PIMCO GLBL Stockspl &XPGPX

13F holders, Q1 2026 (March 31)
31holders +2
3new positions
0sold out
$8.34avg. 13F price*

At the end of Q1 2026, 31 institutions reported holding PIMCO GLBL Stockspl & Inc. (XPGPX) in their 13F filings, up 2 from Q4 2025. 3 opened new positions and 0 sold out. The largest holders were Rivernorth Capital Management, LLC ($2.9M), Shaker Financial Services, LLC ($1.9M) and LPL Financial LLC ($1.5M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions3$169K
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 148,991 shares bought and 9,595 shares sold, net +139,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 31 holders

Rivernorth Capital Management, LLC 0.14% No change 345,951 $2.9M
Shaker Financial Services, LLC 0.67% Add +101.1% 228,848 $1.9M
LPL Financial LLC 0.00% Add +0.0% 177,454 $1.5M
Guggenheim Capital LLC 0.01% Reduce -0.7% 154,286 $1.3M
Morgan Stanley 0.00% Add +8.6% 142,216 $1.2M
Cohen & Steers, Inc. 0.00% No change 138,801 $1.2M
Kestra Advisory Services, LLC 0.00% Add +0.6% 90,397 $753K
UBS Group AG 0.00% Reduce -0.6% 80,000 $666K
Truist Financial Corp. 0.00% Reduce -2.4% 77,208 $643K
Envestnet Asset Management Inc. 0.00% Reduce -2.8% 77,208 $643K
NewEdge Advisors, LLC 0.00% Reduce -1.9% 42,537 $354K
Institute for Wealth Management, LLC. 0.03% Add +0.2% 37,850 $315K
Cetera Investment Advisers 0.00% Add +4.6% 31,282 $261K
Commonwealth Equity Services, LLC 0.00% Reduce -3.7% 24,270 $202K
Royal Bank of Canada 0.00% Add +0.0% 24,272 $202K
Osaic Holdings, Inc. 0.00% Reduce -1.1% 21,630 $180K
Fifth Third Bancorp 0.00% New 15,402 $128K
Argyle Capital Partners, LLC 0.08% No change 13,985 $116K
Owen LaRue, LLC 0.04% Add +0.7% 11,815 $98K
Bank of America Corp. 0.00% Add +1.8% 11,226 $94K
CoreCap Advisors, LLC 0.00% Reduce -21.3% 7,400 $62K
MAI Capital Management 0.00% No change 4,542 $38K
Destiny Wealth Partners, LLC 0.00% New 3,400 $28K
Cwm, LLC 0.00% No change 1,789 $15K
Northwestern Mutual Wealth Management Co. 0.00% New 1,516 $13K
Rockefeller Capital Management L.P. 0.00% No change 1,000 $8K
Triumph Capital Management 0.00% No change 700 $6K
Wells Fargo & Company 0.00% Add +14.9% 347 $3K
Highline Wealth Partners LLC 0.00% Add +8.3% 325 $3K
FNY Investment Advisers, LLC 0.00% No change 300 $2K
Allworth Financial LP 0.00% No change 100 $833

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