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

PIMCO EQUITY SER

43 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 72202L389·43 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$146M
visible holders
Holders
43
filers reporting
Concentration
18.36%
Schiavi & Co LLC #1
top holder share
AI Holders Summary · Q2 2026

43 institutions reported MFEM in Q2 2026. Schiavi & Co LLC leads at 18.4% 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
$27M949K7.08%Q2 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$27M943K0.01%Q2 202603
PARK AVENUE SECURITIES LLC
CIK 0001071640
$17M679K0.13%Q1 202604
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$17M585K1.01%Q2 202605
Orion Portfolio Solutions, LLC
CIK 0001802647
$6M340K0.03%Q1 202506
DAHRING | CUSMANO LLC
CIK 0002053669
$6M221K3.29%Q2 202607
Austin Wealth Management, LLC
CIK 0002003112
$6M229K1.29%Q2 202608
INTEGRATED CAPITAL MANAGEMENT, INC.
CIK 0001608826
$6M208K4.09%Q2 202609
ALTFEST L J & CO INC
CIK 0000712050
$6M200K0.55%Q2 202610
Williams & Novak, LLC
CIK 0001998419
$5M178K3.33%Q2 202611
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M156K0.01%Q2 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M144K0.00%Q1 202613
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$3M138K0.11%Q1 202614
OLD MISSION CAPITAL LLC
CIK 0001455915
$3M113K0.05%Q2 202615
Walkner Condon Financial Advisors LLC
CIK 0001817494
$2M79K0.26%Q2 202616
ENTREWEALTH, LLC
CIK 0002052200
$2M78K0.79%Q2 202617
Orion Porfolio Solutions, LLC
CIK 0001360533
$2M74K0.02%Q2 202618
LPL Financial LLC
CIK 0001403438
$852K30K0.00%Q2 202619
Private Advisor Group, LLC
CIK 0001567755
$816K29K0.00%Q2 202620
MORGAN STANLEY
CIK 0000895421
$811K29K0.00%Q2 2026
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