22 institutions reported holding $93.1M of PIMCO EQUITY SER (MFDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: FINANCIAL CONSULATE, INC ($71.0M), Austin Wealth Management, LLC ($8.7M), Williams & Novak, LLC ($3.0M), Walkner Condon Financial Advisors LLC ($1.5M), McAdam, LLC ($1.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FINANCIAL CONSULATE, INC | $71.0M | 1.7M | Added |
| 2 | Austin Wealth Management, LLC | $8.7M | 211,092 | Added |
| 3 | Williams & Novak, LLC | $3.0M | 72,500 | Added |
| 4 | Walkner Condon Financial Advisors LLC | $1.5M | 36,725 | Added |
| 5 | McAdam, LLC | $1.5M | 36,650 | Trimmed |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 33,856 | Added |
| 7 | Private Advisor Group, LLC | $1.0M | 24,039 | Added |
| 8 | MATHER GROUP, LLC. | $982,579 | 23,597 | Trimmed |
| 9 | Merit Financial Group, LLC | $916,764 | 22,016 | Trimmed |
| 10 | Sovran Advisors, LLC | $771,061 | 18,831 | Trimmed |
| 11 | Riverbend Wealth Management, LLC | $602,554 | 14,471 | Added |
| 12 | EQ WEALTH ADVISORS, LLC | $393,352 | 9,447 | Added |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | $389,392 | 9,351 | Trimmed |
| 14 | FARMERS & MERCHANTS INVESTMENTS INC | $249,840 | 6,000 | Hold |
| 15 | BENJAMIN EDWARDS INC | $221,884 | 5,320 | New |
| 16 | COMMONWEALTH EQUITY SERVICES, LLC | $203,940 | 4,898 | New |
| 17 | Capital Advisors, Ltd. LLC | $151,000 | 3,627 | Added |
| 18 | ASSETMARK, INC | $13,105 | 315 | Added |
| 19 | Mascoma Wealth Management LLC | $11,594 | 278 | Added |
| 20 | WEBSTER BANK, N. A. | $0 | 0 | Exited |
| 21 | Blue Trust, Inc. | $0 | 0 | Exited |
| 22 | BKM Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30