PIMCO RAFI DYNAMIC MULTI-FAC MFUS
$65.71
-0.5% 52w: $50.97 – $66.95
Latest 13F among current holders filed 34 days ago (Jun 1, 2026)
Price — last 12 months
research preview data50.9758.9666.95
Jun 20, 2025 Jul 2, 2026
Institutional holders
32
+1 QoQ
13F value
$178.7M
+3.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns MFUS?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Schiavi & Co LLC | Wealth advisor | 1.3M | $76.1M | 22.6% | +2.5% |
| Austin Wealth Management, LLC | Wealth advisor | 448.5K | $26.4M | 6.0% | -25.8% |
| FINANCIAL CONSULATE, INC | Wealth advisor | 263.5K | $15.4M | 1.9% | +245.9% |
| Baker Ellis Asset Management LLC | Other | 228.7K | $13.4M | 1.6% | +0.2% |
| MARSHALL INVESTMENT MANAGEMENT, LLC | Wealth advisor | 194.5K | $11.4M | 5.4% | +26.6% |
| Williams & Novak, LLC | Wealth advisor | 146.3K | $8.6M | 6.4% | +0.9% |
| ENTREWEALTH, LLC | Wealth advisor | 144.1K | $8.4M | 3.8% | +2.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 47.8K | $2.8M | 0.0% | -40.3% |
| JPMORGAN CHASE & CO | Bank broker | 48.7K | $2.8M | 0.0% | -42.8% |
| CITADEL ADVISORS LLC | Multistrat pod | 38.4K | $2.2M | 0.0% | +30.3% |
| Cetera Investment Advisers | Wealth advisor | 36.2K | $2.1M | 0.0% | +14.0% |
| Janney Montgomery Scott LLC | Diversified mechanical | 25.8K | $1.5M | 0.0% | +2.1% |
| LPL Financial LLC | Bank broker | 21.8K | $1.3M | 0.0% | 0.0% |
| First Growth Capital LLC | Other | 19.2K | $1.1M | 1.0% | +1.3% |
| Walkner Condon Financial Advisors LLC | Wealth advisor | 14.3K | $836K | 0.1% | +18.9% |
| Mid-American Wealth Advisory Group, Inc. | Wealth advisor | 13.3K | $753K | 0.3% | Held |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 9.8K | $573K | 0.0% | -14.8% |
| Caerus Investment Advisors, LLC | Other | 9.6K | $558K | 0.2% | Held |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 9.6K | $558K | 0.0% | Held |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 8.4K | $488K | 0.0% | -68.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 7.9K | $464K | 0.0% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 7.9K | $461K | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.1K | $182K | 0.0% | -11.0% |
| FMR LLC | Long only active | 2.7K | $160K | 0.0% | +23.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 1.5K | $85K | 0.0% | -56.7% |
| Sunbelt Securities, Inc. | Diversified mechanical | 728 | $42K | 0.0% | +0.1% |
| Geneos Wealth Management Inc. | Wealth advisor | 553 | $32K | 0.0% | -3.8% |
| MORGAN STANLEY | Bank broker | 171 | $10K | 0.0% | Held |
| Advisory Services Network, LLC | Diversified mechanical | 136 | $8K | 0.0% | New |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 95 | $6K | 0.0% | -98.7% |
| Blue Trust, Inc. | Wealth advisor | 35 | $2K | 0.0% | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 17 | $993 | 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.