PIMCO RAFI DYNAMIC MULTI-FAC (MFUS) Institutional Shareholders
PIMCO RAFI DYNAMIC MULTI-FAC (MFUS) 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 $233.54M in MFUS holdings during the latest filing period.
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 $87.97M, representing an estimated loss of -3.20% 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
34
Total Reported Value
$233.54M
Largest Holder
Schiavi & Co Llc
Largest Position
$90.88M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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 | $87,973,490 | -$2,909,004 | -3.20% | |
| Austin Wealth Management, Llc | 6.12% | 446,808 | $28,953,189 | $29,051,456 | +$98,267 | +0.34% | |
| Financial Consulate, Inc | 2.06% | 276,018 | $18,540,102 | $17,946,690 | -$593,412 | -3.20% | |
| Baker Ellis Asset Management Llc | 1.69% | 242,122 | $16,263,335 | $15,742,772 | -$520,563 | -3.20% | |
| Marshall Investment Management, Llc | 5.14% | 184,309 | $12,380,048 | $11,983,771 | -$396,277 | -3.20% | |
| Entrewealth, Llc | 3.73% | 152,070 | $10,073,144 | $9,887,591 | -$185,553 | -1.84% | |
| Williams & Novak, Llc | 6.70% | 149,114 | $10,016,002 | $9,695,392 | -$320,610 | -3.20% | |
| Walled Lake Planning & Wealth Management, Llc | 2.36% | 139,119 | $9,344,598 | $9,045,517 | -$299,081 | -3.20% | |
| Wells Fargo & Company/Mn | 0.00% | 101,561 | $6,821,852 | $6,603,496 | -$218,356 | -3.20% | |
| Jpmorgan Chase & Co | 0.00% | 101,082 | $6,763,599 | $6,572,352 | -$191,247 | -2.83% | |
| Citadel Advisors Llc | 0.00% | 67,694 | $4,547,006 | $4,401,464 | -$145,542 | -3.20% | |
| Cetera Investment Advisers | 0.00% | 46,819 | $3,144,832 | $3,044,171 | -$100,661 | -3.20% | |
| Sfg Wealth Management, Llc. | 0.62% | 25,460 | $1,710,146 | $1,655,409 | -$54,737 | -3.20% | |
| Lpl Financial Llc | 0.00% | 23,476 | $1,576,889 | $1,526,410 | -$50,479 | -3.20% | |
| Janney Montgomery Scott Llc | 0.00% | 22,531 | $1,513,000 | $1,464,966 | -$48,034 | -3.17% | |
| First Growth Capital Llc | 0.95% | 18,599 | $1,249,295 | $1,209,307 | -$39,988 | -3.20% | |
| Goldman Sachs Group Inc | 0.00% | 17,797 | $1,195,424 | $1,157,161 | -$38,263 | -3.20% | |
| Walkner Condon Financial Advisors Llc | 0.14% | 17,728 | $1,190,789 | $1,152,675 | -$38,114 | -3.20% | |
| Mid-American Wealth Advisory Group, Inc. | 0.38% | 15,609 | $1,048,470 | $1,014,897 | -$33,573 | -3.20% | |
| Operose Advisors Llc | 0.20% | 15,114 | $1,015,207 | $982,712 | -$32,495 | -3.20% | |
| Aqr Capital Management Llc | 0.00% | 11,374 | $763,992 | $739,537 | -$24,455 | -3.20% | |
| Caerus Investment Advisors, Llc | 0.26% | 11,374 | $763,992 | $739,537 | -$24,455 | -3.20% | |
| Mml Investors Services, Llc | 0.00% | 9,726 | $653,266 | $632,385 | -$20,881 | -3.20% | |
| Envestnet Asset Management Inc | 0.00% | 9,696 | $651,251 | $630,434 | -$20,817 | -3.20% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,610 | $645,510 | $624,842 | -$20,668 | -3.20% | |
| Raymond James Financial Inc | 0.00% | 8,352 | $561,004 | $543,047 | -$17,957 | -3.20% | |
| Integrated Wealth Concepts Llc | 0.00% | 8,049 | $540,623 | $523,346 | -$17,277 | -3.20% | |
| Eq Wealth Advisors, Llc | 0.12% | 3,189 | $214,213 | $207,349 | -$6,864 | -3.20% | |
| Fmr Llc | 0.00% | 2,735 | $183,728 | $177,830 | -$5,898 | -3.21% | |
| Osaic Holdings, Inc. | 0.00% | 2,621 | $176,101 | $170,417 | -$5,684 | -3.23% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 691 | $46,414 | $44,929 | -$1,485 | -3.20% | |
| Sunbelt Securities, Inc. | 0.00% | 728 | $42,491 | $47,335 | +$4,844 | +11.40% | |
| Harbour Investments, Inc. | 0.00% | 554 | $37,212 | $36,021 | -$1,191 | -3.20% | |
| Geneos Wealth Management Inc. | 0.00% | 528 | $35,466 | $34,331 | -$1,135 | -3.20% |
Frequently asked questions about MFUS
Who owns the most MFUS stock?
The largest holders of MFUS 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 (MFUS).
Is MFUS widely held by superinvestors?
Many widely followed stocks like MFUS appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MFUS 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.