Institutional Ownership Pimco Rafi Dynamic Multi Facto (MFDX)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFDX). We have compiled data on the 55 institutions that hold shares in the stock, with a total of 8.92 Million shares, which have been reported (via 13F filing form) to have a value of $335 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schiavi & CO LLC
Wilmington, DE |
Nov 03, 2025 Q3 2025 |
3,114,695
shares
|
$117 Million
44.14% of portfolio
|
Q3 2025
Reduced 3.09%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
1,625,269
shares
|
$61.1 Million
8.91% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
1,255,326
shares
|
$47.2 Million
2.12% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
900,456
shares
|
$33.9 Million
0.04% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
272,838
shares
|
$10.3 Million
1.58% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
246,995
shares
|
$9.29 Million
0.0% of portfolio
|
Q3 2025
Added 27.91%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Nov 03, 2025 Q3 2025 |
164,405
shares
|
$6.18 Million
1.12% of portfolio
|
Q3 2025
Reduced 5.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
152,046
shares
|
$5.72 Million
0.0% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
133,830
shares
|
$5.03 Million
0.03% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
130,490
shares
|
$4.91 Million
0.43% of portfolio
|
Q3 2025
Added 8.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
107,750
shares
|
$4.05 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.6%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
77,747
shares
|
$2.92 Million
0.01% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
64,072
shares
|
$2.41 Million
1.83% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
60,044
shares
|
$2.26 Million
1.15% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
58,582
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.5%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
52,190
shares
|
$1.96 Million
1.51% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
50,598
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Added 24.59%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
48,938
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2025
Added 13.14%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
44,233
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
35,679
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
32,819
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
30,395
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.45%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
29,210
shares
|
$1.1 Million
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2025 Q3 2025 |
25,315
shares
|
$952,097
0.35% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
22,632
shares
|
$851,189
0.39% of portfolio
|
Q3 2025
Reduced 1.14%
|
|