PIMCO CALIFORNIA MUNICIPAL INCOME FUND - PCQ
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | No change | 2,575,012 | 23,097 | 1.1% | 1.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | No change | 2,031,479 | 18,222 | 0.52% | 0.52% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 1,652,372 | 14,821 | 0.23% | 0.23% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 1,180,693 | 10,590 | 0.07% | 0.07% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TORONTO DOMINION BANK | History | No change | 1,157,410 | 10,381 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matisse Capital | History | No change | 848,717 | 7,612 | 3.05% | 3.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Saba Capital Management, L.P. | History | No change | 725,010 | 6,503 | 0.17% | 0.17% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Almitas Capital LLC | History | No change | 710,604 | 6,374 | 1.53% | 1.53% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROBINSON CAPITAL MANAGEMENT, LLC | History | No change | 637,256 | 5,716 | 2.52% | 2.52% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 538,721 | 4,832 | 0.14% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Logan Stone Capital, LLC | History | No change | 476,434 | 4,273 | 0.9% | 0.9% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 434,930 | 3,901 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 422,807 | 3,792 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 421,952 | 3,785 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Williams & Novak, LLC | History | No change | 365,198 | 3,275 | 2.17% | 2.17% | 15 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Altium Capital Management LLC | History | No change | 333,093 | 2,987 | 6.29% | 6.29% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITEBOX ADVISORS LLC | History | No change | 284,471 | 2,551 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 246,042 | 2,206 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 223,993 | 2,009 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 201,590 | 1,808 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Professional Financial Management, Inc. | History | No change | 200,576 | 1,799 | 1.82% | 1.82% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 193,424 | 1,735 | 0.94% | 0.94% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Thomas J. Herzfeld Advisors, Inc. | History | No change | 185,469 | 1,663 | 0.51% | 0.51% | 23 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Fiera Capital Corp | History | No change | 174,853 | 1,568 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 165,869 | 1,487 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Core Wealth Partners LLC | History | No change | 163,762 | 1,468 | 0.63% | 0.63% | 26 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | No change | 161,369 | 1,447 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 125,369 | 1,124 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 114,175 | 1,024 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Closed-End Fund Advisors, Inc. | History | No change | 104,576 | 938 | 0.92% | 0.92% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 95,756 | 858 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 88,333 | 792 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Baird Financial Group, Inc. | History | No change | 84,115 | 754 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 80,106 | 721 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 78,189 | 701 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Summit Trail Advisors, LLC | History | No change | 75,766 | 679 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stonebridge Financial Group, LLC/CA | History | No change | 71,576 | 644 | 0.09% | 0.09% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 71,579 | 642 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 70,057 | 628 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 69,894 | 626 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dakota Wealth Management | History | No change | 59,585 | 534 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | No change | 53,776 | 482 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rareview Capital LLC | History | No change | 55,690 | 478 | 0.27% | 0.27% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PFG Investments, LLC | History | No change | 52,557 | 471 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 49,735 | 446 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MAI Capital Management | History | No change | 43,554 | 391 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 43,032 | 385 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 42,030 | 377 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ROYAL BANK OF CANADA | History | No change | 37,755 | 339 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Intellectus Partners, LLC | History | No change | 36,072 | 324 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ducere Wealth Management LLC | History | No change | 35,288 | 316 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HUB Investment Partners, LLC | History | No change | 32,295 | 289 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 28,713 | 257 | 0.03% | 0.03% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | No change | 27,574 | 247 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORDEN GROUP LLC | History | No change | 24,946 | 223 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 23,992 | 215 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 22,237 | 200 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Whipplewood Advisors, LLC | History | No change | 21,442 | 192 | 0.13% | 0.13% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,569 | 184 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | No change | 19,921 | 178 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 19,692 | 177 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | No change | 19,591 | 175 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 19,489 | 174 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Morse Asset Management, Inc | History | No change | 18,715 | 167 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Choate Investment Advisors | History | No change | 18,404 | 165 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,838 | 160 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 17,460 | 156 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | No change | 14,835 | 133 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | No change | 14,436 | 129 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tortoise Investment Management, LLC | History | No change | 13,864 | 124 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 12,524 | 112 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 12,500 | 112 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 12,379 | 111 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 10,802 | 96 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Noble Wealth Management PBC | History | Reduced | 10,933 | 84 | 0.04% | 0.05% | 75 | -2,721 | -19.93% | Q3 2026 | Oct 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,120 | 27 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 1,630 | 14 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 701 | 6 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | No change | 601 | 5 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mascoma Wealth Management LLC | History | No change | 252 | 2 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FNY Investment Advisers, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WHITTIER TRUST CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |