Who Owns PIMCO GLOBAL STOCKPLUS INCOM (PGP)? -- Institutional Holders (2026-06-30)

33 institutions reported holding $15.8M of PIMCO GLOBAL STOCKPLUS INCOM (PGP) in SEC 13F filings for 2026-06-30. Largest institutional holders: Shaker Financial Services, LLC ($3.4M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($3.0M), LPL Financial LLC ($1.6M), COHEN & STEERS, INC. ($1.2M), MORGAN STANLEY ($970,410). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Shaker Financial Services, LLC	$3.4M	388,461	Added
2	RIVERNORTH CAPITAL MANAGEMENT, LLC	$3.0M	349,408	Added
3	LPL Financial LLC	$1.6M	183,348	Added
4	COHEN & STEERS, INC.	$1.2M	138,801	Hold
5	MORGAN STANLEY	$970,410	112,576	Trimmed
6	Kestra Advisory Services, LLC	$775,740	89,993	Trimmed
7	GUGGENHEIM CAPITAL LLC	$712,615	82,670	Trimmed
8	UBS Group AG	$689,600	80,000	Hold
9	ENVESTNET ASSET MANAGEMENT INC	$674,860	78,290	Added
10	TRUIST FINANCIAL CORP	$674,860	78,290	Added
11	Cetera Investment Advisers	$334,097	38,758	Added
12	CITADEL ADVISORS LLC	$331,723	38,483	New
13	NewEdge Advisors, LLC	$308,917	35,837	Trimmed
14	COMMONWEALTH EQUITY SERVICES, LLC	$219,050	25,412	Added
15	Royal Bank of Canada	$189,000	21,880	Trimmed
16	OSAIC HOLDINGS, INC.	$188,709	21,892	Added
17	FIFTH THIRD BANCORP	$132,748	15,400	Trimmed
18	Argyle Capital Partners, LLC	$120,551	13,985	Hold
19	Owen LaRue, LLC	$102,336	11,872	Added
20	CoreCap Advisors, LLC	$92,234	10,700	Added
21	WELLS FARGO & COMPANY/MN	$63,454	7,361	Added
22	Thomas J. Herzfeld Advisors, Inc.	$27,101	3,144	New
23	SHP Wealth Management	$25,860	3,000	New
24	Rockefeller Capital Management L.P.	$8,620	1,000	Hold
25	Triumph Capital Management	$6,034	700	Hold

Source: SEC Form 13F filings · as of 2026-06-30