Vault-13

PIMCO INCOME INSTL PIMIX

BOND FUNDS · Open-End Fund · CUSIP 72201F490

7 institutional holders -4 vs Q1 2026
845,568845.6k shares reported held*
$9.1mreported value*
3 new 1 added 0 reduced 6 sold out net bought ≈ $591.0k (+54.4k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $10.81.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

051015Q3 22: 2Q4 22: 4Q1 23: 3Q2 23: 4Q3 23: 4Q4 23: 6Q1 24: 2Q2 24: 3Q3 24: 5Q4 24: 5Q1 25: 4Q2 25: 8Q3 25: 8Q4 25: 7Q1 26: 11Q2 26: 77Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20222
Q4 20224
Q1 20233
Q2 20234
Q3 20234
Q4 20236
Q1 20242
Q2 20243
Q3 20245
Q4 20245
Q1 20254
Q2 20258
Q3 20258
Q4 20257
Q1 202611
Q2 20267

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
10010Q3 24: 2 bought or addedQ3 24: 1 cut or sold outQ4 24: 2 bought or addedQ4 24: 2 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 2 cut or sold outQ2 25: 6 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 4 cut or sold outQ4 25: 3 bought or addedQ4 25: 4 cut or sold outQ4 25Q1 26: 8 bought or addedQ1 26: 1 cut or sold outQ2 26: 4 bought or addedQ2 26: 6 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202421
Q4 202422
Q1 202522
Q2 202560
Q3 202534
Q4 202534
Q1 202681
Q2 202646

Biggest buyers

Wealthspire Advisors, LLC New +225,648+225.6k
Ethos Financial Group, LLC New +46,817+46.8k
Grey Ledge Advisors, LLC New +24,536+24.5k
CONNORS INVESTOR SERVICES INC Added +6,027+6.0k

Biggest sellers

EVERETT HARRIS & CO /CA/ Sold out -82,252-82.3k
Garton & Associates Financial Advisors LLC Sold out -65,019-65.0k
Redwood Wealth Management Group, LLC Sold out -49,440-49.4k
OAKWORTH CAPITAL, INC. Sold out -34,763-34.8k
PSI Advisors, LLC Sold out -15,332-15.3k
Estabrook Capital Management Sold out -1,805-1.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LIBERTY WEALTH MANAGEMENT LLC 0.63% of their portfolio OAKLAND, CA 470,399470.4k $5.1m $5.1m 0.63% Unchanged
2 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 225,648225.6k $2.5m $2.5m 0.01% New
3 CONNORS INVESTOR SERVICES INC 0.05% of their portfolio WYOMISSING, PA 57,41357.4k $623.5k $623.5k 0.05% Added +6.0k +6,027
4 Ethos Financial Group, LLC 0.03% of their portfolio KING OF PRUSSIA, PA 46,81746.8k $501.4k $501.4k 0.03% New
5 Grey Ledge Advisors, LLC 0.05% of their portfolio GUILFORD, CT 24,53624.5k $266.5k $266.5k 0.05% New
6 FIRST MERCHANTS CORP 0.01% of their portfolio Muncie, IN 14,69814.7k $159.6k $159.6k 0.01% Unchanged
7 Financial Gravity Companies, Inc. 0.01% of their portfolio Lakeway, TX 6,0576.1k $65.8k $65.8k 0.01% First filing