PIMCO Rafi ESG US ETFRAFEETF
13F holders, Q2 2025 (June 30)28holders +4
3new positions
0sold out
1famous investor
$38.13avg. 13F price*
At the end of Q2 2025, 28 institutions reported holding PIMCO Rafi ESG US ETF (RAFE) in their 13F filings, up 4 from Q1 2025. 3 opened new positions and 0 sold out. The largest holders were Sellwood Investment Partners LLC ($19.3M), Northwest Bancshares, Inc. ($6.1M) and Balanced Rock Investment Advisors LLC ($5.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- PIMCO Rafi ESG US ETF
- Filed as
- PIMCO EQUITY SER (Q2 2025)
- CUSIP
- 72201T342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $1.9M |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 145,912 shares bought and 27,698 shares sold, net +118,214 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 28 holders
| Sellwood Investment Partners LLC | 9.24% | Add +0.7% | 506,863 | $19.3M |
| Northwest Bancshares, Inc. | 1.07% | Reduce -2.1% | 160,941 | $6.1M |
| Balanced Rock Investment Advisors LLC | 4.51% | Add +36.7% | 150,806 | $5.8M |
| Arlington Financial Advisors, LLC | 0.83% | Add +1.2% | 133,098 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +14.6% | 118,416 | $4.5M |
| GenWealth Group, Inc. | 0.64% | Add +3.3% | 83,517 | $3.2M |
| Financial Insights, Inc. | 0.69% | New | 49,333 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.3% | 44,498 | $1.7M |
| Citadel Advisors | 0.00% | Add +93.3% | 43,484 | $1.7M |
| LPL Financial LLC | 0.00% | Add +2.2% | 38,464 | $1.5M |
| Bruce G. Allen Investments, LLC | 1.09% | Reduce -3.0% | 37,797 | $1.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.0% | 27,034 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +27.3% | 22,407 | $855K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -1.3% | 20,874 | $796K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +2.2% | 12,576 | $480K |
| Flynn Zito Capital Management, LLC | 0.19% | Add +1.0% | 12,013 | $458K |
| Bank of America Corp. | 0.00% | Reduce -27.9% | 11,470 | $437K |
| JNBA Financial Advisors | 0.04% | Reduce -5.9% | 10,427 | $398K |
| RHS Financial, LLC | 0.19% | Reduce -15.7% | 8,867 | $338K |
| KWB Wealth | 0.04% | Add +53.9% | 8,883 | $323K |
| Bond & Devick Financial Network, Inc. | 0.09% | Add +20.6% | 7,239 | $276K |
| Milestone Investment Advisors LLC | 0.06% | Add +0.0% | 5,927 | $226K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.0% | 2,986 | $114K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 2,397 | $91K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,453 | $55K |
| Global Retirement Partners, LLC | 0.00% | — | 530 | $20K |
| Raymond James Financial Inc. | 0.00% | New | 332 | $13K |
| Royal Bank of Canada | 0.00% | Reduce -98.6% | 154 | $6K |
"% of holder's portfolio" is RAFE's weight in each manager's 13F, not the share of PIMCO Rafi ESG US ETF the manager owns.