Who Owns PIMCO EQUITY SER (MFUS)? -- Institutional Holders (2026-03-31)
35 institutions reported holding $178.1M of PIMCO EQUITY SER (MFUS) in SEC 13F filings for 2026-03-31. Largest institutional holders: Schiavi & Co LLC ($76.1M), Austin Wealth Management, LLC ($26.4M), FINANCIAL CONSULATE, INC ($15.4M), Baker Ellis Asset Management LLC ($13.4M), MARSHALL INVESTMENT MANAGEMENT, LLC ($11.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Schiavi & Co LLC | $76.1M | 1.3M | Added |
| 2 | Austin Wealth Management, LLC | $26.4M | 448,541 | Trimmed |
| 3 | FINANCIAL CONSULATE, INC | $15.4M | 263,494 | Added |
| 4 | Baker Ellis Asset Management LLC | $13.4M | 228,668 | Added |
| 5 | MARSHALL INVESTMENT MANAGEMENT, LLC | $11.4M | 194,540 | Added |
| 6 | Williams & Novak, LLC | $8.6M | 146,339 | Added |
| 7 | ENTREWEALTH, LLC | $8.4M | 144,109 | Added |
| 8 | GOLDMAN SACHS GROUP INC | $2.8M | 47,849 | Trimmed |
| 9 | JPMORGAN CHASE & CO | $2.8M | 48,740 | Trimmed |
| 10 | CITADEL ADVISORS LLC | $2.2M | 38,437 | Added |
| 11 | Cetera Investment Advisers | $2.1M | 36,233 | Added |
| 12 | Janney Montgomery Scott LLC | $1.5M | 25,790 | Added |
| 13 | LPL Financial LLC | $1.3M | 21,819 | Added |
| 14 | First Growth Capital LLC | $1.1M | 19,214 | Added |
| 15 | Walkner Condon Financial Advisors LLC | $835,512 | 14,306 | Added |
| 16 | Mid-American Wealth Advisory Group, Inc. | $752,615 | 13,294 | Hold |
| 17 | ENVESTNET ASSET MANAGEMENT INC | $573,369 | 9,817 | Trimmed |
| 18 | AQR CAPITAL MANAGEMENT LLC | $558,332 | 9,560 | Hold |
| 19 | RAYMOND JAMES FINANCIAL INC | $487,781 | 8,352 | Trimmed |
| 20 | Integrated Wealth Concepts LLC | $464,082 | 7,946 | New |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $461,210 | 7,897 | New |
| 22 | WELLS FARGO & COMPANY/MN | $182,042 | 3,117 | Trimmed |
| 23 | FMR LLC | $159,748 | 2,735 | Added |
| 24 | OSAIC HOLDINGS, INC. | $85,400 | 1,462 | Trimmed |
| 25 | Sunbelt Securities, Inc. | $42,491 | 728 | Added |
Source: SEC Form 13F filings · as of 2026-03-31