Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

PIMCO ETF TR (LDUR)

155 + Investors. Track Smart Money conviction in LDUR. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — LDUR

Based on 155 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added LDUR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
155 hedge funds hold LDUR right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +6% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

83 buying73 selling
Last quarter: 83 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new LDUR position: 28 → 15 → 13 → 27. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

63% conviction (2yr+) 17% medium 21% new
97 out of 155 hedge funds have held LDUR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~27 new funds/quarter

20 → 28 → 15 → 13 → 27 new funds/Q
New funds entering each quarter: 28 → 15 → 13 → 27. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 65% of holders stayed 2+ years

65% veterans 6% 1-2yr 29% new
Of 155 current holders: 100 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
14 of 155 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in LDUR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: LDUR

How many hedge funds hold LDUR — quarterly history vs. share price
Quarterly hedge fund ownership of LDUR vs. share price

Market Analysis: LDUR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: LDUR

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 4 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: LDUR
2026 Q1 Stats Unlock in 22 days 155 + Investors

Track Smart Money conviction in LDUR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 155 144 7.64%
13F Shares 10M 8M 24.03%
Total Value $943M $762M 23.82%
New Positions 27 13 +14
Increased Positions 56 58 -2
Closed Positions 16 20 -4
Reduced Positions 57 57 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LDUR

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Institutional Holders (2026 Q1)

155 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in LDUR. Verified SEC 13F-HR filings.

Top 25 institutional holders of LDUR — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 O'Connor Financial Group LLC 9.07% 231,339 $22.2M
2 KELLY FINANCIAL GROUP LLC 6.81% 282,777 $27.1M
3 HERITAGE OAK WEALTH ADVISORS LLC 2.30% 75,552 $7.2M
4 Omnitrust Wealth Management, Inc 1.58% 12,770 $1.2M
5 BankPlus Wealth Management LLC 0.90% 18,130 $1.7M
6 VALLEY NATIONAL ADVISERS INC 0.78% 63,217 $6K
7 Fulcrum Equity Management 0.77% 8,362 $801K
8 Family Investment Center, Inc. 0.48% 25,814 $2.5M
9 Thayer Financial, L.L.C. 0.43% 4,358 $418K
10 Charter Capital Management, LLC\DE 0.37% 7,780 $745K
11 PAX Financial Group, LLC 0.33% 20,009 $1.9M
12 Hutchens & Kramer Investment Management Group, LLC 0.31% 10,291 $986K
13 Essex Financial Services, Inc. 0.29% 53,040 $5.1M
14 American Institute for Advanced Investment Management, LLP 0.28% 4,573 $438K
15 CoreCap Advisors, LLC 0.28% 85,941 $8.2M
16 SWMG, LLC 0.27% 9,769 $936K
17 HOWLAND CAPITAL MANAGEMENT LLC 0.27% 70,446 $6.8M
18 Legacy Wealth Partners, LLC 0.23% 9,505 $911K
19 Dynamic Advisor Solutions LLC 0.21% 70,161 $6.7M
20 United Advisor Group, LLC 0.20% 16,944 $1.6M
21 Mayfair Advisory Group, LLC 0.20% 5,884 $564K
22 CGC Financial Services, LLC 0.14% 4,995 $479K
23 United Community Bank 0.13% 3,992 $383K
24 Tribridge Partners Financial LLC 0.12% 3,027 $289K
25 HOWARD BAILEY SECURITIES, LLC 0.11% 2,760 $264K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — PIMCO ETF TR (LDUR)

What does the Smart Money Trend signal show for LDUR?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added LDUR than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for LDUR?

Slight buying edge — 53% buying: Last quarter: 83 funds bought or added vs 73 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for LDUR holders?

Elite ownership — 46% AUM from top-100 funds: 14 of 155 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in LDUR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held LDUR?

63% of holders stayed for 2+ years: 97 out of 155 hedge funds have held LDUR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.