Institutional Ownership Pimco Rafi Dynamic Multi Facto (MFDX)
This table provides information about the institutional ownership of Pimco Rafi Dynamic Multi Facto (MFDX). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 8.68 Million shares, which have been reported (via 13F filing form) to have a value of $305 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
6,771
shares
|
$234,818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
6,449
shares
|
$223,651
0.18% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
6,348
shares
|
$220,148
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
6,000
shares
|
$208,080
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
5,317
shares
|
$184,393
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,406
shares
|
$118,120
0.02% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,250
shares
|
$78,030
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
941
shares
|
$32,633
0.0% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
666
shares
|
$23,096
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
610
shares
|
$21,154
0.0% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
539
shares
|
$18,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
463
shares
|
$16,056
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
268
shares
|
$9,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$34
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|