As of the latest SEC filings, INDYMAC INDX MORTGAGE LOAN TRU (INDX) is held by 61 institutional funds. The largest fund shareholder is PIMCO Income Fund (PIINX), holding an estimated $6,525,939.67 in market value, representing a significant portion of its portfolio.
Funds holding INDYMAC INDX MORTGAGE LOAN TRU (INDX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- INDX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PIINX
PIMCO Income Fund
|
MF | PIMCO | 0.00% | $6,525,939.67 | 6,713,849 | Mar 31, 2026 | May 29, 2026 |
|
DBLTX
DoubleLine Total Return Bond Fund
|
MF | Independent / Boutique | 0.01% | $3,635,646.56 | 4,461,958 | Mar 31, 2026 | May 28, 2026 |
|
DBLTX
DoubleLine Total Return Bond Fund
|
MF | Independent / Boutique | 0.01% | $3,562,765.80 | 3,652,124 | Mar 31, 2026 | May 28, 2026 |
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.03% | $2,884,743.73 | 3,050,694 | Feb 28, 2026 | Apr 16, 2026 |
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.03% | $2,859,748.73 | 3,100,178 | Feb 28, 2026 | Apr 16, 2026 |
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.03% | $2,779,672.68 | 4,107,762 | Feb 28, 2026 | Apr 16, 2026 |
|
ANGLX
Angel Oak Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.11% | $2,777,619.34 | 3,533,349 | Apr 30, 2026 | Jun 26, 2026 |
|
PIINX
PIMCO Income Fund
|
MF | PIMCO | 0.00% | $2,089,602.55 | 4,013,112 | Mar 31, 2026 | May 29, 2026 |
|
PDI
N/A
|
CEF | PIMCO | 0.02% | $1,774,750.34 | 1,829,073 | Mar 31, 2026 | May 29, 2026 |
|
PIINX
PIMCO Income Fund
|
MF | PIMCO | 0.00% | $1,694,318.88 | 1,746,180 | Mar 31, 2026 | May 29, 2026 |
|
RCTRX
Regan Total Return Income Fund
|
MF | Independent / Boutique | 0.07% | $1,581,173.89 | 1,631,715 | Mar 31, 2026 | Jun 1, 2026 |
|
ANGLX
Angel Oak Multi-Strategy Income Fund
|
MF | Independent / Boutique | 0.06% | $1,538,361.19 | 2,652,273 | Apr 30, 2026 | Jun 26, 2026 |
|
RCTRX
Regan Total Return Income Fund
|
MF | Independent / Boutique | 0.07% | $1,531,290.16 | 1,768,522 | Mar 31, 2026 | Jun 1, 2026 |
|
RCTRX
Regan Total Return Income Fund
|
MF | Independent / Boutique | 0.07% | $1,521,829.51 | 2,260,129 | Mar 31, 2026 | Jun 1, 2026 |
|
OWCIX
Old Westbury Credit Income Fund
|
MF | Independent / Boutique | 0.06% | $1,422,936.90 | 1,123,451 | Apr 30, 2026 | Jun 26, 2026 |
|
-
PIMCO ABS and Short-Term Investments Portfolio
|
ETF | PIMCO | 0.02% | $1,382,019.88 | 1,765,367 | Mar 31, 2026 | May 29, 2026 |
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.01% | $1,380,294.07 | 2,648,310 | Feb 28, 2026 | Apr 16, 2026 |
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.01% | $1,152,987.03 | 1,328,746 | Feb 28, 2026 | Apr 16, 2026 |
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.01% | $1,144,120.86 | 1,822,644 | Feb 28, 2026 | Apr 16, 2026 |
|
RCTRX
Regan Total Return Income Fund
|
MF | Independent / Boutique | 0.05% | $1,063,521.74 | 1,095,532 | Mar 31, 2026 | Jun 1, 2026 |
|
PIINX
PIMCO Income Fund
|
MF | PIMCO | 0.00% | $929,632.45 | 1,140,920 | Mar 31, 2026 | May 29, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.00% | $893,947.08 | 921,178 | Apr 30, 2026 | Jun 26, 2026 |
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.01% | $893,618.60 | 1,677,265 | Feb 28, 2026 | Apr 16, 2026 |
|
BOND
PIMCO Active Bond Exchange-Traded Fund
|
ETF | PIMCO | 0.01% | $834,230.11 | 1,327,679 | Mar 31, 2026 | May 29, 2026 |
|
PTIAX
Performance Trust Total Return Bond Fund
|
MF | Independent / Boutique | 0.01% | $770,456.74 | 988,143 | Feb 28, 2026 | Apr 16, 2026 |
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