NEW YORK, NY
PIMCO INCOME STRATEGY FUND IIPFN— Latest position per institution from SEC 13F filings
15
Institutional holders
11.83M
Total shares held
71.25M
Estimated value
591.44K
Avg. position size
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.31M
Value
9.36M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
1.16M
Value
8.29M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
1.14M
Value
8.12M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.04M
Value
7.49K
Filed
Jun 30, 2024
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
819.72K
Value
5.84M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
806.23K
Value
5.75K
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
770.93K
Value
5.50M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
741.88K
Value
5.29M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
638.60K
Value
4.55M
Filed
Jun 30, 2026
PFG INVESTMENTS, LLC
CIK 1973224
Shares
376.75K
Value
2.81M
Filed
Mar 31, 2024
ROYAL BANK OF CANADA
CIK 1000275
Shares
354.15K
Value
2.52M
Filed
Jun 30, 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
316.66K
Value
2.26M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
313.94K
Value
2.24M
Filed
Jun 30, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
313.82K
Value
1.97M
Filed
Sep 30, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
258.57K
Value
1.84M
Filed
Jun 30, 2026
CORECAP ADVISORS, LLC
CIK 1902501
Shares
255.77K
Value
1.60M
Filed
Sep 30, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 1446194
Shares
223.78K
Value
1.60M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.31M | 9.36M | Jun 30, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 1.16M | 8.29M | Jun 30, 2026 |
| 3 | AMERIPRISE FINANCIAL INC | 820027 | 1.14M | 8.12M | Jun 30, 2026 |
| 4 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.04M | 7.49K | Jun 30, 2024 |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 819.72K | 5.84M | Jun 30, 2026 |
| 6 | COHEN & STEERS, INC. | 1284812 | 806.23K | 5.75K | Jun 30, 2026 |
| 7 | MORGAN STANLEY | 895421 | 770.93K | 5.50M | Jun 30, 2026 |
| 8 | INVESCO LTD. | 914208 | 741.88K | 5.29M | Jun 30, 2026 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 638.60K | 4.55M | Jun 30, 2026 |
| 10 | PFG INVESTMENTS, LLC | 1973224 | 376.75K | 2.81M | Mar 31, 2024 |
| 11 | ROYAL BANK OF CANADA | 1000275 | 354.15K | 2.52M | Jun 30, 2026 |
| 12 | RAYMOND JAMES & ASSOCIATES | 1084208 | 339.09K | 2.58M | Sep 30, 2024 |
| 13 | CONSOLIDATED PORTFOLIO REVIEW CORP | 1972835 | 320.27K | 2.43M | Sep 30, 2025 |
| 14 | THOMAS J. HERZFELD ADVISORS, INC. | 1509510 | 319.59K | 2.43M | Sep 30, 2025 |
| 15 | RAYMOND JAMES FINANCIAL INC | 720005 | 316.66K | 2.26M | Jun 30, 2026 |
| 16 | BANK OF AMERICA CORP /DE/ | 70858 | 313.94K | 2.24M | Jun 30, 2026 |
| 17 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 313.82K | 1.97M | Sep 30, 2026 |
| 18 | J.W. COLE ADVISORS, INC. | 1404763 | 258.57K | 1.84M | Jun 30, 2026 |
| 19 | CORECAP ADVISORS, LLC | 1902501 | 255.77K | 1.60M | Sep 30, 2026 |
| 20 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1446194 | 223.78K | 1.60M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.