Institutional Ownership
Pimco Equity Ser
CUSIP 72202L363RAFI DYN ML USMFUSQ1 2026
Institutional Holders
31
13F filers
Shares Held
3.05M
Aggregate institutional
Institutional Value
$176.63M
Q1 2026
Net New Holders
+1
5 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions5
Increased14
Decreased9
Sold out4
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Schiavi & Co LLC | 1.30M | $76.10M | +31.2K | Added |
| 2 | Austin Wealth Management, LLC | 448.5K | $26.44M | −155.6K | Reduced |
| 3 | Financial Consulate, Inc | 263.5K | $15.39M | +187.3K | Added |
| 4 | Baker Ellis Asset Management LLC | 228.7K | $13.35M | +373 | Added |
| 5 | Marshall Investment Management, LLC | 194.5K | $11.36M | +40.9K | Added |
| 6 | Williams & Novak, LLC | 146.3K | $8.57M | +1.4K | Added |
| 7 | Entrewealth, LLC | 144.1K | $8.42M | +3.1K | Added |
| 8 | Goldman Sachs Group Inc | 47.8K | $2.79M | −32.3K | Reduced |
| 9 | Jpmorgan Chase & Co | 48.7K | $2.78M | −36.5K | Reduced |
| 10 | Citadel Advisors LLC | 38.4K | $2.24M | +8.9K | Added |
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