MFDX Institutional Ownership & Shareholders
PIMCO RAFI DYNAMIC MULTI-FAC (MFDX) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $376.48M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Schiavi & Co Llc is currently the largest disclosed institutional shareholder of MFDX tracked by InsiderSet, reporting ownership valued at approximately $131.57M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $129.37M, representing an estimated loss of -1.67% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed MFDX value among the investors covered in this analysis. Major shareholders include Schiavi & Co Llc, Financial Consulate, Inc, Stratos Investment Management, Llc, and several other long-term asset managers with concentrated positions in PIMCO RAFI DYNAMIC MULTI-FAC (MFDX).
This page ranks the largest institutional MFDX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
63
Total Reported Value
$376.48M
Largest Holder
Schiavi & Co Llc
Largest Position
$131.57M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Schiavi & Co Llc | 34.77% | 3,159,766 | $131,572,642 | $129,369,983 | -$2,202,659 | -1.67% | |
| Financial Consulate, Inc | 7.80% | 1,694,433 | $70,150,875 | $69,375,001 | -$775,874 | -1.11% | |
| Stratos Investment Management, Llc | 1.97% | 1,306,294 | $54,394,098 | $53,483,465 | -$910,633 | -1.67% | |
| Mariner, Llc | 0.04% | 868,899 | $36,180,961 | $35,575,245 | -$605,716 | -1.67% | |
| Lpl Financial Llc | 0.00% | 329,022 | $13,700,473 | $13,471,115 | -$229,358 | -1.67% | |
| Austin Wealth Management, Llc | 1.83% | 211,092 | $8,681,154 | $8,642,719 | -$38,435 | -0.44% | |
| Ifc Advisors Llc | 0.87% | 164,779 | $6,861,398 | $6,746,530 | -$114,868 | -1.67% | |
| Wells Fargo & Company/Mn | 0.00% | 160,599 | $6,687,343 | $6,575,389 | -$111,954 | -1.67% | |
| Jpmorgan Chase & Co | 0.00% | 106,305 | $4,429,301 | $4,352,435 | -$76,866 | -1.74% | |
| Evolve Private Wealth, Llc | 0.27% | 104,286 | $4,342,481 | $4,269,771 | -$72,710 | -1.67% | |
| Williams & Novak, Llc | 2.27% | 91,489 | $3,787,718 | $3,745,825 | -$41,893 | -1.11% | |
| Janney Montgomery Scott Llc | 0.01% | 77,401 | $3,223,000 | $3,169,021 | -$53,979 | -1.67% | |
| Entrewealth, Llc | 1.10% | 74,654 | $3,090,727 | $3,056,551 | -$34,176 | -1.11% | |
| Raymond James Financial Inc | 0.00% | 64,491 | $2,685,405 | $2,640,449 | -$44,956 | -1.67% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 56,266 | $2,342,920 | $2,303,693 | -$39,227 | -1.67% | |
| Susquehanna International Group, Llp | 0.00% | 42,844 | $1,784,024 | $1,754,158 | -$29,866 | -1.67% | |
| Envestnet Asset Management Inc | 0.00% | 33,856 | $1,409,757 | $1,386,163 | -$23,594 | -1.67% | |
| Mcadam, Llc | 0.05% | 34,031 | $1,408,906 | $1,393,328 | -$15,578 | -1.11% | |
| Operose Advisors Llc | 0.26% | 32,708 | $1,361,961 | $1,339,160 | -$22,801 | -1.67% | |
| Jane Street Group, Llc | 0.00% | 32,135 | $1,338,101 | $1,315,700 | -$22,401 | -1.67% | |
| Walkner Condon Financial Advisors Llc | 0.15% | 31,980 | $1,323,998 | $1,309,354 | -$14,644 | -1.11% | |
| Mml Investors Services, Llc | 0.00% | 31,504 | $1,311,825 | $1,289,865 | -$21,960 | -1.67% | |
| Bkm Wealth Management, Llc | 0.41% | 30,583 | $1,266,160 | $1,252,157 | -$14,003 | -1.11% | |
| Citadel Advisors Llc | 0.00% | 25,981 | $1,081,849 | $1,063,737 | -$18,112 | -1.67% | |
| Mather Group, Llc. | 0.01% | 24,706 | $1,022,848 | $1,011,535 | -$11,313 | -1.11% | |
| Private Advisor Group, Llc | 0.00% | 24,039 | $1,000,990 | $984,226 | -$16,764 | -1.67% | |
| Merit Financial Group, Llc | 0.01% | 22,016 | $916,764 | $901,399 | -$15,365 | -1.68% | |
| Aqr Capital Management Llc | 0.00% | 19,436 | $809,315 | $795,766 | -$13,549 | -1.67% | |
| Caerus Investment Advisors, Llc | 0.27% | 18,974 | $790,077 | $776,851 | -$13,226 | -1.67% | |
| Magnus Financial Group Llc | 0.05% | 16,709 | $691,777 | $684,115 | -$7,662 | -1.11% | |
| Osaic Holdings, Inc. | 0.00% | 15,408 | $641,584 | $630,848 | -$10,736 | -1.67% | |
| Sovran Advisors, Llc | 0.04% | 14,773 | $610,676 | $604,849 | -$5,827 | -0.95% | |
| Riverbend Wealth Management, Llc | 0.28% | 14,354 | $594,279 | $587,694 | -$6,585 | -1.11% | |
| Redwood Financial Network Corp | 0.30% | 13,272 | $549,452 | $543,394 | -$6,058 | -1.10% | |
| Creative Planning | 0.00% | 11,900 | $492,670 | $487,221 | -$5,449 | -1.11% | |
| L & S Advisors Inc | 0.04% | 9,615 | $400,369 | $393,666 | -$6,703 | -1.67% | |
| Eq Wealth Advisors, Llc | 0.22% | 9,447 | $393,352 | $386,788 | -$6,564 | -1.67% | |
| Jt Stratford Llc | 0.04% | 8,994 | $374,517 | $368,240 | -$6,277 | -1.68% | |
| Kestra Private Wealth Services, Llc | 0.00% | 8,038 | $332,786 | $329,099 | -$3,687 | -1.11% | |
| Stratos Wealth Advisors, Llc | 0.02% | 7,251 | $301,939 | $296,877 | -$5,062 | -1.68% | |
| Cetera Investment Advisers | 0.00% | 6,295 | $262,124 | $257,736 | -$4,388 | -1.67% | |
| Commonwealth Equity Services, Llc | 0.00% | 6,241 | $258,400 | $255,525 | -$2,875 | -1.11% | |
| Farmers & Merchants Investments Inc | 0.01% | 6,000 | $248,405 | $245,657 | -$2,748 | -1.11% | |
| Stonex Group Inc. | 0.01% | 5,919 | $245,152 | $242,341 | -$2,811 | -1.15% | |
| Foundations Investment Advisors, Llc | 0.00% | 5,466 | $227,620 | $223,794 | -$3,826 | -1.68% | |
| Benjamin Edwards Inc | 0.00% | 5,320 | $221,884 | $217,816 | -$4,068 | -1.83% | |
| Royal Bank Of Canada | 0.00% | 4,280 | $178,000 | $175,236 | -$2,764 | -1.55% | |
| Allworth Financial Lp | 0.00% | 3,891 | $162,022 | $159,309 | -$2,713 | -1.67% | |
| Fmr Llc | 0.00% | 1,664 | $69,295 | $68,129 | -$1,166 | -1.68% | |
| Fifth Third Bancorp | 0.00% | 1,598 | $66,541 | $65,427 | -$1,114 | -1.67% |
Frequently asked questions about MFDX
Who are the largest institutional holders of MFDX?
The largest institutional holders of MFDX reported in the latest SEC Form 13F filings include Schiavi & Co Llc, Financial Consulate, Inc, Stratos Investment Management, Llc, Mariner, Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported MFDX position.
What is MFDX institutional ownership?
This page tracks MFDX positions reported by institutional investment managers through SEC Form 13F. PIMCO RAFI DYNAMIC MULTI-FAC (MFDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MFDX?
InsiderSet currently tracks 63 institutional managers reporting MFDX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MFDX shareholders.
How much MFDX stock do institutions own?
Institutional investment managers disclosed approximately $376.48M in MFDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MFDX institutional ownership last updated?
The latest MFDX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MFDX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MFDX position after the reporting date.
Are institutions buying or selling MFDX?
Institutional buying and selling can be analyzed by comparing MFDX positions across consecutive 13F reporting periods. InsiderSet's MFDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MFDX ownership changes.
How has MFDX institutional ownership changed over time?
InsiderSet tracks MFDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.