DOSSIER · 13F Holders · Q1 2026
PWLIX

PIMCO RAE WORLDWIDE LONG/SHORT PLUS INST

2 institutions still hold PIMCO RAE WORLDWIDE LONG/SHORT PLUS INST as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72202E609·2 13F holders·last filed Mar 31, 2026
Market cap
13F value held
$61K
visible holders
Holders
2
filers reporting
Concentration
52.28%
Financial Gravity Asset Management, Inc. #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported PWLIX in Q1 2026. Financial Gravity Asset Management, Inc. leads at 52.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Financial Gravity Asset Management, Inc.
CIK 0001741736
$32K4K0.01%Q1 2026
02
Financial Gravity Companies, Inc.
CIK 0001377167
$29K4K0.01%Q2 2025