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MFUS PIMCO EQUITY SER

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CMN (fund)

29 managers (29 13F filers) reported a position in MFUS shares at 2025-03-31, 2,836,484 shares in all. 6 filers opened a position and 2 filers sold out during the quarter.

Managers
29
13F filers
29
New
6
Added
12
Reduced
9
Sold out
2
Shares held by filers
2,836,484

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,341,467$67.4M24.71%-20,36813F-HRTimeline
Austin Wealth Management, LLC567,144$27.5M5.52%+4,43713F-HRTimeline
Baker Ellis Asset Management LLC229,198$11.5M1.66%-2,38013F-HRTimeline
Williams & Novak Wealth Management, LLC143,844$7.19M7.04%+8,69913F-HRTimeline
ENTREWEALTH, LLC109,449$5.5M4.22%+4,28813F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC78,445$3.94M2.45%-29,33313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO72,227$3.63M<0.01%+46,99813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC54,234$2.72M<0.01%+12,51713F-HR/ATimelineGroup
Moloney Securities Asset Management, LLC46,205$2.32M0.31%-53213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,723$1.44M<0.01%+10713F-HRTimelineGroup
Capital Square, LLC25,264$1.27M0.75%+5,66013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,975$1.15M<0.01%+22,96913F-HR/ATimelineGroup
Cetera Investment Advisers22,426$1.13M<0.01%+2,74913F-HRTimeline
MML INVESTORS SERVICES, LLC14,450$726K<0.01%-1,97413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC14,450$726K<0.01%-1,97413F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN11,907$598K<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,646$535K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC7,973$400K<0.01%+60213F-HRTimeline
LPL Financial LLC7,625$383K<0.01%new13F-HRTimeline
PKS Advisory Services, LLC6,409$322K0.09%-9,52913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.5,555$279K0.15%new13F-HRTimeline
Quantinno Capital Management LP4,876$245K<0.01%-81713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,730$238K<0.01%+2,58113F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC2,962$149K0.12%new13F-HRTimeline
FMR LLCin group FMR LLC2,220$112K<0.01%+2113F-HRTimelineGroup
Sunbelt Securities, Inc.849$42.6K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY146$7.33K<0.01%-6413F-HRTimelineGroup
Geneos Wealth Management Inc.85$4.27K<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.