PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of MFUS?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	143,844	5.07%
Institutions	2,692,640	94.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 0% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
0%	Schiavi & Company LLC	1,341,467	US$0	-1.5%	24.75%
0%	Austin Wealth Management, LLC	567,144	US$0	0.79%	5.68%
0%	Baker Ellis Asset Management LLC	229,198	US$0	-1.03%	1.67%
0%	Williams & Novak Wealth Management, LLC	143,844	US$0	6.44%	no data
0%	Entrewealth, LLC	109,449	US$0	4.08%	4.26%
0%	Marshall Investment Management, LLC	78,445	US$0	-27.2%	2.39%
0%	55I, LLC	72,227	US$0	186%	0.01%
0%	Goldman Sachs Group, Investment Banking and Securities Investments	54,234	US$0	30%	no data
0%	Moloney Securities Asset Management LLC	46,205	US$0	-1.14%	0.32%
0%	Raymond James Financial Inc., Asset Management Arm	28,723	US$0	0.37%	no data
0%	Capital Square, LLC	25,264	US$0	28.9%	0.76%
0%	Royal Bank of Canada, Banking & Securities Investments	22,975	US$0	383,000%	no data
0%	Cetera Investment Advisers LLC	22,426	US$0	14%	no data
0%	Envestnet Asset Management, Inc.	14,450	US$0	-12%	no data
0%	Mml Investors Services, Llc, Brokerage Investments	14,450	US$0	-12%	no data
0%	Wells Fargo & Company, Securities and Brokerage Investments	11,907	US$0	0%	no data
0%	Citadel Advisors LLC	10,646	US$0	0%	no data
0%	Integrated Wealth Concepts LLC	7,973	US$0	8.17%	no data
0%	LPL Financial Corporation, Asset Management Arm	7,625	US$0	0%	no data
0%	PKS Advisory Services, LLC	6,409	US$0	-59.8%	0.09%
0%	Mid-American Wealth Advisory Group Inc.	5,555	US$0	0%	0.16%
0%	Quantinno Capital Management LP	4,876	US$0	-14.4%	no data
0%	Osaic Wealth, Inc. , Asset Management Arm	4,730	US$0	0%	no data
0%	EQ Wealth Advisors, LLC	2,962	US$0	0%	0.11%
0%	Strategic Advisers LLC	2,220	US$0	0.95%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/07/07 09:54
End of Day Share Price	2025/07/03 00:00
Earnings	N/A
Annual Earnings	N/A

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.