DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
LDUR

PIMCO ENHANCED LOW DURATION AC

208 institutions still hold PIMCO ENHANCED LOW DURATION AC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201r718·208 13F holders·last filed Mar 31, 2026
Market cap
6.8%
vs prior quarter
13F value held
$900M
57.0% inst. owned
of float
Holders
208
+8 QoQ
filers reporting
Activity
+21 / −59
+964 added · −892 reduced
this quarter
Concentration
20.50%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

208 institutions reported LDUR in Q1 2026. FMR LLC leads at 20.5% of the visible book. +8 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$185M1.9M0.01%Q1 2026
02
Advocacy Wealth Management, LLC
CIK 0001569452
$104M1.1M4.58%Q1 2026
03
LPL Financial LLC
CIK 0001403438
$97M1.0M0.03%Q1 2026
04
CWM, LLC
CIK 0001535847
$85M892K0.22%Q1 2026
05
WELLS FARGO & COMPANY/MN
CIK 0000072971
$49M516K0.01%Q1 2026
06
TD Capital Management LLC
CIK 0001483824
$42M436K3.76%Q1 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M424K0.00%Q1 2026
08
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M412K0.01%Q1 2026
09
MORGAN STANLEY
CIK 0000895421
$38M394K0.00%Q1 2026
10
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$33M344K0.60%Q1 2026
11
JPMORGAN CHASE & CO
CIK 0000019617
$27M285K0.00%Q1 2026
12
KELLY FINANCIAL GROUP LLC
CIK 0001128066
$27M283K6.81%Q1 2026
13
O'Connor Financial Group LLC
CIK 0001973783
$22M231K9.07%Q1 2026
14
Beacon Capital Management, Inc.
CIK 0001575301
$19M193K1.04%Q1 2026
15
Astor Investment Management LLC
CIK 0001598416
$18M185K9.59%Q2 2025
16
Gateway Wealth Partners, LLC
CIK 0001966037
$17M176K0.66%Q1 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$16M163K0.00%Q1 2026
18
Cetera Investment Advisers
CIK 0001666741
$15M159K0.02%Q1 2026
19
OneDigital Investment Advisors LLC
CIK 0001690370
$14M142K0.13%Q1 2026
20
HighTower Advisors, LLC
CIK 0001462245
$13M136K0.01%Q1 2026
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