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PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (MFUS) Institutional Ownership

$55.99 +0.14 (+0.25%)
As of 09/18/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (NYSEARCA:MFUS)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$28.43M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$10.71M
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MFUS Institutional Buying and Selling by Quarter

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.3,549$190K0.0%-25.0%0.101%
8/14/2025 Marshall Investment Management LLC4,370$234K1.1%-94.4%0.124%
8/12/2025 Steward Partners Investment Advisory LLC1,849$99K0.0%N/A0.053%
8/12/2025 JPMorgan Chase & Co.53,020$2.83M0.0%-26.6%1.506%
8/12/2025 PKS Advisory Services LLC6,210$332K0.1%-3.1%0.176%
8/8/2025 Cetera Investment Advisers28,545$1.53M0.0%+27.3%0.811%
8/8/2025 Austin Wealth Management LLC580,913$30.88M5.5%+2.4%16.503%
8/6/2025 Entrewealth LLC114,060$6.10M4.2%+4.2%3.240%
8/1/2025 Envestnet Asset Management Inc.10,500$561K0.0%-27.3%0.298%
7/31/2025 Moloney Securities Asset Management LLC45,375$2.43M0.3%-1.8%1.289%
7/30/2025 Mid American Wealth Advisory Group Inc.9,610$514K0.2%+73.0%0.273%
7/28/2025 EQ Wealth Advisors LLC3,188$170K0.1%+7.6%0.091%
7/24/2025 Williams & Novak LLC146,331$7.82M6.7%+1.7%4.157%
7/18/2025 Financial Consulate Inc.63,537$3.40M0.7%N/A1.805%
7/8/2025 Baker Ellis Asset Management LLC228,618$12.22M1.7%-0.3%6.685%
5/16/2025Goldman Sachs Group Inc.54,234$2.72M0.0%+30.0%1.586%
5/16/2025Integrated Wealth Concepts LLC7,973$400K0.0%+8.2%0.233%
5/15/2025Royal Bank of Canada22,975$1.15M0.0%+382,816.7%0.672%
5/14/2025Entrewealth LLC109,449$5.50M4.2%+4.1%3.200%
5/14/2025PKS Advisory Services LLC6,409$322K0.1%-59.8%0.187%
5/8/2025Schiavi & Co LLC1,341,467$67.37M24.7%-1.5%39.224%
5/8/2025Marshall Investment Management LLC78,445$3.94M2.4%-27.2%2.294%
5/6/2025Cetera Investment Advisers22,426$1.13M0.0%+14.0%0.656%
5/1/2025Austin Wealth Management LLC567,144$27.53M5.5%+0.8%16.583%
4/30/2025Moloney Securities Asset Management LLC46,205$2.32M0.3%-1.1%1.351%
4/29/2025Envestnet Asset Management Inc.14,450$726K0.0%-12.0%0.423%
4/23/2025EQ Wealth Advisors LLC2,962$149K0.1%N/A0.087%
4/15/2025Baker Ellis Asset Management LLC229,198$11.51M1.7%-1.0%6.702%
4/9/2025Mid American Wealth Advisory Group Inc.5,555$279K0.1%N/A0.162%
2/18/2025Sunbelt Securities Inc.849$42K0.0%+55.8%0.027%
2/17/2025Quantinno Capital Management LP5,693$282K0.0%-29.9%0.182%
2/17/2025Cetera Investment Advisers19,677$976K0.0%+35.6%0.631%
2/14/2025Integrated Wealth Concepts LLC7,371$366K0.0%+55.2%0.236%
2/14/2025Susquehanna International Group LLP39,145$1.94M0.0%-18.2%1.255%
2/13/2025Capital Square LLC19,604$1.02M0.6%+70.3%0.628%
2/13/2025Schiavi & Co LLC1,361,835$67.53M26.4%+2.6%43.649%
2/13/2025Raymond James Financial Inc.28,616$1.42M0.0%N/A0.917%
2/12/2025JPMorgan Chase & Co.25,229$1.25M0.0%-19.6%0.809%
2/12/2025PKS Advisory Services LLC15,938$790K0.2%N/A0.511%
2/10/2025Entrewealth LLC105,161$5.27M4.9%N/A3.371%
2/10/2025Austin Wealth Management LLC562,707$28.61M5.9%-0.2%18.035%
2/6/2025Raymond James Financial Inc.28,616$1.42M0.0%N/A0.917%
2/4/2025Marshall Investment Management LLC107,778$5.40M3.2%N/A3.454%
1/28/2025Moloney Securities Asset Management LLC46,737$2.32M0.3%+1.3%1.498%
1/23/2025Williams & Novak LLC135,145$6.70M6.5%+0.3%4.332%
1/17/2025Janney Montgomery Scott LLC17,013$844K0.0%N/A0.545%
1/17/2025Baker Ellis Asset Management LLC231,578$11.48M1.7%+7.4%7.422%
12/26/2024JPMorgan Chase & Co.31,386$1.59M0.0%-35.9%1.006%
11/15/2024MML Investors Services LLC16,393$829K0.0%-17.5%0.525%
11/15/2024Quantinno Capital Management LP8,117$411K0.0%N/A0.260%
11/15/2024Integrated Wealth Concepts LLC4,749$240K0.0%N/A0.152%
11/13/2024Capital Square LLC11,509$582K0.4%N/A0.369%
10/30/2024Moloney Securities Asset Management LLC46,115$2.33M0.3%-1.2%1.478%
10/28/2024Austin Wealth Management LLC563,788$28.16M6.2%+2.9%18.070%
10/8/2024Williams & Novak LLC134,707$6.82M6.4%-1.9%4.318%
8/8/2024Schiavi & Co LLC1,313,907$62.30M24.4%-1.4%42.112%
7/31/2024Austin Wealth Management LLC548,021$26.33M6.2%+0.7%17.565%
7/12/2024Williams & Novak LLC137,361$6.51M6.1%-1.5%4.403%
7/9/2024Baker Ellis Asset Management LLC220,307$10.45M1.6%+0.5%7.061%
5/23/2024Austin Wealth Management LLC544,283$25.35M6.3%+0.0%17.445%
5/2/2024Moloney Securities Asset Management LLC46,836$2.21M0.3%-4.5%1.455%
4/23/2024Raymond James Financial Services Advisors Inc.29,526$1.39M0.0%+24.6%0.946%
4/17/2024Baker Ellis Asset Management LLC219,104$10.34M1.5%+6.3%7.023%
4/12/2024Dynamic Advisor Solutions LLC137,231$6.47M0.2%+0.2%4.398%
2/21/2024Austin Wealth Management LLC544,033$24.12M6.5%+0.8%16.895%
2/8/2024Schiavi & Co LLC1,334,911$55.91M23.2%-7.0%41.457%
1/26/2024Williams & Novak LLC139,484$5.84M6.6%N/A4.332%
1/23/2024Baker Ellis Asset Management LLC206,060$8.63M1.4%-2.3%6.399%
1/16/2024Raymond James Financial Services Advisors Inc.23,696$992K0.0%N/A0.736%
1/11/2024Dynamic Advisor Solutions LLC136,896$5.67M0.2%-7.4%4.251%
12/5/2023Austin Wealth Management LLC539,716$21.35M6.6%N/A16.761%
11/1/2023Orion Portfolio Solutions LLC22,351$857K0.0%-50.0%0.694%
10/27/2023Schiavi & Co LLC1,435,354$55.04M23.3%+0.1%44.576%
10/24/2023Baker Ellis Asset Management LLC211,010$8.09M1.5%-0.7%6.553%
10/24/2023Cambridge Investment Research Advisors Inc.50,092$1.92M0.0%-25.1%1.556%
10/11/2023Dynamic Advisor Solutions LLC147,801$5.67M0.3%+5.3%4.590%
8/9/2023Baker Ellis Asset Management LLC212,494$8.39M1.4%+0.3%6.599%
8/7/2023Schiavi & Co LLC1,434,587$56.62M23.5%+2.7%44.552%
8/3/2023Dynamic Advisor Solutions LLC140,299$5.54M0.3%N/A4.357%
7/13/2023Cambridge Investment Research Advisors Inc.66,881$2.64M0.0%-66.9%2.077%
5/12/2023Moloney Securities Asset Management LLC45,276$1.73M0.3%-2.7%1.406%
5/11/2023Cambridge Investment Research Advisors Inc.202,322$7.74M0.0%-25.1%6.283%
5/8/2023Baker Ellis Asset Management LLC211,841$8.11M1.5%+4.2%6.579%
5/3/2023Schiavi & Co LLC1,396,198$53.44M23.1%+7.9%43.360%
2/13/2023Atria Wealth Solutions Inc.125,685$4.82M0.1%+7.2%4.162%
2/10/2023Schiavi & Co LLC1,293,484$49.30M31.3%-1.2%42.831%
2/9/2023Baker Ellis Asset Management LLC203,236$7.75M1.5%-3.3%6.730%
2/8/2023Cambridge Investment Research Advisors Inc.270,088$10.30M0.1%+80.5%8.943%
2/7/2023IFP Advisors Inc8,925$252K0.0%+50.0%0.296%
1/30/2023Moloney Securities Asset Management LLC46,555$1.77M0.4%-0.6%1.542%
11/15/2022Baker Ellis Asset Management LLC210,076$7.19M1.6%+4.0%7.194%
11/8/2022Schiavi & Co LLC1,308,611$44.79M32.4%+0.6%44.815%
11/1/2022Brinker Capital Investments LLC22,351$765K0.0%N/A0.765%
10/31/2022Moloney Securities Asset Management LLC46,828$1.60M0.4%-3.2%1.604%
10/17/2022Cambridge Investment Research Advisors Inc.149,672$5.12M0.0%+81.9%5.126%
8/15/2022Atria Wealth Solutions Inc.71,699$2.60M0.0%+562.3%2.636%
8/10/2022Schiavi & Co LLC1,300,394$47.07M34.7%+4.1%47.809%
8/3/2022Moloney Securities Asset Management LLC48,381$1.75M0.4%-0.9%1.847%
7/22/2022Baker Ellis Asset Management LLC201,956$7.31M1.5%+5.2%7.708%
7/13/2022Cambridge Investment Research Advisors Inc.82,286$2.98M0.0%N/A3.141%
(Data available from 1/1/2016 forward)

MFUS Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MFUS shares?

During the previous two years, 30 institutional investors and hedge funds held shares of PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF. The most heavily invested institutionals were Schiavi & Co LLC ($67.37M), Austin Wealth Management LLC ($30.88M), Baker Ellis Asset Management LLC ($12.22M), Williams & Novak LLC ($7.82M), Dynamic Advisor Solutions LLC ($6.47M), Entrewealth LLC ($6.10M), and Financial Consulate Inc. ($3.40M).Learn more on PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF's institutional investors.

Which institutional investors have been buying PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF's stock?

Of the 23 institutional investors that purchased PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Austin Wealth Management LLC ($581.99K), Williams & Novak LLC ($142.41K), Entrewealth LLC ($114.06K), Marshall Investment Management LLC ($107.78K), Financial Consulate Inc. ($63.54K), Raymond James Financial Inc. ($57.23K), and Schiavi & Co LLC ($35.82K).

How much institutional buying is happening at PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF?

Institutional investors have bought a total of 564,218 shares in the last 24 months. This purchase volume represents approximately $28.43M in transactions.

Which of PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Marshall Investment Management LLC ($103.41K), JPMorgan Chase & Co. ($42.96K), Schiavi & Co LLC ($20.37K), PKS Advisory Services LLC ($9.73K), Susquehanna International Group LLP ($8.72K), Envestnet Asset Management Inc. ($5.92K), and MML Investors Services LLC ($3.49K).

How much institutional selling is happening at PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF?

Institutional investors have sold a total of 206,804 shares in the last 24 months. This volume of shares sold represents approximately $10.71M in transactions.



This page (NYSEARCA:MFUS) was last updated on 9/19/2025 by MarketBeat.com Staff
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