Public ownership evidence

PIMCO RAFI ESG U.S. ETF (RAFE) Ownership Disclosures

Read RAFE insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

PIMCO RAFI ESG U.S. ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Financial Insights, Inc.
Report period
2026-06-30
Available
2026-08-26
Reported shares
61,530
Value (USD)
$2,945,054
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001642058-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read RAFE fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read RAFE fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Financial Insights, Inc.2026-06-302026-08-2661,530$2,945,054None
Sankala Group LLC2026-06-302026-08-193,454$172,006None
Balanced Rock Investment Advisors LLC2026-06-302026-08-18152,855$7,316,252None
Milestone Investment Advisors LLC2026-06-302026-08-156,954$332,826None
OSAIC HOLDINGS, INC.2026-06-302026-08-1539,447$1,888,091None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,880$90,029None
Northwest Bancshares, Inc.2026-06-302026-08-15108,915$5,213,108None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1516,008$766,207None
ROYAL BANK OF CANADA2026-06-302026-08-1526,652$1,276,000None
CITADEL ADVISORS LLC2026-06-302026-08-1534,331$1,643,219None
GOLDMAN SACHS GROUP INC2026-06-302026-08-1520,063$960,295None
RAYMOND JAMES FINANCIAL INC2026-06-302026-08-155,648$270,336None
BANK OF AMERICA CORP /DE/2026-06-302026-08-155,365$256,790None
BANK OF AMERICA CORP /DE/2026-06-302026-08-159,503$454,852None
Mariner, LLC2026-06-302026-08-1430,664$1,467,713None
Smartleaf Asset Management LLC2026-06-302026-08-131,453$69,759None
Cetera Investment Advisers2026-06-302026-08-1369,511$3,327,058None
NewEdge Advisors, LLC2026-06-302026-08-1339,282$1,880,206None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-133,697$176,953None
JPMORGAN CHASE & CO2026-06-302026-08-133,114$149,503None
JPMORGAN CHASE & CO2026-06-302026-08-13101$4,849None
Providence Capital Advisors, LLC2026-06-302026-08-121,276$61,083None
Savant Capital, LLC2026-06-302026-08-11564,233$25,430,822None
RHS Financial, LLC2026-06-302026-08-088,206$392,754None
LPL Financial LLC2026-06-302026-08-08159,208$7,620,334None
Bank of New York Mellon Corp2026-06-302026-08-072$90None
Bank of New York Mellon Corp2026-06-302026-08-078,382$401,196None
Capital Analysts, LLC2026-06-302026-08-0610,299$493,000None
Capital Analysts, LLC2026-06-302026-08-068,382$401,000None
Bruce G. Allen Investments, LLC2026-06-302026-08-0137,314$1,786,003None
COMMONWEALTH EQUITY SERVICES, LLC2026-06-302026-07-30142,184$6,805,509None
Kestra Advisory Services, LLC2026-06-302026-07-294,468$213,862None
Sellwood Investment Partners LLC2026-06-302026-07-29470,325$22,511,647None
KESTRA PRIVATE WEALTH SERVICES, LLC2026-06-302026-07-294,659$223,001None
BLUELINE ADVISORS LLC2026-06-302026-07-2825$1,197None
Walkner Condon Financial Advisors LLC2026-06-302026-07-2813,875$664,113None
Private Advisor Group, LLC2026-06-302026-07-284,766$228,120None
NOTTINGHAM ADVISORS, INC.2026-06-302026-07-284,577$218,140None
FLYNN ZITO CAPITAL MANAGEMENT, LLC2026-06-302026-07-2511,214$536,756None
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV2026-06-302026-07-254,447$212,829None
GGM Financial LLC2026-06-302026-07-2410,491$502,141None
Mason & Associates Inc2026-06-302026-07-2416,106$770,898None
JNBA Financial Advisors2026-06-302026-07-248,228$393,825None
AdvisorNet Financial, Inc2026-06-302026-07-2411,016$527,270None
Arlington Financial Advisors, LLC2026-06-302026-07-23122,971$5,885,884None
FLAGSHIP HARBOR ADVISORS, LLC2026-06-302026-07-2313,653$653,505None
Envestnet Portfolio Solutions, Inc.2026-06-302026-07-21138,093$6,609,674None
Farther Finance Advisors, LLC2026-06-302026-07-183,600$172,310None
Bond & Devick Financial Network, Inc.2026-06-302026-07-178,352$399,760None

90-day public filing window, up to 50 source positions.

Financial Insights, Inc. ↗Sankala Group LLC ↗Balanced Rock Investment Advisors LLC ↗Milestone Investment Advisors LLC ↗OSAIC HOLDINGS, INC. ↗OSAIC HOLDINGS, INC. ↗Northwest Bancshares, Inc. ↗SUSQUEHANNA INTERNATIONAL GROUP, LLP ↗ROYAL BANK OF CANADA ↗CITADEL ADVISORS LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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