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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 2026-03-31, 18,585,405 shares in all. 10 filers opened a position and 14 filers sold out during the quarter.

Managers
88
13F filers
88
New
10
Added
34
Reduced
23
Sold out
14
Shares held by filers
18,585,405

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, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC2,512,000$21.6M1.09%+64,93813F-HRTimeline
Karpus Management, Inc.1,778,933$15.3M0.48%+224,59013F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,442,771$12.4M0.1%+230,35313F-HRTimelineGroup
Advisors Asset Management, Inc.1,213,649$10.4M0.17%+289,42513F-HRTimeline
TORONTO DOMINION BANKin group TORONTO DOMINION BANK1,136,640$9.75M0.02%new13F-HRTimelineGroup
Matisse Capital866,413$7.43M3.18%-53,90513F-HRTimeline
Saba Capital Management, L.P.in group Saba Capital Management, L.P.692,065$5.94M0.19%-444,50613F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.690,484$5.92M0.2%-100,25413F-HRTimeline
Logan Stone Capital, LLC637,240$5.47M1.52%-174,44513F-HRTimeline
Almitas Capital LLC617,015$5.29M1.2%-23,59213F-HRTimeline
ROBINSON CAPITAL MANAGEMENT, LLC587,469$5.16M2.31%+203,63613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY471,607$4.05M<0.01%-4,78313F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC416,952$3.58M0.07%+25,41213F-HRTimelineGroup
Williams & Novak Wealth Management, LLC403,583$3.47M2.6%-14,77213F-HRTimeline
LPL Financial LLC343,966$2.95M<0.01%+60,73013F-HRTimeline
Verition Fund Management LLC338,158$2.9M0.03%-122,71413F-HRTimeline
Altium Capital Management LLC333,093$2.86M6.8%+74,00113F-HRTimeline
WHITEBOX ADVISORS LLC284,471$2.44M0.03%+88,99513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp246,050$2.11M<0.01%+913F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS224,269$1.92M0.08%+15,09313F-HRTimelineGroup
Professional Financial Management, Inc.206,231$1.77M1.84%+6,77913F-HRTimeline
CITY OF LONDON INVESTMENT MANAGEMENT CO…201,590$1.73M0.13%013F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.200,176$1.72M0.99%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp181,207$1.55M0.01%-156,08313F-HRTimelineGroup
Core Wealth Partners LLC163,735$1.4M0.65%+2613F-HRTimeline
RIVERBRIDGE PARTNERS LLC161,861$1.39M0.03%+15,74413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…145,728$1.25M<0.01%+9,23113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN121,374$1.04M<0.01%-19,54013F-HR/ATimelineGroup
Summit Financial, LLC109,220$941K0.01%+77,95113F-HRTimeline
Closed-End Fund Advisors, Inc.109,259$937K0.95%+12,90413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/101,671$872K<0.01%-5,95213F-HRTimelineGroup
Integrated Wealth Concepts LLC82,135$705K0.01%new13F-HRTimeline
Thomas J. Herzfeld Advisors, Inc.79,226$680K0.23%-141,97513F-HRTimeline
WEDBUSH SECURITIES INC78,946$677K0.02%+17,57613F-HRTimeline
Summit Trail Advisors, LLC78,597$674K0.01%new13F-HRTimeline
UBS Group AGin group UBS Group AG77,403$664K<0.01%+2,61513F-HRTimelineGroup
Ackerman Capital Advisors, LLC71,696$615K0.13%+11,44513F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…71,579$614K0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.68,470$587K<0.01%+1,22013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC59,928$514K<0.01%+3,38213F-HRTimelineGroup
PFG Investments, LLC57,854$496K0.02%+19,74813F-HRTimeline
Rareview Capital LLC55,652$478K0.28%+3613F-HRTimeline
Dakota Wealth Management50,885$437K0.01%+15,20013F-HR/ATimeline
EVOKE WEALTH, LLC45,484$392K0.01%-60013F-HRTimeline
Cambridge Investment Research Advisors,…36,584$314K<0.01%-8,85513F-HRTimeline
Intellectus Partners, LLC36,072$311K0.06%013F-HRTimeline
Ducere Wealth Management LLC35,288$303K0.12%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.34,000$292K<0.01%new13F-HRTimelineGroup
Catalina Capital Group, LLC32,700$281K0.17%+1613F-HRTimeline
HUB Investment Partners, LLC32,295$277K0.01%-3,10013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,610$271K<0.01%-7,21113F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP30,883$265K0.04%+1713F-HRTimeline
Financially in Tune, LLC29,980$257K0.22%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC28,713$246K0.04%013F-HRTimeline
Western Wealth Management, LLC28,416$244K0.01%new13F-HR/ATimeline
EVOLVE PRIVATE WEALTH, LLC26,239$225K0.01%-90913F-HRTimeline
NORDEN GROUP LLC24,946$214K0.02%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…24,132$207K<0.01%-5,11213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP23,328$200K<0.01%+9,94913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,135$198K<0.01%-11,03313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC22,792$196K<0.01%-2,77413F-HRTimeline
Farther Finance Advisors, LLC21,464$184K<0.01%+15,00013F-HRTimeline
Sowell Financial Services LLC21,084$181K0.01%+18413F-HRTimeline
Whipplewood Advisors, LLC20,479$176K0.09%+4713F-HRTimeline
MAI Capital Management20,100$172K<0.01%013F-HRTimeline
Choate Investment Advisors18,404$158K<0.01%013F-HRTimeline
Morse Asset Management, Inc17,544$151K0.03%+30913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC17,000$146K<0.01%013F-HRTimeline
Noble Wealth Management PBC14,756$127K0.06%-4,22013F-HRTimeline
Cetera Investment Advisers14,754$127K<0.01%-18,51413F-HRTimeline
SEAMOUNT FINANCIAL GROUP INC14,436$124K0.06%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/13,133$113K<0.01%-12,45613F-HRTimelineGroup
Pasadena Private Wealth, LLC12,500$107K0.01%013F-HRTimeline
Pure Financial Advisors, LLC12,379$106K<0.01%013F-HRTimeline
Granite Investment Partners, LLC12,108$104K0.01%new13F-HRTimeline
Marex Group Ltdin group Marex Group Ltd11,000$94.4K<0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC10,566$90.6K<0.01%+913F-HRTimeline
CWM, LLCin group CWM, LLC3,500$30K<0.01%+1,50013F-HRTimelineGroup
Smartleaf Asset Management LLC3,120$26.4K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC3,061$26.3K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,601$22.3K<0.01%new13F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT1,630$14K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.722$6.2K<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO701$5.92K<0.01%013F-HR/ATimelineGroup
Mascoma Wealth Management LLC252$2.16K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC200$1K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…62$532<0.01%new13F-HRTimelineGroup
WHITTIER TRUST CO1$4<0.01%013F-HRTimeline