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PAXS · PIMCO Access Income Fund · Shareholders & Ownership

Track PAXS — free
$12.87 +0.05 (+0.40%)
Market Cap
$604.49M
Shares
47.15M
Volume · Oct 28 188.92K Avg daily vol (3M) 263.79K

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 positions

No 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
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
UBS Group AG
13F CIK 1610520 · Bank · Jun 30, 2026
carried, not yet filed for the newest quarter
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.

Showing 1–50 of 63 holders

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Key facts CIK 1886878 CUSIP 72203T100 13F (30d) 12 filings 12 filers Visit website