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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

MFDX

MFDX Institutional Buying & Selling Tracker

Pimco Rafi Dynamic Multi-fac

+$8.4M

Net Activity

Institutions Holding

58

Popularity Rank

#5622

Avg Weight

0.95%

Total Value

$353.8M

Ownership Trend

58 institutions currently hold MFDX, with 31 net buyers and 22 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

22

Net Buying Institutions

31

Key Holders

Key Holders

Top 5 by Value

S&
Schiavi & Co LLC
$123.5M
FC
Financial Consulate, INC
$67.2M
SI
Stratos Investment Management, LLC
$51.5M
ML
Mariner, LLC
$34.8M
LF
LPL Financial LLC
$12.7M

Top 5 by Conviction

S&
Schiavi & Co LLC
36.66%
FC
Financial Consulate, INC
8.37%
SI
Stratos Investment Management, LLC
2.06%
W&
Williams & Novak, LLC
2.04%
AW
Austin Wealth Management, LLC
1.91%
View all 58 holding institutions

Across its top 20 institutional holders, MFDX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 14/100, avg. turnover score 21/100).

Quarterly Activity

Recent Activity

+$279.2M

Total Buy Value

$86.8M

Total Sell Value

New buy10
Trim20
Add21
Sold out2

31

Net Buyers

22

Net Sellers

Smart Money Convergence

MFDX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

72202L371

FAQ

Who are the top institutional investors holding PIMCO RAFI DYNAMIC MULTI-FAC (MFDX)?
Major stakeholders currently include Schiavi & Co LLC ($123.5M), Financial Consulate, INC ($67.2M), Stratos Investment Management, LLC ($51.5M). Based on the latest 13F filings, there are a total of 58 tracked investment funds and institutions maintaining positions in MFDX.
What is the overall institutional sentiment toward MFDX recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $8.4M, driven by 31 managers accumulating shares while 22 reduced their exposure.
Which institutions have been selling or reducing their MFDX positions?
In the latest period, 20 funds trimmed their holdings, and 2 managers completely exited their positions. The aggregate reported sell value was $86.8M.
Are there any notable investors adding MFDX to their portfolios?
Yes, buying activity remains notable. 10 institutions opened new positions in {ticker}, and 21 existing holders added to their shares. The total reported buy value for the quarter amounted to $279.2M.

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