13 institutions reported holding $89.8M of PIMCO EQUITY SER (MFUS) in SEC 13F filings for 2026-06-30. Largest institutional holders: Austin Wealth Management, LLC ($29.0M), FINANCIAL CONSULATE, INC ($18.5M), Baker Ellis Asset Management LLC ($16.3M), Williams & Novak, LLC ($10.0M), WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC ($9.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Austin Wealth Management, LLC | $29.0M | 446,808 | Trimmed |
| 2 | FINANCIAL CONSULATE, INC | $18.5M | 276,018 | Added |
| 3 | Baker Ellis Asset Management LLC | $16.3M | 242,122 | Added |
| 4 | Williams & Novak, LLC | $10.0M | 149,114 | Added |
| 5 | WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $9.3M | 139,119 | New |
| 6 | SFG Wealth Management, LLC. | $1.7M | 25,460 | New |
| 7 | First Growth Capital LLC | $1.2M | 18,599 | Trimmed |
| 8 | Walkner Condon Financial Advisors LLC | $1.2M | 17,728 | Added |
| 9 | Mid-American Wealth Advisory Group, Inc. | $1.0M | 15,609 | Added |
| 10 | ENVESTNET ASSET MANAGEMENT INC | $651,251 | 9,696 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $645,510 | 9,610 | Added |
| 12 | EQ WEALTH ADVISORS, LLC | $214,213 | 3,189 | New |
| 13 | Blue Trust, Inc. | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30