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

PIMCO EQUITY SER

38 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 72202L389·38 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$129M
visible holders
Holders
38
filers reporting
Concentration
18.08%
Schiavi & Co LLC #1
top holder share
AI Holders Summary · Q1 2026

38 institutions reported MFEM in Q1 2026. Schiavi & Co LLC leads at 18.1% 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
$23M933K6.93%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$23M913K0.01%Q1 202603
PARK AVENUE SECURITIES LLC
CIK 0001071640
$17M679K0.13%Q1 202604
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$14M562K0.75%Q1 202605
Orion Portfolio Solutions, LLC
CIK 0001802647
$6M340K0.03%Q1 202506
Austin Wealth Management, LLC
CIK 0002003112
$6M229K1.29%Q2 202607
INTEGRATED CAPITAL MANAGEMENT, INC.
CIK 0001608826
$6M208K4.09%Q2 202608
ALTFEST L J & CO INC
CIK 0000712050
$5M211K0.56%Q1 202609
DAHRING | CUSMANO LLC
CIK 0002053669
$5M204K3.13%Q1 202610
Williams & Novak, LLC
CIK 0001998419
$5M178K3.33%Q2 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$4M144K0.00%Q1 202612
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$3M138K0.11%Q1 202613
MML INVESTORS SERVICES, LLC
CIK 0000701059
$3M110K0.01%Q1 202614
Walkner Condon Financial Advisors LLC
CIK 0001817494
$2M79K0.26%Q1 202615
Orion Porfolio Solutions, LLC
CIK 0001360533
$2M77K0.02%Q1 202616
ENTREWEALTH, LLC
CIK 0002052200
$2M73K0.82%Q1 202617
LPL Financial LLC
CIK 0001403438
$798K32K0.00%Q1 202618
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$723K29K0.00%Q1 202619
Private Advisor Group, LLC
CIK 0001567755
$573K23K0.00%Q1 202620
Cetera Investment Advisers
CIK 0001666741
$413K17K0.00%Q1 2026
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