Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / RAFI DYN MULTI
-
Number of holders
-
47
-
Total 13F shares, excl. options
-
8,675,724
-
Shares change
-
+218,435
-
Total reported value, excl. options
-
$311,437,139
-
Value change
-
+$7,862,088
-
Number of buys
-
30
-
Number of sells
-
-14
-
Price
-
$35.94
Significant Holders of PIMCO EQUITY SER - RAFI DYN MULTI (MFDX) as of Q2 2025
50 filings reported holding MFDX - PIMCO EQUITY SER - RAFI DYN MULTI as of Q2 2025.
PIMCO EQUITY SER - RAFI DYN MULTI (MFDX) has 47 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,675,724 shares
.
Largest 10 shareholders include Schiavi & Co LLC (3,213,858 shares), FINANCIAL CONSULATE, INC (1,627,837 shares), Stratos Investment Management, LLC (1,230,100 shares), Mariner, LLC (877,059 shares), Austin Wealth Management, LLC (269,941 shares), LPL Financial LLC (193,103 shares), IFC Advisors LLC (173,641 shares), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (148,330 shares), JPMORGAN CHASE & CO (141,376 shares), and Sovran Advisors, LLC (120,355 shares).
This table shows the top 47 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.