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PFL · Pimco Income Strategy Fund

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$7.69 -0.01 (-0.13%)
Market Cap
$382.92M
Shares
49.73M

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: 86
Total Value: $66,724,001
Total Shares: 8,360,614

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 87 13F filers
Top Holder
11.9%
Jun 2023 → Mar 2026 · range 11.2% – 21.1%
of institutional value
Top 5
41.4%
Jun 2023 → Mar 2026 · range 36.0% – 49.0%
of institutional value
Top 10
62.9%
Jun 2023 → Mar 2026 · range 58.2% – 68.9%
of institutional value
HHI
526
Jun 2023 → Mar 2026 · range 458 – 776
Broadly held
Showing 86 of 86
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Large GUGGENHEIM CAPITAL LLC $7,640,232 11.45% 955,029
Mega AMERIPRISE FINANCIAL INC $6,440,056 9.65% 805,007
Mega MORGAN STANLEY $4,712,312 7.06% 589,039
Mid INDEPENDENT FINANCIAL GROUP, LLC $4,134,943 6.20% 524,739
Small HOHIMER WEALTH MANAGEMENT, LLC $3,482,136 5.22% 435,267
Mega LPL Financial LLC $3,359,080 5.03% 419,885
Mega WELLS FARGO & COMPANY/MN $3,294,784 4.94% 411,848
Mega Invesco Ltd. $2,651,528 3.97% 331,441
Small GraniteShares Advisors LLC $2,331,904 3.49% 291,488
Small Shaker Financial Services, LLC $2,325,230 3.48% 295,080
Large STIFEL FINANCIAL CORP $2,207,360 3.31% 275,920
Small CENTAURUS FINANCIAL, INC. $2,035,040 3.05% 254,380
Mega ROYAL BANK OF CANADA Bank $1,883,800 2.82% 235,475
Large OSAIC HOLDINGS, INC. $1,877,168 2.81% 234,646
Large Cetera Investment Advisers $1,716,056 2.57% 214,507
Mega BANK OF AMERICA CORP /DE/ Bank $1,641,512 2.46% 205,189
Large COMMONWEALTH EQUITY SERVICES, LLC $1,582,392 2.37% 197,799
Mid Pinnacle Financial Partners, Inc. $1,127,648 1.69% 140,956
Mid HORIZON KINETICS ASSET MANAGEMENT LLC $746,016 1.12% 93,252
Large TRUIST FINANCIAL CORP $740,562 1.11% 93,980
Large Cambridge Investment Research Advisors, Inc. $647,515 0.97% 82,172
Large NewEdge Advisors, LLC $637,200 0.95% 79,650
Micro Navis Wealth Advisors, LLC $549,208 0.82% 68,651
Mega RAYMOND JAMES FINANCIAL INC $474,952 0.71% 59,369
Small Cypress Capital Group $465,704 0.70% 58,213
Mid J.W. COLE ADVISORS, INC. $430,854 0.65% 54,677
Mid Geneos Wealth Management Inc. $423,648 0.63% 52,956
Small SILVER OAK SECURITIES, INCORPORATED Broker-Dealer $370,744 0.56% 46,343
Large Kestra Advisory Services, LLC $363,843 0.55% 46,173
Large Janney Montgomery Scott LLC $362,872 0.54% 45,359
Mid Sanctuary Advisors, LLC $336,616 0.50% 42,077
Large TD Waterhouse Canada Inc. $328,320 0.49% 41,665
Mega JANE STREET GROUP, LLC $306,520 0.46% 38,315
Small Noble Wealth Management PBC $301,504 0.45% 38,262
Mid D.A. DAVIDSON & CO. $285,516 0.43% 36,233
Small Fortitude Advisory Group L.L.C. $210,750 0.32% 26,745
Micro Elm3 Financial Group, LLC $207,080 0.31% 25,885
Mid Stratos Wealth Partners, LTD. $201,192 0.30% 25,149
Small SHUFRO ROSE & CO LLC $192,800 0.29% 24,100
Mid PFG Investments, LLC $185,180 0.28% 23,500
Micro Armor Investment Advisors, LLC $173,888 0.26% 21,736
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $171,248 0.26% 21,406
Mid Beacon Pointe Advisors, LLC $167,672 0.25% 20,959
Small StoneX Group Inc. $159,024 0.24% 19,878
Mega BlackRock, Inc. $158,112 0.24% 19,764
Mid Kingsview Wealth Management, LLC $151,608 0.23% 18,951
Large Lido Advisors, LLC $150,520 0.23% 18,815
Small Bensler, LLC $138,136 0.21% 17,530
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 0.20% 16,788
Mid Sowell Financial Services LLC $131,131 0.20% 16,641
Micro Element Wealth, LLC $122,800 0.18% 15,350
Large Focus Partners Wealth $120,760 0.18% 15,095
Micro Tudor Financial Inc. $117,664 0.18% 14,708
Small INTEGRITY ALLIANCE, LLC. $114,616 0.17% 14,327
Mid CoreCap Advisors, LLC $97,278 0.15% 12,345
Mega ENVESTNET ASSET MANAGEMENT INC $93,936 0.14% 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 $88,256 0.13% 11,200
Micro Integrity Advisory Solutions, LLC $86,424 0.13% 10,803
Small Semus Wealth Partners LLC $81,192 0.12% 10,149
Mid Shay Capital LLC $80,800 0.12% 10,100
Micro Sprinkle Financial Consultants LLC $78,800 0.12% 10,000
Small AMERIFLEX GROUP, INC. $71,512 0.11% 8,939
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 $34,435 0.05% 4,370
Mid Allworth Financial LP $32,800 0.05% 4,100
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $28,927 0.04% 3,671
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 $9,763 0.01% 1,239
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 FNY Investment Advisers, LLC $3,940 0.01% 500
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 $1,134 0.00% 144
Key facts CIK 1244183 CUSIP 72201H108 13F (30d) 21 filings 21 filers

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