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Pimco Rafi Dynamic Multi-Fac (MFUS)

CUSIP: 72202L363 | NYSE | 74 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Financial Consulate, Inc272,172
2.0% of portfolio›$17.6M
Baker Ellis Asset Management LLC237,185
1.7% of portfolio›$15.4M
Williams & Novak Wealth Management, LLC168,519
6.5% of portfolio›$10.9M
Entrewealth, LLC158,732
3.7% of portfolio›$10.3M
Walled Lake Planning & Wealth Management, LLC153,700
2.4% of portfolio›$10.0M
SFG Wealth Management, Llc.30,984
0.7% of portfolio›$2.0M
Mid-American Wealth Advisory Group, Inc.19,090
0.4% of portfolio›$1.2M
First Growth Capital LLC18,789
1.0% of portfolio›$1.2M
Walkner Condon Financial Advisors LLC18,473
0.1% of portfolio›$1.2M
Commonwealth Equity Services, LLC10,149
0.0% of portfolio›$657.8K
McKinley Carter Wealth Services, Inc.3,756
0.0% of portfolio›$243.4K
StyleTurnoverLocationFiled
Financial Consulate, Inc
272,172$17.6M2.0%ETFLowHunt Valley, MD2026-10-23
Baker Ellis Asset Management LLC
237,185$15.4M1.7%GARPVery LowVancouver, WA2026-10-14
Williams & Novak Wealth Management, LLC
168,519$10.9M6.5%ETFMediumWestlake Village, CA2026-10-09
Entrewealth, LLC
158,732$10.3M3.7%ETFLowAustin, TX2026-10-14
Walled Lake Planning & Wealth Management, LLC
153,700$10.0M2.4%ETFLowHighland Park, IL2026-10-29
SFG Wealth Management, Llc.
30,984$2.0M0.7%ETFMediumTowson, MD2026-10-23
Mid-American Wealth Advisory Group, Inc.
19,090$1.2M0.4%ETFMediumKansas City, MO2026-10-21
First Growth Capital LLC
18,789$1.2M1.0%GrowthLowPikesville, MD2026-10-15
Walkner Condon Financial Advisors LLC
18,473$1.2M0.1%ETFLowVerona, WI2026-11-02
Commonwealth Equity Services, LLC
10,149$657.8K0.0%ETFLowWaltham, MA2026-11-02
McKinley Carter Wealth Services, Inc.
3,756$243.4K0.0%ETFMediumWheeling, WV2026-10-16