DOSSIER · 13F Holders · Q1 2026
PIMIX

Pimco Income Fund

11 institutions still hold Pimco Income Fund as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201F490·11 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$10M
visible holders
Holders
11
filers reporting
Concentration
51.78%
LIBERTY WEALTH MANAGEMENT LLC #1
top holder share
AI Holders Summary · Q1 2026

11 institutions reported PIMIX in Q1 2026. LIBERTY WEALTH MANAGEMENT LLC leads at 51.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
LIBERTY WEALTH MANAGEMENT LLC
CIK 0001769302
$5M470K0.63%Q1 2026
02
Wealthspire Advisors, LLC
CIK 0001646247
$2M226K0.01%Q2 2026
03
CONNORS INVESTOR SERVICES INC
CIK 0000884548
$554K51K0.05%Q1 2026
04
Redwood Wealth Management Group, LLC
CIK 0001963839
$533K49K0.23%Q1 2026
05
Ethos Financial Group, LLC
CIK 0001954242
$501K47K0.03%Q2 2026
06
Grey Ledge Advisors, LLC
CIK 0001660694
$266K25K0.05%Q2 2026
07
FIRST MERCHANTS CORP
CIK 0000712534
$160K15K0.01%Q2 2026
08
Motiv8 Investments LLC
CIK 0002024873
$76K7K0.04%Q4 2025
09
Financial Gravity Companies, Inc.
CIK 0001377167
$66K6K0.01%Q2 2026
10
Financial Gravity Asset Management, Inc.
CIK 0001741736
$65K6K0.01%Q1 2026
11
McIlrath & Eck, LLC
CIK 0001701714
$51K5K0.00%Q1 2026