Who Owns PIMCO CORP INCM OPPTY (PTY)? -- Institutional Holders (2026-06-30)

251 institutions reported holding $421.2M of PIMCO CORP INCM OPPTY (PTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($32.8M), LPL Financial LLC ($31.8M), MORGAN STANLEY ($31.2M), WELLS FARGO & COMPANY/MN ($29.5M), XML Financial, LLC ($21.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$32.8M	2.7M	Added
2	LPL Financial LLC	$31.8M	2.6M	Trimmed
3	MORGAN STANLEY	$31.2M	2.6M	Added
4	WELLS FARGO & COMPANY/MN	$29.5M	2.5M	Added
5	XML Financial, LLC	$21.1M	1.8M	Added
6	Merrithew & Thorsten Inc	$18.0M	1.5M	Trimmed
7	Invesco Ltd.	$17.9M	1.5M	Added
8	Cetera Investment Advisers	$15.7M	1.3M	Added
9	ENVESTNET ASSET MANAGEMENT INC	$11.4M	949,380	Added
10	OSAIC HOLDINGS, INC.	$11.2M	931,885	Added
11	GUGGENHEIM CAPITAL LLC	$9.6M	794,118	Added
12	Logan Stone Capital, LLC	$8.1M	675,432	Trimmed
13	Royal Bank of Canada	$7.7M	638,181	Added
14	AXXCESS WEALTH MANAGEMENT, LLC	$7.5M	624,690	New
15	Equitable Holdings, Inc.	$6.7M	553,112	Added
16	Cambridge Investment Research Advisors, Inc.	$6.4M	531,454	Added
17	PFG Investments, LLC	$6.1M	504,390	Trimmed
18	Private Advisor Group, LLC	$5.7M	477,867	Trimmed
19	Accel Wealth Management	$5.4M	448,727	Trimmed
20	COMMONWEALTH EQUITY SERVICES, LLC	$5.3M	441,508	Trimmed
21	Kestra Advisory Services, LLC	$5.0M	413,459	Added
22	Evergreen Wealth Management, LLC	$4.7M	388,873	Added
23	Dynamic Advisor Solutions LLC	$4.6M	382,350	Added
24	BANK OF AMERICA CORP /DE/	$4.0M	336,236	Added
25	Noble Wealth Management PBC	$4.0M	333,049	Added

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