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Disclosery

MFDX PIMCO EQUITY SER

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RAFI DYN MULTI (fund)

57 managers (59 13F filers) reported a position in MFDX shares at 2026-06-30, 9,162,719 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
57
13F filers
59
New
4
Added
32
Reduced
12
Sold out
4
Shares held by filers
9,162,719

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Schiavi & Co LLC3,159,766$132M34.77%+59,48913F-HRTimeline
FINANCIAL CONSULATE, INC1,704,901$71M7.9%+18,51613F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,369,811$57M+21,106Timeline
Mariner, LLCin group Mariner, LLC868,899$36.2M0.04%-5,71713F-HRTimelineGroup
LPL Financial LLC329,022$13.7M<0.01%+9,95713F-HRTimeline
Austin Wealth Management, LLC211,092$8.68M1.83%+2,45313F-HRTimeline
IFC Advisors LLC164,779$6.86M0.87%-1,24913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN160,599$6.69M<0.01%+91,53713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…158,832$6.61M<0.01%+10,66113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO106,305$4.43M<0.01%+68,30513F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC104,286$4.34M0.27%013F-HRTimeline
Janney Montgomery Scott LLC77,401$3.22M0.01%+31913F-HRTimeline
Williams & Novak, LLC72,500$3.02M2.02%+4,61113F-HRTimeline
ENTREWEALTH, LLC70,741$2.99M1.11%+6,54713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC64,491$2.69M<0.01%+1,91013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…42,844$1.78M<0.01%-16,52313F-HRTimelineGroup
Walkner Condon Financial Advisors LLC36,725$1.53M0.18%+28513F-HRTimeline
McAdam, LLC36,650$1.53M0.06%-2,24713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,856$1.41M<0.01%+5,04913F-HRTimelineGroup
Operose Advisors LLC32,708$1.36M0.26%+25,49513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC32,135$1.34M<0.01%-43,85613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC31,504$1.31M<0.01%+15,58013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC25,981$1.08M<0.01%new13F-HRTimelineGroup
Private Advisor Group, LLC24,039$1M<0.01%+15,99613F-HRTimeline
MATHER GROUP, LLC.23,597$983K0.01%-1,11913F-HRTimeline
Merit Financial Group, LLC22,016$917K0.01%-29,69413F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC19,436$809K<0.01%+2,55613F-HRTimelineGroup
Caerus Investment Advisors, LLC18,974$790K0.27%+2,09413F-HRTimeline
Sovran Advisors, LLC18,831$771K0.06%-84013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.15,408$642K<0.01%+4,09013F-HRTimelineGroup
Riverbend Wealth Management, LLC14,471$603K0.31%+47913F-HRTimeline
Redwood Financial Network Corp13,625$567K0.31%-66113F-HRTimeline
L & S Advisors Inc9,615$400K0.04%013F-HRTimeline
EQ WEALTH ADVISORS, LLC9,447$393K0.22%+113F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC9,351$389K<0.01%-18,50513F-HRTimelineGroup
JT Stratford LLC8,994$375K0.04%+48513F-HRTimeline
Creative Planningin group Creative Planning7,868$328K<0.01%+1,64113F-HRTimelineGroup
Cetera Investment Advisers6,295$262K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,000$250K0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,882$245K0.01%+18913F-HRTimelineGroup
Foundations Investment Advisors, LLC5,466$228K<0.01%-16913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC5,320$222K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,898$204K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,280$178K<0.01%+13113F-HRTimelineGroup
Allworth Financial LP3,891$162K<0.01%+1,81313F-HRTimeline
Capital Advisors, Ltd. LLC3,627$151K0.02%+43213F-HRTimeline
FMR LLCin group FMR LLC1,664$69.3K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,598$66.5K<0.01%013F-HRTimelineGroup
GW&K Investment Management, LLC699$29K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY489$20.4K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC315$13.1K<0.01%+27713F-HRTimelineGroup
Mascoma Wealth Management LLC278$11.6K<0.01%+113F-HRTimeline
UBS Group AGin group UBS Group AG258$10.7K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC98$4.08K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.89$3.71K<0.01%-6913F-HRTimeline
Downshift Financial, LLC51$2.12K<0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC21$874<0.01%013F-HRTimelineGroup