MFDX

Pimco Rafi Dynamic Multi-Fac$41.13 2.37%
UnclassifiedUSCUSIP 72202L371· EOD Jun 5, 2026◍ Confluence graph
Tracked 13F Holders
15
+8 QoQ
13F Value (tracked)
$64.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)3 adding · 3 trimming
Insider net (180d)$0

Price & smart-money activity

$41.13 2.37%5Y +37.8%
$20.60$26.59$32.58$38.57$44.5720212022202320242025202625225425233332526356
Hover for who · click for detailEnd-of-day closing prices52w $34.68 – $42.95
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Use MFDX data in an agent

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

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Ask your agent who owns MFDX

This stock page is the Follow view. The Build view lets your agent query MFDX owners, fund changes, insider filings, and source links through REST or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MFDX"
Ask your agent
Use Arkolith to show who owns MFDX,
which funds added or reduced it, and which
SEC filings prove each claim.

Top institutional holders

15 tracked 13F filers
#FundPosition valueSharesLast moveAs ofHistory
1Stratos Investment Management, LLC
$51.5M
1.3M
+0.1%
Added · +1K sh
Q1 2026
2EVOLVE PRIVATE WEALTH, LLC
$4.2M
104K
−2.8%
Reduced · −3K sh
Q1 2026
3Merit Financial Group, LLC
$2.1M
52K
−11%
Reduced · −6K sh
Q1 2026
4Stratos Wealth Partners, LTD.
$2.0M
51K
+27%
Added · +11K sh
Q1 2026
5McAdam, LLC
$1.5M
39K
−7.7%
Reduced · −3K sh
Q1 2026
6KESTRA PRIVATE WEALTH SERVICES, LLC
$1.1M
28K
+100%
Added · +14K sh
Q1 2026
7MML INVESTORS SERVICES, LLC
$634K
16K
−7.7%
Reduced · −1K sh
Q1 2026
8Private Advisor Group, LLC
$320K
8K
−20%
Reduced · −2K sh
Q1 2026
9StoneX Group Inc.
$227K
6K
−21%
Reduced · −2K sh
Q1 2026
10FOUNDATIONS INVESTMENT ADVISORS, LLC
$224K
6K
~0%
Added · +1 sh
Q1 2026
11Stratos Wealth Advisors, LLC
$207K
5K
New
+5K sh
Q1 2026
12CWM, LLC
$17K
424
−33%
Reduced · −207 sh
Q1 2026
13Blue Trust, Inc.
$4K
112
New
+112 sh
Q1 2026
14ASSETMARK, INC
$2K
38
New
+38 sh
Q1 2026
15VANGUARD ADVISERS INC
$836
21
New
+21 sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Fund activity: latest quarter

Opened (NEW)
1
funds
Added
2
funds
Reduced
3
funds
Exited
0
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

39 funds+33 since Q2 2022
02039Q2 2022Q1 2023Q4 2023Q3 2024Q2 2025Q1 2026
funds holding aggregate valuelatest $134.8M

Share classes

Class13F holdersValue held
MFDXthis pageRAFI DYN MULTI39 funds$134.8M
MFUSRAFI DYN ML US20 funds$14.8M
MFEMRAFI DYN EMERG18 funds$49.2M
72202L678OPEN END TAXABLE LOAD FUND1 funds$909

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Funds that own MFDX also own

CompanyCo-held byCombined value
APPLE INCAAPL16 funds$4.0B
VANGUARD S&P 500 ETFVOO16 funds$3.9B
NVIDIA CORPNVDA16 funds$3.8B
ISHARES CORE S&P 500 ETFIVV16 funds$3.8B
VANGUARD MEGA CAP GROWTH ETFMGK16 funds$3.4B
MICROSOFT CORPMSFT16 funds$2.7B
ALPHABET INC-CL AGOOGL16 funds$2.1B
AMAZON.COM INCAMZN16 funds$2.0B
ISHARES CORE MSCI EMERGINGIEMG16 funds$2.0B
SS SPDR S&P 500 ETF TRUST-USSPY16 funds$1.9B
VANGUARD GROWTH ETFVUG16 funds$1.6B
INVESCO QQQ TRUST SERIES 1QQQ16 funds$1.6B

Ranked by how many of MFDX's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

Browse more

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MFDX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.