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Disclosery

MFDX PIMCO EQUITY SER

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RAFI DYN MULTI (fund)

47 managers (48 13F filers) reported a position in MFDX shares at 2025-06-30, 8,675,724 shares in all. 12 filers opened a position and 3 filers sold out during the quarter.

Managers
47
13F filers
48
New
12
Added
17
Reduced
11
Sold out
3
Shares held by filers
8,675,724

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC3,213,858$115M39.18%-16,83613F-HRTimeline
FINANCIAL CONSULATE, INC1,627,837$58.5M11.55%-223,92813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,263,130$45.4M+41,241Timeline
Mariner, LLCin group Mariner, LLC877,059$31.5M0.05%+37,63413F-HRTimelineGroup
Austin Wealth Management, LLC269,941$9.44M1.68%+11,60313F-HRTimeline
LPL Financial LLC193,103$6.94M<0.01%+174,59613F-HRTimeline
IFC Advisors LLC173,641$6.24M1.17%-7,15713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…148,330$5.33M<0.01%+12,49613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO141,376$5.08M<0.01%+22,18413F-HRTimelineGroup
Sovran Advisors, LLC120,355$4.26M0.45%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC67,289$2.42M<0.01%-132,98913F-HRTimelineGroup
Janney Montgomery Scott LLC66,741$2.4M0.01%new13F-HRTimeline
Williams & Novak Wealth Management, LLC60,761$2.18M1.86%+14,68913F-HRTimeline
Merit Financial Group, LLC59,474$2.14M0.02%new13F-HRTimeline
ENTREWEALTH, LLC53,030$1.91M1.32%+3,21713F-HRTimeline
McAdam, LLC44,768$1.61M0.09%+50913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC43,256$1.55M<0.01%+6,72013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN40,612$1.46M<0.01%-13,82513F-HRTimelineGroup
Private Advisor Group, LLC35,951$1.29M0.01%+61513F-HRTimeline
Integrated Wealth Concepts LLC27,375$984K0.01%new13F-HRTimeline
BKM Wealth Management, LLC25,423$914K0.36%-85213F-HRTimeline
NAPA WEALTH MANAGEMENT22,893$823K0.39%new13F-HRTimeline
Moloney Securities Asset Management, LLC15,569$559K0.07%+68513F-HRTimeline
Redwood Financial Network Corp13,299$478K0.32%-28313F-HRTimeline
JT Stratford LLC10,632$382K0.06%-40713F-HRTimeline
L & S Advisors Inc9,615$346K0.03%013F-HRTimeline
Riverbend Wealth Management, LLC8,600$309K0.23%+2,15113F-HRTimeline
MML INVESTORS SERVICES, LLC6,810$245K<0.01%+3913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,395$230K0.01%-30513F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,000$216K0.01%013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,901$212K<0.01%new13F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC5,552$200K0.14%+23513F-HRTimeline
COMERICA BANK3,099$111K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,250$81K<0.01%013F-HR/ATimelineGroup
PRIVATE TRUST CO NA860$30.9K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.764$27.4K<0.01%+15413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC733$26K<0.01%-20813F-HRTimelineGroup
GW&K Investment Management, LLC699$25K<0.01%new13F-HRTimeline
Allworth Financial LP666$23.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC460$16.5K<0.01%-21113F-HRTimelineGroup
Sunbelt Securities, Inc.539$15.9K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP409$14.6K<0.01%new13F-HRTimelineGroup
GPS Wealth Strategies Group, LLC300$10.8K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC270$9.7K<0.01%+213F-HRTimeline
Global Retirement Partners, LLC98$3.52K<0.01%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$49<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.