13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
MFUS

PIMCO EQUITY SERIES PIMCO RAFI

33 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 72202l363·33 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 9.6%
vs prior quarter
13F value held
$176M
71.0% inst. owned
of float
Holders
33
-112 QoQ
filers reporting
Activity
+74 / −61
+764 added · −826 reduced
this quarter
Concentration
43.33%
Schiavi & Co LLC #1
top holder share
AI Holders Summary · Q1 2026

33 institutions reported MFUS in Q1 2026. Schiavi & Co LLC leads at 43.3% of the visible book. -112 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
$76M1.3M22.59%Q1 202602
Austin Wealth Management, LLC
CIK 0002003112
$26M449K6.00%Q1 202603
FINANCIAL CONSULATE, INC
CIK 0001624510
$15M263K1.92%Q1 202604
Baker Ellis Asset Management LLC
CIK 0001365559
$13M229K1.59%Q1 202605
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$11M195K5.45%Q1 202606
Williams & Novak, LLC
CIK 0001998419
$9M146K6.41%Q1 202607
ENTREWEALTH, LLC
CIK 0002052200
$8M144K3.77%Q1 202608
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M48K0.00%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$3M49K0.00%Q1 202610
Cetera Investment Advisers
CIK 0001666741
$2M36K0.00%Q1 202611
CITADEL ADVISORS LLC
CIK 0001423053
$2M29K0.00%Q4 202512
LPL Financial LLC
CIK 0001403438
$1M22K0.00%Q1 202613
First Growth Capital LLC
CIK 0002112081
$1M19K1.01%Q1 202614
Walkner Condon Financial Advisors LLC
CIK 0001817494
$835,51214K0.11%Q1 202615
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$752,61513K0.32%Q1 202616
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$573,36910K0.00%Q1 202617
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$558,33210K0.00%Q1 202618
Caerus Investment Advisors, LLC
CIK 0001862682
$558,33210K0.23%Q1 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$487,7818K0.00%Q1 202620
Integrated Wealth Concepts LLC
CIK 0001737109
$464,0828K0.00%Q1 2026
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