NEW YORK, NY
PIMCO ACCESS INCOME FUNDPAXS— Latest position per institution from SEC 13F filings
15
Institutional holders
15.40M
Total shares held
159.83M
Estimated value
769.84K
Avg. position size
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.83M
Value
26.40M
Filed
Mar 31, 2026
CRESSET ASSET MANAGEMENT, LLC
CIK 1761013
Shares
1.56M
Value
23.15M
Filed
Dec 31, 2022
CERITY PARTNERS LLC
CIK 1566475
Shares
1.53M
Value
22.09M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
1.50M
Value
21.61M
Filed
Mar 31, 2026
SOL CAPITAL MANAGEMENT CO
CIK 1339270
Shares
1.47M
Value
22.52K
Filed
Dec 31, 2025
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.26M
Value
18.21K
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
1.15M
Value
16.61M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
1.02M
Value
14.74K
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
969.61K
Value
13.97M
Filed
Mar 31, 2026
ULRICH CONSULTANTS & INVESTMENT GROUP, LLC
CIK 1878849
Shares
645.75K
Value
10.23K
Filed
Sep 30, 2022
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
440K
Value
6.34M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
421.32K
Value
6.07M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
287.28K
Value
4.14M
Filed
Mar 31, 2026
IEQ CAPITAL, LLC
CIK 1779789
Shares
250K
Value
4.01M
Filed
Mar 31, 2025
ELEMENT WEALTH, LLC
CIK 1802743
Shares
198.03K
Value
2.85M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
193.89K
Value
2.79M
Filed
Mar 31, 2026
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
185.55K
Value
3.02M
Filed
Sep 30, 2025
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
176.46K
Value
2.54M
Filed
Mar 31, 2026
CORRADO ADVISORS, LLC
CIK 1482611
Shares
160.27K
Value
2.31M
Filed
Mar 31, 2026
SMITH, MOORE & CO.
CIK 200724
Shares
127.57K
Value
1.84M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 72971 | 1.83M | 26.40M | Mar 31, 2026 |
| 2 | CRESSET ASSET MANAGEMENT, LLC | 1761013 | 1.56M | 23.15M | Dec 31, 2022 |
| 3 | CERITY PARTNERS LLC | 1566475 | 1.53M | 22.09M | Mar 31, 2026 |
| 4 | MORGAN STANLEY | 895421 | 1.50M | 21.61M | Mar 31, 2026 |
| 5 | SOL CAPITAL MANAGEMENT CO | 1339270 | 1.47M | 22.52K | Dec 31, 2025 |
| 6 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.26M | 18.21K | Mar 31, 2026 |
| 7 | ROYAL BANK OF CANADA | 1000275 | 1.15M | 16.61M | Mar 31, 2026 |
| 8 | COHEN & STEERS, INC. | 1284812 | 1.02M | 14.74K | Mar 31, 2026 |
| 9 | UBS GROUP AG | 1610520 | 969.61K | 13.97M | Mar 31, 2026 |
| 10 | ULRICH CONSULTANTS & INVESTMENT GROUP, LLC | 1878849 | 645.75K | 10.23K | Sep 30, 2022 |
| 11 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 440K | 6.34M | Mar 31, 2026 |
| 12 | BANK OF AMERICA CORP /DE/ | 70858 | 421.32K | 6.07M | Mar 31, 2026 |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 287.28K | 4.14M | Mar 31, 2026 |
| 14 | IEQ CAPITAL, LLC | 1779789 | 250K | 4.01M | Mar 31, 2025 |
| 15 | ELEMENT WEALTH, LLC | 1802743 | 198.03K | 2.85M | Mar 31, 2026 |
| 16 | LPL FINANCIAL LLC | 1403438 | 193.89K | 2.79M | Mar 31, 2026 |
| 17 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 185.55K | 3.02M | Sep 30, 2025 |
| 18 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 176.46K | 2.54M | Mar 31, 2026 |
| 19 | CORRADO ADVISORS, LLC | 1482611 | 160.27K | 2.31M | Mar 31, 2026 |
| 20 | SMITH, MOORE & CO. | 200724 | 127.57K | 1.84M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.