DOSSIER · 13F Holders · Q2 2026
PONPX

PIMCO FDS INCM FD P

7 institutions still hold PIMCO FDS INCM FD P as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201M719·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$15M
visible holders
Holders
7
filers reporting
Concentration
60.41%
Wealthspire Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported PONPX in Q2 2026. Wealthspire Advisors, LLC leads at 60.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Wealthspire Advisors, LLC
CIK 0001646247
$9M862K0.05%Q2 2026
02
NOTTINGHAM ADVISORS, INC.
CIK 0001093276
$6M527K0.68%Q2 2026
03
Private Capital Advisors, Inc.
CIK 0001350780
$180K17K0.02%Q2 2026
04
McIlrath & Eck, LLC
CIK 0001701714
$132K12K0.01%Q1 2026
05
Oakworth Capital, Inc.
CIK 0001588871
$52K5K0.00%Q2 2026
06
Financial Gravity Asset Management, Inc.
CIK 0001741736
$43K4K0.01%Q1 2026
07
Financial Gravity Companies, Inc.
CIK 0001377167
$3K2820.00%Q2 2026