MFUSPIMCO EQUITY SER
CUSIP 72202L363 · Yahoo Finance ↗ · Google Finance ↗
Pimco Equity Ser (MFUS) has 31 institutional holders in Filings Flow’s 13F database, together reporting 3.05M shares worth $178M as of Q1 2026. The largest reported holders are Schiavi & Co LLC, Austin Wealth Management, LLC, and Financial Consulate, Inc.
Institutional Holders
31
Q1 2026
Reported Value
$178M
Ticker
MFUS
Quarters Tracked
28
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Schiavi & Co LLC$337M AUM | 22.59% | $76M | 1.30M | Q1 2026 |
| Williams & Novak, LLC$151M AUM | 6.41% | $9M | 146.3K | Q1 2026 |
| Austin Wealth Management, LLC$440M AUM | 6.00% | $26M | 448.5K | Q1 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 5.45% | $11M | 194.5K | Q1 2026 |
| ENTREWEALTH, LLC$223M AUM | 3.77% | $8M | 144.1K | Q1 2026 |
| FINANCIAL CONSULATE, INC$803M AUM | 1.92% | $15M | 263.5K | Q1 2026 |
| Baker Ellis Asset Management LLC$842M AUM | 1.59% | $13M | 228.7K | Q1 2026 |
| First Growth Capital LLC$111M AUM | 1.01% | $1M | 19.2K | Q1 2026 |
| Mid-American Wealth Advisory Group, Inc.$277M AUM | 0.32% | $752,615 | 13.3K | Q1 2026 |
| Caerus Investment Advisors, LLC$240M AUM | 0.18% | $541,219 | 9.6K | Q4 2025OLDER |
| Walkner Condon Financial Advisors LLC$759M AUM | 0.11% | $835,512 | 14.3K | Q1 2026 |
| EQ WEALTH ADVISORS, LLC$171M AUM | 0.11% | $180,513 | 3.2K | Q4 2025OLDER |
| PKS Advisory Services, LLC$430M AUM | 0.08% | $331,937 | 6.2K | Q2 2025OLDER |
| Janney Montgomery Scott LLC$40.4B AUM | 0.00% | $2M | 25.8K | Q1 2026 |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $464,082 | 7.9K | Q1 2026 |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $42,491 | 728 | Q1 2026 |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 36.2K | Q1 2026 |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $654,077 | 11.6K | Q4 2025OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $32,295 | 553 | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $461,210 | 7.9K | Q1 2026 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 38.4K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $1M | 21.8K | Q1 2026 |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $3M | 47.8K | Q1 2026 |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $558,332 | 9.6K | Q1 2026 |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 48.7K | Q1 2026 |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $573,369 | 9.8K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $487,781 | 8.4K | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $85,400 | 1.5K | Q1 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $7,943 | 136 | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $182,042 | 3.1K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $174,000 | 3.1K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $5,548 | 95 | Q1 2026 |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $2,044 | 35 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $159,748 | 2.7K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $7,246 | 128 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $993 | 17 | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $9,987 | 171 | Q1 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.