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Pimco California Muni Inc FD (XPCQX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Matisse Capital
DECREASED
Shares600,002 from 848,717
Change-248,715 (-29%)
Value$4.6M (-$3.0M)
Filed 2026-10-29
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares505,534 from 538,721
Change-33,187 (-6%)
Value$3.9M (-$934.7K)
Filed 2026-10-13
Williams & Novak Wealth Management, LLC
INCREASED
Shares476,148 from 365,198
Change+110,950 (+30%)
Value$3.7M (+$395.3K)
Filed 2026-10-09
LPL Financial LLC
DECREASED
Shares418,708 from 422,807
Change-4,099 (-1%)
Value$3.2M (-$564.3K)
Filed 2026-11-06
Altium Capital Management LLC
UNCHANGED
Shares333,093 from 333,093
Change0 (0%)
Value$2.6M (-$419.7K)
Filed 2026-11-04
Bank of New York Mellon Corp
INCREASED
Shares246,085 from 246,042
Change+43 (+0%)
Value$1.9M (-$309.7K)
Filed 2026-11-05
City of London Investment Management Co LTD
UNCHANGED
Shares201,590 from 201,590
Change0 (0%)
Value$1.6M (-$254.0K)
Filed 2026-10-30
Melfa Wealth Management, Inc.
UNCHANGED
Shares193,424 from 193,424
Change0 (0%)
Value$1.5M (-$243.7K)
Filed 2026-11-06
Riverbridge Partners LLC
INCREASED
Shares182,196 from 161,369
Change+20,827 (+13%)
Value$1.4M (-$42.7K)
Filed 2026-11-05
Core Wealth Partners LLC
INCREASED
Shares163,790 from 163,762
Change+28 (+0%)
Value$1.3M (-$206.1K)
Filed 2026-11-02
Closed-End Fund Advisors, Inc.
DECREASED
Shares99,586 from 104,576
Change-4,990 (-5%)
Value$767.8K (-$170.2K)
Filed 2026-11-04
Wedbush Securities Inc
DECREASED
Shares87,360 from 88,333
Change-973 (-1%)
Value$674 (-$791.3K)
Filed 2026-10-22
Ackerman Capital Advisors, LLC
INCREASED
Shares60,725 from 49,735
Change+10,990 (+22%)
Value$468.2K (+$22.1K)
Filed 2026-10-30
Rareview Capital LLC
INCREASED
Shares55,728 from 55,690
Change+38 (+0%)
Value$429.7K (-$48.7K)
Filed 2026-11-05
Whipplewood Advisors, LLC
INCREASED
Shares34,311 from 21,442
Change+12,869 (+60%)
Value$264.5K (+$72.2K)
Filed 2026-10-20
Atala Financial Inc
NEW
Shares29,229
Change+29,229
Value$225.4K
Filed 2026-10-22
Blue Bell Private Wealth Management, LLC
DECREASED
Shares27,597 from 28,713
Change-1,116 (-4%)
Value$212.8K (-$44.8K)
Filed 2026-10-29
Norden Group LLC
UNCHANGED
Shares24,946 from 24,946
Change0 (0%)
Value$192.3K (-$31.4K)
Filed 2026-10-20
Commonwealth Equity Services, LLC
INCREASED
Shares24,127 from 23,992
Change+135 (+1%)
Value$186.0K (-$29.2K)
Filed 2026-11-02
Fiera Capital Corp
DECREASED
Shares22,825 from 174,853
Change-152,028 (-87%)
Value$176.0K (-$1.4M)
Filed 2026-11-06
PNC Financial Services Group, Inc.
NEW
Shares21,268
Change+21,268
Value$164.0K
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares19,311 from 19,692
Change-381 (-2%)
Value$149 (-$176.9K)
Filed 2026-11-02
Farther Finance Advisors, LLC
DECREASED
Shares18,475 from 19,489
Change-1,014 (-5%)
Value$142.4K (-$32.3K)
Filed 2026-10-08
Tortoise Investment Management, LLC
INCREASED
Shares16,124 from 13,864
Change+2,260 (+16%)
Value$124.3K (-$44)
Filed 2026-11-06
Seamount Financial Group Inc
UNCHANGED
Shares14,436 from 14,436
Change0 (0%)
Value$111.3K (-$18.2K)
Filed 2026-10-21
J.W. Cole Advisors, Inc.
UNCHANGED
Shares12,524 from 12,524
Change0 (0%)
Value$96.6K (-$15.8K)
Filed 2026-11-05
Granite Investment Partners, LLC
NEW
Shares12,108
Change+12,108
Value$93.4K
Filed 2026-11-04
Integris Wealth Management, LLC
NEW
Shares11,944
Change+11,944
Value$92.1K
Filed 2026-10-14
Naples Global Advisors, LLC
NEW
Shares11,300
Change+11,300
Value$87.5K
Filed 2026-11-05
Noble Wealth Management PBC
DECREASED
Shares10,933 from 13,654
Change-2,721 (-20%)
Value$84.3K (-$38.2K)
Filed 2026-10-01
Wolverine Asset Management LLC
NEW
Shares4,363
Change+4,363
Value$33.6K
Filed 2026-11-02
Ascentis Independent Advisors
INCREASED
Shares2,601 from 601
Change+2,000 (+333%)
Value$20.1K (+$14.7K)
Filed 2026-11-03
FNY Investment Advisers, LLC
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$1 ($0)
Filed 2026-10-16
Professional Financial Management, Inc.
CLOSED
Shares0 from 200,576
Change-200,576 (-100%)
Value$0 (-$1.8M)
Filed 2026-10-22
HUB Investment Partners, LLC
CLOSED
Shares0 from 32,295
Change-32,295 (-100%)
Value$0 (-$289.7K)
Filed 2026-11-03
Sowell Financial Services LLC
CLOSED
Shares0 from 19,921
Change-19,921 (-100%)
Value$0 (-$178.7K)
Filed 2026-10-23
Mascoma Wealth Management LLC
CLOSED
Shares0 from 252
Change-252 (-100%)
Value$0 (-$2.3K)
Filed 2026-10-23
Rivernorth Capital Management, LLC
N/A
Shares— from 2,575,012
Change-2,575,012 (-100%)
Value—
Karpus Management, Inc.
N/A
Shares— from 2,031,479
Change-2,031,479 (-100%)
Value—
Advisors Asset Management, Inc.
N/A
Shares— from 1,652,372
Change-1,652,372 (-100%)
Value—
Guggenheim Capital LLC
N/A
Shares— from 1,180,693
Change-1,180,693 (-100%)
Value—
Toronto Dominion Bank
N/A
Shares— from 1,157,410
Change-1,157,410 (-100%)
Value—
Saba Capital Management, L.P.A
N/A
Shares— from 725,010
Change-725,010 (-100%)
Value—
Almitas Capital LLC
N/A
Shares— from 710,604
Change-710,604 (-100%)
Value—
Robinson Capital Management, LLC
N/A
Shares— from 637,256
Change-637,256 (-100%)
Value—
Logan Stone Capital, LLC
N/A
Shares— from 476,434
Change-476,434 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 434,930
Change-434,930 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 421,952
Change-421,952 (-100%)
Value—
Whitebox Advisors LLC
N/A
Shares— from 284,471
Change-284,471 (-100%)
Value—
First Foundation Advisors
N/A
Shares— from 223,993
Change-223,993 (-100%)
Value—
Thomas J. Herzfeld Advisors, Inc.
N/A
Shares— from 185,469
Change-185,469 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 165,869
Change-165,869 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 125,369
Change-125,369 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 114,175
Change-114,175 (-100%)
Value—
UBS Group AG
N/A
Shares— from 95,756
Change-95,756 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 84,115
Change-84,115 (-100%)
Value—
Summit Financial, LLC
N/A
Shares— from 80,106
Change-80,106 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 78,189
Change-78,189 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 75,766
Change-75,766 (-100%)
Value—
Capstone Investment Advisors, LLC
N/A
Shares— from 71,579
Change-71,579 (-100%)
Value—
Stonebridge Financial Group, LLC
N/A
Shares— from 71,576
Change-71,576 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 70,057
Change-70,057 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 69,894
Change-69,894 (-100%)
Value—
Dakota Wealth Management
N/A
Shares— from 59,585
Change-59,585 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 53,776
Change-53,776 (-100%)
Value—
PFG Investments, LLC
N/A
Shares— from 52,557
Change-52,557 (-100%)
Value—
MAI Capital Management
N/A
Shares— from 43,554
Change-43,554 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 43,032
Change-43,032 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 42,030
Change-42,030 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 37,755
Change-37,755 (-100%)
Value—
Intellectus Partners, LLC
N/A
Shares— from 36,072
Change-36,072 (-100%)
Value—
Ducere Wealth Management LLC
N/A
Shares— from 35,288
Change-35,288 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 27,574
Change-27,574 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 22,237
Change-22,237 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 20,569
Change-20,569 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 19,591
Change-19,591 (-100%)
Value—
Morse Asset Management, Inc
N/A
Shares— from 18,715
Change-18,715 (-100%)
Value—
Choate Investment Advisors
N/A
Shares— from 18,404
Change-18,404 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 17,838
Change-17,838 (-100%)
Value—
Wellspring Financial Advisors, LLC
N/A
Shares— from 17,460
Change-17,460 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 14,835
Change-14,835 (-100%)
Value—
Pasadena Private Wealth, LLC
N/A
Shares— from 12,500
Change-12,500 (-100%)
Value—
Pure Financial Advisors, LLC
N/A
Shares— from 12,379
Change-12,379 (-100%)
Value—
Mutual Advisors, LLC
N/A
Shares— from 10,802
Change-10,802 (-100%)
Value—
BFC Planning, Inc.
N/A
Shares— from 4,592
Change-4,592 (-100%)
Value—
Hurricane Capital Advisors LLC
N/A
Shares— from 3,827
Change-3,827 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 3,120
Change-3,120 (-100%)
Value—
Hollencrest Capital Management
N/A
Shares— from 1,630
Change-1,630 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 701
Change-701 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 1
Change-1 (-100%)
Value—
Status
Matisse Capital
DECREASED600,002848,717-248,715-29%$7.6M$4.6M-$3.0M2026-10-29
Hennion & Walsh Asset Management, Inc.
DECREASED505,534538,721-33,187-6%$4.8M$3.9M-$934.7K2026-10-13
Williams & Novak Wealth Management, LLC
INCREASED476,148365,198+110,950+30%$3.3M$3.7M+$395.3K2026-10-09
LPL Financial LLC
DECREASED418,708422,807-4,099-1%$3.8M$3.2M-$564.3K2026-11-06
Altium Capital Management LLC
UNCHANGED333,093333,09300%$3.0M$2.6M-$419.7K2026-11-04
Bank of New York Mellon Corp
INCREASED246,085246,042+43+0%$2.2M$1.9M-$309.7K2026-11-05
City of London Investment Management Co LTD
UNCHANGED201,590201,59000%$1.8M$1.6M-$254.0K2026-10-30
Melfa Wealth Management, Inc.
UNCHANGED193,424193,42400%$1.7M$1.5M-$243.7K2026-11-06
Riverbridge Partners LLC
INCREASED182,196161,369+20,827+13%$1.4M$1.4M-$42.7K2026-11-05
Core Wealth Partners LLC
INCREASED163,790163,762+28+0%$1.5M$1.3M-$206.1K2026-11-02
Closed-End Fund Advisors, Inc.
DECREASED99,586104,576-4,990-5%$938.0K$767.8K-$170.2K2026-11-04
Wedbush Securities Inc
DECREASED87,36088,333-973-1%$792.0K$674-$791.3K2026-10-22
Ackerman Capital Advisors, LLC
INCREASED60,72549,735+10,990+22%$446.1K$468.2K+$22.1K2026-10-30
Rareview Capital LLC
INCREASED55,72855,690+38+0%$478.4K$429.7K-$48.7K2026-11-05
Whipplewood Advisors, LLC
INCREASED34,31121,442+12,869+60%$192.3K$264.5K+$72.2K2026-10-20
Atala Financial Inc
NEW29,229—+29,229——$225.4K—2026-10-22
Blue Bell Private Wealth Management, LLC
DECREASED27,59728,713-1,116-4%$257.6K$212.8K-$44.8K2026-10-29
Norden Group LLC
UNCHANGED24,94624,94600%$223.8K$192.3K-$31.4K2026-10-20
Commonwealth Equity Services, LLC
INCREASED24,12723,992+135+1%$215.2K$186.0K-$29.2K2026-11-02
Fiera Capital Corp
DECREASED22,825174,853-152,028-87%$1.6M$176.0K-$1.4M2026-11-06
PNC Financial Services Group, Inc.
NEW21,268—+21,268——$164.0K—2026-11-06
Cambridge Investment Research Advisors, Inc.
DECREASED19,31119,692-381-2%$177.0K$149-$176.9K2026-11-02
Farther Finance Advisors, LLC
DECREASED18,47519,489-1,014-5%$174.7K$142.4K-$32.3K2026-10-08
Tortoise Investment Management, LLC
INCREASED16,12413,864+2,260+16%$124.4K$124.3K-$442026-11-06
Seamount Financial Group Inc
UNCHANGED14,43614,43600%$129.5K$111.3K-$18.2K2026-10-21
J.W. Cole Advisors, Inc.
UNCHANGED12,52412,52400%$112.3K$96.6K-$15.8K2026-11-05
Granite Investment Partners, LLC
NEW12,108—+12,108——$93.4K—2026-11-04
Integris Wealth Management, LLC
NEW11,944—+11,944——$92.1K—2026-10-14
Naples Global Advisors, LLC
NEW11,300—+11,300——$87.5K—2026-11-05
Noble Wealth Management PBC
DECREASED10,93313,654-2,721-20%$122.5K$84.3K-$38.2K2026-10-01
Wolverine Asset Management LLC
NEW4,363—+4,363——$33.6K—2026-11-02
Ascentis Independent Advisors
INCREASED2,601601+2,000+333%$5.4K$20.1K+$14.7K2026-11-03
FNY Investment Advisers, LLC
UNCHANGED20020000%$1$1$02026-10-16
Professional Financial Management, Inc.
CLOSED0200,576-200,576-100%$1.8M$0-$1.8M2026-10-22
HUB Investment Partners, LLC
CLOSED032,295-32,295-100%$289.7K$0-$289.7K2026-11-03
Sowell Financial Services LLC
CLOSED019,921-19,921-100%$178.7K$0-$178.7K2026-10-23
Mascoma Wealth Management LLC
CLOSED0252-252-100%$2.3K$0-$2.3K2026-10-23
Rivernorth Capital Management, LLC
N/A—2,575,012-2,575,012-100%$23.1M———
Karpus Management, Inc.
N/A—2,031,479-2,031,479-100%$18.2M———
Advisors Asset Management, Inc.
N/A—1,652,372-1,652,372-100%$14.8M———
Guggenheim Capital LLC
N/A—1,180,693-1,180,693-100%$10.6M———
Toronto Dominion Bank
N/A—1,157,410-1,157,410-100%$10.4M———
Saba Capital Management, L.P.A
N/A—725,010-725,010-100%$6.5M———
Almitas Capital LLC
N/A—710,604-710,604-100%$6.4M———
Robinson Capital Management, LLC
N/A—637,256-637,256-100%$5.7M———
Logan Stone Capital, LLC
N/A—476,434-476,434-100%$4.3M———
Morgan Stanley
N/A—434,930-434,930-100%$3.9M———
SIT Investment Associates Inc
N/A—421,952-421,952-100%$3.8M———
Whitebox Advisors LLC
N/A—284,471-284,471-100%$2.6M———
First Foundation Advisors
N/A—223,993-223,993-100%$2.0M———
Thomas J. Herzfeld Advisors, Inc.
N/A—185,469-185,469-100%$1.7M———
Rockefeller Capital Management L.P.
N/A—165,869-165,869-100%$1.5M———
Wells Fargo & Company
N/A—125,369-125,369-100%$1.1M———
Bank of America Corp
N/A—114,175-114,175-100%$1.0M———
UBS Group AG
N/A—95,756-95,756-100%$858.9K———
Baird Financial Group, Inc.
N/A—84,115-84,115-100%$754.5K———
Summit Financial, LLC
N/A—80,106-80,106-100%$721.6K———
Integrated Wealth Concepts LLC
N/A—78,189-78,189-100%$701.4K———
Summit Trail Advisors, LLC
N/A—75,766-75,766-100%$679.6K———
Capstone Investment Advisors, LLC
N/A—71,579-71,579-100%$642.1K———
Stonebridge Financial Group, LLC
N/A—71,576-71,576-100%$644.0K———
Osaic Holdings, Inc.
N/A—70,057-70,057-100%$628.4K———
Raymond James Financial Inc
N/A—69,894-69,894-100%$626.9K———
Dakota Wealth Management
N/A—59,585-59,585-100%$534.5K———
Jane Street Group, LLC
N/A—53,776-53,776-100%$482.4K———
PFG Investments, LLC
N/A—52,557-52,557-100%$471.4K———
MAI Capital Management
N/A—43,554-43,554-100%$391.5K———
XTX Topco Ltd
N/A—43,032-43,032-100%$386.0K———
Beacon Pointe Advisors, LLC
N/A—42,030-42,030-100%$377.0K———
Royal Bank of Canada
N/A—37,755-37,755-100%$339.0K———
Intellectus Partners, LLC
N/A—36,072-36,072-100%$324.9K———
Ducere Wealth Management LLC
N/A—35,288-35,288-100%$316.5K———
HighTower Advisors, LLC
N/A—27,574-27,574-100%$247.3K———
Evolve Private Wealth, LLC
N/A—22,237-22,237-100%$200.3K———
Stifel Financial Corp
N/A—20,569-20,569-100%$184.5K———
Western Wealth Management, LLC
N/A—19,591-19,591-100%$175.7K———
Morse Asset Management, Inc
N/A—18,715-18,715-100%$167.9K———
Choate Investment Advisors
N/A—18,404-18,404-100%$165.1K———
Susquehanna International Group, LLP
N/A—17,838-17,838-100%$160.0K———
Wellspring Financial Advisors, LLC
N/A—17,460-17,460-100%$156.6K———
Cetera Investment Advisers
N/A—14,835-14,835-100%$133.1K———
Pasadena Private Wealth, LLC
N/A—12,500-12,500-100%$112.1K———
Pure Financial Advisors, LLC
N/A—12,379-12,379-100%$111.0K———
Mutual Advisors, LLC
N/A—10,802-10,802-100%$96.9K———
BFC Planning, Inc.
N/A—4,592-4,592-100%$41.2K———
Hurricane Capital Advisors LLC
N/A—3,827-3,827-100%$34.3K———
Smartleaf Asset Management LLC
N/A—3,120-3,120-100%$27.9K———
Hollencrest Capital Management
N/A—1,630-1,630-100%$14.6K———
JPMorgan Chase & Co
N/A—701-701-100%$6.3K———
Whittier Trust Co
N/A—1-1-100%$5———
Showing 90 of 90 institutions