PIMCO GLBL STOCKSPL & INC (XPGPX) Institutional Ownership Changes & 13F Activity
PIMCO GLBL STOCKSPL & INC (XPGPX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Shaker Financial Services, Llc, Guggenheim Capital Llc, Citadel Advisors Llc, Institute For Wealth Management, Llc., and Newedge Advisors, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +38,483 | — | 38,483 | $331.72K | Q2 2026 | Sep 02, 2026 |
| Wells Fargo & Company/Mn | Buy | +7,014 | +2021.3% | 7,361 | $63.45K | Q2 2026 | Aug 14, 2026 |
| Rivernorth Capital Management, Llc | Buy | +3,457 | +1.0% | 349,408 | $3.01M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,392 | -9.9% | 21,880 | $189.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +262 | +1.2% | 21,892 | $188.71K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Sell | -29,640 | -20.8% | 112,576 | $970.41K | Q2 2026 | Aug 13, 2026 |
| Guggenheim Capital Llc | Sell | -71,616 | -46.4% | 82,670 | $712.62K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +35,837 | — | 35,837 | $308.92K | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +7,476 | +23.9% | 38,758 | $334.10K | Q2 2026 | Aug 12, 2026 |
| Shp Wealth Management | Buy | +3,000 | — | 3,000 | $25.86K | Q2 2026 | Aug 11, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | Buy | +3,144 | — | 3,144 | $27.10K | Q2 2026 | Aug 10, 2026 |
| Lpl Financial Llc | Buy | +5,894 | +3.3% | 183,348 | $1.58M | Q2 2026 | Aug 07, 2026 |
| Fifth Third Bancorp | Sell | -2 | -0.0% | 15,400 | $132.75K | Q2 2026 | Aug 05, 2026 |
| Envestnet Asset Management Inc | Buy | +1,082 | +1.4% | 78,290 | $674.86K | Q2 2026 | Aug 03, 2026 |
| Commonwealth Equity Services, Llc | Buy | +1,142 | +4.7% | 25,412 | $219.05K | Q2 2026 | Jul 29, 2026 |
| Truist Financial Corp | Buy | +1,082 | +1.4% | 78,290 | $674.86K | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, Llc | Sell | -404 | -0.4% | 89,993 | $775.74K | Q2 2026 | Jul 28, 2026 |
| Owen Larue, Llc | Buy | +57 | +0.5% | 11,872 | $102.34K | Q2 2026 | Jul 22, 2026 |
| Shaker Financial Services, Llc | Buy | +159,613 | +69.7% | 388,461 | $3.37M | Q2 2026 | Jul 15, 2026 |
| Corecap Advisors, Llc | Buy | +3,300 | +44.6% | 10,700 | $92.23K | Q2 2026 | Jul 06, 2026 |
| Bank Of America Corp | Sell | -11,226 | -100.0% | 0 | $0.00 | Q2 2026 | May 18, 2026 |
| Mai Capital Management | Sell | -4,542 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Institute For Wealth Management, Llc. | Sell | -37,850 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Cwm, Llc | Sell | -1,789 | -100.0% | 0 | $0.00 | Q2 2026 | May 14, 2026 |
| Destiny Wealth Partners, Llc | Sell | -3,400 | -100.0% | 0 | $0.00 | Q2 2026 | May 11, 2026 |
| Northwestern Mutual Wealth Management Co | Sell | -1,516 | -100.0% | 0 | $0.00 | Q2 2026 | May 07, 2026 |
Frequently asked questions about XPGPX activity
Which institutional owners are buying XPGPX?
Institutional owners buying XPGPX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in XPGPX activity?
"Buy" means an investor increased their reported position in XPGPX compared to the prior reporting period. This reflects growing exposure to PIMCO GLBL STOCKSPL & INC (XPGPX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in XPGPX increasing?
Institutional interest in XPGPX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.