PIMCO EQUITY SER RAFI DYN ML US is a security (CUSIP 72202L363) tracked across SEC portfolio filings. 35 institutional managers reported $199.5M on Form 13F as of 2026-06-30.
Showing 15 of 35 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Schiavi & Co LLC | WILMINGTON, DE | $76.1M | 1,302,965 |
| Austin Wealth Management, LLC | Austin, TX | $29.0M | 446,808 |
| FINANCIAL CONSULATE, INC | HUNT VALLEY, MD | $18.5M | 276,018 |
| Baker Ellis Asset Management LLC | Vancouver, WA | $16.3M | 242,122 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | LITTLETON, CO | $11.4M | 194,540 |
| Williams & Novak, LLC | WESTLAKE VILLAGE, CA | $10.0M | 149,114 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | HIGHLAND PARK, IL | $9.3M | 139,119 |
| ENTREWEALTH, LLC | AUSTIN, TX | $8.4M | 144,109 |
| GOLDMAN SACHS GROUP INC | NEW YORK, NY | $2.8M | 47,849 |
| JPMORGAN CHASE & CO | NEW YORK, NY | $2.8M | 48,740 |
| CITADEL ADVISORS LLC | MIAMI, FL | $2.2M | 38,437 |
| Cetera Investment Advisers | SCHAUMBURG, IL | $2.1M | 36,233 |
| SFG Wealth Management, LLC. | TOWSON, MD | $1.7M | 25,460 |
| LPL Financial LLC | FORT MILL, SC | $1.3M | 21,819 |
| First Growth Capital LLC | PIKESVILLE, MD | $1.2M | 18,599 |