Pimco Income Strategy Fund (PFL)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Shaker Financial Services, LLC

INCREASED

Shares548,253 from 295,080

Change+253,173 (+86%)

Value$3.8M (+$1.5M)

Filed 2026-10-14

Independent Financial Group, LLC

DECREASED

Shares466,636 from 524,739

Change-58,103 (-11%)

Value$3.2M (-$915.2K)

Filed 2026-10-13

GraniteShares Advisors LLC

INCREASED

Shares340,656 from 335,388

Change+5,268 (+2%)

Value$2.4M (-$292.3K)

Filed 2026-10-29

Commonwealth Equity Services, LLC

INCREASED

Shares279,307 from 180,611

Change+98,696 (+55%)

Value$1.9M (+$504.0K)

Filed 2026-11-02

Hohimer Wealth Management, LLC

DECREASED

Shares201,126 from 390,256

Change-189,130 (-48%)

Value$1.4M (-$1.7M)

Filed 2026-11-04

Lido Advisors, LLC

DECREASED

Shares114,935 from 123,883

Change-8,948 (-7%)

Value$1.2M (-$162.7K)

Filed 2026-11-04

Truist Financial Corp

DECREASED

Shares90,179 from 93,980

Change-3,801 (-4%)

Value$622.2K (-$118.3K)

Filed 2026-10-30

Cambridge Investment Research Advisors, Inc.

INCREASED

Shares85,375 from 82,172

Change+3,203 (+4%)

Value$589 (-$647.4K)

Filed 2026-11-02

Cypress Capital Group

INCREASED

Shares72,813 from 58,213

Change+14,600 (+25%)

Value$502.4K (+$43.7K)

Filed 2026-11-03

J.W. Cole Advisors, Inc.

DECREASED

Shares54,228 from 54,677

Change-449 (-1%)

Value$374.2K (-$56.7K)

Filed 2026-11-05

StoneX Group Inc.

INCREASED

Shares49,038 from 36,389

Change+12,649 (+35%)

Value$342.2K (+$52.9K)

Filed 2026-11-03

Kestra Advisory Services, LLC

DECREASED

Shares45,819 from 46,173

Change-354 (-1%)

Value$319.9K (-$47.7K)

Filed 2026-11-02

TD Waterhouse Canada Inc.

INCREASED

Shares43,665 from 41,665

Change+2,000 (+5%)

Value$301.6K (-$27.4K)

Filed 2026-10-16

D.A. Davidson & Co.

INCREASED

Shares42,847 from 36,233

Change+6,614 (+18%)

Value$295.6K (+$10.1K)

Filed 2026-10-28

Fortitude Advisory Group L.L.C.

INCREASED

Shares40,072 from 26,745

Change+13,327 (+50%)

Value$276.5K (+$65.7K)

Filed 2026-10-15

Noble Wealth Management PBC

DECREASED

Shares37,462 from 38,262

Change-800 (-2%)

Value$258.5K (-$43.0K)

Filed 2026-10-01

Elm3 Financial Group, LLC

DECREASED

Shares19,252 from 22,527

Change-3,275 (-15%)

Value$132.8K (-$44.7K)

Filed 2026-10-07

Bensler, LLC

UNCHANGED

Shares17,530 from 17,530

Change0 (0%)

Value$121.0K (-$17.2K)

Filed 2026-11-05

Armor Investment Advisors, LLC

DECREASED

Shares16,878 from 18,524

Change-1,646 (-9%)

Value$116.5K (-$29.5K)

Filed 2026-10-27

Creative Planning

NEW

Shares13,128

Change+13,128

Value$90.6K

Filed 2026-11-02

Integrity Alliance, Llc.

DECREASED

Shares12,808 from 13,477

Change-669 (-5%)

Value$88.4K (-$17.8K)

Filed 2026-10-29

Sowell Financial Services LLC

DECREASED

Shares12,489 from 16,641

Change-4,152 (-25%)

Value$86.2K (-$45.0K)

Filed 2026-10-23

Apollon Wealth Management, LLC

UNCHANGED

Shares11,200 from 11,200

Change0 (0%)

Value$77.3K (-$11.0K)

Filed 2026-10-23

CoreCap Advisors, LLC

DECREASED

Shares11,008 from 12,345

Change-1,337 (-11%)

Value$76.0K (-$21.3K)

Filed 2026-10-08

Sprinkle Financial Consultants LLC

UNCHANGED

Shares10,000 from 10,000

Change0 (0%)

Value$69.0K (-$9.8K)

Filed 2026-10-09

Highline Wealth Partners LLC

INCREASED

Shares4,454 from 4,370

Change+84 (+2%)

Value$30.7K (-$3.7K)

Filed 2026-10-19

Assetmark, Inc

INCREASED

Shares1,750 from 1,100

Change+650 (+59%)

Value$12.1K (+$3.4K)

Filed 2026-10-21

Costello Asset Management, Inc

INCREASED

Shares1,278 from 1,239

Change+39 (+3%)

Value$8.8K (-$942)

Filed 2026-10-30

Fifth Third Bancorp

UNCHANGED

Shares730 from 730

Change0 (0%)

Value$5.0K (-$715)

Filed 2026-11-05

FNY Investment Advisers, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$3 ($0)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares149 from 144

Change+5 (+3%)

Value$1.0K (-$109)

Filed 2026-10-08

Imc-Chicago, LLC

CLOSED

Shares0 from 31,932

Change-31,932 (-100%)

Value$0 (-$251.6K)

Filed 2026-11-05

Barclays PLC

CLOSED

Shares0 from 8,000

Change-8,000 (-100%)

Value$0 (-$63.0K)

Filed 2026-11-06

International Assets Investment Management, LLC

CLOSED

Shares0 from 3,671

Change-3,671 (-100%)

Value$0 (-$29.0K)

Filed 2026-11-02

Ameriprise Financial Inc

N/A

Shares— from 886,431

Change-886,431 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 880,069

Change-880,069 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 594,857

Change-594,857 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 432,726

Change-432,726 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 348,669

Change-348,669 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 281,194

Change-281,194 (-100%)

Value—

Centaurus Financial, Inc.

N/A

Shares— from 257,011

Change-257,011 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 254,097

Change-254,097 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 246,959

Change-246,959 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 224,184

Change-224,184 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 204,405

Change-204,405 (-100%)

Value—

Pinnacle Financial Partners, Inc.

N/A

Shares— from 140,301

Change-140,301 (-100%)

Value—

Horizon Kinetics Asset Management LLC

N/A

Shares— from 93,252

Change-93,252 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 70,753

Change-70,753 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 65,719

Change-65,719 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 62,209

Change-62,209 (-100%)

Value—

UBS Group AG

N/A

Shares— from 60,248

Change-60,248 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 60,134

Change-60,134 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 52,118

Change-52,118 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 48,510

Change-48,510 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 43,345

Change-43,345 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 42,564

Change-42,564 (-100%)

Value—

Silver OAK Securities, Incorporated

N/A

Shares— from 41,333

Change-41,333 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 27,079

Change-27,079 (-100%)

Value—

Shufro Rose & Co LLC

N/A

Shares— from 24,100

Change-24,100 (-100%)

Value—

PFG Investments, LLC

N/A

Shares— from 23,500

Change-23,500 (-100%)

Value—

Beacon Pointe Advisors, LLC

N/A

Shares— from 21,344

Change-21,344 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 19,764

Change-19,764 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 17,940

Change-17,940 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 17,113

Change-17,113 (-100%)

Value—

Element Wealth, LLC

N/A

Shares— from 15,859

Change-15,859 (-100%)

Value—

Foundations Investment Advisors, LLC

N/A

Shares— from 15,203

Change-15,203 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 15,183

Change-15,183 (-100%)

Value—

Tudor Financial Inc.

N/A

Shares— from 14,708

Change-14,708 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 14,170

Change-14,170 (-100%)

Value—

Western Wealth Management, LLC

N/A

Shares— from 14,035

Change-14,035 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 13,230

Change-13,230 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 12,455

Change-12,455 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 12,000

Change-12,000 (-100%)

Value—

Alpine Global Management, LLC

N/A

Shares— from 11,975

Change-11,975 (-100%)

Value—

Scotia Capital Inc.

N/A

Shares— from 11,574

Change-11,574 (-100%)

Value—

Centennial Bank

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 8,939

Change-8,939 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 4,100

Change-4,100 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 3,117

Change-3,117 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 1,652

Change-1,652 (-100%)

Value—

Strategic Wealth Partners, Ltd.

N/A

Shares— from 1,449

Change-1,449 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 178

Change-178 (-100%)

Value—

	Status
Shaker Financial Services, LLC	INCREASED	548,253	295,080	+253,173	+86%	$2.3M	$3.8M	+$1.5M	2026-10-14
Independent Financial Group, LLC	DECREASED	466,636	524,739	-58,103	-11%	$4.1M	$3.2M	-$915.2K	2026-10-13
GraniteShares Advisors LLC	INCREASED	340,656	335,388	+5,268	+2%	$2.6M	$2.4M	-$292.3K	2026-10-29
Commonwealth Equity Services, LLC	INCREASED	279,307	180,611	+98,696	+55%	$1.4M	$1.9M	+$504.0K	2026-11-02
Hohimer Wealth Management, LLC	DECREASED	201,126	390,256	-189,130	-48%	$3.1M	$1.4M	-$1.7M	2026-11-04
Lido Advisors, LLC	DECREASED	114,935	123,883	-8,948	-7%	$1.3M	$1.2M	-$162.7K	2026-11-04
Truist Financial Corp	DECREASED	90,179	93,980	-3,801	-4%	$740.6K	$622.2K	-$118.3K	2026-10-30
Cambridge Investment Research Advisors, Inc.	INCREASED	85,375	82,172	+3,203	+4%	$648.0K	$589	-$647.4K	2026-11-02
Cypress Capital Group	INCREASED	72,813	58,213	+14,600	+25%	$458.7K	$502.4K	+$43.7K	2026-11-03
J.W. Cole Advisors, Inc.	DECREASED	54,228	54,677	-449	-1%	$430.9K	$374.2K	-$56.7K	2026-11-05
StoneX Group Inc.	INCREASED	49,038	36,389	+12,649	+35%	$289.3K	$342.2K	+$52.9K	2026-11-03
Kestra Advisory Services, LLC	DECREASED	45,819	46,173	-354	-1%	$367.6K	$319.9K	-$47.7K	2026-11-02
TD Waterhouse Canada Inc.	INCREASED	43,665	41,665	+2,000	+5%	$328.9K	$301.6K	-$27.4K	2026-10-16
D.A. Davidson & Co.	INCREASED	42,847	36,233	+6,614	+18%	$285.5K	$295.6K	+$10.1K	2026-10-28
Fortitude Advisory Group L.L.C.	INCREASED	40,072	26,745	+13,327	+50%	$210.8K	$276.5K	+$65.7K	2026-10-15
Noble Wealth Management PBC	DECREASED	37,462	38,262	-800	-2%	$301.5K	$258.5K	-$43.0K	2026-10-01
Elm3 Financial Group, LLC	DECREASED	19,252	22,527	-3,275	-15%	$177.5K	$132.8K	-$44.7K	2026-10-07
Bensler, LLC	UNCHANGED	17,530	17,530	0	0%	$138.1K	$121.0K	-$17.2K	2026-11-05
Armor Investment Advisors, LLC	DECREASED	16,878	18,524	-1,646	-9%	$146.0K	$116.5K	-$29.5K	2026-10-27
Creative Planning	NEW	13,128	—	+13,128	—	—	$90.6K	—	2026-11-02
Integrity Alliance, Llc.	DECREASED	12,808	13,477	-669	-5%	$106.2K	$88.4K	-$17.8K	2026-10-29
Sowell Financial Services LLC	DECREASED	12,489	16,641	-4,152	-25%	$131.1K	$86.2K	-$45.0K	2026-10-23
Apollon Wealth Management, LLC	UNCHANGED	11,200	11,200	0	0%	$88.3K	$77.3K	-$11.0K	2026-10-23
CoreCap Advisors, LLC	DECREASED	11,008	12,345	-1,337	-11%	$97.3K	$76.0K	-$21.3K	2026-10-08
Sprinkle Financial Consultants LLC	UNCHANGED	10,000	10,000	0	0%	$78.8K	$69.0K	-$9.8K	2026-10-09
Highline Wealth Partners LLC	INCREASED	4,454	4,370	+84	+2%	$34.4K	$30.7K	-$3.7K	2026-10-19
Assetmark, Inc	INCREASED	1,750	1,100	+650	+59%	$8.7K	$12.1K	+$3.4K	2026-10-21
Costello Asset Management, Inc	INCREASED	1,278	1,239	+39	+3%	$9.8K	$8.8K	-$942	2026-10-30
Fifth Third Bancorp	UNCHANGED	730	730	0	0%	$5.8K	$5.0K	-$715	2026-11-05
FNY Investment Advisers, LLC	UNCHANGED	500	500	0	0%	$3	$3	$0	2026-10-16
Farther Finance Advisors, LLC	INCREASED	149	144	+5	+3%	$1.1K	$1.0K	-$109	2026-10-08
Imc-Chicago, LLC	CLOSED	0	31,932	-31,932	-100%	$251.6K	$0	-$251.6K	2026-11-05
Barclays PLC	CLOSED	0	8,000	-8,000	-100%	$63.0K	$0	-$63.0K	2026-11-06
International Assets Investment Management, LLC	CLOSED	0	3,671	-3,671	-100%	$29.0K	$0	-$29.0K	2026-11-02
Ameriprise Financial Inc	N/A	—	886,431	-886,431	-100%	$7.0M	—	—	—
Guggenheim Capital LLC	N/A	—	880,069	-880,069	-100%	$6.9M	—	—	—
Morgan Stanley	N/A	—	594,857	-594,857	-100%	$4.7M	—	—	—
LPL Financial LLC	N/A	—	432,726	-432,726	-100%	$3.4M	—	—	—
Invesco Ltd.	N/A	—	348,669	-348,669	-100%	$2.7M	—	—	—
Stifel Financial Corp	N/A	—	281,194	-281,194	-100%	$2.2M	—	—	—
Centaurus Financial, Inc.	N/A	—	257,011	-257,011	-100%	$2.0M	—	—	—
Cetera Investment Advisers	N/A	—	254,097	-254,097	-100%	$2.0M	—	—	—
Royal Bank of Canada	N/A	—	246,959	-246,959	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	224,184	-224,184	-100%	$1.8M	—	—	—
Bank of America Corp	N/A	—	204,405	-204,405	-100%	$1.6M	—	—	—
Pinnacle Financial Partners, Inc.	N/A	—	140,301	-140,301	-100%	$1.1M	—	—	—
Horizon Kinetics Asset Management LLC	N/A	—	93,252	-93,252	-100%	$734.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	70,753	-70,753	-100%	$557.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	65,719	-65,719	-100%	$517.9K	—	—	—
Raymond James Financial Inc	N/A	—	62,209	-62,209	-100%	$490.2K	—	—	—
UBS Group AG	N/A	—	60,248	-60,248	-100%	$474.8K	—	—	—
Wells Fargo & Company	N/A	—	60,134	-60,134	-100%	$473.9K	—	—	—
Jane Street Group, LLC	N/A	—	52,118	-52,118	-100%	$410.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	48,510	-48,510	-100%	$382.0K	—	—	—
Sanctuary Advisors, LLC	N/A	—	43,345	-43,345	-100%	$341.6K	—	—	—
Citadel Advisors LLC	N/A	—	42,564	-42,564	-100%	$335.4K	—	—	—
Silver OAK Securities, Incorporated	N/A	—	41,333	-41,333	-100%	$325.7K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	27,079	-27,079	-100%	$213.4K	—	—	—
Shufro Rose & Co LLC	N/A	—	24,100	-24,100	-100%	$189.9K	—	—	—
PFG Investments, LLC	N/A	—	23,500	-23,500	-100%	$185.2K	—	—	—
Beacon Pointe Advisors, LLC	N/A	—	21,344	-21,344	-100%	$168.2K	—	—	—
BlackRock, Inc.	N/A	—	19,764	-19,764	-100%	$155.7K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	17,940	-17,940	-100%	$141.4K	—	—	—
National Bank of Canada	N/A	—	17,113	-17,113	-100%	$134.5K	—	—	—
Element Wealth, LLC	N/A	—	15,859	-15,859	-100%	$125.0K	—	—	—
Foundations Investment Advisors, LLC	N/A	—	15,203	-15,203	-100%	$119.8K	—	—	—
Focus Partners Wealth	N/A	—	15,183	-15,183	-100%	$119.6K	—	—	—
Tudor Financial Inc.	N/A	—	14,708	-14,708	-100%	$115.9K	—	—	—
XTX Topco Ltd	N/A	—	14,170	-14,170	-100%	$111.7K	—	—	—
Western Wealth Management, LLC	N/A	—	14,035	-14,035	-100%	$110.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	13,230	-13,230	-100%	$104.3K	—	—	—
HRT Financial LP	N/A	—	12,455	-12,455	-100%	$98.0K	—	—	—
Nomura Holdings Inc	N/A	—	12,000	-12,000	-100%	$94.6K	—	—	—
Alpine Global Management, LLC	N/A	—	11,975	-11,975	-100%	$94.4K	—	—	—
Scotia Capital Inc.	N/A	—	11,574	-11,574	-100%	$91.2K	—	—	—
Centennial Bank	N/A	—	10,000	-10,000	-100%	$78.8K	—	—	—
Ameriflex Group, Inc.	N/A	—	8,939	-8,939	-100%	$70.4K	—	—	—
Allworth Financial LP	N/A	—	4,100	-4,100	-100%	$32.3K	—	—	—
JPMorgan Chase & Co	N/A	—	3,117	-3,117	-100%	$24.3K	—	—	—
BNP Paribas Financial Markets	N/A	—	1,652	-1,652	-100%	$13.0K	—	—	—
Strategic Wealth Partners, Ltd.	N/A	—	1,449	-1,449	-100%	$11.4K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	178	-178	-100%	$1.4K	—	—	—

Showing 82 of 82 institutions