MFEM Institutional Ownership & Shareholders
PIMCO RAFI DYNAMIC MULTI-FAC (MFEM) is currently held by 38 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $117.52M 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 MFEM tracked by InsiderSet, reporting ownership valued at approximately $26.79M 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 $24.86M, representing an estimated loss of -7.20% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 88% of the total disclosed MFEM value among the investors covered in this analysis. Major shareholders include Schiavi & Co Llc, Envestnet Asset Management Inc, Evolve Private Wealth, Llc, and several other long-term asset managers with concentrated positions in PIMCO RAFI DYNAMIC MULTI-FAC (MFEM).
This page ranks the largest institutional MFEM 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
38
Total Reported Value
$117.52M
Largest Holder
Schiavi & Co Llc
Largest Position
$26.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Schiavi & Co Llc | 7.08% | 948,954 | $26,793,350 | $24,864,113 | -$1,929,237 | -7.20% | |
| Envestnet Asset Management Inc | 0.01% | 943,400 | $26,636,525 | $24,718,589 | -$1,917,936 | -7.20% | |
| Evolve Private Wealth, Llc | 1.01% | 584,957 | $16,516,039 | $15,326,809 | -$1,189,230 | -7.20% | |
| Dahring {-} Cusmano Llc | 3.29% | 221,077 | $6,242,021 | $5,792,571 | -$449,450 | -7.20% | |
| Austin Wealth Management, Llc | 1.29% | 228,959 | $6,115,504 | $5,999,092 | -$116,412 | -1.90% | |
| Williams & Novak, Llc | 3.55% | 206,843 | $5,911,118 | $5,419,618 | -$491,500 | -8.31% | |
| Integrated Capital Management, Inc. | 4.09% | 199,467 | $5,700,336 | $5,226,355 | -$473,981 | -8.31% | |
| Mml Investors Services, Llc | 0.01% | 155,683 | $4,395,657 | $4,079,144 | -$316,513 | -7.20% | |
| Old Mission Capital Llc | 0.08% | 113,116 | $3,193,785 | $2,963,820 | -$229,965 | -7.20% | |
| Entrewealth, Llc | 0.83% | 81,698 | $2,334,763 | $2,140,618 | -$194,145 | -8.32% | |
| Walkner Condon Financial Advisors Llc | 0.26% | 79,232 | $2,237,084 | $2,076,005 | -$161,079 | -7.20% | |
| Orion Porfolio Solutions, Llc | 0.02% | 74,072 | $2,091,405 | $1,940,805 | -$150,600 | -7.20% | |
| Jane Street Group, Llc | 0.00% | 49,009 | $1,383,750 | $1,284,114 | -$99,636 | -7.20% | |
| Lpl Financial Llc | 0.00% | 30,159 | $851,524 | $790,214 | -$61,310 | -7.20% | |
| Private Advisor Group, Llc | 0.00% | 28,898 | $815,922 | $757,174 | -$58,748 | -7.20% | |
| Morgan Stanley | 0.00% | 28,705 | $810,501 | $752,117 | -$58,384 | -7.20% | |
| Flow Traders U.S. Llc | 0.03% | 25,981 | $734,000 | $680,744 | -$53,256 | -7.26% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,749 | $529,370 | $491,254 | -$38,116 | -7.20% | |
| Cetera Investment Advisers | 0.00% | 18,205 | $514,000 | $477,000 | -$37,000 | -7.20% | |
| Aqr Capital Management Llc | 0.00% | 15,737 | $444,328 | $412,335 | -$31,993 | -7.20% | |
| Wells Fargo & Company/Mn | 0.00% | 15,068 | $425,439 | $394,806 | -$30,633 | -7.20% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,900 | $397,440 | $364,202 | -$33,238 | -8.36% | |
| Ameritas Advisory Services, Llc | 0.01% | 13,892 | $392,231 | $363,993 | -$28,238 | -7.20% | |
| Osaic Holdings, Inc. | 0.00% | 13,198 | $372,613 | $345,809 | -$26,804 | -7.19% | |
| Susquehanna International Group, Llp | 0.00% | 11,286 | $318,656 | $295,711 | -$22,945 | -7.20% | |
| Altfest L J & Co Inc | 0.03% | 9,657 | $275,984 | $253,029 | -$22,955 | -8.32% | |
| Mariner, Llc | 0.00% | 7,312 | $206,451 | $191,586 | -$14,865 | -7.20% | |
| Crusonia Wealth Advisors Llc | 0.03% | 7,125 | $203,609 | $186,686 | -$16,923 | -8.31% | |
| Howard Capital Management Inc. | 0.00% | 7,021 | $200,645 | $183,961 | -$16,684 | -8.31% | |
| Operose Advisors Llc | 0.02% | 3,768 | $106,388 | $98,728 | -$7,660 | -7.20% | |
| Roble, Belko & Company, Inc | 0.01% | 2,832 | $80,000 | $74,203 | -$5,797 | -7.25% | |
| Assetmark, Inc | 0.00% | 1,206 | $34,465 | $31,599 | -$2,866 | -8.32% | |
| Bogart Wealth, Llc | 0.00% | 1,000 | $28,235 | $26,202 | -$2,033 | -7.20% | |
| Park Avenue Securities Llc | 0.12% | 713,186 | $20,381 | $18,686,614 | +$18,666,233 | +91586.44% | |
| Citigroup Inc | 0.00% | 507 | $14,315 | $13,284 | -$1,031 | -7.20% | |
| Cape Investment Advisory, Inc. | 0.00% | 100 | $2,858 | $2,620 | -$238 | -8.32% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 29,280 | $827 | $767,183 | +$766,356 | +92666.97% |
Frequently asked questions about MFEM
Who are the largest institutional holders of MFEM?
The largest institutional holders of MFEM reported in the latest SEC Form 13F filings include Schiavi & Co Llc, Envestnet Asset Management Inc, Evolve Private Wealth, Llc, Dahring {-} Cusmano Llc, and Austin Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported MFEM position.
What is MFEM institutional ownership?
This page tracks MFEM positions reported by institutional investment managers through SEC Form 13F. PIMCO RAFI DYNAMIC MULTI-FAC (MFEM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MFEM?
InsiderSet currently tracks 38 institutional managers reporting MFEM 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 MFEM shareholders.
How much MFEM stock do institutions own?
Institutional investment managers disclosed approximately $117.52M in MFEM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MFEM institutional ownership last updated?
The latest MFEM 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 MFEM 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 MFEM position after the reporting date.
Are institutions buying or selling MFEM?
Institutional buying and selling can be analyzed by comparing MFEM positions across consecutive 13F reporting periods. InsiderSet's MFEM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MFEM ownership changes.
How has MFEM institutional ownership changed over time?
InsiderSet tracks MFEM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.