13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
MFDX

PIMCO RAFI DYN MLT-FACT INTL

64 institutions still hold PIMCO RAFI DYN MLT-FACT INTL as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72202l371·64 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.0%
vs prior quarter
13F value held
$339M
66.0% inst. owned
of float
Holders
64
+101 QoQ
filers reporting
Activity
+79 / −64
+799 added · −821 reduced
this quarter
Concentration
36.39%
Schiavi & Co LLC #1
top holder share
AI Holders Summary · Q1 2026

64 institutions reported MFDX in Q1 2026. Schiavi & Co LLC leads at 36.4% of the visible book. +101 net new institutions vs prior quarter — accumulation reading.

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
$67M1.7M8.37%Q1 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
$8M209K1.91%Q1 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
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M76K0.00%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$3M69K0.00%Q1 202612
Williams & Novak, LLC
CIK 0001998419
$3M68K2.04%Q1 202613
ENTREWEALTH, LLC
CIK 0002052200
$3M64K1.15%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M63K0.00%Q1 202615
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M59K0.00%Q1 202616
Merit Financial Group, LLC
CIK 0001621225
$2M52K0.02%Q1 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M51K0.02%Q1 202618
McAdam, LLC
CIK 0001695490
$2M39K0.07%Q1 202619
Riggs Capital Management LLC
CIK 0002055900
$2M52K1.51%Q4 202420
JPMORGAN CHASE & CO
CIK 0000019617
$1M38K0.00%Q1 2026
Page 1 of 4
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