§ EQUITY
USDMFDX
PIMCO RAFI DYNAMIC MULTI-FAC
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
38 increased/new, 12 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Schiavi & Co LLC | 3.1M | 36.7% | +2% |
| FINANCIAL CONSULATE, INC | 1.7M | 8.4% | +1% |
| Stratos Investment Management, LLC | 1.3M | 2.1% | +0% |
| Mariner, LLC | 875K | 0.0% | −4% |
| LPL Financial LLC | 319K | 0.0% | +16% |
| Austin Wealth Management, LLC | 209K | 1.9% | −25% |
◇ AC INTELLIGENCE
Top institutional owners for MFDX as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER97.0% · 50 holders
INCOME / DEFENSIVE1.7% · 1 holder
DEALER / BANK1.3% · 7 holders
QUALITY / COMPOUNDER0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for MFDX in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention MFDX yet.