Who Owns PIMCO EQUITY SER (MFDX)? -- Institutional Holders (2026-06-30)

63 institutions reported holding $381.5M of PIMCO EQUITY SER (MFDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Schiavi & Co LLC ($131.6M), FINANCIAL CONSULATE, INC ($71.0M), Stratos Investment Management, LLC ($54.4M), Mariner, LLC ($36.2M), LPL Financial LLC ($13.7M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Schiavi & Co LLC$131.6M3.2MAdded
2FINANCIAL CONSULATE, INC$71.0M1.7MAdded
3Stratos Investment Management, LLC$54.4M1.3MAdded
4Mariner, LLC$36.2M868,899Trimmed
5LPL Financial LLC$13.7M329,022Added
6Austin Wealth Management, LLC$8.7M211,092Added
7IFC Advisors LLC$6.9M164,779Trimmed
8WELLS FARGO & COMPANY/MN$6.7M160,599Added
9NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6.6M158,832Added
10JPMORGAN CHASE & CO$4.4M106,305Added
11EVOLVE PRIVATE WEALTH, LLC$4.3M104,286Hold
12Janney Montgomery Scott LLC$3.2M77,401Added
13Williams & Novak, LLC$3.0M72,500Added
14ENTREWEALTH, LLC$3.0M70,741Added
15RAYMOND JAMES FINANCIAL INC$2.7M64,491Added
16Stratos Wealth Partners, LTD.$2.3M56,266Added
17SUSQUEHANNA INTERNATIONAL GROUP, LLP$1.8M42,844Trimmed
18Walkner Condon Financial Advisors LLC$1.5M36,725Added
19McAdam, LLC$1.5M36,650Trimmed
20ENVESTNET ASSET MANAGEMENT INC$1.4M33,856Added
21Operose Advisors LLC$1.4M32,708Added
22JANE STREET GROUP, LLC$1.3M32,135Trimmed
23MML INVESTORS SERVICES, LLC$1.3M31,504Added
24CITADEL ADVISORS LLC$1.1M25,981New
25Private Advisor Group, LLC$1.0M24,039Added

Source: SEC Form 13F filings · as of 2026-06-30