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Pimco Rafi Dynamic Multi-Fac (MFEM)

CUSIP: 72202L389 | NYSE | 113 institutional holders

Quarters

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

Institutional Holders — Q3 2026

Park Avenue Securities LLC713,186
0.0% of portfolio›$20.4K
Dahring | Cusmano LLC336,300
4.4% of portfolio›$9.6M
Williams & Novak Wealth Management, LLC206,843
3.5% of portfolio›$5.9M
Integrated Capital Management, Inc.199,467
4.1% of portfolio›$5.7M
Entrewealth, LLC81,698
0.8% of portfolio›$2.3M
Walkner Condon Financial Advisors LLC76,207
0.2% of portfolio›$2.2M
Cambridge Investment Research Advisors, Inc.28,743
0.0% of portfolio›$821
Pension & Wealth Management Advisors, Inc.19,972
0.1% of portfolio›$570.8K
Commonwealth Equity Services, LLC19,950
0.0% of portfolio›$570.1K
Wealth Enhancement Advisory Services, LLC13,900
0.0% of portfolio›$397.4K
Altfest L J & Co Inc9,657
0.0% of portfolio›$276.0K
Creative Planning7,128
0.0% of portfolio›$203.7K
Crusonia Wealth Advisors LLC7,125
0.0% of portfolio›$203.6K
Howard Capital Management, LLC7,021
0.0% of portfolio›$200.6K
Assetmark, Inc1,206
0.0% of portfolio›$34.5K
Cape Investment Advisory, Inc.100
0.0% of portfolio›$2.9K
StyleTurnoverLocationFiled
Park Avenue Securities LLC
713,186$20.4K0.0%ETFMediumNew York, NY2026-10-26
Dahring | Cusmano LLC
336,300$9.6M4.4%ETFLowNovi, MI2026-11-03
Williams & Novak Wealth Management, LLC
206,843$5.9M3.5%ETFMediumWestlake Village, CA2026-10-09
Integrated Capital Management, Inc.
199,467$5.7M4.1%ETFLowJessup, PA2026-10-09
Entrewealth, LLC
81,698$2.3M0.8%ETFLowAustin, TX2026-10-14
Walkner Condon Financial Advisors LLC
76,207$2.2M0.2%ETFLowVerona, WI2026-11-02
Cambridge Investment Research Advisors, Inc.
28,743$8210.0%ETFLowFairfield, IA2026-11-02
Pension & Wealth Management Advisors, Inc.
19,972$570.8K0.1%ETFLowWaltham, MA2026-10-16
Commonwealth Equity Services, LLC
19,950$570.1K0.0%ETFLowWaltham, MA2026-11-02
Wealth Enhancement Advisory Services, LLC
13,900$397.4K0.0%CoreLowPlymouth, MN2026-10-13
Altfest L J & Co Inc
9,657$276.0K0.0%ETFHighNew York, NY2026-10-27
Creative Planning
7,128$203.7K0.0%IndexVery LowOverland Park, KS2026-11-02
Crusonia Wealth Advisors LLC
7,125$203.6K0.0%ETFVery LowDenver, CO2026-10-26
Howard Capital Management, LLC
7,021$200.6K0.0%ETFHighAlpharetta, GA2026-10-16
Assetmark, Inc
1,206$34.5K0.0%ETFLowConcord, CA2026-10-21
Cape Investment Advisory, Inc.
100$2.9K0.0%ETFLowMcdonough, GA2026-10-13