NEW YORK, NY
PIMCO CALIFORNIA MUNICIPAL INCOME FUNDPCQ— Latest position per institution from SEC 13F filings
15
Institutional holders
15.60M
Total shares held
136.06M
Estimated value
780.22K
Avg. position size
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
2.58M
Value
23.10M
Filed
Jun 30, 2026
KARPUS MANAGEMENT, INC.
CIK 1048703
Shares
2.03M
Value
18.22M
Filed
Jun 30, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
1.65M
Value
14.82M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.18M
Value
10.59M
Filed
Jun 30, 2026
TORONTO DOMINION BANK
CIK 947263
Shares
1.16M
Value
10.38M
Filed
Jun 30, 2026
MATISSE CAPITAL
CIK 1668256
Shares
848.72K
Value
7.61M
Filed
Jun 30, 2026
SABA CAPITAL MANAGEMENT, L.P.
CIK 1510281
Shares
725.01K
Value
6.50M
Filed
Jun 30, 2026
ALMITAS CAPITAL LLC
CIK 1596468
Shares
710.60K
Value
6.37M
Filed
Jun 30, 2026
ROBINSON CAPITAL MANAGEMENT, LLC
CIK 1599795
Shares
637.26K
Value
5.72M
Filed
Jun 30, 2026
HENNION & WALSH ASSET MANAGEMENT, INC.
CIK 1861642
Shares
538.72K
Value
4.83M
Filed
Jun 30, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
476.43K
Value
4.27M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
434.93K
Value
3.90M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
422.81K
Value
3.79M
Filed
Jun 30, 2026
SIT INVESTMENT ASSOCIATES INC
CIK 769317
Shares
421.95K
Value
3.79K
Filed
Jun 30, 2026
WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC
CIK 1998419
Shares
365.20K
Value
3.28M
Filed
Jun 30, 2026
VERITION FUND MANAGEMENT LLC
CIK 1454027
Shares
338.16K
Value
2.90M
Filed
Mar 31, 2026
ALTIUM CAPITAL MANAGEMENT LLC
CIK 1746382
Shares
333.09K
Value
2.99M
Filed
Jun 30, 2026
WHITEBOX ADVISORS LLC
CIK 1257391
Shares
284.47K
Value
2.55M
Filed
Jun 30, 2026
BANK OF NEW YORK MELLON CORP
CIK 1390777
Shares
246.04K
Value
2.21M
Filed
Jun 30, 2026
FIRST FOUNDATION ADVISORS
CIK 1086763
Shares
223.99K
Value
2.01M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 2.58M | 23.10M | Jun 30, 2026 |
| 2 | KARPUS MANAGEMENT, INC. | 1048703 | 2.03M | 18.22M | Jun 30, 2026 |
| 3 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 1.65M | 14.82M | Jun 30, 2026 |
| 4 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.18M | 10.59M | Jun 30, 2026 |
| 5 | TORONTO DOMINION BANK | 947263 | 1.16M | 10.38M | Jun 30, 2026 |
| 6 | MATISSE CAPITAL | 1668256 | 848.72K | 7.61M | Jun 30, 2026 |
| 7 | SABA CAPITAL MANAGEMENT, L.P. | 1510281 | 725.01K | 6.50M | Jun 30, 2026 |
| 8 | ALMITAS CAPITAL LLC | 1596468 | 710.60K | 6.37M | Jun 30, 2026 |
| 9 | ROBINSON CAPITAL MANAGEMENT, LLC | 1599795 | 637.26K | 5.72M | Jun 30, 2026 |
| 10 | HENNION & WALSH ASSET MANAGEMENT, INC. | 1861642 | 538.72K | 4.83M | Jun 30, 2026 |
| 11 | LOGAN STONE CAPITAL, LLC | 1535521 | 476.43K | 4.27M | Jun 30, 2026 |
| 12 | MORGAN STANLEY | 895421 | 434.93K | 3.90M | Jun 30, 2026 |
| 13 | LPL FINANCIAL LLC | 1403438 | 422.81K | 3.79M | Jun 30, 2026 |
| 14 | SIT INVESTMENT ASSOCIATES INC | 769317 | 421.95K | 3.79K | Jun 30, 2026 |
| 15 | WILLIAMS & NOVAK WEALTH MANAGEMENT, LLC | 1998419 | 365.20K | 3.28M | Jun 30, 2026 |
| 16 | VERITION FUND MANAGEMENT LLC | 1454027 | 338.16K | 2.90M | Mar 31, 2026 |
| 17 | ALTIUM CAPITAL MANAGEMENT LLC | 1746382 | 333.09K | 2.99M | Jun 30, 2026 |
| 18 | WHITEBOX ADVISORS LLC | 1257391 | 284.47K | 2.55M | Jun 30, 2026 |
| 19 | BANK OF NEW YORK MELLON CORP | 1390777 | 246.04K | 2.21M | Jun 30, 2026 |
| 20 | FIRST FOUNDATION ADVISORS | 1086763 | 223.99K | 2.01M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.