Pimco Rafi ESG US ETF (RAFE)

CUSIP: 72201T342 | NYSE | 68 institutional holders

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

Institutional Holders — Q3 2026

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Sellwood Investment Partners LLC421,183

7.4% of portfolio$20.7M

Commonwealth Equity Services, LLC152,111

0.0% of portfolio$7.5M

Arlington Financial Advisors, LLC128,867

0.8% of portfolio$6.3M

GenWealth Group, Inc.79,152

0.6% of portfolio$3.9M

Financial Insights, Inc.65,966

0.8% of portfolio$3.2M

Prism Advisors, Inc.33,139

0.4% of portfolio$1.6M

Dynamic Advisor Solutions LLC23,009

0.0% of portfolio$1.1M

Ascentis Independent Advisors21,960

0.1% of portfolio$1.1M

Flagship Harbor Advisors, LLC15,342

0.0% of portfolio$754.9K

Walkner Condon Financial Advisors LLC14,475

0.1% of portfolio$712.3K

Flynn Zito Capital Management, LLC11,401

0.1% of portfolio$561.0K

RHS Financial, LLC8,214

0.1% of portfolio$404.2K

Jnba Financial Advisors8,127

0.0% of portfolio$399.9K

Bond & Devick Financial Network, Inc.7,992

0.1% of portfolio$393.3K

Sprinkle Financial Consultants LLC5,350

0.1% of portfolio$263.2K

Williams & Novak Wealth Management, LLC5,000

0.1% of portfolio$246.0K

Kestra Private Wealth Services, LLC4,678

0.0% of portfolio$230.2K

Nottingham Advisors, Inc.4,577

0.0% of portfolio$223.7K

Kestra Advisory Services, LLC4,476

0.0% of portfolio$220.3K

Townsend Asset Management Corp4,464

0.1% of portfolio$219.7K

Farther Finance Advisors, LLC3,665

0.0% of portfolio$180.3K

Birchwood Financial Partners, Inc.1,280

0.0% of portfolio$63.0K

Blueline Advisors LLC25

0.0% of portfolio$1.2K

				Style	Turnover	Location	Filed
Sellwood Investment Partners LLC	421,183	$20.7M	7.4%	ETF	Low	Portland, OR	2026-11-03
Commonwealth Equity Services, LLC	152,111	$7.5M	0.0%	ETF	Low	Waltham, MA	2026-11-02
Arlington Financial Advisors, LLC	128,867	$6.3M	0.8%	ETF	Medium	Santa Barbara, CA	2026-10-19
GenWealth Group, Inc.	79,152	$3.9M	0.6%	ETF	Medium	Maplewood, NJ	2026-10-16
Financial Insights, Inc.	65,966	$3.2M	0.8%	ETF	Low	Tacoma, WA	2026-10-27
Prism Advisors, Inc.	33,139	$1.6M	0.4%	ETF	Medium	Studio City, CA	2026-10-09
Dynamic Advisor Solutions LLC	23,009	$1.1M	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
Ascentis Independent Advisors	21,960	$1.1M	0.1%	ETF	Low	Dallas, TX	2026-11-03
Flagship Harbor Advisors, LLC	15,342	$754.9K	0.0%	ETF	Medium	Boston, MA	2026-10-26
Walkner Condon Financial Advisors LLC	14,475	$712.3K	0.1%	ETF	Low	Verona, WI	2026-11-02
Flynn Zito Capital Management, LLC	11,401	$561.0K	0.1%	ETF	Low	Garden City, NY	2026-11-04
RHS Financial, LLC	8,214	$404.2K	0.1%	ETF	Medium	San Francisco, CA	2026-10-13
Jnba Financial Advisors	8,127	$399.9K	0.0%	ETF	Medium	Bloomington, MN	2026-11-03
Bond & Devick Financial Network, Inc.	7,992	$393.3K	0.1%	ETF	Very Low	St. Louis Park, MN	2026-10-23
Sprinkle Financial Consultants LLC	5,350	$263.2K	0.1%	ETF	Low	Littleton, CO	2026-10-09
Williams & Novak Wealth Management, LLC	5,000	$246.0K	0.1%	ETF	Medium	Westlake Village, CA	2026-10-09
Kestra Private Wealth Services, LLC	4,678	$230.2K	0.0%	Growth	Low	Austin, TX	2026-10-30
Nottingham Advisors, Inc.	4,577	$223.7K	0.0%	ETF	Low	Amherst, NY	2026-10-29
Kestra Advisory Services, LLC	4,476	$220.3K	0.0%	Core	Low	Austin, TX	2026-11-02
Townsend Asset Management Corp	4,464	$219.7K	0.1%	Core	Low	Raleigh, NC	2026-10-29
Farther Finance Advisors, LLC	3,665	$180.3K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Birchwood Financial Partners, Inc.	1,280	$63.0K	0.0%	ETF	Very Low	Bloomington, MN	2026-11-02
Blueline Advisors LLC	25	$1.2K	0.0%	ETF	Low	Exeter, NH	2026-10-15