PIMCO Dynamic Income FundPDI
13F holders, Q3 2025 (September 30)338holders +8
34new positions
24sold out
1famous investor
$18.74avg. 13F price*
At the end of Q3 2025, 338 institutions reported holding PIMCO Dynamic Income Fund (PDI) in their 13F filings, up 8 from Q2 2025. 34 opened new positions and 24 sold out. The largest holders were Morgan Stanley ($264.0M), LPL Financial LLC ($97.5M) and Bank of America Corp. ($60.7M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $14.0M |
| Exits | 24 | $5.0M |
All 13F filers, Q2 2025 → Q3 2025: 8,357,765 shares bought and 1,844,071 shares sold, net +6,513,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 338 holders
| Morgan Stanley | 0.02% | Add +6.1% | 13,332,975 | $264.0M |
| LPL Financial LLC | 0.03% | Add +17.8% | 4,923,137 | $97.5M |
| Bank of America Corp. | 0.00% | Reduce -0.2% | 3,063,618 | $60.7M |
| UBS Group AG | 0.01% | Add +2.3% | 1,758,095 | $34.8M |
| J.W. Cole Advisors, Inc. | 0.59% | Add +6.0% | 1,568,964 | $31.1M |
| Cetera Investment Advisers | 0.04% | Add +23.2% | 1,522,573 | $30.1M |
| Royal Bank of Canada | 0.01% | Add +10.4% | 1,415,462 | $28.0M |
| PFG Investments, LLC | 1.46% | Add +2.4% | 1,415,105 | $28.0M |
| Raymond James Financial Inc. | 0.01% | Add +13.6% | 1,341,141 | $26.6M |
| Osaic Holdings, Inc. | 0.04% | Add +0.0% | 1,293,374 | $25.5M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -12.0% | 1,279,858 | $25.3M |
| TD Waterhouse Canada Inc. | 0.16% | Add +8.0% | 1,269,611 | $25.3M |
| Cohen & Steers, Inc. | 0.04% | Reduce -14.3% | 1,102,034 | $21.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +11.2% | 1,091,765 | $21.6M |
| Wells Fargo & Company | 0.00% | Add +6.5% | 1,052,664 | $20.8M |
| Private Advisor Group, LLC | 0.08% | Add +6.6% | 843,662 | $16.7M |
| Independent Financial Group, LLC | 0.40% | Add +3.6% | 832,440 | $16.5M |
| SOL Capital Management CO | 1.33% | Reduce -1.0% | 751,746 | $14.9M |
| Guggenheim Capital LLC | 0.11% | Add +13.4% | 718,456 | $14.2M |
| Mission Hills Financial Advisory, LLC | 6.70% | Add +19.1% | 636,612 | $12.6M |
| Cornerstone Advisory, LLC | 1.22% | Reduce -7.4% | 629,626 | $12.5M |
| Summit Financial, LLC | 0.13% | Reduce -1.3% | 429,681 | $8.5M |
| Cyndeo Wealth Partners, LLC | 0.47% | Reduce -1.2% | 425,682 | $8.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.8% | 416,156 | $8.2M |
| Wealthcare Advisory Partners LLC | 0.17% | Add +4.2% | 415,808 | $8.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +19.5% | 410,879 | $8.1M |
| Mercer Global Advisors Inc. | 0.01% | Add +13.7% | 400,726 | $7.9M |
| NewEdge Advisors, LLC | 0.03% | Add +122.6% | 384,084 | $7.6M |
| Wagner Wealth Management, LLC | 1.76% | Reduce -3.2% | 383,548 | $7.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.1% | 360,070 | $7.1M |
| Beta Wealth Group, Inc. | 2.55% | Reduce -5.8% | 326,614 | $6.5M |
| LifeWealth Investments, LLC | 2.11% | Add +0.8% | 324,214 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +1.2% | 322,774 | $6.4M |
| Bensler, LLC | 0.56% | Add +16.8% | 271,295 | $5.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +79.3% | 265,313 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +12.1% | 252,198 | $5.0M |
| Principal Securities, Inc. | 0.08% | Add +16.6% | 244,052 | $4.8M |
| Baird Financial Group, Inc. | 0.01% | Add +0.2% | 199,088 | $3.9M |
| Retirement Planning Group, LLC / NY | 2.90% | Add +0.3% | 193,716 | $3.9M |
| Morse Asset Management, Inc | 0.77% | Add +3.7% | 193,022 | $3.8M |
| Bank of Montreal | 0.00% | Add +2.8% | 188,520 | $3.7M |
| Noble Wealth Management PBC | 1.97% | — | 186,747 | $3.7M |
| Capital Investment Advisory Services, LLC | 0.29% | Add +1.2% | 183,441 | $3.6M |
| RFG Advisory, LLC | 0.07% | Add +0.8% | 177,901 | $3.5M |
| Brookstone Capital Management | 0.04% | Reduce -20.4% | 177,360 | $3.5M |
| Quarry Hill Advisors, LLC | 1.80% | Add +3.6% | 176,883 | $3.5M |
| Catawba River Capital | 1.56% | Add +16.3% | 174,050 | $3.4M |
| U.S. Capital Wealth Advisors, LLC | 0.09% | Add +10.8% | 164,034 | $3.2M |
| Equitable Holdings, Inc. | 0.02% | Add +18.3% | 159,460 | $3.2M |
| MorganRosel Wealth Management, LLC | 0.79% | Add +30.1% | 153,888 | $3.0M |
| Tennessee Valley Asset Management Partners | 0.41% | New | 153,112 | $3.0M |
| Stifel Financial Corp. | 0.00% | Reduce -2.7% | 151,493 | $3.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.35% | Reduce -0.9% | 150,033 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.3% | 146,375 | $2.9M |
| Allium Financial Advisors, LLC | 2.38% | Add +30.2% | 144,963 | $2.9M |
| Gill Capital Partners, LLC | 0.87% | Reduce -12.9% | 143,955 | $2.9M |
| Smith Asset Management Co., LLC | 2.33% | Add +8.7% | 138,217 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.8% | 134,930 | $2.7M |
| Flagship Private Wealth, LLC | 1.06% | Add +12.9% | 132,616 | $2.6M |
| Means Investment Co., Inc. | 0.22% | Reduce -9.8% | 129,592 | $2.6M |
| AlphaStar Capital Management, LLC | 0.22% | Reduce -46.2% | 129,165 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +64.6% | 127,703 | $2.5M |
| Anchor Capital Management Group Inc | 1.25% | No change | 124,300 | $2.5M |
| Mariner, LLC | 0.00% | Add +170.2% | 121,560 | $2.4M |
| Alexander Labrunerie & Co., Inc. | 0.88% | Add +15.0% | 119,153 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -4.0% | 118,959 | $2.4M |
| Wealthstar Advisors, LLC | 0.88% | Add +0.1% | 113,066 | $2.2M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -7.5% | 110,719 | $2.2M |
| IFG Advisory, LLC | 0.10% | Reduce -8.8% | 108,624 | $2.2M |
| Evergreen Capital Management LLC | 0.05% | Reduce -11.5% | 104,039 | $2.1M |
| Williams Jones Wealth Management, LLC. | 0.02% | Add +21.4% | 105,128 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +20.9% | 101,164 | $2.0M |
| Comerica Bank | 0.01% | Reduce -0.2% | 97,549 | $1.9M |
| Farther Finance Advisors, LLC | 0.03% | Add +46.2% | 97,232 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Add +12.3% | 96,080 | $1.9M |
| Cwm, LLC | 0.01% | Add +0.5% | 95,632 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.1% | 94,268 | $1.9M |
| Oppenheimer & Co. Inc. | 0.02% | Add +14.6% | 92,369 | $1.8M |
| Captrust Financial Advisors | 0.00% | Reduce -3.1% | 91,792 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +5.2% | 91,065 | $1.8M |
| Bennett Selby Investments LP | 0.59% | New | 90,659 | $1.8M |
| Marks Group Wealth Management, Inc | 0.17% | No change | 89,984 | $1.8M |
| NCP Inc. | 1.31% | Add +5.9% | 89,157 | $1.8M |
| Elm3 Financial Group, LLC | 1.41% | Add +3.2% | 87,021 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -39.6% | 83,388 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.1% | 77,307 | $1.5M |
| PFG Advisors | 0.06% | Reduce -51.4% | 77,298 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -2.7% | 76,052 | $1.5M |
| Parisi Gray Wealth Management | 0.38% | Add +6.6% | 73,543 | $1.5M |
| MRA Advisory Group | 0.62% | Add +2.9% | 72,363 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | No change | 69,886 | $1.4M |
| Americana Partners, LLC | 0.04% | No change | 70,375 | $1.4M |
| Private Trust Co. NA | 0.12% | No change | 70,320 | $1.4M |
| Verus Capital Partners, LLC | 0.11% | New | 69,742 | $1.4M |
| Western Wealth Management, LLC | 0.07% | Reduce -4.9% | 69,345 | $1.4M |
| &partners | 0.01% | Add +77.6% | 68,237 | $1.4M |
| MAI Capital Management | 0.01% | Add +2.0% | 67,939 | $1.3M |
| Sovran Advisors, LLC | 0.12% | Reduce -10.9% | 72,905 | $1.3M |
| Wedbush Securities Inc. | 0.04% | Reduce -14.2% | 65,705 | $1.3M |
| Scotia Capital Inc. | 0.01% | Reduce -0.9% | 65,419 | $1.3M |
| Triumph Capital Management | 0.35% | Add +3.7% | 65,140 | $1.3M |
| Duncan Williams Asset Management, LLC | 0.36% | Reduce -35.4% | 64,527 | $1.3M |
| Soltis Investment Advisors LLC | 0.09% | New | 63,118 | $1.2M |
| Mezzasalma Advisors, LLC | 0.32% | Add +287.9% | 62,734 | $1.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +58.8% | 62,587 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +1.9% | 61,711 | $1.2M |
| MAS Advisors LLC | 1.89% | Add +25.2% | 60,456 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +6.6% | 59,240 | $1.2M |
| HF Advisory Group, LLC | 0.41% | Add +2.3% | 55,876 | $1.1M |
| Outlook Wealth Advisors, LLC | 0.27% | Add +2.5% | 55,587 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 55,140 | $1.1M |
| Tradition Wealth Management, LLC | 0.08% | Add +2.8% | 53,957 | $1.1M |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -37.8% | 53,395 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Add +5.9% | 52,792 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -0.8% | 51,423 | $1.0M |
| Harbor Investment Advisory, LLC | 0.08% | Reduce -1.6% | 51,278 | $1.0M |
| HUB Investment Partners, LLC | 0.04% | Add +10.9% | 50,907 | $1.0M |
| Choreo, LLC | 0.01% | No change | 50,001 | $1.0M |
| Samalin Investment Counsel, LLC | 0.35% | Add +4.2% | 50,469 | $999K |
| Ameriflex Group, Inc. | 0.37% | Add +75.5% | 50,230 | $995K |
| Integrated Wealth Concepts LLC | 0.01% | Add +131.5% | 48,168 | $954K |
| Savant Capital, LLC | 0.01% | No change | 47,747 | $945K |
| Goldstone Financial Group, LLC | 0.11% | Add +2.6% | 47,562 | $942K |
| Ieq Capital, LLC | 0.00% | Add +301.0% | 47,156 | $934K |
| Garden State Investment Advisory Services LLC | 0.23% | Add +0.0% | 45,841 | $908K |
| Lido Advisors, LLC | 0.00% | Add +5.1% | 44,331 | $887K |
| Prospera Financial Services Inc | 0.02% | Add +17.7% | 44,778 | $887K |
| Buska Wealth Management, LLC | 0.27% | Add +80.1% | 44,658 | $884K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Add +0.2% | 44,565 | $882K |
| Lewis Asset Management, LLC | 0.35% | Add +16.4% | 42,699 | $845K |
| Meadowbrook Wealth Management, LLC | 0.87% | — | 41,865 | $829K |
| Diversify Wealth Management, LLC | 0.05% | Add +36.9% | 45,073 | $826K |
| StoneX Group Inc. | 0.03% | Add +117.3% | 40,099 | $800K |
| Consolidated Portfolio Review Corp | 0.10% | Add +4.1% | 38,901 | $770K |
| E&G Advisors, LLC | 0.17% | No change | 37,801 | $748K |
| Key Client Fiduciary Advisors, LLC | 0.25% | Add +2.2% | 37,347 | $739K |
| Verity Asset Management, Inc. | 0.24% | Add +3.6% | 37,009 | $733K |
| First Heartland Consultants, Inc. | 0.06% | Add +3.4% | 36,928 | $731K |
| Fiduciary Alliance LLC | 0.05% | New | 36,713 | $727K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -6.0% | 35,975 | $712K |
| IHT Wealth Management, LLC | 0.02% | Add +225.8% | 35,069 | $694K |
| NewEdge Wealth, LLC | 0.01% | Reduce -0.3% | 37,561 | $686K |
| Resurgent Financial Advisors LLC | 0.34% | New | 34,380 | $681K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +16.6% | 33,792 | $669K |
| Sigma Planning Corp | 0.02% | Add +10.4% | 33,711 | $668K |
| Future Financial Wealth Managment LLC | 0.41% | Add +0.8% | 32,721 | $648K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +20.0% | 32,639 | $646K |
| First Foundation Advisors | 0.02% | Reduce -29.1% | 32,564 | $645K |
| Kaizen Financial Strategies | 0.29% | Add +1.0% | 34,811 | $638K |
| Cerity Partners LLC | 0.00% | Reduce -19.4% | 31,910 | $632K |
| Signal Advisors Wealth, LLC | 0.06% | New | 31,540 | $624K |
| Certified Advisory Corp | 0.06% | Add +2.4% | 31,530 | $624K |
| Creative Planning | 0.00% | Add +5.5% | 31,513 | $624K |
| Cura Wealth Advisors, LLC | 0.23% | Reduce -13.6% | 30,584 | $606K |
| Insigneo Advisory Services, LLC | 0.04% | Add +6.1% | 29,334 | $581K |
| Belpointe Asset Management LLC | 0.02% | Add +54.8% | 29,292 | $580K |
| HBW Advisory Services LLC | 0.07% | Add +19.6% | 29,257 | $579K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.7% | 29,075 | $576K |
| Arax Advisory Partners | 0.01% | Add +2603.9% | 28,743 | $569K |
| Thomasville National Bank | 0.04% | No change | 28,600 | $566K |
| Novem Group | 0.07% | Add +11.8% | 28,558 | $565K |
| Owen LaRue, LLC | 0.22% | Add +1.0% | 27,839 | $551K |
| International Assets Investment Management, LLC | 0.04% | Add +0.2% | 28,747 | $548K |
| Compound Planning, Inc. | 0.02% | Reduce -1.1% | 27,385 | $542K |
| NFSG Corp | 0.08% | Reduce -28.0% | 27,075 | $536K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +4.4% | 26,968 | $534K |
| Apollon Wealth Management, LLC | 0.01% | Add +7.9% | 26,935 | $533K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -3.9% | 26,897 | $533K |
| Summit Financial Wealth Advisors, LLC | 0.08% | Add +5.5% | 26,811 | $532K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +106.5% | 26,504 | $525K |
| Ramiah Investment Group | 0.46% | Reduce -4.6% | 26,266 | $520K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -0.6% | 26,236 | $519K |
| Jackson Hole Capital Partners, LLC | 0.09% | Add +15.5% | 26,131 | $517K |
| World Equity Group, Inc. | 0.11% | Add +6.2% | 25,541 | $506K |
| National Bank of Canada | 0.00% | Reduce -39.1% | 25,209 | $499K |
| AlphaCore Capital LLC | 0.02% | Add +1.3% | 24,918 | $499K |
| Drive Wealth Management, LLC | 0.10% | Reduce -82.1% | 24,354 | $488K |
| Sage Capital Advisors,llc | 0.11% | Add +2.3% | 24,354 | $482K |
| World Investment Advisors | 0.01% | Reduce -75.8% | 23,558 | $466K |
| Venture Visionary Partners LLC | 0.02% | Reduce -75.8% | 23,490 | $465K |
| Kovack Advisors, Inc. | 0.04% | Reduce -45.6% | 23,439 | $464K |
| Clear Creek Financial Management, LLC | 0.04% | Add +5.0% | 23,331 | $462K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +102.2% | 23,146 | $461K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.1% | 22,946 | $454K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 22,572 | $447K |
| Arcus Capital Partners, LLC | 0.19% | No change | 22,396 | $443K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.5% | 21,620 | $428K |
| Maridea Wealth Management LLC | 0.07% | Reduce -0.5% | 23,483 | $424K |
| Capital CS Group, LLC | 0.68% | Add +3.1% | 20,806 | $412K |
| Accredited Investors Inc. | 0.02% | No change | 20,719 | $410K |
| Goldman Sachs Group Inc. | 0.00% | New | 20,595 | $408K |
| Global Retirement Partners, LLC | 0.01% | Add +8.8% | 20,179 | $400K |
| CIBC Private Wealth Group LLC | 0.00% | Add +40.4% | 20,023 | $396K |
| AE Wealth Management LLC | 0.00% | Add +2.4% | 19,753 | $391K |
| WealthTrust Axiom LLC | 0.10% | No change | 19,683 | $390K |
| CFO4Life Group, LLC | 0.06% | No change | 19,632 | $389K |
| Prosperity Wealth Management, Inc. | 0.13% | Add +8.8% | 18,814 | $373K |
| IFP Advisors, Inc | 0.01% | Add +19.0% | 18,803 | $372K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -9.4% | 18,788 | $372K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 18,666 | $370K |
| D.A. Davidson & Co. | 0.00% | Reduce -18.6% | 18,664 | $370K |
| Optimum Investment Advisors | 0.15% | No change | 18,600 | $368K |
| VestGen Advisors, LLC | 0.01% | New | 18,600 | $368K |
| Northwest Wealth Management, LLC | 0.06% | Add +0.1% | 18,535 | $367K |
| Benjamin Edwards Inc. | 0.00% | New | 18,526 | $367K |
| Mathes Company, Inc. | 0.13% | No change | 18,474 | $366K |
| Traynor Capital Management, Inc. | 0.02% | New | 18,360 | $364K |
| MWA Asset Management | 0.20% | Add +3.3% | 18,175 | $360K |
| AQR Capital Management | 0.00% | No change | 18,125 | $359K |
| Beverly Hills Private Wealth, LLC | 0.06% | No change | 18,099 | $358K |
| Mallini Complete Financial Planning LLC | 0.32% | Add +6.9% | 17,997 | $356K |
| Stephens Inc. | 0.00% | Add +0.8% | 17,330 | $343K |
| Ghe, LLC | 0.14% | No change | 17,200 | $341K |
| Gateway Wealth Partners, LLC | 0.05% | Add +2.8% | 17,105 | $339K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +20.6% | 17,018 | $337K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -90.3% | 16,187 | $321K |
| Quantum Private Wealth, LLC | 0.09% | Add +0.1% | 16,187 | $320K |
| Melfa Wealth Management, Inc. | 0.18% | No change | 15,916 | $315K |
| Merkkuri Wealth Advisors LLC | 0.23% | No change | 15,839 | $314K |
| DAVENPORT & Co LLC | 0.00% | Reduce -13.8% | 15,825 | $313K |
| United Advisor Group, LLC | 0.04% | Reduce -3.2% | 15,804 | $313K |
| Whipplewood Advisors, LLC | 0.20% | Reduce -12.4% | 15,291 | $303K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +1.4% | 15,258 | $302K |
| Strategic Financial Concepts, LLC | 0.04% | Add +30.9% | 15,250 | $302K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 15,195 | $301K |
| Geneos Wealth Management Inc. | 0.01% | Add +41.7% | 15,089 | $299K |
| Investmark Advisory Group LLC | 0.13% | Add +0.6% | 15,060 | $298K |
| Two Sigma Securities, LLC | 0.04% | Reduce -14.3% | 15,022 | $297K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -9.4% | 16,171 | $293K |
| Kingstone Capital Partners Texas, LLC | 0.17% | Add +13.7% | 14,497 | $287K |
| Certior Financial Group, LLC | 0.19% | New | 14,473 | $287K |
| Disciplined Investments, LLC | 0.11% | Add +0.7% | 14,091 | $279K |
| BCS Wealth Management | 0.06% | No change | 13,904 | $275K |
| Financial Alternatives, Inc | 0.17% | No change | 13,874 | $275K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.5% | 13,542 | $271K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 13,630 | $270K |
| Spire Wealth Management | 0.01% | Reduce -16.3% | 13,549 | $268K |
| United Capital Financial Advisors, LLC | 0.00% | New | 13,365 | $265K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 13,355 | $264K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -4.8% | 13,301 | $263K |
| Syverson Strege & Co | 0.06% | Add +3.1% | 13,286 | $263K |
| Winebrenner Capital Management LLC | 0.19% | Add +21.0% | 13,246 | $262K |
| Herold Advisors, Inc. | 0.06% | Add +14.2% | 13,163 | $261K |
| Advisory Services Network, LLC | 0.00% | Add +6.4% | 13,140 | $260K |
| Yukon Wealth Management, Inc. | 0.08% | Add +21.9% | 12,996 | $257K |
| Global Assets Advisory, LLC | 0.07% | Add +23.9% | 12,728 | $252K |
| Arkadios Wealth Advisors | 0.01% | Add +8.1% | 12,350 | $245K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -24.9% | 12,272 | $243K |
| Institute for Wealth Management, LLC. | 0.03% | Add +0.4% | 12,257 | $243K |
| Corient Private Wealth LP | 0.00% | Reduce -0.1% | 12,056 | $239K |
| Summitry LLC | 0.01% | No change | 12,000 | $238K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 11,841 | $237K |
| Visionary Wealth Advisors | 0.01% | Add +0.3% | 11,871 | $235K |
| Lifestyle Asset Management, Inc. | 0.08% | New | 11,856 | $235K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -0.8% | 11,780 | $233K |
| NWF Advisory Services Inc. | 0.03% | Add +2.9% | 11,701 | $232K |
| Oxinas Partners, LLC | 0.12% | Reduce -1.6% | 11,657 | $231K |
| Lanark Financial, Inc. | 0.02% | Add +1.3% | 11,510 | $228K |
| Integrity Wealth Advisors, Inc. | 0.08% | New | 11,400 | $221K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -6.4% | 11,047 | $219K |
| US Bancorp \de | 0.00% | Reduce -79.8% | 10,959 | $217K |
| Leavell Investment Management, Inc. | 0.01% | New | 10,800 | $216K |
| TPG Advisors LLC | 0.14% | No change | 10,840 | $215K |
| CWC Advisors, LLC. | 0.11% | New | 10,838 | $215K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -27.8% | 10,785 | $214K |
| Concord Wealth Partners | 0.03% | Add +5.0% | 10,759 | $213K |
| Natural Investments, LLC | 0.05% | Reduce -18.9% | 10,601 | $209K |
| Firethorn Wealth Partners, LLC | 0.08% | Add +3.5% | 10,504 | $208K |
| Crossmark Global Holdings, Inc. | 0.00% | Add +1.8% | 10,487 | $208K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -16.2% | 10,326 | $204K |
| Evoke Wealth, LLC | 0.00% | New | 10,233 | $204K |
| FLC Capital Advisors | 0.04% | No change | 10,131 | $201K |
| Consilium Wealth Advisory, LLC | 0.08% | No change | 10,000 | $198K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -5.1% | 9,799 | $194K |
| Gridiron Partners, LLC | 0.11% | New | 3,379,138 | $185K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 9,267 | $183K |
| Global Wealth Strategies & Associates | 0.05% | New | 9,010 | $178K |
| Hollencrest Capital Management | 0.01% | Reduce -0.1% | 8,906 | $176K |
| Centaurus Financial, Inc. | 0.01% | Add +0.0% | 8,473 | $168K |
| AllSquare Wealth Management LLC | 0.09% | No change | 8,413 | $167K |
| Allworth Financial LP | 0.00% | Add +11.1% | 8,060 | $160K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.8% | 7,495 | $148K |
| Sunbelt Securities, Inc. | 0.01% | Add +194.7% | 7,302 | $145K |
| Larson Financial Group LLC | 0.00% | No change | 7,082 | $140K |
| BlackRock, Inc. | 0.00% | Reduce -66.9% | 6,769 | $134K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.1% | 6,703 | $133K |
| KERR FINANCIAL PLANNING Corp | 0.18% | — | 7,237 | $129K |
| Golden State Wealth Management, LLC | 0.01% | Add +3.0% | 6,074 | $120K |
| Nova Wealth Management, Inc. | 0.08% | New | 5,686 | $113K |
| FNY Investment Advisers, LLC | 0.04% | No change | 5,600 | $110K |
| Sound Income Strategies, LLC | 0.01% | Add +29.1% | 5,272 | $105K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5,000 | $99K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +2.3% | 4,641 | $92K |
| Atlantic Union Bankshares Corp | 0.00% | New | 4,627 | $92K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,615 | $72K |
| Bogart Wealth, LLC | 0.00% | No change | 3,354 | $66K |
| WFA of San Diego, LLC | 0.04% | Reduce -6.8% | 3,148 | $62K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,034 | $60K |
| Eastern Bank | 0.00% | Add +0.0% | 3,000 | $59K |
| Parkside Financial Bank & Trust | 0.00% | New | 3,000 | $59K |
| Aspect Partners, LLC | 0.02% | New | 2,734 | $54K |
| Huntington National Bank | 0.00% | No change | 2,730 | $54K |
| LRI Investments, LLC | 0.00% | Add +147.3% | 2,196 | $43K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,158 | $43K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2,119 | $42K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,044 | $40K |
| Western Pacific Wealth Management, LP | 0.04% | No change | 2,000 | $40K |
| Rothschild Investment LLC | 0.00% | Reduce -33.3% | 2,000 | $40K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,840 | $36K |
| Coston, McIsaac & Partners | 0.01% | Reduce -17.8% | 1,699 | $33K |
| Webster Bank, N. A. | 0.00% | No change | 1,459 | $29K |
| Blue Trust, Inc. | 0.00% | Add +23.0% | 1,396 | $28K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 1,291 | $26K |
| Country Trust Bank | 0.00% | Reduce -92.5% | 1,000 | $20K |
| North Star Investment Management Corp. | 0.00% | No change | 900 | $18K |
| Compass Financial Services Inc | 0.01% | No change | 835 | $17K |
| Root Financial Partners, LLC | 0.00% | New | 630 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 550 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | New | 530 | $10K |
| Inlight Wealth Management, LLC | 0.00% | No change | 450 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 352 | $7K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 304 | $6K |
| Salem Investment Counselors Inc. | 0.00% | No change | 300 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 300 | $6K |
| Gables Capital Management Inc. | 0.00% | New | 275 | $5K |
| J.Safra Asset Management Corp | 0.00% | New | 260 | $5K |
| Avion Wealth | 0.00% | Add +3.5% | 268 | $5K |
| Financial Management Professionals, Inc. | 0.00% | Reduce -56.6% | 200 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 200 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 184 | $4K |
| Jones Financial Companies LLLP | 0.00% | Reduce -90.5% | 166 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 100 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -99.7% | 94 | $2K |
| Holos Integrated Wealth LLC | 0.00% | Add +1.6% | 63 | $1K |
| Key Financial Inc | 0.00% | No change | 33 | $655 |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.8% | 8 | $158 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 4 | $79 |
| BNP Paribas Financial Markets | 0.00% | No change | 1 | $20 |
"% of holder's portfolio" is PDI's weight in each manager's 13F, not the share of PIMCO Dynamic Income Fund the manager owns.