12 institutions reported holding $9.1M of PIMCO INCOME INSTL (PIMIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: LIBERTY WEALTH MANAGEMENT LLC ($5.1M), Wealthspire Advisors, LLC ($2.5M), CONNORS INVESTOR SERVICES INC ($623,508), Ethos Financial Group, LLC ($501,407), Grey Ledge Advisors, LLC ($266,456). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | LIBERTY WEALTH MANAGEMENT LLC | $5.1M | 470,399 | Hold |
| 2 | Wealthspire Advisors, LLC | $2.5M | 225,648 | New |
| 3 | CONNORS INVESTOR SERVICES INC | $623,508 | 57,413 | Added |
| 4 | Ethos Financial Group, LLC | $501,407 | 46,817 | New |
| 5 | Grey Ledge Advisors, LLC | $266,456 | 24,536 | New |
| 6 | FIRST MERCHANTS CORP | $159,623 | 14,698 | Hold |
| 7 | Financial Gravity Companies, Inc. | $65,775 | 6,057 | Trimmed |
| 8 | EVERETT HARRIS & CO /CA/ | $0 | 0 | Exited |
| 9 | Estabrook Capital Management | $0 | 0 | Exited |
| 10 | OAKWORTH CAPITAL, INC. | $0 | 0 | Exited |
| 11 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 12 | PSI Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30