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

39 institutions reported holding $142.9M of PIMCO EQUITY SER (MFEM) in SEC 13F filings for 2026-06-30. Largest institutional holders: Schiavi & Co LLC ($26.8M), ENVESTNET ASSET MANAGEMENT INC ($26.6M), PARK AVENUE SECURITIES LLC ($19.7M), EVOLVE PRIVATE WEALTH, LLC ($16.5M), DAHRING | CUSMANO LLC ($6.2M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Schiavi & Co LLC$26.8M948,954Added
2ENVESTNET ASSET MANAGEMENT INC$26.6M943,400Added
3PARK AVENUE SECURITIES LLC$19.7M698,960Added
4EVOLVE PRIVATE WEALTH, LLC$16.5M584,957Added
5DAHRING | CUSMANO LLC$6.2M221,077Added
6Austin Wealth Management, LLC$6.1M228,959Added
7INTEGRATED CAPITAL MANAGEMENT, INC.$5.9M207,610Trimmed
8ALTFEST L J & CO INC$5.6M200,092Trimmed
9Williams & Novak, LLC$5.0M178,456Added
10MML INVESTORS SERVICES, LLC$4.4M155,683Added
11OLD MISSION CAPITAL LLC$3.2M113,116Added
12Walkner Condon Financial Advisors LLC$2.2M79,232Added
13ENTREWEALTH, LLC$2.1M77,658Added
14Orion Porfolio Solutions, LLC$2.1M74,072Trimmed
15JANE STREET GROUP, LLC$1.4M49,009Trimmed
16LPL Financial LLC$851,52430,159Trimmed
17Cambridge Investment Research Advisors, Inc.$827,00029,280Added
18Private Advisor Group, LLC$815,92228,898Added
19MORGAN STANLEY$810,50128,705Added
20FLOW TRADERS U.S. LLC$734,00025,981Trimmed
21PENSION & WEALTH MANAGEMENT ADVISORS, INC.$544,07119,268Trimmed
22COMMONWEALTH EQUITY SERVICES, LLC$529,37018,749Added
23Cetera Investment Advisers$514,00018,205Added
24AQR CAPITAL MANAGEMENT LLC$444,32815,737Added
25Global Retirement Partners, LLC$426,79415,116Added

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