PIMCO ACCESS INCOME FUND (PAXS)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
58
Reporting holders
$143.1M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | $27.0M | 1,857,213 | 0.00% | 18q | -49.3%-$26.3M |
| MORGAN STANLEY | $21.8M | 1,494,857 | 0.00% | 18q | HELD |
| Cerity Partners LLC | $20.1M | 1,378,894 | 0.02% | 15q | -10.0%-$2.2M |
| ROYAL BANK OF CANADA | $15.5M | 1,063,945 | 0.00% | 18q | -7.7%-$1.3M |
| UBS Group AG | $13.3M | 914,169 | 0.00% | 18q | -5.7%-$806.7K |
| BANK OF AMERICA CORP /DE/ | $9.3M | 638,943 | 0.00% | 18q | +51.7%+$3.2M |
| Thomas J. Herzfeld Advisors, Inc. | $4.5M | 311,965 | 1.39% | 10q | -29.1%-$1.9M |
| ENVESTNET ASSET MANAGEMENT INC | $4.5M | 311,261 | 0.00% | 10q | +8.3%+$349.0K |
| Element Wealth, LLC | $2.8M | 194,871 | 1.06% | 18q | -1.6%-$46.0K |
| CORRADO ADVISORS, LLC | $2.4M | 164,754 | 1.10% | 18q | +2.8%+$65.3K |
| LPL Financial LLC | $2.3M | 155,507 | 0.00% | 15q | -19.8%-$558.5K |
| Rockefeller Capital Management L.P. | $2.1M | 142,752 | 0.00% | 13q | -19.1%-$490.5K |
| SMITH, MOORE & CO. | $1.9M | 130,988 | 0.12% | 8q | +2.7%+$49.7K |
| Noble Wealth Management PBC | $1.8M | 125,967 | 0.82% | 6q | +5.8%+$100.4K |
| OSAIC HOLDINGS, INC. | $1.3M | 90,315 | 0.00% | 17q | +81.0%+$587.9K |
| HighTower Advisors, LLC | $999.6K | 68,700 | 0.00% | 2q | +174.8%+$635.8K |
| RAYMOND JAMES FINANCIAL INC | $976.4K | 67,109 | 0.00% | 7q | -2.5%-$25.1K |
| Wealth Care LLC | $666.9K | 45,836 | 0.54% | 2q | +82.3%+$301.0K |
| INDEPENDENT FINANCIAL GROUP, LLC | $650.9K | 44,732 | 0.01% | 6q | -1.7%-$11.2K |
| Bramshill Investments, LLC | $642.7K | 44,174 | 0.05% | 10q | +1.1%+$7.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $633.7K | 43,552 | 0.00% | 16q | +5.7%+$34.1K |
| Crumly & Associates Inc. | $578.4K | 39,750 | 0.11% | 18q | HELD |
| COURIER CAPITAL LLC | $541.3K | 37,201 | 0.03% | 7q | HELD |
| CHOREO, LLC | $509.2K | 34,866 | 0.01% | 10q | -4.1%-$21.6K |
| Chicago Partners Investment Group LLC | $436.0K | 31,096 | 0.01% | 10q | +12.1%+$47.1K |
| Integrated Wealth Concepts LLC | $409.4K | 28,135 | 0.00% | 2q | -7.7%-$34.0K |
| TRUIST FINANCIAL CORP | $405.3K | 27,858 | 0.00% | 11q | -1.7%-$7.0K |
| XTX Topco Ltd | $389.0K | 26,734 | 0.01% | 2q | +88.1%+$182.2K |
| Cetera Investment Advisers | $368.9K | 25,356 | 0.00% | 7q | +11.8%+$39.0K |
| STIFEL FINANCIAL CORP | $348.2K | 23,933 | 0.00% | 16q | -5.0%-$18.4K |
| Corient Private Wealth LP | $337.0K | 23,160 | 0.00% | 10q | +15.8%+$46.0K |
| FIRST TRUST ADVISORS LP | $297.1K | 20,420 | 0.00% | 9q | -1.5%-$4.6K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $290.9K | 19,996 | 0.01% | 2q | -78.8%-$1.1M |
| Fortitude Advisory Group L.L.C. | $259.3K | 17,818 | 0.10% | 9q | HELD |
| IAMS WEALTH MANAGEMENT, LLC | $251.0K | 17,250 | 0.08% | 4q | HELD |
| Baird Financial Group, Inc. | $243.4K | 16,728 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $228.2K | 15,682 | 0.00% | new | NEW |
| Advisors Asset Management, Inc. | $224.3K | 15,417 | 0.00% | 2q | +3544.7%+$218.2K |
| NORTHEAST PLANNING ASSOCIATES, INC. / NH / | $224.2K | 15,410 | 0.17% | 4q | HELD |
| BlackRock, Inc. | $191.1K | 13,132 | 0.00% | 6q | HELD |
| NWF Advisory Services Inc. | $179.4K | 12,330 | 0.02% | 10q | HELD |
| ALEXANDER LABRUNERIE & CO., INC. | $175.3K | 12,047 | 0.06% | 5q | HELD |
| OneDigital Investment Advisors LLC | $162.2K | 11,145 | 0.00% | new | NEW |
| Focus Financial Network, Inc. | $154.3K | 10,500 | 0.00% | new | NEW |
| &PARTNERS | $150.0K | 10,310 | 0.00% | 4q | -15.6%-$27.6K |
| NOMURA HOLDINGS INC | $145.5K | 10,000 | 0.00% | new | NEW |
| LifePlan Investment Advisors, Inc. | $145.5K | 10,000 | 0.05% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $130.4K | 8,963 | 0.00% | new | NEW |
| HUNTINGTON NATIONAL BANK | $56.6K | 3,891 | 0.00% | 15q | HELD |
| Activest Wealth Management | $36.4K | 2,500 | 0.01% | 3q | -66.7%-$72.8K |
| Penserra Capital Management LLC | $19.1K | 1,313,790 | 0.15% | 2q | +4.0% |
| Commonwealth Retirement Investments LLC | $18.9K | 1,300 | 0.01% | new | NEW |
| COHEN & STEERS, INC. | $16.0K | 1,100,337 | 0.03% | 16q | +7.6%+$1.1K |
| Continuum Advisory, LLC | $15.0K | 1,030 | 0.00% | new | NEW |
| GHP Investment Advisors, Inc. | $13.7K | 939 | 0.00% | 2q | -66.8%-$27.4K |
| Osbon Capital Management LLC | $7.8K | 533 | 0.01% | 2q | -88.6%-$60.0K |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $7.3K | 500 | 0.00% | 5q | HELD |
| IFP Advisors, Inc | $5.8K | 400 | 0.00% | 8q | HELD |
| FIFTH THIRD BANCORP | $4.1K | 283 | 0.00% | 2q | +2.2% |
| Janney Montgomery Scott LLC | $720 | 49,500 | 0.00% | 4q | +17.7% |
| WEDBUSH SECURITIES INC | $642 | 44,119 | 0.02% | 17q | +4.7% |
| Cambridge Investment Research Advisors, Inc. | $414 | 28,446 | 0.00% | 16q | +47.8% |
| Mathes Company, Inc. | $291 | 20,000 | 0.09% | 16q | -9.1% |
| JPMORGAN CHASE & CO | $260 | 18 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $241 | 16,589 | 0.00% | new | NEW |
| FNY Investment Advisers, LLC | $16 | 1,100 | 0.01% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 58 | $143.1M | 9,837,135 | 9 | 16 | 20 | 0.0% |
| Q1 2026 | 55 | $171.4M | 11,896,030 | 10 | 14 | 15 | 0.0% |
| Q4 2025 | 56 | $135.1M | 8,829,395 | 9 | 22 | 12 | 0.0% |
| Q3 2025 | 60 | $138.1M | 8,491,576 | 11 | 17 | 13 | 0.0% |
| Q2 2025 | 53 | $141.2M | 9,341,510 | 6 | 22 | 11 | 0.0% |
| Q1 2025 | 60 | $122.3M | 7,618,605 | 10 | 27 | 11 | 0.0% |
| Q4 2024 | 60 | $115.5M | 7,572,102 | 12 | 22 | 12 | 0.0% |
| Q3 2024 | 49 | $127.3M | 7,652,807 | 9 | 16 | 12 | 0.0% |
| Q2 2024 | 41 | $114.6M | 7,251,509 | 4 | 15 | 15 | 0.0% |
| Q1 2024 | 40 | $144.6M | 9,192,843 | 10 | 10 | 12 | 0.0% |
| Q4 2023 | 37 | $122.0M | 8,532,869 | 8 | 10 | 10 | 0.0% |
| Q3 2023 | 33 | $114.0M | 8,213,385 | 3 | 15 | 6 | 0.0% |
| Q2 2023 | 35 | $128.7M | 8,727,086 | 5 | 11 | 9 | 0.0% |
| Q1 2023 | 31 | $147.1M | 9,908,758 | 6 | 12 | 3 | 0.0% |
| Q4 2022 | 26 | $116.3M | 7,860,523 | 7 | 9 | 7 | 0.0% |
| Q3 2022 | 34 | $131.3M | 8,282,187 | 15 | 12 | 3 | 0.0% |
| Q2 2022 | 22 | $91.6M | 5,787,368 | 8 | 10 | 3 | 0.0% |
| Q1 2022 | 14 | $56.5M | 3,093,379 | 14 | 0 | 0 | 0.0% |