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MFUS PIMCO EQUITY SER

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CMN (fund)

32 managers (32 13F filers) reported a position in MFUS shares at 2026-03-31, 3,056,519 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
32
13F filers
32
New
5
Added
14
Reduced
9
Sold out
4
Shares held by filers
3,056,519

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 LLC1,302,965$76.1M22.59%+31,17513F-HRTimeline
Austin Wealth Management, LLC448,541$26.4M6%-155,58413F-HRTimeline
FINANCIAL CONSULATE, INC263,494$15.4M1.92%+187,32613F-HRTimeline
Baker Ellis Asset Management LLC228,668$13.4M1.59%+37313F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC194,540$11.4M5.45%+40,90613F-HRTimeline
Williams & Novak Wealth Management, LLC146,339$8.57M6.43%+1,35713F-HRTimeline
ENTREWEALTH, LLC144,109$8.42M3.77%+3,11813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC47,849$2.79M<0.01%-32,34013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO48,740$2.78M<0.01%-36,48813F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,437$2.24M<0.01%+8,94113F-HRTimelineGroup
Cetera Investment Advisers36,233$2.12M<0.01%+4,44113F-HRTimeline
Janney Montgomery Scott LLC25,790$1.51M<0.01%+51913F-HRTimeline
LPL Financial LLC21,819$1.27M<0.01%+313F-HRTimeline
First Growth Capital LLC19,214$1.13M1.02%+25213F-HRTimeline
Walkner Condon Financial Advisors LLC14,306$836K0.11%+2,27313F-HRTimeline
Mid-American Wealth Advisory Group, Inc.13,294$753K0.32%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC9,817$573K<0.01%-1,70013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,560$558K<0.01%013F-HRTimelineGroup
Caerus Investment Advisors, LLC9,560$558K0.24%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,352$488K<0.01%-18,02613F-HRTimelineGroup
Integrated Wealth Concepts LLC7,946$464K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,897$461K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,117$182K<0.01%-38613F-HR/ATimelineGroup
FMR LLCin group FMR LLC2,735$160K<0.01%+51513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,462$85.4K<0.01%-1,91613F-HRTimelineGroup
Sunbelt Securities, Inc.728$42.5K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.553$32.3K<0.01%-2213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY171$9.99K<0.01%013F-HRTimelineGroup
Advisory Services Network, LLC136$7.94K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…95$5.55K<0.01%-7,01413F-HRTimeline
Blue Trust, Inc.35$2.04K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…17$993<0.01%new13F-HRTimelineGroup