Who Owns MFUS?
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF — Institutional Ownership & 13F Holdings
$61.70
-0.05 (-0.09%)
Market Cap
$239.8M
Shares Outstanding
3,708,849
Institutional Holders
27
Total Inst. Value
$139.1M
% of Float Held
—
QoQ Holder Change
+14
Institutional data as of Q1 2025
New Positions
7
Closed Positions
2
Increased
11
Decreased
8
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Schiavi & Co LLC | $67.4M | 1,341,467 |
| 2 | Austin Wealth Management, LLC | $27.5M | 567,144 |
| 3 | Baker Ellis Asset Management LLC | $11.5M | 229,198 |
| 4 | Williams & Novak, LLCNew | $7.2M | 143,844 |
| 5 | ENTREWEALTH, LLC | $5.5M | 109,449 |
| 6 | MARSHALL INVESTMENT MANAGEMENT, LLC | $3.9M | 78,445 |
| 7 | JPMORGAN CHASE & CO | $3.6M | 72,227 |
| 8 | GOLDMAN SACHS GROUP INC | $2.7M | 54,234 |
| 9 | RAYMOND JAMES FINANCIAL INC | $1.4M | 28,723 |
| 10 | Capital Square, LLC | $1.3M | 25,264 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Austin Wealth Management, LLC | +4K | $27.5M |
| Williams & Novak, LLCNew | +144K | $7.2M |
| ENTREWEALTH, LLC | +4K | $5.5M |
| JPMORGAN CHASE & CO | +47K | $3.6M |
| GOLDMAN SACHS GROUP INC | +13K | $2.7M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| MARSHALL INVESTMENT MANAGEMENT, LLC | -29K | $3.9M |
| Schiavi & Co LLC | -20K | $67.4M |
| PKS Advisory Services, LLC | -10K | $322K |
| Baker Ellis Asset Management LLC | -2K | $11.5M |
| MML INVESTORS SERVICES, LLC | -2K | $726K |
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Frequently Asked Questions
How many institutional investors hold MFUS?
As of Q1 2025, 27 institutional investors report holding MFUS (PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF) in their 13F filings.
Which hedge fund owns the most MFUS?
The largest institutional holder of MFUS is Schiavi & Co LLC with $67.4M in shares.
Are institutions buying or selling MFUS?
This quarter, 7 institutions opened new positions in MFUS and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.