PIMCO RAFI ESG US ETF (RAFE) Institutional Shareholders
PIMCO RAFI ESG US ETF (RAFE) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $71.23M in RAFE holdings during the latest filing period.
Savant Capital, Llc is currently the largest disclosed institutional shareholder of RAFE tracked by InsiderSet, reporting ownership valued at approximately $10.60M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.37M, representing an estimated gain of +16.74% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed RAFE value among the investors covered in this analysis. Major shareholders include Savant Capital, Llc, Lpl Financial Llc, Commonwealth Equity Services, Llc, and several other long-term asset managers with concentrated positions in PIMCO RAFI ESG US ETF (RAFE).
This page ranks the largest institutional RAFE shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
44
Total Reported Value
$71.23M
Largest Holder
Savant Capital, Llc
Largest Position
$10.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
50
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Savant Capital, Llc | 0.05% | 254,719 | $10,599,648 | $12,373,892 | +$1,774,244 | +16.74% | |
| Lpl Financial Llc | 0.00% | 171,016 | $7,116,503 | $8,307,718 | +$1,191,215 | +16.74% | |
| Commonwealth Equity Services, Llc | 0.01% | 142,184 | $6,805,509 | $6,907,100 | +$101,591 | +1.49% | |
| Envestnet Portfolio Solutions, Inc. | 0.03% | 138,093 | $6,609,674 | $6,708,365 | +$98,691 | +1.49% | |
| Balanced Rock Investment Advisors Llc | 4.35% | 149,184 | $6,207,999 | $7,247,150 | +$1,039,151 | +16.74% | |
| Arlington Financial Advisors, Llc | 0.75% | 122,971 | $5,885,884 | $5,973,759 | +$87,875 | +1.49% | |
| Northwest Bancshares, Inc. | 0.90% | 108,413 | $4,511,401 | $5,266,552 | +$755,151 | +16.74% | |
| Genwealth Group, Inc. | 0.65% | 86,680 | $4,148,852 | $4,210,793 | +$61,941 | +1.49% | |
| Cetera Investment Advisers | 0.00% | 66,960 | $2,786,413 | $3,252,823 | +$466,410 | +16.74% | |
| Financial Insights, Inc. | 0.85% | 63,112 | $2,626,295 | $3,065,893 | +$439,598 | +16.74% | |
| Bruce G. Allen Investments, Llc | 1.14% | 37,314 | $1,786,003 | $1,812,662 | +$26,659 | +1.49% | |
| Mariner, Llc | 0.00% | 30,898 | $1,285,762 | $1,500,982 | +$215,220 | +16.74% | |
| Citadel Advisors Llc | 0.00% | 26,607 | $1,107,200 | $1,292,531 | +$185,331 | +16.74% | |
| Dynamic Advisor Solutions Llc | 0.03% | 22,259 | $1,065,405 | $1,081,311 | +$15,906 | +1.49% | |
| Mason & Associates Inc | 0.12% | 16,106 | $770,898 | $782,407 | +$11,509 | +1.49% | |
| Walkner Condon Financial Advisors Llc | 0.08% | 13,875 | $664,113 | $674,028 | +$9,915 | +1.49% | |
| Flagship Harbor Advisors, Llc | 0.03% | 13,653 | $653,505 | $663,244 | +$9,739 | +1.49% | |
| Flynn Zito Capital Management, Llc | 0.15% | 11,214 | $536,756 | $544,760 | +$8,004 | +1.49% | |
| Advisornet Financial, Inc | 0.02% | 11,016 | $527,270 | $535,142 | +$7,872 | +1.49% | |
| Ggm Financial Llc | 0.19% | 10,491 | $502,141 | $509,638 | +$7,497 | +1.49% | |
| Bond & Devick Financial Network, Inc. | 0.10% | 8,352 | $399,760 | $405,728 | +$5,968 | +1.49% | |
| Jnba Financial Advisors | 0.03% | 8,228 | $393,825 | $399,705 | +$5,880 | +1.49% | |
| Newedge Advisors, Llc | 0.02% | 36,163 | $369,782 | $1,756,748 | +$1,386,966 | +375.08% | |
| Bank Of America Corp | 0.00% | 7,586 | $315,676 | $368,517 | +$52,841 | +16.74% | |
| Rhs Financial, Llc | 0.15% | 7,453 | $310,160 | $362,056 | +$51,896 | +16.73% | |
| Bank Of New York Mellon Corp | 0.00% | 6,428 | $267,469 | $312,263 | +$44,794 | +16.75% | |
| Sprinkle Financial Consultants Llc | 0.10% | 5,329 | $255,047 | $258,875 | +$3,828 | +1.50% | |
| Milestone Investment Advisors Llc | 0.06% | 5,956 | $247,840 | $289,334 | +$41,494 | +16.74% | |
| Williams & Novak, Llc | 0.16% | 5,000 | $239,320 | $242,893 | +$3,573 | +1.49% | |
| Raymond James Financial Inc | 0.00% | 5,589 | $232,576 | $271,506 | +$38,930 | +16.74% | |
| Private Advisor Group, Llc | 0.00% | 4,766 | $228,120 | $231,526 | +$3,406 | +1.49% | |
| Kestra Private Wealth Services, Llc | 0.00% | 4,659 | $223,001 | $226,328 | +$3,327 | +1.49% | |
| Nottingham Advisors, Inc. | 0.03% | 4,577 | $218,140 | $222,344 | +$4,204 | +1.93% | |
| Kestra Advisory Services, Llc | 0.00% | 4,468 | $213,862 | $217,049 | +$3,187 | +1.49% | |
| Townsend Asset Management Corp | 0.07% | 4,447 | $212,829 | $216,029 | +$3,200 | +1.50% | |
| Wells Fargo & Company/Mn | 0.00% | 4,169 | $173,485 | $202,524 | +$29,039 | +16.74% | |
| Farther Finance Advisors, Llc | 0.00% | 3,600 | $172,310 | $174,883 | +$2,573 | +1.49% | |
| Harbour Investments, Inc. | 0.00% | 3,678 | $153,053 | $178,672 | +$25,619 | +16.74% | |
| Royal Bank Of Canada | 0.00% | 3,673 | $153,000 | $178,429 | +$25,429 | +16.62% | |
| Ascentis Independent Advisors | 0.01% | 2,745 | $114,227 | $133,348 | +$19,121 | +16.74% | |
| Osaic Holdings, Inc. | 0.00% | 1,876 | $78,097 | $91,133 | +$13,036 | +16.69% | |
| Smartleaf Asset Management Llc | 0.00% | 1,453 | $59,177 | $70,585 | +$11,408 | +19.28% | |
| Blueline Advisors Llc | 0.00% | 25 | $1,197 | $1,214 | +$17 | +1.46% | |
| Capital Analysts, Llc | 0.02% | 18,489 | $769 | $898,170 | +$897,401 | +116697.10% |
Frequently asked questions about RAFE
Who owns the most RAFE stock?
The largest holders of RAFE are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO RAFI ESG US ETF (RAFE).
Is RAFE widely held by superinvestors?
Many widely followed stocks like RAFE appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly RAFE is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.