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Equibles

PHK

Pimco High Income Fund

Company with tickers: PHK

CIK
1219360
CUSIP
722014107
Shares Outstanding
186,466,680
13F Activity (30d)
50 filings 44 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: 131
Total Value: $99,859,184
Total Shares: 21,567,871
Showing 1–100 of 131 holdings by value · page 1 of 2

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 131 13F filers · Δ vs Dec 31, 2025
Top Holder
11.4%
Jun 2023 → Mar 2026 · range 9.1% – 27.1%
+2.3 pts
Top 5
35.2%
Jun 2023 → Mar 2026 · range 34.8% – 54.1%
+0.4 pts
Top 10
60.1%
Jun 2023 → Mar 2026 · range 59.5% – 74.7%
+0.6 pts
HHI
449
Jun 2023 → Mar 2026 · range 431 – 990
Broadly held+18

Quarterly Activity

vs Dec 31, 2025
New
20
Increased
36
Decreased
32
Sold Out
16
Unchanged
43
Holder count: +4
Institutional value: -3.6%
Shares held: +1.2%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Mega LPL Financial LLC +528,561 2,465,679
Mid Orion Porfolio Solutions, LLC +164,103 1,322,308
Large Cetera Investment Advisers +60,403 941,248
Micro Elm3 Financial Group, LLC +49,977 259,069
Mega BANK OF AMERICA CORP /DE/ +48,233 1,247,814

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Large OSAIC HOLDINGS, INC. −374,893 1,286,879
Large GUGGENHEIM CAPITAL LLC −238,594 1,072,149
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC −141,813 447,813
Large Kestra Advisory Services, LLC −88,281 307,536
Small GraniteShares Advisors LLC −57,779 504,811

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Small Shaker Financial Services, LLC 238,025 $1,102,055
Small Legend Capital Advisors LLC 113,678 $526,329
Mid Western Wealth Management, LLC 108,255 $501,220
Micro New England Private Wealth Advisors LLC 44,347 $205,326
Mid Virtu Financial LLC 42,384 $196,237

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Small Nilsine Partners, LLC 171,108 $831,584
Small TrueMark Investments, LLC 79,784 $387,750
Small Founders Financial Alliance, LLC 73,759 $358,468
Micro Presper Financial Architects, LLC 72,543 $352,558
Mid J.W. COLE ADVISORS, INC. 55,391 $269,200
Filter: New 20 Increased 36 Reduced 32 Sold out 16 Unchanged 43
Showing 100 of 131
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega LPL Financial LLC $11,416,093 11.43% 2,465,679
Mid Orion Porfolio Solutions, LLC $6,122,286 6.13% 1,322,308
Large OSAIC HOLDINGS, INC. $5,958,249 5.97% 1,286,879
Mega UBS Group AG $5,861,315 5.87% 1,265,943
Mega Invesco Ltd. $5,781,105 5.79% 1,248,619
Mega BANK OF AMERICA CORP /DE/ Bank $5,777,378 5.79% 1,247,814
Large COHEN & STEERS, INC. $5,496,013 5.50% 1,187,044
Large GUGGENHEIM CAPITAL LLC $4,964,049 4.97% 1,072,149
Large Cetera Investment Advisers $4,357,978 4.36% 941,248
Mega ENVESTNET ASSET MANAGEMENT INC $4,290,968 4.30% 926,775
Mega MORGAN STANLEY $3,941,106 3.95% 851,211
Small GraniteShares Advisors LLC $2,337,274 2.34% 504,811
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $2,073,374 2.08% 447,813
Large Cambridge Investment Research Advisors, Inc. $1,741,616 1.74% 376,159
Mid PARK AVENUE SECURITIES LLC Broker-Dealer $1,635,112 1.64% 353,156
Mid PRINCIPAL SECURITIES, INC. Broker-Dealer $1,619,865 1.62% 349,863
Large Kestra Advisory Services, LLC $1,423,891 1.43% 307,536
Large COMMONWEALTH EQUITY SERVICES, LLC $1,327,032 1.33% 286,616
Small Marks Group Wealth Management, Inc $1,210,467 1.21% 261,440
Micro Elm3 Financial Group, LLC $1,199,489 1.20% 259,069
Small Shaker Financial Services, LLC $1,102,055 1.10% 238,025
Mega RAYMOND JAMES FINANCIAL INC $956,085 0.96% 206,498
Micro Whipplewood Advisors, LLC $953,141 0.95% 205,862
Mega WELLS FARGO & COMPANY/MN $860,124 0.86% 185,772
Mid Apollon Wealth Management, LLC $802,337 0.80% 173,291
Large Baird Financial Group, Inc. $798,716 0.80% 172,509
Mega JANE STREET GROUP, LLC $658,695 0.66% 142,267
Mega ROYAL BANK OF CANADA Bank $641,763 0.64% 138,610
Large Rathbones Group PLC $608,382 0.61% 131,400
Micro Creekside Partners $606,923 0.61% 131,085
Micro Future Financial Wealth Managment LLC $591,496 0.59% 127,753
Mid Sanctuary Advisors, LLC $588,537 0.59% 127,114
Mid BENJAMIN EDWARDS INC $578,578 0.58% 124,963
Small Legend Capital Advisors LLC $526,329 0.53% 113,678
Mid Western Wealth Management, LLC $501,220 0.50% 108,255
Large NewEdge Advisors, LLC $481,520 0.48% 104,000
Large Thrivent Financial for Lutherans $476,889 0.48% 103,000
Small Rayburn West Financial Services LLC $458,833 0.46% 99,100
Small Noble Wealth Management PBC $404,888 0.41% 87,449
Micro INTEGRATED CAPITAL MANAGEMENT, INC. $390,503 0.39% 84,342
Mid Kingsview Wealth Management, LLC $389,929 0.39% 84,218
Small Indivisible Partners $384,137 0.38% 82,967
Mid PFG Investments, LLC $365,080 0.37% 78,851
Large MML INVESTORS SERVICES, LLC $298,283 0.30% 64,424
Small Capital Investment Advisory Services, LLC $295,857 0.30% 63,900
Small LAUREL OAK WEALTH MANAGEMENT, LLC $256,668 0.26% 55,436
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $238,875 0.24% 51,593
Mid MGO ONE SEVEN LLC $237,796 0.24% 51,360
Micro New England Private Wealth Advisors LLC $205,326 0.21% 44,347
Mid Virtu Financial LLC $196,237 0.20% 42,384
Large STIFEL FINANCIAL CORP $191,922 0.19% 41,452
Mid INDEPENDENT FINANCIAL GROUP, LLC $173,356 0.17% 37,442
Mid Pinnacle Financial Partners, Inc. $163,878 0.16% 35,395
Mid RITHOLTZ WEALTH MANAGEMENT $159,735 0.16% 34,500
Large CWM, LLC $158,170 0.16% 34,162
Mega BlackRock, Inc. $156,318 0.16% 33,762
Mid Allworth Financial LP $156,197 0.16% 33,736
Large NOMURA HOLDINGS INC $140,289 0.14% 30,300
Small IAMS WEALTH MANAGEMENT, LLC $138,900 0.14% 30,000
Mid AE Wealth Management LLC $138,761 0.14% 29,970
Mid Independent Advisor Alliance $131,343 0.13% 28,368
Micro International Private Wealth Advisors LLC $130,820 0.13% 28,255
Large HighTower Advisors, LLC $118,240 0.12% 25,538
Mid Arkadios Wealth Advisors $116,948 0.12% 25,259
Mid Wealthcare Advisory Partners LLC $115,750 0.12% 25,000
Large HRT FINANCIAL LP $115,587 0.12% 24,965
Mid Moors & Cabot, Inc. $113,435 0.11% 24,500
Small Centric Wealth Management $110,842 0.11% 23,940
Mid Brookstone Capital Management $110,601 0.11% 23,888
Micro Valley Financial Group, Inc. $109,170 0.11% 23,579
Mid Atria Investments, Inc $106,235 0.11% 22,945
Small Tempus Wealth Planning, LLC $105,239 0.11% 22,730
Small 180 WEALTH ADVISORS, LLC $99,776 0.10% 21,550
Large CAPTRUST FINANCIAL ADVISORS $99,577 0.10% 21,507
Mid Stratos Wealth Partners, LTD. $98,382 0.10% 21,249
Mid Williams Jones Wealth Management, LLC. $98,341 0.10% 21,240
Small Ceeto Capital Group, LLC $92,600 0.09% 20,000
Small TWO SIGMA SECURITIES, LLC Broker-Dealer $88,108 0.09% 19,030
Mid BOOTHBAY FUND MANAGEMENT, LLC $87,386 0.09% 18,874
Micro Integrity Advisory Solutions, LLC $81,876 0.08% 17,684
Small STEINBERGANNA WEALTH MANAGEMENT $80,798 0.08% 17,451
Small Wagner Wealth Management, LLC $75,510 0.08% 16,309
Large SCOTIA CAPITAL INC. $73,385 0.07% 15,850
Mid B. Riley Wealth Advisors, Inc. $69,829 0.07% 15,082
Mid Spire Wealth Management $69,070 0.07% 14,918
Small INTEGRITY ALLIANCE, LLC. $68,408 0.07% 14,775
Micro Strategic Financial Partners, Ltd. $66,046 0.07% 14,265
Small Madison Wealth Partners, Inc $64,588 0.06% 13,950
Small KPP Advisory Services LLC $60,930 0.06% 13,160
Micro Boreal Capital Management LLC $60,875 0.06% 13,148
Mid Glenview Trust Co Bank $60,236 0.06% 13,010
Large Steward Partners Investment Advisory, LLC $59,055 0.06% 12,755
Mid Jump Financial, LLC $57,412 0.06% 12,400
Large CIBC WORLD MARKET INC. $54,309 0.05% 11,730
Small RMR Wealth Builders $53,763 0.05% 11,612
Small Anfield Capital Management, LLC $52,814 0.05% 11,407
Small KANE INVESTMENT MANAGEMENT, INC. $52,795 0.05% 11,403
Mega PRINCIPAL FINANCIAL GROUP INC $52,217 0.05% 11,278
Mid Bryn Mawr Trust Advisors, LLC $52,212 0.05% 11,277
Small Shulman DeMeo Asset Management LLC $50,036 0.05% 10,807

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