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 55 institutions that hold shares in the stock, with a total of 8.92 Million shares, which have been reported (via 13F filing form) to have a value of $335 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
300
shares
|
$11,283
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
273
shares
|
$10,267
0.0% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
184
shares
|
$6,920
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
98
shares
|
$3,685
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|