PFL PIMCO Floating Rate Income Fun
PIMCO Floating Rate Income Fun (PFL) Institutional Ownership
What the institutions did with PFL last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| AMERIPRISE FINANCIAL INC | 886.4K | 10.6% |
| GUGGENHEIM CAPITAL LLC | 880.1K | 10.5% |
| MORGAN STANLEY | 594.9K | 7.1% |
| INDEPENDENT FINANCIAL GROUP, LLC | 524.7K | 6.3% |
| LPL Financial LLC | 432.7K | 5.2% |
| HOHIMER WEALTH MANAGEMENT, LLC | 390.3K | 4.7% |
| Invesco Ltd. | 348.7K | 4.2% |
| GraniteShares Advisors LLC | 335.4K | 4.0% |
| Shaker Financial Services, LLC | 295.1K | 3.5% |
| STIFEL FINANCIAL CORP | 281.2K | 3.4% |
| CENTAURUS FINANCIAL, INC. | 257.0K | 3.1% |
| Cetera Investment Advisers | 254.1K | 3.0% |
| ROYAL BANK OF CANADA | 247.0K | 3.0% |
| OSAIC HOLDINGS, INC. | 224.2K | 2.7% |
| BANK OF AMERICA CORP /DE/ | 204.4K | 2.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | 180.6K | 2.2% |
| Cambridge Investment Research Advisors, Inc. | 164.3K | 2.0% |
| Pinnacle Financial Partners, Inc. | 140.3K | 1.7% |
| Lido Advisors, LLC | 123.9K | 1.5% |
| TRUIST FINANCIAL CORP | 94.0K | 1.1% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 93.3K | 1.1% |
| NewEdge Advisors, LLC | 70.8K | 0.8% |
| Geneos Wealth Management Inc. | 65.7K | 0.8% |
| RAYMOND JAMES FINANCIAL INC | 62.2K | 0.7% |
| UBS Group AG | 60.2K | 0.7% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | Reduced | 411.8K | 60.1K | -351.7K |
| Shaker Financial Services, LLC | Increased | 43.2K | 295.1K | +251.8K |
| Lido Advisors, LLC | Increased | 18.8K | 123.9K | +105.1K |
| AMERIPRISE FINANCIAL INC | Increased | 805.0K | 886.4K | +81.4K |
| Cambridge Investment Research Advisors, Inc. | Increased | 88.3K | 164.3K | +76.1K |
| GUGGENHEIM CAPITAL LLC | Reduced | 955.0K | 880.1K | -75.0K |
| Navis Wealth Advisors, LLC | Sold Out | 68.7K | 0 | -68.7K |
| J.W. COLE ADVISORS, INC. | New | 0 | 54.7K | +54.7K |
| HOHIMER WEALTH MANAGEMENT, LLC | Reduced | 435.3K | 390.3K | -45.0K |
| GraniteShares Advisors LLC | Increased | 291.5K | 335.4K | +43.9K |
| UBS Group AG | Increased | 17.1K | 60.2K | +43.1K |
| CITADEL ADVISORS LLC | New | 0 | 42.6K | +42.6K |
| Cetera Investment Advisers | Increased | 214.5K | 254.1K | +39.6K |
| IMC-Chicago, LLC | New | 0 | 31.9K | +31.9K |
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | 550.2K | 524.7K | -25.4K |
| Kingsview Wealth Management, LLC | Sold Out | 19.0K | 0 | -19.0K |
| Bensler, LLC | New | 0 | 17.5K | +17.5K |
| Invesco Ltd. | Increased | 331.4K | 348.7K | +17.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 197.8K | 180.6K | -17.2K |
| TD Waterhouse Canada Inc. | Increased | 24.8K | 41.7K | +16.9K |
| StoneX Group Inc. | Increased | 19.9K | 36.4K | +16.5K |
| Foundations Investment Advisors, LLC | New | 0 | 15.2K | +15.2K |
| XTX Topco Ltd | New | 0 | 14.2K | +14.2K |
| JANE STREET GROUP, LLC | Increased | 38.3K | 52.1K | +13.8K |
| LPL Financial LLC | Increased | 419.9K | 432.7K | +12.8K |
| Geneos Wealth Management Inc. | Increased | 53.0K | 65.7K | +12.8K |
| HRT FINANCIAL LP | New | 0 | 12.5K | +12.5K |
| NOMURA HOLDINGS INC | New | 0 | 12.0K | +12.0K |
| Alpine Global Management, LLC | New | 0 | 12.0K | +12.0K |
| ROYAL BANK OF CANADA | Increased | 235.5K | 247.0K | +11.5K |
| Mariner, LLC | Sold Out | 11.4K | 0 | -11.4K |
| Integrity Advisory Solutions, LLC | Sold Out | 10.8K | 0 | -10.8K |
| OSAIC HOLDINGS, INC. | Reduced | 234.6K | 224.2K | -10.5K |
| Semus Wealth Partners LLC | Sold Out | 10.1K | 0 | -10.1K |
| Shay Capital LLC | Sold Out | 10.1K | 0 | -10.1K |
| Centennial Bank/AR/ | New | 0 | 10.0K | +10.0K |
| NewEdge Advisors, LLC | Reduced | 79.7K | 70.8K | -8.9K |
| Kestra Advisory Services, LLC | Reduced | 53.8K | 46.2K | -7.6K |
| Fortitude Advisory Group L.L.C. | Increased | 20.5K | 26.7K | +6.3K |
| MORGAN STANLEY | Increased | 589.0K | 594.9K | +5.8K |
| Clear Point Advisors Inc. | Sold Out | 5.6K | 0 | -5.6K |
| STIFEL FINANCIAL CORP | Increased | 275.9K | 281.2K | +5.3K |
| SILVER OAK SECURITIES, INCORPORATED | Reduced | 46.3K | 41.3K | -5.0K |
| CoreCap Advisors, LLC | Increased | 8.3K | 12.3K | +4.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Reduced | 21.4K | 17.9K | -3.5K |
| Elm3 Financial Group, LLC | Reduced | 25.9K | 22.5K | -3.4K |
| Armor Investment Advisors, LLC | Reduced | 21.7K | 18.5K | -3.2K |
| Janney Montgomery Scott LLC | Increased | 45.4K | 48.5K | +3.2K |
| JPMORGAN CHASE & CO | New | 0 | 3.1K | +3.1K |
| RAYMOND JAMES FINANCIAL INC | Increased | 59.4K | 62.2K | +2.8K |
| Western Wealth Management, LLC | Reduced | 16.8K | 14.0K | -2.8K |
| CENTAURUS FINANCIAL, INC. | Increased | 254.4K | 257.0K | +2.6K |
| Ascentis Independent Advisors | Sold Out | 2.5K | 0 | -2.5K |
| Stratos Wealth Partners, LTD. | Increased | 25.1K | 27.1K | +1.9K |
| TRUIST FINANCIAL CORP | Increased | 92.4K | 94.0K | +1.6K |
| Caldwell Trust Co | Sold Out | 1.5K | 0 | -1.5K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 11.7K | 13.2K | +1.5K |
| Sanctuary Advisors, LLC | Increased | 42.1K | 43.3K | +1.3K |
| Financial Freedom, LLC | Sold Out | 929 | 0 | -929 |
| INTEGRITY ALLIANCE, LLC. | Reduced | 14.3K | 13.5K | -850 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.