PIMCO RAFI DYNAMIC MULTI-FAC MFDX
$41.49
+1.1% 52w: $33.28 – $42.25
Latest 13F among current holders filed 34 days ago (Jun 1, 2026)
Price — last 12 months
research preview data33.2837.7742.25
Jun 20, 2025 Jul 2, 2026
Institutional holders
60
+7 QoQ
13F value
$354.9M
+2.6% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MFDX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Schiavi & Co LLC | Wealth advisor | 3.1M | $123.5M | 36.7% | +2.2% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 1.7M | $67.2M | 8.4% | +1.0% |
| Stratos Investment Management, LLC | Wealth advisor | 1.3M | $51.5M | 2.1% | +0.1% |
| Mariner, LLC | Diversified mechanical | 874.6K | $34.8M | 0.0% | -4.1% |
| LPL Financial LLC | Bank broker | 319.1K | $12.7M | 0.0% | +15.8% |
| Austin Wealth Management, LLC | Wealth advisor | 208.6K | $8.4M | 1.9% | -25.1% |
| IFC Advisors LLC | Wealth advisor | 166.0K | $6.6M | 0.9% | -5.7% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 148.2K | $5.9M | 0.0% | -3.5% |
| EVOLVE PRIVATE WEALTH, LLC | Other | 104.3K | $4.2M | 0.2% | -2.8% |
| Janney Montgomery Scott LLC | Diversified mechanical | 77.1K | $3.1M | 0.0% | -2.1% |
| JANE STREET GROUP, LLC | Market maker | 76.0K | $3.0M | 0.0% | +28.0% |
| WELLS FARGO & COMPANY/MN | Bank broker | 69.1K | $2.8M | 0.0% | +21.1% |
| Williams & Novak, LLC | Wealth advisor | 67.9K | $2.7M | 2.0% | +5.6% |
| ENTREWEALTH, LLC | Wealth advisor | 64.2K | $2.6M | 1.1% | +2.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 62.6K | $2.5M | 0.0% | -4.6% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 59.4K | $2.4M | 0.0% | -55.4% |
| Merit Financial Group, LLC | Wealth advisor | 51.7K | $2.1M | 0.0% | -10.6% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 50.6K | $2.0M | 0.0% | +27.4% |
| McAdam, LLC | Wealth advisor | 38.9K | $1.5M | 0.1% | -7.7% |
| JPMORGAN CHASE & CO | Bank broker | 38.0K | $1.5M | 0.0% | -71.3% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 36.4K | $1.5M | 0.2% | +4.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 28.8K | $1.1M | 0.0% | +61.8% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | Diversified mechanical | 27.9K | $1.1M | 0.0% | +99.9% |
| BKM Wealth Management, LLC | Wealth advisor | 26.9K | $1.1M | 0.4% | +2.7% |
| MATHER GROUP, LLC. | Wealth advisor | 24.7K | $984K | 0.0% | New |
| Sovran Advisors, LLC | Wealth advisor | 19.7K | $817K | 0.1% | -11.0% |
| Caerus Investment Advisors, LLC | Other | 16.9K | $672K | 0.3% | Held |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 16.9K | $672K | 0.0% | -2.8% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 15.9K | $634K | 0.0% | -7.7% |
| Redwood Financial Network Corp | Wealth advisor | 14.3K | $569K | 0.4% | -1.0% |
| Riverbend Wealth Management, LLC | Wealth advisor | 14.0K | $557K | 0.3% | +1.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 11.3K | $451K | 0.0% | +16.2% |
| L & S Advisors Inc | Other | 9.6K | $383K | 0.0% | Held |
| EQ WEALTH ADVISORS, LLC | Wealth advisor | 9.4K | $376K | 0.2% | 0.0% |
| JT Stratford LLC | Wealth advisor | 8.5K | $339K | 0.0% | -2.7% |
| Private Advisor Group, LLC | Wealth advisor | 8.0K | $320K | 0.0% | -19.8% |
| Operose Advisors LLC | Wealth advisor | 7.2K | $287K | 0.1% | Held |
| Cetera Investment Advisers | Wealth advisor | 6.3K | $251K | 0.0% | New |
| Creative Planning | Wealth advisor | 6.2K | $248K | 0.0% | New |
| FARMERS & MERCHANTS INVESTMENTS INC | Diversified mechanical | 6.0K | $239K | 0.0% | Held |
| StoneX Group Inc. | Wealth advisor | 5.7K | $227K | 0.0% | -20.9% |
| Foundations Investment Advisors, LLC | Wealth advisor | 5.6K | $224K | 0.0% | 0.0% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 5.2K | $207K | 0.0% | New |
| Advisory Services Network, LLC | Diversified mechanical | 4.4K | $175K | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 4.1K | $165K | 0.0% | -4.2% |
| Capital Advisors, Ltd. LLC | Wealth advisor | 3.2K | $127K | 0.0% | +17.4% |
| WEBSTER BANK, N. A. | Other | 2.2K | $88K | 0.0% | New |
| Allworth Financial LP | Wealth advisor | 2.1K | $83K | 0.0% | Held |
| FMR LLC | Long only active | 1.7K | $66K | 0.0% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 1.6K | $64K | 0.0% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.