IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Pimco Rafi Dynamic Multi-Fac (MFEM)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Park Avenue Securities LLC
INCREASED
Shares713,186 from 698,960
Change+14,226 (+2%)
Value$20.4K (-$19.7M)
Filed 2026-10-26
Dahring | Cusmano LLC
INCREASED
Shares336,300 from 221,077
Change+115,223 (+52%)
Value$9.6M (+$3.4M)
Filed 2026-11-03
Austin Wealth Management, LLC
DECREASED
Shares224,040 from 228,959
Change-4,919 (-2%)
Value$6.4M (+$290.4K)
Filed 2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED
Shares206,843 from 178,456
Change+28,387 (+16%)
Value$5.9M (+$872.5K)
Filed 2026-10-09
Integrated Capital Management, Inc.
DECREASED
Shares199,467 from 207,610
Change-8,143 (-4%)
Value$5.7M (-$161.4K)
Filed 2026-10-09
Entrewealth, LLC
INCREASED
Shares81,698 from 77,658
Change+4,040 (+5%)
Value$2.3M (+$189.8K)
Filed 2026-10-14
Walkner Condon Financial Advisors LLC
DECREASED
Shares76,207 from 79,232
Change-3,025 (-4%)
Value$2.2M (-$59.3K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares28,743 from 29,280
Change-537 (-2%)
Value$821 (-$826.2K)
Filed 2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED
Shares19,972 from 19,268
Change+704 (+4%)
Value$570.8K (+$26.7K)
Filed 2026-10-16
Commonwealth Equity Services, LLC
INCREASED
Shares19,950 from 18,749
Change+1,201 (+6%)
Value$570.1K (+$40.8K)
Filed 2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED
Shares13,900 from 13,900
Change0 (0%)
Value$397.4K (+$12.0K)
Filed 2026-10-13
Altfest L J & Co Inc
DECREASED
Shares9,657 from 200,092
Change-190,435 (-95%)
Value$276.0K (-$5.4M)
Filed 2026-10-27
Creative Planning
NEW
Shares7,128
Change+7,128
Value$203.7K
Filed 2026-11-02
Crusonia Wealth Advisors LLC
NEW
Shares7,125
Change+7,125
Value$203.6K
Filed 2026-10-26
Howard Capital Management, LLC
NEW
Shares7,021
Change+7,021
Value$200.6K
Filed 2026-10-16
Assetmark, Inc
UNCHANGED
Shares1,206 from 1,206
Change0 (0%)
Value$34.5K (+$414)
Filed 2026-10-21
Cape Investment Advisory, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.9K (+$35)
Filed 2026-10-13
Citigroup Inc
CLOSED
Shares0 from 507
Change-507 (-100%)
Value$0 (-$14.3K)
Filed 2026-11-04
IFP Advisors, Inc
CLOSED
Shares0 from 11
Change-11 (-100%)
Value$0 (-$311)
Filed 2026-10-16
Schiavi & Co LLC
N/A
Shares— from 948,954
Change-948,954 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 943,400
Change-943,400 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 584,957
Change-584,957 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 155,683
Change-155,683 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 113,116
Change-113,116 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 74,072
Change-74,072 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 49,009
Change-49,009 (-100%)
Value—
LPL Financial LLC
N/A
Shares— from 30,159
Change-30,159 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 28,898
Change-28,898 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 28,705
Change-28,705 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 25,981
Change-25,981 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 18,205
Change-18,205 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 15,737
Change-15,737 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 15,116
Change-15,116 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 15,068
Change-15,068 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 13,892
Change-13,892 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 13,198
Change-13,198 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 11,286
Change-11,286 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 10,879
Change-10,879 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 7,312
Change-7,312 (-100%)
Value—
Operose Advisors LLC
N/A
Shares— from 3,768
Change-3,768 (-100%)
Value—
Roble, Belko & Company, Inc
N/A
Shares— from 2,832
Change-2,832 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 1,000
Change-1,000 (-100%)
Value—
Status
Park Avenue Securities LLC
INCREASED713,186698,960+14,226+2%$19.7M$20.4K-$19.7M2026-10-26
Dahring | Cusmano LLC
INCREASED336,300221,077+115,223+52%$6.2M$9.6M+$3.4M2026-11-03
Austin Wealth Management, LLC
DECREASED224,040228,959-4,919-2%$6.1M$6.4M+$290.4K2026-11-06
Williams & Novak Wealth Management, LLC
INCREASED206,843178,456+28,387+16%$5.0M$5.9M+$872.5K2026-10-09
Integrated Capital Management, Inc.
DECREASED199,467207,610-8,143-4%$5.9M$5.7M-$161.4K2026-10-09
Entrewealth, LLC
INCREASED81,69877,658+4,040+5%$2.1M$2.3M+$189.8K2026-10-14
Walkner Condon Financial Advisors LLC
DECREASED76,20779,232-3,025-4%$2.2M$2.2M-$59.3K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED28,74329,280-537-2%$827.0K$821-$826.2K2026-11-02
Pension & Wealth Management Advisors, Inc.
INCREASED19,97219,268+704+4%$544.1K$570.8K+$26.7K2026-10-16
Commonwealth Equity Services, LLC
INCREASED19,95018,749+1,201+6%$529.4K$570.1K+$40.8K2026-11-02
Wealth Enhancement Advisory Services, LLC
UNCHANGED13,90013,90000%$385.5K$397.4K+$12.0K2026-10-13
Altfest L J & Co Inc
DECREASED9,657200,092-190,435-95%$5.6M$276.0K-$5.4M2026-10-27
Creative Planning
NEW7,128—+7,128——$203.7K—2026-11-02
Crusonia Wealth Advisors LLC
NEW7,125—+7,125——$203.6K—2026-10-26
Howard Capital Management, LLC
NEW7,021—+7,021——$200.6K—2026-10-16
Assetmark, Inc
UNCHANGED1,2061,20600%$34.1K$34.5K+$4142026-10-21
Cape Investment Advisory, Inc.
UNCHANGED10010000%$2.8K$2.9K+$352026-10-13
Citigroup Inc
CLOSED0507-507-100%$14.3K$0-$14.3K2026-11-04
IFP Advisors, Inc
CLOSED011-11-100%$311$0-$3112026-10-16
Schiavi & Co LLC
N/A—948,954-948,954-100%$26.8M———
Envestnet Asset Management Inc
N/A—943,400-943,400-100%$26.6M———
Evolve Private Wealth, LLC
N/A—584,957-584,957-100%$16.5M———
MML Investors Services, LLC
N/A—155,683-155,683-100%$4.4M———
Old Mission Capital LLC
N/A—113,116-113,116-100%$3.2M———
Orion Porfolio Solutions, LLC
N/A—74,072-74,072-100%$2.1M———
Jane Street Group, LLC
N/A—49,009-49,009-100%$1.4M———
LPL Financial LLC
N/A—30,159-30,159-100%$851.5K———
Private Advisor Group, LLC
N/A—28,898-28,898-100%$815.9K———
Morgan Stanley
N/A—28,705-28,705-100%$810.5K———
Flow Traders U.S. LLC
N/A—25,981-25,981-100%$734.0K———
Cetera Investment Advisers
N/A—18,205-18,205-100%$514.0K———
AQR Capital Management LLC
N/A—15,737-15,737-100%$444.3K———
Global Retirement Partners, LLC
N/A—15,116-15,116-100%$426.8K———
Wells Fargo & Company
N/A—15,068-15,068-100%$425.4K———
Ameritas Advisory Services, LLC
N/A—13,892-13,892-100%$392.2K———
Osaic Holdings, Inc.
N/A—13,198-13,198-100%$372.6K———
Susquehanna International Group, LLP
N/A—11,286-11,286-100%$318.7K———
BFC Planning, Inc.
N/A—10,879-10,879-100%$307.2K———
Mariner, LLC
N/A—7,312-7,312-100%$206.5K———
Operose Advisors LLC
N/A—3,768-3,768-100%$106.4K———
Roble, Belko & Company, Inc
N/A—2,832-2,832-100%$80.0K———
Bogart Wealth, LLC
N/A—1,000-1,000-100%$28.2K———
Showing 42 of 42 institutions