CUSIP 72201H108
PIMCO INCOME STRATEGY FD
112 institutions · $66.1M total · 8,196,756 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | GUGGENHEIM CAPITAL LLC | 983,056 | $8.3M | 11.99% | 2025-12-31 |
| 2 | AMERIPRISE FINANCIAL INC | 719,418 | $6.1M | 8.77% | 2025-12-31 |
| 3 | MORGAN STANLEY | 553,450 | $4.7M | 6.75% | 2025-12-31 |
| 4 | LPL Financial LLC | 497,728 | $4.2M | 6.07% | 2025-12-31 |
| 5 | WELLS FARGO & COMPANY/MN | 410,804 | $3.5M | 5.01% | 2025-12-31 |
| 6 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 331,520 | $2.8M | 4.04% | 2025-09-30 |
| 7 | GraniteShares Advisors LLC | 324,852 | $2.7M | 3.96% | 2025-12-31 |
| 8 | Invesco Ltd. | 317,350 | $2.7M | 3.87% | 2025-12-31 |
| 9 | Atria Wealth Solutions, Inc. | 262,787 | $2.3M | 3.20% | 2025-03-31 |
| 10 | HOHIMER WEALTH MANAGEMENT, LLC | 256,970 | $2.2M | 3.13% | 2025-12-31 |
| 11 | STIFEL FINANCIAL CORP | 255,725 | $2.2M | 3.11% | 2025-12-31 |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 252,975 | $2.1M | 3.08% | 2025-12-31 |
| 13 | OSAIC HOLDINGS, INC. | 221,117 | $1.9M | 2.69% | 2025-12-31 |
| 14 | BANK OF AMERICA CORP /DE/ | 207,832 | $1.8M | 2.53% | 2025-12-31 |
| 15 | Royal Bank of Canada | 202,806 | $1.7M | 2.47% | 2025-12-31 |
| 16 | Cetera Investment Advisers | 173,467 | $1.5M | 2.11% | 2025-12-31 |
| 17 | Pinnacle Financial Partners Inc | 117,903 | $1.0M | 1.43% | 2025-09-30 |
| 18 | Pinnacle Financial Partners, Inc. | 117,903 | $993.9K | 1.43% | 2025-12-31 |
| 19 | HORIZON KINETICS ASSET MANAGEMENT LLC | 93,252 | $786.1K | 1.13% | 2025-12-31 |
| 20 | TRUIST FINANCIAL CORP | 92,049 | $776.0K | 1.12% | 2025-12-31 |
| 21 | NewEdge Advisors, LLC | 90,650 | $764.2K | 1.10% | 2025-12-31 |
| 22 | Cypress Capital Group | 58,213 | $490.7K | 0.71% | 2025-12-31 |
| 23 | Noble Wealth Management PBC | 53,530 | $456.1K | 0.65% | 2025-12-31 |
| 24 | Geneos Wealth Management Inc. | 52,555 | $443.0K | 0.64% | 2025-12-31 |
| 25 | J.W. COLE ADVISORS, INC. | 52,462 | $442.3K | 0.64% | 2025-12-31 |
| 26 | Kestra Advisory Services, LLC | 49,298 | $415.6K | 0.60% | 2025-12-31 |
| 27 | SILVER OAK SECURITIES, INCORPORATED | 47,843 | $404.6K | 0.58% | 2025-12-31 |
| 28 | Sanctuary Advisors, LLC | 40,911 | $344.9K | 0.49% | 2025-12-31 |
| 29 | StoneX Group Inc. | 39,898 | $337.7K | 0.48% | 2025-12-31 |
| 30 | Shaker Financial Services, LLC | 37,026 | $311.8K | 0.45% | 2025-06-30 |
| 31 | Balyasny Asset Management L.P. | 34,931 | $291.3K | 0.42% | 2025-06-30 |
| 32 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2,038 | $268.9K | 0.02% | 2025-12-31 |
| 33 | READYSTATE ASSET MANAGEMENT LP | 31,116 | $260.8K | 0.37% | 2024-12-31 |
| 34 | Herold Advisors, Inc. | 28,780 | $240.0K | 0.35% | 2025-06-30 |
| 35 | Elm3 Financial Group, LLC | 27,435 | $231.3K | 0.33% | 2025-12-31 |
| 36 | TD Waterhouse Canada Inc. | 24,785 | $209.7K | 0.30% | 2025-12-31 |
| 37 | Stratos Wealth Partners, LTD. | 24,621 | $207.6K | 0.30% | 2025-12-31 |
| 38 | SHUFRO ROSE & CO LLC | 24,100 | $203.2K | 0.29% | 2025-12-31 |
| 39 | D.A. DAVIDSON & CO. | 23,999 | $202.3K | 0.29% | 2025-12-31 |
| 40 | TWO SIGMA SECURITIES, LLC | 23,539 | $198.4K | 0.28% | 2025-12-31 |
| 41 | PFG Investments, LLC | 23,500 | $198.1K | 0.28% | 2025-12-31 |
| 42 | RAYMOND JAMES FINANCIAL INC | 22,591 | $190.4K | 0.27% | 2025-12-31 |
| 43 | Armor Investment Advisors, LLC | 21,736 | $183.2K | 0.26% | 2025-12-31 |
| 44 | Financial Advocates Investment Management | 20,600 | $177.2K | 0.25% | 2025-03-31 |
| 45 | Beacon Pointe Advisors, LLC | 20,605 | $173.7K | 0.25% | 2025-12-31 |
| 46 | Fortitude Advisory Group L.L.C. | 20,472 | $172.6K | 0.24% | 2025-12-31 |
| 47 | Consolidated Portfolio Review Corp | 19,911 | $169.6K | 0.24% | 2025-09-30 |
| 48 | BlackRock, Inc. | 19,764 | $166.6K | 0.24% | 2025-12-31 |
| 49 | Lido Advisors, LLC | 18,815 | $161.8K | 0.22% | 2025-12-31 |
| 50 | Equitable Holdings, Inc. | 18,749 | $156.4K | 0.22% | 2025-06-30 |
| 51 | WealthPlan Investment Management, LLC | 18,232 | $155.3K | 0.22% | 2025-09-30 |
| 52 | Kingsview Wealth Management, LLC | 18,412 | $155.2K | 0.22% | 2025-12-31 |
| 53 | Western Wealth Management, LLC | 18,345 | $154.7K | 0.22% | 2025-12-31 |
| 54 | Moser Wealth Advisors, LLC | 18,428 | $153.7K | 0.22% | 2025-06-30 |
| 55 | Sowell Financial Services LLC | 16,641 | $140.3K | 0.20% | 2025-12-31 |
| 56 | SYNOVUS FINANCIAL CORP | 15,098 | $128.6K | 0.18% | 2025-09-30 |
| 57 | Creative Planning | 15,373 | $128.2K | 0.18% | 2025-06-30 |
| 58 | Elequin Capital, LP | 15,336 | $127.9K | 0.18% | 2025-06-30 |
| 59 | Focus Partners Wealth | 15,095 | $127.3K | 0.18% | 2025-12-31 |
| 60 | Element Wealth, LLC | 14,947 | $126.0K | 0.18% | 2025-12-31 |
| 61 | INTEGRITY ALLIANCE, LLC. | 14,724 | $124.1K | 0.17% | 2025-12-31 |
| 62 | Tudor Financial Inc. | 14,708 | $124.0K | 0.17% | 2025-12-31 |
| 63 | XTX Topco Ltd | 13,783 | $118.5K | 0.16% | 2025-03-31 |
| 64 | Sonora Investment Management Group, LLC | 13,895 | $118.4K | 0.16% | 2025-09-30 |
| 65 | Mariner, LLC | 13,863 | $116.9K | 0.16% | 2025-12-31 |
| 66 | UBS Group AG | 13,576 | $114.4K | 0.16% | 2025-12-31 |
| 67 | JANE STREET GROUP, LLC | 12,547 | $105.8K | 0.15% | 2025-12-31 |
| 68 | RAYMOND JAMES TRUST N.A. | 12,155 | $104.2K | 0.14% | 2024-09-30 |
| 69 | SCOTIA CAPITAL INC. | 11,748 | $99.0K | 0.14% | 2025-12-31 |
| 70 | NATIONAL BANK OF CANADA /FI/ | 11,505 | $97.3K | 0.14% | 2025-12-31 |
| 71 | ENVESTNET ASSET MANAGEMENT INC | 11,454 | $96.6K | 0.13% | 2025-12-31 |
| 72 | Apollon Wealth Management, LLC | 11,200 | $94.4K | 0.13% | 2025-12-31 |
| 73 | Miller Financial Services LLC | 11,126 | $93.2K | 0.13% | 2024-12-31 |
| 74 | Semus Wealth Partners LLC | 10,190 | $85.9K | 0.12% | 2025-12-31 |
| 75 | Strategic Financial Concepts, LLC | 10,200 | $85.1K | 0.12% | 2025-06-30 |
| 76 | Gilliland Jeter Wealth Management LLC | 8,800 | $75.4K | 0.10% | 2024-09-30 |
| 77 | AMERIFLEX GROUP, INC. | 8,939 | $75.4K | 0.10% | 2025-12-31 |
| 78 | Van Hulzen Asset Management, LLC | 7,000 | $58.7K | 0.08% | 2024-12-31 |
| 79 | Anfield Capital Management, LLC | 6,669 | $56.2K | 0.08% | 2025-12-31 |
| 80 | CoreCap Advisors, LLC | 6,445 | $54.3K | 0.07% | 2025-12-31 |
| 81 | JPMORGAN CHASE & CO | 5,996 | $50.6K | 0.07% | 2024-12-31 |
| 82 | HIGHLINE WEALTH PARTNERS LLC | 4,250 | $35.8K | 0.05% | 2025-12-31 |
| 83 | Allworth Financial LP | 4,100 | $34.9K | 0.05% | 2025-12-31 |
| 84 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3,425 | $28.9K | 0.04% | 2025-12-31 |
| 85 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 2,000 | $16.7K | 0.02% | 2025-06-30 |
| 86 | Raleigh Capital Management Inc. | 1,575 | $13.2K | 0.01% | 2024-12-31 |
| 87 | Caldwell Trust Co | 1,500 | $12.6K | 0.01% | 2025-12-31 |
| 88 | Strategic Wealth Partners, Ltd. | 1,449 | $12.3K | 0.01% | 2025-09-30 |
| 89 | BNP PARIBAS FINANCIAL MARKETS | 1,434 | $12.1K | 0.01% | 2025-12-31 |
| 90 | TRUST CO OF VERMONT | 1,400 | $11.7K | 0.01% | 2025-06-30 |
| 91 | Costello Asset Management, INC | 1,168 | $9.8K | 0.01% | 2025-12-31 |
| 92 | Synergy Asset Management, LLC | 1,100 | $9.4K | 0.01% | 2024-12-31 |
| 93 | ASSETMARK, INC | 1,100 | $9.3K | 0.01% | 2025-12-31 |
| 94 | Sound Income Strategies, LLC | 1,072 | $9.2K | 0.01% | 2025-03-31 |
| 95 | Financial Freedom, LLC | 902 | $7.6K | 0.01% | 2025-12-31 |
| 96 | Financial Gravity Companies, Inc. | 894 | $7.5K | 0.01% | 2024-12-31 |
| 97 | Rockefeller Capital Management L.P. | 833 | $7.1K | 0.01% | 2025-12-31 |
| 98 | COMERICA BANK | 730 | $6.2K | 0.00% | 2025-12-31 |
| 99 | J.Safra Asset Management Corp | 600 | $5.1K | 0.00% | 2025-09-30 |
| 100 | Tower Research Capital LLC (TRC) | 595 | $5.0K | 0.00% | 2025-12-31 |
| 101 | Steward Partners Investment Advisory, LLC | 524 | $4.4K | 0.00% | 2024-12-31 |
| 102 | AdvisorNet Financial, Inc | 500 | $4.2K | 0.00% | 2025-12-31 |
| 103 | Key Financial Inc | 488 | $4.1K | 0.00% | 2025-12-31 |
| 104 | Advisory Services Network, LLC | 448 | $3.8K | 0.00% | 2025-09-30 |
| 105 | HARBOUR INVESTMENTS, INC. | 425 | $3.5K | 0.00% | 2025-06-30 |
| 106 | CENTAURUS FINANCIAL, INC. | 253,640 | $2.1K | 3.09% | 2025-12-31 |
| 107 | Farther Finance Advisors, LLC | 136 | $1.1K | 0.00% | 2025-12-31 |
| 108 | Cambridge Investment Research Advisors, Inc. | 89,577 | $755 | 1.09% | 2025-12-31 |
| 109 | Janney Montgomery Scott LLC | 56,523 | $476 | 0.68% | 2025-12-31 |
| 110 | FMR LLC | 1 | $8 | 0.00% | 2024-12-31 |
| 111 | FNY Investment Advisers, LLC | 500 | $4 | 0.00% | 2025-12-31 |
| 112 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |