Who owns MFUS?
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF · PIMCO
35 institutions reported holding MFUS, worth $233.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MFUS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Schiavi & Co LLC | Wilmington, DE | $90.9M | 1,353,022 | +50,057 shares |
| Austin Wealth Management, LLC | Austin, TX | $29.0M | 446,808 | −1,733 shares |
| Financial Consulate, Inc. | Hunt Valley, MD | $18.5M | 276,018 | +12,524 shares |
| Baker Ellis Asset Management LLC | Vancouver, WA | $16.3M | 242,122 | +13,454 shares |
| Marshall Investment Management, LLC | Littleton, CO | $12.4M | 184,309 | −10,231 shares |
| Entrewealth, LLC | Austin, TX | $10.1M | 152,070 | +7,961 shares |
| Williams & Novak, LLC | Westlake Village, CA | $10.0M | 149,114 | +2,775 shares |
| Walled Lake Planning & Wealth Management, LLC | Highland Park, IL | $9.3M | 139,119 | New position |
| Wells Fargo & Company | San Francisco, CA | $6.8M | 101,561 | +98,444 shares |
| JPMorgan Chase & Co | New York, NY | $6.8M | 101,082 | +52,342 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns MFUS?
35 institutional managers reported holding MFUS in Form 13F filings for June 30, 2026, worth $233.8M in total. The largest reported position was held by Schiavi & Co LLC, at $90.9M.
Did institutions buy or sell MFUS last quarter?
Reported 13F value rose 31.3% from March 31, 2026, which includes price moves as well as buying and selling. 8 firms reported a new position and 3 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MFUS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.