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

PIMCO EQUITY SER

35 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 72202L363·35 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$193M
visible holders
Holders
35
filers reporting
Concentration
39.41%
Schiavi & Co LLC #1
top holder share
AI Holders Summary · Q1 2026

35 institutions reported MFUS in Q1 2026. Schiavi & Co LLC leads at 39.4% 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
$76M1.3M22.59%Q1 202602
Austin Wealth Management, LLC
CIK 0002003112
$29M447K6.12%Q2 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
$10M149K6.62%Q2 202607
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$9M139K2.36%Q2 202608
ENTREWEALTH, LLC
CIK 0002052200
$8M144K3.77%Q1 202609
GOLDMAN SACHS GROUP INC
CIK 0000886982
$3M48K0.00%Q1 202610
JPMORGAN CHASE & CO
CIK 0000019617
$3M49K0.00%Q1 202611
Moloney Securities Asset Management, LLC
CIK 0001697934
$3M46K0.31%Q3 202512
Cetera Investment Advisers
CIK 0001666741
$2M36K0.00%Q1 202613
SFG Wealth Management, LLC.
CIK 0001908914
$2M25K0.61%Q2 202614
CITADEL ADVISORS LLC
CIK 0001423053
$2M29K0.00%Q4 202515
Janney Montgomery Scott LLC
CIK 0001329948
$2M26K0.00%Q1 202616
LPL Financial LLC
CIK 0001403438
$1M22K0.00%Q1 202617
First Growth Capital LLC
CIK 0002112081
$1M19K0.95%Q2 202618
Mid-American Wealth Advisory Group, Inc.
CIK 0001911264
$1M16K0.38%Q2 202619
Walkner Condon Financial Advisors LLC
CIK 0001817494
$836K14K0.11%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$573K10K0.00%Q1 2026
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