# PIMCO EQUITY SER RAFI DYN ML US

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.

## Summary

- Issuer: PIMCO EQUITY SER
- Class: RAFI DYN ML US
- CUSIP: 72202L363
- 13F holders: 35
- 13F value: $199.5M
- 13F period: 2026-06-30
- N-PORT fund positions: 0

## Top institutional holders (Form 13F)

_Showing 15 of 35 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [Schiavi & Co LLC](https://search.stillhousedata.com/firm/104804) | WILMINGTON, DE | $76.1M | 1,302,965 |
| [Austin Wealth Management, LLC](https://search.stillhousedata.com/firm/172793) | Austin, TX | $29.0M | 446,808 |
| [FINANCIAL CONSULATE, INC](https://search.stillhousedata.com/firm/106898) | HUNT VALLEY, MD | $18.5M | 276,018 |
| [Baker Ellis Asset Management LLC](https://search.stillhousedata.com/firm/121802) | Vancouver, WA | $16.3M | 242,122 |
| [MARSHALL INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/174817) | LITTLETON, CO | $11.4M | 194,540 |
| [Williams & Novak, LLC](https://search.stillhousedata.com/firm/324173) | WESTLAKE VILLAGE, CA | $10.0M | 149,114 |
| [WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/299595) | HIGHLAND PARK, IL | $9.3M | 139,119 |
| [ENTREWEALTH, LLC](https://search.stillhousedata.com/firm/317553) | 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](https://search.stillhousedata.com/firm/148826) | MIAMI, FL | $2.2M | 38,437 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $2.1M | 36,233 |
| [SFG Wealth Management, LLC.](https://search.stillhousedata.com/firm/285785) | TOWSON, MD | $1.7M | 25,460 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $1.3M | 21,819 |
| [First Growth Capital LLC](https://search.stillhousedata.com/firm/305958) | PIKESVILLE, MD | $1.2M | 18,599 |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/72202l363.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.