PIMCO CALIF MUN INCOME FD (PCQ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
77
Reporting holders
$163.4M
Reported value
0.0%
Held as options
-7
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $23.1M | 2,575,012 | 1.10% | 14q | +2.5%+$565.2K |
| Karpus Management, Inc. | $18.2M | 2,031,479 | 0.52% | 4q | +14.2%+$2.3M |
| Advisors Asset Management, Inc. | $14.8M | 1,652,372 | 0.23% | 13q | +36.1%+$3.9M |
| GUGGENHEIM CAPITAL LLC | $10.6M | 1,180,693 | 0.07% | 20q | -18.2%-$2.4M |
| TORONTO DOMINION BANK | $10.4M | 1,157,410 | 0.01% | 2q | +1.8%+$186.3K |
| Matisse Capital | $7.6M | 848,717 | 3.05% | 8q | -2.0%-$158.7K |
| Saba Capital Management, L.P. | $6.5M | 725,010 | 0.17% | 4q | +4.8%+$295.5K |
| Almitas Capital LLC | $6.4M | 710,604 | 1.53% | 6q | +15.2%+$839.5K |
| ROBINSON CAPITAL MANAGEMENT, LLC | $5.7M | 637,256 | 2.52% | 3q | +8.5%+$446.6K |
| Hennion & Walsh Asset Management, Inc. | $4.8M | 538,721 | 0.14% | 12q | -22.0%-$1.4M |
| Logan Stone Capital, LLC | $4.3M | 476,434 | 0.90% | 11q | -25.2%-$1.4M |
| MORGAN STANLEY | $3.9M | 434,930 | 0.00% | 35q | -7.8%-$329.0K |
| LPL Financial LLC | $3.8M | 422,807 | 0.00% | 31q | +22.9%+$707.2K |
| Williams & Novak, LLC | $3.3M | 365,198 | 2.17% | 11q | -9.5%-$344.3K |
| Altium Capital Management LLC | $3.0M | 333,093 | 6.29% | 3q | HELD |
| WHITEBOX ADVISORS LLC | $2.6M | 284,471 | 0.03% | 4q | HELD |
| Bank of New York Mellon Corp | $2.2M | 246,042 | 0.00% | 7q | HELD |
| FIRST FOUNDATION ADVISORS | $2.0M | 223,993 | 0.07% | 13q | HELD |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $1.8M | 201,590 | 0.11% | 4q | HELD |
| Professional Financial Management, Inc. | $1.8M | 200,576 | 1.82% | 3q | -2.7%-$50.7K |
| MELFA WEALTH MANAGEMENT, INC. | $1.7M | 193,424 | 0.94% | 14q | -3.4%-$60.6K |
| Thomas J. Herzfeld Advisors, Inc. | $1.7M | 185,469 | 0.51% | 4q | +134.1%+$953.0K |
| Fiera Capital Corp | $1.6M | 174,853 | 0.01% | 11q | -3.5%-$57.0K |
| Rockefeller Capital Management L.P. | $1.5M | 165,869 | 0.00% | 8q | +13.8%+$180.7K |
| Core Wealth Partners LLC | $1.5M | 163,762 | 0.63% | 14q | HELD |
| RIVERBRIDGE PARTNERS LLC | $1.4M | 161,369 | 0.04% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $1.1M | 125,369 | 0.00% | 31q | -48.4%-$1.1M |
| BANK OF AMERICA CORP /DE/ | $1.0M | 114,175 | 0.00% | 31q | +12.3%+$112.2K |
| Closed-End Fund Advisors, Inc. | $938.0K | 104,576 | 0.92% | 3q | -4.3%-$42.0K |
| UBS Group AG | $858.9K | 95,756 | 0.00% | 31q | +23.7%+$164.6K |
| Baird Financial Group, Inc. | $754.5K | 84,115 | 0.00% | 5q | +22.8%+$140.3K |
| Summit Financial, LLC | $721.6K | 80,106 | 0.01% | 4q | -26.7%-$262.3K |
| Integrated Wealth Concepts LLC | $701.4K | 78,189 | 0.00% | 2q | -4.8%-$35.4K |
| Summit Trail Advisors, LLC | $679.6K | 75,766 | 0.01% | 2q | -3.6%-$25.4K |
| CAPSTONE INVESTMENT ADVISORS, LLC | $642.1K | 71,579 | 0.00% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $628.4K | 70,057 | 0.00% | 26q | +202.8%+$420.9K |
| RAYMOND JAMES FINANCIAL INC | $626.9K | 69,894 | 0.00% | 4q | +16.6%+$89.4K |
| Dakota Wealth Management | $534.5K | 59,585 | 0.01% | 4q | +17.1%+$78.0K |
| JANE STREET GROUP, LLC | $482.4K | 53,776 | 0.00% | new | NEW |
| Rareview Capital LLC | $478.4K | 55,690 | 0.27% | 4q | HELD |
| PFG Investments, LLC | $471.4K | 52,557 | 0.02% | 10q | -9.2%-$47.5K |
| Ackerman Capital Advisors, LLC | $446.1K | 49,735 | 0.09% | 6q | -30.6%-$197.0K |
| MAI Capital Management | $391.5K | 43,554 | 0.00% | 7q | +116.7%+$210.8K |
| XTX Topco Ltd | $386.0K | 43,032 | 0.00% | new | NEW |
| Beacon Pointe Advisors, LLC | $377.0K | 42,030 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $339.0K | 37,755 | 0.00% | 31q | +19.4%+$55.2K |
| Intellectus Partners, LLC | $324.9K | 36,072 | 0.06% | 4q | HELD |
| Ducere Wealth Management LLC | $316.5K | 35,288 | 0.10% | 3q | HELD |
| HUB Investment Partners, LLC | $289.7K | 32,295 | 0.01% | 3q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $257.6K | 28,713 | 0.03% | 7q | HELD |
| HighTower Advisors, LLC | $247.3K | 27,574 | 0.00% | 4q | +161.0%+$152.6K |
| NORDEN GROUP LLC | $223.8K | 24,946 | 0.02% | 8q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $215.2K | 23,992 | 0.00% | 4q | +5.3%+$10.8K |
| EVOLVE PRIVATE WEALTH, LLC | $200.3K | 22,237 | 0.01% | 3q | -15.3%-$36.0K |
| Whipplewood Advisors, LLC | $192.3K | 21,442 | 0.13% | 4q | +4.7%+$8.6K |
| STIFEL FINANCIAL CORP | $184.5K | 20,569 | 0.00% | 4q | -11.8%-$24.7K |
| Sowell Financial Services LLC | $178.7K | 19,921 | 0.01% | 4q | -5.5%-$10.4K |
| Western Wealth Management, LLC | $175.7K | 19,591 | 0.01% | 2q | -31.1%-$79.2K |
| Farther Finance Advisors, LLC | $174.7K | 19,489 | 0.00% | 6q | -9.2%-$17.7K |
| Morse Asset Management, Inc | $167.9K | 18,715 | 0.03% | 5q | +6.7%+$10.5K |
| Choate Investment Advisors | $165.1K | 18,404 | 0.00% | 4q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $160.0K | 17,838 | 0.00% | new | NEW |
| Wellspring Financial Advisors, LLC | $156.6K | 17,460 | 0.01% | new | NEW |
| Cetera Investment Advisers | $133.1K | 14,835 | 0.00% | 31q | +0.5% |
| SEAMOUNT FINANCIAL GROUP INC | $129.5K | 14,436 | 0.05% | 2q | HELD |
| Tortoise Investment Management, LLC | $124.4K | 13,864 | 0.01% | new | NEW |
| Noble Wealth Management PBC | $122.5K | 13,654 | 0.05% | 4q | -7.5%-$9.9K |
| J.W. COLE ADVISORS, INC. | $112.3K | 12,524 | 0.00% | new | NEW |
| Pasadena Private Wealth, LLC | $112.1K | 12,500 | 0.01% | 3q | HELD |
| Pure Financial Advisors, LLC | $111.0K | 12,379 | 0.00% | 4q | HELD |
| Mutual Advisors, LLC | $96.9K | 10,802 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $27.9K | 3,120 | 0.00% | 3q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $14.6K | 1,630 | 0.00% | 11q | HELD |
| Ascentis Independent Advisors | $10.8K | 1,202 | 0.01% | 2q | -53.8%-$12.5K |
| JPMORGAN CHASE & CO | $6.3K | 701 | 0.00% | 4q | HELD |
| SIT INVESTMENT ASSOCIATES INC | $3.8K | 421,952 | 0.07% | 4q | +1.2% |
| Mascoma Wealth Management LLC | $2.3K | 252 | 0.00% | 4q | HELD |
| WEDBUSH SECURITIES INC | $792 | 88,333 | 0.02% | 11q | +11.9% |
| Stonebridge Financial Group, LLC/CA | $644 | 71,576 | 0.09% | new | FIRST |
| Cambridge Investment Research Advisors, Inc. | $354 | 39,384 | 0.00% | 29q | +7.7% |
| WHITTIER TRUST CO | $5 | 1 | 0.00% | 4q | HELD |
| FNY Investment Advisers, LLC | $1 | 200 | 0.00% | 8q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 77 | $163.4M | 18,214,896 | 8 | 23 | 23 | 0.0% |
| Q1 2026 | 84 | $156.1M | 18,174,097 | 10 | 25 | 22 | 0.0% |
| Q4 2025 | 87 | $156.1M | 17,884,650 | 11 | 31 | 16 | 0.0% |
| Q3 2025 | 81 | $135.6M | 15,550,825 | 41 | 32 | 3 | 0.0% |
| Q2 2025 | 46 | $39.1M | 4,551,700 | 9 | 14 | 13 | 0.0% |
| Q1 2025 | 43 | $36.8M | 4,157,857 | 7 | 13 | 11 | 0.0% |
| Q4 2024 | 41 | $37.9M | 4,187,178 | 9 | 9 | 12 | 0.0% |
| Q3 2024 | 43 | $38.0M | 3,819,124 | 7 | 12 | 10 | 0.0% |
| Q2 2024 | 42 | $36.1M | 3,835,303 | 5 | 8 | 14 | 0.0% |
| Q1 2024 | 41 | $37.3M | 3,980,950 | 5 | 9 | 10 | 0.0% |
| Q4 2023 | 46 | $36.9M | 3,954,691 | 13 | 9 | 12 | 0.0% |
| Q3 2023 | 37 | $26.6M | 3,184,006 | 9 | 8 | 10 | 0.0% |
| Q2 2023 | 30 | $28.3M | 2,887,181 | 4 | 8 | 9 | 0.0% |
| Q1 2023 | 32 | $29.2M | 2,806,578 | 10 | 6 | 10 | 0.0% |
| Q4 2022 | 29 | $24.9M | 1,654,393 | 7 | 7 | 5 | 0.0% |
| Q3 2022 | 28 | $21.1M | 1,505,295 | 4 | 7 | 5 | 0.0% |
| Q2 2022 | 24 | $18.8M | 1,218,565 | 0 | 8 | 6 | 0.0% |
| Q1 2022 | 26 | $20.1M | 1,278,949 | 3 | 8 | 5 | 0.0% |
| Q4 2021 | 27 | $21.3M | 1,146,423 | 3 | 5 | 9 | 0.0% |
| Q3 2021 | 24 | $19.9M | 1,054,218 | 2 | 3 | 5 | 0.0% |
| Q2 2021 | 25 | $20.0M | 1,049,256 | 0 | 8 | 3 | 0.0% |
| Q1 2021 | 26 | $18.3M | 1,027,896 | 1 | 10 | 1 | 0.0% |
| Q4 2020 | 29 | $18.0M | 1,003,269 | 4 | 6 | 4 | 0.0% |
| Q3 2020 | 31 | $16.3M | 920,564 | 5 | 7 | 5 | 0.0% |
| Q2 2020 | 28 | $13.7M | 855,766 | 2 | 5 | 4 | 0.0% |
| Q1 2020 | 30 | $14.4M | 933,043 | 3 | 9 | 6 | 0.0% |
| Q4 2019 | 31 | $23.5M | 1,181,200 | 1 | 10 | 5 | 0.0% |
| Q3 2019 | 31 | $23.6M | 1,199,366 | 2 | 12 | 2 | 0.0% |
| Q2 2019 | 29 | $19.8M | 1,057,941 | 3 | 9 | 6 | 0.0% |
| Q1 2019 | 26 | $15.2M | 848,836 | 2 | 9 | 4 | 0.0% |
| Q4 2018 | 26 | $12.7M | 787,280 | 0 | 0 | 1 | 0.0% |