Go Pro
→ The cat is out the bag (From Porter & Company) (Ad)tc pixel Free MFUS Stock Alerts

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

$67.44 -0.04 (-0.06%)
As of 01:51 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)
23
Total
Institutional Inflows
(last 12 months)
$27.88M
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
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%
2/17/2026AQR Capital Management LLC9,560$541K0.0%N/A0.257%
2/17/2026 Cetera Investment Advisers31,792$1.80M0.0%+17.4%0.855%
2/17/2026Osaic Holdings Inc.3,378$191K0.0%-4.8%0.091%
2/17/2026Royal Bank of Canada3,070$174K0.0%+446.3%0.083%
2/16/2026 MML Investors Services LLC11,553$654K0.0%-15.8%0.311%
2/13/2026Wells Fargo & Company MN3,503$198K0.0%-72.8%0.094%
2/13/2026 Schiavi & Co LLC1,271,790$72M22.8%-2.7%34.188%
2/12/2026Steward Partners Investment Advisory LLC7,109$402K0.0%+138.1%0.191%
2/11/2026 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%
2/10/2026Goldman 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%
2/2/2026 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%
11/20/2025Caerus 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%
11/7/2025 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%
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%
Gold buyout deals have handed shareholders overnight gains up to 79 percent (Ad)

Gold major acquisitions have repriced junior miners overnight, with past deals delivering gains from 40% to 1,228.6% for shareholders of companies like G2 Goldfields, Loncor Gold, and Rupert Resources. Analyst Garrett Goggin, CFA, CMT, tracks which small miners hold the grade, cash flow, and assets that attract buyout interest from major producers. One quarter of his tracked portfolio has already been acquired as the gold bull market's M and A phase accelerates.tc pixel

See Garrett Goggin's top three potential gold buyout targets now
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%
8/12/2025 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%
8/6/2025Entrewealth 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%
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%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
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), Raymond James Financial Inc. ($57.23K), and Austin Wealth Management LLC ($57.19K).

Institutional investors have bought a total of 494,171 shares in the last 24 months. This purchase volume represents approximately $27.88M 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 7/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Trump’s New Currency Reset
Trump is launching a new $250 bill - but that may be a distraction. Behind the scenes, Executive Order 14241 i...
Porter & Company | Sponsoredtc pixel
Central banks bought 710 tonnes - this fund pays monthly
Gold is hitting new highs, fueled by tariffs and record central bank demand - 710 tonnes per quarter. JPMorgan...
Investors Alley | 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
Gold buyout deals have handed shareholders overnight gains up to 79 percent
Gold major acquisitions have repriced junior miners overnight, with past deals delivering gains from 40% to 1,...
Golden Portfolio | Sponsoredtc pixel
Who Really Gets Rich from IPOs?
Peter Thiel turned a $500,000 stake in Meta into nearly $1 billion by investing eight years before its IPO. Tr...
Weiss Ratings | Sponsoredtc pixel
How a rare metal shortage sent gains up 2512 percent
In 2010, a rare earth metal called dysprosium surged 2,512 percent in two and a half years after China cut exp...
Awesomely | Sponsoredtc pixel
$100 for this… $500 for that. Here’s how to stop the bleeding today
Rising costs are squeezing households nationwide. USA Today reports more families are moving in together, whil...
Brownstone Research | Sponsoredtc pixel