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Pimco Rafi Esg U.S. Etf (RAFE) Institutional Ownership

$50.33 +0.51 (+1.02%)
Closing price 04:10 PM Eastern
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$50.35 +0.02 (+0.04%)
As of 07:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Pimco Rafi Esg U.S. Etf (NYSEARCA:RAFE)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$23.98M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.99M
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RAFE Institutional Buying and Selling by Quarter

Pimco Rafi Esg U.S. Etf Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/10/2026Prism Advisors Inc.33,139$1.64M0.4%N/A0.961%
9/23/2026Envestnet Portfolio Solutions Inc.138,093$6.61M0.0%+36.1%4.062%
9/9/2026NewEdge Advisors LLC39,282$1.88M0.0%-11.1%1.155%
9/2/2026Citadel Advisors LLC34,331$1.64M0.0%+29.0%1.010%
8/25/2026Financial Insights Inc.61,530$2.95M0.8%-2.5%1.810%
8/21/2026Mason & Associates Inc16,106$771K0.1%-20.0%0.474%
8/20/2026JNBA Financial Advisors8,228$394K0.0%-11.9%0.242%
7/10/2026GenWealth Group Inc.86,680$4.15M0.6%-3.8%2.587%
7/7/2026Dynamic Advisor Solutions LLC22,259$1.07M0.0%+6.2%0.664%
6/3/2026NewEdge Advisors LLC44,180$1.84M0.0%-10.7%1.403%
5/19/2026NewEdge Advisors LLC36,163$1.51M0.0%-26.9%1.148%
5/19/2026Bank of America Corp DE7,586$316K0.0%-33.1%0.241%
5/18/2026Royal Bank of Canada3,673$153K0.0%N/A0.117%
5/13/2026Cetera Investment Advisers66,960$2.79M0.0%+0.9%2.126%
5/5/2026Bank of New York Mellon Corp6,428$267K0.0%N/A0.204%
4/30/2026Mason & Associates Inc20,138$820K0.2%+1.8%0.650%
4/28/2026Ascentis Independent Advisors2,745$114K0.0%N/A0.089%
4/23/2026Sellwood Investment Partners LLC499,411$20.78M8.2%+1.9%16.110%
4/17/2026AdvisorNet Financial Inc3,835$160K0.0%+28.1%0.126%
3/2/2026Sankala Group LLC2,406$105K0.1%N/A0.083%
2/18/2026NewEdge Advisors LLC49,497$2.08M0.0%+0.9%1.707%
2/17/2026Cetera Investment Advisers66,336$2.79M0.0%N/A2.287%
2/17/2026Osaic Holdings Inc.32,871$1.39M0.0%+43.5%1.133%
2/13/2026Balanced Rock Investment Advisors LLC147,728$6.20M4.4%-2.8%5.094%
2/12/2026Commonwealth Equity Services LLC119,740$5.03M0.0%+10.0%4.129%
2/11/2026LPL Financial LLC58,152$2.44M0.0%+17.8%2.005%
2/10/2026Goldman Sachs Group Inc.17,189$722K0.0%-40.8%0.593%
2/10/2026Savant Capital LLC198,131$8.32M0.0%N/A6.832%
2/6/2026Envestnet Portfolio Solutions Inc.100,202$4.21M0.0%N/A3.455%
1/26/2026Sellwood Investment Partners LLC490,135$20.58M8.0%-3.7%17.198%
1/26/2026JNBA Financial Advisors9,976$419K0.0%-3.2%0.350%
1/23/2026Farther Finance Advisors LLC4,700$197K0.0%N/A0.165%
1/21/2026Townsend Asset Management Corp NC ADV4,815$202K0.1%N/A0.169%
1/21/2026Flagship Harbor Advisors LLC13,384$562K0.0%+5.5%0.470%
1/21/2026Walkner Condon Financial Advisors LLC13,226$555K0.1%+8.0%0.464%
1/16/2026RHS Financial LLC7,065$297K0.1%-18.9%0.248%
1/14/2026Bond & Devick Financial Network Inc.8,605$361K0.1%+18.9%0.302%
1/12/2026GenWealth Group Inc.85,000$3.65M0.6%-1.1%2.982%
1/12/2026Arlington Financial Advisors LLC127,322$5.35M0.8%-4.3%4.467%
1/9/2026Dynamic Advisor Solutions LLC20,995$882K0.0%N/A0.737%
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11/17/2025NewEdge Advisors LLC49,058$2.00M0.0%+10.2%1.962%
11/17/2025Susquehanna International Group LLP17,329$705K0.0%-35.9%0.693%
11/17/2025Citadel Advisors LLC16,315$664K0.0%-62.5%0.653%
11/17/2025Bank of America Corp DE11,920$485K0.0%+3.9%0.477%
11/14/2025GenWealth Group Inc.85,926$3.50M0.7%+2.9%3.437%
11/5/2025Flynn Zito Capital Management LLC11,623$473K0.2%-3.2%0.465%
10/30/2025Sellwood Investment Partners LLC508,740$20.71M8.2%+0.4%20.350%
10/30/2025Williams & Novak LLC5,000$204K0.2%N/A0.200%
10/29/2025Walkner Condon Financial Advisors LLC12,243$498K0.1%N/A0.490%
10/9/2025Sprinkle Financial Consultants LLC5,261$214K0.1%N/A0.215%
10/8/2025KWB Wealth9,528$363K0.0%+7.3%0.389%
9/4/2025Osaic Holdings Inc.22,407$855K0.0%+27.3%0.934%
8/15/2025Smartleaf Asset Management LLC1,453$55K0.0%N/A0.061%
8/15/2025Balanced Rock Investment Advisors LLC150,806$5.75M4.5%+36.7%6.284%
8/15/2025Bank of America Corp DE11,470$437K0.0%-27.9%0.478%
8/14/2025NewEdge Advisors LLC44,498$1.70M0.0%-6.3%1.854%
8/4/2025Flagship Harbor Advisors LLC12,576$480K0.0%+2.2%0.524%
7/28/2025Arlington Financial Advisors LLC133,098$5.08M0.8%+1.2%5.546%
7/25/2025RHS Financial LLC8,867$338K0.2%-15.7%0.369%
7/24/2025JNBA Financial Advisors10,427$398K0.0%-5.9%0.434%
7/22/2025Financial Insights Inc.49,333$1.88M0.7%N/A2.056%
7/17/2025KWB Wealth8,883$323K0.0%+53.9%0.370%
7/16/2025GenWealth Group Inc.83,517$3.19M0.6%+3.3%3.480%
7/14/2025Sellwood Investment Partners LLC506,863$19.33M9.2%+0.7%21.119%
7/11/2025Bond & Devick Financial Network Inc.7,239$276K0.1%+20.6%0.302%
7/9/2025Bruce G. Allen Investments LLC37,797$1.44M1.1%-3.0%1.575%
6/27/2025Goldman Sachs Group Inc.21,157$769K0.0%N/A0.940%
5/16/2025Goldman Sachs Group Inc.21,157$769K0.0%N/A0.940%
5/16/2025NewEdge Advisors LLC47,466$1.72M0.0%+1,358.2%2.110%
5/15/2025Royal Bank of Canada11,127$404K0.0%-26.0%0.495%
5/12/2025Balanced Rock Investment Advisors LLC110,328$4.01M3.2%-0.5%4.903%
5/7/2025LPL Financial LLC37,627$1.37M0.0%+3.2%1.672%
5/6/2025Flynn Zito Capital Management LLC11,889$432K0.2%-6.0%0.528%
4/25/2025JNBA Financial Advisors11,076$402K0.0%-35.2%0.492%
4/22/2025Flagship Harbor Advisors LLC12,309$447K0.0%+17.8%0.547%
4/10/2025KWB Wealth5,773$210K0.0%N/A0.257%
4/9/2025Bond & Devick Financial Network Inc.6,004$218K0.1%N/A0.267%
3/5/2025Financial Insights Inc.14,694$534K0.2%+92.3%0.668%
2/17/2025Citadel Advisors LLC33,772$1.23M0.0%-9.4%2.329%
2/17/2025Bank of America Corp DE15,986$581K0.0%-11.5%1.102%
2/14/2025Balanced Rock Investment Advisors LLC110,882$4.03M3.2%-0.6%7.647%
2/12/2025Sellwood Investment Partners LLC463,923$16.86M9.1%N/A31.995%
2/11/2025LPL Financial LLC36,475$1.33M0.0%+15.6%2.516%
2/10/2025Commonwealth Equity Services LLC75,918$2.76M0.0%+12.7%5.236%
1/30/2025JNBA Financial Advisors17,091$621K0.1%-9.1%1.179%
1/28/2025Arlington Financial Advisors LLC131,686$4.79M1.0%+3.8%9.082%
1/21/2025Flagship Harbor Advisors LLC10,446$380K0.0%+8.3%0.720%
1/15/2025GenWealth Group Inc.80,681$2.93M0.7%-1.6%5.564%
1/10/2025Bruce G. Allen Investments LLC38,787$1.41M1.1%-3.7%2.675%
12/3/2024Denver PWM LLC682$25K0.0%-39.1%0.047%
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11/14/2024Providence Capital Advisors LLC2,889$108K0.0%N/A0.199%
10/31/2024JNBA Financial Advisors18,807$700K0.1%-21.6%1.297%
10/12/2024GenWealth Group Inc.81,953$3.05M0.7%-2.8%5.652%
10/9/2024Bruce G. Allen Investments LLC40,261$1.50M1.2%-5.9%2.777%
8/6/2024Flynn Zito Capital Management LLC11,298$398K0.2%-13.4%0.779%
8/5/2024Denver PWM LLC1,119$39K0.0%N/A0.077%
7/31/2024Balanced Rock Investment Advisors LLC109,989$3.88M3.3%+5.7%7.585%
7/31/2024Commonwealth Equity Services LLC67,904$2.39M0.0%+58.5%4.683%
7/17/2024GenWealth Group Inc.84,271$2.97M0.7%-1.3%5.812%
7/17/2024Arlington Financial Advisors LLC125,130$4.41M1.0%+1.3%8.630%


RAFE Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 institutional investors and hedge funds held shares of Pimco Rafi Esg U.S. Etf. The most heavily invested institutionals were Sellwood Investment Partners LLC ($20.78M), Savant Capital LLC ($8.32M), Envestnet Portfolio Solutions Inc. ($6.61M), Balanced Rock Investment Advisors LLC ($6.20M), Arlington Financial Advisors LLC ($5.35M), Commonwealth Equity Services LLC ($5.03M), and GenWealth Group Inc. ($4.15M).Learn more on Pimco Rafi Esg U.S. Etf's institutional investors.

Of the 33 institutional investors that purchased Pimco Rafi Esg U.S. Etf's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sellwood Investment Partners LLC ($478.75K), Savant Capital LLC ($198.13K), Envestnet Portfolio Solutions Inc. ($136.82K), Cetera Investment Advisers ($66.96K), Financial Insights Inc. ($56.38K), NewEdge Advisors LLC ($49.21K), and Goldman Sachs Group Inc. ($42.31K).

Institutional investors have bought a total of 559,986 shares in the last 24 months. This purchase volume represents approximately $23.98M in transactions.

Of the 14 institutional investors that sold Pimco Rafi Esg U.S. Etf's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Citadel Advisors LLC ($27.17K), NewEdge Advisors LLC ($23.55K), Sellwood Investment Partners LLC ($18.61K), Goldman Sachs Group Inc. ($11.83K), Susquehanna International Group LLP ($9.71K), Arlington Financial Advisors LLC ($5.67K), and GenWealth Group Inc. ($4.40K).

Institutional investors have sold a total of 118,085 shares in the last 24 months. This volume of shares sold represents approximately $4.99M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:RAFE is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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