Who Owns PIMCO EQUITY SER (MFDX)? -- Institutional Holders (2026-03-31)
62 institutions reported holding $354.2M of PIMCO EQUITY SER (MFDX) in SEC 13F filings for 2026-03-31. Largest institutional holders: Schiavi & Co LLC ($123.5M), FINANCIAL CONSULATE, INC ($67.2M), Stratos Investment Management, LLC ($51.5M), Mariner, LLC ($34.8M), LPL Financial LLC ($12.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Schiavi & Co LLC | $123.5M | 3.1M | Added |
| 2 | FINANCIAL CONSULATE, INC | $67.2M | 1.7M | Added |
| 3 | Stratos Investment Management, LLC | $51.5M | 1.3M | Added |
| 4 | Mariner, LLC | $34.8M | 874,616 | Trimmed |
| 5 | LPL Financial LLC | $12.7M | 319,065 | Added |
| 6 | Austin Wealth Management, LLC | $8.4M | 208,639 | Trimmed |
| 7 | IFC Advisors LLC | $6.6M | 166,028 | Trimmed |
| 8 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.9M | 148,171 | Trimmed |
| 9 | EVOLVE PRIVATE WEALTH, LLC | $4.2M | 104,286 | Trimmed |
| 10 | Janney Montgomery Scott LLC | $3.1M | 77,082 | Trimmed |
| 11 | JANE STREET GROUP, LLC | $3.0M | 75,991 | Added |
| 12 | WELLS FARGO & COMPANY/MN | $2.8M | 69,062 | Added |
| 13 | Williams & Novak, LLC | $2.7M | 67,889 | Added |
| 14 | ENTREWEALTH, LLC | $2.6M | 64,194 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $2.5M | 62,581 | Trimmed |
| 16 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.4M | 59,367 | Trimmed |
| 17 | Merit Financial Group, LLC | $2.1M | 51,710 | Trimmed |
| 18 | Stratos Wealth Partners, LTD. | $2.0M | 50,613 | Added |
| 19 | McAdam, LLC | $1.5M | 38,897 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $1.5M | 38,000 | Trimmed |
| 21 | Walkner Condon Financial Advisors LLC | $1.5M | 36,440 | Added |
| 22 | ENVESTNET ASSET MANAGEMENT INC | $1.1M | 28,807 | Added |
| 23 | KESTRA PRIVATE WEALTH SERVICES, LLC | $1.1M | 27,856 | Added |
| 24 | BKM Wealth Management, LLC | $1.1M | 26,947 | Added |
| 25 | MATHER GROUP, LLC. | $984,191 | 24,716 | New |
Source: SEC Form 13F filings · as of 2026-03-31