13FBOX
PIMCO STRATEGIC INCOME FD · 13F Institutional Holdings
Options Calculator Rankings

PIMCO STRATEGIC INCOME FD

RCS
Institutions
65
Combined AUM (Q2 2026)
$32.7M
Combined Shares (Q2 2026)
4.8M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+373,844
33 · 11 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-434,304
26 · 8 Exit · ≈
⚖️ Net
-60,460
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$32.7M
Institutions
65
New Buys
11
Adds
22
Reduces
18
Exits
8
Unchanged
14
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Coppell Advisory Solutions LLC
0.55%#1$6.7M338$00+338New Buy
Cambridge Investment Research Advisors, Inc.
0.01%0.02%#12$6.5M1.2M$6.8M1.3M-72,836-5.77%Reduce
MORGAN STANLEY
<0.01%<0.01%#43$3.8M705,666$5.2M690,474+15,192+2.20%Add
BENJAMIN EDWARDS INC
0.02%0.02%#10$2.4M445,350$2.4M450,393-5,043-1.12%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#25$1.6M292,906$1.6M289,620+3,286+1.13%Add
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$1.3M235,280$1.2M230,313+4,967+2.16%Add
MILESTONE ASSET MANAGEMENT, LLC
0.16%0.15%#3$1.0M191,816$788,946147,191+44,625+30.32%Add
LPL Financial LLC
<0.01%<0.01%#42$928,492170,366$1.5M283,126-112,760-39.83%Reduce
Mutual Advisors, LLC
0.01%<0.01%#13$582,406106,863$165,05830,794+76,069+247.03%Add
SILVER OAK SECURITIES, INCORPORATED
0.03%0.04%#8$488,24989,587$532,60799,367-9,780-9.84%Reduce
Janney Montgomery Scott LLC
<0.01%<0.01%#30$460,05684,414$537,000100,205-15,791-15.76%Reduce
Bravias Capital Group, LLC
0.25%0.27%#2$426,82578,317$411,91576,850+1,467+1.91%Add
Medallion Wealth Advisors, LLC
0.12%0.19%#4$391,24071,788$596,848111,352-39,564-35.53%Reduce
Kestra Advisory Services, LLC
<0.01%<0.01%#27$388,30771,249$391,84673,106-1,857-2.54%Reduce
Keystone Financial Group
0.02%0.02%#11$363,84066,759$334,80062,463+4,296+6.88%Add
NewEdge Advisors, LLC
<0.01%<0.01%#28$355,92365,307$377,03370,342-5,035-7.16%Reduce
Equitable Holdings, Inc.
<0.01%<0.01%#24$343,55863,038$257,90246,302+16,736+36.15%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#56$331,59960,844$220,84141,202+19,642+47.67%Add
Cetera Investment Advisers
<0.01%<0.01%#39$325,36859,700$288,49653,824+5,876+10.92%Add
MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#37$316,10058,000$384,04471,650-13,650-19.05%Reduce
CITADEL ADVISORS LLC
<0.01%#53$292,36553,645$00+53,645New Buy
Mariner, LLC
<0.01%<0.01%#40$282,90651,909$277,83351,834+75+0.14%Add
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#50$252,64146,356$265,64249,560-3,204-6.46%Reduce
Ameritas Advisory Services, LLC
<0.01%0.01%#18$245,94045,127$133,51224,909+20,218+81.17%Add
Straight Path Wealth Management
0.05%0.06%#7$206,55537,900$213,86439,900-2,000-5.01%Reduce
ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#52$175,94132,244$103,42119,295+12,949+67.11%Add
J.W. COLE ADVISORS, INC.
<0.01%#22$162,28729,777$00+29,777New Buy
Compound Planning, Inc.
<0.01%<0.01%#19$153,63028,189$158,86529,639-1,450-4.89%Reduce
Owen LaRue, LLC
0.05%0.07%#6$151,13827,732$179,28133,448-5,716-17.09%Reduce
Barnes Wealth Management Group, Inc
0.06%0.06%#5$133,11624,425$111,89020,875+3,550+17.01%Add
Kovack Advisors, Inc.
0.01%0.01%#14$131,36123,590$129,38823,575+15+0.06%Add
Clearbridge Investments, LLC
<0.01%<0.01%#48$121,94922,376$119,93522,37600.00%Unchanged
HighTower Advisors, LLC
<0.01%<0.01%#45$118,05821,662$111,04820,718+944+4.56%Add
UBS Group AG
<0.01%<0.01%#58$111,45820,451$117,65721,951-1,500-6.83%Reduce
Focus Partners Wealth
<0.01%<0.01%#46$110,61920,297$117,95921,884-1,587-7.25%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#61$106,74419,586$00+19,586New Buy
ARMSTRONG ADVISORY GROUP, INC
0.01%0.01%#17$83,00915,231$81,63915,23100.00%Unchanged
Merit Financial Group, LLC
<0.01%#34$79,89214,659$00+14,659New Buy
ROYAL BANK OF CANADA
<0.01%<0.01%#60$78,00014,351$76,00014,236+115+0.81%Add
CAPTRUST FINANCIAL ADVISORS
<0.01%<0.01%#47$69,94512,834$68,79012,83400.00%Unchanged
MRA Advisory Group
0.02%0.03%#9$66,53612,209$65,40112,202+7+0.06%Add
TRUIST FINANCIAL CORP
<0.01%<0.01%#49$64,22311,784$63,16211,78400.00%Unchanged
Creative Planning
<0.01%<0.01%#54$56,84910,431$58,17710,854-423-3.90%Reduce
Continuum Advisory, LLC
<0.01%#20$43,3067,946$00+7,946New Buy
SIT INVESTMENT ASSOCIATES INC
<0.01%#32$43,2787,941$00+7,941New Buy
Integrated Wealth Concepts LLC
<0.01%#44$41,1487,550$00+7,550New Buy
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#35$35,8356,575$34,9486,520+55+0.84%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#57$32,5645,975$30,9385,772+203+3.52%Add
CoreCap Advisors, LLC
<0.01%<0.01%#31$28,2045,175$27,7385,17500.00%Unchanged
Pinnacle Wealth Planning Services, Inc.
<0.01%<0.01%#23$23,5994,330$23,2094,33000.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow