Who Owns PIMCO Floating Rate Strategy Fund (PFN)? -- Institutional Holders (2026-06-30)

132 institutions reported holding $103.1M of PIMCO Floating Rate Strategy Fund (PFN) in SEC 13F filings for 2026-06-30. Largest institutional holders: GUGGENHEIM CAPITAL LLC ($9.4M), LPL Financial LLC ($8.3M), AMERIPRISE FINANCIAL INC ($8.1M), RIVERNORTH CAPITAL MANAGEMENT, LLC ($5.8M), COHEN & STEERS, INC. ($5.7M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	GUGGENHEIM CAPITAL LLC	$9.4M	1.3M	Trimmed
2	LPL Financial LLC	$8.3M	1.2M	Trimmed
3	AMERIPRISE FINANCIAL INC	$8.1M	1.1M	Added
4	RIVERNORTH CAPITAL MANAGEMENT, LLC	$5.8M	819,721	Trimmed
5	COHEN & STEERS, INC.	$5.7M	806,234	Hold
6	MORGAN STANLEY	$5.5M	770,928	Trimmed
7	Invesco Ltd.	$5.3M	741,884	Added
8	WELLS FARGO & COMPANY/MN	$4.6M	638,598	Added
9	Shaker Financial Services, LLC	$3.3M	464,551	Added
10	Royal Bank of Canada	$2.5M	354,148	Trimmed
11	RAYMOND JAMES FINANCIAL INC	$2.3M	316,657	Added
12	BANK OF AMERICA CORP /DE/	$2.2M	313,942	Trimmed
13	J.W. COLE ADVISORS, INC.	$1.8M	258,574	New
14	CoreCap Advisors, LLC	$1.8M	245,845	Trimmed
15	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.6M	223,785	Added
16	Cetera Investment Advisers	$1.5M	212,512	Added
17	OSAIC HOLDINGS, INC.	$1.5M	209,183	Added
18	ENVESTNET ASSET MANAGEMENT INC	$1.4M	197,168	Added
19	HORIZON KINETICS ASSET MANAGEMENT LLC	$1.4M	191,463	Hold
20	COMMONWEALTH EQUITY SERVICES, LLC	$1.3M	182,349	Trimmed
21	UBS Group AG	$1.2M	175,291	Added
22	Simplicity Wealth,LLC	$1.2M	171,386	Added
23	Concurrent Investment Advisors, LLC	$1.2M	163,098	Trimmed
24	PRIVATE TRUST CO NA	$1.1M	158,006	Trimmed
25	Thrivent Financial for Lutherans	$1.1M	153,000	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30