PIMCO EQUITY SER

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MFDX·72202L371·US·ETF

MFDX (PIMCO EQUITY SER) is held by 27 institutional investors as of Q2 2026. Largest holders: Mariner, LLC ($36.2M), LPL Financial LLC ($13.7M), WELLS FARGO & COMPANY/MN ($6.7M). Net institutional sentiment: Bullish.

27

Holders

(5 Elite)

$83.1M

Total Value

77% (22)

Consensus

17 buying - 5 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)85

Insider (Form 4)66

Activist (13D/13G)37

Congressional (STOCK Act)29

Holder Quality

76

★★★★★

Elite

82

★★★★

Strong

84

★★★

Solid

42

★★

Below

67

★

Weak

Held by 27 funds

5 elite

Who's Trading

Source dates: Price Oct 15, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for MFDX.

Top Holders

Top Holders (27)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
Mariner, LLC	Decreased	868,899(-0.7%)	$36.2M	0.0%	+41.98%	0
LPL Financial LLC	Increased	329,022(+3.1%)	$13.7M	0.0%	+16.08%	29
WELLS FARGO & COMPANY/MN	Increased	160,599(+132.5%)	$6.7M	0.0%	+12.57%	44
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	158,832(+7.2%)	$6.6M	0.0%	+30.19%	29
JPMORGAN CHASE & CO	Increased	106,305(+179.8%)	$4.4M	0.0%	+8.39%	43
RAYMOND JAMES FINANCIAL INC	Increased	64,491(+3.0%)	$2.7M	0.0%	+27.91%	27
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Decreased	42,844(-27.8%)	$1.8M	0.0%	+9.13%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	33,856(+17.5%)	$1.4M	0.0%	+9.35%	30
JANE STREET GROUP, LLC	Decreased	32,135(-57.7%)	$1.3M	0.0%	+15.38%	0
MML INVESTORS SERVICES, LLC	Increased	31,504(+97.8%)	$1.3M	0.0%	+9.75%	41
CITADEL ADVISORS LLC	New	25,981	$1.1M	0.0%	+0.07%	35
Private Advisor Group, LLC	Increased	24,039(+198.9%)	$1M	0.0%	+11.56%	40
MAMATHER GROUP, LLC.	Decreased	23,597(-4.5%)	$982,579	0.0%	+5.23%	0
MFMerit Financial Group, LLC	Decreased	22,016(-57.4%)	$916,764	0.0%	+19.62%	0
AQR CAPITAL MANAGEMENT LLC	Increased	19,436(+15.1%)	$809,315	0.0%	+7.84%	28
OSAIC HOLDINGS, INC.	Increased	15,408(+36.1%)	$641,584	0.0%	+8.86%	32
Creative Planning	Increased	7,868(+26.4%)	$327,624	0.0%	+4.17%	29
Cetera Investment Advisers	Unchanged	6,295	$262,124	0.0%	+5.31%	0
BENJAMIN EDWARDS INC	New	5,320	$221,884	0.0%	+0.07%	32
COMMONWEALTH EQUITY SERVICES, LLC	New	4,898	$203,940	0.0%	+0.07%	32

Showing 1-20 of 27

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MFDXPIMCO EQUITY SER

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer