PIMCO Dynamic Income FundPDI
13F holders, Q3 2024 (September 30)293holders +20
45new positions
25sold out
1famous investor
$20.27avg. 13F price*
At the end of Q3 2024, 293 institutions reported holding PIMCO Dynamic Income Fund (PDI) in their 13F filings, up 20 from Q2 2024. 45 opened new positions and 25 sold out. The largest holders were Morgan Stanley ($235.8M), Bank of America Corp. ($53.0M) and LPL Financial LLC ($52.9M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- PIMCO Dynamic Income Fund
- CUSIP
- 72201Y101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $32.7M |
| Exits | 25 | $27.9M |
All 13F filers, Q2 2024 → Q3 2024: 4,656,405 shares bought and 2,475,158 shares sold, net +2,181,247 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 293 holders
| Morgan Stanley | 0.02% | Add +1.4% | 11,631,901 | $235.8M |
| Bank of America Corp. | 0.00% | Reduce -6.0% | 2,614,876 | $53.0M |
| LPL Financial LLC | 0.02% | Add +3.2% | 2,611,312 | $52.9M |
| Atria Wealth Solutions, Inc. | 0.32% | Reduce -0.3% | 1,458,740 | $29.6M |
| UBS Group AG | 0.01% | Add +7.5% | 1,386,530 | $28.1M |
| Cohen & Steers, Inc. | 0.05% | Add +0.5% | 1,295,834 | $26.3M |
| Royal Bank of Canada | 0.01% | Add +18.9% | 1,195,746 | $24.2M |
| Independent Financial Group, LLC | 0.82% | Add +57.9% | 1,104,284 | $22.4M |
| PFG Investments, LLC | 1.38% | Add +10.3% | 1,051,960 | $21.3M |
| Osaic Holdings, Inc. | 0.05% | Add +9.7% | 1,008,889 | $20.5M |
| TD Waterhouse Canada Inc. | 0.16% | Add +12.7% | 964,826 | $19.6M |
| Cetera Investment Advisers | 0.04% | Add +64.9% | 924,365 | $18.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +13.9% | 878,840 | $17.8M |
| SOL Capital Management CO | 1.96% | Reduce -2.6% | 871,238 | $17.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +19.5% | 819,187 | $16.6M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +15.4% | 739,092 | $15.0M |
| Consolidated Capital Management, LLC | 6.14% | New | 694,438 | $14.1M |
| Wagner Wealth Management, LLC | 3.31% | Reduce -1.5% | 605,014 | $12.3M |
| Private Advisor Group, LLC | 0.07% | Add +5.4% | 586,952 | $11.9M |
| Cornerstone Advisory, LLC | 1.45% | Reduce -7.2% | 542,364 | $11.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.0% | 534,343 | $10.8M |
| Guggenheim Capital LLC | 0.07% | Add +11.8% | 490,384 | $9.9M |
| Choreo, LLC | 0.10% | Add +3.4% | 343,719 | $7.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.3% | 325,320 | $6.6M |
| IFP Advisors, Inc | 0.24% | Add +8.0% | 321,660 | $6.5M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +3.8% | 309,089 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +18.6% | 288,379 | $5.8M |
| Mission Hills Financial Advisory, LLC | 4.97% | — | 297,018 | $5.8M |
| AE Wealth Management LLC | 0.05% | Reduce -0.5% | 258,187 | $5.2M |
| Avantax Advisory Services, Inc. | 0.03% | Add +84.2% | 255,919 | $5.2M |
| Raymond James & Associates | 0.00% | Reduce -43.5% | 241,397 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +640.5% | 230,725 | $4.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.0% | 211,593 | $4.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -2.5% | 206,613 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -2.5% | 206,613 | $4.2M |
| Beta Wealth Group, Inc. | 1.88% | Add +2.8% | 205,640 | $4.2M |
| Means Investment Co., Inc. | 0.45% | Add +2.3% | 200,663 | $4.1M |
| Principal Securities, Inc. | 0.10% | Add +5.2% | 196,966 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -4.4% | 183,687 | $3.7M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.56% | Add +0.3% | 180,961 | $3.7M |
| Gill Capital Partners, LLC | 1.27% | Reduce -0.8% | 175,211 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +3.5% | 168,658 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -19.5% | 166,423 | $3.4M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.2% | 160,820 | $3.3M |
| Quarry Hill Advisors, LLC | 2.09% | Add +2.5% | 153,827 | $3.1M |
| U.S. Capital Wealth Advisors, LLC | 0.11% | Add +1.0% | 148,210 | $3.0M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Reduce -12.3% | 138,123 | $2.8M |
| Bensler, LLC | 0.33% | Add +41.3% | 130,178 | $2.6M |
| Evergreen Capital Management LLC | 0.09% | Reduce -2.2% | 127,224 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +10.4% | 127,198 | $2.6M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.5% | 123,269 | $2.5M |
| Williams Jones Wealth Management, LLC. | 0.03% | Reduce -4.6% | 118,460 | $2.4M |
| TrueMark Investments, LLC | 0.76% | Add +43.8% | 117,516 | $2.4M |
| RFG Advisory, LLC | 0.07% | Add +48.5% | 116,712 | $2.4M |
| Tennessee Valley Asset Management Partners | 0.38% | Add +0.8% | 113,023 | $2.3M |
| Bank of Montreal | 0.00% | Add +12.3% | 128,886 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -4.8% | 102,223 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.1% | 101,161 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.21% | Add +26.9% | 97,244 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.1% | 92,446 | $1.9M |
| Venture Visionary Partners LLC | 0.08% | Add +2.7% | 92,062 | $1.9M |
| Morse Asset Management, Inc | 0.40% | New | 90,147 | $1.8M |
| Marks Group Wealth Management, Inc | 0.17% | Add +0.5% | 89,984 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +45.5% | 89,732 | $1.8M |
| MAS Advisors LLC | 3.87% | Add +0.3% | 89,624 | $1.8M |
| MorganRosel Wealth Management, LLC | 0.59% | Add +7.4% | 88,766 | $1.8M |
| Western Wealth Management, LLC | 0.10% | Add +16.5% | 88,700 | $1.8M |
| Alexander Labrunerie & Co., Inc. | 0.83% | Add +37.1% | 88,629 | $1.8M |
| Wedbush Securities Inc. | 0.07% | Add +0.0% | 88,154 | $1.8M |
| Duncan Williams Asset Management, LLC | 0.98% | New | 87,956 | $1.8M |
| Horizon Kinetics Asset Management LLC | 0.03% | Add +55.0% | 87,188 | $1.8M |
| Cibc World Market Inc. | 0.00% | Add +2.4% | 85,621 | $1.7M |
| Drive Wealth Management, LLC | 0.45% | New | 84,485 | $1.7M |
| Flagship Private Wealth, LLC | 0.85% | Add +50.8% | 81,546 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.10% | Reduce -17.5% | 71,779 | $1.5M |
| Comerica Bank | 0.01% | Add +2.7% | 71,233 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -7.6% | 70,457 | $1.4M |
| Parisi Gray Wealth Management | 0.46% | No change | 69,000 | $1.4M |
| Scotia Capital Inc. | 0.01% | Reduce -1.8% | 68,690 | $1.4M |
| Focus Financial Network, Inc. | 0.06% | Add +0.8% | 67,129 | $1.4M |
| Invesco Ltd. | 0.00% | New | 67,354 | $1.4M |
| Private Trust Co. NA | 0.14% | Add +55.5% | 67,215 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Reduce -7.5% | 66,755 | $1.4M |
| Merit Financial Group, LLC | 0.03% | Reduce -11.9% | 66,123 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.4% | 60,765 | $1.2M |
| CoreCap Advisors, LLC | 0.05% | Add +0.8% | 57,498 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 55,620 | $1.1M |
| MRA Advisory Group | 0.61% | Add +8.6% | 54,826 | $1.1M |
| NCP Inc. | 0.63% | Add +11.1% | 54,268 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.2% | 53,958 | $1.1M |
| Goldstone Financial Group, LLC | 0.19% | Add +3.4% | 53,162 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -18.2% | 52,953 | $1.1M |
| Americana Partners, LLC | 0.07% | No change | 52,875 | $1.1M |
| HF Advisory Group, LLC | 0.50% | Add +2.0% | 52,747 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -4.6% | 52,731 | $1.1M |
| Truist Financial Corp. | 0.00% | Reduce -31.3% | 52,126 | $1.1M |
| Tradition Wealth Management, LLC | 0.09% | Reduce -8.2% | 51,877 | $1.1M |
| Sigma Planning Corp | 0.03% | Add +55.8% | 51,852 | $1.1M |
| Kaizen Financial Strategies | 0.61% | Add +0.8% | 51,338 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +15.6% | 51,265 | $1.0M |
| XTX Topco Ltd | 0.07% | Add +235.1% | 49,653 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Add +7.4% | 49,031 | $994K |
| Raymond James Trust N.A. | 0.02% | No change | 48,736 | $988K |
| M Holdings Securities, Inc. | 0.24% | Reduce -5.2% | 47,448 | $962K |
| First Foundation Advisors | 0.04% | Reduce -43.0% | 47,146 | $956K |
| Garden State Investment Advisory Services LLC | 0.30% | No change | 46,085 | $934K |
| HUB Investment Partners, LLC | 0.04% | Add +0.0% | 43,163 | $875K |
| Lido Advisors, LLC | 0.01% | Add +5.7% | 42,940 | $870K |
| Gateway Advisory, LLC | 0.14% | Add +1.9% | 41,797 | $847K |
| Summit X, LLC | 0.20% | No change | 44,573 | $838K |
| Samalin Investment Counsel, LLC | 0.36% | Add +11.7% | 40,984 | $831K |
| Consolidated Portfolio Review Corp | 0.18% | New | 40,227 | $815K |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 39,513 | $801K |
| Arcus Capital Partners, LLC | 0.29% | Reduce -10.3% | 38,940 | $789K |
| All Season Financial Advisors, Inc. | 0.66% | Add +1.5% | 38,208 | $774K |
| PFG Advisors | 0.05% | New | 37,753 | $765K |
| Outlook Wealth Advisors, LLC | 0.22% | Add +6.4% | 37,551 | $761K |
| Thomasville National Bank | 0.06% | New | 37,526 | $761K |
| E&G Advisors, LLC | 0.21% | Add +0.7% | 37,201 | $754K |
| NewEdge Wealth, LLC | 0.01% | Reduce -5.1% | 36,644 | $743K |
| Oppenheimer & Co. Inc. | 0.01% | New | 36,503 | $740K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.7% | 36,289 | $736K |
| Equitable Holdings, Inc. | 0.01% | Add +35.0% | 35,801 | $726K |
| Millennium Management | 0.00% | New | 35,303 | $716K |
| Ramiah Investment Group | 0.67% | Add +13.2% | 35,053 | $711K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +19.1% | 34,716 | $704K |
| National Bank of Canada | 0.00% | Reduce -37.8% | 32,815 | $665K |
| Beacon Financial Advisory LLC | 0.22% | Add +24.4% | 32,529 | $659K |
| Fifth Third Bancorp | 0.00% | New | 31,962 | $648K |
| Jane Street Group, LLC | 0.00% | Add +58.1% | 31,729 | $643K |
| Focus Partners Wealth | 0.00% | New | 7,247 | $623K |
| Baker Avenue Asset Management, LP | 0.02% | New | 30,600 | $620K |
| Certified Advisory Corp | 0.07% | Add +2.5% | 30,404 | $616K |
| Townsquare Capital LLC | 0.01% | Reduce -0.7% | 29,393 | $596K |
| Merkkuri Wealth Advisors LLC | 0.47% | Add +121.6% | 29,119 | $590K |
| Sage Capital Advisors,llc | 0.15% | Add +8.5% | 28,747 | $583K |
| Compound Planning, Inc. | 0.04% | Add +5.3% | 28,277 | $573K |
| Key Client Fiduciary Advisors, LLC | 0.26% | Add +50.4% | 27,664 | $561K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 27,431 | $556K |
| D.A. Davidson & Co. | 0.00% | Reduce -5.5% | 27,017 | $548K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -4.3% | 26,475 | $537K |
| Future Financial Wealth Managment LLC | 0.37% | Add +4.5% | 25,623 | $519K |
| Valeo Financial Advisors, LLC | 0.01% | Add +93.3% | 24,968 | $506K |
| Cooper Financial Group | 0.06% | New | 24,616 | $499K |
| Cary Street Partners Investment Advisory LLC | 0.02% | New | 24,045 | $487K |
| Triumph Capital Management | 0.17% | Reduce -14.3% | 23,402 | $485K |
| Prosperity Wealth Management, Inc. | 0.18% | Add +97.0% | 22,762 | $461K |
| Spire Wealth Management | 0.02% | Reduce -19.8% | 22,584 | $458K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 22,572 | $458K |
| Aviance Capital Partners, LLC | 0.06% | Reduce -16.8% | 22,505 | $456K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 22,185 | $450K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -23.6% | 21,234 | $430K |
| Mercer Global Advisors Inc. | 0.00% | Add +12.8% | 20,568 | $418K |
| Mathes Company, Inc. | 0.15% | Reduce -2.4% | 20,566 | $417K |
| HBW Advisory Services LLC | 0.06% | New | 20,485 | $415K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +14.6% | 19,956 | $405K |
| Cwm, LLC | 0.00% | Reduce -35.5% | 19,785 | $401K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +1.1% | 19,675 | $399K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | Add +0.6% | 19,470 | $395K |
| Insigneo Advisory Services, LLC | 0.04% | Add +13.8% | 19,140 | $388K |
| Chicago Partners Investment Group LLC | 0.01% | Add +12.5% | 19,626 | $385K |
| Mariner, LLC | 0.00% | Reduce -26.0% | 18,671 | $378K |
| Optimum Investment Advisors | 0.16% | No change | 18,600 | $377K |
| ACT Advisors, LLC. | 0.18% | Reduce -19.5% | 18,585 | $377K |
| Northwest Wealth Management, LLC | 0.09% | No change | 18,511 | $375K |
| Kovack Advisors, Inc. | 0.04% | Add +4.4% | 18,220 | $369K |
| Global Retirement Partners, LLC | 0.01% | Add +0.7% | 18,172 | $368K |
| Ameriprise Financial Inc. | 0.00% | Add +17.6% | 18,121 | $367K |
| Capital CS Group, LLC | 0.44% | Add +20.8% | 18,018 | $365K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -0.1% | 17,956 | $364K |
| Beverly Hills Private Wealth, LLC | 0.07% | Add +0.6% | 17,920 | $363K |
| Melfa Wealth Management, Inc. | 0.23% | No change | 17,126 | $347K |
| Waypoint Capital Advisors, LLC | 0.07% | Reduce -23.7% | 16,810 | $341K |
| Stephens Inc. | 0.00% | Add +0.4% | 16,798 | $340K |
| CreativeOne Wealth, LLC | 0.01% | New | 16,717 | $339K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +414825.0% | 16,597 | $336K |
| Hollencrest Capital Management | 0.01% | Reduce -2.7% | 16,522 | $335K |
| MWA Asset Management | 0.22% | Add +6.1% | 16,465 | $334K |
| NWF Advisory Services Inc. | 0.05% | Reduce -5.6% | 16,157 | $328K |
| Quantum Private Wealth, LLC | 0.11% | Reduce -0.9% | 16,126 | $327K |
| United Advisor Group, LLC | 0.07% | Add +13.4% | 15,934 | $323K |
| Diversify Wealth Management, LLC | 0.03% | New | 16,296 | $320K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 15,763 | $320K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.3% | 15,153 | $307K |
| Palogic Value Management, L.P. | 0.12% | No change | 15,009 | $304K |
| Prospera Financial Services Inc | 0.01% | New | 14,736 | $299K |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.0% | 14,385 | $292K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.8% | 14,338 | $291K |
| BCS Wealth Management | 0.12% | No change | 13,904 | $282K |
| Financial Alternatives, Inc | 0.20% | Reduce -9.3% | 13,874 | $281K |
| Creative Planning | 0.00% | Add +20.4% | 13,857 | $281K |
| International Assets Investment Management, LLC | 0.02% | Reduce -14.5% | 13,720 | $278K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +0.2% | 13,481 | $273K |
| Corient Private Wealth LP | 0.00% | Add +31.6% | 13,439 | $272K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -24.4% | 13,348 | $271K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -56.4% | 12,936 | $265K |
| StoneX Group Inc. | 0.02% | New | 12,577 | $258K |
| WealthTrust Axiom LLC | 0.08% | New | 12,636 | $256K |
| Coppell Advisory Solutions LLC | 0.04% | Add +100.5% | 12,404 | $251K |
| World Investment Advisors | 0.01% | New | 12,340 | $250K |
| Country Trust Bank | 0.01% | No change | 12,277 | $249K |
| Summitry LLC | 0.01% | Add +0.8% | 12,100 | $245K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 12,069 | $245K |
| Advisory Services Network, LLC | 0.01% | No change | 12,969 | $244K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -6.0% | 11,879 | $241K |
| Syverson Strege & Co | 0.08% | Reduce -24.9% | 11,786 | $239K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.1% | 11,776 | $239K |
| World Equity Group, Inc. | 0.09% | New | 11,766 | $238K |
| First Heartland Consultants, Inc. | 0.03% | New | 11,670 | $237K |
| L.M. Kohn & Company | 0.06% | Reduce -10.8% | 11,635 | $236K |
| Visionary Wealth Advisors | 0.01% | Add +0.4% | 11,482 | $233K |
| Dover Advisors, LLC | 0.13% | New | 11,300 | $229K |
| Susquehanna International Group, LLP | 0.00% | New | 11,296 | $229K |
| Gateway Wealth Partners, LLC | 0.06% | Reduce -9.4% | 11,062 | $224K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 11,000 | $223K |
| TPG Advisors LLC | 0.17% | Reduce -22.1% | 10,939 | $222K |
| Lanark Financial, Inc. | 0.02% | Add +1.3% | 10,932 | $221K |
| Benjamin Edwards Inc. | 0.00% | Add +22.3% | 10,897 | $221K |
| CFO4Life Group, LLC | 0.04% | Add +8.6% | 10,860 | $220K |
| Integrated Wealth Concepts LLC | 0.00% | New | 10,647 | $216K |
| Buska Wealth Management, LLC | 0.07% | New | 10,514 | $213K |
| Ieq Capital, LLC | 0.00% | New | 10,484 | $213K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -95.0% | 10,400 | $211K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 10,323 | $209K |
| Belpointe Asset Management LLC | 0.01% | Add +1.3% | 10,307 | $209K |
| Geneos Wealth Management Inc. | 0.01% | Add +29.7% | 10,231 | $207K |
| Consilium Wealth Advisory, LLC | 0.11% | No change | 10,000 | $203K |
| Disciplined Investments, LLC | 0.10% | New | 10,000 | $203K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -49.1% | 9,656 | $196K |
| AllSquare Wealth Management LLC | 0.11% | Add +3.2% | 9,640 | $195K |
| Harbour Investments, Inc. | 0.01% | Reduce -40.0% | 9,321 | $189K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -4.5% | 9,267 | $188K |
| Concord Wealth Partners | 0.03% | Add +3.7% | 9,132 | $185K |
| Gilliland Jeter Wealth Management LLC | 0.06% | Add +1.3% | 8,611 | $175K |
| Centaurus Financial, Inc. | 0.01% | Add +0.0% | 8,465 | $172K |
| Bogart Wealth, LLC | 0.01% | No change | 8,354 | $169K |
| Sound Income Strategies, LLC | 0.01% | Add +2.6% | 7,343 | $149K |
| Natixis | 0.00% | Add +135.4% | 7,322 | $148K |
| Westside Investment Management, Inc. | 0.03% | No change | 7,218 | $146K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 6,699 | $136K |
| Moisand Fitzgerald Tamayo, LLC | 0.02% | Add +237.6% | 6,211 | $126K |
| FNY Investment Advisers, LLC | 0.06% | New | 5,600 | $113K |
| Huntington National Bank | 0.00% | Add +93.4% | 5,280 | $107K |
| HBC Financial Services, PLLC | 0.06% | New | 5,000 | $97K |
| HHM Wealth Advisors, LLC | 0.01% | New | 4,423 | $90K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +13.3% | 4,260 | $87K |
| Farther Finance Advisors, LLC | 0.00% | Add +5970.1% | 4,067 | $82K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +33.3% | 4,000 | $81K |
| US Bancorp \de | 0.00% | Add +53.5% | 3,682 | $75K |
| WFA of San Diego, LLC | 0.06% | Reduce -1.5% | 3,273 | $66K |
| Lindbrook Capital, LLC | 0.01% | No change | 3,000 | $61K |
| Rothschild Investment LLC | 0.00% | No change | 3,000 | $61K |
| PSI Advisors, LLC | 0.02% | Add +12.0% | 2,800 | $57K |
| Sunbelt Securities, Inc. | 0.00% | Add +50.0% | 2,400 | $49K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,158 | $44K |
| Smartleaf Asset Management LLC | 0.01% | New | 2,044 | $41K |
| Coston, McIsaac & Partners | 0.01% | Add +1.8% | 2,046 | $41K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -33.3% | 2,000 | $41K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | No change | 1,700 | $34K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,650 | $33K |
| AlphaMark Advisors, LLC | 0.01% | Add +3.5% | 1,641 | $33K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 1,543 | $31K |
| Webster Bank, N. A. | 0.00% | No change | 1,459 | $30K |
| Paladin Wealth, LLC | 0.03% | — | 1,450 | $29K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +3145.2% | 1,363 | $28K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 1,253 | $25K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 1,276 | $25K |
| Larson Financial Group LLC | 0.00% | No change | 1,228 | $25K |
| Parallel Advisors, LLC | 0.00% | Add +12400.0% | 1,000 | $20K |
| Blue Trust, Inc. | 0.00% | Add +3.7% | 983 | $18K |
| LRI Investments, LLC | 0.00% | No change | 888 | $17K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 818 | $17K |
| WR Wealth Planners, LLC | 0.00% | Add +3.5% | 809 | $16K |
| Raleigh Capital Management Inc. | 0.00% | New | 620 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 490 | $10K |
| NBT Bank, N.A. | 0.00% | No change | 487 | $10K |
| FSA Wealth Management LLC | 0.00% | — | 412 | $10K |
| Providence Capital Advisors, LLC | 0.00% | No change | 425 | $9K |
| Financial Management Professionals, Inc. | 0.00% | No change | 400 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 352 | $7K |
| Fortitude Family Office, LLC | 0.00% | New | 327 | $7K |
| Estabrook Capital Management | 0.00% | No change | 327 | $7K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 300 | $6K |
| Avion Wealth | 0.00% | No change | 250 | $5K |
| Ashton Thomas Securities, LLC | 0.00% | New | 204 | $4K |
| REAP Financial Group, LLC | 0.00% | Reduce -16.1% | 198 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 184 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 180 | $4K |
| Key Financial Inc | 0.00% | No change | 33 | $669 |
| City Holding Co. | 0.00% | New | 25 | $506 |
| Signaturefd, LLC | 0.00% | New | 22 | $451 |
| FMR LLC | 0.00% | Add +33.3% | 4 | $81 |
| Allworth Financial LP | 0.00% | No change | 1 | $23 |
"% of holder's portfolio" is PDI's weight in each manager's 13F, not the share of PIMCO Dynamic Income Fund the manager owns.