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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/ 1149 - 2023-12-31 538,816 $51,058,000 -50,245
   Elwood & Goetz Wealth Advisory Group LLC 3 - 2023-12-31 463,901 $43,959,000 -5,835
   LPL FINANCIAL CORP 567 - 2023-12-31 428,926 $40,645,000 265,020
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 13 - 2024-03-31 387,028 $36,713,000 31,169
   TD CAPITAL MANAGEMENT LLC 8 - 2023-12-31 363,753 $34,469,000 37,099
   MORGAN STANLEY 2207 - 2023-12-31 332,836 $31,540,000 17,702
   HIGHTOWER ADVISORS, LLC 472 - 2023-12-31 206,726 $19,583,000 -58,786
   ROYAL BANK OF CANADA 1131 - 2023-12-31 204,283 $19,357,000 35,574
   UBS Group AG 1156 - 2023-12-31 182,149 $17,260,000 -27,681
   OConnor Financial Group LLC 1 - 2024-03-31 181,920 $17,257,000 9,400
   HPM Partners LLC - 2023-12-31 165,753 $15,768,000 5,621
   ACCESS FINANCIAL SERVICES INC. 3 - 2023-12-31 142,073 $13,463,000 -14,664
   Vickerman Investment Advisors Inc. 5 *New 2023-12-31 140,329 $13,298,000 140,329
   Dynamic Advisors Solutions LLC 54 - 2024-03-31 130,343 $12,364,000 8,789
   Integrated Wealth Concepts LLC 127 - 2023-12-31 120,401 $11,409,000 53,122
   HOWLAND CAPITAL MANAGEMENT INC - 2023-12-31 104,955 $9,979,000 -8,020
   Boulder Wealth Advisors LLC 6 - 2022-12-31 105,574 $9,951,000 0
   Resources Investment Advisors Inc. 127 - 2023-12-31 97,674 $9,256,000 -10,320
   Advisor Group Holdings Inc. 926 - 2023-12-31 83,130 $7,883,000 -22,248
   WELLS FARGO & CO/MN 1671 - 2023-12-31 79,526 $7,536,000 -6,129
   VALLEY NATIONAL ADVISERS INC 24 - 2024-03-31 73,392 $6,960,000 4,095
   Treasure Coast Financial Planning 6 - 2023-12-31 72,427 $6,863,000 -19,728
   ANTONETTI CAPITAL MANAGEMENT LLC 2 - 2023-09-30 68,048 $6,379,000 -163
   Aevitas Wealth Management Inc. 4 - 2022-12-31 66,835 $6,300,000 32,041
   Austin Private Wealth LLC 27 - 2024-03-31 65,335 $6,174,000 -7,355
   CAPTRUST FINANCIAL ADVISORS 525 - 2023-12-31 58,494 $5,543,000 -5,886
   ENVESTNET ASSET MANAGEMENT INC 1927 - 2023-12-31 50,012 $4,739,000 13,071
   We Are One Seven LLC 92 - 2023-12-31 47,394 $4,491,000 -19,187
   FIRST NATIONAL CORP /MA/ /ADV 26 - 2024-03-31 46,156 $4,374,000 0
   RENAISSANCE TECHNOLOGIES LLC 1445 - 2023-12-31 45,600 $4,321,000 2,900
   SkyOak Wealt LLC 22 - 2023-12-31 44,843 $4,249,000 -135
   CarsonAllaria Wealth Management Ltd. 12 - 2023-12-31 43,223 $4,096,000 2,668
   STIFEL FINANCIAL CORP 1241 - 2023-12-31 41,277 $3,911,000 -4,173
   Ameritas Advisory Services LLC 104 - 2023-12-31 39,013 $3,697,000 -16,903
   J P MORGAN CHASE & CO 2651 - 2023-12-31 36,887 $3,495,000 -409
   Krasney Financial LLC 66 - 2024-03-31 36,584 $3,470,000 5,667
   Syverson Strege & Co 9 - 2023-12-31 35,691 $3,382,000 299
   GREATMARK INVESTMENT PARTNERS, INC. 43 - 2023-12-31 35,445 $3,359,000 -5,163
   Procyon Private Wealth Partners LLC 92 - 2024-03-31 34,284 $3,252,000 -133,099
   Clear Creek Financial Management LLC - 2023-12-31 32,686 $3,097,000 -667
   PAX Financial Group LLC 42 - 2023-12-31 29,778 $2,823,000 2,584
   COMMONWEALTH EQUITY SERVICES LLC. 1462 - 2023-12-31 28,703 $2,720,000 -6,000
   SAGE RHINO CAPITAL LLC 39 - 2023-12-31 27,311 $2,588,000 62
   IFP Advisors Inc 185 - 2023-12-31 27,022 $2,561,000 934
   Family Investment Center Inc. 15 - 2023-12-31 26,349 $2,497,000 -3,093
   Precision Wealth Strategies LLC 7 - 2023-12-31 25,914 $2,456,000 -9,948
   Planning Capital Management Corp 22 - 2023-12-31 24,941 $2,363,000 0
   SMART PORTFOLIOS, LLC 7 - 2023-12-31 23,796 $2,258,000 -122
   Change Path LLC 165 - 2023-12-31 19,993 $1,895,000 5,220
   Sequoia Financial Advisors LLC - 2023-12-31 18,762 $1,778,000 -34,938
   H D Vest Advisory Services 572 - 2023-12-31 16,931 $1,604,000 9,469
   RFG Advisory Group LLC 267 - 2024-03-31 16,846 $1,598,000 -3,987
   Williams & Novak LLC 18 - 2024-03-31 16,342 $1,549,000 0
   ESSEX FINANCIAL SERVICES INC 135 - 2023-12-31 15,566 $1,475,000 -2,766
   PFG Advisors 214 - 2023-12-31 14,852 $1,407,000 424
   WIN ADVISORS INC 34 *New 2023-12-31 14,630 $1,386,000 14,630
   BROWN ADVISORY HOLDINGS INC 707 - 2023-12-31 13,971 $1,324,000 1,836
   Kestra Advisory Services LLC 994 - 2023-12-31 13,431 $1,273,000 -856
   CGC Financial Services LLC 16 - 2023-12-31 13,019 $1,234,000 2,888
   DAVENPORT & CO LLC - 2023-12-31 12,810 $1,214,000 3,460
   ADVISORY SERVICES NETWORK, LLC 570 - 2023-12-31 12,605 $1,194,000 -15
   Compass Financial Group Inc. 29 - 2023-12-31 12,260 $1,162,000 -5,174
   GeoWealth Management LLC 195 - 2023-12-31 12,095 $1,147,000 714
   Delta Financial Group Inc. 53 - 2023-12-31 11,900 $1,128,000 0
   Financial Gravity Wealth Inc. 221 - 2023-12-31 153,586 $1,015,000 0
   WAGNER CAPITAL MANAGEMENT CORP 149 - 2024-03-31 10,332 $980,000 -1,502
   Avestar Capital LLC 104 - 2023-12-31 10,130 $964,000 1,529
   JANE STREET GROUP LLC 3268 - 2023-12-31 9,835 $932,000 -335,149
   PROSPERA FINANCIAL SERVICES 487 - 2023-12-31 9,838 $932,000 -67
   Legacy Capital Wealth Partners LLC 89 - 2023-12-31 9,491 $899,000 11
   AJ WEALTH STRATEGIES LLC 139 - 2023-06-30 9,460 $887,000 0
   CI Private Wealth LLC 1344 - 2023-12-31 8,874 $841,000 1,675
   HALBERT, HARGROVE/RUSSELL LLC 46 - 2024-03-31 8,384 $795,000 -15,160
   Mayfair Advisory Group LLC 35 - 2024-03-31 8,181 $776,000 1,945
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 288 - 2023-12-31 8,003 $758,000 -1,565
   AXXCESS WEALTH MANAGEMENT LLC 415 - 2023-12-31 7,792 $738,000 681
   MERCER GLOBAL ADVISORS INC /ADV 1139 - 2023-12-31 7,351 $697,000 48
   CITIGROUP INC 2381 - 2023-12-31 7,053 $668,000 -1,165
   CALDWELL SUTTER CAPITAL INC. 86 - 2024-03-31 6,994 $663,000 -474
   Fernwood Investment Management LLC 99 - 2023-12-31 7,000 $663,000 -3,000
   MULTIFINANCIAL SECURITIES CORP 986 - 2023-12-31 6,739 $639,000 249
   GELLER FAMILY OFFICE SERVICES LLC 99 - 2023-12-31 6,688 $636,000 102
   Proficio Capital Partners LLC 131 *New 2023-12-31 6,502 $616,000 6,502
   Wealthcare Advisory Partners LLC 496 - 2024-03-31 6,319 $599,000 -519
   STEPHENS INC /AR/ 692 - 2023-12-31 6,125 $580,000 0
   Andesa Financial Management Inc. 78 - 2022-12-31 6,148 $580,000 2,256
   NATIONAL BANK OF CANADA /FI/ 1115 - 2023-12-31 5,694 $534,000 0
   MML INVESTORS SERVICES LLC 1727 - 2023-12-31 5,419 $514,000 1,963
   Mayflower Financial Advisors LLC - 2023-12-31 5,331 $505,000 7
   American Institute for Advanced Investment Managem - 2023-12-31 5,168 $490,000 -1,692
   COMERICA BANK 1868 - 2023-12-31 5,099 $483,000 52
   Capstone Triton Financial Group LLC 74 - 2024-03-31 4,938 $468,000 0
   FinTrust Capital Advisors LLC 173 - 2023-12-31 4,778 $453,000 0
   Cedar Brook Financial Partners LLC 222 - 2024-03-31 4,750 $451,000 6
   Tobias Financial Advisors Inc. 63 - 2023-12-31 4,689 $444,000 -250,633
   CITADEL ADVISORS LLC 3724 - 2023-12-31 4,676 $443,000 -9,153
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3960 - 2023-12-31 4,569 $433,000 -27,042
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2279 - 2023-12-31 4,553 $431,000 -953
   Cetera Investment Advisers 1618 - 2023-12-31 4,173 $395,000 -448
  100 Records found
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