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Disclosery

RAFE PIMCO EQUITY SER

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RAFI ESG US (fund)

47 managers (48 13F filers) reported a position in RAFE shares at 2026-06-30, 2,550,047 shares in all. 9 filers opened a position and 4 filers sold out during the quarter.

Managers
47
13F filers
48
New
9
Added
25
Reduced
11
Sold out
4
Shares held by filers
2,550,047

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Savant Capital, LLC564,233$25.4M0.07%+309,51413F-HRTimeline
Sellwood Investment Partners LLC470,325$22.5M7.94%-29,08613F-HRTimeline
LPL Financial LLC159,208$7.62M<0.01%-11,80813F-HRTimeline
Balanced Rock Investment Advisors LLC152,855$7.32M4.56%+3,67113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC142,184$6.81M0.01%+28,74413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding138,093$6.61M+31,508Timeline
Arlington Financial Advisors, LLC122,971$5.89M0.75%-13013F-HRTimeline
Northwest Bancshares, Inc.108,915$5.21M0.94%+50213F-HRTimeline
GenWealth Group, Inc.86,680$4.15M0.65%-3,47013F-HRTimeline
Cetera Investment Advisers69,511$3.33M<0.01%+2,55113F-HRTimeline
Financial Insights, Inc.61,530$2.95M0.78%-1,58213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,327$1.98M<0.01%+39,45113F-HRTimelineGroup
NewEdge Advisors, LLC39,282$1.88M0.01%-4,89813F-HRTimeline
Bruce G. Allen Investments, LLC37,314$1.79M1.14%+57513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,331$1.64M<0.01%+7,72413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC30,664$1.47M<0.01%-23413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA26,652$1.28M<0.01%+22,97913F-HRTimelineGroup
Dynamic Advisor Solutions LLC22,259$1.07M0.03%+1,30713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC20,063$960K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC18,681$894K0.02%+19213F-HRTimelineGroup
Mason & Associates Inc16,106$771K0.12%-4,03213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,008$766K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/14,868$712K<0.01%+7,28213F-HRTimelineGroup
Walkner Condon Financial Advisors LLC13,875$664K0.08%+58613F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,653$654K0.03%+22313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC11,214$537K0.15%-34713F-HRTimeline
AdvisorNet Financial, Inc11,016$527K0.02%+7,18113F-HRTimeline
GGM Financial LLC10,491$502K0.19%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding9,127$437KnewTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp8,384$401K<0.01%+1,95613F-HRTimelineGroup
Bond & Devick Financial Network, Inc.8,352$400K0.1%+50013F-HRTimeline
JNBA Financial Advisors8,228$394K0.03%-1,11613F-HRTimeline
RHS Financial, LLC8,206$393K0.16%+75313F-HRTimeline
Milestone Investment Advisors LLC6,954$333K0.07%+99813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,648$270K<0.01%+5913F-HRTimelineGroup
Sprinkle Financial Consultants LLC5,329$255K0.1%+2513F-HRTimeline
Williams & Novak, LLC5,000$239K0.16%013F-HRTimeline
Private Advisor Group, LLC4,766$228K<0.01%new13F-HRTimeline
NOTTINGHAM ADVISORS, INC.4,577$218K0.03%new13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4,447$213K0.07%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3,697$177K<0.01%+1913F-HRTimeline
Farther Finance Advisors, LLC3,600$172K<0.01%-10013F-HRTimeline
Sankala Group LLC3,454$172K0.11%+20113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO3,215$154K<0.01%+3,11413F-HRTimelineGroup
Smartleaf Asset Management LLC1,453$69.8K<0.01%013F-HRTimeline
Providence Capital Advisors, LLC1,276$61.1K0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC25$1.2K<0.01%013F-HRTimeline