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PIMCO Strategic Income Fund (RCS) Institutional Ownership

PIMCO Strategic Income Fund logo
$5.30 +0.03 (+0.57%)
As of 03:53 PM Eastern

Institutional Ownership Changes (13F Filings) for PIMCO Strategic Income Fund (NYSE:RCS)

Current
Institutional Ownership
Percentage
13.48%
Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$4.79M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$7.96M
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RCS Institutional Buying and Selling by Quarter

PIMCO Strategic Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026NewEdge Advisors LLC70,342$377K0.0%-20.0%0.149%
5/15/2026 Van Diest Capital LLC25,292$136K0.1%N/A0.054%
5/13/2026Cetera Investment Advisers53,824$288K0.0%-7.2%0.114%
5/1/2026 Fifth Third Bancorp5,295$28K0.0%N/A0.011%
4/22/2026 Janney Montgomery Scott LLC100,205$537K0.0%-4.5%0.213%
4/21/2026 Silver Oak Securities Incorporated99,367$533K0.0%-3.7%0.211%
2/23/2026Virtu Financial LLC21,799$121K0.0%N/A0.047%
2/19/2026 Compound Planning Inc.30,089$168K0.0%-5.9%0.064%
2/18/2026Mercer Global Advisors Inc. ADV71,500$398K0.0%-52.5%0.153%
2/18/2026NewEdge Advisors LLC87,936$490K0.0%-10.8%0.188%
2/18/2026XTX Topco Ltd24,576$137K0.0%N/A0.053%
2/17/2026Cetera Investment Advisers58,022$323K0.0%-15.5%0.124%
2/17/2026Equitable Holdings Inc.41,843$233K0.0%+10.2%0.090%
2/17/2026Osaic Holdings Inc.287,329$1.60M0.0%-71.7%0.616%
2/16/2026Mariner LLC60,284$336K0.0%+274.0%0.129%
2/13/2026 Kestra Advisory Services LLC71,847$400K0.0%+68.4%0.154%
2/12/2026Jane Street Group LLC20,168$112K0.0%N/A0.043%
2/12/2026 Commonwealth Equity Services LLC327,785$1.83M0.0%-1.9%0.703%
2/12/2026Marex Group plc102,590$571K0.0%N/A0.220%
2/11/2026 Janney Montgomery Scott LLC104,896$584K0.0%-18.5%0.225%
2/11/2026 LPL Financial LLC369,581$2.06M0.0%+30.6%0.792%
2/11/2026 Straight Path Wealth Management38,900$217K0.1%+23.9%0.083%
2/11/2026 J.W. Cole Advisors Inc.34,626$193K0.0%-17.5%0.074%
2/10/2026Goldman Sachs Group Inc.94,493$526K0.0%N/A0.203%
2/6/2026 Keudell Morrison Wealth Management10,000$56K0.0%N/A0.021%
2/5/2026Allworth Financial LP12,725$71K0.0%+785.5%0.027%
2/4/2026Ameritas Advisory Services LLC24,909$139K0.0%-55.0%0.053%
2/2/2026Mutual Advisors LLC16,689$93K0.0%-30.5%0.036%
1/29/2026Comerica Bank26,586$148K0.0%+402.1%0.057%
1/29/2026UBS Group AG408,267$2.27M0.0%+4.4%0.875%
1/29/2026 Bravias Capital Group LLC76,268$425K0.3%-6.5%0.163%
1/28/2026 Milestone Asset Management LLC172,517$961K0.2%+38.3%0.370%
1/15/2026 Silver Oak Securities Incorporated103,142$603K0.0%N/A0.221%
11/17/2025NewEdge Advisors LLC98,569$748K0.0%-5.3%0.211%
11/17/2025Susquehanna International Group LLP29,893$227K0.0%+21.0%0.064%
11/17/2025Citadel Advisors LLC132,857$1.01M0.0%-24.9%0.285%
11/14/2025Zacks Investment Management20,000$152K0.0%N/A0.043%
11/14/2025Raymond James Financial Inc.58,209$442K0.0%+28.1%0.125%
11/14/2025Equitable Holdings Inc.37,955$288K0.0%+73.2%0.081%
11/14/2025 Barnes Wealth Management Group Inc17,875$136K0.1%-14.4%0.038%
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11/13/2025UBS Group AG391,220$2.97M0.0%+1.1%0.839%
11/5/2025 J.W. Cole Advisors Inc.41,982$319K0.0%-33.3%0.090%
11/5/2025 Envestnet Asset Management Inc.23,375$177K0.0%-86.7%0.050%
11/4/2025Mutual Advisors LLC24,016$172K0.0%-63.6%0.051%
10/31/2025 Owen LaRue LLC69,946$531K0.2%-14.5%0.150%
10/23/2025 Benjamin Edwards Inc.436,098$3.31M0.0%+2.5%0.935%
10/20/2025 Bravias Capital Group LLC81,583$619K0.4%-4.0%0.175%
10/15/2025 Milestone Asset Management LLC124,750$947K0.2%-21.5%0.267%
9/4/2025Osaic Holdings Inc.962,911$6.70M0.0%+2.8%2.064%
8/27/2025 Barnes Wealth Management Group Inc20,875$145K0.1%+23.7%0.045%
8/15/2025 Benjamin Edwards Inc.425,434$2.96M0.0%+5.0%0.912%
8/15/2025Bank of America Corp DE39,407$274K0.0%-11.3%0.084%
8/14/2025Raymond James Financial Inc.45,428$316K0.0%-4.0%0.097%
8/14/2025NewEdge Advisors LLC104,057$724K0.0%-5.1%0.223%
8/14/2025 Baker Avenue Asset Management LP48,574$338K0.0%-39.0%0.104%
8/13/2025StoneX Group Inc.10,308$72K0.0%N/A0.022%
8/13/2025First Trust Advisors LP12,276$85K0.0%N/A0.026%
8/11/2025FSA Wealth Management LLC12,605$88K0.0%-19.2%0.027%
8/8/2025Cetera Investment Advisers72,983$508K0.0%+2.3%0.156%
8/5/2025 Milestone Asset Management LLC158,923$1.11M0.2%-4.0%0.341%
8/1/2025 Envestnet Asset Management Inc.176,318$1.23M0.0%+7.0%0.378%
7/31/2025 Focus Partners Advisor Solutions LLC11,450$80K0.0%N/A0.025%
7/29/2025 Balboa Wealth Partners109,552$762K0.2%-32.7%0.235%
7/29/2025 Straight Path Wealth Management31,400$219K0.1%+6.8%0.067%
7/18/2025 QTR Family Wealth LLC12,276$85K0.1%-25.4%0.026%
7/17/2025 Janney Montgomery Scott LLC125,010$870K0.0%-11.7%0.268%
7/16/2025 Owen LaRue LLC81,828$570K0.2%-41.2%0.175%
7/14/2025 Armstrong Advisory Group Inc.15,231$106K0.0%-9.8%0.033%
7/8/2025 MRA Advisory Group12,050$84K0.0%-18.7%0.026%
6/2/2025Modern Wealth Management LLC30,565$191K0.0%N/A0.066%
5/16/2025NewEdge Advisors LLC109,680$685K0.0%-4.3%0.238%
5/14/2025Ieq Capital LLC10,082$63K0.0%N/A0.022%
5/14/2025Comerica Bank5,295$33K0.0%+959.0%0.011%
5/14/2025Compound Planning Inc.33,381$209K0.0%-66.0%0.072%
5/14/2025Barnes Wealth Management Group Inc16,875$105K0.1%+61.9%0.037%
5/12/2025Benjamin Edwards Inc.405,341$2.53M0.0%+3.8%0.880%
5/7/2025LPL Financial LLC919,520$5.75M0.0%-25.8%1.996%
5/6/2025Cetera Investment Advisers71,309$446K0.0%+21.2%0.155%
5/5/2025IFP Advisors Inc18,913$118K0.0%-94.1%0.041%
4/28/2025Mutual Advisors LLC65,258$408K0.0%+32.8%0.142%
4/23/2025Balboa Wealth Partners162,834$1.02M0.2%-2.0%0.353%
4/22/2025Cambridge Investment Research Advisors Inc.1,979,232$12.37M0.0%+142.3%4.296%
4/17/2025Janney Montgomery Scott LLC141,651$885K0.0%+15.2%0.307%
4/9/2025Milestone Asset Management LLC165,583$1.04M0.2%+23.7%0.359%
2/18/2025Vanguard Capital Wealth Advisors25,000$190K0.2%N/A0.054%
2/17/2025Cetera Investment Advisers58,820$448K0.0%-17.0%0.128%
2/17/2025Citadel Advisors LLC12,694$97K0.0%-69.0%0.028%
2/17/2025Baker Avenue Asset Management LP79,630$607K0.0%-10.0%0.173%
2/17/2025Benjamin Edwards Inc.390,586$2.98M0.0%+1.3%0.848%
2/14/2025Owen LaRue LLC202,630$1.54M0.8%+3.4%0.440%
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2/14/2025Stifel Financial Corp10,442$80K0.0%N/A0.023%
2/13/2025NewEdge Advisors LLC114,638$874K0.0%-19.3%0.249%
2/13/2025Keystone Financial Group53,430$407K0.0%N/A0.116%
2/13/2025Raymond James Financial Inc.57,964$442K0.0%N/A0.126%
2/13/2025Envestnet Asset Management Inc.163,991$1.25M0.0%-2.4%0.356%
2/12/2025Centric Wealth Management17,512$133K0.0%N/A0.038%
2/11/2025LPL Financial LLC1,239,924$9.45M0.0%+15.5%2.691%
2/10/2025Commonwealth Equity Services LLC409,728$3.12M0.0%-3.1%0.889%
2/10/2025Balboa Wealth Partners166,226$1.27M0.3%+4.6%0.361%
2/7/2025HighTower Advisors LLC10,711$82K0.0%N/A0.023%


RCS Institutional Ownership - Frequently Asked Questions

During the previous two years, 60 institutional investors and hedge funds held shares of PIMCO Strategic Income Fund. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($12.37M), Benjamin Edwards Inc. ($3.31M), Benjamin F. Edwards & Company Inc. ($2.36M), UBS Group AG ($2.27M), LPL Financial LLC ($2.06M), Commonwealth Equity Services LLC ($1.83M), and Osaic Holdings Inc. ($1.60M).Learn more on PIMCO Strategic Income Fund's institutional investors.

13.48% of PIMCO Strategic Income Fund's stock is owned by institutional investors. Learn more on RCS's institutional investor holdings.

Of the 45 institutional investors that purchased PIMCO Strategic Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cambridge Investment Research Advisors Inc. ($1.16M), Benjamin Edwards Inc. ($436.10K), LPL Financial LLC ($252.63K), Raymond James Financial Inc. ($128.71K), Balboa Wealth Partners ($120.64K), Benjamin F. Edwards & Company Inc. ($104.93K), and Silver Oak Securities Incorporated ($103.14K).

Institutional investors have bought a total of 817,932 shares in the last 24 months. This purchase volume represents approximately $4.79M in transactions.

Of the 20 institutional investors that sold PIMCO Strategic Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Osaic Holdings Inc. ($728.85K), Envestnet Asset Management Inc. ($152.94K), Mercer Global Advisors Inc. ADV ($79.06K), Mutual Advisors LLC ($49.23K), Citadel Advisors LLC ($43.94K), NewEdge Advisors LLC ($39.34K), and Milestone Asset Management LLC ($34.17K).

Institutional investors have sold a total of 1,302,962 shares in the last 24 months. This volume of shares sold represents approximately $7.96M in transactions.



Institutional ownership data for NYSE:RCS is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 6/3/2026. New 13F filings are added each quarter as they're published.
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