XPCQX Institutional Ownership & Shareholders
PIMCO CALIFORNIA MUNI INC FD (XPCQX) is currently held by 81 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $144.10M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Rivernorth Capital Management, Llc is currently the largest disclosed institutional shareholder of XPCQX tracked by InsiderSet, reporting ownership valued at approximately $23.10M in its June 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed XPCQX value among the investors covered in this analysis. Major shareholders include Rivernorth Capital Management, Llc, Karpus Management, Inc., Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in PIMCO CALIFORNIA MUNI INC FD (XPCQX).
This page ranks the largest institutional XPCQX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
81
Total Reported Value
$144.10M
Largest Holder
Rivernorth Capital Management, Llc
Largest Position
$23.10M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
107
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Rivernorth Capital Management, Llc | 1.10% | 2,575,012 | $23,097,858 | — | — | — | |
| Karpus Management, Inc. | 0.52% | 2,031,479 | $18,222,366 | — | — | — | |
| Guggenheim Capital Llc | 0.07% | 1,180,693 | $10,590,816 | — | — | — | |
| Toronto Dominion Bank | 0.02% | 1,157,410 | $10,381,968 | — | — | — | |
| Saba Capital Management, L.P. | 0.20% | 725,010 | $6,503,340 | — | — | — | |
| Almitas Capital Llc | 1.53% | 710,604 | $6,374,118 | — | — | — | |
| Robinson Capital Management, Llc | 2.52% | 637,256 | $5,716,186 | — | — | — | |
| Matisse Capital | 1.81% | 600,002 | $4,626,015 | — | — | — | |
| Logan Stone Capital, Llc | 0.90% | 476,434 | $4,273,613 | — | — | — | |
| Morgan Stanley | 0.00% | 434,930 | $3,901,326 | — | — | — | |
| Hennion & Walsh Asset Management, Inc. | 0.11% | 505,534 | $3,897,667 | — | — | — | |
| Lpl Financial Llc | 0.00% | 422,807 | $3,792,582 | — | — | — | |
| Sit Investment Associates Inc | 0.07% | 421,952 | $3,785,000 | — | — | — | |
| Williams & Novak, Llc | 2.20% | 476,148 | $3,671,101 | — | — | — | |
| Altium Capital Management Llc | 6.29% | 333,093 | $2,987,844 | — | — | — | |
| Bank Of New York Mellon Corp | 0.00% | 246,042 | $2,206,999 | — | — | — | |
| First Foundation Advisors | 0.07% | 223,993 | $2,009,217 | — | — | — | |
| Melfa Wealth Management, Inc. | 0.94% | 193,424 | $1,735,014 | — | — | — | |
| Thomas J. Herzfeld Advisors, Inc. | 0.51% | 185,469 | $1,663,659 | — | — | — | |
| Fiera Capital Corp | 0.01% | 174,853 | $1,568,431 | — | — | — | |
| City Of London Investment Management Co Ltd | 0.11% | 201,590 | $1,554,259 | — | — | — | |
| Rockefeller Capital Management L.P. | 0.00% | 165,869 | $1,487,845 | — | — | — | |
| Riverbridge Partners Llc | 0.04% | 161,369 | $1,447,477 | — | — | — | |
| Core Wealth Partners Llc | 0.52% | 163,790 | $1,262,818 | — | — | — | |
| Wells Fargo & Company/Mn | 0.00% | 125,369 | $1,124,557 | — | — | — | |
| Bank Of America Corp | 0.00% | 114,175 | $1,024,147 | — | — | — | |
| Closed-End Fund Advisors, Inc. | 0.92% | 104,576 | $938,047 | — | — | — | |
| Ubs Group Ag | 0.00% | 95,756 | $858,931 | — | — | — | |
| Baird Financial Group, Inc. | 0.00% | 84,115 | $754,512 | — | — | — | |
| Summit Financial, Llc | 0.01% | 80,106 | $721,635 | — | — | — | |
| Integrated Wealth Concepts Llc | 0.00% | 78,189 | $701,357 | — | — | — | |
| Summit Trail Advisors, Llc | 0.01% | 75,766 | $679,618 | — | — | — | |
| Capstone Investment Advisors, Llc | 0.00% | 71,579 | $642,064 | — | — | — | |
| Osaic Holdings, Inc. | 0.00% | 70,057 | $628,412 | — | — | — | |
| Raymond James Financial Inc | 0.00% | 69,894 | $626,949 | — | — | — | |
| Jane Street Group, Llc | 0.00% | 53,776 | $482,371 | — | — | — | |
| Rareview Capital Llc | 0.27% | 55,690 | $478,378 | — | — | — | |
| Pfg Investments, Llc | 0.02% | 52,557 | $471,439 | — | — | — | |
| Ackerman Capital Advisors, Llc | 0.09% | 60,725 | $468,190 | — | — | — | |
| Mai Capital Management | 0.00% | 43,554 | $391,524 | — | — | — | |
| Xtx Topco Ltd | 0.00% | 43,032 | $385,997 | — | — | — | |
| Beacon Pointe Advisors, Llc | 0.00% | 42,030 | $377,010 | — | — | — | |
| Royal Bank Of Canada | 0.00% | 37,755 | $339,000 | — | — | — | |
| Intellectus Partners, Llc | 0.06% | 36,072 | $324,864 | — | — | — | |
| Ducere Wealth Management Llc | 0.10% | 35,288 | $316,533 | — | — | — | |
| Hub Investment Partners, Llc | 0.01% | 32,295 | $289,686 | — | — | — | |
| Catalina Capital Group, Llc | 0.17% | 32,700 | $280,566 | — | — | — | |
| Whipplewood Advisors, Llc | 0.18% | 34,311 | $264,538 | — | — | — | |
| Dakota Wealth Management | 0.01% | 30,085 | $262,342 | — | — | — | |
| Financially In Tune, Llc | 0.22% | 29,980 | $257,228 | — | — | — |
Frequently asked questions about XPCQX
Who are the largest institutional holders of XPCQX?
The largest institutional holders of XPCQX reported in the latest SEC Form 13F filings include Rivernorth Capital Management, Llc, Karpus Management, Inc., Guggenheim Capital Llc, Toronto Dominion Bank, and Saba Capital Management, L.P.. InsiderSet ranks institutional holders by their latest reported XPCQX position.
What is XPCQX institutional ownership?
This page tracks XPCQX positions reported by institutional investment managers through SEC Form 13F. PIMCO CALIFORNIA MUNI INC FD (XPCQX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XPCQX?
InsiderSet currently tracks 81 institutional managers reporting XPCQX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XPCQX shareholders.
How much XPCQX stock do institutions own?
Institutional investment managers disclosed approximately $144.10M in XPCQX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XPCQX institutional ownership last updated?
The latest XPCQX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XPCQX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XPCQX position after the reporting date.
Are institutions buying or selling XPCQX?
Institutional buying and selling can be analyzed by comparing XPCQX positions across consecutive 13F reporting periods. InsiderSet's XPCQX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XPCQX ownership changes.
How has XPCQX institutional ownership changed over time?
InsiderSet tracks XPCQX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.