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Equibles

PFL

Pimco Income Strategy Fund

Company with tickers: PFL

CIK
1244183
CUSIP
72201H108
Shares Outstanding
49,730,474
13F Activity (30d)
54 filings 47 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: 87
Total Value: $64,381,432
Total Shares: 8,047,679

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 87 13F filers · Δ vs Dec 31, 2025
Top Holder
11.9%
Jun 2023 → Mar 2026 · range 10.0% – 23.4%
−0.8 pts
Top 5
41.4%
Jun 2023 → Mar 2026 · range 36.9% – 48.5%
−1.3 pts
Top 10
62.9%
Jun 2023 → Mar 2026 · range 58.3% – 68.9%
+0.0 pts
HHI
526
Jun 2023 → Mar 2026 · range 463 – 836
Broadly held −12

Quarterly Activity

vs Dec 31, 2025
New
13
Increased
32
Decreased
19
Sold Out
4
Unchanged
23
Holder count: +9
Institutional value: -1.6%
Shares held: +3.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Small HOHIMER WEALTH MANAGEMENT, LLC +178,297 435,267
Mega AMERIPRISE FINANCIAL INC +85,589 805,007
Large Cetera Investment Advisers +41,040 214,507
Mega MORGAN STANLEY +35,174 589,039
Mega ROYAL BANK OF CANADA +32,669 235,475

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Mega LPL Financial LLC −77,843 419,885
Large COMMONWEALTH EQUITY SERVICES, LLC −55,176 197,799
Small GraniteShares Advisors LLC −33,364 291,488
Large GUGGENHEIM CAPITAL LLC −28,027 955,029
Small StoneX Group Inc. −20,020 19,878

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Micro Navis Wealth Advisors, LLC 68,651 $549,208
Small Shaker Financial Services, LLC 43,231 $345,848
Micro Integrity Advisory Solutions, LLC 10,803 $86,424
Mid Shay Capital LLC 10,100 $80,800
Micro Sprinkle Financial Consultants LLC 10,000 $80,000

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mid J.W. COLE ADVISORS, INC. 52,462 $442,254
Small TWO SIGMA SECURITIES, LLC 23,539 $198,433
Large COMERICA BANK 730 $6,153
Mid Tower Research Capital LLC (TRC) 595 $5,015
Filter: New 13 Increased 32 Reduced 19 Sold out 4 Unchanged 23
Showing 87 of 87
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large GUGGENHEIM CAPITAL LLC $7,640,232 11.87% 955,029
Mega AMERIPRISE FINANCIAL INC $6,440,056 10.00% 805,007
Mega MORGAN STANLEY $4,712,312 7.32% 589,039
Mid INDEPENDENT FINANCIAL GROUP, LLC $4,401,240 6.84% 550,155
Small HOHIMER WEALTH MANAGEMENT, LLC $3,482,136 5.41% 435,267
Mega LPL Financial LLC $3,359,080 5.22% 419,885
Mega WELLS FARGO & COMPANY/MN $3,294,784 5.12% 411,848
Mega Invesco Ltd. $2,651,528 4.12% 331,441
Small GraniteShares Advisors LLC $2,331,904 3.62% 291,488
Large STIFEL FINANCIAL CORP $2,207,360 3.43% 275,920
Small CENTAURUS FINANCIAL, INC. $2,035,040 3.16% 254,380
Mega ROYAL BANK OF CANADA Bank $1,883,800 2.93% 235,475
Large OSAIC HOLDINGS, INC. $1,877,168 2.92% 234,646
Large Cetera Investment Advisers $1,716,056 2.67% 214,507
Mega BANK OF AMERICA CORP /DE/ Bank $1,641,512 2.55% 205,189
Large COMMONWEALTH EQUITY SERVICES, LLC $1,582,392 2.46% 197,799
Mid Pinnacle Financial Partners, Inc. $1,127,648 1.75% 140,956
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $746,016 1.16% 93,252
Large TRUIST FINANCIAL CORP $739,296 1.15% 92,412
Large Cambridge Investment Research Advisors, Inc. $706,128 1.10% 88,266
Large NewEdge Advisors, LLC $637,200 0.99% 79,650
Micro Navis Wealth Advisors, LLC $549,208 0.85% 68,651
Mega RAYMOND JAMES FINANCIAL INC $474,952 0.74% 59,369
Small Cypress Capital Group $465,704 0.72% 58,213
Large Kestra Advisory Services, LLC $430,032 0.67% 53,754
Mid Geneos Wealth Management Inc. $423,648 0.66% 52,956
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $370,744 0.58% 46,343
Large Janney Montgomery Scott LLC $362,872 0.56% 45,359
Small Shaker Financial Services, LLC $345,848 0.54% 43,231
Mid Sanctuary Advisors, LLC $336,616 0.52% 42,077
Mega JANE STREET GROUP, LLC $306,520 0.48% 38,315
Small Noble Wealth Management PBC $306,096 0.48% 38,262
Mid D.A. DAVIDSON & CO. $286,056 0.44% 35,757
Micro Elm3 Financial Group, LLC $207,080 0.32% 25,885
Mid Stratos Wealth Partners, LTD. $201,192 0.31% 25,149
Large TD Waterhouse Canada Inc. $198,280 0.31% 24,785
Small SHUFRO ROSE & CO LLC $192,800 0.30% 24,100
Mid PFG Investments, LLC $188,000 0.29% 23,500
Micro Armor Investment Advisors, LLC $173,888 0.27% 21,736
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $171,248 0.27% 21,406
Mid Beacon Pointe Advisors, LLC $167,672 0.26% 20,959
Small Fortitude Advisory Group L.L.C. $163,776 0.25% 20,472
Small StoneX Group Inc. $159,024 0.25% 19,878
Mega BlackRock, Inc. $158,112 0.25% 19,764
Mid Kingsview Wealth Management, LLC $151,608 0.24% 18,951
Large Lido Advisors, LLC $150,520 0.23% 18,815
Mega UBS Group AG $137,120 0.21% 17,140
Large NATIONAL BANK OF CANADA /FI/ Bank $136,904 0.21% 17,113
Mid Western Wealth Management, LLC $134,304 0.21% 16,788
Mid Sowell Financial Services LLC $133,128 0.21% 16,641
Micro Element Wealth, LLC $122,800 0.19% 15,350
Large Focus Partners Wealth $120,760 0.19% 15,095
Micro Tudor Financial Inc. $117,664 0.18% 14,708
Small INTEGRITY ALLIANCE, LLC. $114,616 0.18% 14,327
Mega ENVESTNET ASSET MANAGEMENT INC $93,936 0.15% 11,742
Large SCOTIA CAPITAL INC. $92,592 0.14% 11,574
Large Mariner, LLC $91,008 0.14% 11,376
Mid Apollon Wealth Management, LLC $89,600 0.14% 11,200
Micro Integrity Advisory Solutions, LLC $86,424 0.13% 10,803
Small Semus Wealth Partners LLC $81,192 0.13% 10,149
Mid Shay Capital LLC $80,800 0.13% 10,100
Micro Sprinkle Financial Consultants LLC $80,000 0.12% 10,000
Small AMERIFLEX GROUP, INC. $71,512 0.11% 8,939
Small CoreCap Advisors, LLC $66,760 0.10% 8,345
Mega BARCLAYS PLC $64,000 0.10% 8,000
Small Anfield Capital Management, LLC $53,352 0.08% 6,669
Micro Clear Point Advisors Inc. $45,136 0.07% 5,642
Small HIGHLINE WEALTH PARTNERS LLC $34,000 0.05% 4,250
Mid Allworth Financial LP $32,800 0.05% 4,100
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $28,488 0.04% 3,561
Small Ascentis Independent Advisors $20,000 0.03% 2,500
Small Caldwell Trust Co Bank $12,000 0.02% 1,500
Small Strategic Wealth Partners, Ltd. $11,592 0.02% 1,449
Mega BNP PARIBAS ARBITRAGE, SA $11,472 0.02% 1,434
Small Costello Asset Management, INC $9,616 0.01% 1,202
Large ASSETMARK, INC $8,800 0.01% 1,100
Micro Financial Freedom, LLC $7,432 0.01% 929
Large FIFTH THIRD BANCORP Bank $5,840 0.01% 730
Mid Advisory Services Network, LLC $5,184 0.01% 648
Large JONES FINANCIAL COMPANIES LLLP $5,080 0.01% 635
Small AdvisorNet Financial, Inc $4,080 0.01% 510
Mid GHP Investment Advisors, Inc. $4,000 0.01% 500
Small FNY Investment Advisers, LLC $4,000 0.01% 500
Small Key Financial Inc $3,904 0.01% 488
Micro Osbon Capital Management LLC $2,608 0.00% 326
Large Rockefeller Capital Management L.P. $1,424 0.00% 178
Mid Farther Finance Advisors, LLC $1,120 0.00% 140

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