PCM FD INC (PCM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
29
Reporting holders
$9.6M
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 |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $2.9M | 512,236 | 0.14% | 3q | +6.8%+$182.6K |
| LPL Financial LLC | $1.9M | 348,132 | 0.00% | 31q | +12.5%+$215.6K |
| GUGGENHEIM CAPITAL LLC | $1.5M | 261,006 | 0.01% | 5q | -5.2%-$79.5K |
| Sovran Advisors, LLC | $389.9K | 69,868 | 0.03% | 7q | -1.4%-$5.5K |
| NewEdge Advisors, LLC | $372.5K | 66,750 | 0.00% | 19q | -15.1%-$66.1K |
| Concord Investment Counsel Inc. | $358.5K | 64,246 | 0.10% | 5q | +13.3%+$42.0K |
| Arlington Capital Management, Inc. | $346.4K | 62,070 | 0.22% | 2q | +8.0%+$25.6K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | $322.0K | 57,702 | 0.02% | 6q | -17.7%-$69.4K |
| Kestra Advisory Services, LLC | $199.9K | 35,832 | 0.00% | 4q | HELD |
| Physician Wealth Advisors, Inc. | $152.5K | 27,330 | 0.02% | 25q | HELD |
| HORIZON KINETICS ASSET MANAGEMENT LLC | $136.9K | 24,532 | 0.00% | 30q | HELD |
| MORGAN STANLEY | $136.8K | 24,523 | 0.00% | 35q | +32.2%+$33.3K |
| OSAIC HOLDINGS, INC. | $130.3K | 23,350 | 0.00% | 26q | -5.2%-$7.1K |
| RAYMOND JAMES FINANCIAL INC | $106.7K | 19,120 | 0.00% | 7q | HELD |
| CITADEL ADVISORS LLC | $104.3K | 18,690 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $100.9K | 18,075 | 0.00% | 31q | +2.8%+$2.8K |
| SCOTIA CAPITAL INC. | $81.9K | 14,676 | 0.00% | 4q | HELD |
| Logan Stone Capital, LLC | $76.6K | 13,732 | 0.02% | new | NEW |
| EVERETT HARRIS & CO /CA/ | $73.0K | 13,076 | 0.00% | 3q | HELD |
| Clear Street Group Inc. | $70.2K | 12,585 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $64.1K | 11,482 | 0.00% | 3q | -49.1%-$61.8K |
| CoreCap Advisors, LLC | $48.4K | 8,665 | 0.00% | 18q | -17.8%-$10.5K |
| Arax Advisory Partners | $36.2K | 6,480 | 0.00% | new | NEW |
| AdvisorNet Financial, Inc | $6.6K | 1,188 | 0.00% | 5q | HELD |
| HIGHLINE WEALTH PARTNERS LLC | $2.8K | 500 | 0.00% | 4q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2K | 218 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $710 | 127,094 | 0.00% | 10q | +100.6% |
| FIRST HORIZON CORP | $558 | 100 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $76 | 13,694 | 0.00% | new | NEW |
| WOLFF WIESE MAGANA LLC | $25 | 4 | 0.00% | 5q | HELD |
| WELLS FARGO & COMPANY/MN | $4 | 1 | 0.00% | 31q | HELD |
| FNY Investment Advisers, LLC | $1 | 300 | 0.00% | 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 | 29 | $9.6M | 1,716,169 | 6 | 6 | 7 | 0.0% |
| Q1 2026 | 26 | $9.0M | 1,647,288 | 3 | 8 | 8 | 0.0% |
| Q4 2025 | 29 | $9.5M | 1,540,639 | 8 | 9 | 5 | 0.0% |
| Q3 2025 | 23 | $7.1M | 1,059,941 | 6 | 6 | 9 | 0.0% |
| Q2 2025 | 20 | $5.7M | 903,399 | 4 | 7 | 6 | 0.0% |
| Q1 2025 | 18 | $6.9M | 1,066,799 | 3 | 7 | 4 | 0.0% |
| Q4 2024 | 16 | $4.8M | 628,205 | 2 | 4 | 4 | 0.0% |
| Q3 2024 | 15 | $4.5M | 558,272 | 1 | 4 | 8 | 0.0% |
| Q2 2024 | 19 | $4.5M | 605,174 | 4 | 4 | 5 | 0.0% |
| Q1 2024 | 17 | $9.5M | 1,153,881 | 3 | 7 | 3 | 0.0% |
| Q4 2023 | 19 | $8.2M | 1,020,354 | 3 | 7 | 4 | 0.0% |
| Q3 2023 | 19 | $8.6M | 969,132 | 3 | 7 | 4 | 0.0% |
| Q2 2023 | 18 | $8.6M | 891,964 | 1 | 5 | 7 | 0.0% |
| Q1 2023 | 20 | $6.9M | 802,599 | 5 | 5 | 5 | 0.0% |
| Q4 2022 | 17 | $6.0M | 754,332 | 2 | 4 | 7 | 0.0% |
| Q3 2022 | 24 | $7.2M | 900,806 | 4 | 9 | 3 | 0.0% |
| Q2 2022 | 22 | $7.8M | 834,684 | 3 | 6 | 8 | 0.0% |
| Q1 2022 | 22 | $8.1M | 793,875 | 3 | 7 | 4 | 0.0% |
| Q4 2021 | 22 | $8.6M | 800,757 | 3 | 6 | 6 | 0.0% |
| Q3 2021 | 23 | $8.2M | 720,879 | 5 | 6 | 4 | 0.0% |
| Q2 2021 | 19 | $8.3M | 696,023 | 0 | 7 | 7 | 0.0% |
| Q1 2021 | 19 | $8.3M | 722,045 | 0 | 6 | 6 | 0.0% |
| Q4 2020 | 22 | $8.8M | 815,339 | 1 | 3 | 5 | 0.0% |
| Q3 2020 | 22 | $7.5M | 745,727 | 2 | 4 | 5 | 0.0% |
| Q2 2020 | 21 | $7.2M | 758,582 | 4 | 8 | 5 | 0.0% |
| Q1 2020 | 25 | $6.2M | 784,576 | 5 | 3 | 9 | 0.0% |
| Q4 2019 | 22 | $10.0M | 869,506 | 2 | 7 | 5 | 0.0% |
| Q3 2019 | 24 | $10.0M | 900,126 | 5 | 7 | 7 | 0.0% |
| Q2 2019 | 21 | $11.8M | 1,044,341 | 0 | 10 | 6 | 0.0% |
| Q1 2019 | 23 | $10.9M | 978,401 | 2 | 8 | 5 | 0.0% |
| Q4 2018 | 21 | $9.0M | 891,106 | 0 | 0 | 1 | 0.0% |