Pimco Rafi Dynamic Multi-Fac (MFDX)

CUSIP: 72202L371 | NYSE | 106 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Financial Consulate, Inc1,694,433

7.8% of portfolio$70.2M

Williams & Novak Wealth Management, LLC91,489

2.2% of portfolio$3.8M

Entrewealth, LLC74,654

1.1% of portfolio$3.1M

McAdam, LLC34,031

0.1% of portfolio$1.4M

Walkner Condon Financial Advisors LLC31,980

0.1% of portfolio$1.3M

BKM Wealth Management, LLC30,583

0.4% of portfolio$1.3M

Mather Group, Llc.24,706

0.0% of portfolio$1.0M

Magnus Financial Group LLC16,709

0.0% of portfolio$691.8K

Sovran Advisors, LLC14,773

0.0% of portfolio$610.7K

Riverbend Wealth Management, LLC14,354

0.3% of portfolio$594.3K

Redwood Financial Network Corp13,272

0.3% of portfolio$549.5K

Creative Planning11,900

0.0% of portfolio$492.7K

Kestra Private Wealth Services, LLC8,038

0.0% of portfolio$332.8K

Commonwealth Equity Services, LLC6,241

0.0% of portfolio$258.4K

Farmers & Merchants Investments Inc6,000

0.0% of portfolio$248.4K

StoneX Group Inc.5,919

0.0% of portfolio$245.2K

Cambridge Investment Research Advisors, Inc.5,725

0.0% of portfolio$237

Capital Advisors, Ltd. LLC3,627

0.0% of portfolio$150

Mainstream Capital Management LLC1,086

0.0% of portfolio$45.0K

Assetmark, Inc408

0.0% of portfolio$16.9K

Mascoma Wealth Management LLC281

0.0% of portfolio$11.6K

Downshift Financial, LLC234

0.0% of portfolio$9.7K

				Style	Turnover	Location	Filed
Financial Consulate, Inc	1,694,433	$70.2M	7.8%	ETF	Low	Hunt Valley, MD	2026-10-23
Williams & Novak Wealth Management, LLC	91,489	$3.8M	2.2%	ETF	Medium	Westlake Village, CA	2026-10-09
Entrewealth, LLC	74,654	$3.1M	1.1%	ETF	Low	Austin, TX	2026-10-14
McAdam, LLC	34,031	$1.4M	0.1%	ETF	Low	Philadelphia, PA	2026-10-21
Walkner Condon Financial Advisors LLC	31,980	$1.3M	0.1%	ETF	Low	Verona, WI	2026-11-02
BKM Wealth Management, LLC	30,583	$1.3M	0.4%	Growth	Low	Brookfield, WI	2026-10-22
Mather Group, Llc.	24,706	$1.0M	0.0%	ETF	Medium	Chicago, IL	2026-10-14
Magnus Financial Group LLC	16,709	$691.8K	0.0%	ETF	Low	New York, NY	2026-10-21
Sovran Advisors, LLC	14,773	$610.7K	0.0%	ETF	Medium	San Diego, CA	2026-11-02
Riverbend Wealth Management, LLC	14,354	$594.3K	0.3%	Growth	Low	Myrtle Beach, SC	2026-10-15
Redwood Financial Network Corp	13,272	$549.5K	0.3%	ETF	Low	Solon, OH	2026-11-03
Creative Planning	11,900	$492.7K	0.0%	Index	Very Low	Overland Park, KS	2026-11-02
Kestra Private Wealth Services, LLC	8,038	$332.8K	0.0%	Growth	Low	Austin, TX	2026-10-30
Commonwealth Equity Services, LLC	6,241	$258.4K	0.0%	ETF	Low	Waltham, MA	2026-11-02
Farmers & Merchants Investments Inc	6,000	$248.4K	0.0%	Core	Very Low	Lincoln, NE	2026-10-22
StoneX Group Inc.	5,919	$245.2K	0.0%	ETF	Medium	New York, NY	2026-11-03
Cambridge Investment Research Advisors, Inc.	5,725	$237	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Capital Advisors, Ltd. LLC	3,627	$150	0.0%	ETF	Low	Shaker Heights, OH	2026-10-27
Mainstream Capital Management LLC	1,086	$45.0K	0.0%	Growth	Low	Los Angeles, CA	2026-10-23
Assetmark, Inc	408	$16.9K	0.0%	ETF	Low	Concord, CA	2026-10-21
Mascoma Wealth Management LLC	281	$11.6K	0.0%	ETF	Very Low	Hanover, NH	2026-10-23
Downshift Financial, LLC	234	$9.7K	0.0%	ETF	Low	Boulder, CO	2026-10-13