Skip to content

MFUS PIMCO EQUITY SER

Follow

CMN (fund)

31 managers (31 13F filers) reported a position in MFUS shares at 2025-12-31, 3,030,704 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
31
13F filers
31
New
3
Added
12
Reduced
12
Sold out
2
Shares held by filers
3,030,704

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
Schiavi & Co LLC1,271,790$72M23.14%-35,47413F-HRTimeline
Austin Wealth Management, LLC604,125$34.9M5.16%+17,33513F-HRTimeline
Baker Ellis Asset Management LLC228,295$12.9M1.56%+1,67613F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC153,634$8.7M4.37%-4,93513F-HRTimeline
ENTREWEALTH, LLC140,991$8.59M3.87%+13,39413F-HRTimeline
Williams & Novak Wealth Management, LLC144,982$8.21M6.18%-1,46413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,228$4.83M<0.01%-3,23513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC80,189$4.54M<0.01%+29,52913F-HR/ATimelineGroup
FINANCIAL CONSULATE, INC76,168$4.31M0.59%-20,86713F-HRTimeline
Cetera Investment Advisers31,792$1.8M<0.01%+4,70113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC29,496$1.67M<0.01%-53,68713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC26,378$1.49M<0.01%-1,83213F-HRTimelineGroup
Janney Montgomery Scott LLC25,271$1.43M<0.01%-64013F-HRTimeline
LPL Financial LLC21,816$1.24M<0.01%+1,60813F-HRTimeline
First Growth Capital LLC18,962$1.16M1.03%13F-HRTimeline
Mid-American Wealth Advisory Group, Inc.13,294$753K0.32%+1,33813F-HRTimeline
Walkner Condon Financial Advisors LLC12,033$681K0.09%+2,69813F-HRTimeline
MML INVESTORS SERVICES, LLC11,553$654K<0.01%-2,16413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC11,517$652K<0.01%-2,20013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,560$541K<0.01%new13F-HRTimelineGroup
Caerus Investment Advisors, LLC9,560$541K0.18%013F-HRTimeline
Steward Partners Investment Advisory, L…7,109$402K<0.01%+4,12313F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,503$198K<0.01%-9,38813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,378$191K<0.01%-17113F-HRTimelineGroup
EQ WEALTH ADVISORS, LLC3,189$181K0.11%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,070$174K<0.01%+2,50813F-HRTimelineGroup
FMR LLCin group FMR LLC2,220$126K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.727$41.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.575$32.6K<0.01%+29013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY171$9.68K<0.01%+12713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG128$7.25K<0.01%new13F-HRTimelineGroup