MFUS Institutional Ownership & Shareholders
PIMCO RAFI DYNAMIC MULTI-FAC (MFUS) is currently held by 35 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $234.21M 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 MFUS tracked by InsiderSet, reporting ownership valued at approximately $90.88M 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 $89.08M, representing an estimated loss of -1.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 90% of the total disclosed MFUS value among the investors covered in this analysis. Major shareholders include Schiavi & Co Llc, Austin Wealth Management, Llc, Financial Consulate, Inc, and several other long-term asset managers with concentrated positions in PIMCO RAFI DYNAMIC MULTI-FAC (MFUS).
This page ranks the largest institutional MFUS 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
35
Total Reported Value
$234.21M
Largest Holder
Schiavi & Co Llc
Largest Position
$90.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Schiavi & Co Llc | 24.01% | 1,353,022 | $90,882,494 | $89,082,968 | -$1,799,526 | -1.98% | |
| Austin Wealth Management, Llc | 6.12% | 446,808 | $28,953,189 | $29,417,839 | +$464,650 | +1.60% | |
| Financial Consulate, Inc | 1.96% | 272,172 | $17,639,459 | $17,919,804 | +$280,345 | +1.59% | |
| Baker Ellis Asset Management Llc | 1.68% | 237,185 | $15,371,960 | $15,616,260 | +$244,300 | +1.59% | |
| Marshall Investment Management, Llc | 5.14% | 184,309 | $12,380,048 | $12,134,905 | -$245,143 | -1.98% | |
| Williams & Novak, Llc | 6.56% | 168,519 | $10,921,695 | $11,095,291 | +$173,596 | +1.59% | |
| Entrewealth, Llc | 3.67% | 158,732 | $10,287,404 | $10,450,915 | +$163,511 | +1.59% | |
| Walled Lake Planning & Wealth Management, Llc | 2.37% | 153,700 | $9,961,274 | $10,119,608 | +$158,334 | +1.59% | |
| Wells Fargo & Company/Mn | 0.00% | 101,561 | $6,821,852 | $6,686,776 | -$135,076 | -1.98% | |
| Jpmorgan Chase & Co | 0.00% | 101,082 | $6,763,599 | $6,655,239 | -$108,360 | -1.60% | |
| Citadel Advisors Llc | 0.00% | 67,694 | $4,547,006 | $4,456,973 | -$90,033 | -1.98% | |
| Cetera Investment Advisers | 0.00% | 46,819 | $3,144,832 | $3,082,563 | -$62,269 | -1.98% | |
| Sfg Wealth Management, Llc. | 0.71% | 30,984 | $2,008,095 | $2,039,987 | +$31,892 | +1.59% | |
| Lpl Financial Llc | 0.00% | 23,476 | $1,576,889 | $1,545,660 | -$31,229 | -1.98% | |
| Janney Montgomery Scott Llc | 0.00% | 22,531 | $1,513,000 | $1,483,441 | -$29,559 | -1.95% | |
| Mid-American Wealth Advisory Group, Inc. | 0.43% | 19,090 | $1,237,202 | $1,256,886 | +$19,684 | +1.59% | |
| First Growth Capital Llc | 0.99% | 18,789 | $1,217,715 | $1,237,068 | +$19,353 | +1.59% | |
| Walkner Condon Financial Advisors Llc | 0.13% | 18,473 | $1,197,235 | $1,216,262 | +$19,027 | +1.59% | |
| Goldman Sachs Group Inc | 0.00% | 17,797 | $1,195,424 | $1,171,754 | -$23,670 | -1.98% | |
| Operose Advisors Llc | 0.20% | 15,114 | $1,015,207 | $995,106 | -$20,101 | -1.98% | |
| Aqr Capital Management Llc | 0.00% | 11,374 | $763,992 | $748,864 | -$15,128 | -1.98% | |
| Caerus Investment Advisors, Llc | 0.26% | 11,374 | $763,992 | $748,864 | -$15,128 | -1.98% | |
| Commonwealth Equity Services, Llc | 0.00% | 10,149 | $657,770 | $668,210 | +$10,440 | +1.59% | |
| Mml Investors Services, Llc | 0.00% | 9,726 | $653,266 | $640,360 | -$12,906 | -1.98% | |
| Envestnet Asset Management Inc | 0.00% | 9,696 | $651,251 | $638,385 | -$12,866 | -1.98% | |
| Raymond James Financial Inc | 0.00% | 8,352 | $561,004 | $549,896 | -$11,108 | -1.98% | |
| Integrated Wealth Concepts Llc | 0.00% | 8,049 | $540,623 | $529,946 | -$10,677 | -1.97% | |
| Mckinley Carter Wealth Services, Inc. | 0.01% | 3,756 | $243,427 | $247,295 | +$3,868 | +1.59% | |
| Eq Wealth Advisors, Llc | 0.12% | 3,189 | $214,213 | $209,964 | -$4,249 | -1.98% | |
| Fmr Llc | 0.00% | 2,735 | $183,728 | $180,072 | -$3,656 | -1.99% | |
| Osaic Holdings, Inc. | 0.00% | 2,621 | $176,101 | $172,567 | -$3,534 | -2.01% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 691 | $46,414 | $45,495 | -$919 | -1.98% | |
| Sunbelt Securities, Inc. | 0.00% | 728 | $42,491 | $47,932 | +$5,441 | +12.80% | |
| Harbour Investments, Inc. | 0.00% | 554 | $37,212 | $36,475 | -$737 | -1.98% | |
| Geneos Wealth Management Inc. | 0.00% | 528 | $35,466 | $34,764 | -$702 | -1.98% |
Frequently asked questions about MFUS
Who are the largest institutional holders of MFUS?
The largest institutional holders of MFUS reported in the latest SEC Form 13F filings include Schiavi & Co Llc, Austin Wealth Management, Llc, Financial Consulate, Inc, Baker Ellis Asset Management Llc, and Marshall Investment Management, Llc. InsiderSet ranks institutional holders by their latest reported MFUS position.
What is MFUS institutional ownership?
This page tracks MFUS positions reported by institutional investment managers through SEC Form 13F. PIMCO RAFI DYNAMIC MULTI-FAC (MFUS) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MFUS?
InsiderSet currently tracks 35 institutional managers reporting MFUS 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 MFUS shareholders.
How much MFUS stock do institutions own?
Institutional investment managers disclosed approximately $234.21M in MFUS holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MFUS institutional ownership last updated?
The latest MFUS 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 MFUS 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 MFUS position after the reporting date.
Are institutions buying or selling MFUS?
Institutional buying and selling can be analyzed by comparing MFUS positions across consecutive 13F reporting periods. InsiderSet's MFUS Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MFUS ownership changes.
How has MFUS institutional ownership changed over time?
InsiderSet tracks MFUS institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.