PIMCO RAFI ESG US ETF (RAFE) Institutional Ownership Changes & 13F Activity
PIMCO RAFI ESG US ETF (RAFE). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Savant Capital, Llc, Osaic Holdings, Inc., Commonwealth Equity Services, Llc, Royal Bank Of Canada, and Goldman Sachs Group Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +7,724 | +29.0% | 34,331 | $1.64M | Q2 2026 | Sep 02, 2026 |
| Financial Insights, Inc. | Sell | -1,582 | -2.5% | 61,530 | $2.95M | Q2 2026 | Aug 25, 2026 |
| Balanced Rock Investment Advisors Llc | Buy | +3,671 | +2.5% | 152,855 | $7.32M | Q2 2026 | Aug 17, 2026 |
| Osaic Holdings, Inc. | Buy | +39,451 | +2102.9% | 41,327 | $1.98M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +22,979 | +625.6% | 26,652 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +20,063 | — | 20,063 | $960.29K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +16,008 | — | 16,008 | $766.21K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +7,282 | +96.0% | 14,868 | $711.64K | Q2 2026 | Aug 14, 2026 |
| Milestone Investment Advisors Llc | Buy | +998 | +16.8% | 6,954 | $332.83K | Q2 2026 | Aug 14, 2026 |
| Northwest Bancshares, Inc. | Buy | +502 | +0.5% | 108,915 | $5.21M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +59 | +1.1% | 5,648 | $270.34K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Sell | -234 | -0.8% | 30,664 | $1.47M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +3,215 | — | 3,215 | $154.35K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +3,119 | +8.6% | 39,282 | $1.88M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +2,551 | +3.8% | 69,511 | $3.33M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Buy | +19 | +0.5% | 3,697 | $176.95K | Q2 2026 | Aug 12, 2026 |
| Providence Capital Advisors, Llc | Buy | +1,276 | — | 1,276 | $61.08K | Q2 2026 | Aug 11, 2026 |
| Savant Capital, Llc | Buy | +309,514 | +121.5% | 564,233 | $25.43M | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Sell | -11,808 | -6.9% | 159,208 | $7.62M | Q2 2026 | Aug 07, 2026 |
| Bank Of New York Mellon Corp | Buy | +1,956 | +30.4% | 8,384 | $401.29K | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, Llc | Buy | +192 | +1.0% | 18,681 | $894.00K | Q2 2026 | Aug 05, 2026 |
| Bruce G. Allen Investments, Llc | Buy | +575 | +1.6% | 37,314 | $1.79M | Q2 2026 | Jul 31, 2026 |
| Commonwealth Equity Services, Llc | Buy | +28,744 | +25.3% | 142,184 | $6.81M | Q2 2026 | Jul 29, 2026 |
| Kestra Private Wealth Services, Llc | Buy | +4,659 | — | 4,659 | $223.00K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Buy | +4,468 | — | 4,468 | $213.86K | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, Llc | Buy | +4,766 | — | 4,766 | $228.12K | Q2 2026 | Jul 27, 2026 |
| Nottingham Advisors, Inc. | Buy | +4,577 | — | 4,577 | $218.14K | Q2 2026 | Jul 27, 2026 |
| Walkner Condon Financial Advisors Llc | Buy | +586 | +4.4% | 13,875 | $664.11K | Q2 2026 | Jul 27, 2026 |
| Townsend Asset Management Corp | Buy | +4,447 | — | 4,447 | $212.83K | Q2 2026 | Jul 24, 2026 |
| Flynn Zito Capital Management, Llc | Sell | -347 | -3.0% | 11,214 | $536.76K | Q2 2026 | Jul 24, 2026 |
Frequently asked questions about RAFE activity
Which institutional owners are buying RAFE?
Institutional owners buying RAFE include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in RAFE activity?
"Buy" means an investor increased their reported position in RAFE compared to the prior reporting period. This reflects growing exposure to PIMCO RAFI ESG US ETF (RAFE) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in RAFE increasing?
Institutional interest in RAFE can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.