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Disclosery

MFDX PIMCO EQUITY SER

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RAFI DYN MULTI (fund)

58 managers (60 13F filers) reported a position in MFDX shares at 2026-03-31, 8,909,491 shares in all. 10 filers opened a position and 2 filers sold out during the quarter.

Managers
58
13F filers
60
New
10
Added
20
Reduced
20
Sold out
2
Shares held by filers
8,909,491

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC3,100,277$123M36.66%+67,55113F-HRTimeline
FINANCIAL CONSULATE, INC1,686,385$67.2M8.37%+17,14713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding1,348,705$53.7M+17,570Timeline
Mariner, LLCin group Mariner, LLC874,616$34.8M0.04%-37,53513F-HRTimelineGroup
LPL Financial LLC319,065$12.7M<0.01%+43,59813F-HRTimeline
Austin Wealth Management, LLC208,639$8.41M1.91%-69,99813F-HRTimeline
IFC Advisors LLC166,028$6.61M0.95%-10,12413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…148,171$5.9M<0.01%-5,33413F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC104,286$4.15M0.22%-3,03813F-HRTimeline
Janney Montgomery Scott LLC77,082$3.07M0.01%-1,67713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC75,991$3.03M<0.01%+16,60313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN69,062$2.75M<0.01%+12,04713F-HR/ATimelineGroup
Williams & Novak Wealth Management, LLC67,889$2.73M2.05%+3,59513F-HRTimeline
ENTREWEALTH, LLC64,194$2.56M1.15%+1,24313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC62,581$2.49M<0.01%-2,98713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…59,367$2.36M<0.01%-73,75013F-HRTimelineGroup
Merit Financial Group, LLC51,710$2.06M0.02%-6,13113F-HRTimeline
McAdam, LLC38,897$1.55M0.07%-3,24713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO38,000$1.47M<0.01%-94,50313F-HR/ATimelineGroup
Walkner Condon Financial Advisors LLC36,440$1.45M0.19%+1,47513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC28,807$1.15M<0.01%+11,00113F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC27,856$1.11M0.01%+13,91913F-HRTimelineGroup
BKM Wealth Management, LLC26,947$1.07M0.39%+70613F-HRTimeline
MATHER GROUP, LLC.24,716$984K0.01%new13F-HRTimeline
Sovran Advisors, LLC19,671$817K0.06%-2,42313F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,880$672K<0.01%-49313F-HRTimelineGroup
Caerus Investment Advisors, LLC16,880$672K0.28%013F-HRTimeline
MML INVESTORS SERVICES, LLC15,924$634K<0.01%-1,33713F-HRTimeline
Redwood Financial Network Corp14,286$569K0.37%-15113F-HRTimeline
Riverbend Wealth Management, LLC13,992$557K0.35%+26113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,318$451K<0.01%+1,57813F-HRTimelineGroup
L & S Advisors Inc9,615$383K0.05%013F-HRTimeline
EQ WEALTH ADVISORS, LLC9,446$376K0.22%+113F-HRTimeline
JT Stratford LLC8,509$339K0.04%-23713F-HRTimeline
Private Advisor Group, LLC8,043$320K<0.01%-1,99113F-HRTimeline
Operose Advisors LLC7,213$287K0.07%013F-HRTimeline
Cetera Investment Advisers6,295$251K<0.01%new13F-HRTimeline
Creative Planningin group Creative Planning6,227$248K<0.01%new13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…6,000$239K0.01%013F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,693$227K0.01%-1,50213F-HRTimelineGroup
Foundations Investment Advisors, LLC5,635$224K<0.01%+113F-HRTimeline
Advisory Services Network, LLC4,391$175K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA4,149$165K<0.01%-18113F-HRTimelineGroup
Capital Advisors, Ltd. LLC3,195$127K0.01%+47413F-HRTimeline
WEBSTER BANK, N. A.2,204$87.8K0.01%new13F-HRTimeline
Allworth Financial LP2,078$82.7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1,664$66.3K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,598$63.6K<0.01%new13F-HRTimelineGroup
GW&K Investment Management, LLC699$28K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY489$19.5K<0.01%+43513F-HRTimelineGroup
CWM, LLCin group CWM, LLC424$16.9K<0.01%-20713F-HRTimelineGroup
Sunbelt Securities, Inc.398$15.8K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC277$11K<0.01%+313F-HRTimeline
UBS Group AGin group UBS Group AG258$10.3K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.158$6.29K<0.01%013F-HRTimeline
Blue Trust, Inc.112$4.46K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC38$1.51K<0.01%new13F-HRTimelineGroup
VANGUARD ADVISERS INCin group VANGUARD GROUP INC21$836<0.01%13F-HRTimelineGroup