PIMCO Rafi ESG US ETFRAFEETF
13F holders, Q4 2025 (December 31)40holders +10
10new positions
2sold out
1famous investor
$42.04avg. 13F price*
At the end of Q4 2025, 40 institutions reported holding PIMCO Rafi ESG US ETF (RAFE) in their 13F filings, up 10 from Q3 2025. 10 opened new positions and 2 sold out. The largest holders were Sellwood Investment Partners LLC ($20.6M), Savant Capital, LLC ($8.3M) and Balanced Rock Investment Advisors LLC ($6.2M). 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 (Q4 2025)
- CUSIP
- 72201T342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $17.9M |
| Exits | 2 | $978K |
All 13F filers, Q3 2025 → Q4 2025: 459,434 shares bought and 78,827 shares sold, net +380,607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 40 holders
| Sellwood Investment Partners LLC | 8.04% | Reduce -3.7% | 490,135 | $20.6M |
| Savant Capital, LLC | 0.05% | New | 198,131 | $8.3M |
| Balanced Rock Investment Advisors LLC | 4.41% | Reduce -2.9% | 147,728 | $6.2M |
| Arlington Financial Advisors, LLC | 0.77% | Reduce -4.3% | 127,322 | $5.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.0% | 119,740 | $5.0M |
| Northwest Bancshares, Inc. | 0.89% | Reduce -2.2% | 109,992 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | New | 100,202 | $4.2M |
| GenWealth Group, Inc. | 0.62% | Reduce -1.1% | 85,000 | $3.6M |
| Cetera Investment Advisers | 0.00% | New | 66,336 | $2.8M |
| Financial Insights, Inc. | 0.89% | Add +0.8% | 63,092 | $2.6M |
| LPL Financial LLC | 0.00% | Add +17.8% | 58,152 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Add +0.9% | 49,497 | $2.1M |
| Bruce G. Allen Investments, LLC | 1.08% | Add +0.3% | 38,065 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Add +43.5% | 32,871 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.03% | New | 20,995 | $882K |
| Mason & Associates Inc | 0.16% | New | 19,780 | $831K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -40.8% | 17,189 | $722K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +5.5% | 13,384 | $562K |
| Walkner Condon Financial Advisors LLC | 0.08% | Add +8.0% | 13,226 | $555K |
| Flynn Zito Capital Management, LLC | 0.17% | Reduce -0.0% | 11,620 | $488K |
| Bank of America Corp. | 0.00% | Reduce -4.9% | 11,332 | $476K |
| JNBA Financial Advisors | 0.04% | Reduce -3.2% | 9,976 | $419K |
| KWB Wealth | 0.04% | Add +1.9% | 9,707 | $408K |
| Bond & Devick Financial Network, Inc. | 0.10% | Add +18.9% | 8,605 | $361K |
| Citadel Advisors | 0.00% | Reduce -51.4% | 7,937 | $333K |
| RHS Financial, LLC | 0.14% | Reduce -18.9% | 7,065 | $297K |
| Milestone Investment Advisors LLC | 0.06% | Add +0.4% | 5,953 | $250K |
| Raymond James Financial Inc. | 0.00% | New | 5,404 | $227K |
| Sprinkle Financial Consultants LLC | 0.11% | Add +0.4% | 5,283 | $222K |
| Envestnet Asset Management Inc. | 0.00% | New | 5,089 | $214K |
| Williams & Novak, LLC | 0.16% | No change | 5,000 | $210K |
| Townsend Asset Management Corp. /NC/ | 0.07% | New | 4,815 | $202K |
| Farther Finance Advisors, LLC | 0.00% | New | 4,700 | $197K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.1% | 2,994 | $126K |
| Sankala Group LLC | 0.08% | — | 2,406 | $105K |
| Larson Financial Group LLC | 0.00% | Add +0.4% | 2,418 | $102K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,453 | $62K |
| Global Retirement Partners, LLC | 0.00% | No change | 516 | $22K |
| Blueline Advisors LLC | 0.01% | — | 200 | $8K |
| UBS Group AG | 0.00% | New | 15 | $630 |
"% 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.