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Disclosery

MFDX PIMCO EQUITY SER

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RAFI DYN MULTI (fund)

52 managers (53 13F filers) reported a position in MFDX shares at 2025-12-31, 8,986,872 shares in all. 8 filers opened a position and 5 filers sold out during the quarter.

Managers
52
13F filers
53
New
8
Added
29
Reduced
6
Sold out
5
Shares held by filers
8,986,872

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC3,032,726$117M37.45%-81,96913F-HRTimeline
FINANCIAL CONSULATE, INC1,669,238$64.1M8.77%+43,96913F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding1,331,135$51.1M+42,990Timeline
Mariner, LLCin group Mariner, LLC912,151$35.1M0.04%+11,69513F-HRTimelineGroup
Austin Wealth Management, LLC278,637$10.9M1.62%+5,79913F-HRTimeline
LPL Financial LLC275,467$10.6M<0.01%+28,47213F-HRTimeline
IFC Advisors LLC176,152$6.77M0.99%+11,74713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…153,505$5.9M<0.01%+1,45913F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…133,117$5.12M0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO132,503$5.09M<0.01%+24,75313F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC107,324$4.16M0.25%13F-HRTimeline
Janney Montgomery Scott LLC78,759$3.03M0.01%+1,01213F-HRTimeline
ENTREWEALTH, LLC62,951$2.62M1.18%+2,90713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC65,568$2.52M<0.01%+16,63013F-HRTimelineGroup
Williams & Novak Wealth Management, LLC64,294$2.47M1.86%+22213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC59,388$2.28M<0.01%+39,64713F-HRTimelineGroup
Merit Financial Group, LLC57,841$2.22M0.02%-74113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN57,015$2.19M<0.01%+6,41713F-HRTimelineGroup
McAdam, LLC42,144$1.62M0.07%-2,08913F-HRTimeline
Walkner Condon Financial Advisors LLC34,965$1.34M0.19%+5,75513F-HRTimeline
BKM Wealth Management, LLC26,241$1.01M0.37%+92613F-HRTimeline
Sovran Advisors, LLC22,094$879K0.07%-108,39613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,806$684K<0.01%+3,08213F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,373$668K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC17,261$663K<0.01%+1,69413F-HRTimeline
Caerus Investment Advisors, LLC16,880$649K0.22%013F-HRTimeline
Redwood Financial Network Corp14,437$555K0.35%-19413F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC13,937$536K0.01%new13F-HRTimelineGroup
Riverbend Wealth Management, LLC13,731$528K0.33%+4,21513F-HRTimeline
Private Advisor Group, LLC10,034$386K<0.01%-20,36113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,740$374K<0.01%+4,17313F-HRTimelineGroup
L & S Advisors Inc9,615$369K0.03%013F-HRTimeline
EQ WEALTH ADVISORS, LLC9,445$363K0.21%+3,89213F-HRTimeline
JT Stratford LLC8,746$336K0.04%+10913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,195$279K0.01%+72513F-HRTimelineGroup
Operose Advisors LLC7,213$277K0.06%013F-HRTimeline
GTS SECURITIES LLC6,301$242K0.01%new13F-HRTimeline
Empowered Funds, LLC6,105$235K<0.01%new13F-HR/ATimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,000$231K0.01%013F-HRTimelineGroup
Foundations Investment Advisors, LLC5,634$216K<0.01%+17013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,330$166K<0.01%+40613F-HRTimelineGroup
COMERICA BANK3,099$119K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC2,721$105K0.01%new13F-HRTimeline
Allworth Financial LP2,078$79.8K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,664$63.9K<0.01%+1,37813F-HRTimelineGroup
GW&K Investment Management, LLC699$27K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC631$24K<0.01%+413F-HRTimelineGroup
Sunbelt Securities, Inc.398$15.3K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC274$10.5K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.158$6.07K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC98$3.77K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY54$2.09K<0.01%new13F-HR/ATimelineGroup