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Disclosery

XPCQX PIMCO CALIF MUN INCOME FD

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COM (fund)

88 managers (88 13F filers) reported a position in XPCQX shares at 2025-09-30, 15,872,116 shares in all. 42 filers opened a position and 6 filers sold out during the quarter.

Managers
88
13F filers
88
New
42
Added
34
Reduced
4
Sold out
6
Shares held by filers
15,872,116

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC2,378,296$20.7M1.18%+1,563,59313F-HRTimeline
Karpus Management, Inc.1,371,202$12M0.38%new13F-HRTimeline
Advisors Asset Management, Inc.1,160,051$10.1M0.17%+733,43113F-HR/ATimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,079,027$9.41M0.31%new13F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.1,060,098$9.24M0.33%+686,78113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC999,269$8.71M0.06%+575,29913F-HRTimelineGroup
Matisse Capital920,318$8.03M3.61%+769,01213F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK807,237$7.04M0.01%+760,82213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY533,439$4.65M<0.01%+188,40713F-HR/ATimelineGroup
Logan Stone Capital, LLC499,208$4.35M1.98%+356,88913F-HRTimeline
Williams & Novak Wealth Management, LLC457,118$3.99M3.07%+168,36313F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp380,939$3.32M0.01%+182,44913F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC304,237$2.65M0.05%new13F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp246,114$2.15M<0.01%+155,27013F-HRTimelineGroup
LPL Financial LLC243,811$2.13M<0.01%+139,55213F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.218,743$1.91M0.65%new13F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…201,590$1.76M0.13%new13F-HRTimeline
UBS Group AGin group UBS Group AG183,355$1.6M<0.01%+167,96913F-HRTimelineGroup
MELFA WEALTH MANAGEMENT, INC.177,676$1.55M0.91%+29,21313F-HRTimeline
Core Wealth Partners LLC163,683$1.43M0.66%+128,98813F-HRTimeline
Verition Fund Management LLC156,194$1.36M0.01%new13F-HRTimeline
Almitas Capital LLC152,998$1.33M0.31%-62,36413F-HR/ATimeline
WHITEBOX ADVISORS LLC145,476$1.27M0.02%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN142,117$1.24M<0.01%+125,29213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…126,131$1.1M<0.01%+96,13113F-HRTimelineGroup
RIVERBRIDGE PARTNERS LLC100,848$879K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC100,010$872K0.01%+77,91313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/99,848$871K<0.01%+89,99413F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.84,321$735K<0.01%+74,22113F-HRTimelineGroup
Balyasny Asset Management L.P.in group Balyasny Asset Management75,364$657K<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers74,066$646K<0.01%+55,06913F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…71,579$624K0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC60,389$527K0.02%+24,60513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,349$518K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…58,385$509K<0.01%+13,72313F-HRTimeline
Rareview Capital LLC55,616$478K0.29%new13F-HRTimeline
Ackerman Capital Advisors, LLC44,117$385K0.08%+31,89813F-HRTimeline
EVOKE WEALTH, LLC43,255$379K0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC41,969$366K0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,181$331K<0.01%+6513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA37,276$325K<0.01%+25,39613F-HRTimelineGroup
Intellectus Partners, LLC36,072$316K0.06%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/32,899$287K<0.01%+16,61113F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS32,796$286K0.01%-16,43013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC32,017$279K<0.01%new13F-HRTimeline
Summit Financial, LLC31,269$273K<0.01%new13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP30,849$269K0.04%new13F-HRTimeline
Dakota Wealth Management30,085$262K0.01%new13F-HR/ATimeline
Catalina Capital Group, LLC29,825$260K0.16%+17,18313F-HRTimeline
PFG Investments, LLC29,740$259K0.01%-25913F-HRTimeline
Sowell Financial Services LLC29,686$259K0.01%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,244$256K<0.01%+17,24413F-HRTimeline
IEQ CAPITAL, LLC28,233$246K<0.01%new13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC26,882$234K0.04%+21,63113F-HRTimeline
DAVIDSON TRUST CO26,140$228K0.09%013F-HRTimeline
NORDEN GROUP LLC24,946$218K0.02%013F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…21,804$190K0.01%+9,68613F-HRTimelineGroup
Whipplewood Advisors, LLC20,432$178K0.12%new13F-HRTimeline
Noble Wealth Management PBC19,524$170K0.09%13F-HRTimeline
Choate Investment Advisors18,404$160K<0.01%new13F-HRTimeline
HRT FINANCIAL LP17,762$154K<0.01%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd14,830$129K0.01%new13F-HRTimelineGroup
D.A. DAVIDSON & CO.14,364$125K<0.01%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,379$117K<0.01%new13F-HRTimelineGroup
ABOUND FINANCIAL, LLC13,036$114K0.05%new13F-HRTimeline
J.W. COLE ADVISORS, INC.12,524$109K<0.01%new13F-HRTimeline
Pure Financial Advisors, LLC12,379$108K<0.01%new13F-HRTimeline
MAI Capital Management12,100$106K<0.01%+7,00013F-HRTimeline
Permanent Capital Management, LP10,998$96.3K0.02%13F-HRTimeline
Northwest Financial Advisors10,787$94.1K0.12%013F-HRTimeline
HighTower Advisors, LLC10,548$92K<0.01%new13F-HRTimeline
Summit Trail Advisors, LLC10,305$90.2K<0.01%new13F-HRTimeline
Morse Asset Management, Inc9,600$83.7K0.02%-7,44713F-HRTimeline
Tortoise Investment Management, LLC6,264$54.6K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC3,114$27.2K<0.01%+2,00013F-HRTimeline
Golden State Wealth Management, LLC3,061$26.7K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,415$21.1K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,000$17K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,630$14.2K<0.01%013F-HRTimeline
Advisory Services Network, LLC1,623$14.2K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,404$12.2K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.777$6.78K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.722$6.3K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO701$6.11K<0.01%new13F-HR/ATimelineGroup
WHITTIER TRUST CO532$4.67K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC252$2.2K<0.01%new13F-HRTimeline
FNY Investment Advisers, LLC200$1K<0.01%013F-HRTimeline
COMERICA BANK62$541<0.01%+813F-HRTimeline