Pimco Glbl Stockspl & Inc (XPGPX)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Shaker Financial Services, LLC

DECREASED

Shares319,717 from 388,461

Change-68,744 (-18%)

Value$2.6M (-$735.3K)

Filed 2026-10-14

LPL Financial LLC

INCREASED

Shares190,308 from 183,348

Change+6,960 (+4%)

Value$1.6M (-$23.7K)

Filed 2026-11-06

Kestra Advisory Services, LLC

DECREASED

Shares87,197 from 89,993

Change-2,796 (-3%)

Value$713.3K (-$62.5K)

Filed 2026-11-02

Truist Financial Corp

DECREASED

Shares57,804 from 78,290

Change-20,486 (-26%)

Value$472.8K (-$202.0K)

Filed 2026-10-30

Hennion & Walsh Asset Management, Inc.

NEW

Shares52,645

Change+52,645

Value$430.6K

Filed 2026-10-13

Fifth Third Bancorp

UNCHANGED

Shares15,400 from 15,400

Change0 (0%)

Value$126.0K (-$6.8K)

Filed 2026-11-05

Commonwealth Equity Services, LLC

DECREASED

Shares14,699 from 25,412

Change-10,713 (-42%)

Value$120.2K (-$98.8K)

Filed 2026-11-02

Argyle Capital Partners, LLC

UNCHANGED

Shares13,985 from 13,985

Change0 (0%)

Value$114.4K (-$6.2K)

Filed 2026-10-23

CoreCap Advisors, LLC

DECREASED

Shares10,500 from 10,700

Change-200 (-2%)

Value$85.9K (-$6.3K)

Filed 2026-10-08

Triumph Capital Management

UNCHANGED

Shares700 from 700

Change0 (0%)

Value$5.7K (-$308)

Filed 2026-10-14

Highline Wealth Partners LLC

UNCHANGED

Shares325 from 325

Change0 (0%)

Value$2.7K (-$143)

Filed 2026-10-19

FNY Investment Advisers, LLC

UNCHANGED

Shares300 from 300

Change0 (0%)

Value$2 ($0)

Filed 2026-10-16

Allworth Financial LP

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$862 ($0)

Filed 2026-11-06

Rivernorth Capital Management, LLC

N/A

Shares— from 349,408

Change-349,408 (-100%)

Value—

Cohen & Steers, Inc.

N/A

Shares— from 138,801

Change-138,801 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 112,576

Change-112,576 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 82,670

Change-82,670 (-100%)

Value—

UBS Group AG

N/A

Shares— from 80,000

Change-80,000 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 78,290

Change-78,290 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 38,758

Change-38,758 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 38,483

Change-38,483 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 35,837

Change-35,837 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 21,892

Change-21,892 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 21,880

Change-21,880 (-100%)

Value—

Owen LaRue, LLC

N/A

Shares— from 11,872

Change-11,872 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 7,361

Change-7,361 (-100%)

Value—

Thomas J. Herzfeld Advisors, Inc.

N/A

Shares— from 3,144

Change-3,144 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 3,000

Change-3,000 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 1,000

Change-1,000 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 130

Change-130 (-100%)

Value—

	Status
Shaker Financial Services, LLC	DECREASED	319,717	388,461	-68,744	-18%	$3.4M	$2.6M	-$735.3K	2026-10-14
LPL Financial LLC	INCREASED	190,308	183,348	+6,960	+4%	$1.6M	$1.6M	-$23.7K	2026-11-06
Kestra Advisory Services, LLC	DECREASED	87,197	89,993	-2,796	-3%	$775.7K	$713.3K	-$62.5K	2026-11-02
Truist Financial Corp	DECREASED	57,804	78,290	-20,486	-26%	$674.9K	$472.8K	-$202.0K	2026-10-30
Hennion & Walsh Asset Management, Inc.	NEW	52,645	—	+52,645	—	—	$430.6K	—	2026-10-13
Fifth Third Bancorp	UNCHANGED	15,400	15,400	0	0%	$132.7K	$126.0K	-$6.8K	2026-11-05
Commonwealth Equity Services, LLC	DECREASED	14,699	25,412	-10,713	-42%	$219.1K	$120.2K	-$98.8K	2026-11-02
Argyle Capital Partners, LLC	UNCHANGED	13,985	13,985	0	0%	$120.6K	$114.4K	-$6.2K	2026-10-23
CoreCap Advisors, LLC	DECREASED	10,500	10,700	-200	-2%	$92.2K	$85.9K	-$6.3K	2026-10-08
Triumph Capital Management	UNCHANGED	700	700	0	0%	$6.0K	$5.7K	-$308	2026-10-14
Highline Wealth Partners LLC	UNCHANGED	325	325	0	0%	$2.8K	$2.7K	-$143	2026-10-19
FNY Investment Advisers, LLC	UNCHANGED	300	300	0	0%	$2	$2	$0	2026-10-16
Allworth Financial LP	UNCHANGED	100	100	0	0%	$862	$862	$0	2026-11-06
Rivernorth Capital Management, LLC	N/A	—	349,408	-349,408	-100%	$3.0M	—	—	—
Cohen & Steers, Inc.	N/A	—	138,801	-138,801	-100%	$1.2M	—	—	—
Morgan Stanley	N/A	—	112,576	-112,576	-100%	$970.4K	—	—	—
Guggenheim Capital LLC	N/A	—	82,670	-82,670	-100%	$712.6K	—	—	—
UBS Group AG	N/A	—	80,000	-80,000	-100%	$689.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	78,290	-78,290	-100%	$674.9K	—	—	—
Cetera Investment Advisers	N/A	—	38,758	-38,758	-100%	$334.1K	—	—	—
Citadel Advisors LLC	N/A	—	38,483	-38,483	-100%	$331.7K	—	—	—
NewEdge Advisors, LLC	N/A	—	35,837	-35,837	-100%	$308.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	21,892	-21,892	-100%	$188.7K	—	—	—
Royal Bank of Canada	N/A	—	21,880	-21,880	-100%	$189.0K	—	—	—
Owen LaRue, LLC	N/A	—	11,872	-11,872	-100%	$102.3K	—	—	—
Wells Fargo & Company	N/A	—	7,361	-7,361	-100%	$63.5K	—	—	—
Thomas J. Herzfeld Advisors, Inc.	N/A	—	3,144	-3,144	-100%	$27.1K	—	—	—
SHP Wealth Management	N/A	—	3,000	-3,000	-100%	$25.9K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	1,000	-1,000	-100%	$8.6K	—	—	—
BFC Planning, Inc.	N/A	—	130	-130	-100%	$1.1K	—	—	—

Showing 30 of 30 institutions