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Disclosery

RAFE PIMCO EQUITY SER

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RAFI ESG US (fund)

42 managers (43 13F filers) reported a position in RAFE shares at 2026-03-31, 2,080,255 shares in all. 8 filers opened a position and 4 filers sold out during the quarter.

Managers
42
13F filers
43
New
8
Added
19
Reduced
14
Sold out
4
Shares held by filers
2,080,255

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Sellwood Investment Partners LLC499,411$20.8M8.19%+9,27613F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC254,719$10.6M0.05%+56,58813F-HRTimelineGroup
LPL Financial LLC171,016$7.12M<0.01%+112,86413F-HRTimeline
Balanced Rock Investment Advisors LLC149,184$6.21M4.35%+1,45613F-HRTimeline
Arlington Financial Advisors, LLC123,101$5.12M0.73%-4,22113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC113,440$4.72M0.01%-6,30013F-HRTimeline
Northwest Bancshares, Inc.108,413$4.51M0.9%-1,57913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding106,585$4.44M+1,294Timeline
GenWealth Group, Inc.90,150$3.75M0.64%+5,15013F-HRTimeline
Cetera Investment Advisers66,960$2.79M<0.01%+62413F-HRTimeline
Financial Insights, Inc.63,112$2.63M0.85%+2013F-HRTimeline
NewEdge Advisors, LLC44,180$1.84M0.01%-5,31713F-HR/ATimeline
Bruce G. Allen Investments, LLC36,739$1.53M1%-1,32613F-HRTimeline
Mariner, LLCin group Mariner, LLC30,898$1.29M<0.01%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,607$1.11M<0.01%+18,67013F-HRTimelineGroup
Dynamic Advisor Solutions LLC20,952$872K0.03%-4313F-HRTimeline
Mason & Associates Inc20,138$820K0.16%+35813F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,489$769K0.02%new13F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC13,430$559K0.02%+4613F-HRTimeline
Walkner Condon Financial Advisors LLC13,289$553K0.07%+6313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC11,561$481K0.15%-5913F-HRTimeline
JNBA Financial Advisors9,344$389K0.03%-63213F-HRTimeline
KWB Wealth8,861$372K0.04%-84613F-HRTimeline
Bond & Devick Financial Network, Inc.7,852$327K0.09%-75313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/7,586$316K<0.01%-3,74613F-HRTimelineGroup
RHS Financial, LLC7,453$310K0.15%+38813F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,428$267K<0.01%new13F-HRTimelineGroup
Milestone Investment Advisors LLC5,956$248K0.06%+313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC5,589$233K<0.01%+18513F-HRTimelineGroup
Sprinkle Financial Consultants LLC5,304$221K0.1%+2113F-HRTimeline
Williams & Novak Wealth Management, LLC5,000$208K0.16%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,169$173K<0.01%new13F-HR/ATimelineGroup
AdvisorNet Financial, Inc3,835$160K0.01%+84113F-HRTimeline
Farther Finance Advisors, LLC3,700$154K<0.01%-1,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,678$153K<0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,673$153K<0.01%new13F-HRTimelineGroup
Sankala Group LLC3,253$134K0.11%+84713F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,745$114K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,876$78.1K<0.01%-30,99513F-HRTimelineGroup
Smartleaf Asset Management LLC1,453$59.2K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO101$4.11K<0.01%new13F-HR/ATimelineGroup
BLUELINE ADVISORS LLC25$1.04K<0.01%-17513F-HRTimeline