PIMCO Dynamic Income FundPDI
13F holders, Q1 2024 (March 31)268holders
$19.31avg. 13F price*
At the end of Q1 2024, 268 institutions reported holding PIMCO Dynamic Income Fund (PDI) in their 13F filings. The largest holders were Morgan Stanley ($208.2M), Bank of America Corp. ($48.6M) and LPL Financial LLC ($46.5M).
- Company
- PIMCO Dynamic Income Fund
- CUSIP
- 72201Y101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $32.9M |
| Exits | 22 | $4.6M |
Ownership 268 holders
| Morgan Stanley | 0.02% | Add +3.9% | 10,795,264 | $208.2M |
| Bank of America Corp. | 0.00% | Add +37.3% | 2,517,545 | $48.6M |
| LPL Financial LLC | 0.03% | Add +29.6% | 2,411,483 | $46.5M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +23.3% | 1,358,765 | $26.2M |
| Cohen & Steers, Inc. | 0.05% | Reduce -4.5% | 1,349,920 | $26.0M |
| UBS Group AG | 0.01% | Reduce -4.0% | 1,347,247 | $26.0M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 1,321,788 | $25.5M |
| Osaic Holdings, Inc. | 0.05% | Add +1.8% | 1,218,326 | $23.5M |
| TD Waterhouse Canada Inc. | 0.13% | Add +6.3% | 864,041 | $17.8M |
| SOL Capital Management CO | 2.21% | Add +3.6% | 911,108 | $17.6M |
| PFG Investments, LLC | 1.05% | New | 903,964 | $17.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.2% | 846,410 | $16.3M |
| Penserra Capital Management LLC | 0.20% | Add +9.3% | 840,641 | $16.2M |
| Rivernorth Capital Management, LLC | 0.78% | Reduce -16.5% | 835,376 | $16.1M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +6.7% | 642,970 | $12.4M |
| Cornerstone Advisory, LLC | 1.73% | Reduce -0.7% | 628,174 | $12.1M |
| Wagner Wealth Management, LLC | 3.60% | Add +20.6% | 611,658 | $11.8M |
| Independent Financial Group, LLC | 0.54% | Add +162.6% | 606,863 | $11.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.8% | 538,443 | $10.4M |
| Private Advisor Group, LLC | 0.07% | Add +11.8% | 520,387 | $10.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.9% | 513,096 | $9.9M |
| Cetera Investment Advisers | 0.02% | Add +291.5% | 493,315 | $9.5M |
| Raymond James & Associates | 0.01% | Add +11.7% | 420,838 | $8.1M |
| Guggenheim Capital LLC | 0.05% | Add +31.8% | 345,157 | $6.7M |
| Choreo, LLC | 0.16% | Add +3.1% | 317,457 | $6.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.5% | 315,789 | $6.1M |
| AE Wealth Management LLC | 0.06% | Reduce -38.9% | 273,667 | $5.3M |
| Wealthcare Advisory Partners LLC | 0.17% | New | 266,715 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +4.5% | 247,626 | $4.8M |
| IFP Advisors, Inc | 0.21% | Add +12.9% | 244,769 | $4.7M |
| Principal Securities, Inc. | 0.13% | Reduce -24.9% | 208,966 | $4.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -11.6% | 205,933 | $4.0M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -11.6% | 205,933 | $4.0M |
| Beta Wealth Group, Inc. | 1.90% | Reduce -8.4% | 202,840 | $3.9M |
| Means Investment Co., Inc. | 0.50% | Add +1.6% | 201,520 | $3.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +31.6% | 199,564 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -29.6% | 188,309 | $3.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.4% | 187,644 | $3.6M |
| Gill Capital Partners, LLC | 1.43% | Reduce -1.1% | 186,714 | $3.5M |
| Hartline Investment Corp./ | 0.62% | New | 181,464 | $3.5M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.62% | Reduce -4.1% | 181,464 | $3.5M |
| Captrust Financial Advisors | 0.01% | Add +5.5% | 157,726 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +5.4% | 157,031 | $3.0M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +4.1% | 143,136 | $2.8M |
| Evergreen Capital Management LLC | 0.10% | Reduce -4.5% | 138,052 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +2.2% | 130,386 | $2.5M |
| Williams Jones Wealth Management, LLC. | 0.03% | Reduce -5.7% | 128,532 | $2.5M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +3.6% | 132,483 | $2.3M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +238.5% | 119,959 | $2.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.8% | 118,318 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.19% | No change | 117,435 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Add +87.3% | 115,163 | $2.2M |
| Tennessee Valley Asset Management Partners | 0.52% | Add +1.4% | 110,498 | $2.1M |
| Wealthstar Advisors, LLC | 0.74% | Add +26.4% | 110,102 | $2.1M |
| Bank of Montreal | 0.00% | Reduce -2.6% | 105,815 | $2.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -6.4% | 104,622 | $2.0M |
| Stifel Financial Corp. | 0.00% | Reduce -1.6% | 100,556 | $1.9M |
| MML Investors Services, LLC | 0.01% | Reduce -38.0% | 96,807 | $1.9M |
| Wedbush Securities Inc. | 0.07% | Reduce -5.7% | 93,500 | $1.8M |
| Cibc World Market Inc. | 0.00% | Reduce -2.0% | 91,525 | $1.8M |
| First Foundation Advisors | 0.07% | No change | 90,596 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.1% | 90,300 | $1.7M |
| Western Wealth Management, LLC | 0.13% | Reduce -14.9% | 88,994 | $1.7M |
| Venture Visionary Partners LLC | 0.08% | Add +1.4% | 87,335 | $1.7M |
| MorganRosel Wealth Management, LLC | 0.57% | Reduce -42.4% | 83,167 | $1.6M |
| MAS Advisors LLC | 1.79% | Add +20.2% | 80,179 | $1.5M |
| Merit Financial Group, LLC | 0.04% | Reduce -3.5% | 79,881 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.7% | 78,396 | $1.5M |
| Significant Wealth Partners LLC | 0.99% | Reduce -64.9% | 77,854 | $1.5M |
| Anfield Capital Management, LLC | 0.69% | Add +7.4% | 73,961 | $1.4M |
| Truist Financial Corp. | 0.00% | Add +9.6% | 69,555 | $1.3M |
| Parisi Gray Wealth Management | 0.50% | No change | 69,000 | $1.3M |
| Scotia Capital Inc. | 0.01% | Reduce -4.0% | 66,304 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +6.1% | 63,643 | $1.2M |
| Comerica Bank | 0.01% | Add +6.7% | 63,074 | $1.2M |
| National Bank of Canada | 0.00% | Add +13.5% | 63,268 | $1.2M |
| Bensler, LLC | 0.17% | Add +344.9% | 61,225 | $1.2M |
| Marks Group Wealth Management, Inc | 0.12% | No change | 59,642 | $1.2M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -0.4% | 56,448 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 56,220 | $1.1M |
| CoreCap Advisors, LLC | 0.06% | Add +12.7% | 55,672 | $1.1M |
| Arcus Capital Partners, LLC | 0.34% | Add +1.6% | 55,416 | $1.1M |
| Northern Trust Corp. | 0.00% | New | 54,612 | $1.1M |
| RFG Advisory, LLC | 0.04% | Add +0.8% | 54,578 | $1.1M |
| Tradition Wealth Management, LLC | 0.10% | Add +24.5% | 53,305 | $1.0M |
| Americana Partners, LLC | 0.09% | No change | 52,875 | $1.0M |
| Flagship Private Wealth, LLC | 0.65% | Add +6.3% | 52,492 | $1.0M |
| Raymond James Trust N.A. | 0.02% | Add +2.9% | 52,036 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -11.6% | 50,672 | $977K |
| Kaizen Financial Strategies | 0.66% | Add +3.4% | 50,202 | $968K |
| MRA Advisory Group | 0.57% | Add +30.6% | 49,685 | $958K |
| HF Advisory Group, LLC | 0.52% | Add +0.9% | 48,375 | $933K |
| Savant Capital, LLC | 0.01% | Reduce -0.3% | 48,205 | $930K |
| Summit X, LLC | 0.24% | Reduce -9.4% | 48,191 | $930K |
| Garden State Investment Advisory Services LLC | 0.33% | Reduce -1.1% | 46,085 | $895K |
| HUB Investment Partners, LLC | 0.05% | Add +0.0% | 44,530 | $859K |
| Focus Financial Network, Inc. | 0.04% | — | 46,185 | $858K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +3.0% | 44,362 | $856K |
| Alexander Labrunerie & Co., Inc. | 0.49% | — | 44,331 | $855K |
| Cwm, LLC | 0.00% | Add +483.0% | 44,230 | $853K |
| M Holdings Securities, Inc. | 0.14% | Reduce -13.2% | 43,837 | $846K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +51.0% | 41,966 | $810K |
| Private Trust Co. NA | 0.09% | Add +79.6% | 41,845 | $807K |
| Spire Wealth Management | 0.01% | Add +12.1% | 41,202 | $795K |
| NewEdge Wealth, LLC | 0.02% | Add +2.1% | 41,104 | $790K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.1% | 39,910 | $770K |
| Gateway Advisory, LLC | 0.13% | Add +2.0% | 39,787 | $767K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.5% | 39,711 | $766K |
| Cerity Partners LLC | 0.00% | Reduce -51.0% | 39,216 | $756K |
| Lido Advisors, LLC | 0.01% | Add +0.1% | 37,926 | $740K |
| E&G Advisors, LLC | 0.22% | Reduce -0.1% | 36,939 | $713K |
| Samalin Investment Counsel, LLC | 0.33% | Add +4.2% | 36,113 | $697K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.5% | 35,543 | $686K |
| DRW Securities, LLC | 0.04% | New | 34,900 | $673K |
| Arete Wealth Advisors, LLC | 0.06% | Add +4.2% | 34,811 | $672K |
| Sigma Planning Corp | 0.02% | Reduce -18.9% | 34,290 | $661K |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -50.5% | 33,669 | $649K |
| NCP Inc. | 0.44% | — | 33,087 | $638K |
| Edge Wealth Management LLC | 0.13% | Reduce -14.6% | 32,257 | $622K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -1.5% | 31,715 | $612K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 31,560 | $609K |
| Koshinski Asset Management, Inc. | 0.06% | Add +211.0% | 31,176 | $601K |
| D.A. Davidson & Co. | 0.01% | Reduce -15.6% | 31,166 | $601K |
| Townsquare Capital LLC | 0.01% | Add +1.7% | 29,781 | $574K |
| XTX Topco Ltd | 0.08% | New | 29,597 | $571K |
| Certified Advisory Corp | 0.08% | Reduce -10.2% | 29,283 | $565K |
| All Season Financial Advisors, Inc. | 0.47% | Add +7.3% | 29,151 | $562K |
| Snowden Capital Advisors LLC | 0.02% | New | 28,422 | $556K |
| Quarry Hill Advisors, LLC | 0.40% | Add +3.5% | 28,296 | $546K |
| Ramiah Investment Group | 0.51% | Add +5.0% | 28,281 | $546K |
| Aviance Capital Partners, LLC | 0.08% | Reduce -7.0% | 26,581 | $513K |
| Cooper Financial Group | 0.08% | No change | 26,233 | $506K |
| Aptus Capital Advisors, LLC | 0.01% | Add +12.4% | 25,766 | $497K |
| Sage Capital Advisors,llc | 0.14% | Add +2.9% | 25,329 | $489K |
| Goldstone Financial Group, LLC | 0.11% | Add +27.7% | 25,302 | $488K |
| Compound Planning, Inc. | 0.04% | Reduce -2.8% | 24,764 | $478K |
| Bulltick Wealth Management, LLC | 0.10% | Reduce -7.8% | 24,340 | $475K |
| ACT Advisors, LLC. | 0.24% | Reduce -47.6% | 22,750 | $439K |
| Nicholas Hoffman & Company, LLC. | 0.02% | Reduce -14.8% | 22,572 | $435K |
| Axxcess Wealth Management, LLC | 0.01% | New | 22,185 | $428K |
| Bank of New York Mellon Corp | 0.00% | Add +13.9% | 21,561 | $416K |
| Mercer Global Advisors Inc. | 0.00% | Add +27.8% | 21,213 | $409K |
| Mathes Company, Inc. | 0.15% | Reduce -5.0% | 21,066 | $406K |
| Transcend Capital Advisors, LLC | 0.03% | Add +6.3% | 20,554 | $396K |
| Equitable Holdings, Inc. | 0.00% | Add +39.2% | 20,112 | $388K |
| Gateway Wealth Partners, LLC | 0.14% | Reduce -9.2% | 19,602 | $378K |
| Moors & Cabot, Inc. | 0.02% | Add +18.6% | 19,590 | $378K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.1% | 19,553 | $377K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Add +38.1% | 19,239 | $371K |
| CreativeOne Wealth, LLC | 0.01% | New | 18,694 | $361K |
| Future Financial Wealth Managment LLC | 0.28% | Add +40.5% | 18,693 | $361K |
| Northwest Wealth Management, LLC | 0.10% | Add +2.1% | 18,511 | $357K |
| Ameritas Advisory Services, LLC | 0.01% | New | 17,944 | $345K |
| NWF Advisory Services Inc. | 0.06% | Add +7.3% | 17,769 | $343K |
| Beverly Hills Private Wealth, LLC | 0.08% | New | 17,719 | $342K |
| Global Retirement Partners, LLC | 0.01% | Add +1.8% | 17,695 | $341K |
| Stephens Inc. | 0.01% | Add +0.4% | 17,651 | $340K |
| Optimum Investment Advisors | 0.16% | No change | 17,600 | $340K |
| Financial Alternatives, Inc | 0.26% | Reduce -11.3% | 17,255 | $333K |
| Melfa Wealth Management, Inc. | 0.24% | No change | 17,126 | $330K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +6.8% | 17,103 | $330K |
| Hollencrest Capital Management | 0.01% | Add +0.2% | 16,952 | $327K |
| Jane Street Group, LLC | 0.00% | Add +46.6% | 16,420 | $317K |
| Family Manage LLC | 0.06% | Reduce -85.9% | 16,349 | $315K |
| Quantum Private Wealth, LLC | 0.12% | Add +0.1% | 16,262 | $314K |
| Kovack Advisors, Inc. | 0.04% | Add +0.2% | 16,173 | $312K |
| Level Four Advisory Services, LLC | 0.02% | No change | 17,110 | $307K |
| International Assets Investment Management, LLC | 0.03% | Add +0.9% | 15,667 | $304K |
| Beacon Financial Advisory LLC | 0.15% | Add +34.7% | 15,692 | $303K |
| SouthState Bank Corp | 0.02% | Reduce -3.0% | 15,613 | $301K |
| Harbour Investments, Inc. | 0.01% | Add +3.6% | 15,530 | $300K |
| Syverson Strege & Co | 0.11% | Add +8.8% | 15,370 | $296K |
| OneDigital Investment Advisors LLC | 0.00% | Add +26.9% | 15,174 | $293K |
| Csenge Advisory Group | 0.02% | New | 15,068 | $291K |
| Palogic Value Management, L.P. | 0.13% | No change | 15,009 | $290K |
| CIBC Private Wealth Group LLC | 0.00% | New | 14,374 | $279K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +4.9% | 14,470 | $279K |
| Chicago Partners Investment Group LLC | 0.01% | Add +46.6% | 14,816 | $279K |
| Capital CS Group, LLC | 0.28% | Add +14.9% | 14,411 | $278K |
| BCS Wealth Management | 0.09% | No change | 13,904 | $268K |
| MWA Asset Management | 0.19% | Add +17.7% | 13,805 | $266K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 13,687 | $264K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 13,419 | $259K |
| Visionary Wealth Advisors | 0.02% | Add +14.9% | 13,203 | $255K |
| L.M. Kohn & Company | 0.07% | Add +8.3% | 13,060 | $252K |
| Verition Fund Management LLC | 0.00% | New | 13,000 | $251K |
| Magnus Financial Group LLC | 0.03% | Reduce -15.1% | 12,852 | $248K |
| United Capital Financial Advisors, LLC | 0.00% | New | 12,652 | $244K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -76.0% | 12,440 | $240K |
| Country Trust Bank | 0.01% | No change | 12,277 | $237K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.6% | 12,248 | $236K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -26.2% | 12,069 | $233K |
| Summitry LLC | 0.01% | No change | 12,000 | $231K |
| Regal Investment Advisors LLC | 0.02% | Add +0.3% | 11,767 | $227K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -9.4% | 11,531 | $222K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -5.5% | 11,412 | $220K |
| Centaurus Financial, Inc. | 0.02% | Reduce -18.8% | 11,327 | $218K |
| Key Client Fiduciary Advisors, LLC | 0.12% | New | 11,300 | $218K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.9% | 11,156 | $215K |
| Lanark Financial, Inc. | 0.02% | Add +11.8% | 10,669 | $215K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -23.5% | 10,884 | $210K |
| Avestar Capital, LLC | 0.02% | Reduce -16.6% | 10,719 | $209K |
| SpiderRock Advisors, LLC | 0.01% | — | 10,887 | $207K |
| Corient Private Wealth LP | 0.00% | Reduce -3.0% | 10,500 | $203K |
| Strategic Financial Concepts, LLC | 0.05% | New | 10,450 | $202K |
| Founders Financial Securities LLC | 0.02% | No change | 10,352 | $200K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 10,323 | $199K |
| Creative Planning | 0.00% | Reduce -70.0% | 10,032 | $194K |
| WealthTrust Asset Management, LLC | 0.15% | No change | 10,014 | $193K |
| Belpointe Asset Management LLC | 0.01% | Reduce -0.3% | 10,004 | $193K |
| Consilium Wealth Advisory, LLC | 0.11% | No change | 10,000 | $193K |
| CFO4Life Group, LLC | 0.04% | New | 10,000 | $193K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 9,702 | $187K |
| AllSquare Wealth Management LLC | 0.11% | No change | 9,340 | $180K |
| Benjamin Edwards Inc. | 0.03% | No change | 8,910 | $172K |
| Deutsche Bank AG | 0.00% | New | 8,888 | $171K |
| Concord Wealth Partners | 0.03% | Add +3.8% | 8,496 | $164K |
| Gilliland Jeter Wealth Management LLC | 0.06% | New | 8,401 | $162K |
| Westside Investment Management, Inc. | 0.03% | No change | 7,218 | $139K |
| FNY Investment Advisers, LLC | 0.07% | No change | 5,600 | $108K |
| Highlander Capital Management, LLC | 0.04% | Reduce -12.3% | 5,000 | $96K |
| Natixis | 0.00% | Reduce -14.1% | 4,902 | $95K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +52.9% | 3,760 | $73K |
| ICA Group Wealth Management, LLC | 0.01% | Add +1.5% | 3,471 | $67K |
| Bogart Wealth, LLC | 0.00% | No change | 3,354 | $65K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -11.2% | 3,189 | $62K |
| Lindbrook Capital, LLC | 0.01% | No change | 3,000 | $58K |
| Rothschild Investment LLC | 0.00% | No change | 3,000 | $58K |
| FMR LLC | 0.00% | Add +144650.0% | 2,895 | $56K |
| Huntington National Bank | 0.00% | No change | 2,730 | $53K |
| US Bancorp \de | 0.00% | Reduce -19.5% | 2,399 | $46K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,158 | $42K |
| Tucker Asset Management LLC | 0.01% | New | 2,151 | $41K |
| PSI Advisors, LLC | 0.01% | Add +24.8% | 2,007 | $39K |
| Baldwin Wealth Partners LLC | 0.00% | New | 2,000 | $39K |
| Coston, McIsaac & Partners | 0.01% | Add +1.8% | 1,977 | $38K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -15.3% | 1,987 | $38K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 1,840 | $35K |
| Sound Income Strategies, LLC | 0.00% | Add +34.6% | 1,757 | $34K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 1,700 | $33K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,650 | $32K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -29.8% | 1,600 | $31K |
| AlphaMark Advisors, LLC | 0.01% | Add +3.5% | 1,532 | $30K |
| Webster Bank, N. A. | 0.00% | No change | 1,459 | $28K |
| Gradient Investments LLC | 0.00% | No change | 1,450 | $28K |
| Mather Group, Llc. | 0.00% | New | 1,448 | $26K |
| Retirement Group, LLC | 0.01% | Reduce -83.8% | 1,311 | $25K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 1,289 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,276 | $25K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -34.7% | 1,253 | $24K |
| Transcendent Capital Group LLC | 0.01% | New | 1,250 | $24K |
| Larson Financial Group LLC | 0.00% | Add +2.3% | 1,228 | $24K |
| Blue Trust, Inc. | 0.00% | New | 948 | $18K |
| Tompkins Financial Corp. | 0.00% | No change | 930 | $18K |
| LRI Investments, LLC | 0.00% | — | 888 | $17K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 490 | $9K |
| NBT Bank, N.A. | 0.00% | No change | 487 | $9K |
| Providence Capital Advisors, LLC | 0.00% | New | 425 | $8K |
| Financial Management Professionals, Inc. | 0.00% | No change | 400 | $8K |
| Register Financial Advisors LLC | 0.00% | New | 409 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 352 | $7K |
| Estabrook Capital Management | 0.00% | No change | 327 | $6K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 300 | $6K |
| Allworth Financial LP | 0.00% | Add +27200.0% | 273 | $5K |
| REAP Financial Group, LLC | 0.00% | No change | 269 | $5K |
| TD Capital Management LLC | 0.00% | New | 71 | $1K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 42 | $811 |
| Key Financial Inc | 0.00% | No change | 33 | $637 |
"% of holder's portfolio" is PDI's weight in each manager's 13F, not the share of PIMCO Dynamic Income Fund the manager owns.