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Disclosery

MFDX PIMCO EQUITY SER

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RAFI DYN MULTI (fund)

50 managers (51 13F filers) reported a position in MFDX shares at 2025-09-30, 8,694,336 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
50
13F filers
51
New
8
Added
22
Reduced
15
Sold out
4
Shares held by filers
8,694,336

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC3,114,695$116M38.15%-99,16313F-HRTimeline
FINANCIAL CONSULATE, INC1,625,269$60.4M8.53%-2,56813F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,288,145$47.9M+25,015Timeline
Mariner, LLCin group Mariner, LLC900,456$33.5M0.04%+23,39713F-HRTimelineGroup
Austin Wealth Management, LLC272,838$10.1M1.58%+2,89713F-HRTimeline
LPL Financial LLC246,995$9.18M<0.01%+53,89213F-HRTimeline
IFC Advisors LLC164,405$6.11M1.12%-9,23613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…152,046$5.65M<0.01%+3,71613F-HRTimelineGroup
Sovran Advisors, LLC130,490$4.85M0.43%+10,13513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO107,750$4.01M<0.01%-33,62613F-HR/ATimelineGroup
Janney Montgomery Scott LLC77,747$2.89M0.01%+11,00613F-HRTimeline
Williams & Novak Wealth Management, LLC64,072$2.38M1.83%+3,31113F-HRTimeline
ENTREWEALTH, LLC60,044$2.23M1.15%+7,01413F-HRTimeline
Merit Financial Group, LLC58,582$2.18M0.02%-89213F-HR/ATimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN50,598$1.88M<0.01%+9,98613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC48,938$1.82M<0.01%+5,68213F-HRTimelineGroup
McAdam, LLC44,233$1.64M0.08%-53513F-HRTimeline
Private Advisor Group, LLC30,395$1.13M0.01%-5,55613F-HRTimeline
Walkner Condon Financial Advisors LLC29,210$1.09M0.17%new13F-HRTimeline
BKM Wealth Management, LLC25,315$941K0.35%-10813F-HRTimeline
NAPA WEALTH MANAGEMENT22,632$841K0.39%-26113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,741$734K<0.01%-47,54813F-HRTimelineGroup
Caerus Investment Advisors, LLC16,880$627K0.26%new13F-HRTimeline
Moloney Securities Asset Management, LLC15,610$580K0.07%+4113F-HRTimeline
MML INVESTORS SERVICES, LLC15,567$579K<0.01%+8,75713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,724$547K<0.01%+8,82313F-HRTimelineGroup
Redwood Financial Network Corp14,631$544K0.34%+1,33213F-HRTimeline
L & S Advisors Inc9,615$357K0.03%013F-HRTimeline
Riverbend Wealth Management, LLC9,516$354K0.25%+91613F-HRTimeline
JT Stratford LLC8,637$321K0.04%-1,99513F-HRTimeline
Operose Advisors LLC7,213$268K0.07%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,470$240K0.01%+7513F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,000$223K0.01%013F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC5,553$206K0.14%+113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,567$204K<0.01%+4,80313F-HRTimelineGroup
Foundations Investment Advisors, LLC5,464$203K<0.01%new13F-HRTimeline
Advisory Services Network, LLC4,374$163K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,924$146K<0.01%+1,67413F-HRTimelineGroup
COMERICA BANK3,099$115K<0.01%013F-HRTimeline
Allworth Financial LP2,078$77.2K<0.01%+1,41213F-HRTimeline
Parkside Financial Bank & Trust1,500$55.8K<0.01%new13F-HRTimeline
GW&K Investment Management, LLC699$26K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC627$23K<0.01%-10613F-HRTimelineGroup
UBS Group AGin group UBS Group AG453$16.8K<0.01%new13F-HRTimelineGroup
Sunbelt Securities, Inc.398$14.8K<0.01%-14113F-HRTimeline
GPS Wealth Strategies Group, LLC300$11.2K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC286$10.6K<0.01%-17413F-HRTimelineGroup
Mascoma Wealth Management LLC273$10.1K<0.01%+313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC184$6.84K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC98$3.64K<0.01%013F-HRTimeline