5 institutions reported holding $15.3M of PIMCO FDS INCM FD P (PONPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Wealthspire Advisors, LLC ($9.4M), NOTTINGHAM ADVISORS, INC. ($5.7M), Private Capital Advisors, Inc. ($180,222), OAKWORTH CAPITAL, INC. ($52,096), Financial Gravity Companies, Inc. ($3,067). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Wealthspire Advisors, LLC | $9.4M | 862,210 | New |
| 2 | NOTTINGHAM ADVISORS, INC. | $5.7M | 527,140 | New |
| 3 | Private Capital Advisors, Inc. | $180,222 | 16,595 | Hold |
| 4 | OAKWORTH CAPITAL, INC. | $52,096 | 4,806 | Trimmed |
| 5 | Financial Gravity Companies, Inc. | $3,067 | 282 | New |
Source: SEC Form 13F filings · as of 2026-06-30