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Equibles

PAXS

PIMCO Access Income Fund

Company with tickers: PAXS

CIK
1886878
CUSIP
72203T100
Shares Outstanding
47,023,048
13F Activity (30d)
41 filings 35 filers

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.

Holders: 64
Total Value: $180,308,296
Total Shares: 12,512,722

Institutional Ownership Trend

17 quarters

Holder Concentration

Across 64 13F filers · Δ vs Dec 31, 2025
Top Holder
14.6%
Jun 2023 → Mar 2026 · range 14.4% – 34.7%
−1.0 pts
Top 5
58.2%
Jun 2023 → Mar 2026 · range 58.0% – 72.9%
+0.2 pts
Top 10
83.3%
Jun 2023 → Mar 2026 · range 77.3% – 89.0%
+0.2 pts
HHI
864
Jun 2023 → Mar 2026 · range 834 – 1,649
Broadly held −2

Quarterly Activity

vs Dec 31, 2025
New
12
Increased
16
Decreased
20
Sold Out
13
Unchanged
16
Holder count: -1
Institutional value: +3.9%
Shares held: +10.4%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large Cerity Partners LLC +1,432,949 1,532,951
Mega MORGAN STANLEY +223,503 1,499,575
Mega ROYAL BANK OF CANADA +127,806 1,152,845
Large COHEN & STEERS, INC. +111,234 1,023,000
Mega WELLS FARGO & COMPANY/MN +63,381 1,832,360

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Thomas J. Herzfeld Advisors, Inc. −307,915 439,995
Mega ENVESTNET ASSET MANAGEMENT INC −305,674 287,277
Mega UBS Group AG −64,940 969,614
Large OSAIC HOLDINGS, INC. −39,271 49,911
Mid CHOREO, LLC −35,812 36,346

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Mid Penserra Capital Management LLC 1,263,663 $18,209,383
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC 94,489 $1,361,586
Mid Integrated Wealth Concepts LLC 30,470 $439,072
Micro Wealth Care LLC 25,146 $362,353
Large HighTower Advisors, LLC 25,000 $360,250

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Micro SOL Capital Management CO 1,471,674 $22,516,612
Large COMERICA BANK 28,637 $438,146
Large Marex Group plc 21,787 $333,341
Small TWO SIGMA SECURITIES, LLC 15,955 $244,111
Micro Navis Wealth Advisors, LLC 15,733 $240,714
Filter: New 12 Increased 16 Reduced 20 Sold out 13 Unchanged 16
Showing 64 of 64
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega WELLS FARGO & COMPANY/MN $26,404,307 14.64% 1,832,360
Large Cerity Partners LLC $22,089,823 12.25% 1,532,951
Mega MORGAN STANLEY $21,608,875 11.98% 1,499,575
Mid Penserra Capital Management LLC $18,209,383 10.10% 1,263,663
Mega ROYAL BANK OF CANADA Bank $16,612,496 9.21% 1,152,845
Large COHEN & STEERS, INC. $14,741,430 8.18% 1,023,000
Mega UBS Group AG $13,972,137 7.75% 969,614
Small Thomas J. Herzfeld Advisors, Inc. $6,340,327 3.52% 439,995
Mega BANK OF AMERICA CORP /DE/ Bank $6,071,235 3.37% 421,321
Mega ENVESTNET ASSET MANAGEMENT INC $4,139,661 2.30% 287,277
Micro Element Wealth, LLC $2,853,626 1.58% 198,031
Mega LPL Financial LLC $2,793,998 1.55% 193,893
Large Rockefeller Capital Management L.P. $2,542,788 1.41% 176,460
Micro CORRADO ADVISORS, LLC $2,309,461 1.28% 160,268
Small SMITH, MOORE & CO. $1,838,269 1.02% 127,569
Small Noble Wealth Management PBC $1,715,769 0.95% 119,068
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $1,361,586 0.76% 94,489
Mega RAYMOND JAMES FINANCIAL INC $991,940 0.55% 68,837
Mega JANE STREET GROUP, LLC $951,448 0.53% 66,027
Mid JOURNEY STRATEGIC WEALTH LLC $744,997 0.41% 51,700
Large OSAIC HOLDINGS, INC. $719,217 0.40% 49,911
Mid INDEPENDENT FINANCIAL GROUP, LLC $655,655 0.36% 45,500
Small Bramshill Investments, LLC $629,558 0.35% 43,689
Mid WEDBUSH SECURITIES INC Broker-Dealer $607,237 0.34% 42,140
Large Janney Montgomery Scott LLC $606,156 0.34% 42,065
Large COMMONWEALTH EQUITY SERVICES, LLC $593,807 0.33% 41,208
Small Crumly & Associates Inc. $572,797 0.32% 39,750
Small COURIER CAPITAL LLC $536,066 0.30% 37,201
Mid CHOREO, LLC $523,745 0.29% 36,346
Mid Integrated Wealth Concepts LLC $439,072 0.24% 30,470
Large TRUIST FINANCIAL CORP $408,350 0.23% 28,338
Mid Chicago Partners Investment Group LLC $399,675 0.22% 27,736
Large STIFEL FINANCIAL CORP $363,103 0.20% 25,198
Micro Wealth Care LLC $362,353 0.20% 25,146
Large HighTower Advisors, LLC $360,250 0.20% 25,000
Large Cetera Investment Advisers $326,775 0.18% 22,677
Small Mathes Company, Inc. $317,020 0.18% 22,000
Mega FIRST TRUST ADVISORS LP $298,776 0.17% 20,734
Large Corient Private Wealth LLC $288,200 0.16% 20,000
Large Cambridge Investment Research Advisors, Inc. $277,421 0.15% 19,252
Small Fortitude Advisory Group L.L.C. $256,757 0.14% 17,818
Small IAMS WEALTH MANAGEMENT, LLC $248,572 0.14% 17,250
Mid Virtu Financial LLC $228,139 0.13% 15,832
Micro NORTHEAST PLANNING ASSOCIATES, INC. / NH / $222,058 0.12% 15,410
Mid XTX Topco Ltd $204,823 0.11% 14,214
Mega BlackRock, Inc. $189,232 0.10% 13,132
Small NWF Advisory Services Inc. $177,675 0.10% 12,330
Large &PARTNERS $175,946 0.10% 12,210
Small ALEXANDER LABRUNERIE & CO., INC. $173,597 0.10% 12,047
Mid CreativeOne Wealth, LLC $170,571 0.09% 11,837
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $147,082 0.08% 10,207
Micro LifePlan Investment Advisors, Inc. $144,100 0.08% 10,000
Small Activest Wealth Management $108,075 0.06% 7,500
Micro Osbon Capital Management LLC $67,136 0.04% 4,659
Large HUNTINGTON NATIONAL BANK Bank $56,069 0.03% 3,891
Small Anfield Capital Management, LLC $52,798 0.03% 3,664
Mid GHP Investment Advisors, Inc. $40,708 0.02% 2,825
Small FNY Investment Advisers, LLC $15,851 0.01% 1,100
Mega PNC FINANCIAL SERVICES GROUP, INC. $15,058 0.01% 1,045
Large CWM, LLC $12,205 0.01% 847
Small MARK SHEPTOFF FINANCIAL PLANNING, LLC $7,205 0.00% 500
Mid Advisors Asset Management, Inc. $6,095 0.00% 423
Mid IFP Advisors, Inc $5,764 0.00% 400
Large FIFTH THIRD BANCORP Bank $3,991 0.00% 277

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