PIMCO Dynamic Income FundPDI
13F holders, Q1 2025 (March 31)320holders +2
37new positions
30sold out
1famous investor
$19.78avg. 13F price*
At the end of Q1 2025, 320 institutions reported holding PIMCO Dynamic Income Fund (PDI) in their 13F filings, up 2 from Q4 2024. 37 opened new positions and 30 sold out. The largest holders were Morgan Stanley ($259.2M), LPL Financial LLC ($69.3M) and Bank of America Corp. ($57.5M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- PIMCO Dynamic Income Fund
- CUSIP
- 72201Y101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $25.7M |
| Exits | 30 | $31.0M |
All 13F filers, Q4 2024 → Q1 2025: 8,986,966 shares bought and 3,419,652 shares sold, net +5,567,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 320 holders
| Morgan Stanley | 0.02% | Add +7.4% | 13,092,086 | $259.2M |
| LPL Financial LLC | 0.03% | Add +20.7% | 3,502,382 | $69.3M |
| Bank of America Corp. | 0.01% | Add +2.4% | 2,903,205 | $57.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +62.4% | 1,579,894 | $31.3M |
| Atria Wealth Solutions, Inc. | 0.36% | Reduce -15.6% | 1,517,204 | $30.1M |
| UBS Group AG | 0.01% | Reduce -0.9% | 1,435,963 | $28.4M |
| J.W. Cole Advisors, Inc. | 0.88% | Add +1270.0% | 1,428,371 | $28.3M |
| PFG Investments, LLC | 1.67% | Add +15.7% | 1,314,200 | $26.0M |
| Cohen & Steers, Inc. | 0.05% | Reduce -6.2% | 1,232,253 | $24.4M |
| Royal Bank of Canada | 0.01% | Add +22.8% | 1,230,593 | $24.4M |
| Cetera Investment Advisers | 0.05% | Add +12.7% | 1,191,474 | $23.6M |
| Raymond James Financial Inc. | 0.01% | Add +9.1% | 1,186,807 | $23.5M |
| Osaic Holdings, Inc. | 0.05% | Add +12.8% | 1,183,013 | $23.4M |
| Independent Financial Group, LLC | 0.79% | Add +76.7% | 1,158,424 | $22.9M |
| TD Waterhouse Canada Inc. | 0.18% | Add +10.5% | 1,099,575 | $21.6M |
| Wells Fargo & Company | 0.01% | Add +24.4% | 1,047,900 | $20.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.3% | 845,466 | $16.7M |
| SOL Capital Management CO | 1.69% | Reduce -4.0% | 775,081 | $15.3M |
| Private Advisor Group, LLC | 0.08% | Add +12.7% | 706,931 | $14.0M |
| Cornerstone Advisory, LLC | 1.48% | Add +16.8% | 675,956 | $12.7M |
| Guggenheim Capital LLC | 0.11% | Add +1.6% | 571,324 | $11.3M |
| Ieq Capital, LLC | 0.08% | Add +4765.6% | 528,359 | $10.5M |
| Mission Hills Financial Advisory, LLC | 6.20% | Add +30.6% | 451,426 | $8.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -8.3% | 441,920 | $8.8M |
| Summit Financial, LLC | 0.23% | Add +1.3% | 405,842 | $8.0M |
| Cyndeo Wealth Partners, LLC | 0.48% | Add +46.1% | 372,081 | $7.4M |
| Wagner Wealth Management, LLC | 1.81% | Reduce -36.3% | 366,739 | $7.3M |
| Wealthcare Advisory Partners LLC | 0.19% | Add +7.2% | 362,845 | $7.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +38.3% | 334,228 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.7% | 328,058 | $6.5M |
| World Investment Advisors | 0.15% | New | 300,016 | $5.9M |
| HighTower Advisors, LLC | 0.01% | Add +3.5% | 288,375 | $5.7M |
| Beta Wealth Group, Inc. | 2.05% | Add +39.0% | 288,082 | $5.7M |
| LifeWealth Investments, LLC | 2.54% | Add +60.6% | 266,972 | $5.3M |
| Avantax Advisory Services, Inc. | 0.03% | Add +24.3% | 239,846 | $4.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +239.3% | 217,237 | $4.3M |
| Brookstone Capital Management | 0.06% | Add +2000.8% | 213,376 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +4.8% | 213,368 | $4.2M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +4.8% | 213,368 | $4.2M |
| Bensler, LLC | 0.51% | Add +20.9% | 205,109 | $4.1M |
| Principal Securities, Inc. | 0.09% | No change | 213,176 | $3.9M |
| AlphaStar Capital Management, LLC | 0.38% | New | 192,797 | $3.8M |
| Retirement Planning Group, LLC / NY | 3.87% | Add +2.7% | 191,927 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -10.9% | 191,909 | $3.8M |
| PFG Advisors | 0.20% | Add +43.4% | 184,948 | $3.7M |
| Bank of Montreal | 0.00% | Add +5.6% | 171,642 | $3.4M |
| Capital Investment Advisory Services, LLC | 0.30% | New | 168,958 | $3.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.50% | Add +4.3% | 166,130 | $3.3M |
| Gill Capital Partners, LLC | 1.13% | Add +3.9% | 164,651 | $3.3M |
| Quarry Hill Advisors, LLC | 2.12% | Add +3.5% | 164,571 | $3.3M |
| RFG Advisory, LLC | 0.08% | Add +15.0% | 151,255 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -8.2% | 148,433 | $2.9M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +2.8% | 147,014 | $2.9M |
| Means Investment Co., Inc. | 0.30% | Reduce -33.6% | 143,219 | $2.8M |
| Lido Advisors, LLC | 0.02% | Add +226.3% | 142,581 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | New | 142,302 | $2.8M |
| Morse Asset Management, Inc | 0.71% | Add +8.6% | 141,106 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.6% | 135,836 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +25.6% | 135,674 | $2.7M |
| Tennessee Valley Asset Management Partners | 0.43% | Add +10.1% | 132,098 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +3.3% | 132,091 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +6.9% | 130,505 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -32.3% | 125,870 | $2.5M |
| Anchor Capital Management Group Inc | 1.13% | No change | 124,300 | $2.5M |
| Drive Wealth Management, LLC | 0.58% | Add +22.4% | 122,861 | $2.5M |
| MorganRosel Wealth Management, LLC | 0.74% | Add +28.3% | 123,009 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.18% | Add +25.1% | 122,872 | $2.4M |
| Evergreen Capital Management LLC | 0.08% | Reduce -1.7% | 119,790 | $2.4M |
| Noble Wealth Management PBC | 1.56% | Reduce -38.8% | 115,130 | $2.3M |
| Wealthstar Advisors, LLC | 1.02% | Reduce -0.2% | 113,070 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +36.7% | 109,197 | $2.2M |
| Flagship Private Wealth, LLC | 1.01% | Add +18.6% | 106,722 | $2.1M |
| Consolidated Portfolio Review Corp | 0.34% | Add +74.8% | 105,951 | $2.1M |
| Alexander Labrunerie & Co., Inc. | 0.91% | Add +12.4% | 104,755 | $2.1M |
| Smith Asset Management Co., LLC | 1.95% | Add +16.2% | 104,423 | $2.1M |
| Duncan Williams Asset Management, LLC | 0.70% | Add +4.0% | 98,155 | $1.9M |
| Comerica Bank | 0.01% | Add +29.5% | 97,558 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +0.3% | 94,987 | $1.9M |
| Venture Visionary Partners LLC | 0.08% | Add +2.8% | 94,611 | $1.9M |
| Marks Group Wealth Management, Inc | 0.17% | No change | 89,984 | $1.8M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -0.2% | 87,624 | $1.7M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -0.5% | 86,378 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +1.3% | 84,745 | $1.7M |
| Cibc World Market Inc. | 0.00% | Reduce -0.8% | 79,383 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -43.6% | 78,388 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Add +5.0% | 76,570 | $1.5M |
| NCP Inc. | 2.05% | Add +17.7% | 76,770 | $1.5M |
| Elm3 Financial Group, LLC | 1.33% | Reduce -4.5% | 76,381 | $1.5M |
| Western Wealth Management, LLC | 0.10% | Reduce -13.4% | 74,258 | $1.5M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.1% | 72,350 | $1.4M |
| Private Trust Co. NA | 0.15% | Add +3.5% | 71,854 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -5.2% | 71,825 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.7% | 70,064 | $1.4M |
| Parisi Gray Wealth Management | 0.45% | No change | 69,000 | $1.4M |
| MRA Advisory Group | 0.69% | Add +13.9% | 65,205 | $1.3M |
| Scotia Capital Inc. | 0.01% | Reduce -2.3% | 64,160 | $1.3M |
| MAI Capital Management | 0.01% | Add +5.2% | 63,487 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Add +26.3% | 61,568 | $1.2M |
| Owen LaRue, LLC | 0.61% | New | 61,500 | $1.2M |
| Americana Partners, LLC | 0.05% | Add +11.4% | 60,475 | $1.2M |
| Summit X, LLC | 0.25% | Add +42.3% | 60,224 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +4.6% | 59,084 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +52.8% | 57,194 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 55,140 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Reduce -13.0% | 54,411 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.8% | 54,150 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.30% | Add +49.9% | 53,914 | $1.1M |
| HF Advisory Group, LLC | 0.46% | Add +0.9% | 53,567 | $1.1M |
| US Bancorp \de | 0.00% | Add +1339.2% | 52,993 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -75.1% | 52,941 | $1.0M |
| Tradition Wealth Management, LLC | 0.09% | Add +2.0% | 52,668 | $1.0M |
| Choreo, LLC | 0.02% | New | 50,001 | $1.0M |
| Sovran Advisors, LLC | 0.13% | Reduce -71.0% | 55,864 | $998K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -0.1% | 50,291 | $996K |
| Verity Asset Management, Inc. | 0.40% | New | 50,217 | $994K |
| Triumph Capital Management | 0.33% | Add +11.2% | 49,323 | $977K |
| Savant Capital, LLC | 0.01% | New | 48,493 | $960K |
| M Holdings Securities, Inc. | 0.16% | Reduce -0.7% | 48,411 | $959K |
| Harbor Investment Advisory, LLC | 0.09% | No change | 46,834 | $927K |
| Samalin Investment Counsel, LLC | 0.37% | Add +7.4% | 46,337 | $917K |
| IFP Advisors, Inc | 0.03% | Reduce -74.8% | 46,144 | $914K |
| First Foundation Advisors | 0.04% | Reduce -2.3% | 45,965 | $910K |
| Garden State Investment Advisory Services LLC | 0.29% | No change | 45,840 | $908K |
| Goldstone Financial Group, LLC | 0.14% | Reduce -23.5% | 45,725 | $905K |
| LaSalle St. Investment Advisors, LLC | 0.21% | Add +297.3% | 44,351 | $878K |
| Truist Financial Corp. | 0.00% | Add +3.4% | 44,167 | $874K |
| MAS Advisors LLC | 1.34% | Reduce -13.7% | 43,910 | $869K |
| HUB Investment Partners, LLC | 0.03% | Reduce -10.7% | 43,585 | $863K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.4% | 40,763 | $807K |
| E&G Advisors, LLC | 0.22% | Reduce -1.5% | 38,619 | $765K |
| Thomasville National Bank | 0.05% | No change | 37,526 | $743K |
| Beacon Financial Advisory LLC | 0.23% | Add +9.9% | 37,524 | $743K |
| Cary Street Partners Financial LLC | 0.02% | No change | 36,527 | $723K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.8% | 36,425 | $721K |
| Valeo Financial Advisors, LLC | 0.02% | Add +12.7% | 35,513 | $703K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 35,064 | $694K |
| Prospera Financial Services Inc | 0.02% | Add +28.2% | 34,653 | $686K |
| Sigma Planning Corp | 0.02% | Add +14.2% | 33,550 | $664K |
| Key Client Fiduciary Advisors, LLC | 0.30% | Add +2.0% | 32,392 | $641K |
| Kaizen Financial Strategies | 0.37% | Add +0.3% | 32,347 | $640K |
| Kovack Advisors, Inc. | 0.07% | Add +36.4% | 31,879 | $631K |
| Future Financial Wealth Managment LLC | 0.45% | Add +21.8% | 31,307 | $620K |
| Townsquare Capital LLC | 0.01% | Add +5.1% | 31,075 | $615K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 30,600 | $606K |
| Fortress Private Ledger, LLC | 0.33% | Add +5.8% | 30,304 | $600K |
| Creative Planning | 0.00% | Add +12.9% | 30,276 | $599K |
| Cura Wealth Advisors, LLC | 0.24% | Add +0.2% | 29,950 | $593K |
| Certified Advisory Corp | 0.07% | Add +2.0% | 29,826 | $591K |
| First Heartland Consultants, Inc. | 0.06% | Add +17.3% | 29,328 | $581K |
| Merkkuri Wealth Advisors LLC | 0.49% | No change | 29,119 | $577K |
| Parallel Advisors, LLC | 0.01% | Add +1.8% | 29,047 | $575K |
| National Bank of Canada | 0.00% | Reduce -1.0% | 28,696 | $568K |
| Ameriflex Group, Inc. | 0.23% | Add +5.1% | 28,613 | $567K |
| Diversify Wealth Management, LLC | 0.04% | Add +54.3% | 30,557 | $563K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 27,957 | $554K |
| Compound Planning, Inc. | 0.03% | Add +0.4% | 27,937 | $553K |
| Integrated Wealth Concepts LLC | 0.01% | Add +106.8% | 27,432 | $543K |
| AlphaCore Capital LLC | 0.05% | New | 27,099 | $542K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +26.5% | 27,374 | $542K |
| Ramiah Investment Group | 0.51% | Reduce -25.9% | 27,092 | $536K |
| Arcus Capital Partners, LLC | 0.21% | Reduce -51.5% | 26,859 | $532K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -54.5% | 25,807 | $511K |
| EP Wealth Advisors, LLC | 0.00% | Add +38.2% | 25,777 | $510K |
| Novem Group | 0.07% | Reduce -64.0% | 25,516 | $505K |
| International Assets Investment Management, LLC | 0.04% | Add +20.9% | 24,557 | $486K |
| D.A. Davidson & Co. | 0.00% | Add +15.6% | 24,162 | $478K |
| HBW Advisory Services LLC | 0.07% | Reduce -1.7% | 23,747 | $470K |
| Allium Financial Advisors, LLC | 0.42% | — | 23,421 | $464K |
| Buska Wealth Management, LLC | 0.14% | Add +38.7% | 23,305 | $461K |
| Sage Capital Advisors,llc | 0.12% | Reduce -6.6% | 23,298 | $461K |
| Koshinski Asset Management, Inc. | 0.04% | Add +2.3% | 23,022 | $456K |
| Aviance Capital Partners, LLC | 0.06% | Add +0.7% | 22,755 | $451K |
| Yukon Wealth Management, Inc. | 0.19% | — | 22,676 | $449K |
| Maridea Wealth Management LLC | 0.15% | Add +12.9% | 22,596 | $447K |
| Nicholas Hoffman & Company, LLC. | 0.02% | No change | 22,572 | $447K |
| Jane Street Group, LLC | 0.00% | Reduce -69.9% | 21,251 | $421K |
| Mathes Company, Inc. | 0.17% | No change | 20,566 | $407K |
| Investmark Advisory Group LLC | 0.20% | New | 20,368 | $403K |
| Planning Directions Inc. | 0.17% | New | 20,369 | $403K |
| Two Sigma Securities, LLC | 0.06% | Add +59.9% | 19,626 | $389K |
| Capital CS Group, LLC | 0.65% | Add +3.5% | 19,388 | $384K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 19,018 | $377K |
| Mariner, LLC | 0.00% | Add +43.2% | 18,989 | $376K |
| Spire Wealth Management | 0.01% | Add +17.8% | 18,941 | $375K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.0% | 20,382 | $375K |
| StoneX Group Inc. | 0.02% | Add +70.0% | 18,723 | $373K |
| Clear Creek Financial Management, LLC | 0.04% | Add +2.7% | 18,726 | $371K |
| Optimum Investment Advisors | 0.17% | No change | 18,600 | $368K |
| Northwest Wealth Management, LLC | 0.07% | No change | 18,511 | $367K |
| Axxcess Wealth Management, LLC | 0.01% | New | 18,510 | $366K |
| Dover Advisors, LLC | 0.16% | Add +47.9% | 18,190 | $364K |
| CFO4Life Group, LLC | 0.06% | No change | 18,332 | $363K |
| AQR Capital Management | 0.00% | New | 18,125 | $359K |
| Beverly Hills Private Wealth, LLC | 0.07% | Add +0.6% | 18,099 | $358K |
| WealthTrust Axiom LLC | 0.11% | Add +42.5% | 18,000 | $356K |
| MWA Asset Management | 0.24% | Reduce -1.4% | 17,300 | $343K |
| Stephens Inc. | 0.01% | Reduce -1.2% | 17,063 | $338K |
| BlackRock, Inc. | 0.00% | Add +465.9% | 16,977 | $336K |
| Melfa Wealth Management, Inc. | 0.22% | No change | 16,819 | $333K |
| Ghe, LLC | 0.15% | Add +59.5% | 16,750 | $332K |
| Kingsview Wealth Management, LLC | 0.01% | Add +25.0% | 16,675 | $330K |
| United Capital Financial Advisors, LLC | 0.00% | Add +51.1% | 16,620 | $329K |
| World Equity Group, Inc. | 0.09% | Reduce -46.4% | 16,516 | $327K |
| WCG Wealth Advisors LLC | 0.02% | New | 16,428 | $325K |
| Quantum Private Wealth, LLC | 0.12% | Add +0.1% | 16,155 | $320K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -2.1% | 16,819 | $317K |
| Mezzasalma Advisors, LLC | 0.11% | Add +3.5% | 15,624 | $309K |
| United Advisor Group, LLC | 0.06% | Reduce -0.8% | 15,456 | $306K |
| Prosperity Wealth Management, Inc. | 0.14% | Reduce -0.4% | 15,344 | $304K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 15,197 | $301K |
| IFG Advisory, LLC | 0.02% | New | 15,096 | $299K |
| Verition Fund Management LLC | 0.00% | No change | 15,000 | $297K |
| Mallini Complete Financial Planning LLC | 0.30% | Add +20.4% | 14,553 | $288K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.6% | 15,915 | $284K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -19.3% | 14,304 | $283K |
| Belpointe Asset Management LLC | 0.01% | Add +38.9% | 14,176 | $281K |
| Disciplined Investments, LLC | 0.13% | Reduce -6.7% | 14,000 | $277K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.9% | 13,906 | $275K |
| BCS Wealth Management | 0.07% | No change | 13,904 | $275K |
| Financial Alternatives, Inc | 0.20% | No change | 13,874 | $275K |
| DAVENPORT & Co LLC | 0.00% | Reduce -69.8% | 13,748 | $272K |
| TCP Asset Management, LLC | 0.06% | New | 13,595 | $269K |
| Snowden Capital Advisors LLC | 0.01% | Add +6.3% | 13,406 | $268K |
| Almanack Investment Partners, LLC. | 0.05% | New | 13,355 | $264K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 13,354 | $264K |
| NWF Advisory Services Inc. | 0.04% | Reduce -27.1% | 13,331 | $264K |
| Jackson Hole Capital Partners, LLC | 0.05% | Add +24.9% | 13,032 | $258K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.3% | 12,794 | $253K |
| Natural Investments, LLC | 0.07% | Reduce -1.6% | 12,819 | $253K |
| Corient Private Wealth LP | 0.00% | Add +15.1% | 12,708 | $252K |
| Whipplewood Advisors, LLC | 0.15% | Reduce -99.8% | 19 | $250K |
| Syverson Strege & Co | 0.08% | Add +3.0% | 12,505 | $248K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -3.9% | 12,336 | $244K |
| Country Trust Bank | 0.01% | No change | 12,277 | $243K |
| Institute for Wealth Management, LLC. | 0.03% | New | 12,155 | $241K |
| Summitry LLC | 0.01% | No change | 12,000 | $238K |
| Advisory Services Network, LLC | 0.00% | Reduce -14.5% | 11,913 | $236K |
| Capital Investment Advisors, LLC | 0.00% | No change | 11,879 | $235K |
| L.M. Kohn & Company | 0.06% | Reduce -1.0% | 11,785 | $233K |
| Visionary Wealth Advisors | 0.01% | Add +0.5% | 11,591 | $230K |
| TPG Advisors LLC | 0.18% | No change | 11,474 | $227K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -5.6% | 11,446 | $227K |
| McGowan Group Asset Management, Inc. | 0.03% | New | 11,367 | $225K |
| Lewis Asset Management, LLC | 0.19% | New | 11,323 | $224K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -14.8% | 11,306 | $224K |
| Kingstone Capital Partners Texas, LLC | 0.18% | Add +10.2% | 11,213 | $222K |
| Lanark Financial, Inc. | 0.02% | — | 11,209 | $221K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -2.2% | 10,897 | $216K |
| Arkadios Wealth Advisors | 0.01% | New | 10,872 | $215K |
| Pathstone Holdings, LLC | 0.00% | New | 10,777 | $215K |
| Gateway Wealth Partners, LLC | 0.05% | Add +4.5% | 10,778 | $213K |
| Sonora Investment Management Group, LLC | 0.02% | New | 10,507 | $208K |
| New England Private Wealth Advisors LLC | 0.03% | New | 10,356 | $205K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 10,323 | $204K |
| Crossmark Global Holdings, Inc. | 0.00% | New | 10,300 | $204K |
| Cwm, LLC | 0.00% | Add +1.4% | 10,182 | $202K |
| Winebrenner Capital Management LLC | 0.18% | No change | 10,146 | $201K |
| FLC Capital Advisors | 0.04% | No change | 10,131 | $201K |
| Consilium Wealth Advisory, LLC | 0.10% | No change | 10,000 | $198K |
| Concord Wealth Partners | 0.03% | Add +4.6% | 9,890 | $196K |
| AllSquare Wealth Management LLC | 0.11% | No change | 9,640 | $191K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 9,267 | $183K |
| Hollencrest Capital Management | 0.01% | Reduce -3.9% | 8,916 | $177K |
| Centaurus Financial, Inc. | 0.01% | Add +0.0% | 8,469 | $168K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1615.1% | 8,404 | $166K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 8,150 | $161K |
| Farther Finance Advisors, LLC | 0.00% | Add +46.7% | 8,071 | $160K |
| Sound Income Strategies, LLC | 0.01% | Add +2.6% | 7,900 | $156K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +85.0% | 7,862 | $156K |
| BNP Paribas Financial Markets | 0.00% | New | 7,667 | $152K |
| Huntington National Bank | 0.00% | Add +42.1% | 7,504 | $149K |
| Larson Financial Group LLC | 0.01% | Add +21.4% | 7,082 | $140K |
| Harbour Investments, Inc. | 0.00% | Reduce -24.1% | 7,066 | $140K |
| Golden State Wealth Management, LLC | 0.02% | Add +3.4% | 5,723 | $113K |
| FNY Investment Advisers, LLC | 0.07% | No change | 5,600 | $110K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +25.0% | 5,000 | $99K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,000 | $99K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +47.7% | 4,116 | $81K |
| Sunbelt Securities, Inc. | 0.01% | Add +59.1% | 3,942 | $78K |
| PSI Advisors, LLC | 0.02% | Add +5.5% | 3,375 | $67K |
| Bogart Wealth, LLC | 0.00% | No change | 3,354 | $66K |
| Westside Investment Management, Inc. | 0.01% | No change | 3,308 | $65K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,034 | $60K |
| Lindbrook Capital, LLC | 0.01% | No change | 3,000 | $59K |
| Rothschild Investment LLC | 0.00% | No change | 3,000 | $59K |
| St Germain D J Co. Inc. | 0.00% | Add +20.9% | 2,419 | $48K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,158 | $43K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 2,119 | $42K |
| Eq Wealth Advisors, LLC | 0.03% | New | 2,077 | $41K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,044 | $40K |
| Coston, McIsaac & Partners | 0.01% | Reduce -2.4% | 2,032 | $40K |
| Western Pacific Wealth Management, LP | 0.04% | New | 2,000 | $40K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | Reduce -70.4% | 1,840 | $36K |
| Webster Bank, N. A. | 0.00% | No change | 1,459 | $29K |
| SWAN Capital LLC | 0.01% | No change | 1,300 | $26K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 1,291 | $26K |
| Blue Trust, Inc. | 0.00% | Reduce -32.5% | 1,094 | $22K |
| North Star Investment Management Corp. | 0.00% | New | 900 | $18K |
| LRI Investments, LLC | 0.00% | No change | 888 | $18K |
| Compass Financial Services Inc | 0.01% | No change | 835 | $17K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 780 | $15K |
| Eastern Bank | 0.00% | No change | 750 | $15K |
| Garrison Bradford & Associates Inc. | 0.02% | New | 736 | $15K |
| Allworth Financial LP | 0.00% | Add +3.6% | 607 | $11K |
| NBT Bank, N.A. | 0.00% | No change | 487 | $10K |
| Cheviot Value Management, LLC | 0.00% | New | 500 | $9K |
| Inlight Wealth Management, LLC | 0.01% | New | 450 | $9K |
| Financial Management Professionals, Inc. | 0.00% | No change | 430 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 352 | $7K |
| Fortitude Family Office, LLC | 0.00% | No change | 327 | $6K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 300 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 300 | $6K |
| Avion Wealth | 0.00% | No change | 250 | $4K |
| Fifth Third Bancorp | 0.00% | No change | 175 | $3K |
| Darwin Wealth Management, LLC | 0.00% | No change | 184 | $3K |
| Assetmark, Inc. | 0.00% | New | 153 | $3K |
| Holos Integrated Wealth LLC | 0.00% | Add +3.6% | 58 | $1K |
| Key Financial Inc | 0.00% | No change | 33 | $653 |
| City Holding Co. | 0.00% | No change | 25 | $494 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 4 | $79 |
"% of holder's portfolio" is PDI's weight in each manager's 13F, not the share of PIMCO Dynamic Income Fund the manager owns.