PIMCO Rafi ESG US ETFRAFEETF
13F holders, Q3 2025 (September 30)30holders +2
3new positions
1sold out
1famous investor
$40.68avg. 13F price*
At the end of Q3 2025, 30 institutions reported holding PIMCO Rafi ESG US ETF (RAFE) in their 13F filings, up 2 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Sellwood Investment Partners LLC ($20.7M), Balanced Rock Investment Advisors LLC ($6.2M) and Arlington Financial Advisors, LLC ($5.4M). 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 (Q3 2025)
- CUSIP
- 72201T342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $916K |
| Exits | 1 | $13K |
All 13F filers, Q2 2025 → Q3 2025: 73,335 shares bought and 96,009 shares sold, net −22,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 30 holders
| Sellwood Investment Partners LLC | 8.24% | Add +0.4% | 508,740 | $20.7M |
| Balanced Rock Investment Advisors LLC | 4.52% | Add +0.8% | 152,061 | $6.2M |
| Arlington Financial Advisors, LLC | 0.80% | Reduce -0.1% | 132,990 | $5.4M |
| Northwest Bancshares, Inc. | 0.76% | Reduce -30.1% | 112,492 | $4.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -8.1% | 108,859 | $4.4M |
| GenWealth Group, Inc. | 0.65% | Add +2.9% | 85,926 | $3.5M |
| Financial Insights, Inc. | 0.84% | Add +26.9% | 62,613 | $2.5M |
| LPL Financial LLC | 0.00% | Add +28.3% | 49,361 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +10.3% | 49,058 | $2.0M |
| Bruce G. Allen Investments, LLC | 1.11% | Add +0.4% | 37,944 | $1.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +39.0% | 29,015 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +2.2% | 22,902 | $930K |
| Susquehanna International Group, LLP | 0.00% | Reduce -35.9% | 17,329 | $705K |
| Citadel Advisors | 0.00% | Reduce -62.5% | 16,315 | $664K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.9% | 12,684 | $516K |
| Walkner Condon Financial Advisors LLC | 0.08% | New | 12,243 | $498K |
| Bank of America Corp. | 0.00% | Add +3.9% | 11,920 | $485K |
| Flynn Zito Capital Management, LLC | 0.17% | Reduce -3.3% | 11,623 | $473K |
| JNBA Financial Advisors | 0.04% | Reduce -1.2% | 10,301 | $419K |
| KWB Wealth | 0.04% | Add +7.3% | 9,528 | $363K |
| RHS Financial, LLC | 0.18% | Reduce -1.8% | 8,708 | $354K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 7,239 | $295K |
| Royal Bank of Canada | 0.00% | Add +4252.6% | 6,703 | $273K |
| Milestone Investment Advisors LLC | 0.06% | Add +0.1% | 5,930 | $241K |
| Sprinkle Financial Consultants LLC | 0.12% | New | 5,261 | $214K |
| Williams & Novak, LLC | 0.16% | New | 5,000 | $204K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 2,990 | $122K |
| Larson Financial Group LLC | 0.00% | Add +0.5% | 2,408 | $98K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,453 | $59K |
| Global Retirement Partners, LLC | 0.00% | Reduce -2.6% | 516 | $21K |
"% 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.