Who owns PIMCO RAFI ESG U.S. ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of RAFE from SEC Form 13F filings across 48 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 48 institutions disclosed 2.6M shares of PIMCO RAFI ESG U.S. ETF worth $120.5M — about 77% of shares outstanding; the largest disclosed holder is Savant Capital, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
48
13F holders
$120.5M
value, 2026 filers
77%
of shares outstanding (2.6M sh)
9
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of RAFE's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 564,233 | $25.4M | 0.1% | 17% | +121.5% |
| 2 | Sellwood Investment Partners LLC | 470,325 | $22.5M | 7.9% | 14.2% | -5.8% |
| 3 | LPL Financial LLC | 159,208 | $7.6M | 0.0% | 4.8% | -6.9% |
| 4 | Balanced Rock Investment Advisors LLC | 152,855 | $7.3M | 4.6% | 4.6% | +2.5% |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 142,184 | $6.8M | 0.0% | 4.3% | +25.3% |
| 6 | Envestnet Portfolio Solutions, Inc. | 138,093 | $6.6M | 0.0% | 4.2% | +36.1% |
| 7 | Arlington Financial Advisors, LLC | 122,971 | $5.9M | 0.7% | 3.7% | -0.1% |
| 8 | Northwest Bancshares, Inc. | 108,915 | $5.2M | 0.9% | 3.3% | +0.5% |
| 9 | GenWealth Group, Inc. | 86,680 | $4.1M | 0.6% | 2.6% | -3.8% |
| 10 | Cetera Investment Advisers | 69,511 | $3.3M | 0.0% | 2.1% | +3.8% |
| 11 | Financial Insights, Inc. | 61,530 | $2.9M | 0.8% | 1.9% | -2.5% |
| 12 | OSAIC HOLDINGS, INC. | 41,327 | $2.0M | 0.0% | 1.2% | +2102.9% |
| 13 | NewEdge Advisors, LLC | 39,282 | $1.9M | 0.0% | 1.2% | +8.6% |
| 14 | Bruce G. Allen Investments, LLC | 37,314 | $1.8M | 1.1% | 1.1% | +1.6% |
| 15 | CITADEL ADVISORS LLC | 34,331 | $1.6M | 0.0% | 1% | +29.0% |
| 16 | Mariner, LLC | 30,664 | $1.5M | 0.0% | 0.9% | -0.8% |
| 17 | ROYAL BANK OF CANADA | 26,652 | $1.3M | 0.0% | 0.8% | +625.6% |
| 18 | Dynamic Advisor Solutions LLC | 22,259 | $1.1M | 0.0% | 0.7% | +6.2% |
| 19 | GOLDMAN SACHS GROUP INCNEW | 20,063 | $960,295 | 0.0% | 0.6% | new |
| 20 | Capital Analysts, LLC | 18,681 | $894,000 | 0.0% | 0.6% | +1.0% |
| 21 | Mason & Associates Inc | 16,106 | $770,898 | 0.1% | 0.5% | -20.0% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW | 16,008 | $766,207 | 0.0% | 0.5% | new |
| 23 | BANK OF AMERICA CORP /DE/ | 14,868 | $711,642 | 0.0% | 0.4% | +96.0% |
| 24 | Walkner Condon Financial Advisors LLC | 13,875 | $664,113 | 0.1% | 0.4% | +4.4% |
| 25 | FLAGSHIP HARBOR ADVISORS, LLC | 13,653 | $653,505 | 0.0% | 0.4% | +1.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.