NEW YORK, NY
PIMCO GLOBAL STOCKSPLUS & INCOME FUNDPGP— Latest position per institution from SEC 13F filings
15
Institutional holders
2.20M
Total shares held
16.42M
Estimated value
109.77K
Avg. position size
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
357.40K
Value
2.48M
Filed
Mar 31, 2023
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
345.95K
Value
2.88M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
228.85K
Value
1.92M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
177.45K
Value
1.48M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
154.29K
Value
1.29M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
142.22K
Value
1.18M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
138.80K
Value
1.16K
Filed
Mar 31, 2026
KESTRA ADVISORY SERVICES, LLC
CIK 1830819
Shares
90.40K
Value
753.01K
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
80K
Value
666.40K
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
77.21K
Value
643.14K
Filed
Mar 31, 2026
TRUIST FINANCIAL CORP
CIK 92230
Shares
77.21K
Value
643.14K
Filed
Mar 31, 2026
ORION PORFOLIO SOLUTIONS, LLC
CIK 1360533
Shares
75.30K
Value
521.84K
Filed
Dec 31, 2022
MAS ADVISORS LLC
CIK 1906683
Shares
47.97K
Value
410.12K
Filed
Sep 30, 2025
NEWEDGE ADVISORS, LLC
CIK 1633516
Shares
43.34K
Value
395.67K
Filed
Dec 31, 2025
INSTITUTE FOR WEALTH MANAGEMENT, LLC.
CIK 1533954
Shares
37.85K
Value
315.29K
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
31.28K
Value
260.58K
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
24.27K
Value
202K
Filed
Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
24.27K
Value
202.17K
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
21.63K
Value
180.18K
Filed
Mar 31, 2026
MARINER INVESTMENT GROUP LLC
CIK 1096978
Shares
19.64K
Value
136.00
Filed
Dec 31, 2022
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 357.40K | 2.48M | Mar 31, 2023 |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 345.95K | 2.88M | Mar 31, 2026 |
| 3 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 228.85K | 1.92M | Mar 31, 2026 |
| 4 | LPL FINANCIAL LLC | 1403438 | 177.45K | 1.48M | Mar 31, 2026 |
| 5 | GUGGENHEIM CAPITAL LLC | 1283072 | 154.29K | 1.29M | Mar 31, 2026 |
| 6 | MORGAN STANLEY | 895421 | 142.22K | 1.18M | Mar 31, 2026 |
| 7 | COHEN & STEERS, INC. | 1284812 | 138.80K | 1.16K | Mar 31, 2026 |
| 8 | KESTRA ADVISORY SERVICES, LLC | 1830819 | 90.40K | 753.01K | Mar 31, 2026 |
| 9 | UBS GROUP AG | 1610520 | 80K | 666.40K | Mar 31, 2026 |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 77.21K | 643.14K | Mar 31, 2026 |
| 11 | TRUIST FINANCIAL CORP | 92230 | 77.21K | 643.14K | Mar 31, 2026 |
| 12 | ORION PORFOLIO SOLUTIONS, LLC | 1360533 | 75.30K | 521.84K | Dec 31, 2022 |
| 13 | MAS ADVISORS LLC | 1906683 | 47.97K | 410.12K | Sep 30, 2025 |
| 14 | NEWEDGE ADVISORS, LLC | 1633516 | 43.34K | 395.67K | Dec 31, 2025 |
| 15 | INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 1533954 | 37.85K | 315.29K | Mar 31, 2026 |
| 16 | CETERA INVESTMENT ADVISERS | 1666741 | 31.28K | 260.58K | Mar 31, 2026 |
| 17 | ROYAL BANK OF CANADA | 1000275 | 24.27K | 202K | Mar 31, 2026 |
| 18 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 24.27K | 202.17K | Mar 31, 2026 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 21.63K | 180.18K | Mar 31, 2026 |
| 20 | MARINER INVESTMENT GROUP LLC | 1096978 | 19.64K | 136.00 | Dec 31, 2022 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.