PIMCO Dynamic Income FundPDI
13F holders, Q2 2025 (June 30)330holders +10
33new positions
22sold out
1famous investor
$18.98avg. 13F price*
At the end of Q2 2025, 330 institutions reported holding PIMCO Dynamic Income Fund (PDI) in their 13F filings, up 10 from Q1 2025. 33 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($238.3M), LPL Financial LLC ($79.3M) and Bank of America Corp. ($58.2M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $11.5M |
| Exits | 22 | $9.8M |
All 13F filers, Q1 2025 → Q2 2025: 4,631,378 shares bought and 4,624,368 shares sold, net +7,010 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 330 holders
| Morgan Stanley | 0.02% | Reduce -4.0% | 12,561,807 | $238.3M |
| LPL Financial LLC | 0.03% | Add +19.3% | 4,178,529 | $79.3M |
| Bank of America Corp. | 0.00% | Add +5.7% | 3,068,594 | $58.2M |
| UBS Group AG | 0.01% | Add +19.7% | 1,719,220 | $32.6M |
| J.W. Cole Advisors, Inc. | 0.60% | Add +3.6% | 1,479,459 | $28.1M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -7.9% | 1,455,105 | $27.6M |
| PFG Investments, LLC | 1.54% | Add +5.2% | 1,382,522 | $26.2M |
| Osaic Holdings, Inc. | 0.04% | Add +9.3% | 1,293,192 | $24.5M |
| Cohen & Steers, Inc. | 0.04% | Add +4.4% | 1,286,712 | $24.4M |
| Royal Bank of Canada | 0.00% | Add +4.2% | 1,281,912 | $24.3M |
| Cetera Investment Advisers | 0.04% | Add +3.8% | 1,236,188 | $23.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -0.5% | 1,181,086 | $22.4M |
| TD Waterhouse Canada Inc. | 0.16% | Add +6.9% | 1,175,418 | $22.4M |
| Wells Fargo & Company | 0.00% | Reduce -5.7% | 988,088 | $18.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +16.2% | 982,091 | $18.6M |
| Independent Financial Group, LLC | 0.42% | Reduce -30.6% | 803,505 | $15.2M |
| Private Advisor Group, LLC | 0.08% | Add +12.0% | 791,728 | $15.0M |
| SOL Capital Management CO | 1.40% | Reduce -2.0% | 759,321 | $14.4M |
| Cornerstone Advisory, LLC | 1.39% | Add +0.6% | 680,209 | $12.9M |
| Guggenheim Capital LLC | 0.10% | Add +10.8% | 633,263 | $12.0M |
| Mission Hills Financial Advisory, LLC | 6.29% | Add +18.4% | 534,435 | $10.1M |
| Summit Financial, LLC | 0.19% | Add +7.3% | 435,437 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 437,011 | $8.3M |
| Cyndeo Wealth Partners, LLC | 0.48% | Add +15.8% | 430,842 | $8.2M |
| Wealthcare Advisory Partners LLC | 0.17% | Add +10.0% | 399,155 | $7.6M |
| Wagner Wealth Management, LLC | 1.71% | Add +8.0% | 396,163 | $7.5M |
| Mercer Global Advisors Inc. | 0.01% | Add +516.2% | 352,405 | $6.7M |
| Beta Wealth Group, Inc. | 2.41% | Add +20.4% | 346,914 | $6.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +4.8% | 343,707 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.5% | 342,615 | $6.5M |
| LifeWealth Investments, LLC | 2.22% | Add +20.5% | 321,692 | $6.1M |
| HighTower Advisors, LLC | 0.01% | Add +10.6% | 318,942 | $6.1M |
| AlphaStar Capital Management, LLC | 0.32% | Add +24.6% | 240,239 | $4.6M |
| Bensler, LLC | 0.49% | Add +13.3% | 232,340 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +5.5% | 225,065 | $4.3M |
| Brookstone Capital Management | 0.06% | Add +4.5% | 222,907 | $4.2M |
| Principal Securities, Inc. | 0.07% | Reduce -1.8% | 209,375 | $4.0M |
| Baird Financial Group, Inc. | 0.01% | Add +3.6% | 198,734 | $3.8M |
| Retirement Planning Group, LLC / NY | 3.25% | Add +0.6% | 193,036 | $3.7M |
| Morse Asset Management, Inc | 0.78% | Add +31.9% | 186,143 | $3.5M |
| Bank of Montreal | 0.00% | Add +6.9% | 183,471 | $3.5M |
| Capital Investment Advisory Services, LLC | 0.28% | Add +7.3% | 181,346 | $3.4M |
| RFG Advisory, LLC | 0.08% | Add +16.7% | 176,579 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +81.7% | 172,573 | $3.3M |
| Quarry Hill Advisors, LLC | 1.88% | Add +3.7% | 170,657 | $3.2M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +27.4% | 166,195 | $3.2M |
| Gill Capital Partners, LLC | 1.01% | Add +0.3% | 165,193 | $3.1M |
| PFG Advisors | 0.14% | Reduce -13.9% | 159,182 | $3.0M |
| Stifel Financial Corp. | 0.00% | Add +17.9% | 155,746 | $3.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.40% | Reduce -8.8% | 151,432 | $2.9M |
| Catawba River Capital | 1.44% | New | 149,698 | $2.8M |
| U.S. Capital Wealth Advisors, LLC | 0.08% | Add +0.7% | 148,007 | $2.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +9.1% | 147,987 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +6.3% | 144,454 | $2.7M |
| Means Investment Co., Inc. | 0.26% | Add +0.3% | 143,601 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +76.1% | 138,073 | $2.6M |
| Drive Wealth Management, LLC | 0.57% | Add +10.7% | 136,010 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -9.8% | 133,891 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Add +23.5% | 134,833 | $2.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -45.9% | 129,718 | $2.5M |
| Smith Asset Management Co., LLC | 2.08% | Add +21.8% | 127,215 | $2.4M |
| Anchor Capital Management Group Inc | 1.10% | No change | 124,300 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +0.8% | 123,848 | $2.3M |
| Cary Street Partners Financial LLC | 0.06% | Add +227.6% | 119,647 | $2.3M |
| IFG Advisory, LLC | 0.11% | Add +688.8% | 119,069 | $2.3M |
| Evergreen Capital Management LLC | 0.07% | Reduce -1.9% | 117,557 | $2.3M |
| MorganRosel Wealth Management, LLC | 0.61% | Reduce -3.9% | 118,249 | $2.2M |
| Flagship Private Wealth, LLC | 0.95% | Add +10.1% | 117,453 | $2.2M |
| Wealthstar Advisors, LLC | 0.81% | Reduce -0.1% | 113,008 | $2.1M |
| Allium Financial Advisors, LLC | 1.84% | Add +375.3% | 111,311 | $2.1M |
| Alexander Labrunerie & Co., Inc. | 0.81% | Reduce -1.1% | 103,587 | $2.0M |
| Duncan Williams Asset Management, LLC | 0.60% | Add +1.8% | 99,901 | $1.9M |
| Comerica Bank | 0.01% | Add +0.1% | 97,704 | $1.9M |
| World Investment Advisors | 0.04% | Reduce -67.6% | 97,249 | $1.8M |
| Venture Visionary Partners LLC | 0.07% | Add +2.7% | 97,195 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +133.8% | 95,326 | $1.8M |
| Cwm, LLC | 0.01% | Add +834.2% | 95,116 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -24.8% | 94,723 | $1.8M |
| Marks Group Wealth Management, Inc | 0.16% | No change | 89,984 | $1.7M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -1.1% | 86,628 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +2.2% | 86,576 | $1.6M |
| Focus Financial Network, Inc. | 0.06% | Add +11.8% | 85,586 | $1.6M |
| Horizon Kinetics Asset Management LLC | 0.02% | Reduce -0.6% | 85,863 | $1.6M |
| Elm3 Financial Group, LLC | 1.33% | Add +10.4% | 84,325 | $1.6M |
| NCP Inc. | 1.51% | Add +9.7% | 84,214 | $1.6M |
| Jane Street Group, LLC | 0.00% | Add +293.6% | 83,652 | $1.6M |
| Sovran Advisors, LLC | 0.16% | Add +46.4% | 81,806 | $1.6M |
| Oppenheimer & Co. Inc. | 0.02% | Add +31.0% | 80,639 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -94.8% | 78,400 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -1.6% | 78,133 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Add +121.2% | 77,564 | $1.5M |
| Merit Financial Group, LLC | 0.02% | Add +6.9% | 77,369 | $1.5M |
| Wedbush Securities Inc. | 0.05% | Add +6.6% | 76,551 | $1.5M |
| Western Wealth Management, LLC | 0.08% | Reduce -1.8% | 72,888 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.3% | 69,886 | $1.3M |
| Americana Partners, LLC | 0.05% | Add +16.4% | 70,375 | $1.3M |
| MRA Advisory Group | 0.63% | Add +7.9% | 70,358 | $1.3M |
| Private Trust Co. NA | 0.13% | Reduce -2.1% | 70,320 | $1.3M |
| Parisi Gray Wealth Management | 0.38% | No change | 69,000 | $1.3M |
| MAI Capital Management | 0.01% | Add +4.9% | 66,617 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +724.1% | 66,517 | $1.3M |
| Scotia Capital Inc. | 0.01% | Add +2.9% | 66,027 | $1.3M |
| Triumph Capital Management | 0.36% | Add +27.3% | 62,799 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.5% | 60,551 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +25.8% | 55,564 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 55,140 | $1.0M |
| HF Advisory Group, LLC | 0.41% | Add +1.9% | 54,605 | $1.0M |
| Outlook Wealth Advisors, LLC | 0.26% | Add +0.6% | 54,255 | $1.0M |
| US Bancorp \de | 0.00% | Add +2.3% | 54,213 | $1.0M |
| Tradition Wealth Management, LLC | 0.08% | Reduce -0.3% | 52,498 | $996K |
| Harbor Investment Advisory, LLC | 0.09% | Add +11.3% | 52,134 | $989K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +3.0% | 51,811 | $983K |
| Choreo, LLC | 0.01% | No change | 50,001 | $960K |
| CoreCap Advisors, LLC | 0.04% | Reduce -8.4% | 49,863 | $946K |
| Samalin Investment Counsel, LLC | 0.35% | Add +4.5% | 48,417 | $918K |
| MAS Advisors LLC | 1.50% | Add +10.0% | 48,301 | $916K |
| Savant Capital, LLC | 0.01% | Reduce -1.5% | 47,747 | $906K |
| Goldstone Financial Group, LLC | 0.12% | Add +1.4% | 46,345 | $886K |
| First Foundation Advisors | 0.03% | No change | 45,965 | $872K |
| HUB Investment Partners, LLC | 0.03% | Add +5.3% | 45,882 | $870K |
| Garden State Investment Advisory Services LLC | 0.24% | No change | 45,840 | $870K |
| Mariner, LLC | 0.00% | Add +136.9% | 44,983 | $853K |
| M Holdings Securities, Inc. | 0.14% | Reduce -8.0% | 44,517 | $844K |
| LaSalle St. Investment Advisors, LLC | 0.23% | Add +0.2% | 44,457 | $843K |
| Kovack Advisors, Inc. | 0.08% | Add +35.1% | 43,072 | $817K |
| Lido Advisors, LLC | 0.00% | Reduce -70.4% | 42,182 | $809K |
| National Bank of Canada | 0.00% | Add +44.2% | 41,382 | $784K |
| Cerity Partners LLC | 0.00% | New | 39,610 | $751K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -81.8% | 39,421 | $748K |
| &partners | 0.01% | New | 38,430 | $729K |
| NewEdge Wealth, LLC | 0.01% | Add +3.4% | 37,658 | $727K |
| Beacon Financial Advisory LLC | 0.19% | Add +2.0% | 38,277 | $726K |
| Prospera Financial Services Inc | 0.01% | Add +9.8% | 38,042 | $722K |
| E&G Advisors, LLC | 0.19% | Reduce -2.1% | 37,801 | $717K |
| NFSG Corp | 0.12% | New | 37,618 | $714K |
| Consolidated Portfolio Review Corp | 0.10% | Reduce -64.7% | 37,364 | $709K |
| Lewis Asset Management, LLC | 0.33% | Add +224.1% | 36,700 | $696K |
| Key Client Fiduciary Advisors, LLC | 0.28% | Add +12.8% | 36,537 | $693K |
| Verity Asset Management, Inc. | 0.32% | Reduce -28.8% | 35,735 | $678K |
| First Heartland Consultants, Inc. | 0.06% | Add +21.8% | 35,732 | $678K |
| Cura Wealth Advisors, LLC | 0.31% | Add +18.2% | 35,406 | $672K |
| Kaizen Financial Strategies | 0.33% | Add +6.6% | 34,477 | $654K |
| EP Wealth Advisors, LLC | 0.00% | Add +29.9% | 33,474 | $635K |
| Diversify Wealth Management, LLC | 0.04% | Add +7.8% | 32,935 | $628K |
| Future Financial Wealth Managment LLC | 0.42% | Add +3.7% | 32,470 | $616K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 31,769 | $603K |
| Certified Advisory Corp | 0.06% | Add +3.2% | 30,783 | $584K |
| Sigma Planning Corp | 0.02% | Reduce -9.0% | 30,524 | $579K |
| Creative Planning | 0.00% | Reduce -1.3% | 29,879 | $567K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 28,976 | $550K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -18.7% | 28,870 | $548K |
| International Assets Investment Management, LLC | 0.04% | Add +16.9% | 28,700 | $544K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.4% | 28,631 | $543K |
| Thomasville National Bank | 0.04% | Reduce -23.8% | 28,600 | $543K |
| Ameriflex Group, Inc. | 0.28% | No change | 28,613 | $539K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 27,994 | $531K |
| Compound Planning, Inc. | 0.02% | Reduce -0.9% | 27,679 | $525K |
| Insigneo Advisory Services, LLC | 0.05% | Add +45.4% | 27,648 | $524K |
| Owen LaRue, LLC | 0.22% | Reduce -55.2% | 27,572 | $523K |
| Ramiah Investment Group | 0.56% | Add +1.6% | 27,524 | $522K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -49.8% | 27,199 | $516K |
| WCG Wealth Advisors LLC | 0.03% | Add +60.7% | 26,396 | $501K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -5.6% | 25,829 | $490K |
| Novem Group | 0.06% | Add +0.1% | 25,540 | $484K |
| Summit Financial Wealth Advisors, LLC | 0.09% | New | 25,417 | $482K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -3.2% | 24,970 | $474K |
| AlphaCore Capital LLC | 0.02% | Reduce -9.2% | 24,602 | $472K |
| Buska Wealth Management, LLC | 0.13% | Add +6.4% | 24,795 | $470K |
| HBW Advisory Services LLC | 0.06% | Add +3.0% | 24,467 | $464K |
| World Equity Group, Inc. | 0.12% | Add +45.6% | 24,041 | $456K |
| Summit X, LLC | 0.08% | Reduce -60.2% | 23,980 | $455K |
| Sage Capital Advisors,llc | 0.11% | Add +2.2% | 23,808 | $452K |
| Maridea Wealth Management LLC | 0.12% | Add +4.4% | 23,596 | $448K |
| Mach-1 Financial Group, LLC | 0.13% | New | 23,159 | $439K |
| D.A. Davidson & Co. | 0.00% | Reduce -5.1% | 22,932 | $435K |
| Aviance Capital Partners, LLC | 0.06% | Add +0.8% | 22,930 | $435K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -0.7% | 22,867 | $434K |
| Jackson Hole Capital Partners, LLC | 0.08% | Add +73.7% | 22,632 | $429K |
| Susquehanna International Group, LLP | 0.00% | New | 22,604 | $429K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 22,572 | $428K |
| Arcus Capital Partners, LLC | 0.18% | Reduce -16.6% | 22,396 | $425K |
| Clear Creek Financial Management, LLC | 0.04% | Add +18.7% | 22,231 | $422K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -24.2% | 20,804 | $395K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +55.3% | 20,733 | $393K |
| Accredited Investors Inc. | 0.02% | New | 20,719 | $393K |
| BlackRock, Inc. | 0.00% | Add +20.6% | 20,469 | $388K |
| Capital CS Group, LLC | 0.63% | Add +4.1% | 20,176 | $383K |
| WealthTrust Axiom LLC | 0.11% | Add +9.3% | 19,683 | $373K |
| CFO4Life Group, LLC | 0.06% | Add +7.1% | 19,632 | $372K |
| GWN Securities Inc. | 0.07% | New | 19,468 | $369K |
| AE Wealth Management LLC | 0.00% | Reduce -63.5% | 19,296 | $366K |
| Belpointe Asset Management LLC | 0.01% | Add +33.5% | 18,926 | $359K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -39.0% | 18,666 | $354K |
| StoneX Group Inc. | 0.02% | Reduce -1.5% | 18,450 | $353K |
| Optimum Investment Advisors | 0.15% | No change | 18,600 | $353K |
| Global Retirement Partners, LLC | 0.01% | — | 18,556 | $352K |
| Northwest Wealth Management, LLC | 0.06% | No change | 18,511 | $351K |
| Mathes Company, Inc. | 0.13% | Reduce -10.2% | 18,474 | $350K |
| DAVENPORT & Co LLC | 0.00% | Add +33.5% | 18,361 | $348K |
| AQR Capital Management | 0.00% | No change | 18,125 | $344K |
| Beverly Hills Private Wealth, LLC | 0.07% | No change | 18,099 | $343K |
| Chicago Partners Investment Group LLC | 0.01% | Add +6.2% | 17,859 | $342K |
| MWA Asset Management | 0.20% | Add +1.7% | 17,600 | $334K |
| Two Sigma Securities, LLC | 0.04% | Reduce -10.6% | 17,538 | $333K |
| Whipplewood Advisors, LLC | 0.18% | Add +91747.4% | 17,451 | $331K |
| Prosperity Wealth Management, Inc. | 0.12% | Add +12.8% | 17,301 | $328K |
| Ghe, LLC | 0.15% | Add +2.7% | 17,200 | $326K |
| Stephens Inc. | 0.00% | Add +0.8% | 17,195 | $326K |
| Mallini Complete Financial Planning LLC | 0.46% | Add +15.7% | 16,838 | $319K |
| Gateway Wealth Partners, LLC | 0.06% | Add +54.3% | 16,633 | $316K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -11.7% | 16,340 | $310K |
| United Advisor Group, LLC | 0.05% | Add +5.6% | 16,325 | $310K |
| Spire Wealth Management | 0.01% | Reduce -14.5% | 16,189 | $307K |
| Mezzasalma Advisors, LLC | 0.09% | Add +3.5% | 16,171 | $307K |
| Quantum Private Wealth, LLC | 0.10% | Add +0.1% | 16,171 | $307K |
| Melfa Wealth Management, Inc. | 0.19% | Reduce -5.4% | 15,916 | $302K |
| Tradewinds, LLC. | 0.23% | New | 15,839 | $300K |
| Merkkuri Wealth Advisors LLC | 0.23% | Reduce -45.6% | 15,839 | $300K |
| IFP Advisors, Inc | 0.01% | Reduce -65.8% | 15,795 | $300K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -0.0% | 15,195 | $288K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +33.1% | 15,046 | $285K |
| Investmark Advisory Group LLC | 0.13% | Reduce -26.5% | 14,977 | $284K |
| CreativeOne Wealth, LLC | 0.01% | Add +7.5% | 14,944 | $283K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -10.4% | 14,260 | $271K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -1.4% | 14,108 | $268K |
| Disciplined Investments, LLC | 0.11% | No change | 14,000 | $266K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -16.2% | 13,978 | $265K |
| BCS Wealth Management | 0.06% | No change | 13,904 | $264K |
| Financial Alternatives, Inc | 0.17% | No change | 13,874 | $263K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.5% | 13,471 | $259K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 13,355 | $253K |
| Country Trust Bank | 0.01% | Add +8.2% | 13,277 | $252K |
| Natural Investments, LLC | 0.06% | Add +2.0% | 13,073 | $247K |
| Syverson Strege & Co | 0.06% | Add +3.1% | 12,891 | $245K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.3% | 12,832 | $243K |
| Evanson Asset Management, LLC | 0.02% | New | 12,767 | $242K |
| Kingstone Capital Partners Texas, LLC | 0.16% | Add +13.7% | 12,750 | $242K |
| Balyasny Asset Management L.P. | 0.00% | New | 12,658 | $240K |
| Advisory Services Network, LLC | 0.00% | Add +3.7% | 12,350 | $237K |
| Journey Strategic Wealth LLC | 0.01% | New | 12,326 | $234K |
| Institute for Wealth Management, LLC. | 0.03% | Add +0.4% | 12,205 | $232K |
| Corient Private Wealth LP | 0.00% | Reduce -5.1% | 12,065 | $229K |
| Summitry LLC | 0.01% | No change | 12,000 | $228K |
| Capital Investment Advisors, LLC | 0.00% | No change | 11,879 | $225K |
| Oxinas Partners, LLC | 0.12% | New | 11,846 | $225K |
| Visionary Wealth Advisors | 0.01% | Add +2.1% | 11,840 | $225K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -42.1% | 11,806 | $224K |
| L.M. Kohn & Company | 0.06% | No change | 11,785 | $224K |
| Ieq Capital, LLC | 0.00% | Reduce -97.8% | 11,759 | $223K |
| Lantern Wealth Advisors, LLC | 0.13% | — | 11,688 | $222K |
| Strategic Financial Concepts, LLC | 0.03% | New | 11,650 | $221K |
| Herold Advisors, Inc. | 0.05% | New | 11,523 | $219K |
| XTX Topco Ltd | 0.01% | New | 11,515 | $218K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 11,446 | $217K |
| Arkadios Wealth Advisors | 0.01% | Add +5.1% | 11,427 | $217K |
| NWF Advisory Services Inc. | 0.03% | Reduce -14.7% | 11,369 | $216K |
| Lanark Financial, Inc. | 0.02% | Add +1.3% | 11,358 | $215K |
| Winebrenner Capital Management LLC | 0.17% | Add +7.9% | 10,946 | $208K |
| TPG Advisors LLC | 0.15% | Reduce -5.5% | 10,840 | $206K |
| IHT Wealth Management, LLC | 0.01% | New | 10,764 | $204K |
| Yukon Wealth Management, Inc. | 0.07% | Reduce -53.0% | 10,665 | $202K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -13.7% | 10,646 | $202K |
| Sonora Investment Management Group, LLC | 0.01% | Add +0.2% | 10,531 | $200K |
| Global Assets Advisory, LLC | 0.08% | New | 10,277 | $196K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 10,323 | $196K |
| Crossmark Global Holdings, Inc. | 0.00% | No change | 10,300 | $195K |
| Concord Asset Management, LLC | 0.03% | New | 10,252 | $194K |
| Concord Wealth Partners | 0.03% | Add +3.7% | 10,252 | $194K |
| Firethorn Wealth Partners, LLC | 0.08% | New | 10,152 | $193K |
| FLC Capital Advisors | 0.04% | No change | 10,131 | $192K |
| Daymark Wealth Partners, LLC | 0.01% | New | 10,053 | $191K |
| Consilium Wealth Advisory, LLC | 0.08% | No change | 10,000 | $190K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 9,267 | $176K |
| Hollencrest Capital Management | 0.01% | No change | 8,916 | $169K |
| Centaurus Financial, Inc. | 0.01% | Add +0.0% | 8,471 | $161K |
| AllSquare Wealth Management LLC | 0.09% | Reduce -12.7% | 8,413 | $160K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 8,404 | $159K |
| Allworth Financial LP | 0.00% | Add +1095.7% | 7,258 | $138K |
| Larson Financial Group LLC | 0.01% | No change | 7,082 | $134K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.1% | 6,778 | $129K |
| Cantor Fitzgerald, L. P. | 0.00% | New | 6,483 | $123K |
| Golden State Wealth Management, LLC | 0.01% | Add +3.0% | 5,897 | $112K |
| FNY Investment Advisers, LLC | 0.05% | No change | 5,600 | $106K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5,000 | $95K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +10.2% | 4,537 | $86K |
| Sound Income Strategies, LLC | 0.00% | Reduce -48.3% | 4,084 | $77K |
| St Germain D J Co. Inc. | 0.00% | Add +49.4% | 3,615 | $69K |
| Olistico Wealth, LLC | 0.04% | New | 3,450 | $65K |
| WFA of San Diego, LLC | 0.05% | — | 3,376 | $64K |
| Bogart Wealth, LLC | 0.00% | No change | 3,354 | $64K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,034 | $58K |
| Rothschild Investment LLC | 0.00% | No change | 3,000 | $57K |
| Huntington National Bank | 0.00% | Reduce -63.6% | 2,730 | $52K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -37.1% | 2,478 | $45K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,158 | $41K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2,119 | $40K |
| Coston, McIsaac & Partners | 0.01% | Add +1.7% | 2,067 | $39K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,044 | $39K |
| Western Pacific Wealth Management, LP | 0.04% | No change | 2,000 | $38K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,840 | $35K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 1,700 | $34K |
| Jones Financial Companies LLLP | 0.00% | New | 1,738 | $33K |
| Webster Bank, N. A. | 0.00% | No change | 1,459 | $28K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 1,291 | $24K |
| Blue Trust, Inc. | 0.00% | Add +3.8% | 1,135 | $22K |
| Arax Advisory Partners | 0.00% | New | 1,063 | $20K |
| North Star Investment Management Corp. | 0.00% | No change | 900 | $17K |
| LRI Investments, LLC | 0.00% | No change | 888 | $17K |
| Compass Financial Services Inc | 0.01% | No change | 835 | $16K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 780 | $15K |
| JPMorgan Chase & Co. | 0.00% | New | 648 | $12K |
| Dunhill Financial, LLC | 0.00% | New | 510 | $10K |
| NBT Bank, N.A. | 0.00% | No change | 487 | $9K |
| Financial Management Professionals, Inc. | 0.00% | Add +7.2% | 461 | $9K |
| Inlight Wealth Management, LLC | 0.00% | No change | 450 | $9K |
| Garrison Bradford & Associates Inc. | 0.01% | Reduce -44.4% | 409 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 352 | $7K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 304 | $6K |
| Salem Investment Counselors Inc. | 0.00% | New | 300 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 300 | $6K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 300 | $6K |
| Avion Wealth | 0.00% | Add +3.6% | 259 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 184 | $3K |
| Fifth Third Bancorp | 0.00% | No change | 175 | $3K |
| Holos Integrated Wealth LLC | 0.00% | Add +6.9% | 62 | $1K |
| Key Financial Inc | 0.00% | No change | 33 | $626 |
| City Holding Co. | 0.00% | No change | 25 | $474 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 4 | $76 |
| BNP Paribas Financial Markets | 0.00% | Reduce -100.0% | 1 | $19 |
| Eq Wealth Advisors, LLC | 0.00% | Reduce -100.0% | 1 | $19 |
"% of holder's portfolio" is PDI's weight in each manager's 13F, not the share of PIMCO Dynamic Income Fund the manager owns.