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Disclosery

MFEM PIMCO EQUITY SER

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RAFI DYN EMERG (fund)

35 managers (35 13F filers) reported a position in MFEM shares at 2025-12-31, 4,719,752 shares in all. 6 filers opened a position and 4 filers sold out during the quarter.

Managers
35
13F filers
35
New
6
Added
16
Reduced
9
Sold out
4
Shares held by filers
4,719,752

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
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC909,524$21M0.01%+9,50813F-HRTimelineGroup
Schiavi & Co LLC886,773$20.5M6.59%+13,70613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC674,865$15.6M0.13%-4,16313F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC550,070$12.8M0.76%13F-HRTimeline
Austin Wealth Management, LLC308,964$7.34M1.08%+8,40213F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.240,956$5.57M3.7%+3,14313F-HRTimeline
ALTFEST L J & CO INC215,678$4.99M0.55%-26,31613F-HRTimeline
MML INVESTORS SERVICES, LLC144,832$3.35M0.01%+19,85313F-HRTimeline
Williams & Novak Wealth Management, LLC144,180$3.33M2.51%+5,26413F-HRTimeline
FLOW TRADERS U.S. LLC113,911$2.63M0.09%-24,93113F-HRTimeline
Orion Porfolio Solutions, LLC94,418$2.18M0.02%-19,73613F-HRTimeline
ENTREWEALTH, LLC72,267$1.87M0.84%+2,70813F-HRTimeline
Walkner Condon Financial Advisors LLC57,690$1.33M0.19%+24,37513F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…57,574$1.33M0.39%-2,81013F-HRTimeline
OLD MISSION CAPITAL LLC36,883$853K0.03%+24,59313F-HRTimeline
Cambridge Investment Research Advisors,…29,463$681K<0.01%+43813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…27,422$658K<0.01%-40013F-HRTimeline
LPL Financial LLC28,098$650K<0.01%+51213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,003$486K<0.01%+96213F-HRTimelineGroup
Cetera Investment Advisers16,846$390K<0.01%-23013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,427$334K<0.01%+10113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…13,763$318K<0.01%-3,84413F-HRTimelineGroup
Virtu Financial LLCin group Virtu Financial LLC13,099$303K0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,951$299K<0.01%-3,69113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,517$289K<0.01%+1513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN10,293$238K<0.01%+1,26813F-HRTimelineGroup
Roble, Belko & Company, Inc4,799$111K0.01%new13F-HRTimeline
Asset Dedication, LLC3,155$73K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,206$27.9K<0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC924$21.4K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC763$17.6K<0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG287$6.64K<0.01%+16913F-HRTimelineGroup
Cape Investment Advisory, Inc.100$2.31K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC50$1.16K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$32<0.01%013F-HR/ATimelineGroup