PIMCO Rafi ESG US ETFRAFEETF
13F holders, Q1 2026 (March 31)43holders +3
8new positions
4sold out
1famous investor
$41.60avg. 13F price*
At the end of Q1 2026, 43 institutions reported holding PIMCO Rafi ESG US ETF (RAFE) in their 13F filings, up 3 from Q4 2025. 8 opened new positions and 4 sold out. The largest holders were Sellwood Investment Partners LLC ($20.8M), Savant Capital, LLC ($10.6M) and LPL Financial LLC ($7.1M). 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 (Q1 2026)
- CUSIP
- 72201T342
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.9M |
| Exits | 4 | $1.0M |
All 13F filers, Q4 2025 → Q1 2026: 278,875 shares bought and 81,429 shares sold, net +197,446 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Sellwood Investment Partners LLC | 8.19% | Add +1.9% | 499,411 | $20.8M |
| Savant Capital, LLC | 0.05% | Add +28.6% | 254,719 | $10.6M |
| LPL Financial LLC | 0.00% | Add +194.1% | 171,016 | $7.1M |
| Balanced Rock Investment Advisors LLC | 4.35% | Add +1.0% | 149,184 | $6.2M |
| Arlington Financial Advisors, LLC | 0.73% | Reduce -3.3% | 123,101 | $5.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.3% | 113,440 | $4.7M |
| Northwest Bancshares, Inc. | 0.90% | Reduce -1.4% | 108,413 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +1.3% | 101,475 | $4.2M |
| GenWealth Group, Inc. | 0.64% | Add +6.1% | 90,150 | $3.8M |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 66,960 | $2.8M |
| Financial Insights, Inc. | 0.85% | Add +0.0% | 63,112 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Reduce -10.7% | 44,180 | $1.8M |
| Bruce G. Allen Investments, LLC | 1.00% | Reduce -3.5% | 36,739 | $1.5M |
| Mariner, LLC | 0.00% | New | 30,898 | $1.3M |
| Citadel Advisors | 0.00% | Add +235.2% | 26,607 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -0.2% | 20,952 | $872K |
| Mason & Associates Inc | 0.16% | Add +1.8% | 20,138 | $820K |
| Capital Analysts, LLC | 0.02% | New | 18,489 | $769K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.3% | 13,430 | $559K |
| Walkner Condon Financial Advisors LLC | 0.07% | Add +0.5% | 13,289 | $553K |
| Flynn Zito Capital Management, LLC | 0.15% | Reduce -0.5% | 11,561 | $481K |
| JNBA Financial Advisors | 0.03% | Reduce -6.3% | 9,344 | $389K |
| KWB Wealth | 0.04% | Reduce -8.7% | 8,861 | $372K |
| Bond & Devick Financial Network, Inc. | 0.09% | Reduce -8.8% | 7,852 | $327K |
| Bank of America Corp. | 0.00% | Reduce -33.1% | 7,586 | $316K |
| RHS Financial, LLC | 0.15% | Add +5.5% | 7,453 | $310K |
| Bank of New York Mellon Corp | 0.00% | New | 6,428 | $267K |
| Milestone Investment Advisors LLC | 0.06% | Add +0.1% | 5,956 | $248K |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 5,589 | $233K |
| Sprinkle Financial Consultants LLC | 0.10% | Add +0.4% | 5,304 | $221K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.4% | 5,110 | $213K |
| Williams & Novak, LLC | 0.16% | No change | 5,000 | $208K |
| Wells Fargo & Company | 0.00% | New | 4,169 | $173K |
| AdvisorNet Financial, Inc | 0.01% | Add +28.1% | 3,835 | $160K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -21.3% | 3,700 | $154K |
| Harbour Investments, Inc. | 0.00% | New | 3,678 | $153K |
| Royal Bank of Canada | 0.00% | New | 3,673 | $153K |
| Sankala Group LLC | 0.11% | Add +35.2% | 3,253 | $134K |
| Ascentis Independent Advisors | 0.01% | New | 2,745 | $114K |
| Osaic Holdings, Inc. | 0.00% | Reduce -94.3% | 1,876 | $78K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,453 | $59K |
| JPMorgan Chase & Co. | 0.00% | New | 101 | $4K |
| Blueline Advisors LLC | 0.00% | Reduce -87.5% | 25 | $1K |
"% 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.