Who Owns PIMCO EQUITY SER (MFDX)? -- Institutional Holders (2026-06-30)
63 institutions reported holding $381.5M of PIMCO EQUITY SER (MFDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Schiavi & Co LLC ($131.6M), FINANCIAL CONSULATE, INC ($71.0M), Stratos Investment Management, LLC ($54.4M), Mariner, LLC ($36.2M), LPL Financial LLC ($13.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Schiavi & Co LLC | $131.6M | 3.2M | Added |
| 2 | FINANCIAL CONSULATE, INC | $71.0M | 1.7M | Added |
| 3 | Stratos Investment Management, LLC | $54.4M | 1.3M | Added |
| 4 | Mariner, LLC | $36.2M | 868,899 | Trimmed |
| 5 | LPL Financial LLC | $13.7M | 329,022 | Added |
| 6 | Austin Wealth Management, LLC | $8.7M | 211,092 | Added |
| 7 | IFC Advisors LLC | $6.9M | 164,779 | Trimmed |
| 8 | WELLS FARGO & COMPANY/MN | $6.7M | 160,599 | Added |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.6M | 158,832 | Added |
| 10 | JPMORGAN CHASE & CO | $4.4M | 106,305 | Added |
| 11 | EVOLVE PRIVATE WEALTH, LLC | $4.3M | 104,286 | Hold |
| 12 | Janney Montgomery Scott LLC | $3.2M | 77,401 | Added |
| 13 | Williams & Novak, LLC | $3.0M | 72,500 | Added |
| 14 | ENTREWEALTH, LLC | $3.0M | 70,741 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.7M | 64,491 | Added |
| 16 | Stratos Wealth Partners, LTD. | $2.3M | 56,266 | Added |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.8M | 42,844 | Trimmed |
| 18 | Walkner Condon Financial Advisors LLC | $1.5M | 36,725 | Added |
| 19 | McAdam, LLC | $1.5M | 36,650 | Trimmed |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 33,856 | Added |
| 21 | Operose Advisors LLC | $1.4M | 32,708 | Added |
| 22 | JANE STREET GROUP, LLC | $1.3M | 32,135 | Trimmed |
| 23 | MML INVESTORS SERVICES, LLC | $1.3M | 31,504 | Added |
| 24 | CITADEL ADVISORS LLC | $1.1M | 25,981 | New |
| 25 | Private Advisor Group, LLC | $1.0M | 24,039 | Added |
Source: SEC Form 13F filings · as of 2026-06-30