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 54 institutions that hold shares in the stock, with a total of 8.79 Million shares, which have been reported (via 13F filing form) to have a value of $330 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caerus Investment Advisors, LLC
|
Nov 19, 2025 Q3 2025 |
16,880
shares
|
$634,856
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
15,610
shares
|
$587,092
0.07% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
15,567
shares
|
$585,474
0.0% of portfolio
|
Q3 2025
Added 128.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
14,724
shares
|
$553,769
0.0% of portfolio
|
Q3 2025
Added 149.52%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
14,631
shares
|
$550,271
0.35% of portfolio
|
Q3 2025
Added 10.02%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
9,615
shares
|
$361,620
0.04% of portfolio
|
Q4 2024
Reduced 30.32%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Oct 21, 2025 Q3 2025 |
9,516
shares
|
$357,896
0.25% of portfolio
|
Q3 2025
Added 10.65%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
8,637
shares
|
$324,837
0.05% of portfolio
|
Q3 2025
Reduced 18.76%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
7,213
shares
|
$271,280
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
6,470
shares
|
$243,336
0.01% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
6,000
shares
|
$225,660
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
5,567
shares
|
$209,374
0.0% of portfolio
|
Q3 2025
Added 628.66%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Oct 27, 2025 Q3 2025 |
5,553
shares
|
$208,848
0.14% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,464
shares
|
$205,501
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,374
shares
|
$164,506
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
3,924
shares
|
$147,581
0.0% of portfolio
|
Q1 2025
Reduced 42.66%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,406
shares
|
$128,099
0.02% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,099
shares
|
$116,553
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,078
shares
|
$78,153
0.0% of portfolio
|
Q3 2025
Added 212.01%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,500
shares
|
$56,415
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
699
shares
|
$26,289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
627
shares
|
$23,581
0.0% of portfolio
|
Q3 2025
Reduced 14.46%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
453
shares
|
$17,037
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
398
shares
|
$14,968
0.0% of portfolio
|
Q3 2025
Reduced 26.16%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$11,283
0.0% of portfolio
|
Q2 2025
New holding
|
|