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

PIMCO EQUITY SER

39 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 72202L363·39 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$230M
visible holders
Holders
39
filers reporting
Concentration
39.52%
Schiavi & Co LLC #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported MFUS in Q2 2026. Schiavi & Co LLC leads at 39.5% 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
$91M1.4M24.01%Q2 202602
Austin Wealth Management, LLC
CIK 0002003112
$29M447K6.12%Q2 202603
FINANCIAL CONSULATE, INC
CIK 0001624510
$19M276K2.06%Q2 202604
Baker Ellis Asset Management LLC
CIK 0001365559
$15M237K1.68%Q3 202605
MARSHALL INVESTMENT MANAGEMENT, LLC
CIK 0002022427
$12M184K5.14%Q2 202606
Williams & Novak, LLC
CIK 0001998419
$11M169K6.46%Q3 202607
ENTREWEALTH, LLC
CIK 0002052200
$10M159K3.67%Q3 202608
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$9M139K2.36%Q2 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M102K0.00%Q2 202610
JPMORGAN CHASE & CO
CIK 0000019617
$7M101K0.00%Q2 202611
CITADEL ADVISORS LLC
CIK 0001423053
$5M68K0.00%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$3M47K0.00%Q2 202613
Moloney Securities Asset Management, LLC
CIK 0001697934
$3M46K0.31%Q3 202514
SFG Wealth Management, LLC.
CIK 0001908914
$2M25K0.61%Q2 202615
LPL Financial LLC
CIK 0001403438
$2M23K0.00%Q2 202616
Janney Montgomery Scott LLC
CIK 0001329948
$2M26K0.00%Q1 202617
First Growth Capital LLC
CIK 0002112081
$1M19K0.98%Q3 202618
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M18K0.00%Q2 202619
Walkner Condon Financial Advisors LLC
CIK 0001817494
$1M18K0.14%Q2 202620
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$1M16K0.38%Q2 2026
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