Pimco Rafi ESG US ETF (RAFE)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Sellwood Investment Partners LLC

DECREASED

Shares421,183 from 470,325

Change-49,142 (-10%)

Value$20.7M (-$1.8M)

Filed 2026-11-03

Commonwealth Equity Services, LLC

INCREASED

Shares152,111 from 142,184

Change+9,927 (+7%)

Value$7.5M (+$679.4K)

Filed 2026-11-02

Arlington Financial Advisors, LLC

INCREASED

Shares128,867 from 122,971

Change+5,896 (+5%)

Value$6.3M (+$455.2K)

Filed 2026-10-19

GenWealth Group, Inc.

DECREASED

Shares79,152 from 86,680

Change-7,528 (-9%)

Value$3.9M (-$254.0K)

Filed 2026-10-16

Financial Insights, Inc.

INCREASED

Shares65,966 from 61,530

Change+4,436 (+7%)

Value$3.2M (+$300.9K)

Filed 2026-10-27

Prism Advisors, Inc.

NEW

Shares33,139

Change+33,139

Value$1.6M

Filed 2026-10-09

Dynamic Advisor Solutions LLC

INCREASED

Shares23,009 from 22,259

Change+750 (+3%)

Value$1.1M (+$66.8K)

Filed 2026-10-13

Ascentis Independent Advisors

NEW

Shares21,960

Change+21,960

Value$1.1M

Filed 2026-11-03

Flagship Harbor Advisors, LLC

INCREASED

Shares15,342 from 13,653

Change+1,689 (+12%)

Value$754.9K (+$101.4K)

Filed 2026-10-26

Walkner Condon Financial Advisors LLC

INCREASED

Shares14,475 from 13,875

Change+600 (+4%)

Value$712.3K (+$48.2K)

Filed 2026-11-02

Bank of New York Mellon Corp

INCREASED

Shares11,771 from 8,384

Change+3,387 (+40%)

Value$579.2K (+$177.9K)

Filed 2026-11-05

Flynn Zito Capital Management, LLC

INCREASED

Shares11,401 from 11,214

Change+187 (+2%)

Value$561.0K (+$24.3K)

Filed 2026-11-04

GGM Financial LLC

INCREASED

Shares10,533 from 10,491

Change+42 (+0%)

Value$518.3K (+$16.1K)

Filed 2026-11-05

RHS Financial, LLC

INCREASED

Shares8,214 from 8,206

Change+8 (+0%)

Value$404.2K (+$11.4K)

Filed 2026-10-13

Jnba Financial Advisors

DECREASED

Shares8,127 from 8,228

Change-101 (-1%)

Value$399.9K (+$6.1K)

Filed 2026-11-03

Bond & Devick Financial Network, Inc.

DECREASED

Shares7,992 from 8,352

Change-360 (-4%)

Value$393.3K (-$6.5K)

Filed 2026-10-23

Sprinkle Financial Consultants LLC

INCREASED

Shares5,350 from 5,329

Change+21 (+0%)

Value$263.2K (+$8.2K)

Filed 2026-10-09

Williams & Novak Wealth Management, LLC

UNCHANGED

Shares5,000 from 5,000

Change0 (0%)

Value$246.0K (+$6.7K)

Filed 2026-10-09

Kestra Private Wealth Services, LLC

INCREASED

Shares4,678 from 4,659

Change+19 (+0%)

Value$230.2K (+$7.2K)

Filed 2026-10-30

Nottingham Advisors, Inc.

UNCHANGED

Shares4,577 from 4,577

Change0 (0%)

Value$223.7K (+$5.6K)

Filed 2026-10-29

Kestra Advisory Services, LLC

INCREASED

Shares4,476 from 4,468

Change+8 (+0%)

Value$220.3K (+$6.4K)

Filed 2026-11-02

Townsend Asset Management Corp

INCREASED

Shares4,464 from 4,447

Change+17 (+0%)

Value$219.7K (+$6.8K)

Filed 2026-10-29

Farther Finance Advisors, LLC

INCREASED

Shares3,665 from 3,600

Change+65 (+2%)

Value$180.3K (+$8.0K)

Filed 2026-10-08

Birchwood Financial Partners, Inc.

NEW

Shares1,280

Change+1,280

Value$63.0K

Filed 2026-11-02

Blueline Advisors LLC

UNCHANGED

Shares25 from 25

Change0 (0%)

Value$1.2K (+$34)

Filed 2026-10-15

AdvisorNet Financial, Inc

CLOSED

Shares0 from 11,016

Change-11,016 (-100%)

Value$0 (-$527.3K)

Filed 2026-10-15

Savant Capital, LLC

N/A

Shares— from 564,233

Change-564,233 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 159,208

Change-159,208 (-100%)

Value—

Balanced Rock Investment Advisors LLC

N/A

Shares— from 152,855

Change-152,855 (-100%)

Value—

Envestnet Portfolio Solutions, Inc.

N/A

Shares— from 138,093

Change-138,093 (-100%)

Value—

Northwest Bancshares, Inc.

N/A

Shares— from 108,915

Change-108,915 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 69,511

Change-69,511 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 41,327

Change-41,327 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 39,282

Change-39,282 (-100%)

Value—

Bruce G. Allen Investments, LLC

N/A

Shares— from 37,314

Change-37,314 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 34,331

Change-34,331 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 30,664

Change-30,664 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 26,652

Change-26,652 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 20,063

Change-20,063 (-100%)

Value—

Capital Analysts, LLC

N/A

Shares— from 18,681

Change-18,681 (-100%)

Value—

Mason & Associates Inc

N/A

Shares— from 16,106

Change-16,106 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 16,008

Change-16,008 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 14,868

Change-14,868 (-100%)

Value—

Milestone Investment Advisors LLC

N/A

Shares— from 6,954

Change-6,954 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 5,648

Change-5,648 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 4,766

Change-4,766 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 3,697

Change-3,697 (-100%)

Value—

Sankala Group LLC

N/A

Shares— from 3,454

Change-3,454 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,215

Change-3,215 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 1,453

Change-1,453 (-100%)

Value—

Providence Capital Advisors, LLC

N/A

Shares— from 1,276

Change-1,276 (-100%)

Value—

	Status
Sellwood Investment Partners LLC	DECREASED	421,183	470,325	-49,142	-10%	$22.5M	$20.7M	-$1.8M	2026-11-03
Commonwealth Equity Services, LLC	INCREASED	152,111	142,184	+9,927	+7%	$6.8M	$7.5M	+$679.4K	2026-11-02
Arlington Financial Advisors, LLC	INCREASED	128,867	122,971	+5,896	+5%	$5.9M	$6.3M	+$455.2K	2026-10-19
GenWealth Group, Inc.	DECREASED	79,152	86,680	-7,528	-9%	$4.1M	$3.9M	-$254.0K	2026-10-16
Financial Insights, Inc.	INCREASED	65,966	61,530	+4,436	+7%	$2.9M	$3.2M	+$300.9K	2026-10-27
Prism Advisors, Inc.	NEW	33,139	—	+33,139	—	—	$1.6M	—	2026-10-09
Dynamic Advisor Solutions LLC	INCREASED	23,009	22,259	+750	+3%	$1.1M	$1.1M	+$66.8K	2026-10-13
Ascentis Independent Advisors	NEW	21,960	—	+21,960	—	—	$1.1M	—	2026-11-03
Flagship Harbor Advisors, LLC	INCREASED	15,342	13,653	+1,689	+12%	$653.5K	$754.9K	+$101.4K	2026-10-26
Walkner Condon Financial Advisors LLC	INCREASED	14,475	13,875	+600	+4%	$664.1K	$712.3K	+$48.2K	2026-11-02
Bank of New York Mellon Corp	INCREASED	11,771	8,384	+3,387	+40%	$401.3K	$579.2K	+$177.9K	2026-11-05
Flynn Zito Capital Management, LLC	INCREASED	11,401	11,214	+187	+2%	$536.8K	$561.0K	+$24.3K	2026-11-04
GGM Financial LLC	INCREASED	10,533	10,491	+42	+0%	$502.1K	$518.3K	+$16.1K	2026-11-05
RHS Financial, LLC	INCREASED	8,214	8,206	+8	+0%	$392.8K	$404.2K	+$11.4K	2026-10-13
Jnba Financial Advisors	DECREASED	8,127	8,228	-101	-1%	$393.8K	$399.9K	+$6.1K	2026-11-03
Bond & Devick Financial Network, Inc.	DECREASED	7,992	8,352	-360	-4%	$399.8K	$393.3K	-$6.5K	2026-10-23
Sprinkle Financial Consultants LLC	INCREASED	5,350	5,329	+21	+0%	$255.0K	$263.2K	+$8.2K	2026-10-09
Williams & Novak Wealth Management, LLC	UNCHANGED	5,000	5,000	0	0%	$239.3K	$246.0K	+$6.7K	2026-10-09
Kestra Private Wealth Services, LLC	INCREASED	4,678	4,659	+19	+0%	$223.0K	$230.2K	+$7.2K	2026-10-30
Nottingham Advisors, Inc.	UNCHANGED	4,577	4,577	0	0%	$218.1K	$223.7K	+$5.6K	2026-10-29
Kestra Advisory Services, LLC	INCREASED	4,476	4,468	+8	+0%	$213.9K	$220.3K	+$6.4K	2026-11-02
Townsend Asset Management Corp	INCREASED	4,464	4,447	+17	+0%	$212.8K	$219.7K	+$6.8K	2026-10-29
Farther Finance Advisors, LLC	INCREASED	3,665	3,600	+65	+2%	$172.3K	$180.3K	+$8.0K	2026-10-08
Birchwood Financial Partners, Inc.	NEW	1,280	—	+1,280	—	—	$63.0K	—	2026-11-02
Blueline Advisors LLC	UNCHANGED	25	25	0	0%	$1.2K	$1.2K	+$34	2026-10-15
AdvisorNet Financial, Inc	CLOSED	0	11,016	-11,016	-100%	$527.3K	$0	-$527.3K	2026-10-15
Savant Capital, LLC	N/A	—	564,233	-564,233	-100%	$25.4M	—	—	—
LPL Financial LLC	N/A	—	159,208	-159,208	-100%	$7.6M	—	—	—
Balanced Rock Investment Advisors LLC	N/A	—	152,855	-152,855	-100%	$7.3M	—	—	—
Envestnet Portfolio Solutions, Inc.	N/A	—	138,093	-138,093	-100%	$6.6M	—	—	—
Northwest Bancshares, Inc.	N/A	—	108,915	-108,915	-100%	$5.2M	—	—	—
Cetera Investment Advisers	N/A	—	69,511	-69,511	-100%	$3.3M	—	—	—
Osaic Holdings, Inc.	N/A	—	41,327	-41,327	-100%	$2.0M	—	—	—
NewEdge Advisors, LLC	N/A	—	39,282	-39,282	-100%	$1.9M	—	—	—
Bruce G. Allen Investments, LLC	N/A	—	37,314	-37,314	-100%	$1.8M	—	—	—
Citadel Advisors LLC	N/A	—	34,331	-34,331	-100%	$1.6M	—	—	—
Mariner, LLC	N/A	—	30,664	-30,664	-100%	$1.5M	—	—	—
Royal Bank of Canada	N/A	—	26,652	-26,652	-100%	$1.3M	—	—	—
Goldman Sachs Group Inc	N/A	—	20,063	-20,063	-100%	$960.3K	—	—	—
Capital Analysts, LLC	N/A	—	18,681	-18,681	-100%	$894.0K	—	—	—
Mason & Associates Inc	N/A	—	16,106	-16,106	-100%	$770.9K	—	—	—
Susquehanna International Group, LLP	N/A	—	16,008	-16,008	-100%	$766.2K	—	—	—
Bank of America Corp	N/A	—	14,868	-14,868	-100%	$711.6K	—	—	—
Milestone Investment Advisors LLC	N/A	—	6,954	-6,954	-100%	$332.8K	—	—	—
Raymond James Financial Inc	N/A	—	5,648	-5,648	-100%	$270.3K	—	—	—
Private Advisor Group, LLC	N/A	—	4,766	-4,766	-100%	$228.1K	—	—	—
Harbour Investments, Inc.	N/A	—	3,697	-3,697	-100%	$177.0K	—	—	—
Sankala Group LLC	N/A	—	3,454	-3,454	-100%	$172.0K	—	—	—
JPMorgan Chase & Co	N/A	—	3,215	-3,215	-100%	$154.4K	—	—	—
Smartleaf Asset Management LLC	N/A	—	1,453	-1,453	-100%	$69.8K	—	—	—
Providence Capital Advisors, LLC	N/A	—	1,276	-1,276	-100%	$61.1K	—	—	—

Showing 51 of 51 institutions