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 | 05/15/2026 | 1.49 M | $10.29 M | -12.55% | 1.64% |
| LPL FINANCIAL LLC | 05/06/2026 | 1.23 M | $8.45 M | -6.76% | 1.34% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.07 M | $7.38 M | -1.72% | 1.17% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 838.08 K | $5.77 M | 4.30% | 0.92% |
| COHEN & STEERS, INC. | 05/15/2026 | 806.23 K | $5.56 M | 0.00% | 0.88% |
| MORGAN STANLEY | 05/15/2026 | 773.81 K | $5.33 M | -4.01% | 0.85% |
| INVESCO LTD. | 05/12/2026 | 692.32 K | $4.77 M | 2.66% | 0.76% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 576.18 K | $3.97 M | -26.34% | 0.63% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 400.64 K | $2.76 M | 243.39% | 0.44% |
| ROYAL BANK OF CANADA | 05/15/2026 | 378.00 K | $2.61 M | 404.20% | 0.41% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 375.63 K | $2.60 M | 255.04% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 302.96 K | $2.09 M | 46.21% | 0.33% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 302.00 K | $2.08 M | -3.21% | 0.33% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 246.62 K | $1.70 M | 1.05% | 0.27% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 198.55 K | $1.37 M | 4.83% | 0.22% |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 05/15/2026 | 191.46 K | $1.32 M | 0.00% | 0.21% |
| JANE STREET GROUP, LLC | 05/12/2026 | 186.73 K | $1.29 M | 142.47% | 0.20% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 185.86 K | $1.28 M | -1.95% | 0.20% |
| PRIVATE TRUST CO NA | 04/30/2026 | 173.76 K | $1.20 M | -9.89% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 166.34 K | $1.15 M | 10.03% | 0.18% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 137.00 K | $943.00 K | 18.10% | 0.15% |
| WHIPPLEWOOD ADVISORS, LLC | 04/30/2026 | 136.26 K | $938.80 K | 1.75% | 0.15% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 126.90 K | $874.33 K | -5.01% | 0.14% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 119.53 K | $823.56 K | 89.19% | 0.13% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 119.35 K | $822.32 K | 17.38% | 0.13% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 116.45 K | $802.33 K | 100.00% | 0.13% |
| KEUDELL/MORRISON WEALTH MANAGEMENT | 04/20/2026 | 108.91 K | $750.36 K | 16.24% | 0.12% |
| MOORS & CABOT, INC. | 05/08/2026 | 105.73 K | $728.49 K | 1.96% | 0.12% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 91.06 K | $627.39 K | -1.39% | 0.10% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 91.01 K | $633.51 K | -1.42% | 0.10% |
| XTX TOPCO LTD | 05/15/2026 | 88.23 K | $607.88 K | 100.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 88.08 K | $607.00 K | 2.63% | 0.10% |
| UBS GROUP AG | 05/05/2026 | 82.54 K | $568.69 K | -26.79% | 0.09% |
| SIMPLICITY WEALTH,LLC | 04/30/2026 | 80.43 K | $554.14 K | 0.00% | 0.09% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 80.38 K | $553.78 K | 1.53% | 0.09% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 80.13 K | $552.00 K | 0.19% | 0.09% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 76.24 K | $525.31 K | 2.87% | 0.08% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 74.61 K | $514.06 K | -3.20% | 0.08% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 72.43 K | $499.06 K | 20.81% | 0.08% |
| NOBLE WEALTH MANAGEMENT PBC | 04/02/2026 | 69.27 K | $477.25 K | 66.18% | 0.08% |
| VERITY ASSET MANAGEMENT, INC. | 04/21/2026 | 56.00 K | $385.87 K | -17.33% | 0.06% |
| RS CRUM INC. | 04/15/2026 | 55.75 K | $384.12 K | 0.00% | 0.06% |
| MALLINI COMPLETE FINANCIAL PLANNING LLC | 04/13/2026 | 55.07 K | $379.45 K | 1.07% | 0.06% |
| EVERSOURCE WEALTH ADVISORS, LLC | 05/18/2026 | 54.84 K | $377.87 K | -94.85% | 0.06% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 51.94 K | $357.85 K | 0.65% | 0.06% |
| SHAY CAPITAL LLC | 05/15/2026 | 50.42 K | $347.39 K | 100.00% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 49.50 K | $341.08 K | -96.65% | 0.05% |
| TRUEMARK INVESTMENTS, LLC | 04/20/2026 | 48.27 K | $332.57 K | 5.34% | 0.05% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 47.68 K | $328.50 K | 2.89% | 0.05% |
| CYPRESS CAPITAL GROUP | 05/15/2026 | 47.16 K | $324.91 K | 0.00% | 0.05% |
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Pimco Income Strategy Fund II institutional Ownership - FAQ's
During the previous two years, 189 institutional investors and hedge funds held shares of Pimco Income Strategy Fund II. The most heavily invested institutionals were:
GUGGENHEIM CAPITAL LLC: 1.49 M
LPL Financial LLC: 1.23 M
AMERIPRISE FINANCIAL INC: 1.07 M
RIVERNORTH CAPITAL MANAGEMENT, LLC: 838,080
COHEN & STEERS, INC.: 806,234
MORGAN STANLEY: 773,810
15.57% of Pimco Income Strategy Fund II stock is owned by institutional investors.
Institutional investors have bought a total of 19.75 M shares in the last 24 months. This purchase volume represents approximately $138.27 M in transactions.