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

$65.29 -0.13 (-0.20%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF (NYSEARCA:MFUS)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$29.52M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$11.44M
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MFUS Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/8/2026 Williams & Novak LLC149,114$10.02M6.6%+1.9%3.452%
5/13/2026Cetera Investment Advisers36,233$2.12M0.0%+14.0%0.901%
5/4/2026 First Growth Capital LLC19,214$1.13M1.0%+1.3%0.478%
4/28/2026Walkner Condon Financial Advisors LLC14,306$836K0.1%+18.9%0.365%
4/22/2026Janney Montgomery Scott LLC25,790$1.51M0.0%+2.1%0.658%
4/17/2026 Baker Ellis Asset Management LLC228,668$13.36M1.6%+0.2%5.833%
2/19/2026 First Growth Capital LLC18,962$1.16M1.1%N/A0.510%
2/17/2026AQR Capital Management LLC9,560$541K0.0%N/A0.257%
2/17/2026Cetera Investment Advisers31,792$1.80M0.0%+17.4%0.855%
2/17/2026Osaic Holdings Inc.3,378$191K0.0%-4.8%0.091%
2/17/2026Royal Bank of Canada3,070$174K0.0%+446.3%0.083%
2/16/2026MML Investors Services LLC11,553$654K0.0%-15.8%0.311%
2/13/2026Wells Fargo & Company MN3,503$198K0.0%-72.8%0.094%
2/13/2026Schiavi & Co LLC1,271,790$72M22.8%-2.7%34.188%
2/12/2026Steward Partners Investment Advisory LLC7,109$402K0.0%+138.1%0.191%
2/11/2026Janney Montgomery Scott LLC25,271$1.43M0.0%-2.5%0.679%
2/11/2026LPL Financial LLC21,816$1.24M0.0%+8.0%0.586%
2/11/2026JPMorgan Chase & Co.85,228$4.83M0.0%-3.7%2.291%
2/10/2026Goldman Sachs Group Inc.80,189$4.54M0.0%+58.3%2.156%
2/9/2026Marshall Investment Management LLC153,634$8.70M4.4%-3.1%4.130%
2/5/2026 Williams & Novak LLC144,982$8.21M6.2%-1.0%3.897%
2/2/2026EQ Wealth Advisors LLC3,189$181K0.1%N/A0.086%
1/28/2026Geneos Wealth Management Inc.575$33K0.0%+101.8%0.015%
1/26/2026 Austin Wealth Management LLC604,125$34.91M5.2%+3.0%16.240%
1/23/2026 Mid American Wealth Advisory Group Inc.13,294$753K0.3%+11.2%0.357%
1/22/2026 Financial Consulate Inc.76,168$4.31M0.6%-21.5%2.048%
1/21/2026 Baker Ellis Asset Management LLC228,295$12.92M1.6%+0.7%6.137%
1/21/2026Walkner Condon Financial Advisors LLC12,033$681K0.1%+28.9%0.323%
1/1/2026JPMorgan Chase & Co.88,463$4.98M0.0%+66.8%2.378%
11/20/2025Caerus Investment Advisors LLC9,560$538K0.2%N/A0.257%
11/17/2025Marshall Investment Management LLC158,569$8.92M4.7%+3,528.6%4.263%
11/17/2025Citadel Advisors LLC83,183$4.68M0.0%N/A2.236%
11/14/2025Raymond James Financial Inc.28,210$1.59M0.0%-2.0%0.758%
11/12/2025Entrewealth LLC127,597$7.18M3.7%+11.9%3.430%
11/7/2025JPMorgan Chase & Co.88,463$4.98M0.0%+66.8%2.378%
11/5/2025 Austin Wealth Management LLC586,790$32.71M5.1%+1.0%15.774%
11/5/2025Moloney Securities Asset Management LLC45,758$2.57M0.3%+0.8%1.230%
11/5/2025Envestnet Asset Management Inc.13,717$772K0.0%+30.6%0.369%
11/3/2025Schiavi & Co LLC1,307,264$73.53M24.2%-2.1%35.142%
10/29/2025Walkner Condon Financial Advisors LLC9,335$525K0.1%N/A0.251%
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10/23/2025 Baker Ellis Asset Management LLC226,619$12.75M1.6%-0.9%6.092%
10/21/2025 Financial Consulate Inc.97,035$5.46M0.8%+52.7%2.608%
10/20/2025 Mid American Wealth Advisory Group Inc.11,956$672K0.3%+24.4%0.321%
9/4/2025Osaic Holdings Inc.3,549$190K0.0%-25.0%0.101%
8/14/2025Marshall Investment Management LLC4,370$234K1.1%-94.4%0.124%
8/12/2025Steward Partners Investment Advisory LLC1,849$99K0.0%N/A0.053%
8/12/2025JPMorgan Chase & Co.53,020$2.83M0.0%-26.6%1.506%
8/12/2025PKS Advisory Services LLC6,210$332K0.1%-3.1%0.176%
8/8/2025Cetera 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%
8/6/2025Entrewealth LLC114,060$6.10M4.2%+4.2%3.240%
8/1/2025Envestnet Asset Management Inc.10,500$561K0.0%-27.3%0.298%
7/31/2025Moloney 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%
7/28/2025EQ 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%
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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%


MFUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 34 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 ($72M), Austin Wealth Management LLC ($34.91M), Baker Ellis Asset Management LLC ($13.36M), Williams & Novak LLC ($10.02M), Marshall Investment Management LLC ($8.70M), Entrewealth LLC ($7.18M), and JPMorgan Chase & Co. ($4.83M).Learn more on PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF's institutional investors.

Of the 30 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: Marshall Investment Management LLC ($261.98K), Entrewealth LLC ($127.60K), Financial Consulate Inc. ($97.04K), Citadel Advisors LLC ($83.18K), JPMorgan Chase & Co. ($70.89K), Austin Wealth Management LLC ($60.92K), and Raymond James Financial Inc. ($57.23K).

Institutional investors have bought a total of 524,800 shares in the last 24 months. This purchase volume represents approximately $29.52M in transactions.

Of the 14 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 ($79.01K), Schiavi & Co LLC ($62.89K), JPMorgan Chase & Co. ($22.44K), Financial Consulate Inc. ($20.87K), Wells Fargo & Company MN ($9.39K), Envestnet Asset Management Inc. ($3.95K), and MML Investors Services LLC ($2.16K).

Institutional investors have sold a total of 207,778 shares in the last 24 months. This volume of shares sold represents approximately $11.44M in transactions.


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This page (NYSEARCA:MFUS) was last updated on 7/25/2026 by MarketBeat.com Staff.
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