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Disclosery

XPCQX PIMCO CALIF MUN INCOME FD

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COM (fund)

93 managers (93 13F filers) reported a position in XPCQX shares at 2025-12-31, 17,493,888 shares in all. 11 filers opened a position and 11 filers sold out during the quarter.

Managers
93
13F filers
93
New
11
Added
36
Reduced
18
Sold out
11
Shares held by filers
17,493,888

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC2,447,062$21.4M1.01%+68,76613F-HRTimeline
Karpus Management, Inc.1,554,343$13.6M0.42%+183,14113F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,212,418$10.6M0.08%+213,14913F-HRTimelineGroup
Saba Capital Management, L.P.in group Saba Capital Management, L.P.1,136,571$9.92M0.33%+57,54413F-HRTimelineGroup
Advisors Asset Management, Inc.924,224$8.07M0.14%-235,82713F-HR/ATimeline
Matisse Capital920,318$8.03M3.59%013F-HRTimeline
Logan Stone Capital, LLC811,685$7.09M1.75%+312,47713F-HRTimeline
Hennion & Walsh Asset Management, Inc.790,738$6.9M0.24%-269,36013F-HRTimeline
Almitas Capital LLC640,607$5.59M1.23%+487,60913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY476,390$4.16M<0.01%-57,04913F-HR/ATimelineGroup
Verition Fund Management LLC460,872$4.02M0.02%+304,67813F-HRTimeline
Williams & Novak Wealth Management, LLC418,355$3.65M2.75%-38,76313F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC391,540$3.42M0.07%+87,30313F-HRTimelineGroup
ROBINSON CAPITAL MANAGEMENT, LLC383,833$3.35M1.41%new13F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp337,290$2.94M0.01%-43,64913F-HRTimelineGroup
LPL Financial LLC283,236$2.47M<0.01%+39,42513F-HRTimeline
Altium Capital Management LLC259,092$2.26M8.94%new13F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp246,041$2.15M<0.01%-7313F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.221,201$1.93M0.65%+2,45813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS209,176$1.83M0.07%+176,38013F-HRTimelineGroup
CITY OF LONDON INVESTMENT MANAGEMENT CO…201,590$1.76M0.13%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.200,176$1.75M1.01%+22,50013F-HRTimeline
Professional Financial Management, Inc.199,452$1.74M1.97%13F-HRTimeline
WHITEBOX ADVISORS LLC195,476$1.71M0.03%+50,00013F-HRTimeline
Core Wealth Partners LLC163,709$1.43M0.64%+2613F-HRTimeline
RIVERBRIDGE PARTNERS LLC146,117$1.28M0.02%+45,26913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN140,914$1.23M<0.01%-1,20313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…136,497$1.19M<0.01%+10,36613F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/107,623$940K<0.01%+7,77513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC96,764$845K<0.01%new13F-HRTimelineGroup
Closed-End Fund Advisors, Inc.96,355$841K0.5%13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC88,740$775K0.01%+46,77113F-HRTimelineGroup
UBS Group AGin group UBS Group AG74,788$653K<0.01%-108,56713F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…71,579$625K0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.67,250$587K<0.01%-17,07113F-HRTimelineGroup
WEDBUSH SECURITIES INC61,370$536K0.02%+98113F-HRTimeline
Ackerman Capital Advisors, LLC60,251$526K0.11%+16,13413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,546$494K<0.01%-2,80313F-HRTimelineGroup
Rareview Capital LLC55,616$478K0.31%013F-HRTimeline
EVOKE WEALTH, LLC46,084$404K0.01%+2,82913F-HRTimeline
Cambridge Investment Research Advisors,…45,439$397K<0.01%-12,94613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA38,821$339K<0.01%+1,54513F-HRTimelineGroup
PFG Investments, LLC38,106$333K0.02%+8,36613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…37,587$328K0.02%+15,78313F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…36,924$322K<0.01%new13F-HRTimelineGroup
READYSTATE ASSET MANAGEMENT LP36,457$318K0.01%new13F-HRTimeline
Intellectus Partners, LLC36,072$316K0.06%013F-HRTimeline
Dakota Wealth Management35,685$312K0.01%+5,60013F-HR/ATimeline
HUB Investment Partners, LLC35,395$309K0.01%new13F-HRTimeline
Ducere Wealth Management LLC35,288$308K0.12%13F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.34,168$298K<0.01%-5,01313F-HRTimelineGroup
Cetera Investment Advisers33,268$290K<0.01%-40,79813F-HRTimeline
HRT FINANCIAL LP32,913$287K<0.01%+15,15113F-HRTimeline
Catalina Capital Group, LLC32,684$285K0.17%+2,85913F-HRTimeline
Summit Financial, LLC31,269$274K<0.01%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP30,866$269K0.04%+1713F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd30,102$263K0.01%+15,27213F-HRTimelineGroup
Financially in Tune, LLC29,980$262K0.24%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…29,244$258K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC28,713$251K0.04%+1,83113F-HRTimeline
IEQ CAPITAL, LLC28,578$249K<0.01%+34513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC27,148$238K0.01%13F-HRTimeline
DAVIDSON TRUST CO26,140$228K0.1%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/25,589$223K<0.01%-7,31013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC25,566$223K<0.01%-6,45113F-HRTimeline
NORDEN GROUP LLC24,946$218K0.02%013F-HRTimeline
Sowell Financial Services LLC20,900$182K0.01%-8,78613F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD20,623$180K<0.01%new13F-HRTimelineGroup
Whipplewood Advisors, LLC20,432$178K0.11%013F-HRTimeline
MAI Capital Management20,100$175K<0.01%+8,00013F-HRTimeline
Noble Wealth Management PBC18,976$166K0.08%-54813F-HRTimeline
Choate Investment Advisors18,404$161K<0.01%013F-HRTimeline
Morse Asset Management, Inc17,235$150K0.03%+7,63513F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC17,000$148K<0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.14,467$126K<0.01%+10313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP13,379$117K<0.01%013F-HRTimelineGroup
J.W. COLE ADVISORS, INC.12,524$109K<0.01%013F-HRTimeline
Pasadena Private Wealth, LLC12,500$109K0.01%new13F-HRTimeline
Pure Financial Advisors, LLC12,379$108K<0.01%013F-HRTimeline
HighTower Advisors, LLC10,557$92.2K<0.01%+913F-HRTimeline
Farther Finance Advisors, LLC6,464$56.4K<0.01%+3,35013F-HRTimeline
Elyxium Wealth, LLC4,947$43.2K0.01%new13F-HRTimeline
Smartleaf Asset Management LLC3,120$27.2K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC3,061$26.7K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management2,415$21.1K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC2,000$17K<0.01%013F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,630$14.2K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.722$6.3K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO701$6.12K<0.01%013F-HRTimelineGroup
Mascoma Wealth Management LLC252$2.2K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC200$1K<0.01%013F-HRTimeline
COMERICA BANK62$541<0.01%013F-HRTimeline
WHITTIER TRUST CO1$5<0.01%-53113F-HRTimeline