13F Insight
DOSSIER · 13F Holders · Q2 2026
MFDX

PIMCO EQUITY SER

65 institutions still hold PIMCO EQUITY SER as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72202L371·65 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$366M
visible holders
Holders
65
filers reporting
Concentration
35.91%
Schiavi & Co LLC #1
top holder share
AI Holders Summary · Q2 2026

65 institutions reported MFDX in Q2 2026. Schiavi & Co LLC leads at 35.9% 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
$132M3.2M34.77%Q2 202602
FINANCIAL CONSULATE, INC
CIK 0001624510
$71M1.7M7.90%Q2 202603
Stratos Investment Management, LLC
CIK 0001707206
$54M1.3M1.97%Q2 202604
Mariner, LLC
CIK 0001373442
$36M869K0.04%Q2 202605
LPL Financial LLC
CIK 0001403438
$14M329K0.00%Q2 202606
Austin Wealth Management, LLC
CIK 0002003112
$9M211K1.83%Q2 202607
IFC Advisors LLC
CIK 0002053348
$7M165K0.87%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M161K0.00%Q2 202609
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M159K0.00%Q2 202610
JPMORGAN CHASE & CO
CIK 0000019617
$4M106K0.00%Q2 202611
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$4M104K0.27%Q2 202612
Janney Montgomery Scott LLC
CIK 0001329948
$3M77K0.01%Q1 202613
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M76K0.00%Q1 202614
Williams & Novak, LLC
CIK 0001998419
$3M73K2.00%Q2 202615
ENTREWEALTH, LLC
CIK 0002052200
$3M71K1.11%Q2 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M64K0.00%Q2 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M56K0.02%Q2 202618
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M43K0.00%Q2 202619
Walkner Condon Financial Advisors LLC
CIK 0001817494
$2M37K0.18%Q2 202620
McAdam, LLC
CIK 0001695490
$2M37K0.06%Q2 2026
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