PHK PIMCO High Income Fund
PIMCO High Income Fund (PHK) Institutional Ownership
What the institutions did with PHK 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 |
|---|---|---|
| LPL Financial LLC | 2.5M | 10.8% |
| OSAIC HOLDINGS, INC. | 1.8M | 8.0% |
| UBS Group AG | 1.4M | 6.1% |
| BANK OF AMERICA CORP /DE/ | 1.4M | 6.0% |
| Invesco Ltd. | 1.3M | 5.7% |
| COHEN & STEERS, INC. | 1.2M | 5.3% |
| GUGGENHEIM CAPITAL LLC | 1.1M | 5.0% |
| ENVESTNET ASSET MANAGEMENT INC | 986.5K | 4.3% |
| MORGAN STANLEY | 922.9K | 4.0% |
| Cetera Investment Advisers | 916.0K | 4.0% |
| Cambridge Investment Research Advisors, Inc. | 754.4K | 3.3% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 736.6K | 3.2% |
| GraniteShares Advisors LLC | 580.8K | 2.5% |
| PRINCIPAL SECURITIES, INC. | 405.5K | 1.8% |
| RFG Advisory, LLC | 390.9K | 1.7% |
| PARK AVENUE SECURITIES LLC | 354.9K | 1.6% |
| WELLS FARGO & COMPANY/MN | 350.5K | 1.5% |
| Kestra Advisory Services, LLC | 305.3K | 1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 269.9K | 1.2% |
| Elm3 Financial Group, LLC | 264.6K | 1.2% |
| Marks Group Wealth Management, Inc | 261.4K | 1.1% |
| Whipplewood Advisors, LLC | 202.2K | 0.9% |
| Shaker Financial Services, LLC | 200.1K | 0.9% |
| IMC-Chicago, LLC | 179.4K | 0.8% |
| Baird Financial Group, Inc. | 178.5K | 0.8% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Orion Porfolio Solutions, LLC | Sold Out | 1.3M | 0 | -1.3M |
| OSAIC HOLDINGS, INC. | Increased | 1.3M | 1.8M | +541.5K |
| RFG Advisory, LLC | New | 0 | 390.9K | +390.9K |
| Cambridge Investment Research Advisors, Inc. | Increased | 376.2K | 754.4K | +378.2K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Increased | 447.8K | 736.6K | +288.8K |
| IMC-Chicago, LLC | New | 0 | 179.4K | +179.4K |
| WELLS FARGO & COMPANY/MN | Increased | 185.8K | 350.5K | +164.7K |
| Rathbones Group PLC | Reduced | 262.8K | 131.4K | -131.4K |
| UBS Group AG | Increased | 1.3M | 1.4M | +129.3K |
| BANK OF AMERICA CORP /DE/ | Increased | 1.2M | 1.4M | +116.6K |
| Kingsview Wealth Management, LLC | Sold Out | 84.2K | 0 | -84.2K |
| JANE STREET GROUP, LLC | Reduced | 142.3K | 61.1K | -81.2K |
| GraniteShares Advisors LLC | Increased | 504.8K | 580.8K | +76.0K |
| MORGAN STANLEY | Increased | 851.2K | 922.9K | +71.7K |
| XTX Topco Ltd | New | 0 | 67.9K | +67.9K |
| GUGGENHEIM CAPITAL LLC | Increased | 1.1M | 1.1M | +67.8K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 926.8K | 986.5K | +59.7K |
| PRINCIPAL SECURITIES, INC. | Increased | 349.9K | 405.5K | +55.6K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | Sold Out | 55.4K | 0 | -55.4K |
| TWO SIGMA SECURITIES, LLC | Increased | 19.0K | 71.4K | +52.3K |
| J.W. COLE ADVISORS, INC. | New | 0 | 51.7K | +51.7K |
| Invesco Ltd. | Increased | 1.2M | 1.3M | +51.6K |
| Advisors Asset Management, Inc. | Increased | 1.3K | 47.7K | +46.4K |
| WEDBUSH SECURITIES INC | New | 0 | 44.9K | +44.9K |
| Marex Group plc | New | 0 | 44.9K | +44.9K |
| COMMERCE BANK | New | 0 | 44.5K | +44.5K |
| Indivisible Partners | Reduced | 83.0K | 43.9K | -39.0K |
| Shaker Financial Services, LLC | Reduced | 238.0K | 200.1K | -37.9K |
| Carl P. Sherr & Co., LLC | New | 0 | 36.8K | +36.8K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 206.5K | 175.2K | -31.3K |
| AE Wealth Management LLC | Sold Out | 30.0K | 0 | -30.0K |
| Independent Advisor Alliance | Sold Out | 28.4K | 0 | -28.4K |
| Integrated Wealth Concepts LLC | New | 0 | 27.4K | +27.4K |
| Thrivent Financial for Lutherans | Increased | 103.0K | 130.0K | +27.0K |
| Arkadios Wealth Advisors | Sold Out | 25.3K | 0 | -25.3K |
| Cetera Investment Advisers | Reduced | 941.2K | 916.0K | -25.2K |
| BESSEMER GROUP INC | New | 0 | 25.0K | +25.0K |
| Clear Street Group Inc. | New | 0 | 20.2K | +20.2K |
| Creative Planning | New | 0 | 20.1K | +20.1K |
| RITHOLTZ WEALTH MANAGEMENT | Reduced | 34.5K | 15.0K | -19.5K |
| Virtu Financial LLC | Reduced | 42.4K | 24.6K | -17.8K |
| Integrity Advisory Solutions, LLC | Sold Out | 17.7K | 0 | -17.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 286.6K | 269.9K | -16.7K |
| Kovack Advisors, Inc. | New | 0 | 16.5K | +16.5K |
| PRIVATE TRUST CO NA | Increased | 10.0K | 24.9K | +14.9K |
| COHEN & STEERS, INC. | Increased | 1.2M | 1.2M | +14.5K |
| Future Financial Wealth Managment LLC | Reduced | 127.8K | 113.4K | -14.4K |
| INDEPENDENT FINANCIAL GROUP, LLC | Increased | 37.4K | 51.4K | +14.0K |
| NewEdge Advisors, LLC | Reduced | 104.0K | 91.6K | -12.4K |
| Jump Financial, LLC | Sold Out | 12.4K | 0 | -12.4K |
| Noble Wealth Management PBC | Reduced | 87.4K | 75.4K | -12.0K |
| CIBC WORLD MARKET INC. | Sold Out | 11.7K | 0 | -11.7K |
| STIFEL FINANCIAL CORP | Increased | 41.5K | 53.0K | +11.6K |
| KANE INVESTMENT MANAGEMENT, INC. | Sold Out | 11.4K | 0 | -11.4K |
| HighTower Advisors, LLC | Reduced | 25.5K | 14.3K | -11.3K |
| Sanctuary Advisors, LLC | Reduced | 127.1K | 116.1K | -11.0K |
| Creekside Partners | Increased | 131.1K | 142.0K | +10.9K |
| Moors & Cabot, Inc. | Increased | 24.5K | 35.4K | +10.9K |
| Concurrent Investment Advisors, LLC | New | 0 | 10.8K | +10.8K |
| NOMURA HOLDINGS INC | Reduced | 30.3K | 20.0K | -10.3K |
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.