MFDX

Pimco Rafi Dynamic Multi-Fac$41.65 0.42%
UnclassifiedUSCUSIP 72202L371· EOD Jul 31, 2026◍ Confluence graph
Tracked 13F Holders
49
-36 QoQ
13F Value (tracked)
$227.0M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)7 adding · 7 trimming
Insider net (180d)$0

Price & smart-money activity

$41.65 0.42%5Y +39.1%
$20.56$26.56$32.57$38.57$44.582021202220232024202520262522424252334345374947834
Hover for who · click for detailEnd-of-day closing prices52w $34.97 – $42.95

Who owns MFDX?

49 tracked 13F filers

49 tracked 13F filers disclose a position in MFDX as of the latest SEC 13F filings, a combined $227.0M in reported value. 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.

#FundPosition valueSharesLast moveAs ofHistory
1FINANCIAL CONSULATE, INC
$71.0M
1.7M
+1.1%
Added · +19K sh
Q2 2026
2Stratos Investment Management, LLC
$51.5M
1.3M
+0.1%
Added · +1K sh
Q1 2026
3Mariner, LLC
$34.8M
875K
−4.1%
Reduced · −38K sh
Q1 2026
4LPL Financial LLC
$12.7M
319K
+16%
Added · +44K sh
Q1 2026
5Austin Wealth Management, LLC
$8.7M
211K
+1.2%
Added · +2K sh
Q2 2026
6IFC Advisors LLC
$6.9M
165K
−0.8%
Reduced · −1K sh
Q2 2026
7NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$5.9M
148K
−3.5%
Reduced · −5K sh
Q1 2026
8EVOLVE PRIVATE WEALTH, LLC
$4.2M
104K
−2.8%
Reduced · −3K sh
Q1 2026
9JANE STREET GROUP, LLC
$3.0M
76K
+28%
Added · +17K sh
Q1 2026
10Williams & Novak, LLC
$3.0M
73K
+6.8%
Added · +5K sh
Q2 2026
11WELLS FARGO & COMPANY/MN
$2.8M
69K
+21%
Added · +12K sh
Q1 2026
12RAYMOND JAMES FINANCIAL INC
$2.5M
63K
−4.5%
Reduced · −3K sh
Q1 2026
13SUSQUEHANNA INTERNATIONAL GROUP, LLP
$2.4M
59K
−55%
Reduced · −74K sh
Q1 2026
14Stratos Wealth Partners, LTD.
$2.0M
51K
+27%
Added · +11K sh
Q1 2026
15JPMORGAN CHASE & CO
$1.5M
38K
−71%
Reduced · −95K sh
Q1 2026
16Walkner Condon Financial Advisors LLC
$1.5M
37K
+0.8%
Added · +285 sh
Q2 2026
17McAdam, LLC
$1.5M
37K
−5.8%
Reduced · −2K sh
Q2 2026
18ENVESTNET ASSET MANAGEMENT INC
$1.1M
29K
+62%
Added · +11K sh
Q1 2026
19MATHER GROUP, LLC.
$984K
25K
New
+25K sh
Q1 2026
20Private Advisor Group, LLC
$1.0M
24K
+199%
Added · +16K sh
Q2 2026
21Merit Financial Group, LLC
$917K
22K
−57%
Reduced · −30K sh
Q2 2026
22Sovran Advisors, LLC
$771K
19K
−4.3%
Reduced · −840 sh
Q2 2026
23AQR CAPITAL MANAGEMENT LLC
$672K
17K
−2.8%
Reduced · −493 sh
Q1 2026
24Caerus Investment Advisors, LLC
$672K
17K
Held
Q1 2026
25MML INVESTORS SERVICES, LLC
$634K
16K
−7.7%
Reduced · −1K 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.

Is MFDX being bought or sold by institutions?

Last quarter, 3 funds opened a new position in MFDX and 4 added to an existing one, while 7 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
3
funds
Added
4
funds
Reduced
7
funds
Exited
0
funds

Funds that own MFDX also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA15 funds$6.5B
APPLE INCAAPL15 funds$4.9B
MICROSOFT CORPMSFT15 funds$4.5B
AMAZON.COM INCAMZN15 funds$2.5B
BROADCOM INCAVGO15 funds$2.3B
ALPHABET INC-CL AGOOGL15 funds$2.1B
ALPHABET INC-CL CGOOG15 funds$1.8B
MICRON TECHNOLOGY INCMU15 funds$1.6B
ISHARES CORE S&P 500 ETFIVV15 funds$1.5B
META PLATFORMS INC-CLASS AMETA15 funds$1.3B
COSTCO WHOLESALE CORPCOST15 funds$1.2B
JOHNSON & JOHNSONJNJ15 funds$1.1B

Ranked by how many of MFDX's institutional holders also hold each name, a cross-fund conviction signal.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Institutional ownership over time

14 funds-6 since Q3 2024
02550Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $90.1M

Share classes

Class13F holdersValue held
MFDXthis pageRAFI DYN MULTI49 funds$227.0M
MFUSRAFI DYN ML US29 funds$103.3M
MFEMmc26 funds$80.7M
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.

Recent filings

0 shown

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

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Ask your agent what changed in MFDX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/MFDX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for MFDX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

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.