NEW YORK, NY
PIMCO INCOME STRATEGY FUNDPFL— Latest position per institution from SEC 13F filings
15
Institutional holders
8.41M
Total shares held
65.83M
Estimated value
420.71K
Avg. position size
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
955.03K
Value
7.64M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
805.01K
Value
6.44M
Filed
Mar 31, 2026
F3LOGIC, LLC
CIK 1733777
Shares
595.90K
Value
4.83M
Filed
Dec 31, 2022
GALLAGHER BENEFIT SERVICES, INC.
CIK 1527782
Shares
595.90K
Value
4.83M
Filed
Dec 31, 2022
MORGAN STANLEY
CIK 895421
Shares
589.04K
Value
4.71M
Filed
Mar 31, 2026
INDEPENDENT FINANCIAL GROUP, LLC
CIK 275484
Shares
524.05K
Value
4.19M
Filed
Mar 31, 2026
GALLAGHER FIDUCIARY ADVISORS, LLC
CIK 1527781
Shares
445K
Value
3.64M
Filed
Jun 30, 2023
HOHIMER WEALTH MANAGEMENT, LLC
CIK 1802533
Shares
435.27K
Value
3.48M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
419.88K
Value
3.36M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
411.85K
Value
3.29M
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
331.52K
Value
2.82M
Filed
Sep 30, 2025
INVESCO LTD.
CIK 914208
Shares
331.44K
Value
2.65M
Filed
Mar 31, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
291.49K
Value
2.33M
Filed
Mar 31, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
275.92K
Value
2.21M
Filed
Mar 31, 2026
ATRIA WEALTH SOLUTIONS, INC.
CIK 1927543
Shares
262.79K
Value
2.26M
Filed
Mar 31, 2025
CENTAURUS FINANCIAL, INC.
CIK 891943
Shares
254.38K
Value
2.04K
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
235.47K
Value
1.88M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
234.65K
Value
1.88M
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
214.51K
Value
1.72M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
205.19K
Value
1.64M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 1283072 | 955.03K | 7.64M | Mar 31, 2026 |
| 2 | AMERIPRISE FINANCIAL INC | 820027 | 805.01K | 6.44M | Mar 31, 2026 |
| 3 | F3LOGIC, LLC | 1733777 | 595.90K | 4.83M | Dec 31, 2022 |
| 4 | GALLAGHER BENEFIT SERVICES, INC. | 1527782 | 595.90K | 4.83M | Dec 31, 2022 |
| 5 | MORGAN STANLEY | 895421 | 589.04K | 4.71M | Mar 31, 2026 |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | 275484 | 524.05K | 4.19M | Mar 31, 2026 |
| 7 | GALLAGHER FIDUCIARY ADVISORS, LLC | 1527781 | 445K | 3.64M | Jun 30, 2023 |
| 8 | HOHIMER WEALTH MANAGEMENT, LLC | 1802533 | 435.27K | 3.48M | Mar 31, 2026 |
| 9 | LPL FINANCIAL LLC | 1403438 | 419.88K | 3.36M | Mar 31, 2026 |
| 10 | WELLS FARGO & COMPANY/MN | 72971 | 411.85K | 3.29M | Mar 31, 2026 |
| 11 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 331.52K | 2.82M | Sep 30, 2025 |
| 12 | INVESCO LTD. | 914208 | 331.44K | 2.65M | Mar 31, 2026 |
| 13 | GRANITESHARES ADVISORS LLC | 1839545 | 291.49K | 2.33M | Mar 31, 2026 |
| 14 | STIFEL FINANCIAL CORP | 720672 | 275.92K | 2.21M | Mar 31, 2026 |
| 15 | ATRIA WEALTH SOLUTIONS, INC. | 1927543 | 262.79K | 2.26M | Mar 31, 2025 |
| 16 | CENTAURUS FINANCIAL, INC. | 891943 | 254.38K | 2.04K | Mar 31, 2026 |
| 17 | ROYAL BANK OF CANADA | 1000275 | 235.47K | 1.88M | Mar 31, 2026 |
| 18 | OSAIC HOLDINGS, INC. | 1677044 | 234.65K | 1.88M | Mar 31, 2026 |
| 19 | CETERA INVESTMENT ADVISERS | 1666741 | 214.51K | 1.72M | Mar 31, 2026 |
| 20 | BANK OF AMERICA CORP /DE/ | 70858 | 205.19K | 1.64M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.