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Pimco California Muni Inc FD (XPCQX)

CUSIP: 72200N106 | US | 219 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Matisse Capital600,002
1.8% of portfolio›$4.6M
Hennion & Walsh Asset Management, Inc.505,534
0.1% of portfolio›$3.9M
Williams & Novak Wealth Management, LLC476,148
2.2% of portfolio›$3.7M
Altium Capital Management LLC333,093
3.7% of portfolio›$2.6M
Bank of New York Mellon Corp246,085
0.0% of portfolio›$1.9M
City of London Investment Management Co LTD201,590
0.1% of portfolio›$1.6M
Riverbridge Partners LLC182,196
0.0% of portfolio›$1.4M
Core Wealth Partners LLC163,790
0.5% of portfolio›$1.3M
Closed-End Fund Advisors, Inc.99,586
0.8% of portfolio›$767.8K
Wedbush Securities Inc87,360
0.0% of portfolio›$674
Ackerman Capital Advisors, LLC60,725
0.1% of portfolio›$468.2K
Rareview Capital LLC55,728
0.2% of portfolio›$429.7K
Whipplewood Advisors, LLC34,311
0.2% of portfolio›$264.5K
Atala Financial Inc29,229
0.1% of portfolio›$225.4K
Blue Bell Private Wealth Management, LLC27,597
0.0% of portfolio›$212.8K
Norden Group LLC24,946
0.0% of portfolio›$192.3K
Commonwealth Equity Services, LLC24,127
0.0% of portfolio›$186.0K
Cambridge Investment Research Advisors, Inc.19,311
0.0% of portfolio›$149
Farther Finance Advisors, LLC18,475
0.0% of portfolio›$142.4K
Tortoise Investment Management, LLC16,124
0.0% of portfolio›$124.3K
Seamount Financial Group Inc14,436
0.0% of portfolio›$111.3K
J.W. Cole Advisors, Inc.12,524
0.0% of portfolio›$96.6K
Granite Investment Partners, LLC12,108
0.0% of portfolio›$93.4K
Integris Wealth Management, LLC11,944
0.0% of portfolio›$92.1K
Naples Global Advisors, LLC11,300
0.0% of portfolio›$87.5K
Noble Wealth Management PBC10,933
0.0% of portfolio›$84.3K
Wolverine Asset Management LLC4,363
0.0% of portfolio›$33.6K
Ascentis Independent Advisors2,601
0.0% of portfolio›$20.1K
FNY Investment Advisers, LLC200
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Matisse Capital
600,002$4.6M1.8%ValueMediumPortland, OR2026-10-29
Hennion & Walsh Asset Management, Inc.
505,534$3.9M0.1%ValueMediumParsippany, NJ2026-10-13
Williams & Novak Wealth Management, LLC
476,148$3.7M2.2%ETFMediumWestlake Village, CA2026-10-09
Altium Capital Management LLC
333,093$2.6M3.7%YieldHighNew York, NY2026-11-04
Bank of New York Mellon Corp
246,085$1.9M0.0%CoreLowNew York, NY2026-11-05
City of London Investment Management Co LTD
201,590$1.6M0.1%YieldMediumLondon, United Kingdom2026-10-30
Riverbridge Partners LLC
182,196$1.4M0.0%GrowthLowMinneapolis, MN2026-11-05
Core Wealth Partners LLC
163,790$1.3M0.5%GrowthLowSanta Rosa, CA2026-11-02
Closed-End Fund Advisors, Inc.
99,586$767.8K0.8%YieldMediumRichmond, VA2026-11-04
Wedbush Securities Inc
87,360$6740.0%CoreLowPasadena, CA2026-10-22
Ackerman Capital Advisors, LLC
60,725$468.2K0.1%ETFLowDallas, TX2026-10-30
Rareview Capital LLC
55,728$429.7K0.2%YieldMediumLas Vegas, NV2026-11-05
Whipplewood Advisors, LLC
34,311$264.5K0.2%ETFLowLittleton, CO2026-10-20
Atala Financial Inc
29,229$225.4K0.1%CoreLowCalabasas, CA2026-10-22
Blue Bell Private Wealth Management, LLC
27,597$212.8K0.0%YieldVery LowBlue Bell, PA2026-10-29
Norden Group LLC
24,946$192.3K0.0%GrowthMediumProvo, UT2026-10-20
Commonwealth Equity Services, LLC
24,127$186.0K0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
19,311$1490.0%ETFLowFairfield, IA2026-11-02
Farther Finance Advisors, LLC
18,475$142.4K0.0%IndexLowSan Francisco, CA2026-10-08
Tortoise Investment Management, LLC
16,124$124.3K0.0%ETFLowWhite Plains, NY2026-11-06
Seamount Financial Group Inc
14,436$111.3K0.0%ETFLowColorado Springs, CO2026-10-21
J.W. Cole Advisors, Inc.
12,524$96.6K0.0%IndexLowTampa, FL2026-11-05
Granite Investment Partners, LLC
12,108$93.4K0.0%CoreMediumEl Segundo, CA2026-11-04
Integris Wealth Management, LLC
11,944$92.1K0.0%ETFVery LowMonterey, CA2026-10-14
Naples Global Advisors, LLC
11,300$87.5K0.0%CoreVery LowNaples, FL2026-11-05
Noble Wealth Management PBC
10,933$84.3K0.0%YieldMediumGreenwood Village, CO2026-10-01
Wolverine Asset Management LLC
4,363$33.6K0.0%Deep ValueVery HighChicago, IL2026-11-02
Ascentis Independent Advisors
2,601$20.1K0.0%ETFLowDallas, TX2026-11-03
FNY Investment Advisers, LLC
200$10.0%GrowthVery HighNew York, NY2026-10-16