19 institutions reported holding $81.1M of PIMCO EQUITY SER (MFEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: ENVESTNET ASSET MANAGEMENT INC ($26.6M), PARK AVENUE SECURITIES LLC ($19.7M), DAHRING | CUSMANO LLC ($6.2M), Austin Wealth Management, LLC ($6.1M), INTEGRATED CAPITAL MANAGEMENT, INC. ($5.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | $26.6M | 943,400 | Added |
| 2 | PARK AVENUE SECURITIES LLC | $19.7M | 698,960 | Added |
| 3 | DAHRING | CUSMANO LLC | $6.2M | 221,077 | Added |
| 4 | Austin Wealth Management, LLC | $6.1M | 228,959 | Added |
| 5 | INTEGRATED CAPITAL MANAGEMENT, INC. | $5.9M | 207,610 | Trimmed |
| 6 | ALTFEST L J & CO INC | $5.6M | 200,092 | Trimmed |
| 7 | Williams & Novak, LLC | $5.0M | 178,456 | Added |
| 8 | Walkner Condon Financial Advisors LLC | $2.2M | 79,232 | Added |
| 9 | Cambridge Investment Research Advisors, Inc. | $1.7M | 58,560 | Added |
| 10 | Private Advisor Group, LLC | $815,922 | 28,898 | Added |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $529,370 | 18,749 | Added |
| 12 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $385,461 | 13,900 | Added |
| 13 | Roble, Belko & Company, Inc | $80,000 | 2,832 | Added |
| 14 | ASSETMARK, INC | $34,051 | 1,206 | Hold |
| 15 | Bogart Wealth, LLC | $28,235 | 1,000 | Hold |
| 16 | CITIGROUP INC | $14,315 | 507 | New |
| 17 | Cape Investment Advisory, Inc. | $2,823 | 100 | New |
| 18 | IFP Advisors, Inc | $311 | 11 | New |
| 19 | Princeton Global Asset Management LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30