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MFUS PIMCO EQUITY SER

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CMN (fund)

30 managers (30 13F filers) reported a position in MFUS shares at 2025-09-30, 3,110,346 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
30
13F filers
30
New
5
Added
14
Reduced
8
Sold out
2
Shares held by filers
3,110,346

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
Schiavi & Co LLC1,307,264$73.5M24.23%-27,41213F-HRTimeline
Austin Wealth Management, LLC586,790$32.7M5.13%+5,87713F-HRTimeline
Baker Ellis Asset Management LLC226,619$12.7M1.57%-1,99913F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC158,569$8.92M4.72%+154,19913F-HRTimeline
Williams & Novak Wealth Management, LLC146,446$8.24M6.34%+11513F-HRTimeline
ENTREWEALTH, LLC127,597$7.18M3.69%+13,53713F-HRTimeline
FINANCIAL CONSULATE, INC97,035$5.46M0.77%+33,49813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO88,463$4.98M<0.01%+35,44313F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC83,183$4.68M<0.01%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC50,660$2.85M<0.01%+45,29513F-HRTimelineGroup
Moloney Securities Asset Management, LLC45,758$2.57M0.31%+38313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28,210$1.59M<0.01%-58713F-HRTimelineGroup
Cetera Investment Advisers27,091$1.52M<0.01%-1,45413F-HRTimeline
Janney Montgomery Scott LLC25,911$1.46M<0.01%new13F-HRTimeline
LPL Financial LLC20,208$1.14M<0.01%+4,98713F-HRTimeline
MML INVESTORS SERVICES, LLC13,717$772K<0.01%+5,29213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,717$772K<0.01%+3,21713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN12,891$725K<0.01%-7,22013F-HRTimelineGroup
Mid-American Wealth Advisory Group, Inc.11,956$672K0.3%+2,34613F-HRTimeline
Caerus Investment Advisors, LLC9,560$538K0.22%new13F-HRTimeline
Walkner Condon Financial Advisors LLC9,335$525K0.08%new13F-HRTimeline
Integrated Wealth Concepts LLC8,677$488K<0.01%+17713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,549$199K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,986$168K<0.01%+1,13713F-HRTimeline
FMR LLCin group FMR LLC2,220$125K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.727$40.9K<0.01%-12213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA562$32K<0.01%-2,73813F-HRTimelineGroup
Advisory Services Network, LLC316$17.8K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.285$16K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY44$2.51K<0.01%-5713F-HR/ATimelineGroup