Skip to content
Disclosery

MFDX PIMCO EQUITY SER

Follow

RAFI DYN MULTI (fund)

38 managers (38 13F filers) reported a position in MFDX shares at 2025-03-31, 8,457,289 shares in all. 7 filers opened a position and 2 filers sold out during the quarter.

Managers
38
13F filers
38
New
7
Added
14
Reduced
10
Sold out
2
Shares held by filers
8,457,289

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC3,230,694$103M37.89%-44,32413F-HRTimeline
FINANCIAL CONSULATE, INC1,851,765$59.2M14.94%+654,97513F-HRTimeline
Stratos Investment Management, LLCin group Stratos Wealth Partners, LTD.1,221,889$39.1M2.08%-60,20913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC839,425$26.8M0.04%+23,60313F-HRTimelineGroup
Austin Wealth Management, LLC258,338$8.52M1.71%+6,89213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC200,278$6.4M0.01%+87313F-HR/ATimelineGroup
IFC Advisors LLC180,798$5.78M1.21%+3,00613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…135,834$4.34M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO119,192$3.81M<0.01%+94,38513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN54,437$1.74M<0.01%-4,36113F-HRTimelineGroup
ENTREWEALTH, LLC49,813$1.59M1.22%+2,77813F-HRTimeline
Williams & Novak Wealth Management, LLC46,072$1.46M1.43%+5,81013F-HRTimeline
McAdam, LLC44,259$1.41M0.09%-1,07313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC36,536$1.17M<0.01%+1,20313F-HRTimelineGroup
Private Advisor Group, LLC35,336$1.13M0.01%+4,20913F-HRTimeline
BKM Wealth Management, LLC26,275$840K0.35%+2,71913F-HRTimeline
LPL Financial LLC18,507$592K<0.01%-57,14613F-HRTimeline
Moloney Securities Asset Management, LLC14,884$476K0.06%-28813F-HRTimeline
FLOW TRADERS U.S. LLC14,727$471K0.02%-32,99213F-HRTimeline
Redwood Financial Network Corp13,582$434K0.33%-63613F-HRTimeline
JT Stratford LLC11,039$353K0.06%-6,81113F-HRTimeline
L & S Advisors Inc9,615$307K0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC6,771$216K<0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,700$214K0.01%new13F-HR/ATimelineGroup
Riverbend Wealth Management, LLC6,449$206K0.18%-1,18313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,348$203K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,000$192K0.01%013F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC5,317$170K0.14%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,250$72K<0.01%013F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC941$30K<0.01%+513F-HRTimelineGroup
Allworth Financial LP666$22K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC671$21.4K<0.01%+3213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.610$19.5K<0.01%+4013F-HRTimelineGroup
Sunbelt Securities, Inc.539$17.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC463$14.8K<0.01%013F-HR/ATimeline
Mascoma Wealth Management LLC268$8.57K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$35<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.