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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
CUSIP 722011103

PIMCO GLOBAL STOCKSPLS INCM

66 institutions · $18.7M total · 2,357,860 shares

#ManagerSharesValue% of TotalPeriod
1RIVERNORTH CAPITAL MANAGEMENT, LLC345,951$3.2M14.67%2025-12-31
2Thomas J. Herzfeld Advisors, Inc.383,004$2.8M16.24%2023-06-30
3LPL Financial LLC177,391$1.6M7.52%2025-12-31
4GUGGENHEIM CAPITAL LLC155,363$1.4M6.58%2025-12-31
5MORGAN STANLEY130,967$1.2M5.55%2025-12-31
6Shaker Financial Services, LLC113,811$1.0M4.82%2025-12-31
7Kestra Advisory Services, LLC89,886$820.7K3.81%2025-12-31
8UBS Group AG80,000$730.4K3.39%2025-12-31
9ENVESTNET ASSET MANAGEMENT INC79,392$724.8K3.36%2025-12-31
10TRUIST FINANCIAL CORP79,093$722.1K3.35%2025-12-31
11Brinker Capital Investments, LLC75,302$521.8K3.19%2023-03-31
12MAS Advisors LLC47,967$410.1K2.03%2025-09-30
13NewEdge Advisors, LLC43,337$395.7K1.83%2025-12-31
14Institute for Wealth Management, LLC.37,784$345.0K1.60%2025-12-31
15Cetera Investment Advisers29,895$272.9K1.26%2025-12-31
16COMMONWEALTH EQUITY SERVICES, LLC25,207$230.1K1.06%2025-12-31
17Royal Bank of Canada24,266$222.0K1.02%2025-12-31
18ADVISOR GROUP HOLDINGS, INC.21,668$197.8K0.91%2025-12-31
19SUSQUEHANNA INTERNATIONAL GROUP, LLP18,364$142.9K0.77%2024-12-31
20COMERICA BANK15,401$140.6K0.65%2025-12-31
21Private Advisor Group, LLC15,678$131.5K0.66%2024-09-30
22Argyle Capital Partners, LLC13,985$127.7K0.59%2025-12-31
23SIGNATUREFD, LLC14,760$114.8K0.62%2024-12-31
24Owen LaRue, LLC11,729$107.1K0.49%2025-12-31
2549 WEALTH MANAGEMENT, LLC12,499$106.9K0.53%2025-09-30
26Epic Trust Investment Advisors, LLC14,031$105.9K0.59%2024-06-30
27Invesco Ltd.14,669$105.6K0.62%2023-09-30
28BANK OF AMERICA CORP /DE/11,027$100.7K0.46%2025-12-31
29CITADEL ADVISORS LLC12,705$98.8K0.53%2024-12-31
30Arlington Capital Management, Inc.12,869$97.2K0.54%2024-06-30
31CoreCap Advisors, LLC9,400$85.8K0.39%2025-12-31
32AVANTAX ADVISORY SERVICES, INC.10,006$82.9K0.42%2025-06-30
33CIBC Private Wealth Group, LLC7,688$58.8K0.32%2024-06-30
34MAI Capital Management4,542$41.5K0.19%2025-12-31
35American Portfolios Advisors3,963$37.8K0.16%2023-03-31
36Federation des caisses Desjardins du Quebec1,735$29.0K0.07%2024-06-30
37Advisory Services Network, LLC3,372$25.0K0.14%2023-06-30
38Destiny Wealth Partners, LLC3,400$23.6K0.14%2023-03-31
39Worth Asset Management, LLC2,940$21.8K0.12%2023-06-30
40Ameritas Advisory Services, LLC1,927$16.5K0.08%2025-09-30
41NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,301$15.2K0.09%2023-12-31
42Authentikos Wealth Advisory, LLC1,500$9.9K0.06%2023-12-31
43Rockefeller Capital Management L.P.1,000$9.1K0.04%2025-12-31
44Accurate Wealth Management, LLC1,000$7.7K0.04%2023-03-31
45Triumph Capital Management700$6.4K0.02%2025-12-31
46Financial Management Professionals, Inc.509$4.3K0.02%2025-06-30
47PRINCIPAL SECURITIES, INC.495$4.2K0.02%2024-09-30
48PNC Financial Services Group, Inc.400$3.0K0.01%2024-06-30
49HIGHLINE WEALTH PARTNERS LLC300$2.7K0.01%2025-12-31
50WELLS FARGO & COMPANY/MN299$2.7K0.01%2025-12-31
51RAYMOND JAMES FINANCIAL INC235$1.9K0.00%2025-06-30
52DiNuzzo Private Wealth, Inc.200$1.7K0.00%2024-09-30
53ROMANO BROTHERS AND COMPANY200$1.4K0.00%2023-03-31
54JPMORGAN CHASE & CO180$1.4K0.00%2024-12-31
55COHEN & STEERS, INC.138,801$1.3K5.88%2025-12-31
56Ancora Advisors, LLC112$9580.00%2025-09-30
57Allworth Financial LP100$9130.00%2025-12-31
58INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC6,293$7500.26%2024-09-30
59MARINER INVESTMENT GROUP LLC19,644$1360.83%2023-03-31
60Morse Asset Management, Inc11,948$860.50%2023-09-30
61Cambridge Investment Research Advisors, Inc.11,094$860.47%2024-12-31
62IFP Advisors, Inc1,385$190.05%2023-03-31
63CWM, LLC1,789$160.07%2025-12-31
64FNY Investment Advisers, LLC300$20.01%2025-12-31
65Householder Group Estate & Retirement Specialist, LLC101$10.00%2023-06-30
66CONCOURSE FINANCIAL GROUP SECURITIES, INC.0$00.00%2025-06-30