Institutional Ownership
Pimco Equity Ser
CUSIP 72202L363RAFI DYN ML USMFUSQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
31
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Schiavi & Co LLC | 1.30M | $76.10M |
| 2 | Austin Wealth Management, LLC | 448.5K | $26.44M |
| 3 | Financial Consulate, Inc | 263.5K | $15.39M |
| 4 | Baker Ellis Asset Management LLC | 228.7K | $13.35M |
| 5 | Marshall Investment Management, LLC | 194.5K | $11.36M |
| 6 | Williams & Novak, LLC | 146.3K | $8.57M |
| 7 | Entrewealth, LLC | 144.1K | $8.42M |
| 8 | Goldman Sachs Group Inc | 47.8K | $2.79M |
| 9 | Jpmorgan Chase & Co | 48.7K | $2.78M |
| 10 | Citadel Advisors LLC | 38.4K | $2.24M |