PIMCO RAFI DYNAMIC MULTI-FAC (MFEM) Institutional Shareholders
PIMCO RAFI DYNAMIC MULTI-FAC (MFEM) 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 $106.05M in MFEM holdings during the latest filing period.
Schiavi & Co Llc is currently the largest disclosed institutional shareholder of MFEM tracked by InsiderSet, reporting ownership valued at approximately $23.36M 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 $24.82M, representing an estimated gain of +6.28% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% 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
33
Total Reported Value
$106.05M
Largest Holder
Schiavi & Co Llc
Largest Position
$23.36M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
37
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Schiavi & Co Llc | 6.93% | 933,499 | $23,355,859 | $24,822,485 | +$1,466,626 | +6.28% | |
| Envestnet Asset Management Inc | 0.01% | 912,799 | $22,837,946 | $24,272,056 | +$1,434,110 | +6.28% | |
| Evolve Private Wealth, Llc | 0.75% | 561,692 | $14,053,359 | $14,935,840 | +$882,481 | +6.28% | |
| Dahring {-} Cusmano Llc | 3.29% | 221,077 | $6,242,021 | $5,878,614 | -$363,407 | -5.82% | |
| Austin Wealth Management, Llc | 1.29% | 228,959 | $6,115,504 | $6,088,203 | -$27,301 | -0.45% | |
| Integrated Capital Management, Inc. | 4.09% | 207,610 | $5,861,782 | $5,520,516 | -$341,266 | -5.82% | |
| Altfest L J & Co Inc | 0.55% | 200,092 | $5,649,529 | $5,320,606 | -$328,923 | -5.82% | |
| Williams & Novak, Llc | 3.37% | 178,456 | $5,038,627 | $4,745,288 | -$293,339 | -5.82% | |
| Jane Street Group, Llc | 0.00% | 144,023 | $3,603,412 | $3,829,687 | +$226,275 | +6.28% | |
| Mml Investors Services, Llc | 0.01% | 110,179 | $2,756,633 | $2,929,748 | +$173,115 | +6.28% | |
| Walkner Condon Financial Advisors Llc | 0.26% | 79,232 | $2,237,084 | $2,106,842 | -$130,242 | -5.82% | |
| Orion Porfolio Solutions, Llc | 0.02% | 77,324 | $1,934,609 | $2,056,107 | +$121,498 | +6.28% | |
| Entrewealth, Llc | 0.82% | 73,112 | $1,829,243 | $1,944,107 | +$114,864 | +6.28% | |
| Private Advisor Group, Llc | 0.00% | 28,898 | $815,922 | $768,421 | -$47,501 | -5.82% | |
| Lpl Financial Llc | 0.00% | 31,894 | $797,988 | $848,087 | +$50,099 | +6.28% | |
| Commonwealth Equity Services, Llc | 0.00% | 18,749 | $529,370 | $498,551 | -$30,819 | -5.82% | |
| Cetera Investment Advisers | 0.00% | 16,506 | $412,979 | $438,908 | +$25,929 | +6.28% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,900 | $385,461 | $369,612 | -$15,849 | -4.11% | |
| Wells Fargo & Company/Mn | 0.00% | 15,003 | $375,371 | $398,942 | +$23,571 | +6.28% | |
| Old Mission Capital Llc | 0.01% | 14,520 | $363,286 | $386,098 | +$22,812 | +6.28% | |
| Aqr Capital Management Llc | 0.00% | 11,141 | $278,744 | $296,248 | +$17,504 | +6.28% | |
| Susquehanna International Group, Llp | 0.00% | 9,695 | $242,566 | $257,798 | +$15,232 | +6.28% | |
| Osaic Holdings, Inc. | 0.00% | 9,466 | $236,842 | $251,709 | +$14,867 | +6.28% | |
| Assetmark, Inc | 0.00% | 1,206 | $34,051 | $32,069 | -$1,982 | -5.82% | |
| Bogart Wealth, Llc | 0.00% | 1,000 | $28,235 | $26,591 | -$1,644 | -5.82% | |
| Park Avenue Securities Llc | 0.12% | 698,960 | $19,735 | $18,585,906 | +$18,566,171 | +94077.38% | |
| Robinswood Financial Llc | 0.00% | 547 | $9,917 | $14,545 | +$4,628 | +46.67% | |
| Flow Traders U.S. Llc | 0.11% | 138,411 | $3,463 | $3,680,459 | +$3,676,996 | +106179.50% | |
| Cape Investment Advisory, Inc. | 0.00% | 100 | $2,823 | $2,659 | -$164 | -5.81% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 29,280 | $827 | $778,579 | +$777,752 | +94044.94% | |
| Ifp Advisors, Inc | 0.00% | 11 | $311 | $292 | -$19 | -5.95% | |
| Roble, Belko & Company, Inc | 0.01% | 2,832 | $80 | $75,305 | +$75,225 | +94031.43% | |
| Morgan Stanley | 0.00% | 1 | $36 | $27 | -$9 | -26.14% |
Frequently asked questions about MFEM
Who owns the most MFEM stock?
The largest holders of MFEM 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 (MFEM).
Is MFEM widely held by superinvestors?
Many widely followed stocks like MFEM appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MFEM 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.