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 37 institutions that hold shares in the stock, with a total of 8.59 Million shares, which have been reported (via 13F filing form) to have a value of $280 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
6,000
shares
|
$198,060
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
5,317
shares
|
$175,514
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,406
shares
|
$112,432
0.02% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,250
shares
|
$74,272
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
936
shares
|
$30,897
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
570
shares
|
$18,815
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
539
shares
|
$17,792
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
463
shares
|
$15,283
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
268
shares
|
$8,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$33
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|