Institutional Ownership
Pimco Equity Ser
CUSIP 72202L371RAFI DYN MULTIMFDXQ1 2026
Institutional Holders
60
13F filers
Shares Held
8.89M
Aggregate institutional
Institutional Value
$351.02M
Q1 2026
Net New Holders
+9
11 new · 2 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions11
Increased20
Decreased20
Sold out2
Institutional Holders
60 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Schiavi & Co LLC | 3.10M | $123.45M | +67.6K | Added |
| 2 | Financial Consulate, Inc | 1.69M | $67.15M | +17.1K | Added |
| 3 | Stratos Investment Management, LLC | 1.29M | $51.48M | +1.5K | Added |
| 4 | Mariner, LLC | 874.6K | $34.83M | −37.5K | Reduced |
| 5 | Lpl Financial LLC | 319.1K | $12.71M | +43.6K | Added |
| 6 | Austin Wealth Management, LLC | 208.6K | $8.41M | −70.0K | Reduced |
| 7 | Ifc Advisors LLC | 166.0K | $6.61M | −10.1K | Reduced |
| 8 | Northwestern Mutual Wealth Management Co | 148.2K | $5.90M | −5.3K | Reduced |
| 9 | Evolve Private Wealth, LLC | 104.3K | $4.15M | −3.0K | Reduced |
| 10 | Jane Street Group, LLC | 76.0K | $3.03M | +16.6K | Added |
50 more institutional holders on Premium
See every fund holding Pimco Equity Ser, with full quarter-over-quarter share changes.
Unlock all holders