PFL institutional holders

PIMCO INCOME STRATEGY FD · 13F, 2026Q2

Managers holding82
Shares held8,351,792
Reported value$66.2m
Quarter flows12 new, 34 added, 16 trimmed, 17 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AMERIPRISE FINANCIAL INC886,431$7.0m0.0%
GUGGENHEIM CAPITAL LLC880,069$6.9m0.0%
MORGAN STANLEY594,857$4.7m0.0%
INDEPENDENT FINANCIAL GROUP, LLC524,739$4.1m0.1%
LPL Financial LLC432,726$3.4m0.0%
HOHIMER WEALTH MANAGEMENT, LLC390,256$3.1m0.3%
Invesco Ltd.348,669$2.7m0.0%
GraniteShares Advisors LLC335,388$2.6m1.7%
Shaker Financial Services, LLC295,080$2.3m0.7%
STIFEL FINANCIAL CORP281,194$2.2m0.0%
CENTAURUS FINANCIAL, INC.257,011$2.0m0.1%
Cetera Investment Advisers254,097$2.0m0.0%
ROYAL BANK OF CANADA246,959$1.9m0.0%
OSAIC HOLDINGS, INC.224,184$1.8m0.0%
BANK OF AMERICA CORP /DE/204,405$1.6m0.0%
COMMONWEALTH EQUITY SERVICES, LLC180,611$1.4m0.0%
Lido Advisors, LLC123,883$1.3m0.0%
Cambridge Investment Research Advisors, Inc.164,344$1.3m0.0%
Pinnacle Financial Partners, Inc.140,301$1.1m0.0%
TRUIST FINANCIAL CORP93,980$740,5660.0%
HORIZON KINETICS ASSET MANAGEMENT LLC93,252$734,8260.0%
NewEdge Advisors, LLC70,753$557,5340.0%
Geneos Wealth Management Inc.65,719$517,8660.0%
RAYMOND JAMES FINANCIAL INC62,209$490,2080.0%
UBS Group AG60,248$474,7540.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PFL"). PFL price history · All 13F data

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