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Disclosery

MFEM PIMCO EQUITY SER

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RAFI DYN EMERG (fund)

34 managers (34 13F filers) reported a position in MFEM shares at 2025-09-30, 4,216,237 shares in all. 2 filers opened a position and 2 filers sold out during the quarter.

Managers
34
13F filers
34
New
2
Added
14
Reduced
14
Sold out
2
Shares held by filers
4,216,237

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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC900,016$20.3M0.01%+44,96713F-HRTimelineGroup
Schiavi & Co LLC873,067$19.7M6.48%-3,95313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC679,028$15.3M0.12%+32,75313F-HRTimelineGroup
Austin Wealth Management, LLC300,562$6.78M1.06%+5,05913F-HRTimeline
ALTFEST L J & CO INC241,994$5.45M0.61%+184,62913F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.237,813$5.36M3.73%+12,40713F-HRTimeline
Williams & Novak Wealth Management, LLC138,916$3.13M2.41%+53013F-HRTimeline
FLOW TRADERS U.S. LLC138,842$3.13M0.13%+117,80413F-HRTimeline
MML INVESTORS SERVICES, LLC124,979$2.81M0.01%+23,87713F-HRTimeline
Orion Porfolio Solutions, LLC114,154$2.57M0.02%-27,13213F-HRTimeline
ENTREWEALTH, LLC69,559$1.57M0.81%+8,42613F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…60,384$1.36M0.43%-2,87213F-HRTimeline
Crossmark Global Holdings, Inc.52,727$1.18M0.02%-14,14913F-HRTimeline
Walkner Condon Financial Advisors LLC33,315$750K0.12%new13F-HRTimeline
Cambridge Investment Research Advisors,…29,025$654K<0.01%+2,14413F-HRTimeline
LPL Financial LLC27,586$621K<0.01%+11,62913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,822$620K<0.01%-3,47813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,041$451K<0.01%-31,36813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,607$396K<0.01%-3,17413F-HRTimelineGroup
Cetera Investment Advisers17,076$385K<0.01%-16113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC16,642$375K<0.01%-1,95413F-HRTimelineGroup
Empirical Asset Management, LLC15,367$346K0.1%-17,98213F-HRTimeline
Moloney Securities Asset Management, LLC14,460$326K0.04%-54913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,326$323K<0.01%+9713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,502$281K<0.01%-3,63813F-HRTimelineGroup
OLD MISSION CAPITAL LLC12,290$277K0.01%-544,68813F-HRTimeline
Kathleen S. Wright Associates Inc.12,064$272K0.1%+4413F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN9,025$203K<0.01%+2,97513F-HRTimelineGroup
Asset Dedication, LLC3,155$71K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO910$20.5K<0.01%new13F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…814$18.3K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG118$2.66K<0.01%-1,38913F-HRTimelineGroup
Princeton Global Asset Management LLC50$1.13K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$35<0.01%013F-HR/ATimelineGroup