NEW YORK, NY
PIMCO INCOME STRATEGY FUNDPFL— Latest position per institution from SEC 13F filings
15
Institutional holders
8.39M
Total shares held
64.90M
Estimated value
419.36K
Avg. position size
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
886.43K
Value
6.99M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
880.07K
Value
6.93M
Filed
Jun 30, 2026
GALLAGHER BENEFIT SERVICES, INC.
CIK 1527782
Shares
595.90K
Value
4.83M
Filed
Dec 31, 2022
F3LOGIC, LLC
CIK 1733777
Shares
595.90K
Value
4.83M
Filed
Dec 31, 2022
MORGAN STANLEY
CIK 895421
Shares
594.86K
Value
4.69M
Filed
Jun 30, 2026
INDEPENDENT FINANCIAL GROUP, LLC
CIK 275484
Shares
524.74K
Value
4.13M
Filed
Jun 30, 2026
GALLAGHER FIDUCIARY ADVISORS, LLC
CIK 1527781
Shares
445K
Value
3.64M
Filed
Jun 30, 2023
LPL FINANCIAL LLC
CIK 1403438
Shares
432.73K
Value
3.41M
Filed
Jun 30, 2026
HOHIMER WEALTH MANAGEMENT, LLC
CIK 1802533
Shares
390.26K
Value
3.08M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
348.67K
Value
2.75M
Filed
Jun 30, 2026
GRANITESHARES ADVISORS LLC
CIK 1839545
Shares
335.39K
Value
2.64M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
331.52K
Value
2.82M
Filed
Sep 30, 2025
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
295.08K
Value
2.35M
Filed
Jun 30, 2026
STIFEL FINANCIAL CORP
CIK 720672
Shares
281.19K
Value
2.22M
Filed
Jun 30, 2026
ATRIA WEALTH SOLUTIONS, INC.
CIK 1927543
Shares
262.79K
Value
2.26M
Filed
Mar 31, 2025
CENTAURUS FINANCIAL, INC.
CIK 891943
Shares
257.01K
Value
2.02K
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
254.10K
Value
2M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
246.96K
Value
1.95M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
224.18K
Value
1.77M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
204.41K
Value
1.61M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 820027 | 886.43K | 6.99M | Jun 30, 2026 |
| 2 | GUGGENHEIM CAPITAL LLC | 1283072 | 880.07K | 6.93M | Jun 30, 2026 |
| 3 | GALLAGHER BENEFIT SERVICES, INC. | 1527782 | 595.90K | 4.83M | Dec 31, 2022 |
| 4 | F3LOGIC, LLC | 1733777 | 595.90K | 4.83M | Dec 31, 2022 |
| 5 | MORGAN STANLEY | 895421 | 594.86K | 4.69M | Jun 30, 2026 |
| 6 | INDEPENDENT FINANCIAL GROUP, LLC | 275484 | 524.74K | 4.13M | Jun 30, 2026 |
| 7 | GALLAGHER FIDUCIARY ADVISORS, LLC | 1527781 | 445K | 3.64M | Jun 30, 2023 |
| 8 | LPL FINANCIAL LLC | 1403438 | 432.73K | 3.41M | Jun 30, 2026 |
| 9 | HOHIMER WEALTH MANAGEMENT, LLC | 1802533 | 390.26K | 3.08M | Jun 30, 2026 |
| 10 | INVESCO LTD. | 914208 | 348.67K | 2.75M | Jun 30, 2026 |
| 11 | GRANITESHARES ADVISORS LLC | 1839545 | 335.39K | 2.64M | Jun 30, 2026 |
| 12 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 331.52K | 2.82M | Sep 30, 2025 |
| 13 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 295.08K | 2.35M | Jun 30, 2026 |
| 14 | STIFEL FINANCIAL CORP | 720672 | 281.19K | 2.22M | Jun 30, 2026 |
| 15 | ATRIA WEALTH SOLUTIONS, INC. | 1927543 | 262.79K | 2.26M | Mar 31, 2025 |
| 16 | CENTAURUS FINANCIAL, INC. | 891943 | 257.01K | 2.02K | Jun 30, 2026 |
| 17 | CETERA INVESTMENT ADVISERS | 1666741 | 254.10K | 2M | Jun 30, 2026 |
| 18 | ROYAL BANK OF CANADA | 1000275 | 246.96K | 1.95M | Jun 30, 2026 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 224.18K | 1.77M | Jun 30, 2026 |
| 20 | BANK OF AMERICA CORP /DE/ | 70858 | 204.41K | 1.61M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.