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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ADVOCACY WEALTH MANAGEMENT SERVICES, LLC 13 - 2024-03-31 387,028 $36,713,000 31,169
   MORGAN STANLEY 2207 - 2023-12-31 332,836 $31,540,000 17,702
   HIGHTOWER ADVISORS, LLC 440 - 2024-03-31 233,407 $22,146,000 26,681
   ROYAL BANK OF CANADA 1131 - 2023-12-31 204,283 $19,357,000 35,574
   49 WEALTH MANAGEMENT LLC 12 - 2024-03-31 195,948 $18,489,000 24,403
   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
   Vickerman Investment Advisors Inc. 5 - 2024-03-31 141,916 $13,462,000 1,587
   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
   Resources Investment Advisors Inc. 121 - 2024-03-31 107,591 $10,206,000 9,917
   WELLS FARGO & CO/MN 1716 - 2024-03-31 80,151 $7,603,000 625
   VALLEY NATIONAL ADVISERS INC 24 - 2024-03-31 73,392 $6,960,000 4,095
   Aevitas Wealth Management Inc. 4 - 2022-12-31 66,835 $6,300,000 32,041
   ENVESTNET ASSET MANAGEMENT INC 1927 - 2023-12-31 50,012 $4,739,000 13,071
   RENAISSANCE TECHNOLOGIES LLC 1445 - 2023-12-31 45,600 $4,321,000 2,900
   SkyOak Wealt LLC 23 - 2024-03-31 45,441 $4,311,000 598
   J P MORGAN CHASE & CO 2613 - 2024-03-31 39,994 $3,794,000 3,107
   Krasney Financial LLC 66 - 2024-03-31 36,584 $3,470,000 5,667
   Syverson Strege & Co 10 - 2024-03-31 36,056 $3,420,000 365
   PAX Financial Group LLC 42 - 2023-12-31 29,778 $2,823,000 2,584
   SAGE RHINO CAPITAL LLC 42 - 2024-03-31 28,569 $2,710,000 1,258
   IFP Advisors Inc 185 - 2023-12-31 27,022 $2,561,000 934
   SMART PORTFOLIOS, LLC 7 - 2024-03-31 23,846 $2,262,000 50
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1626 - 2024-03-31 23,403 $2,220,000 18,834
   Avestar Capital LLC 75 - 2024-03-31 21,914 $2,079,000 11,784
   BROWN ADVISORY HOLDINGS INC 632 - 2024-03-31 21,760 $2,064,000 7,789
   Change Path LLC 165 - 2023-12-31 19,993 $1,895,000 5,220
   ESSEX FINANCIAL SERVICES INC 124 - 2024-03-31 19,075 $1,809,000 3,509
   H D Vest Advisory Services 575 - 2024-03-31 18,167 $1,723,000 1,236
   PFG Advisors 210 - 2024-03-31 16,596 $1,574,000 1,744
   Proficio Capital Partners LLC 85 - 2024-03-31 15,841 $1,503,000 9,339
   DAVENPORT & CO LLC 533 - 2024-03-31 14,263 $1,353,000 1,453
   GeoWealth Management LLC 195 - 2023-12-31 12,095 $1,147,000 714
   Mayfair Advisory Group LLC 35 - 2024-03-31 8,181 $776,000 1,945
   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
   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
   Andesa Financial Management Inc. 78 - 2022-12-31 6,148 $580,000 2,256
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2197 - 2024-03-31 5,758 $546,000 1,205
   MML INVESTORS SERVICES LLC 1727 - 2023-12-31 5,419 $514,000 1,963
   Mayflower Financial Advisors LLC 211 - 2024-03-31 5,342 $507,000 11
   COMERICA BANK 1868 - 2023-12-31 5,099 $483,000 52
   Cedar Brook Financial Partners LLC 222 - 2024-03-31 4,750 $451,000 6
   MEANS INVESTMENT CO. INC. 147 - 2024-03-31 3,822 $363,000 35
   Skyline Advisors Inc. 60 - 2024-03-31 3,718 $353,000 21
   DIVERSIFIED TRUST CO 654 - 2024-03-31 2,998 $284,000 34
   Cedar Wealth Management LLC 87 - 2023-12-31 2,997 $284,000 34
   Atria Wealth Solutions Inc. 1573 - 2023-12-31 2,778 $263,000 2,778
   Schechter Investment Advisors LLC 537 - 2024-03-31 2,527 $240,000 108
   Asset Allocation Strategies LLC 72 - 2024-03-31 2,462 $234,000 118
   CLEAR INVESTMENT RESEARCH LLC 47 - 2024-03-31 2,359 $224,000 3
   BANK OF MONTREAL /CAN/ 2742 - 2023-12-31 1,508 $143,000 412
   Nelson Van Denburg & Campbell Wealth Management Gr 908 - 2024-03-31 1,206 $114,000 510
   PRIVATE TRUST CO NA 839 - 2024-03-31 1,126 $107,000 424
   Steward Partners Investment Advisory LLC 1823 - 2023-12-31 750 $71,000 500
   BENJAMIN F. EDWARDS & COMPANY INC. 1455 - 2024-03-31 274 $26,000 21
   ALLIANZ ASSET MANAGEMENT AG 1589 - 2023-12-31 67 $6,000 2
  59 Records found
  1    
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