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MFEM PIMCO EQUITY SER

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RAFI DYN EMERG (fund)

32 managers (32 13F filers) reported a position in MFEM shares at 2026-03-31, 4,960,631 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
32
13F filers
32
New
3
Added
12
Reduced
14
Sold out
5
Shares held by filers
4,960,631

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 LLC933,499$23.4M6.93%+46,72613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC912,799$22.8M0.01%+3,27513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC679,168$17M0.13%+4,30313F-HRTimelineGroup
EVOLVE PRIVATE WEALTH, LLC561,692$14.1M0.75%+11,62213F-HRTimeline
INTEGRATED CAPITAL MANAGEMENT, INC.227,511$5.69M3.78%-13,44513F-HRTimeline
Austin Wealth Management, LLC227,455$5.68M1.29%-81,50913F-HRTimeline
ALTFEST L J & CO INC210,692$5.27M0.56%-4,98613F-HRTimeline
DAHRING | CUSMANO LLC203,530$5.09M3.13%new13F-HRTimeline
Williams & Novak Wealth Management, LLC169,057$4.23M3.17%+24,87713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC144,023$3.6M<0.01%+123,02013F-HRTimelineGroup
FLOW TRADERS U.S. LLC138,411$3.46M0.11%+24,50013F-HRTimeline
MML INVESTORS SERVICES, LLC110,179$2.76M0.01%-34,65313F-HRTimeline
Walkner Condon Financial Advisors LLC78,547$1.97M0.26%+20,85713F-HRTimeline
Orion Porfolio Solutions, LLC77,324$1.93M0.02%-17,09413F-HRTimeline
ENTREWEALTH, LLC73,112$1.83M0.82%+84513F-HRTimeline
LPL Financial LLC31,894$798K<0.01%+3,79613F-HRTimeline
Cambridge Investment Research Advisors,…28,894$723K<0.01%-56913F-HRTimeline
Private Advisor Group, LLC22,915$573K<0.01%new13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…22,168$555K0.16%-35,40613F-HRTimeline
Cetera Investment Advisers16,506$413K<0.01%-34013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN15,003$375K<0.01%+4,71013F-HR/ATimelineGroup
OLD MISSION CAPITAL LLC14,520$363K0.01%-22,36313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,458$362K<0.01%+3113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,900$296K<0.01%-15,52213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,141$279K<0.01%-1,81013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,695$243K<0.01%-4,06813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,466$237K<0.01%-3,05113F-HRTimelineGroup
Roble, Belko & Company, Inc2,815$70K0.01%-1,98413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,206$30.2K<0.01%013F-HRTimelineGroup
Bogart Wealth, LLC1,000$25K<0.01%new13F-HRTimeline
Princeton Global Asset Management LLC50$1.25K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$36<0.01%013F-HRTimelineGroup