PIMCO RAFI DYNAMIC MULTI-FAC (MFUS) Institutional Ownership Changes & 13F Activity

PIMCO RAFI DYNAMIC MULTI-FAC (MFUS). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Walled Lake Planning & Wealth Management, Llc, Jpmorgan Chase & Co, Wells Fargo & Company/Mn, Schiavi & Co Llc, and Goldman Sachs Group Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-121-1.2%9,696$651.25KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+103+1.3%8,049$540.62KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+29,257+76.1%67,694$4.55MQ2 2026Sep 02, 2026
Wells Fargo & Company/MnBuy+98,444+3158.3%101,561$6.82MQ2 2026Aug 14, 2026
Goldman Sachs Group IncSell-30,052-62.8%17,797$1.20MQ2 2026Aug 14, 2026
Caerus Investment Advisors, LlcBuy+11,374—11,374$763.99KQ2 2026Aug 14, 2026
Marshall Investment Management, LlcSell-10,231-5.3%184,309$12.38MQ2 2026Aug 14, 2026
Entrewealth, LlcBuy+7,961+5.5%152,070$10.07MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+1,814+19.0%11,374$763.99KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+1,159+79.3%2,621$176.10KQ2 2026Aug 14, 2026
Operose Advisors LlcBuy+15,114—15,114$1.02MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+596+627.4%691$46.41KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+101,082—101,082$6.76MQ2 2026Aug 12, 2026
Cetera Investment AdvisersBuy+10,586+29.2%46,819$3.14MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Buy+554—554$37.21KQ2 2026Aug 12, 2026
Schiavi & Co LlcBuy+50,057+3.8%1,353,022$90.88MQ2 2026Aug 10, 2026
Mml Investors Services, LlcBuy+9,726—9,726$653.27KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+1,657+7.6%23,476$1.58MQ2 2026Aug 07, 2026
Geneos Wealth Management Inc.Sell-25-4.5%528$35.47KQ2 2026Aug 06, 2026
Janney Montgomery Scott LlcSell-3,259-12.6%22,531$1.51MQ2 2026Aug 05, 2026
Commonwealth Equity Services, LlcBuy+1,713+21.7%9,610$645.51KQ2 2026Jul 29, 2026
Walkner Condon Financial Advisors LlcBuy+3,422+23.9%17,728$1.19MQ2 2026Jul 27, 2026
Eq Wealth Advisors, LlcBuy+3,189—3,189$214.21KQ2 2026Jul 24, 2026
Baker Ellis Asset Management LlcBuy+13,454+5.9%242,122$16.26MQ2 2026Jul 23, 2026
Financial Consulate, IncBuy+12,524+4.8%276,018$18.54MQ2 2026Jul 23, 2026
Sfg Wealth Management, Llc.Buy+25,460—25,460$1.71MQ2 2026Jul 22, 2026
Austin Wealth Management, LlcSell-1,733-0.4%446,808$28.95MQ2 2026Jul 22, 2026
Walled Lake Planning & Wealth Management, LlcBuy+139,119—139,119$9.34MQ2 2026Jul 20, 2026
Mid-American Wealth Advisory Group, Inc.Buy+2,315+17.4%15,609$1.05MQ2 2026Jul 16, 2026
First Growth Capital LlcSell-615-3.2%18,599$1.25MQ2 2026Jul 16, 2026
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Frequently asked questions about MFUS activity

  • Which institutional owners are buying MFUS?

    Institutional owners buying MFUS include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in MFUS activity?

    "Buy" means an investor increased their reported position in MFUS compared to the prior reporting period. This reflects growing exposure to PIMCO RAFI DYNAMIC MULTI-FAC (MFUS) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in MFUS increasing?

    Institutional interest in MFUS can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

MFUS Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet