Pimco Access Income Fund (PAXS)

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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LPL Financial LLC

DECREASED

Shares152,936 from 155,507

Change-2,571 (-2%)

Value$2.0M (-$239.3K)

Filed 2026-11-06

Noble Wealth Management PBC

INCREASED

Shares147,286 from 125,967

Change+21,319 (+17%)

Value$1.9M (+$115.8K)

Filed 2026-10-01

Independent Financial Group, LLC

DECREASED

Shares44,500 from 44,732

Change-232 (-1%)

Value$588.7K (-$62.1K)

Filed 2026-10-13

Wedbush Securities Inc

DECREASED

Shares43,751 from 44,119

Change-368 (-1%)

Value$579 (-$641.4K)

Filed 2026-10-22

Crumly & Associates Inc.

UNCHANGED

Shares39,750 from 39,750

Change0 (0%)

Value$525.9K (-$52.5K)

Filed 2026-10-07

Courier Capital LLC

UNCHANGED

Shares37,201 from 37,201

Change0 (0%)

Value$492.2K (-$49.1K)

Filed 2026-10-19

Choreo, LLC

INCREASED

Shares34,995 from 34,866

Change+129 (+0%)

Value$464.9K (-$44.3K)

Filed 2026-10-28

Commonwealth Equity Services, LLC

DECREASED

Shares30,586 from 43,552

Change-12,966 (-30%)

Value$404.7K (-$229.0K)

Filed 2026-11-02

Chicago Partners Investment Group LLC

DECREASED

Shares26,490 from 31,096

Change-4,606 (-15%)

Value$339.9K (-$96.1K)

Filed 2026-10-27

Truist Financial Corp

DECREASED

Shares26,162 from 27,858

Change-1,696 (-6%)

Value$346.1K (-$59.2K)

Filed 2026-10-30

HB Wealth Management, LLC

NEW

Shares21,342

Change+21,342

Value$282.4K

Filed 2026-10-23

Fortitude Advisory Group L.L.C.

INCREASED

Shares18,008 from 17,818

Change+190 (+1%)

Value$238.2K (-$21.0K)

Filed 2026-10-15

NWF Advisory Services Inc.

UNCHANGED

Shares12,330 from 12,330

Change0 (0%)

Value$163.1K (-$16.3K)

Filed 2026-10-19

Focus Financial Network, Inc.

UNCHANGED

Shares10,500 from 10,500

Change0 (0%)

Value$140.5K (-$13.9K)

Filed 2026-10-14

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares10,295 from 14,223

Change-3,928 (-28%)

Value$136 (-$206.9K)

Filed 2026-11-02

FNY Investment Advisers, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$14 (-$2)

Filed 2026-10-16

IFP Advisors, Inc

UNCHANGED

Shares400 from 400

Change0 (0%)

Value$5.3K (-$528)

Filed 2026-10-16

Fifth Third Bancorp

INCREASED

Shares290 from 283

Change+7 (+2%)

Value$3.8K (-$281)

Filed 2026-11-05

Corrado Advisors, LLC

CLOSED

Shares0 from 164,754

Change-164,754 (-100%)

Value$0 (-$2.4M)

Filed 2026-10-27

Iams Wealth Management, LLC

CLOSED

Shares0 from 17,250

Change-17,250 (-100%)

Value$0 (-$251.0K)

Filed 2026-10-15

Activest Wealth Management

CLOSED

Shares0 from 2,500

Change-2,500 (-100%)

Value$0 (-$36.4K)

Filed 2026-10-15

Commonwealth Retirement Investments LLC

CLOSED

Shares0 from 1,300

Change-1,300 (-100%)

Value$0 (-$18.9K)

Filed 2026-10-26

GHP Investment Advisors, Inc.

CLOSED

Shares0 from 939

Change-939 (-100%)

Value$0 (-$13.7K)

Filed 2026-10-15

Wells Fargo & Company

N/A

Shares— from 1,857,213

Change-1,857,213 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,494,857

Change-1,494,857 (-100%)

Value—

Cerity Partners LLC

N/A

Shares— from 1,378,894

Change-1,378,894 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 1,313,790

Change-1,313,790 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 1,100,337

Change-1,100,337 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 1,063,945

Change-1,063,945 (-100%)

Value—

UBS Group AG

N/A

Shares— from 914,169

Change-914,169 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 638,943

Change-638,943 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 311,965

Change-311,965 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 311,261

Change-311,261 (-100%)

Value—

Element Wealth, LLC

N/A

Shares— from 194,871

Change-194,871 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 142,752

Change-142,752 (-100%)

Value—

Smith, Moore & Co.

N/A

Shares— from 130,988

Change-130,988 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 90,315

Change-90,315 (-100%)

Value—

HighTower Advisors, LLC

N/A

Shares— from 68,700

Change-68,700 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 67,109

Change-67,109 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 49,500

Change-49,500 (-100%)

Value—

Wealth Care LLC

N/A

Shares— from 45,836

Change-45,836 (-100%)

Value—

Bramshill Investments, LLC

N/A

Shares— from 44,174

Change-44,174 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 28,135

Change-28,135 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 26,734

Change-26,734 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 25,356

Change-25,356 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 23,933

Change-23,933 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 20,420

Change-20,420 (-100%)

Value—

Mathes Company, Inc.

N/A

Shares— from 20,000

Change-20,000 (-100%)

Value—

Rivernorth Capital Management, LLC

N/A

Shares— from 19,996

Change-19,996 (-100%)

Value—

Baird Financial Group, Inc.

N/A

Shares— from 16,728

Change-16,728 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 16,589

Change-16,589 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 15,682

Change-15,682 (-100%)

Value—

Advisors Asset Management, Inc.

N/A

Shares— from 15,417

Change-15,417 (-100%)

Value—

Northeast Planning Associates, Inc. / NH /

N/A

Shares— from 15,410

Change-15,410 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 13,132

Change-13,132 (-100%)

Value—

Alexander Labrunerie & Co., Inc.

N/A

Shares— from 12,047

Change-12,047 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 11,145

Change-11,145 (-100%)

Value—

&partners

N/A

Shares— from 10,310

Change-10,310 (-100%)

Value—

LifePlan Investment Advisors, Inc.

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Nomura Holdings Inc

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 3,891

Change-3,891 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 1,030

Change-1,030 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 965

Change-965 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 965

Change-965 (-100%)

Value—

Osbon Capital Management LLC

N/A

Shares— from 533

Change-533 (-100%)

Value—

Mark Sheptoff Financial Planning, LLC

N/A

Shares— from 500

Change-500 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 18

Change-18 (-100%)

Value—

	Status
LPL Financial LLC	DECREASED	152,936	155,507	-2,571	-2%	$2.3M	$2.0M	-$239.3K	2026-11-06
Noble Wealth Management PBC	INCREASED	147,286	125,967	+21,319	+17%	$1.8M	$1.9M	+$115.8K	2026-10-01
Independent Financial Group, LLC	DECREASED	44,500	44,732	-232	-1%	$650.9K	$588.7K	-$62.1K	2026-10-13
Wedbush Securities Inc	DECREASED	43,751	44,119	-368	-1%	$642.0K	$579	-$641.4K	2026-10-22
Crumly & Associates Inc.	UNCHANGED	39,750	39,750	0	0%	$578.4K	$525.9K	-$52.5K	2026-10-07
Courier Capital LLC	UNCHANGED	37,201	37,201	0	0%	$541.3K	$492.2K	-$49.1K	2026-10-19
Choreo, LLC	INCREASED	34,995	34,866	+129	+0%	$509.2K	$464.9K	-$44.3K	2026-10-28
Commonwealth Equity Services, LLC	DECREASED	30,586	43,552	-12,966	-30%	$633.7K	$404.7K	-$229.0K	2026-11-02
Chicago Partners Investment Group LLC	DECREASED	26,490	31,096	-4,606	-15%	$436.0K	$339.9K	-$96.1K	2026-10-27
Truist Financial Corp	DECREASED	26,162	27,858	-1,696	-6%	$405.3K	$346.1K	-$59.2K	2026-10-30
HB Wealth Management, LLC	NEW	21,342	—	+21,342	—	—	$282.4K	—	2026-10-23
Fortitude Advisory Group L.L.C.	INCREASED	18,008	17,818	+190	+1%	$259.3K	$238.2K	-$21.0K	2026-10-15
NWF Advisory Services Inc.	UNCHANGED	12,330	12,330	0	0%	$179.4K	$163.1K	-$16.3K	2026-10-19
Focus Financial Network, Inc.	UNCHANGED	10,500	10,500	0	0%	$154.3K	$140.5K	-$13.9K	2026-10-14
Cambridge Investment Research Advisors, Inc.	DECREASED	10,295	14,223	-3,928	-28%	$207.0K	$136	-$206.9K	2026-11-02
FNY Investment Advisers, LLC	UNCHANGED	1,100	1,100	0	0%	$16	$14	-$2	2026-10-16
IFP Advisors, Inc	UNCHANGED	400	400	0	0%	$5.8K	$5.3K	-$528	2026-10-16
Fifth Third Bancorp	INCREASED	290	283	+7	+2%	$4.1K	$3.8K	-$281	2026-11-05
Corrado Advisors, LLC	CLOSED	0	164,754	-164,754	-100%	$2.4M	$0	-$2.4M	2026-10-27
Iams Wealth Management, LLC	CLOSED	0	17,250	-17,250	-100%	$251.0K	$0	-$251.0K	2026-10-15
Activest Wealth Management	CLOSED	0	2,500	-2,500	-100%	$36.4K	$0	-$36.4K	2026-10-15
Commonwealth Retirement Investments LLC	CLOSED	0	1,300	-1,300	-100%	$18.9K	$0	-$18.9K	2026-10-26
GHP Investment Advisors, Inc.	CLOSED	0	939	-939	-100%	$13.7K	$0	-$13.7K	2026-10-15
Wells Fargo & Company	N/A	—	1,857,213	-1,857,213	-100%	$27.0M	—	—	—
Morgan Stanley	N/A	—	1,494,857	-1,494,857	-100%	$21.8M	—	—	—
Cerity Partners LLC	N/A	—	1,378,894	-1,378,894	-100%	$20.1M	—	—	—
Penserra Capital Management LLC	N/A	—	1,313,790	-1,313,790	-100%	$19.1M	—	—	—
Cohen & Steers, Inc.	N/A	—	1,100,337	-1,100,337	-100%	$16.0M	—	—	—
Royal Bank of Canada	N/A	—	1,063,945	-1,063,945	-100%	$15.5M	—	—	—
UBS Group AG	N/A	—	914,169	-914,169	-100%	$13.3M	—	—	—
Bank of America Corp	N/A	—	638,943	-638,943	-100%	$9.3M	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	311,965	-311,965	-100%	$4.5M	—	—	—
Envestnet Asset Management Inc	N/A	—	311,261	-311,261	-100%	$4.5M	—	—	—
Element Wealth, LLC	N/A	—	194,871	-194,871	-100%	$2.8M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	142,752	-142,752	-100%	$2.1M	—	—	—
Smith, Moore & Co.	N/A	—	130,988	-130,988	-100%	$1.9M	—	—	—
Osaic Holdings, Inc.	N/A	—	90,315	-90,315	-100%	$1.3M	—	—	—
HighTower Advisors, LLC	N/A	—	68,700	-68,700	-100%	$999.6K	—	—	—
Raymond James Financial Inc	N/A	—	67,109	-67,109	-100%	$976.4K	—	—	—
Janney Montgomery Scott LLC	N/A	—	49,500	-49,500	-100%	$720.0K	—	—	—
Wealth Care LLC	N/A	—	45,836	-45,836	-100%	$666.9K	—	—	—
Bramshill Investments, LLC	N/A	—	44,174	-44,174	-100%	$642.7K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	28,135	-28,135	-100%	$409.4K	—	—	—
XTX Topco Ltd	N/A	—	26,734	-26,734	-100%	$389.0K	—	—	—
Cetera Investment Advisers	N/A	—	25,356	-25,356	-100%	$368.9K	—	—	—
Stifel Financial Corp	N/A	—	23,933	-23,933	-100%	$348.2K	—	—	—
First Trust Advisors LP	N/A	—	20,420	-20,420	-100%	$297.1K	—	—	—
Mathes Company, Inc.	N/A	—	20,000	-20,000	-100%	$291.0K	—	—	—
Rivernorth Capital Management, LLC	N/A	—	19,996	-19,996	-100%	$290.9K	—	—	—
Baird Financial Group, Inc.	N/A	—	16,728	-16,728	-100%	$243.4K	—	—	—
HRT Financial LP	N/A	—	16,589	-16,589	-100%	$241.0K	—	—	—
Citadel Advisors LLC	N/A	—	15,682	-15,682	-100%	$228.2K	—	—	—
Advisors Asset Management, Inc.	N/A	—	15,417	-15,417	-100%	$224.3K	—	—	—
Northeast Planning Associates, Inc. / NH /	N/A	—	15,410	-15,410	-100%	$224.2K	—	—	—
BlackRock, Inc.	N/A	—	13,132	-13,132	-100%	$191.1K	—	—	—
Alexander Labrunerie & Co., Inc.	N/A	—	12,047	-12,047	-100%	$175.3K	—	—	—
OneDigital Investment Advisors LLC	N/A	—	11,145	-11,145	-100%	$162.2K	—	—	—
&partners	N/A	—	10,310	-10,310	-100%	$150.0K	—	—	—
LifePlan Investment Advisors, Inc.	N/A	—	10,000	-10,000	-100%	$145.5K	—	—	—
Nomura Holdings Inc	N/A	—	10,000	-10,000	-100%	$145.5K	—	—	—
Huntington National Bank	N/A	—	3,891	-3,891	-100%	$56.6K	—	—	—
Continuum Advisory, LLC	N/A	—	1,030	-1,030	-100%	$15.0K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	965	-965	-100%	$14.0K	—	—	—
BFC Planning, Inc.	N/A	—	965	-965	-100%	$14.0K	—	—	—
Osbon Capital Management LLC	N/A	—	533	-533	-100%	$7.8K	—	—	—
Mark Sheptoff Financial Planning, LLC	N/A	—	500	-500	-100%	$7.3K	—	—	—
JPMorgan Chase & Co	N/A	—	18	-18	-100%	$260	—	—	—

Showing 67 of 67 institutions