Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free MFUS Stock Alerts

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

$66.46 +0.27 (+0.41%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$30.76M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$6.19M
Get MFUS Insider Trade Alerts

Want to know when executives and insiders are buying or selling PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

MFUS Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/23/2026 SFG Wealth Management LLC.25,460$1.71M0.6%N/A0.563%
8/23/2026 Operose Advisors LLC15,114$1.02M0.2%N/A0.334%
8/23/2026 Mid American Wealth Advisory Group Inc.15,609$1.05M0.4%+17.4%0.345%
7/8/2026 Williams & Novak LLC149,114$10.02M6.6%+1.9%3.452%
5/13/2026 Cetera 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%
4/28/2026 Walkner Condon Financial Advisors LLC14,306$836K0.1%+18.9%0.365%
4/22/2026 Janney 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%
2/17/2026 AQR Capital Management LLC9,560$541K0.0%N/A0.257%
2/17/2026 Cetera Investment Advisers31,792$1.80M0.0%+17.4%0.855%
2/17/2026 Osaic Holdings Inc.3,378$191K0.0%-4.8%0.091%
2/17/2026 Royal Bank of Canada3,070$174K0.0%+446.3%0.083%
2/16/2026 MML Investors Services LLC11,553$654K0.0%-15.8%0.311%
2/13/2026 Wells Fargo & Company MN3,503$198K0.0%-72.8%0.094%
2/13/2026 Schiavi & Co LLC1,271,790$72M22.8%-2.7%34.188%
2/12/2026 Steward Partners Investment Advisory LLC7,109$402K0.0%+138.1%0.191%
2/11/2026 Janney Montgomery Scott LLC25,271$1.43M0.0%-2.5%0.679%
2/11/2026 LPL Financial LLC21,816$1.24M0.0%+8.0%0.586%
2/11/2026 JPMorgan Chase & Co.85,228$4.83M0.0%-3.7%2.291%
2/10/2026 Goldman Sachs Group Inc.80,189$4.54M0.0%+58.3%2.156%
2/9/2026 Marshall 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%
2/2/2026 EQ Wealth Advisors LLC3,189$181K0.1%N/A0.086%
1/28/2026 Geneos 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%
1/21/2026 Walkner Condon Financial Advisors LLC12,033$681K0.1%+28.9%0.323%
1/1/2026 JPMorgan Chase & Co.88,463$4.98M0.0%+66.8%2.378%
11/20/2025 Caerus Investment Advisors LLC9,560$538K0.2%N/A0.257%
11/17/2025 Marshall Investment Management LLC158,569$8.92M4.7%+3,528.6%4.263%
11/17/2025 Citadel Advisors LLC83,183$4.68M0.0%N/A2.236%
11/14/2025 Raymond James Financial Inc.28,210$1.59M0.0%-2.0%0.758%
11/12/2025 Entrewealth LLC127,597$7.18M3.7%+11.9%3.430%
11/7/2025 JPMorgan 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%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
11/5/2025 Envestnet Asset Management Inc.13,717$772K0.0%+30.6%0.369%
11/3/2025 Schiavi & Co LLC1,307,264$73.53M24.2%-2.1%35.142%
10/29/2025 Walkner Condon Financial Advisors LLC9,335$525K0.1%N/A0.251%
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%
9/4/2025 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%
7/31/2025Moloney 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%
7/28/2025 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%


MFUS Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 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 32 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), Raymond James Financial Inc. ($57.23K), and Austin Wealth Management LLC ($57.19K).

Institutional investors have bought a total of 537,060 shares in the last 24 months. This purchase volume represents approximately $30.76M in transactions.

Of the 11 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: Schiavi & Co LLC ($62.89K), Financial Consulate Inc. ($20.87K), Wells Fargo & Company MN ($9.39K), Marshall Investment Management LLC ($4.94K), JPMorgan Chase & Co. ($3.24K), MML Investors Services LLC ($2.16K), and Baker Ellis Asset Management LLC ($2.00K).

Institutional investors have sold a total of 109,517 shares in the last 24 months. This volume of shares sold represents approximately $6.19M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MFUS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/23/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
The $15 Gold Fund That Pays Up to $1,152/Month
Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying...
Investors Alley | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
These gold assets are priced for $1,800 gold [it's over $4,000]
Gold's major miners are generating record free cash flow, with margins as high as 75 percent even after gold's...
Golden Portfolio | Sponsoredtc pixel
Your withdrawal order could cost you in taxes
If you have $2M or more saved, the 4% rule points to roughly $92,000 a year - but it's a single-variable answe...
SmartAsset | Sponsoredtc pixel