Who Owns PIMCO EQUITY SER (MFUS)? -- Institutional Holders (2026-06-30)
38 institutions reported holding $233.8M of PIMCO EQUITY SER (MFUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Schiavi & Co LLC ($90.9M), Austin Wealth Management, LLC ($29.0M), FINANCIAL CONSULATE, INC ($18.5M), Baker Ellis Asset Management LLC ($16.3M), MARSHALL INVESTMENT MANAGEMENT, LLC ($12.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Schiavi & Co LLC | $90.9M | 1.4M | Added |
| 2 | Austin Wealth Management, LLC | $29.0M | 446,808 | Trimmed |
| 3 | FINANCIAL CONSULATE, INC | $18.5M | 276,018 | Added |
| 4 | Baker Ellis Asset Management LLC | $16.3M | 242,122 | Added |
| 5 | MARSHALL INVESTMENT MANAGEMENT, LLC | $12.4M | 184,309 | Trimmed |
| 6 | ENTREWEALTH, LLC | $10.1M | 152,070 | Added |
| 7 | Williams & Novak, LLC | $10.0M | 149,114 | Added |
| 8 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $9.3M | 139,119 | New |
| 9 | WELLS FARGO & COMPANY/MN | $6.8M | 101,561 | Added |
| 10 | JPMORGAN CHASE & CO | $6.8M | 101,082 | Added |
| 11 | CITADEL ADVISORS LLC | $4.5M | 67,694 | Added |
| 12 | Cetera Investment Advisers | $3.1M | 46,819 | Added |
| 13 | SFG Wealth Management, LLC. | $1.7M | 25,460 | New |
| 14 | LPL Financial LLC | $1.6M | 23,476 | Added |
| 15 | Janney Montgomery Scott LLC | $1.5M | 22,531 | Trimmed |
| 16 | First Growth Capital LLC | $1.2M | 18,599 | Trimmed |
| 17 | GOLDMAN SACHS GROUP INC | $1.2M | 17,797 | Trimmed |
| 18 | Walkner Condon Financial Advisors LLC | $1.2M | 17,728 | Added |
| 19 | Mid-American Wealth Advisory Group, Inc. | $1.0M | 15,609 | Added |
| 20 | Operose Advisors LLC | $1.0M | 15,114 | New |
| 21 | Caerus Investment Advisors, LLC | $763,992 | 11,374 | Added |
| 22 | AQR CAPITAL MANAGEMENT LLC | $763,992 | 11,374 | Added |
| 23 | MML INVESTORS SERVICES, LLC | $653,266 | 9,726 | New |
| 24 | ENVESTNET ASSET MANAGEMENT INC | $651,251 | 9,696 | Trimmed |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | $645,510 | 9,610 | Added |
Source: SEC Form 13F filings · as of 2026-06-30