Who owns RAFE?
PIMCO RAFI ESG U.S. ETF · PIMCO
48 institutions reported holding RAFE, worth $120.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of RAFE
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Savant Capital, LLC | Rockford, IL | $25.4M | 564,233 | +309,514 shares |
| Sellwood Investment Partners LLC | Portland, OR | $22.5M | 470,325 | −29,086 shares |
| LPL Financial LLC | Fort Mill, SC | $7.6M | 159,208 | −11,808 shares |
| Balanced Rock Investment Advisors LLC | Roslindale, MA | $7.3M | 152,855 | +3,671 shares |
| Commonwealth Equity Services, LLC | Waltham, MA | $6.8M | 142,184 | +28,744 shares |
| Envestnet Portfolio Solutions, Inc. | Berwyn, PA | $6.6M | 138,093 | +36,618 shares |
| Arlington Financial Advisors, LLC | Santa Barbara, CA | $5.9M | 122,971 | −130 shares |
| Northwest Bancshares, Inc. | Warren, PA | $5.2M | 108,915 | +502 shares |
| GenWealth Group, Inc. | Maplewood, NJ | $4.1M | 86,680 | −3,470 shares |
| Cetera Investment Advisers | Schaumburg, IL | $3.3M | 69,511 | +2,551 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns RAFE?
48 institutional managers reported holding RAFE in Form 13F filings for June 30, 2026, worth $120.5M in total. The largest reported position was held by Savant Capital, LLC, at $25.4M.
Did institutions buy or sell RAFE last quarter?
Reported 13F value rose 41.6% from March 31, 2026, which includes price moves as well as buying and selling. 9 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is RAFE ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.