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Disclosery

MFUS PIMCO EQUITY SER

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CMN (fund)

35 managers (35 13F filers) reported a position in MFUS shares at 2026-06-30, 3,498,678 shares in all. 7 filers opened a position and 3 filers sold out during the quarter.

Managers
35
13F filers
35
New
7
Added
19
Reduced
7
Sold out
3
Shares held by filers
3,498,678

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Schiavi & Co LLC1,353,022$90.9M24.01%+50,05713F-HRTimeline
Austin Wealth Management, LLC446,808$29M6.12%-1,73313F-HRTimeline
FINANCIAL CONSULATE, INC276,018$18.5M2.06%+12,52413F-HRTimeline
Baker Ellis Asset Management LLC242,122$16.3M1.69%+13,45413F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC184,309$12.4M5.14%-10,23113F-HRTimeline
ENTREWEALTH, LLC152,070$10.1M3.73%+7,96113F-HRTimeline
Williams & Novak, LLC149,114$10M6.7%+2,77513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…139,119$9.34M2.36%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN101,561$6.82M<0.01%+98,44413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101,082$6.76M<0.01%+52,34213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC67,694$4.55M<0.01%+29,25713F-HRTimelineGroup
Cetera Investment Advisers46,819$3.14M<0.01%+10,58613F-HRTimeline
SFG Wealth Management, LLC.25,460$1.71M0.62%new13F-HRTimeline
LPL Financial LLC23,476$1.58M<0.01%+1,65713F-HRTimeline
Janney Montgomery Scott LLC22,531$1.51M<0.01%-3,25913F-HRTimeline
First Growth Capital LLC18,599$1.25M0.95%-61513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC17,797$1.2M<0.01%-30,05213F-HRTimelineGroup
Walkner Condon Financial Advisors LLC17,728$1.19M0.14%+3,42213F-HRTimeline
Mid-American Wealth Advisory Group, Inc.15,609$1.05M0.38%+2,31513F-HRTimeline
Operose Advisors LLC15,114$1.02M0.2%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC11,374$764K<0.01%+1,81413F-HRTimelineGroup
Caerus Investment Advisors, LLC11,374$764K0.26%+1,81413F-HRTimeline
MML INVESTORS SERVICES, LLC9,726$653K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,696$651K<0.01%-12113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC9,610$646K<0.01%+1,71313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,352$561K<0.01%013F-HRTimelineGroup
Integrated Wealth Concepts LLC8,045$541K<0.01%+9913F-HRTimeline
Creative Planningin group Creative Planning3,723$250K<0.01%new13F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC3,189$214K0.12%new13F-HRTimeline
FMR LLCin group FMR LLC2,735$184K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,621$176K<0.01%+1,15913F-HRTimelineGroup
Steward Partners Investment Advisory, L…691$46.4K<0.01%+59613F-HRTimeline
HARBOUR INVESTMENTS, INC.554$37.2K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.528$35.5K<0.01%-2513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…408$27.4K<0.01%+39113F-HRTimelineGroup