Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pimco ETF Tr (LDUR)

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

Fetching live quote...
Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -15
Streak
1Q ▼
Buyers last Q
47%

Smart Money Signals — LDUR

Based on 177 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their LDUR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 92% of 3.0Y peak

92% of all-time peak
177 funds currently hold this stock — 92% of the 3.0-year high of 192 funds (reached 2026 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 47% buying

90 buying100 selling
Last quarter: 100 funds reduced or exited vs 90 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-28 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 14 → 29 → 49 → 21. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

55% conviction (2yr+) 21% medium 24% new
97 out of 177 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.
🚀

Acceleration phase — new buyers rushing in

19 → 14 → 29 → 49 → 21 new funds/Q
New funds entering each quarter: 14 → 29 → 49 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 60% veterans vs 29% newcomers

60% veterans 11% 1-2yr 29% new
Entry-cohort mix of 177 holders: 106 (60%) are 2+ year veterans, 19 entered 1–2 years ago, and 52 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
17 of 177 holders are among the 100 largest funds by AUM, controlling 51% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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.

Institutional Sentiment Summary — LDUR

In 2026 Q2, 90 hedge funds were net buyers of LDUR (21 opened a new position, 69 added to an existing one), while 100 reduced or exited (64 trimmed, 36 sold completely) — a 47% buyer ratio, indicating roughly balanced activity. 51% of total institutional value in LDUR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -15 funds (more exits than new entries). Total institutional holders: 177.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 4 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: LDUR
176 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 176 192 -8.33%
13F Shares 11M 12M -7.09%
Total Value $1.06B $1.13B -6.72%
New Positions 20 49 -29
Increased Positions 69 84 -15
Closed Positions 36 17 +19
Reduced Positions 64 42 +22
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: LDUR

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

176 + investors

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

QUARTER:
Top 25 LDUR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 O'Connor Financial Group LLC 6.86% 202,851 $19.4M
2 Kelly Financial Group LLC 6.36% 299,442 $28.6M
3 Treasure Coast Financial Planning 4.01% 85,945 $8.2M
4 Maimon Wealth Management LTD. 3.94% 53,530 $5.1M
5 Advocacy Wealth Management, LLC 3.87% 1,115,335 $106.6M
6 TD Capital Management LLC 3.44% 440,019 $42.1M
7 CarsonAllaria Wealth Management, Ltd. 3.08% 74,416 $7.1M
8 Beckerman Institutional, LLC 2.43% 53,496 $5.1M
9 Omnitrust Wealth Management, Inc 1.60% 14,193 $1.4M
10 Legacy Capital Group California, Inc. 1.35% 46,974 $4.5M
11 Wealth Advisors of Iowa, LLC 1.30% 50,339 $4.8M
12 Barnes Wealth Management Group, Inc 1.28% 28,953 $2.8M
13 Beacon Capital Management, Inc. 1.13% 194,710 $18.6M
14 Valley National Advisers Inc 0.85% 80,061 $7.7M
15 SkyOak Wealth, LLC 0.76% 48,707 $4.7M
16 Midwest Financial Network, LLC 0.73% 11,231 $1.1M
17 BankPlus Wealth Management LLC 0.72% 16,667 $1.6M
18 Great Valley Advisor Group, INC. 0.56% 370,534 $35.4M
19 Sage Rhino Capital LLC 0.54% 34,947 $3.3M
20 Compass Financial Group, Inc. 0.53% 13,104 $1.3M
21 Gateway Wealth Partners, LLC 0.52% 90,411 $8.6M
22 Family Investment Center, Inc. 0.41% 25,588 $2.4M
23 Thayer Financial, L.L.C. 0.39% 4,470 $427K
24 New Wave Wealth Advisors LLC 0.35% 13,611 $1.3M
25 Visionary Wealth Advisors 0.35% 92,607 $8.9M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their LDUR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for LDUR?

More sellers than buyers — 47% buying: Last quarter: 100 funds reduced or exited vs 90 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for LDUR holders?

Elite ownership — 51% AUM from top-100 funds: 17 of 177 holders are among the 100 largest funds by AUM, controlling 51% 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?

55% of holders stayed for 2+ years: 97 out of 177 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.

Full history →