PIMCO RAFI DYNAMIC MULTI-FAC (MFDX) Institutional Shareholders
PIMCO RAFI DYNAMIC MULTI-FAC (MFDX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $351.39M in MFDX holdings during the latest filing period.
Schiavi & Co Llc is currently the largest disclosed institutional shareholder of MFDX tracked by InsiderSet, reporting ownership valued at approximately $123.45M in its March 31, 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 $129.53M, representing an estimated gain of +4.92% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 92% 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
56
Total Reported Value
$351.39M
Largest Holder
Schiavi & Co Llc
Largest Position
$123.45M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
63
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Schiavi & Co Llc | 36.66% | 3,100,277 | $123,453,023 | $129,529,573 | +$6,076,550 | +4.92% | |
| Financial Consulate, Inc | 7.90% | 1,704,901 | $70,992,099 | $71,230,764 | +$238,665 | +0.34% | |
| Stratos Investment Management, Llc | 2.06% | 1,292,905 | $51,483,499 | $54,017,571 | +$2,534,072 | +4.92% | |
| Mariner, Llc | 0.04% | 874,616 | $34,827,144 | $36,541,456 | +$1,714,312 | +4.92% | |
| Lpl Financial Llc | 0.00% | 319,065 | $12,705,159 | $13,330,536 | +$625,377 | +4.92% | |
| Austin Wealth Management, Llc | 1.83% | 211,092 | $8,681,154 | $8,819,424 | +$138,270 | +1.59% | |
| Ifc Advisors Llc | 0.95% | 166,028 | $6,611,235 | $6,936,650 | +$325,415 | +4.92% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 148,171 | $5,900,169 | $6,190,584 | +$290,415 | +4.92% | |
| Evolve Private Wealth, Llc | 0.22% | 104,286 | $4,152,679 | $4,357,069 | +$204,390 | +4.92% | |
| Jane Street Group, Llc | 0.00% | 75,991 | $3,025,962 | $3,174,904 | +$148,942 | +4.92% | |
| Williams & Novak, Llc | 2.02% | 72,500 | $3,018,900 | $3,029,050 | +$10,150 | +0.34% | |
| Wells Fargo & Company/Mn | 0.00% | 69,062 | $2,750,049 | $2,885,410 | +$135,361 | +4.92% | |
| Entrewealth, Llc | 1.15% | 64,194 | $2,556,222 | $2,682,025 | +$125,803 | +4.92% | |
| Raymond James Financial Inc | 0.00% | 62,581 | $2,491,975 | $2,614,634 | +$122,659 | +4.92% | |
| Susquehanna International Group, Llp | 0.00% | 59,367 | $2,363,994 | $2,480,353 | +$116,359 | +4.92% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 50,613 | $2,015,434 | $2,114,611 | +$99,177 | +4.92% | |
| Walkner Condon Financial Advisors Llc | 0.18% | 36,725 | $1,529,229 | $1,534,371 | +$5,142 | +0.34% | |
| Mcadam, Llc | 0.06% | 36,650 | $1,526,105 | $1,531,237 | +$5,132 | +0.34% | |
| Envestnet Asset Management Inc | 0.00% | 33,856 | $1,409,757 | $1,414,504 | +$4,747 | +0.34% | |
| Private Advisor Group, Llc | 0.00% | 24,039 | $1,000,990 | $1,004,349 | +$3,359 | +0.34% | |
| Mather Group, Llc. | 0.01% | 23,597 | $982,579 | $985,883 | +$3,304 | +0.34% | |
| Merit Financial Group, Llc | 0.01% | 22,016 | $916,764 | $919,828 | +$3,064 | +0.33% | |
| Sovran Advisors, Llc | 0.06% | 18,831 | $771,061 | $786,759 | +$15,698 | +2.04% | |
| Aqr Capital Management Llc | 0.00% | 16,880 | $672,162 | $705,246 | +$33,084 | +4.92% | |
| Mml Investors Services, Llc | 0.00% | 15,924 | $634,104 | $665,305 | +$31,201 | +4.92% | |
| Redwood Financial Network Corp | 0.37% | 14,286 | $568,860 | $596,869 | +$28,009 | +4.92% | |
| Osaic Holdings, Inc. | 0.00% | 11,318 | $450,691 | $472,866 | +$22,175 | +4.92% | |
| Eq Wealth Advisors, Llc | 0.22% | 9,447 | $393,352 | $394,696 | +$1,344 | +0.34% | |
| Kestra Private Wealth Services, Llc | 0.00% | 9,351 | $389,392 | $390,685 | +$1,293 | +0.33% | |
| Jt Stratford Llc | 0.04% | 8,509 | $338,835 | $355,506 | +$16,671 | +4.92% | |
| Operose Advisors Llc | 0.07% | 7,213 | $287,222 | $301,359 | +$14,137 | +4.92% | |
| Cetera Investment Advisers | 0.00% | 6,295 | $250,667 | $263,005 | +$12,338 | +4.92% | |
| Farmers & Merchants Investments Inc | 0.01% | 6,000 | $249,840 | $250,680 | +$840 | +0.34% | |
| Creative Planning | 0.00% | 6,227 | $247,959 | $260,164 | +$12,205 | +4.92% | |
| Stonex Group Inc. | 0.01% | 5,693 | $226,695 | $237,854 | +$11,159 | +4.92% | |
| Foundations Investment Advisors, Llc | 0.00% | 5,635 | $224,371 | $235,430 | +$11,059 | +4.93% | |
| Benjamin Edwards Inc | 0.00% | 5,320 | $221,884 | $222,270 | +$386 | +0.17% | |
| Stratos Wealth Advisors, Llc | 0.01% | 5,187 | $206,546 | $216,713 | +$10,167 | +4.92% | |
| Commonwealth Equity Services, Llc | 0.00% | 4,898 | $203,940 | $204,638 | +$698 | +0.34% | |
| Advisory Services Network, Llc | 0.00% | 4,391 | $174,838 | $183,456 | +$8,618 | +4.93% | |
| Royal Bank Of Canada | 0.00% | 4,149 | $165,000 | $173,345 | +$8,345 | +5.06% | |
| Allworth Financial Lp | 0.00% | 2,078 | $82,746 | $86,819 | +$4,073 | +4.92% | |
| Fmr Llc | 0.00% | 1,664 | $66,266 | $69,522 | +$3,256 | +4.91% | |
| Fifth Third Bancorp | 0.00% | 1,598 | $63,632 | $66,764 | +$3,132 | +4.92% | |
| Morgan Stanley | 0.00% | 489 | $19,478 | $20,430 | +$952 | +4.89% | |
| Cwm, Llc | 0.00% | 424 | $16,892 | $17,715 | +$823 | +4.87% | |
| Sunbelt Securities, Inc. | 0.00% | 398 | $15,848 | $16,628 | +$780 | +4.92% | |
| Assetmark, Inc | 0.00% | 315 | $13,105 | $13,161 | +$56 | +0.43% | |
| Western Wealth Management, Llc | 0.00% | 300 | $11,946 | $12,534 | +$588 | +4.92% | |
| Mascoma Wealth Management Llc | 0.00% | 278 | $11,594 | $11,615 | +$21 | +0.18% |
Frequently asked questions about MFDX
Who owns the most MFDX stock?
The largest holders of MFDX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO RAFI DYNAMIC MULTI-FAC (MFDX).
Is MFDX widely held by superinvestors?
Many widely followed stocks like MFDX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MFDX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.