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Disclosery

XPCQX PIMCO CALIF MUN INCOME FD

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COM (fund)

51 managers (51 13F filers) reported a position in XPCQX shares at 2025-06-30, 4,592,466 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
51
13F filers
51
New
9
Added
16
Reduced
14
Sold out
7
Shares held by filers
4,592,466

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RIVERNORTH CAPITAL MANAGEMENT, LLC814,703$7M0.39%+55,30013F-HRTimeline
Advisors Asset Management, Inc.426,620$3.66M0.07%-128,41813F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC423,970$3.64M0.03%+110,15613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.373,317$3.21M0.13%+45,59313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY345,032$2.96M<0.01%-5,13513F-HRTimelineGroup
Williams & Novak Wealth Management, LLC288,755$2.48M2.11%+81,50013F-HRTimeline
Almitas Capital LLC215,362$1.85M0.47%+10,87313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp198,490$1.71M0.01%-1,11913F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC188,997$1.62M0.68%new13F-HRTimeline
Matisse Capital151,306$1.3M0.61%+77,85413F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.148,463$1.28M0.81%013F-HRTimeline
Logan Stone Capital, LLC142,319$1.22M0.58%-50,05313F-HRTimeline
LPL Financial LLC104,259$896K<0.01%+12,84413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp90,844$780K<0.01%+15,87613F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS49,226$423K0.02%-10,08513F-HRTimelineGroup
TORONTO DOMINION BANKin group TORONTO DOMINION BANK46,415$399K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…44,662$384K<0.01%-3,19613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,116$336K<0.01%+9,00013F-HR/ATimelineGroup
Level Wealth Management LLC38,713$333K0.19%new13F-HRTimeline
WEDBUSH SECURITIES INC35,784$307K0.01%+3,72213F-HRTimeline
Core Wealth Partners LLC34,695$298K0.15%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…30,000$258K<0.01%+3,00013F-HR/ATimelineGroup
PFG Investments, LLC29,999$258K0.02%-6,64513F-HRTimeline
DAVIDSON TRUST CO26,140$225K0.1%013F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC25,397$217K0.01%-15,46313F-HRTimelineGroup
NORDEN GROUP LLC24,946$214K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC22,097$190K<0.01%+3013F-HRTimeline
Cetera Investment Advisers18,997$163K<0.01%-1,90013F-HRTimeline
Morse Asset Management, Inc17,047$146K0.03%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN16,825$145K<0.01%+2,00113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/16,288$140K<0.01%+62913F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC16,197$139K<0.01%-8,48413F-HRTimelineGroup
UBS Group AGin group UBS Group AG15,386$132K<0.01%-12,23613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,090$112K<0.01%new13F-HRTimelineGroup
Catalina Capital Group, LLC12,642$109K0.07%new13F-HRTimeline
Ackerman Capital Advisors, LLC12,219$105K0.02%-1,53113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…12,000$104K<0.01%new13F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…12,118$104K0.01%-21,66513F-HRTimelineGroup
Creative Planningin group Creative Planning12,060$104K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA11,880$102K<0.01%+813F-HR/ATimelineGroup
Northwest Financial Advisors10,787$92.7K0.13%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,100$86.8K<0.01%new13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/9,854$84.6K<0.01%-17,72513F-HRTimelineGroup
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC5,251$45.1K0.01%+4,34113F-HRTimeline
MAI Capital Management5,100$43.8K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC2,000$17K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,630$14K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,114$9.57K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC200$1K<0.01%013F-HRTimeline
COMERICA BANK54$464<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.