PIMCO Global StocksPLUS & Income Fund - PGP
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 345,951 | 3,158 | 0.15% | 0.17% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 177,391 | 1,619 | 0.0% | 0.0% | 2 | +14,627 | 8.99% | Q4 2025 | Feb 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 155,363 | 1,418 | 0.01% | 0.01% | 3 | -51,065 | -24.74% | Q4 2025 | Feb 17, 2026 |
| COHEN & STEERS, INC. | History | No change | 138,801 | 1,267 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Reduced | 130,968 | 1,195 | 0.0% | 0.0% | 5 | -9,754 | -6.93% | Q4 2025 | Feb 13, 2026 |
| Shaker Financial Services, LLC | History | Added to | 113,811 | 1,044 | 0.33% | 0.18% | 6 | +51,186 | 81.73% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 89,886 | 820 | 0.0% | 0.0% | 7 | +42,097 | 88.09% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Added to | 80,462 | 734 | 0.0% | 0.0% | 8 | +462 | 0.58% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 79,392 | 724 | 0.0% | 0.0% | 9 | -17,221 | -17.82% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 79,093 | 722 | 0.0% | 0.0% | 10 | -16,939 | -17.64% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 43,337 | 395 | 0.0% | 0.0% | 11 | -1,600 | -3.56% | Q4 2025 | Feb 18, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 37,784 | 344 | 0.04% | 0.04% | 12 | -3,676 | -8.87% | Q4 2025 | Jan 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 29,895 | 272 | 0.0% | 0.0% | 13 | -753 | -2.46% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 25,207 | 230 | 0.0% | 0.0% | 14 | +276 | 1.11% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | New | 24,266 | 222 | 0.0% | — | 15 | +24,266 | New | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,880 | 199 | 0.0% | 0.0% | 16 | -23 | -0.11% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 15,401 | 140 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 13,985 | 127 | 0.09% | 0.08% | 18 | +1,000 | 7.7% | Q4 2025 | Feb 17, 2026 |
| Owen LaRue, LLC | History | Added to | 11,729 | 107 | 0.04% | 0.04% | 19 | +156 | 1.35% | Q4 2025 | Feb 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,027 | 100 | 0.0% | 0.0% | 20 | +204 | 1.88% | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 9,400 | 85 | 0.0% | 0.0% | 21 | +300 | 3.3% | Q4 2025 | Jan 13, 2026 |
| MAI Capital Management | History | No change | 4,542 | 41 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | New | 1,789 | 16 | 0.0% | — | 23 | +1,789 | New | Q4 2025 | Jan 26, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,000 | 9 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Triumph Capital Management | History | New | 700 | 6 | 0.0% | — | 25 | +700 | New | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 302 | 2 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FNY Investment Advisers, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Jan 15, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,499 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,927 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -112 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allworth Financial LP | History | New | 100 | 0 | — | — | — | +100 | New | Q4 2025 | Feb 05, 2026 |