Who Owns PIMCO GLOBAL STOCKPLUS INCOME COM (PGP)? -- Institutional Holders (2026-06-30)
33 institutions reported holding $15.8M of PIMCO GLOBAL STOCKPLUS INCOME COM (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