Pimco Income Strategy Fund II Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.71 M | $12.81 M | -7.91% | 1.75% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 1.48 M | $11.09 M | 39,179.00% | 1.52% |
| LPL FINANCIAL LLC | 02/11/2026 | 1.31 M | $9.86 M | 0.59% | 1.44% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.09 M | $8.18 M | 22.54% | 1.20% |
| EVERSOURCE WEALTH ADVISORS, LLC | 02/06/2026 | 1.07 M | $7.99 M | 0.62% | 1.09% |
| COHEN & STEERS, INC. | 02/13/2026 | 806.23 K | $6.05 M | 0.00% | 0.83% |
| MORGAN STANLEY | 02/13/2026 | 806.15 K | $6.05 M | 24.13% | 0.83% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 803.51 K | $6.03 M | -59.04% | 0.82% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 782.18 K | $5.87 M | 67.12% | 0.80% |
| INVESCO LTD. | 02/19/2026 | 674.38 K | $5.06 M | -2.25% | 0.69% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 312.00 K | $2.34 M | 100.00% | 0.32% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 252.70 K | $1.90 M | -6.77% | 0.28% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 244.07 K | $1.83 M | 1.57% | 0.25% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 207.21 K | $1.55 M | -55.76% | 0.23% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 02/11/2026 | 191.46 K | $1.44 M | 0.00% | 0.21% |
| PRIVATE TRUST CO NA | 01/26/2026 | 192.83 K | $1.45 M | 0.00% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 189.55 K | $1.42 M | -8.76% | 0.19% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 189.39 K | $1.42 M | 16.99% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 151.18 K | $1.14 M | 60.02% | 0.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 133.60 K | $1.00 M | -13.91% | 0.15% |
| WHIPPLEWOOD ADVISORS, LLC | 02/17/2026 | 133.92 K | $1.00 M | 0.80% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 116.67 K | $875.04 K | 9.22% | 0.12% |
| THRIVENT FINANCIAL FOR LUTHERANS | 02/05/2026 | 116.00 K | $870.00 K | 0.00% | 0.12% |
| UBS GROUP AG | 01/29/2026 | 112.74 K | $845.53 K | 40.79% | 0.12% |
| MOORS & CABOT, INC. | 02/10/2026 | 103.70 K | $777.74 K | 26.75% | 0.11% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 105.80 K | $793.50 K | 100.00% | 0.11% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 101.68 K | $762.59 K | -35.96% | 0.10% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 02/06/2026 | 93.69 K | $702.68 K | 100.00% | 0.10% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 92.34 K | $692.56 K | 4.77% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 92.32 K | $692.38 K | 25.05% | 0.09% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 85.82 K | $644.00 K | -5.28% | 0.09% |
| SIMPLICITY WEALTH,LLC | 01/30/2026 | 80.43 K | $603.20 K | 100.00% | 0.08% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 79.97 K | $600.00 K | -78.62% | 0.08% |
| ATOMI FINANCIAL GROUP, INC. | 02/19/2026 | 79.16 K | $593.70 K | 34.47% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 77.08 K | $578.08 K | -1.64% | 0.08% |
| JANE STREET GROUP, LLC | 02/12/2026 | 77.01 K | $577.60 K | 65.37% | 0.08% |
| TCG ADVISORY SERVICES, LLC | 02/17/2026 | 75.66 K | $567.47 K | 4.43% | 0.08% |
| ROYAL BANK OF CANADA | 02/17/2026 | 74.97 K | $563.00 K | 34.34% | 0.08% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 74.12 K | $555.88 K | -2.36% | 0.08% |
| HRT FINANCIAL LP | 02/12/2026 | 68.46 K | $513.00 K | 100.00% | 0.07% |
| VERITY ASSET MANAGEMENT, INC. | 01/30/2026 | 67.75 K | $508.10 K | 9.18% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 63.18 K | $473.85 K | -83.92% | 0.06% |
| MAIN STREET FINANCIAL SOLUTIONS, LLC | 02/17/2026 | 57.21 K | $429.10 K | 0.00% | 0.06% |
| RS CRUM INC. | 02/17/2026 | 55.75 K | $418.13 K | 0.00% | 0.06% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 01/06/2026 | 54.49 K | $408.67 K | 1.14% | 0.06% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 51.60 K | $387.03 K | 2.21% | 0.05% |
| CYPRESS CAPITAL GROUP | 02/11/2026 | 47.16 K | $353.68 K | 0.00% | 0.05% |
| 02/18/2026 | 48.85 K | $366.42 M | 100.00% | 0.05% | |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 46.34 K | $347.54 K | 4.65% | 0.05% |
| CERTIFIED ADVISORY CORP | 01/12/2026 | 46.13 K | $345.98 K | 2.34% | 0.05% |
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Pimco Income Strategy Fund II institutional Ownership - FAQ's
During the previous two years, 191 institutional investors and hedge funds held shares of Pimco Income Strategy Fund II. The most heavily invested institutionals were:
Concurrent Investment Advisors, LLC: 301,998
CoreCap Advisors, LLC: 246,620
COMMONWEALTH EQUITY SERVICES, LLC: 185,859
PRIVATE TRUST CO NA: 173,756
THRIVENT FINANCIAL FOR LUTHERANS: 137,000
Whipplewood Advisors, LLC: 136,256
16.40% of Pimco Income Strategy Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 21.53 M shares in the last 24 months. This purchase volume represents approximately $150.72 M in transactions.