PIMCO GLBL Stockspl &XPGPX

13F holders, Q4 2024 (December 31)
29holders −2
2new positions
5sold out
1famous investor
$7.78avg. 13F price*

At the end of Q4 2024, 29 institutions reported holding PIMCO GLBL Stockspl & Inc. (XPGPX) in their 13F filings, down 2 from Q3 2024. 2 opened new positions and 5 sold out. The largest holders were Rivernorth Capital Management, LLC ($2.8M), Guggenheim Capital LLC ($1.7M) and LPL Financial LLC ($1.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
PIMCO GLBL Stockspl & Inc.
CUSIP
722011103
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 26Q1 2024Q2 2024: 29Q2 2024Q3 2024: 31Q3 2024Q4 2024: 29Q4 2024Q1 2025: 26Q1 2025Q2 2025: 28Q2 2025Q3 2025: 31Q3 2025Q4 2025: 29Q4 2025Q1 2026: 31Q1 2026Q2 2026: 28Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$134K
Exits5$270K

All 13F filers, Q3 2024 → Q4 2024: 303,634 shares bought and 113,738 shares sold, net +189,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders

Rivernorth Capital Management, LLC 0.14% Add +5.4% 360,551 $2.8M
Guggenheim Capital LLC 0.01% Add +63.8% 221,545 $1.7M
LPL Financial LLC 0.00% Add +18.5% 154,372 $1.2M
Cohen & Steers, Inc. 0.00% No change 138,801 $1.1M
Truist Financial Corp. 0.00% Add +79.8% 130,682 $1.0M
Envestnet Asset Management Inc. 0.00% Add +80.6% 127,315 $991K
Commonwealth Equity Services, LLC 0.00% Reduce -1.9% 116,669 $908K
UBS Group AG 0.00% Reduce -0.3% 103,437 $805K
Shaker Financial Services, LLC 0.28% Reduce -42.6% 94,373 $739K
Morgan Stanley 0.00% Add +3.5% 86,059 $670K
NewEdge Advisors, LLC 0.00% Reduce -6.7% 47,437 $369K
MAS Advisors LLC 0.39% Add +5.2% 29,767 $232K
Institute for Wealth Management, LLC. 0.02% Add +102.0% 25,239 $196K
Royal Bank of Canada 0.00% Add +201.7% 23,289 $181K
Osaic Holdings, Inc. 0.00% Add +24.6% 21,295 $166K
Susquehanna International Group, LLP 0.00% Add +35.9% 18,364 $143K
Comerica Bank 0.00% No change 15,400 $120K
Signaturefd, LLC 0.00% Add +2.7% 14,760 $115K
Cetera Investment Advisers 0.00% Add +1.3% 12,986 $101K
Argyle Capital Partners, LLC 0.09% — 12,985 $101K
Citadel Advisors 0.00% New 12,705 $99K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -25.4% 11,094 $86K
Bank of America Corp. 0.00% Add +2.0% 10,187 $79K
CoreCap Advisors, LLC 0.00% Reduce -15.8% 10,100 $79K
Avantax Advisory Services, Inc. 0.00% Add +0.0% 10,006 $78K
MAI Capital Management 0.00% New 4,542 $35K
Financial Management Professionals, Inc. 0.00% No change 445 $3K
Wells Fargo & Company 0.00% Add +2.3% 307 $2K
FNY Investment Advisers, LLC 0.00% No change 300 $2K

"% of holder's portfolio" is XPGPX's weight in each manager's 13F, not the share of PIMCO GLBL Stockspl & Inc. the manager owns.