SEC 13F Intelligence

XPGPXPIMCO GLOBAL STOCKSPLS INCM

CUSIP 722011103 · Yahoo Finance ↗ · Google Finance ↗

Pimco Global Stockspls Incm (XPGPX) has 31 institutional holders in Filings Flow’s 13F database, together reporting 1.77M shares worth $15M as of Q1 2026. The largest reported holders are Rivernorth Capital Management, LLC, Shaker Financial Services, LLC, and Lpl Financial LLC.

Institutional Holders
31
Q1 2026
Reported Value
$15M
Ticker
XPGPX
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 18Q2 ’19Q3 ’19: 20Q4 ’19: 23Q1 ’20: 25Q2 ’20: 19Q2 ’20Q3 ’20: 18Q4 ’20: 20Q1 ’21: 21Q2 ’21: 23Q2 ’21Q3 ’21: 17Q4 ’21: 26Q1 ’22: 25Q2 ’22: 26Q2 ’22Q3 ’22: 23Q4 ’22: 25Q1 ’23: 25Q2 ’23: 18Q2 ’23Q3 ’23: 19Q4 ’23: 24Q1 ’24: 22Q2 ’24: 27Q2 ’24Q3 ’24: 26Q4 ’24: 26Q1 ’25: 24Q2 ’25: 29Q2 ’25Q3 ’25: 29Q4 ’25: 29Q1 ’26: 31filingsflow.com
Total reported value
Q2 ’19: $7MQ2 ’19Q3 ’19: $6MQ4 ’19: $7MQ1 ’20: $5MQ2 ’20: $5MQ2 ’20Q3 ’20: $5MQ4 ’20: $7MQ1 ’21: $8MQ2 ’21: $9MQ2 ’21Q3 ’21: $11MQ4 ’21: $15MQ1 ’22: $13MQ2 ’22: $10MQ2 ’22Q3 ’22: $8MQ4 ’22: $11MQ1 ’23: $10MQ2 ’23: $8MQ2 ’23Q3 ’23: $7MQ4 ’23: $10MQ1 ’24: $11MQ2 ’24: $10MQ2 ’24Q3 ’24: $13MQ4 ’24: $13MQ1 ’25: $14MQ2 ’25: $14MQ2 ’25Q3 ’25: $14MQ4 ’25: $15MQ1 ’26: $15Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Shaker Financial Services, LLC$287M AUM0.67%$2M228.8KQ1 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC$2.0B AUM0.14%$3M346.0KQ1 2026
Argyle Capital Partners, LLC$139M AUM0.08%$116,49514.0KQ1 2026
Owen LaRue, LLC$261M AUM0.04%$98,41611.8KQ1 2026
Institute for Wealth Management, LLC.$938M AUM0.03%$315,29037.9KQ1 2026
49 WEALTH MANAGEMENT, LLC$1.3B AUM0.01%$106,86612.5KQ3 2025OLDER
GUGGENHEIM CAPITAL LLC$12.9B AUM0.01%$1M154.3KQ1 2026
Destiny Wealth Partners, LLC$914M AUM0.00%$28,3223.4KQ1 2026
Kestra Advisory Services, LLC$26.4B AUM0.00%$753,01190.4KQ1 2026
CoreCap Advisors, LLC$3.4B AUM0.00%$61,6427.4KQ1 2026
COHEN & STEERS, INC.$57.6B AUM0.00%$1M138.8KQ1 2026
NewEdge Advisors, LLC$27.7B AUM0.00%$354,33542.5KQ1 2026
Triumph Capital Management$491M AUM0.00%$5,879700Q1 2026
Ameritas Advisory Services, LLC$2.6B AUM0.00%$16,4761.9KQ3 2025OLDER
FNY Investment Advisers, LLC$278M AUM0.00%$2,000300Q1 2026
TRUIST FINANCIAL CORP$74.2B AUM0.00%$643,14377.2KQ1 2026
HIGHLINE WEALTH PARTNERS LLC$493M AUM0.00%$2,707325Q1 2026
COMERICA BANK$25.1B AUM0.00%$140,61115.4KQ4 2025OLDER
Financial Management Professionals, Inc.$1.1B AUM0.00%$4,255509Q2 2025OLDER
AVANTAX ADVISORY SERVICES, INC.$18.2B AUM0.00%$82,94810.0KQ2 2025OLDER
LPL Financial LLC$376.6B AUM0.00%$1M177.5KQ1 2026
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$202,17024.3KQ1 2026
Cetera Investment Advisers$94.0B AUM0.00%$260,58131.3KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$180,17521.6KQ1 2026
FIFTH THIRD BANCORP$54.7B AUM0.00%$128,29915.4KQ1 2026
MAI Capital Management$17.7B AUM0.00%$37,8354.5KQ1 2026
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$643,14377.2KQ1 2026
UBS Group AG$666.3B AUM0.00%$666,40080.0KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$1M142.2KQ1 2026
CWM, LLC$38.1B AUM0.00%$14,9021.8KQ1 2026
ROYAL BANK OF CANADA$570.1B AUM0.00%$202,00024.3KQ1 2026
Ancora Advisors LLC$4.7B AUM0.00%$958112Q3 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$8,3301.0KQ1 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.00%$12,6281.5KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$93,51611.2KQ1 2026
Allworth Financial LP$24.7B AUM0.00%$833100Q1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3,374407Q2 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$2,887347Q1 2026

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.