PIMCO GLBL Stockspl &XPGPX
13F holders, Q1 2025 (March 31)26holders −3
1new positions
4sold out
$8.11avg. 13F price*
At the end of Q1 2025, 26 institutions reported holding PIMCO GLBL Stockspl & Inc. (XPGPX) in their 13F filings, down 3 from Q4 2024. 1 opened new positions and 4 sold out. The largest holders were Rivernorth Capital Management, LLC ($2.9M), Guggenheim Capital LLC ($1.8M) and Shaker Financial Services, LLC ($1.5M).
- Company
- PIMCO GLBL Stockspl & Inc.
- CUSIP
- 722011103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $91K |
| Exits | 4 | $443K |
All 13F filers, Q4 2024 → Q1 2025: 129,587 shares bought and 152,416 shares sold, net −22,829 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Rivernorth Capital Management, LLC | 0.15% | Reduce -2.3% | 352,351 | $2.9M |
| Guggenheim Capital LLC | 0.02% | Reduce -2.5% | 216,099 | $1.8M |
| Shaker Financial Services, LLC | 0.60% | Add +99.2% | 187,947 | $1.5M |
| LPL Financial LLC | 0.00% | Add +3.4% | 159,660 | $1.3M |
| Cohen & Steers, Inc. | 0.00% | No change | 138,801 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.3% | 116,977 | $948K |
| Truist Financial Corp. | 0.00% | Reduce -21.8% | 102,151 | $827K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.5% | 99,984 | $810K |
| Morgan Stanley | 0.00% | Reduce -2.3% | 84,091 | $681K |
| UBS Group AG | 0.00% | Reduce -19.9% | 82,825 | $671K |
| NewEdge Advisors, LLC | 0.00% | Reduce -1.5% | 46,737 | $379K |
| MAS Advisors LLC | 0.51% | Add +38.0% | 41,090 | $333K |
| Institute for Wealth Management, LLC. | 0.03% | Add +6.1% | 26,788 | $217K |
| Royal Bank of Canada | 0.00% | Add +2.3% | 23,832 | $193K |
| Osaic Holdings, Inc. | 0.00% | Add +1.6% | 21,632 | $175K |
| Cetera Investment Advisers | 0.00% | Add +40.0% | 18,178 | $147K |
| Comerica Bank | 0.00% | No change | 15,400 | $125K |
| Argyle Capital Partners, LLC | 0.09% | No change | 12,985 | $105K |
| Owen LaRue, LLC | 0.05% | New | 11,200 | $91K |
| Bank of America Corp. | 0.00% | Add +2.0% | 10,396 | $84K |
| Avantax Advisory Services, Inc. | 0.00% | No change | 10,006 | $81K |
| CoreCap Advisors, LLC | 0.00% | Reduce -26.7% | 7,400 | $60K |
| MAI Capital Management | 0.00% | No change | 4,542 | $37K |
| Financial Management Professionals, Inc. | 0.00% | Add +14.4% | 509 | $4K |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 302 | $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.