PCQ · Pimco California Municipal Income Fund

$8.51 -0.06 (-0.70%)

Market Cap

$167.98M

18.98M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 82

Total Value: $168,779,903

Total Shares: 18,816,048

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 82 13F filers · Δ vs Mar 31, 2026

Top Holder

13.7%

+0.2 pts

Top 5

45.7%

+2.2 pts

Top 10

64.1%

+1.7 pts

HHI

573

Broadly held+34

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -6

Institutional value: +5.8%

Shares held: +1.2%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mid Advisors Asset Management, Inc.	+438,723	1,652,372
Mid Karpus Management, Inc.	+252,546	2,031,479
Small Thomas J. Herzfeld Advisors, Inc.	+106,243	185,469
Small Almitas Capital LLC	+93,589	710,604
Mega LPL Financial LLC	+78,841	422,807

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Large GUGGENHEIM CAPITAL LLC	−262,078	1,180,693
Small Logan Stone Capital, LLC	−160,806	476,434
Mid Hennion & Walsh Asset Management, Inc.	−151,763	538,721
Micro Williams & Novak, LLC	−38,385	365,198
Mega MORGAN STANLEY	−36,677	434,930

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small Stonebridge Financial Group, LLC/CA	71,576	$642,036
Mega JANE STREET GROUP, LLC	53,776	$482,370
Mid XTX Topco Ltd	43,032	$385,997
Mid Beacon Pointe Advisors, LLC	42,030	$377,009
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP	17,838	$160,006

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Verition Fund Management LLC	338,158	$2,901,395
Micro EVOKE WEALTH, LLC	45,484	$390,252
Mid Stratos Wealth Partners, LTD.	34,000	$291,720
Micro Catalina Capital Group, LLC	32,700	$280,566
Small Vivaldi Capital Management LP	30,883	$264,976

Filter: New 9 Increased 28 Reduced 26 Sold out 15 Unchanged 19

Showing 82 of 82

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

RIVERNORTH CAPITAL MANAGEMENT, LLC

$23,097,857

13.69%

2,575,012

Karpus Management, Inc.

$18,222,366

10.80%

2,031,479

Advisors Asset Management, Inc.

$14,821,776

8.78%

1,652,372

GUGGENHEIM CAPITAL LLC

$10,590,815

6.27%

1,180,693

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GUGGENHEIM FUNDS DISTRIBUTORS, LLC	1,180,256	$10,586,896	100.0%	Defined
SECURITY INVESTORS LLC	437	$3,919	0.0%	Defined

TORONTO DOMINION BANK

$10,381,967

6.15%

1,157,410

Matisse Capital

$7,612,990

4.51%

848,717

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	136,304	$1,222,646	16.1%	Other
Held directly	712,413	$6,390,344	83.9%	Sole

Saba Capital Management, L.P.

$6,503,339

3.85%

725,010

Almitas Capital LLC

$6,374,117

3.78%

710,604

ROBINSON CAPITAL MANAGEMENT, LLC

$5,716,186

3.39%

637,256

Hennion & Walsh Asset Management, Inc.

$4,832,327

2.86%

538,721

Logan Stone Capital, LLC

$4,273,612

2.53%

476,434

MORGAN STANLEY

$3,901,320

2.31%

434,930

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY CAPITAL SERVICES, LLC	17,313	$155,297	4.0%	Defined
MORGAN STANLEY SMITH BARNEY LLC	417,617	$3,746,023	96.0%	Defined

LPL Financial LLC

$3,792,578

2.25%

422,807

SIT INVESTMENT ASSOCIATES INC

$3,784,909

2.24%

421,952

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SIT FIXED INCOME ADVISORS II LLC /ADV	421,952	$3,784,909	100.0%	Sole

Williams & Novak, LLC

$3,275,826

1.94%

365,198

Altium Capital Management LLC

$2,987,844

1.77%

333,093

WHITEBOX ADVISORS LLC

$2,551,704

1.51%

284,471

Bank of New York Mellon Corp

$2,206,996

1.31%

246,042

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BNY Mellon, NA	245,818	$2,204,987	99.9%	Defined
Held directly	224	$2,009	0.1%	Defined

FIRST FOUNDATION ADVISORS

$2,009,217

1.19%

223,993

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

$1,808,262

1.07%

201,590

Professional Financial Management, Inc.

$1,799,166

1.07%

200,576

MELFA WEALTH MANAGEMENT, INC.

$1,735,013

1.03%

193,424

Thomas J. Herzfeld Advisors, Inc.

$1,663,656

0.99%

185,469

Fiera Capital Corp

$1,568,431

0.93%

174,853

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fiera Capital Inc.	174,853	$1,568,431	100.0%	Other

Rockefeller Capital Management L.P.

$1,487,844

0.88%

165,869

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	165,869	$1,487,844	100.0%	Defined

Core Wealth Partners LLC

$1,468,945

0.87%

163,762

RIVERBRIDGE PARTNERS LLC

$1,447,479

0.86%

161,369

WELLS FARGO & COMPANY/MN

$1,124,559

0.67%

125,369

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	37,376	$335,262	29.8%	Defined
WELLS FARGO CLEARING SERVICES, LLC	87,993	$789,297	70.2%	Defined

BANK OF AMERICA CORP /DE/

$1,024,149

0.61%

114,175

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	114,175	$1,024,149	100.0%	Defined

Closed-End Fund Advisors, Inc.

$938,046

0.56%

104,576

UBS Group AG

$858,931

0.51%

95,756

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	95,726	$858,662	100.0%	Defined
UBS Securities LLC	30	$269	0.0%	Defined

WEDBUSH SECURITIES INC

$792,347

0.47%

88,333

Baird Financial Group, Inc.

$754,511

0.45%

84,115

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	84,115	$754,511	100.0%	Defined

Summit Financial, LLC

$718,550

0.43%

80,106

Integrated Wealth Concepts LLC

$701,355

0.42%

78,189

Summit Trail Advisors, LLC

$679,621

0.40%

75,766

CAPSTONE INVESTMENT ADVISORS, LLC

$642,063

0.38%

71,579

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Capstone Investment Advisors (UK), LLP	71,579	$642,063	100.0%	Defined

Stonebridge Financial Group, LLC/CA

$642,036

0.38%

71,576

OSAIC HOLDINGS, INC.

$628,411

0.37%

70,057

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	34,357	$308,182	49.0%	Defined
CW Advisors, LLC	32,700	$293,319	46.7%	Sole
Osaic Advisory Services, LLC	3,000	$26,910	4.3%	Defined

RAYMOND JAMES FINANCIAL INC

$626,948

0.37%

69,894

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	63,120	$566,186	90.3%	Defined
Raymond James Financial Services Advisors, Inc.	6,774	$60,762	9.7%	Defined

Dakota Wealth Management

$534,477

0.32%

59,585

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Karpus Management Inc.	59,585	$534,477	100.0%	Defined

Rareview Capital LLC

$499,539

0.30%

55,690

JANE STREET GROUP, LLC

$482,370

0.29%

53,776

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	49,911	$447,701	92.8%	Defined
Jane Street Global Trading, LLC	3,865	$34,669	7.2%	Defined

PFG Investments, LLC

$471,436

0.28%

52,557

Ackerman Capital Advisors, LLC

$446,122

0.26%

49,735

MAI Capital Management

$390,679

0.23%

43,554

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EVOKE WEALTH, LLC	23,454	$210,382	53.9%	Defined
Held directly	20,100	$180,297	46.1%	Sole

XTX Topco Ltd

$385,997

0.23%

43,032

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	43,032	$385,997	100.0%	Defined

Beacon Pointe Advisors, LLC

$377,009

0.22%

42,030

ROYAL BANK OF CANADA

$338,662

0.20%

37,755

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	37,755	$338,662	100.0%	Defined

Intellectus Partners, LLC

$323,565

0.19%

36,072

Ducere Wealth Management LLC

$316,533

0.19%

35,288

HUB Investment Partners, LLC

$289,686

0.17%

32,295

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

$257,555

0.15%

28,713

HighTower Advisors, LLC

$247,338

0.15%

27,574

NORDEN GROUP LLC

$223,765

0.13%

24,946

COMMONWEALTH EQUITY SERVICES, LLC

$215,208

0.13%

23,992

EVOLVE PRIVATE WEALTH, LLC

$199,465

0.12%

22,237

Whipplewood Advisors, LLC

$192,334

0.11%

21,442

STIFEL FINANCIAL CORP

$184,503

0.11%

20,569

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	20,569	$184,503	100.0%	Defined

Sowell Financial Services LLC

$178,691

0.11%

19,921

Cambridge Investment Research Advisors, Inc.

$176,637

0.10%

19,692

Western Wealth Management, LLC

$175,731

0.10%

19,591

Farther Finance Advisors, LLC

$174,816

0.10%

19,489

Morse Asset Management, Inc

$167,873

0.10%

18,715

Choate Investment Advisors

$165,083

0.10%

18,404

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$160,006

0.09%

17,838

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
G1 EXECUTION SERVICES, LLC	17,838	$160,006	100.0%	Other

Wellspring Financial Advisors, LLC

$156,616

0.09%

17,460

Cetera Investment Advisers

$133,069

0.08%

14,835

SEAMOUNT FINANCIAL GROUP INC

$129,490

0.08%

14,436

Tortoise Investment Management, LLC

$124,360

0.07%

13,864

Noble Wealth Management PBC

$122,476

0.07%

13,654

J.W. COLE ADVISORS, INC.

$112,340

0.07%

12,524

Pasadena Private Wealth, LLC

$112,125

0.07%

12,500

Pure Financial Advisors, LLC

$111,039

0.07%

12,379

Mutual Advisors, LLC

$96,893

0.06%

10,802

Smartleaf Asset Management LLC

$27,986

0.02%

3,120

HOLLENCREST CAPITAL MANAGEMENT

$14,621

0.01%

1,630

JPMORGAN CHASE & CO

$6,287

0.00%

701

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	701	$6,287	100.0%	Defined

Ascentis Independent Advisors

$5,390

0.00%

601

Mascoma Wealth Management LLC

$2,260

0.00%

252

FNY Investment Advisers, LLC

$1,794

0.00%

200

WHITTIER TRUST CO

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO Family Office, LLC	13,133	$112,681	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Marex Financial	11,000	$94,380	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	62	$531	100.0%	Defined

Key facts CIK 1140411 CUSIP 72200N106 13F (30d) 57 filings 55 filers Visit website