Institutional Ownership
Pimco Equity Ser
CUSIP 72202L389RAFI DYN EMERGMFEMQ1 2026
Institutional Holders
31
13F filers
Shares Held
4.94M
Aggregate institutional
Institutional Value
$102.31M
Q1 2026
Net New Holders
-1
3 new · 4 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions3
Increased12
Decreased13
Sold out4
Institutional Holders
31 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Schiavi & Co LLC | 933.5K | $23.36M | +46.7K | Added |
| 2 | Envestnet Asset Management Inc | 912.8K | $22.84M | +3.3K | Added |
| 3 | Evolve Private Wealth, LLC | 561.7K | $14.05M | +11.6K | Added |
| 4 | Integrated Capital Management, Inc. | 227.5K | $5.69M | −13.4K | Reduced |
| 5 | Austin Wealth Management, LLC | 227.5K | $5.68M | −81.5K | Reduced |
| 6 | Altfest L J & Co Inc | 210.7K | $5.27M | −5.0K | Reduced |
| 7 | Dahring | Cusmano LLC | 203.5K | $5.09M | +203.5K | New |
| 8 | Williams & Novak, LLC | 169.1K | $4.23M | +24.9K | Added |
| 9 | Jane Street Group, LLC | 144.0K | $3.60M | +123.0K | Added |
| 10 | Mml Investors Services, LLC | 110.2K | $2.76M | −34.7K | Reduced |
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