PAXS · PIMCO Access Income Fund · Shareholders & Ownership
Every disclosed holder of PAXS in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.
Who Owns PAXS
13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positionsNo chart: shares outstanding cannot be set against these holders.
| Holder group | Shares | % Out |
|---|---|---|
| Institutional (13F) | 12,223,261 | — |
| Insiders (Forms 3, 4, 5) | 0 | — |
| 13D/G-only blocks | 0 | — |
| Registered funds (N-PORT, not summed) | 2,202,104 | — |
% Out is unavailable: no shares outstanding count is on record.
13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.
Holders of PAXS
| # | Holder | Shares | As of | Notes |
|---|---|---|---|---|
| 1 |
WELLS FARGO & COMPANY/MN
13F
CIK 72971 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,857,213 | ||
| 2 |
MORGAN STANLEY
13F
CIK 895421 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,494,857 | ||
| 3 |
Cerity Partners LLC
13F
CIK 1566475 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,378,894 | ||
| 4 |
Penserra Capital Management LLC
13F
CIK 1593324 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,313,790 | ||
| 5 |
Amplify CEF High Income ETF
Fund
S000065408 · Registered fund · Jun 30, 2026
Amplify ETF Trust, not summed
|
1,307,526 | ||
| 6 |
COHEN & STEERS, INC.
13F
CIK 1284812 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,100,337 | ||
| 7 |
ROYAL BANK OF CANADA
13F
CIK 1000275 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
1,063,945 | ||
| 8 |
|
914,169 | ||
| 9 |
BANK OF AMERICA CORP /DE/
13F
CIK 70858 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
638,943 | ||
| 10 |
Thomas J. Herzfeld Advisors, Inc.
13F
CIK 1509510 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
311,965 | ||
| 11 |
ENVESTNET ASSET MANAGEMENT INC
13F
CIK 1407543 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
311,261 | ||
| 12 |
Element Wealth, LLC
13F
CIK 1802743 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
194,871 | ||
| 13 |
LPL Financial LLC
13F
CIK 1403438 · Broker-dealer · Jun 30, 2026
carried, not yet filed for the newest quarter
|
155,507 | ||
| 14 |
Noble Wealth Management PBC
13F
CIK 2055065 · Unknown · Sep 30, 2026
|
147,286 | ||
| 15 |
Rockefeller Capital Management L.P.
13F
CIK 1739439 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
142,752 | ||
| 16 |
SMITH, MOORE & CO.
13F
CIK 200724 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
130,988 | ||
| 17 |
OSAIC HOLDINGS, INC.
13F
CIK 1677044 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
90,315 | ||
| 18 |
HighTower Advisors, LLC
13F
CIK 1462245 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
68,700 | ||
| 19 |
RAYMOND JAMES FINANCIAL INC
13F
CIK 720005 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
67,109 | ||
| 20 |
Herzfeld Caribbean Basin Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Herzfeld Caribbean Basin Fund, Inc., not summed
|
54,194 | ||
| 20.1 |
Cohen & Steers Closed-End Opportunity Fund, Inc.
Fund
· Registered fund · Jun 30, 2026
Cohen & Steers Closed-End Opportunity Fund, Inc., not summed
|
779,017 | ||
| 21 |
Janney Montgomery Scott LLC
13F
CIK 1329948 · Investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
49,500 | ||
| 22 |
Wealth Care LLC
13F
CIK 2120450 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
45,836 | ||
| 23 |
INDEPENDENT FINANCIAL GROUP, LLC
13F
CIK 275484 · Registered investment adviser · Sep 30, 2026
|
44,500 | ||
| 24 |
Bramshill Investments, LLC
13F
CIK 1619899 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
44,174 | ||
| 25 |
WEDBUSH SECURITIES INC
13F
CIK 1142495 · Registered investment adviser · Sep 30, 2026
|
43,751 | ||
| 26 |
COMMONWEALTH EQUITY SERVICES, LLC
13F
CIK 312272 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
43,552 | ||
| 27 |
LoCorr Spectrum Income Fund
Fund
S000043632 · Registered fund · Jun 30, 2026
LoCorr Investment Trust, not summed
|
40,947 | ||
| 28 |
Crumly & Associates Inc.
13F
CIK 1759578 · Registered investment adviser · Sep 30, 2026
|
39,750 | ||
| 29 |
COURIER CAPITAL LLC
13F
CIK 1015247 · Registered investment adviser · Sep 30, 2026
|
37,201 | ||
| 30 |
CHOREO, LLC
13F
CIK 1679031 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
34,866 | ||
| 31 |
Integrated Wealth Concepts LLC
13F
CIK 1737109 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
28,135 | ||
| 32 |
TRUIST FINANCIAL CORP
13F
CIK 92230 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
|
27,858 | ||
| 33 |
XTX Topco Ltd
13F
CIK 1828301 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
26,734 | ||
| 34 |
Chicago Partners Investment Group LLC
13F
CIK 1563525 · Registered investment adviser · Sep 30, 2026
|
26,490 | ||
| 35 |
Cetera Investment Advisers
13F
CIK 1666741 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
25,356 | ||
| 36 |
STIFEL FINANCIAL CORP
13F
CIK 720672 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
23,933 | ||
| 37 |
HB Wealth Management, LLC
13F
CIK 1911253 · Registered investment adviser · Sep 30, 2026
|
21,342 | ||
| 38 |
FIRST TRUST ADVISORS LP
13F
CIK 1125816 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,420 | ||
| 38.1 |
First Trust Income Opportunities ETF
Fund
S000053967 · Registered fund · Aug 31, 2026
First Trust Exchange-Traded Fund VIII, not summed
|
20,420 | ||
| 39 |
Mathes Company, Inc.
13F
CIK 1389223 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
20,000 | ||
| 40 |
RIVERNORTH CAPITAL MANAGEMENT, LLC
13F
CIK 1447578 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
19,996 | ||
| 41 |
Fortitude Advisory Group L.L.C.
13F
CIK 1928999 · Registered investment adviser · Sep 30, 2026
|
18,008 | ||
| 42 |
Baird Financial Group, Inc.
13F
CIK 1648711 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,728 | ||
| 43 |
HRT FINANCIAL LP
13F
CIK 1475597 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
16,589 | ||
| 44 |
CITADEL ADVISORS LLC
13F
CIK 1423053 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,682 | ||
| 45 |
Advisors Asset Management, Inc.
13F
CIK 1297376 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,417 | ||
| 46 |
NORTHEAST PLANNING ASSOCIATES, INC. / NH /
13F
CIK 1914515 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
15,410 | ||
| 47 |
Cambridge Investment Research Advisors, Inc.
13F
CIK 1419186 · Unknown · Jun 30, 2026
carried, not yet filed for the newest quarter
|
14,223 | ||
| 48 |
BlackRock, Inc.
13F
CIK 2012383 · Holding company · Jun 30, 2026
carried, not yet filed for the newest quarter
|
13,132 | ||
| 49 |
NWF Advisory Services Inc.
13F
CIK 2045735 · Registered investment adviser · Sep 30, 2026
|
12,330 | ||
| 50 |
ALEXANDER LABRUNERIE & CO., INC.
13F
CIK 2024333 · Registered investment adviser · Jun 30, 2026
carried, not yet filed for the newest quarter
|
12,047 |
Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.
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