CUSIP 72201F490
PIMCO INCOME INSTL
19 institutions · $7.3M total · 700,563 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Register Financial Advisors LLC | 180,469 | $1.9M | 25.76% | 2023-03-31 |
| 2 | Strategic Investment Solutions, Inc. /IL | 95,080 | $988.8K | 13.57% | 2023-09-30 |
| 3 | EVERETT HARRIS & CO /CA/ | 82,252 | $904.0K | 11.74% | 2025-12-31 |
| 4 | Garton & Associates Financial Advisors LLC | 64,440 | $708.2K | 9.19% | 2025-12-31 |
| 5 | Redwood Wealth Management Group, LLC | 49,420 | $543.1K | 7.05% | 2025-12-31 |
| 6 | Oakworth Capital, Inc. | 34,660 | $380.9K | 4.94% | 2025-12-31 |
| 7 | L & S Advisors Inc | 36,467 | $379.6K | 5.20% | 2023-09-30 |
| 8 | GREAT LAKES ADVISORS, LLC | 33,134 | $356.9K | 4.72% | 2025-06-30 |
| 9 | CONNORS INVESTOR SERVICES INC | 22,263 | $242.2K | 3.17% | 2025-09-30 |
| 10 | PSI Advisors, LLC | 18,217 | $198.2K | 2.60% | 2025-09-30 |
| 11 | TUCKER ASSET MANAGEMENT LLC | 17,218 | $181.1K | 2.45% | 2024-12-31 |
| 12 | RiverFront Investment Group, LLC | 16,546 | $174.1K | 2.36% | 2024-12-31 |
| 13 | FIRST MERCHANTS CORP | 14,698 | $161.5K | 2.09% | 2025-12-31 |
| 14 | Brooklyn Investment Group | 7,640 | $82.3K | 1.09% | 2025-06-30 |
| 15 | Financial Gravity Companies, Inc. | 6,835 | $73.6K | 0.97% | 2025-06-30 |
| 16 | Financial Gravity Asset Management, Inc. | 2,059 | $22.6K | 0.29% | 2025-12-31 |
| 17 | Livelsberger Financial Advisory | 17 | $176 | 0.00% | 2024-03-31 |
| 18 | GOFEN & GLOSSBERG LLC /IL/ | 12,253 | $127 | 1.74% | 2023-03-31 |
| 19 | Motiv8 Investments LLC | 6,895 | $76 | 0.98% | 2025-12-31 |