PAXS · PIMCO Access Income Fund
$14.10
+0.14 (+1.00%)
At close · Jul 28
Market Cap
$662.55M
Shares
47.02M
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
The Jun 30, 2026 filing window is
still open — showing the latest known positions. Funds that have not filed yet
carry their prior-quarter positions; a fund that filed without this stock counts
as sold out.
Holders: 65
Total Value: $180,744,885
Total Shares: 12,539,627
Institutional Ownership Trend
18 quarters
Holder Concentration
Across 64 13F filersTop Holder
14.6%
of institutional value
Top 5
58.2%
of institutional value
Top 10
83.3%
of institutional value
HHI
864
Broadly held
| Holder | Value (USD) | % of 13F | Shares | Type | Discretion | Filed | Open | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Mega WELLS FARGO & COMPANY/MN | $26,404,307 | 14.61% | 1,832,360 | Shares | Defined | 2026-05-11 | ||||
| Large Cerity Partners LLC | $22,089,823 | 12.22% | 1,532,951 | Shares | Sole | 2026-05-15 | ||||
| Mega MORGAN STANLEY | $21,608,875 | 11.96% | 1,499,575 | Shares | Defined | 2026-05-15 | ||||
| Mid Penserra Capital Management LLC | $18,209,383 | 10.07% | 1,263,663 | Shares | Defined | 2026-05-11 | ||||
| Mega ROYAL BANK OF CANADA Bank | $16,612,496 | 9.19% | 1,152,845 | Shares | Defined | 2026-05-15 | ||||
| Large COHEN & STEERS, INC. | $14,741,430 | 8.16% | 1,023,000 | Shares | Sole | 2026-05-15 | ||||
| Mega UBS Group AG | $13,972,137 | 7.73% | 969,614 | Shares | Defined | 2026-05-05 | ||||
| Small Thomas J. Herzfeld Advisors, Inc. | $6,340,327 | 3.51% | 439,995 | Shares | Sole | 2026-05-12 | ||||
| Mega BANK OF AMERICA CORP /DE/ Bank | $6,071,235 | 3.36% | 421,321 | Shares | Defined | 2026-05-18 | ||||
| Mega ENVESTNET ASSET MANAGEMENT INC | $4,139,661 | 2.29% | 287,277 | Shares | Sole | 2026-05-04 | ||||
| Micro Element Wealth, LLC | $2,853,626 | 1.58% | 198,031 | Shares | Sole | 2026-05-04 | ||||
| Mega LPL Financial LLC | $2,793,998 | 1.55% | 193,893 | Shares | Sole | 2026-05-06 | ||||
| Large Rockefeller Capital Management L.P. | $2,542,788 | 1.41% | 176,460 | Shares | Defined | 2026-05-14 | ||||
| Micro CORRADO ADVISORS, LLC | $2,309,461 | 1.28% | 160,268 | Shares | Sole | 2026-04-30 | ||||
| Small SMITH, MOORE & CO. | $1,838,269 | 1.02% | 127,569 | Shares | Sole | 2026-05-05 | ||||
| Small Noble Wealth Management PBC | $1,821,482 | 1.01% | 125,967 | Shares | Sole | 2026-07-01 | ||||
| Mid RIVERNORTH CAPITAL MANAGEMENT, LLC | $1,361,586 | 0.75% | 94,489 | Shares | Sole | 2026-05-15 | ||||
| Mega RAYMOND JAMES FINANCIAL INC | $991,940 | 0.55% | 68,837 | Shares | Defined | 2026-05-14 | ||||
| Mega JANE STREET GROUP, LLC | $951,448 | 0.53% | 66,027 | Shares | Defined | 2026-05-12 | ||||
| Mid JOURNEY STRATEGIC WEALTH LLC | $744,997 | 0.41% | 51,700 | Shares | Sole | 2026-04-15 | ||||
| Large OSAIC HOLDINGS, INC. | $719,217 | 0.40% | 49,911 | Shares | Defined | 2026-05-15 | ||||
| Micro Wealth Care LLC | $666,913 | 0.37% | 45,836 | Shares | Sole | 2026-07-15 | ||||
| Mid INDEPENDENT FINANCIAL GROUP, LLC | $650,850 | 0.36% | 44,732 | Shares | Sole | 2026-07-15 | ||||
| Mid WEDBUSH SECURITIES INC Broker-Dealer | $641,931 | 0.36% | 44,119 | Shares | Sole | 2026-07-28 | ||||
| Small Bramshill Investments, LLC | $629,558 | 0.35% | 43,689 | Shares | Sole | 2026-05-15 | ||||
| Large Janney Montgomery Scott LLC | $606,156 | 0.34% | 42,065 | Shares | Sole | 2026-04-22 | ||||
| Large COMMONWEALTH EQUITY SERVICES, LLC | $593,807 | 0.33% | 41,208 | Shares | Sole | 2026-04-27 | ||||
| Small Crumly & Associates Inc. | $578,362 | 0.32% | 39,750 | Shares | Sole | 2026-07-08 | ||||
| Small COURIER CAPITAL LLC | $541,274 | 0.30% | 37,201 | Shares | Sole | 2026-07-16 | ||||
| Mid CHOREO, LLC | $523,745 | 0.29% | 36,346 | Shares | Sole | 2026-05-13 | ||||
| Mid Integrated Wealth Concepts LLC | $439,072 | 0.24% | 30,470 | Shares | Sole | 2026-05-15 | ||||
| Large TRUIST FINANCIAL CORP | $405,333 | 0.22% | 27,858 | Shares | Defined | 2026-07-28 | ||||
| Mid Chicago Partners Investment Group LLC | $399,675 | 0.22% | 27,736 | Shares | Sole | 2026-05-04 | ||||
| Large STIFEL FINANCIAL CORP | $363,103 | 0.20% | 25,198 | Shares | Defined | 2026-05-12 | ||||
| Large HighTower Advisors, LLC | $360,250 | 0.20% | 25,000 | Shares | Sole | 2026-05-05 | ||||
| Large Cetera Investment Advisers | $326,775 | 0.18% | 22,677 | Shares | Sole | 2026-05-13 | ||||
| Small Mathes Company, Inc. | $317,020 | 0.18% | 22,000 | Shares | Sole | 2026-05-08 | ||||
| Mega FIRST TRUST ADVISORS LP | $298,776 | 0.17% | 20,734 | Shares | Sole | 2026-05-13 | ||||
| Large Corient Private Wealth LLC | $288,200 | 0.16% | 20,000 | Shares | Sole | 2026-05-15 | ||||
| Small Fortitude Advisory Group L.L.C. | $259,251 | 0.14% | 17,818 | Shares | Sole | 2026-07-22 | ||||
| Small IAMS WEALTH MANAGEMENT, LLC | $250,987 | 0.14% | 17,250 | Shares | Sole | 2026-07-16 | ||||
| Mid Virtu Financial LLC | $228,139 | 0.13% | 15,832 | Shares | Defined | 2026-05-14 | ||||
| Micro NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $222,058 | 0.12% | 15,410 | Shares | Sole | 2026-04-27 | ||||
| Large Cambridge Investment Research Advisors, Inc. | $206,944 | 0.11% | 14,223 | Shares | Sole | 2026-07-27 | ||||
| Mid XTX Topco Ltd | $204,823 | 0.11% | 14,214 | Shares | Defined | 2026-05-15 | ||||
| Mega BlackRock, Inc. | $189,232 | 0.10% | 13,132 | Shares | Sole | 2026-05-13 | ||||
| Small NWF Advisory Services Inc. | $177,675 | 0.10% | 12,330 | Shares | Sole | 2026-05-04 | ||||
| Large &PARTNERS | $175,946 | 0.10% | 12,210 | Shares | Sole | 2026-05-15 | ||||
| Small ALEXANDER LABRUNERIE & CO., INC. | $173,597 | 0.10% | 12,047 | Shares | Sole | 2026-05-18 | ||||
| Mid CreativeOne Wealth, LLC | $170,571 | 0.09% | 11,837 | Shares | Sole | 2026-05-15 | ||||
| Mid Focus Financial Network, Inc. | $152,775 | 0.08% | 10,500 | Shares | Sole | 2026-07-09 | ||||
| Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP | $147,082 | 0.08% | 10,207 | Shares | Other | 2026-05-15 | ||||
| Micro LifePlan Investment Advisors, Inc. | $144,100 | 0.08% | 10,000 | Shares | Sole | 2026-05-14 | ||||
| Micro Osbon Capital Management LLC | $67,136 | 0.04% | 4,659 | Shares | Sole | 2026-05-15 | ||||
| Large HUNTINGTON NATIONAL BANK Bank | $56,069 | 0.03% | 3,891 | Principal | Defined | 2026-05-15 | ||||
| Small Anfield Capital Management, LLC | $52,798 | 0.03% | 3,664 | Shares | Defined | 2026-05-12 | ||||
| Small Activest Wealth Management | $36,375 | 0.02% | 2,500 | Shares | Sole | 2026-07-16 | ||||
| Small FNY Investment Advisers, LLC | $16,005 | 0.01% | 1,100 | Shares | Sole | 2026-07-08 | ||||
| Mega PNC FINANCIAL SERVICES GROUP, INC. | $15,058 | 0.01% | 1,045 | Shares | Defined | 2026-05-08 | ||||
| Mid GHP Investment Advisors, Inc. | $13,662 | 0.01% | 939 | Shares | Sole | 2026-07-20 | ||||
| Large CWM, LLC | $12,205 | 0.01% | 847 | Shares | Sole | 2026-05-14 | ||||
| Small MARK SHEPTOFF FINANCIAL PLANNING, LLC | $7,205 | 0.00% | 500 | Shares | Sole | 2026-05-11 | ||||
| Mid Advisors Asset Management, Inc. | $6,095 | 0.00% | 423 | Shares | Sole | 2026-05-15 | ||||
| Mid IFP Advisors, Inc | $5,820 | 0.00% | 400 | Shares | Sole | 2026-07-20 | ||||
| Large FIFTH THIRD BANCORP Bank | $3,991 | 0.00% | 277 | Shares | Defined | 2026-05-01 | ||||
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