Who Owns PIMCO EQUITY SER (RAFE)? -- Institutional Holders (2026-06-30)

53 institutions reported holding $120.5M of PIMCO EQUITY SER (RAFE) in SEC 13F filings for 2026-06-30. Largest institutional holders: Savant Capital, LLC ($25.4M), Sellwood Investment Partners LLC ($22.5M), LPL Financial LLC ($7.6M), Balanced Rock Investment Advisors LLC ($7.3M), COMMONWEALTH EQUITY SERVICES, LLC ($6.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Savant Capital, LLC	$25.4M	564,233	Added
2	Sellwood Investment Partners LLC	$22.5M	470,325	Trimmed
3	LPL Financial LLC	$7.6M	159,208	Trimmed
4	Balanced Rock Investment Advisors LLC	$7.3M	152,855	Added
5	COMMONWEALTH EQUITY SERVICES, LLC	$6.8M	142,184	Added
6	Envestnet Portfolio Solutions, Inc.	$6.6M	138,093	Added
7	Arlington Financial Advisors, LLC	$5.9M	122,971	Trimmed
8	Northwest Bancshares, Inc.	$5.2M	108,915	Added
9	GenWealth Group, Inc.	$4.1M	86,680	Trimmed
10	Cetera Investment Advisers	$3.3M	69,511	Added
11	Financial Insights, Inc.	$2.9M	61,530	Trimmed
12	OSAIC HOLDINGS, INC.	$2.0M	41,327	Added
13	NewEdge Advisors, LLC	$1.9M	39,282	Trimmed
14	Bruce G. Allen Investments, LLC	$1.8M	37,314	Added
15	CITADEL ADVISORS LLC	$1.6M	34,331	Added
16	Mariner, LLC	$1.5M	30,664	Trimmed
17	Royal Bank of Canada	$1.3M	26,652	Added
18	Dynamic Advisor Solutions LLC	$1.1M	22,259	Added
19	GOLDMAN SACHS GROUP INC	$960,295	20,063	New
20	Capital Analysts, LLC	$894,000	18,681	Added
21	Mason & Associates Inc	$770,898	16,106	Trimmed
22	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$766,207	16,008	New
23	BANK OF AMERICA CORP /DE/	$711,642	14,868	Added
24	Walkner Condon Financial Advisors LLC	$664,113	13,875	Added
25	FLAGSHIP HARBOR ADVISORS, LLC	$653,505	13,653	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30