,027 $667,000 -5,992
   CALDWELL SUTTER CAPITAL INC. 86 - 2024-03-31 6,994 $663,000 -474
   Wealthcare Advisory Partners LLC 496 - 2024-03-31 6,319 $599,000 -519
   CITIGROUP INC 2653 - 2024-03-31 6,025 $572,000 -1,028
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 399 - 2024-03-31 5,626 $534,000 -2,377
   COMERICA BANK 1908 - 2024-03-31 4,866 $462,000 -233
   American Institute for Advanced Investment Managem 76 - 2024-03-31 4,808 $456,000 -360
   Capital Advisors Ltd. LLC 183 - 2024-03-31 4,054 $385,000 -1,033
   Kathmere Capital Management LLC 201 - 2024-03-31 3,860 $366,000 -2,275
   Geneos Wealth Management Inc. 577 - 2024-03-31 3,551 $337,000 -255
   HARBOUR INVESTMENTS INC. 681 - 2023-12-31 3,489 $331,000 -167
   Tobias Financial Advisors Inc. 77 - 2024-03-31 3,377 $320,000 -1,312
   Ameritas Advisory Services LLC 696 - 2024-03-31 3,306 $314,000 -35,707
   Cetera Investment Advisers 1448 - 2024-03-31 3,125 $296,000 -1,048
   FinTrust Capital Advisors LLC 229 - 2024-03-31 3,067 $291,000 -1,711
   AXXCESS WEALTH MANAGEMENT LLC 680 - 2024-03-31 3,001 $285,000 -4,791
   Capital Asset Advisory Services LLC 252 - 2024-03-31 2,981 $281,000 -4,811
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 907 - 2024-03-31 2,922 $277,000 -115
   AVIANCE CAPITAL PARTNERS, LLC 271 - 2024-03-31 2,823 $268,000 -191
   IHT Wealth Management LLC 841 - 2024-03-31 2,804 $266,000 -343
   Carr Financial Group Corp 162 - 2024-03-31 2,710 $257,000 -798
   Valley Financial Group Inc. 48 - 2024-03-31 2,596 $246,000 -68
   Hubbell Strickland Wealth Management LLC 67 - 2024-03-31 2,438 $231,000 -46
   Advisory Alpha LLC 365 - 2024-03-31 2,261 $215,000 -54
   Financial Gravity Wealth Inc. 201 - 2024-03-31 688 $65,000 -152,898
   PRINCIPAL SECURITIES INC. 1516 - 2024-03-31 579 $55,000 -210
   BANK OF MONTREAL /CAN/ 3007 - 2024-03-31 547 $52,000 -961
   Householder Group Estate & Retirement Specialist L 587 - 2024-03-31 300 $28,000 -42
   SIGNATUREFD, LLC 2294 - 2024-03-31 105 $10,000 -41
   Sargent Bickham Lagudis LLC 734 - 2022-12-31 100 $9,000 -519
   AdvisorNet Financial Inc 1362 - 2024-03-31 73 $7,000 -471
   Ritter Daniher Financial Advisory LLC / DE 240 - 2024-03-31 74 $7,000 -2,323
  65 Records found
  1    
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