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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -121 | -1.2% | 9,696 | $651.25K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +103 | +1.3% | 8,049 | $540.62K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +29,257 | +76.1% | 67,694 | $4.55M | Q2 2026 | Sep 02, 2026 |
| Wells Fargo & Company/Mn | Buy | +98,444 | +3158.3% | 101,561 | $6.82M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Sell | -30,052 | -62.8% | 17,797 | $1.20M | Q2 2026 | Aug 14, 2026 |
| Caerus Investment Advisors, Llc | Buy | +11,374 | — | 11,374 | $763.99K | Q2 2026 | Aug 14, 2026 |
| Marshall Investment Management, Llc | Sell | -10,231 | -5.3% | 184,309 | $12.38M | Q2 2026 | Aug 14, 2026 |
| Entrewealth, Llc | Buy | +7,961 | +5.5% | 152,070 | $10.07M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +1,814 | +19.0% | 11,374 | $763.99K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +1,159 | +79.3% | 2,621 | $176.10K | Q2 2026 | Aug 14, 2026 |
| Operose Advisors Llc | Buy | +15,114 | — | 15,114 | $1.02M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +596 | +627.4% | 691 | $46.41K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +101,082 | — | 101,082 | $6.76M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +10,586 | +29.2% | 46,819 | $3.14M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +554 | — | 554 | $37.21K | Q2 2026 | Aug 12, 2026 |
| Schiavi & Co Llc | Buy | +50,057 | +3.8% | 1,353,022 | $90.88M | Q2 2026 | Aug 10, 2026 |
| Mml Investors Services, Llc | Buy | +9,726 | — | 9,726 | $653.27K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +1,657 | +7.6% | 23,476 | $1.58M | Q2 2026 | Aug 07, 2026 |
| Geneos Wealth Management Inc. | Sell | -25 | -4.5% | 528 | $35.47K | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott Llc | Sell | -3,259 | -12.6% | 22,531 | $1.51M | Q2 2026 | Aug 05, 2026 |
| Commonwealth Equity Services, Llc | Buy | +1,713 | +21.7% | 9,610 | $645.51K | Q2 2026 | Jul 29, 2026 |
| Walkner Condon Financial Advisors Llc | Buy | +3,422 | +23.9% | 17,728 | $1.19M | Q2 2026 | Jul 27, 2026 |
| Eq Wealth Advisors, Llc | Buy | +3,189 | — | 3,189 | $214.21K | Q2 2026 | Jul 24, 2026 |
| Baker Ellis Asset Management Llc | Buy | +13,454 | +5.9% | 242,122 | $16.26M | Q2 2026 | Jul 23, 2026 |
| Financial Consulate, Inc | Buy | +12,524 | +4.8% | 276,018 | $18.54M | Q2 2026 | Jul 23, 2026 |
| Sfg Wealth Management, Llc. | Buy | +25,460 | — | 25,460 | $1.71M | Q2 2026 | Jul 22, 2026 |
| Austin Wealth Management, Llc | Sell | -1,733 | -0.4% | 446,808 | $28.95M | Q2 2026 | Jul 22, 2026 |
| Walled Lake Planning & Wealth Management, Llc | Buy | +139,119 | — | 139,119 | $9.34M | Q2 2026 | Jul 20, 2026 |
| Mid-American Wealth Advisory Group, Inc. | Buy | +2,315 | +17.4% | 15,609 | $1.05M | Q2 2026 | Jul 16, 2026 |
| First Growth Capital Llc | Sell | -615 | -3.2% | 18,599 | $1.25M | Q2 2026 | Jul 16, 2026 |
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.