PIMCO EQUITY SER (MFUS)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
35
Reporting holders
$232.3M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Schiavi & Co LLC | $90.9M | 1,353,022 | 24.01% | 23q | +3.8%+$3.4M |
| Austin Wealth Management, LLC | $29.0M | 446,808 | 6.12% | 12q | HELD |
| FINANCIAL CONSULATE, INC | $18.5M | 276,018 | 2.06% | 5q | +4.8%+$841.2K |
| Baker Ellis Asset Management LLC | $16.3M | 242,122 | 1.69% | 26q | +5.9%+$903.7K |
| MARSHALL INVESTMENT MANAGEMENT, LLC | $12.4M | 184,309 | 5.14% | 7q | -5.3%-$687.2K |
| ENTREWEALTH, LLC | $10.1M | 152,070 | 3.73% | 7q | +5.5%+$527.3K |
| Williams & Novak, LLC | $10.0M | 149,114 | 6.62% | 11q | +1.9%+$186.4K |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | $9.3M | 139,119 | 2.36% | new | NEW |
| WELLS FARGO & COMPANY/MN | $6.8M | 101,561 | 0.00% | 6q | +1529.1%+$6.4M |
| JPMORGAN CHASE & CO | $6.8M | 101,082 | 0.00% | 15q | +107.4%+$3.5M |
| CITADEL ADVISORS LLC | $4.5M | 67,694 | 0.00% | 4q | +76.1%+$2.0M |
| Cetera Investment Advisers | $3.1M | 46,819 | 0.00% | 9q | +29.2%+$711.1K |
| SFG Wealth Management, LLC. | $1.7M | 25,460 | 0.62% | new | NEW |
| LPL Financial LLC | $1.6M | 23,476 | 0.00% | 6q | +7.6%+$111.3K |
| First Growth Capital LLC | $1.2M | 18,599 | 0.95% | 3q | -3.2%-$41.3K |
| GOLDMAN SACHS GROUP INC | $1.2M | 17,797 | 0.00% | 8q | -62.8%-$2.0M |
| Walkner Condon Financial Advisors LLC | $1.2M | 17,728 | 0.14% | 4q | +23.9%+$229.9K |
| Mid-American Wealth Advisory Group, Inc. | $1.0M | 15,609 | 0.38% | 6q | +17.4%+$155.5K |
| Operose Advisors LLC | $1.0M | 15,114 | 0.20% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $764.0K | 11,374 | 0.00% | 3q | +19.0%+$121.8K |
| Caerus Investment Advisors, LLC | $764.0K | 11,374 | 0.25% | 3q | +19.0%+$121.8K |
| MML INVESTORS SERVICES, LLC | $653.3K | 9,726 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $651.3K | 9,696 | 0.00% | 13q | -1.2%-$8.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $645.5K | 9,610 | 0.00% | 2q | +21.7%+$115.1K |
| RAYMOND JAMES FINANCIAL INC | $561.0K | 8,352 | 0.00% | 7q | HELD |
| Integrated Wealth Concepts LLC | $540.6K | 8,045 | 0.00% | 2q | +1.2%+$6.7K |
| Creative Planning | $250.1K | 3,723 | 0.00% | new | NEW |
| EQ WEALTH ADVISORS, LLC | $214.2K | 3,189 | 0.12% | new | NEW |
| FMR LLC | $183.7K | 2,735 | 0.00% | 11q | HELD |
| OSAIC HOLDINGS, INC. | $176.1K | 2,621 | 0.00% | 9q | +79.3%+$77.9K |
| Steward Partners Investment Advisory, LLC | $46.4K | 691 | 0.00% | 5q | +627.4%+$40.0K |
| HARBOUR INVESTMENTS, INC. | $37.2K | 554 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $35.5K | 528 | 0.00% | 6q | -4.5%-$1.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $33.7K | 502 | 0.00% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $27.4K | 408 | 0.00% | 2q | +2300.0%+$26.3K |
| Janney Montgomery Scott LLC | $1.5K | 22,531 | 0.00% | 4q | -12.6% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 35 | $232.3M | 3,476,649 | 8 | 19 | 5 | 0.0% |
| Q1 2026 | 30 | $176.8M | 3,024,286 | 5 | 11 | 8 | 0.0% |
| Q4 2025 | 30 | $171.6M | 3,005,433 | 3 | 12 | 11 | 0.0% |
| Q3 2025 | 29 | $178.2M | 3,172,898 | 4 | 13 | 8 | 0.0% |
| Q2 2025 | 26 | $145.3M | 2,722,400 | 2 | 10 | 10 | 0.0% |
| Q1 2025 | 27 | $140.7M | 2,822,119 | 7 | 10 | 8 | 0.0% |
| Q4 2024 | 21 | $138.5M | 2,775,762 | 0 | 8 | 5 | 0.0% |
| Q3 2024 | 21 | $131.2M | 2,600,380 | 5 | 4 | 9 | 0.0% |
| Q2 2024 | 19 | $125.7M | 2,642,716 | 5 | 5 | 6 | 0.0% |
| Q1 2024 | 16 | $128.5M | 2,747,327 | 1 | 4 | 4 | 0.0% |
| Q4 2023 | 16 | $114.7M | 2,708,032 | 2 | 4 | 5 | 0.0% |
| Q3 2023 | 15 | $101.1M | 2,618,346 | 0 | 5 | 6 | 0.0% |
| Q2 2023 | 16 | $83.7M | 2,119,448 | 3 | 6 | 1 | 0.0% |
| Q1 2023 | 14 | $74.1M | 1,937,051 | 4 | 5 | 3 | 0.0% |
| Q4 2022 | 10 | $68.0M | 1,784,101 | 1 | 3 | 3 | 0.0% |
| Q3 2022 | 11 | $65.3M | 1,908,057 | 1 | 5 | 3 | 0.0% |
| Q2 2022 | 12 | $65.2M | 1,803,561 | 4 | 5 | 2 | 0.0% |
| Q1 2022 | 11 | $66.6M | 1,614,482 | 2 | 1 | 5 | 0.0% |
| Q4 2021 | 9 | $64.9M | 1,570,668 | 1 | 3 | 2 | 0.0% |
| Q3 2021 | 9 | $58.5M | 1,515,477 | 0 | 5 | 1 | 0.0% |
| Q2 2021 | 10 | $60.2M | 1,537,585 | 1 | 3 | 2 | 0.0% |
| Q1 2021 | 9 | $51.9M | 1,425,065 | 1 | 2 | 5 | 0.0% |
| Q4 2020 | 8 | $53.2M | 1,574,841 | 0 | 4 | 1 | 0.0% |
| Q3 2020 | 10 | $7.1M | 237,795 | 1 | 3 | 4 | 0.0% |
| Q2 2020 | 12 | $11.3M | 407,379 | 3 | 3 | 3 | 0.0% |
| Q1 2020 | 13 | $53.9M | 2,271,021 | 3 | 1 | 6 | 0.0% |
| Q4 2019 | 12 | $116.3M | 3,727,262 | 0 | 3 | 4 | 0.0% |
| Q3 2019 | 13 | $104.7M | 3,508,730 | 2 | 2 | 7 | 0.0% |
| Q2 2019 | 12 | $82.5M | 2,850,159 | 1 | 4 | 5 | 0.0% |
| Q1 2019 | 13 | $80.8M | 2,852,188 | 2 | 3 | 4 | 0.0% |
| Q4 2018 | 13 | $51.2M | 2,029,927 | 0 | 0 | 0 | 0.0% |