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

PIMCO EQUITY SERIES PIMCO RAFI

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

CUSIP 72202l389·36 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.2%
vs prior quarter
13F value held
$108M
54.0% inst. owned
of float
Holders
36
-58 QoQ
filers reporting
Activity
+8 / −25
+899 added · −912 reduced
this quarter
Concentration
21.70%
Schiavi & Co LLC #1
top holder share
AI Holders Summary · Q1 2026

36 institutions reported MFEM in Q1 2026. Schiavi & Co LLC leads at 21.7% of the visible book. -58 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Schiavi & Co LLC
CIK 0001840014
$23M933K6.93%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M913K0.01%Q1 202603
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$14M562K0.75%Q1 202604
Orion Portfolio Solutions, LLC
CIK 0001802647
$6M340K0.03%Q1 202505
INTEGRATED CAPITAL MANAGEMENT, INC.
CIK 0001608826
$6M228K3.78%Q1 202606
Austin Wealth Management, LLC
CIK 0002003112
$6M227K1.29%Q1 202607
ALTFEST L J & CO INC
CIK 0000712050
$5M211K0.56%Q1 202608
DAHRING | CUSMANO LLC
CIK 0002053669
$5M204K3.13%Q1 202609
Williams & Novak, LLC
CIK 0001998419
$4M169K3.17%Q1 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M144K0.00%Q1 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M110K0.01%Q1 202612
Walkner Condon Financial Advisors LLC
CIK 0001817494
$2M79K0.26%Q1 202613
Orion Porfolio Solutions, LLC
CIK 0001360533
$2M77K0.02%Q1 202614
ENTREWEALTH, LLC
CIK 0002052200
$2M73K0.82%Q1 202615
LPL Financial LLC
CIK 0001403438
$797,98832K0.00%Q1 202616
Private Advisor Group, LLC
CIK 0001567755
$573,32823K0.00%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$412,97917K0.00%Q1 202618
WELLS FARGO & COMPANY/MN
CIK 0000072971
$375,37115K0.00%Q1 202619
OLD MISSION CAPITAL LLC
CIK 0001455915
$363,28615K0.01%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$361,74014K0.00%Q1 2026
Page 1 of 2
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