MFUS Institutional Ownership
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
1W: -0.4%
1M: -1.6%
3M: -1.3%
YTD: +14.1%
1Y: +15.9%
3Y: +76.6%
5Y: +78.4%
$65.13
+0.26 (+0.40%)
Weekly Expected Move ±1.1%
$64
$64
$65
$66
$67
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MFUS
39
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
232M
Total Invested
8
New Positions
19
Increased
10
Reduced
3
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (42 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Schiavi & Co LLC | 1,353,022 | $88M | +50,057 | +3.8% | 23Q | SEC ↗ |
| 2 | Austin Wealth Management, LLC | 446,808 | $29M | -1,733 | -0.4% | 12Q | SEC ↗ |
| 3 | FINANCIAL CONSULATE, INC | 276,018 | $18M | +12,524 | +4.8% | 5Q | SEC ↗ |
| 4 | Baker Ellis Asset Management LLC | 242,122 | $16M | +13,454 | +5.9% | 26Q | SEC ↗ |
| 5 | MARSHALL INVESTMENT MANAGEMENT, LLC | 184,309 | $12M | -10,231 | -5.3% | 7Q | SEC ↗ |
| 6 | ENTREWEALTH, LLC | 152,070 | $10M | +7,961 | +5.5% | 7Q | SEC ↗ |
| 7 | Williams & Novak, LLC | 149,114 | $10M | +2,775 | +1.9% | 11Q | SEC ↗ |
| 8 | WALLED LAKE PLANNING & WEALTH MANAGEME NEW | 139,119 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 101,561 | $7M | +98,444 | +3158.3% | 6Q | SEC ↗ |
| 10 | JPMORGAN CHASE & CO | 101,082 | $7M | +52,342 | +107.4% | 15Q | SEC ↗ |
| 11 | CITADEL ADVISORS LLC | 67,694 | $4M | +29,257 | +76.1% | 4Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 46,819 | $3M | +10,586 | +29.2% | 9Q | SEC ↗ |
| 13 | SFG Wealth Management, LLC. NEW | 25,460 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | LPL Financial LLC | 23,476 | $2M | +1,657 | +7.6% | 6Q | SEC ↗ |
| 15 | Janney Montgomery Scott LLC | 22,531 | $1M | -3,259 | -12.6% | 4Q | SEC ↗ |
| 16 | First Growth Capital LLC | 18,599 | $1M | -615 | -3.2% | 3Q | SEC ↗ |
| 17 | GOLDMAN SACHS GROUP INC | 17,797 | $1M | -30,052 | -62.8% | 8Q | SEC ↗ |
| 18 | Walkner Condon Financial Advisors LLC | 17,728 | $1M | +3,422 | +23.9% | 4Q | SEC ↗ |
| 19 | Mid-American Wealth Advisory Group, In | 15,609 | $1M | +2,315 | +17.4% | 6Q | SEC ↗ |
| 20 | Operose Advisors LLC NEW | 15,114 | $984K | — | +0.0% | 1Q | SEC ↗ |
| 21 | AQR CAPITAL MANAGEMENT LLC | 11,374 | $741K | +1,814 | +19.0% | 3Q | SEC ↗ |
| 22 | Caerus Investment Advisors, LLC | 11,374 | $741K | +1,814 | +19.0% | 4Q | SEC ↗ |
| 23 | MML INVESTORS SERVICES, LLC NEW | 9,726 | $633K | — | +0.0% | 1Q | SEC ↗ |
| 24 | ENVESTNET ASSET MANAGEMENT INC | 9,696 | $632K | -121 | -1.2% | 13Q | SEC ↗ |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 9,610 | $626K | +1,713 | +21.7% | 2Q | SEC ↗ |
| 26 | RAYMOND JAMES FINANCIAL INC | 8,352 | $544K | — | +0.0% | 7Q | SEC ↗ |
| 27 | Integrated Wealth Concepts LLC | 8,049 | $524K | +103 | +1.3% | 2Q | SEC ↗ |
| 28 | Creative Planning NEW | 3,723 | $242K | — | +0.0% | 1Q | SEC ↗ |
| 29 | EQ WEALTH ADVISORS, LLC NEW | 3,189 | $208K | — | +0.0% | 1Q | SEC ↗ |
| 30 | FMR LLC | 2,735 | $178K | — | +0.0% | 11Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 2,621 | $171K | +1,159 | +79.3% | 9Q | SEC ↗ |
| 32 | Sunbelt Securities, Inc. | 728 | $47K | +1 | +0.1% | 13Q | SEC ↗ |
| 33 | Steward Partners Investment Advisory, | 691 | $45K | +596 | +627.4% | 5Q | SEC ↗ |
| 34 | HARBOUR INVESTMENTS, INC. NEW | 554 | $36K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Geneos Wealth Management Inc. | 528 | $34K | -25 | -4.5% | 6Q | SEC ↗ |
| 36 | MERCER GLOBAL ADVISORS INC /ADV NEW | 502 | $33K | — | +0.0% | 1Q | SEC ↗ |
| 37 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 408 | $27K | +391 | +2300.0% | 2Q | SEC ↗ |
| 38 | Blue Trust, Inc. | 0 | $0K | -35 | -100.0% | 1Q | SEC ↗ |
| 39 | MORGAN STANLEY | 0 | $0K | -171 | -100.0% | 9Q | SEC ↗ |
| 40 | UBS Group AG | 0 | $0K | -128 | -100.0% | 1Q | SEC ↗ |
| 41 | Advisory Services Network, LLC | 0 | $0K | -136 | -100.0% | 1Q | SEC ↗ |
| 42 | ROYAL BANK OF CANADA | 0 | $0K | -3,070 | -100.0% | 4Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| WALLED LAKE PLANNING & WEALTH MANAG | 139,119 | $9M |
| SFG Wealth Management, LLC. | 25,460 | $2M |
| Operose Advisors LLC | 15,114 | $984K |
| MML INVESTORS SERVICES, LLC | 9,726 | $633K |
| Creative Planning | 3,723 | $242K |
| EQ WEALTH ADVISORS, LLC | 3,189 | $208K |
| HARBOUR INVESTMENTS, INC. | 554 | $36K |
| MERCER GLOBAL ADVISORS INC /ADV | 502 | $33K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| ROYAL BANK OF CANADA | 3,070 | $200K |
| MORGAN STANLEY | 171 | $11K |
| Advisory Services Network, LLC | 136 | $9K |
| UBS Group AG | 128 | $8K |
| Blue Trust, Inc. | 35 | $2K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | +98,444 | +3158.3% | 101,561 |
| JPMORGAN CHASE & CO | +52,342 | +107.4% | 101,082 |
| Schiavi & Co LLC | +50,057 | +3.8% | 1,353,022 |
| CITADEL ADVISORS LLC | +29,257 | +76.1% | 67,694 |
| Baker Ellis Asset Management LLC | +13,454 | +5.9% | 242,122 |
| FINANCIAL CONSULATE, INC | +12,524 | +4.8% | 276,018 |
| Cetera Investment Advisers | +10,586 | +29.2% | 46,819 |
| ENTREWEALTH, LLC | +7,961 | +5.5% | 152,070 |
| Walkner Condon Financial Advisors L | +3,422 | +23.9% | 17,728 |
| Williams & Novak, LLC | +2,775 | +1.9% | 149,114 |
| Mid-American Wealth Advisory Group, | +2,315 | +17.4% | 15,609 |
| Caerus Investment Advisors, LLC | +1,814 | +19.0% | 11,374 |
| AQR CAPITAL MANAGEMENT LLC | +1,814 | +19.0% | 11,374 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,713 | +21.7% | 9,610 |
| LPL Financial LLC | +1,657 | +7.6% | 23,476 |
| OSAIC HOLDINGS, INC. | +1,159 | +79.3% | 2,621 |
| Steward Partners Investment Advisor | +596 | +627.4% | 691 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +391 | +2300.0% | 408 |
| Integrated Wealth Concepts LLC | +103 | +1.3% | 8,049 |
| Sunbelt Securities, Inc. | +1 | +0.1% | 728 |
Biggest Decreases (7)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | -30,052 | -62.8% | 17,797 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | -10,231 | -5.3% | 184,309 |
| Janney Montgomery Scott LLC | -3,259 | -12.6% | 22,531 |
| Austin Wealth Management, LLC | -1,733 | -0.4% | 446,808 |
| First Growth Capital LLC | -615 | -3.2% | 18,599 |
| ENVESTNET ASSET MANAGEMENT INC | -121 | -1.2% | 9,696 |
| Geneos Wealth Management Inc. | -25 | -4.5% | 528 |