| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MORGAN STANLEY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| SOL Capital Management CO | 7 | 7 | 0.48% | 1.10% | 1.40% | Q1 2022 | Q3 2023 | 7 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.14% | 0.97% | 1.35% | Q1 2022 | Q3 2023 | 7 |
| ROYAL BANK OF CANADA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| Element Wealth, LLC | 7 | 7 | 2.31% | 2.57% | 2.96% | Q1 2022 | Q3 2023 | 7 |
| BANK OF AMERICA CORP /DE/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| Crumly & Associates Inc. | 7 | 7 | 0.22% | 0.49% | 1.15% | Q1 2022 | Q3 2023 | 7 |
| JOURNEY STRATEGIC WEALTH LLC | 7 | 7 | 0.04% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
| WELLS FARGO & COMPANY/MN | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| CORRADO ADVISORS, LLC | 7 | 7 | 1.75% | 2.08% | 2.53% | Q1 2022 | Q3 2023 | 7 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
| UBS Group AG | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
| WEDBUSH SECURITIES INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
| Lido Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| Rockefeller Capital Management L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
| Hilton Capital Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
| OSAIC HOLDINGS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
| COHEN & STEERS, INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
| Single Point Partners, LLC | 5 | 5 | 0.04% | 0.09% | 0.25% | Q3 2022 | Q3 2023 | 5 |
| Mathes Company, Inc. | 3 | 2 | 0.09% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 5 |
| Penserra Capital Management LLC | 5 | 5 | 0.22% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
| TOMPKINS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
| Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| STIFEL FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
| LPL Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| Cerity Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 4 | 4 | 0.01% | 0.07% | 0.15% | Q3 2022 | Q2 2023 | 4 |
| Tortoise Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
| Raleigh Capital Management Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
| Sigma Planning Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| FNY Investment Advisers, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
| Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
| Versant Capital Management, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| Advisors Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
| Consolidated Portfolio Review Corp | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
| Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.17% | 0.21% | 0.26% | Q2 2023 | Q3 2023 | 2 |
| Cresset Asset Management, LLC | 2 | 2 | 0.01% | 0.15% | 0.29% | Q3 2022 | Q4 2022 | 2 |
| JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
| Ulrich Consultants & Investment Group, LLC | 2 | 2 | 5.60% | 6.74% | 7.89% | Q2 2022 | Q3 2022 | 2 |
| CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Almitas Capital LLC | 2 | 2 | 0.08% | 0.26% | 0.44% | Q1 2022 | Q2 2022 | 2 |
| IFP Advisors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
| Covington Capital Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
| CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
| BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
| Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| FMR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
| Azimuth Capital Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
| COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Weiss Asset Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
| MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
| Carmel Capital Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own PIMCO ACCESS INCOME FUND or have owned PIMCO ACCESS INCOME FUND in the past.