13F Insight
DOSSIER · 13F Holders · Q1 2026
MFDX

PIMCO EQUITY SER

62 institutions still hold PIMCO EQUITY SER as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72202L371·62 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$345M
visible holders
Holders
62
filers reporting
Concentration
35.83%
Schiavi & Co LLC #1
top holder share
AI Holders Summary · Q1 2026

62 institutions reported MFDX in Q1 2026. Schiavi & Co LLC leads at 35.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Schiavi & Co LLC
CIK 0001840014
$123M3.1M36.66%Q1 202602
FINANCIAL CONSULATE, INC
CIK 0001624510
$71M1.7M7.90%Q2 202603
Stratos Investment Management, LLC
CIK 0001707206
$51M1.3M2.06%Q1 202604
Mariner, LLC
CIK 0001373442
$35M875K0.04%Q1 202605
LPL Financial LLC
CIK 0001403438
$13M319K0.00%Q1 202606
Austin Wealth Management, LLC
CIK 0002003112
$9M211K1.83%Q2 202607
IFC Advisors LLC
CIK 0002053348
$7M166K0.95%Q1 202608
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$6M148K0.00%Q1 202609
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$4M104K0.22%Q1 202610
Janney Montgomery Scott LLC
CIK 0001329948
$3M77K0.01%Q1 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M76K0.00%Q1 202612
Williams & Novak, LLC
CIK 0001998419
$3M73K2.00%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M69K0.00%Q1 202614
ENTREWEALTH, LLC
CIK 0002052200
$3M64K1.15%Q1 202615
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M63K0.00%Q1 202616
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M59K0.00%Q1 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M51K0.02%Q1 202618
McAdam, LLC
CIK 0001695490
$2M39K0.07%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$1M38K0.00%Q1 202620
Walkner Condon Financial Advisors LLC
CIK 0001817494
$1M36K0.19%Q1 2026
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