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 51 institutions that hold shares in the stock, with a total of 8.88 Million shares, which have been reported (via 13F filing form) to have a value of $320 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
22,893
shares
|
$825,292
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
15,569
shares
|
$561,262
0.08% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
13,299
shares
|
$479,428
0.33% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
10,632
shares
|
$383,283
0.06% of portfolio
|
Q2 2025
Reduced 3.69%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
9,615
shares
|
$346,620
0.04% of portfolio
|
Q4 2024
Reduced 30.32%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Jul 29, 2025 Q2 2025 |
8,600
shares
|
$310,030
0.23% of portfolio
|
Q2 2025
Added 33.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
6,810
shares
|
$245,500
0.0% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
6,395
shares
|
$230,539
0.01% of portfolio
|
Q2 2025
Reduced 4.55%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
6,000
shares
|
$216,299
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
5,901
shares
|
$212,731
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jul 28, 2025 Q2 2025 |
5,552
shares
|
$200,149
0.14% of portfolio
|
Q2 2025
Added 4.42%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,406
shares
|
$122,786
0.02% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
3,099
shares
|
$111,718
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,250
shares
|
$81,112
0.0% of portfolio
|
Q4 2024
Reduced 10.89%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
860
shares
|
$31,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
733
shares
|
$26,424
0.0% of portfolio
|
Q2 2025
Reduced 22.1%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 11, 2025 Q2 2025 |
699
shares
|
$25,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
666
shares
|
$24,009
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
539
shares
|
$19,430
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
434
shares
|
$15,645
0.0% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
409
shares
|
$14,744
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$10,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
270
shares
|
$9,733
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
98
shares
|
$3,532
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$36
0.0% of portfolio
|
Q4 2024
New holding
|