NEW YORK, NY
PIMCO INCOME STRATEGY FUND IIPFN— Latest position per institution from SEC 13F filings
15
Institutional holders
12.69M
Total shares held
70.26M
Estimated value
634.50K
Avg. position size
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.49M
Value
10.29M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.23M
Value
8.45M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
1.07M
Value
7.38M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.04M
Value
7.49K
Filed
Jun 30, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
838.08K
Value
5.77M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
806.23K
Value
5.55K
Filed
Mar 31, 2026
SNOWDEN CAPITAL ADVISORS LLC
CIK 1903055
Shares
800K
Value
7.95K
Filed
Jun 30, 2019
MORGAN STANLEY
CIK 895421
Shares
773.81K
Value
5.33M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
692.32K
Value
4.77M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
576.18K
Value
3.97M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
400.64K
Value
2.76M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
378K
Value
2.60M
Filed
Mar 31, 2026
PFG INVESTMENTS, LLC
CIK 1973224
Shares
376.75K
Value
2.81M
Filed
Mar 31, 2024
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
375.63K
Value
2.60M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
339.09K
Value
2.58M
Filed
Sep 30, 2024
CONSOLIDATED PORTFOLIO REVIEW CORP
CIK 1972835
Shares
320.27K
Value
2.43M
Filed
Sep 30, 2025
THOMAS J. HERZFELD ADVISORS, INC.
CIK 1509510
Shares
319.59K
Value
2.43M
Filed
Sep 30, 2025
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
302.96K
Value
2.09M
Filed
Mar 31, 2026
CONCURRENT INVESTMENT ADVISORS, LLC
CIK 2001015
Shares
302K
Value
2.08M
Filed
Mar 31, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
252.70K
Value
1.90M
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.49M | 10.29M | Mar 31, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 1.23M | 8.45M | Mar 31, 2026 |
| 3 | AMERIPRISE FINANCIAL INC | 820027 | 1.07M | 7.38M | Mar 31, 2026 |
| 4 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.04M | 7.49K | Jun 30, 2024 |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 838.08K | 5.77M | Mar 31, 2026 |
| 6 | COHEN & STEERS, INC. | 1284812 | 806.23K | 5.55K | Mar 31, 2026 |
| 7 | SNOWDEN CAPITAL ADVISORS LLC | 1903055 | 800K | 7.95K | Jun 30, 2019 |
| 8 | MORGAN STANLEY | 895421 | 773.81K | 5.33M | Mar 31, 2026 |
| 9 | INVESCO LTD. | 914208 | 692.32K | 4.77M | Mar 31, 2026 |
| 10 | WELLS FARGO & COMPANY/MN | 72971 | 576.18K | 3.97M | Mar 31, 2026 |
| 11 | BANK OF AMERICA CORP /DE/ | 70858 | 400.64K | 2.76M | Mar 31, 2026 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 378K | 2.60M | Mar 31, 2026 |
| 13 | PFG INVESTMENTS, LLC | 1973224 | 376.75K | 2.81M | Mar 31, 2024 |
| 14 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 375.63K | 2.60M | Mar 31, 2026 |
| 15 | RAYMOND JAMES & ASSOCIATES | 1084208 | 339.09K | 2.58M | Sep 30, 2024 |
| 16 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 320.27K | 2.43M | Sep 30, 2025 |
| 17 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 319.59K | 2.43M | Sep 30, 2025 |
| 18 | RAYMOND JAMES FINANCIAL INC | 720005 | 302.96K | 2.09M | Mar 31, 2026 |
| 19 | CONCURRENT INVESTMENT ADVISORS, LLC | 2001015 | 302K | 2.08M | Mar 31, 2026 |
| 20 | J.W. COLE ADVISORS, INC. | 1404763 | 252.70K | 1.90M | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.