NEW YORK, NY
PIMCO ACCESS INCOME FUNDPAXS— Latest position per institution from SEC 13F filings
15
Institutional holders
13.32M
Total shares held
137.81M
Estimated value
665.95K
Avg. position size
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.86M
Value
27.02M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
1.49M
Value
21.75M
Filed
Jun 30, 2026
SOL CAPITAL MANAGEMENT CO
CIK 1339270
Shares
1.47M
Value
22.52K
Filed
Dec 31, 2025
CERITY PARTNERS LLC
CIK 1566475
Shares
1.38M
Value
20.06M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.31M
Value
19.11K
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
1.10M
Value
16.01K
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
1.06M
Value
15.48M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
914.17K
Value
13.30M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
638.94K
Value
9.30M
Filed
Jun 30, 2026
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
311.96K
Value
4.54M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
311.26K
Value
4.53M
Filed
Jun 30, 2026
IEQ CAPITAL, LLC
CIK 1779789
Shares
250K
Value
4.01M
Filed
Mar 31, 2025
ELEMENT WEALTH, LLC
CIK 1802743
Shares
194.87K
Value
2.84M
Filed
Jun 30, 2026
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
185.55K
Value
3.02M
Filed
Sep 30, 2025
CORRADO ADVISORS, LLC
CIK 1482611
Shares
164.75K
Value
2.40M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
155.51K
Value
2.26M
Filed
Jun 30, 2026
NOBLE WEALTH MANAGEMENT PBC
CIK 2055065
Shares
147.29K
Value
1.95M
Filed
Sep 30, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
142.75K
Value
2.08M
Filed
Jun 30, 2026
SMITH, MOORE & CO.
CIK 200724
Shares
130.99K
Value
1.91M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
90.31K
Value
1.31M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 72971 | 1.86M | 27.02M | Jun 30, 2026 |
| 2 | MORGAN STANLEY | 895421 | 1.49M | 21.75M | Jun 30, 2026 |
| 3 | SOL CAPITAL MANAGEMENT CO | 1339270 | 1.47M | 22.52K | Dec 31, 2025 |
| 4 | CERITY PARTNERS LLC | 1566475 | 1.38M | 20.06M | Jun 30, 2026 |
| 5 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.31M | 19.11K | Jun 30, 2026 |
| 6 | COHEN & STEERS, INC. | 1284812 | 1.10M | 16.01K | Jun 30, 2026 |
| 7 | ROYAL BANK OF CANADA | 1000275 | 1.06M | 15.48M | Jun 30, 2026 |
| 8 | UBS GROUP AG | 1610520 | 914.17K | 13.30M | Jun 30, 2026 |
| 9 | BANK OF AMERICA CORP /DE/ | 70858 | 638.94K | 9.30M | Jun 30, 2026 |
| 10 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 311.96K | 4.54M | Jun 30, 2026 |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 311.26K | 4.53M | Jun 30, 2026 |
| 12 | IEQ CAPITAL, LLC | 1779789 | 250K | 4.01M | Mar 31, 2025 |
| 13 | ELEMENT WEALTH, LLC | 1802743 | 194.87K | 2.84M | Jun 30, 2026 |
| 14 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 185.55K | 3.02M | Sep 30, 2025 |
| 15 | CORRADO ADVISORS, LLC | 1482611 | 164.75K | 2.40M | Jun 30, 2026 |
| 16 | LPL FINANCIAL LLC | 1403438 | 155.51K | 2.26M | Jun 30, 2026 |
| 17 | NOBLE WEALTH MANAGEMENT PBC | 2055065 | 147.29K | 1.95M | Sep 30, 2026 |
| 18 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 142.75K | 2.08M | Jun 30, 2026 |
| 19 | SMITH, MOORE & CO. | 200724 | 130.99K | 1.91M | Jun 30, 2026 |
| 20 | OSAIC HOLDINGS, INC. | 1677044 | 90.31K | 1.31M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.