PIMCO Dynamic Income FundPDI
13F holders, Q4 2025 (December 31)355holders +17
40new positions
40sold out
3famous investors
$17.73avg. 13F price*
At the end of Q4 2025, 355 institutions reported holding PIMCO Dynamic Income Fund (PDI) in their 13F filings, up 17 from Q3 2025. 40 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($224.9M), LPL Financial LLC ($86.3M) and Bank of America Corp. ($52.0M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $109.7M |
| Exits | 40 | $12.8M |
All 13F filers, Q3 2025 → Q4 2025: 10,400,802 shares bought and 6,734,647 shares sold, net +3,666,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 355 holders
| Morgan Stanley | 0.01% | Reduce -4.7% | 12,700,678 | $224.9M |
| LPL Financial LLC | 0.02% | Reduce -1.0% | 4,874,023 | $86.3M |
| Bank of America Corp. | 0.00% | Reduce -4.2% | 2,935,564 | $52.0M |
| Rivernorth Capital Management, LLC | 2.38% | New | 2,821,448 | $50.0M |
| Wells Fargo & Company | 0.01% | Add +110.3% | 2,214,301 | $39.2M |
| J.W. Cole Advisors, Inc. | 0.69% | Add +3.6% | 1,626,283 | $28.6M |
| Cetera Investment Advisers | 0.03% | Add +4.9% | 1,597,409 | $28.3M |
| UBS Group AG | 0.01% | Reduce -9.4% | 1,591,948 | $28.2M |
| PFG Investments, LLC | 1.21% | Add +2.6% | 1,451,877 | $25.7M |
| Osaic Holdings, Inc. | 0.04% | Add +11.0% | 1,435,825 | $25.4M |
| Royal Bank of Canada | 0.00% | Reduce -1.7% | 1,391,206 | $24.6M |
| Raymond James Financial Inc. | 0.01% | Add +2.0% | 1,368,422 | $24.2M |
| Commonwealth Equity Services, LLC | 0.03% | Add +2.0% | 1,305,185 | $23.1M |
| Estate Planners Group, LLC | 9.93% | — | 1,293,116 | $22.9M |
| Logan Stone Capital, LLC | 5.33% | New | 1,220,602 | $21.6M |
| TD Waterhouse Canada Inc. | 0.13% | Reduce -4.2% | 1,216,266 | $21.5M |
| Cohen & Steers, Inc. | 0.04% | Add +6.9% | 1,178,421 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +0.8% | 1,100,729 | $19.5M |
| Private Advisor Group, LLC | 0.07% | Reduce -1.2% | 833,788 | $14.8M |
| SOL Capital Management CO | 1.20% | Add +0.3% | 753,715 | $13.3M |
| Independent Financial Group, LLC | 0.29% | Reduce -12.3% | 729,714 | $12.9M |
| Guggenheim Capital LLC | 0.09% | Reduce -2.9% | 697,613 | $12.4M |
| Mission Hills Financial Advisory, LLC | 6.38% | Add +7.2% | 682,476 | $12.1M |
| Cornerstone Advisory, LLC | 1.04% | Reduce -2.1% | 616,196 | $10.9M |
| Jane Street Group, LLC | 0.01% | Add +503.9% | 610,974 | $10.8M |
| Noble Wealth Management PBC | 4.75% | Add +185.6% | 533,327 | $9.4M |
| Bensler, LLC | 0.89% | Add +85.1% | 502,103 | $8.9M |
| Cyndeo Wealth Partners, LLC | 0.45% | Add +10.9% | 471,922 | $8.4M |
| Summit Financial, LLC | 0.11% | Add +0.5% | 431,615 | $7.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.5% | 412,869 | $7.3M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -0.9% | 412,001 | $7.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -2.5% | 405,656 | $7.2M |
| Marex Group Ltd | 0.08% | New | 398,209 | $7.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 382,436 | $6.8M |
| Wagner Wealth Management, LLC | 1.38% | Reduce -4.4% | 366,732 | $6.5M |
| Kestra Advisory Services, LLC | 0.03% | Add +32.0% | 350,190 | $6.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -12.5% | 335,931 | $5.9M |
| LifeWealth Investments, LLC | 1.88% | Add +3.4% | 335,156 | $5.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -16.6% | 334,103 | $5.9M |
| Allium Financial Advisors, LLC | 4.04% | Add +98.7% | 288,079 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +14.1% | 287,788 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -12.1% | 283,893 | $5.0M |
| XTX Topco Ltd | 0.13% | New | 281,006 | $5.0M |
| Principal Securities, Inc. | 0.07% | Add +4.3% | 254,451 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | New | 251,644 | $4.5M |
| Verus Capital Partners, LLC | 0.29% | Add +255.2% | 247,706 | $4.4M |
| Beta Wealth Group, Inc. | 1.63% | Reduce -29.8% | 229,362 | $4.1M |
| Absolute Investment Advisers, LLC | 0.45% | New | 218,531 | $4.0M |
| U.S. Capital Wealth Advisors, LLC | 0.10% | Add +36.0% | 223,136 | $4.0M |
| Capital Investment Advisory Services, LLC | 0.26% | Add +11.9% | 205,300 | $3.6M |
| Morse Asset Management, Inc | 0.69% | Add +0.8% | 194,572 | $3.4M |
| RFG Advisory, LLC | 0.06% | Add +8.2% | 192,472 | $3.4M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.8% | 191,532 | $3.4M |
| Retirement Planning Group, LLC / NY | 2.30% | Reduce -3.1% | 187,670 | $3.4M |
| Bank of Montreal | 0.00% | Reduce -2.6% | 183,600 | $3.3M |
| Quarry Hill Advisors, LLC | 1.51% | Add +3.8% | 183,554 | $3.3M |
| Catawba River Capital | 1.38% | Add +0.6% | 175,111 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +102.7% | 168,999 | $3.0M |
| AE Wealth Management LLC | 0.02% | Add +744.3% | 166,774 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.8% | 158,198 | $2.8M |
| HRT Financial LP | 0.01% | New | 156,283 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Add +38.3% | 153,155 | $2.7M |
| Thomas J. Herzfeld Advisors, Inc. | 0.92% | New | 152,852 | $2.7M |
| Smith Asset Management Co., LLC | 2.17% | Add +7.5% | 148,579 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -2.0% | 148,473 | $2.6M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.31% | Reduce -3.1% | 145,311 | $2.6M |
| Flagship Private Wealth, LLC | 0.98% | Add +6.3% | 140,938 | $2.5M |
| Anchor Capital Management Group Inc | 1.25% | No change | 124,300 | $2.5M |
| Gill Capital Partners, LLC | 0.71% | Reduce -8.4% | 131,914 | $2.3M |
| Tennessee Valley Asset Management Partners | 0.30% | Reduce -14.0% | 131,672 | $2.3M |
| Means Investment Co., Inc. | 0.20% | Add +1.4% | 131,452 | $2.3M |
| AlphaStar Capital Management, LLC | 0.17% | Add +0.3% | 129,489 | $2.3M |
| IFG Advisory, LLC | 0.10% | Add +15.6% | 125,516 | $2.2M |
| Alexander Labrunerie & Co., Inc. | 0.80% | Add +3.7% | 123,615 | $2.2M |
| Elm3 Financial Group, LLC | 1.78% | Add +39.0% | 120,947 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -18.1% | 110,498 | $2.0M |
| Wealthstar Advisors, LLC | 1.08% | Reduce -1.4% | 111,534 | $2.0M |
| Focus Financial Network, Inc. | 0.06% | Add +3.8% | 99,746 | $1.8M |
| Evergreen Capital Management LLC | 0.04% | Reduce -5.4% | 98,384 | $1.8M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -5.9% | 98,899 | $1.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +48.1% | 92,716 | $1.6M |
| MRA Advisory Group | 0.68% | Add +26.9% | 91,868 | $1.6M |
| HUB Investment Partners, LLC | 0.04% | Add +78.2% | 90,729 | $1.6M |
| Marks Group Wealth Management, Inc | 0.15% | No change | 89,984 | $1.6M |
| Quarry LP | 0.27% | New | 88,604 | $1.6M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -10.0% | 87,521 | $1.6M |
| MML Investors Services, LLC | 0.00% | Reduce -4.3% | 87,133 | $1.5M |
| Mariner, LLC | 0.00% | Reduce -29.9% | 85,160 | $1.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.3% | 81,303 | $1.4M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -17.5% | 77,792 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.8% | 76,665 | $1.4M |
| Cibc World Market Inc. | 0.00% | Reduce -0.6% | 75,599 | $1.3M |
| MAI Capital Management | 0.01% | Add +10.9% | 75,331 | $1.3M |
| World Investment Advisors | 0.02% | Add +215.6% | 74,357 | $1.3M |
| Landscape Capital Management, L.L.C. | 0.09% | New | 73,550 | $1.3M |
| Parisi Gray Wealth Management | 0.29% | Reduce -1.5% | 72,457 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -22.1% | 71,948 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +29.8% | 71,574 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -22.3% | 71,331 | $1.3M |
| NCP Inc. | 1.01% | Reduce -20.4% | 70,936 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Add +202.1% | 70,805 | $1.3M |
| Americana Partners, LLC | 0.03% | Add +0.4% | 70,675 | $1.3M |
| &partners | 0.01% | Add +3.4% | 70,574 | $1.2M |
| Private Trust Co. NA | 0.11% | No change | 70,320 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +11.4% | 68,731 | $1.2M |
| Scotia Capital Inc. | 0.00% | Add +4.5% | 68,327 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -53.4% | 68,147 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -5.0% | 66,402 | $1.2M |
| Western Wealth Management, LLC | 0.05% | Reduce -7.4% | 64,214 | $1.1M |
| Wedbush Securities Inc. | 0.03% | Reduce -3.6% | 63,312 | $1.1M |
| MorganRosel Wealth Management, LLC | 0.27% | Reduce -60.4% | 60,883 | $1.1M |
| Virtu Financial LLC | 0.04% | New | 60,127 | $1.1M |
| Tradition Wealth Management, LLC | 0.08% | Add +10.4% | 59,569 | $1.1M |
| Benchmark Financial, LLC | 1.05% | — | 59,542 | $1.1M |
| HF Advisory Group, LLC | 0.37% | Add +6.4% | 59,430 | $1.1M |
| Duncan Williams Asset Management, LLC | 0.26% | Reduce -13.0% | 56,124 | $1.0M |
| Essential Investment Partners LLC | 0.93% | — | 55,993 | $992K |
| Triumph Capital Management | 0.21% | Reduce -14.3% | 55,839 | $989K |
| Safe Harbor Fiduciary, LLC | 0.86% | — | 54,777 | $970K |
| Outlook Wealth Advisors, LLC | 0.22% | Reduce -1.9% | 54,526 | $966K |
| Harbor Investment Advisory, LLC | 0.07% | Add +3.0% | 52,842 | $936K |
| Comerica Bank | 0.00% | Reduce -46.8% | 51,947 | $920K |
| Diversify Wealth Management, LLC | 0.04% | Add +11.3% | 50,170 | $907K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -5.0% | 50,752 | $899K |
| Prospera Financial Services Inc | 0.01% | Add +12.3% | 50,270 | $890K |
| Lido Advisors, LLC | 0.00% | Add +0.2% | 44,423 | $883K |
| Rayburn West Financial Services LLC | 0.55% | — | 49,823 | $882K |
| Goldstone Financial Group, LLC | 0.10% | Add +3.4% | 49,159 | $871K |
| Truist Financial Corp. | 0.00% | Reduce -17.3% | 48,983 | $867K |
| Ieq Capital, LLC | 0.00% | Add +3.8% | 48,934 | $867K |
| Samalin Investment Counsel, LLC | 0.31% | Reduce -3.6% | 48,658 | $862K |
| StoneX Group Inc. | 0.04% | Add +20.0% | 48,111 | $859K |
| Mach-1 Financial Group, LLC | 0.17% | New | 47,896 | $848K |
| Savant Capital, LLC | 0.00% | No change | 47,747 | $846K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +40.9% | 47,600 | $843K |
| Soltis Investment Advisors LLC | 0.06% | Reduce -24.8% | 47,452 | $840K |
| TrueMark Investments, LLC | 0.16% | New | 47,431 | $840K |
| Citadel Advisors | 0.00% | New | 47,021 | $833K |
| Garden State Investment Advisory Services LLC | 0.19% | Reduce 0.0% | 45,840 | $812K |
| Journey Strategic Wealth LLC | 0.02% | Add +343.8% | 45,826 | $812K |
| Sovran Advisors, LLC | 0.07% | Reduce -38.6% | 44,744 | $811K |
| Fiduciary Alliance LLC | 0.05% | Add +23.7% | 45,429 | $805K |
| Lewis Asset Management, LLC | 0.33% | Add +6.1% | 45,308 | $802K |
| CoreCap Advisors, LLC | 0.03% | Reduce -15.7% | 44,508 | $788K |
| Resurgent Financial Advisors LLC | 0.38% | Add +25.3% | 43,071 | $763K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -16.3% | 43,043 | $762K |
| Verity Asset Management, Inc. | 0.32% | Add +12.9% | 41,769 | $740K |
| First Heartland Consultants, Inc. | 0.05% | Add +7.4% | 39,663 | $702K |
| Key Client Fiduciary Advisors, LLC | 0.24% | Add +6.0% | 39,575 | $701K |
| First Growth Capital LLC | 0.62% | — | 36,773 | $697K |
| Buska Wealth Management, LLC | 0.26% | Reduce -12.5% | 39,058 | $692K |
| Meadowbrook Wealth Management, LLC | 0.79% | Reduce -7.0% | 38,955 | $690K |
| Beacon Financial Advisory LLC | 0.16% | Add +5.6% | 37,985 | $673K |
| NewEdge Wealth, LLC | 0.01% | Reduce -1.8% | 36,868 | $653K |
| Arlington Capital Management, Inc. | 0.40% | New | 36,385 | $644K |
| E&G Advisors, LLC | 0.14% | Reduce -3.9% | 36,338 | $644K |
| Kaizen Financial Strategies | 0.28% | Add +3.6% | 36,060 | $639K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Reduce -19.5% | 35,891 | $635K |
| IHT Wealth Management, LLC | 0.02% | Add +2.0% | 35,759 | $633K |
| Creative Planning | 0.00% | Add +8.3% | 34,135 | $605K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +2.5% | 33,469 | $593K |
| Ramiah Investment Group | 0.50% | Add +23.4% | 32,417 | $574K |
| Goldman Sachs Group Inc. | 0.00% | Add +54.6% | 31,834 | $564K |
| Compound Planning, Inc. | 0.02% | Add +15.8% | 31,703 | $561K |
| Cura Wealth Advisors, LLC | 0.21% | Add +0.8% | 30,819 | $546K |
| World Equity Group, Inc. | 0.15% | Add +18.7% | 30,307 | $537K |
| Certified Advisory Corp | 0.05% | Reduce -4.7% | 30,055 | $532K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.8% | 29,885 | $529K |
| Insigneo Advisory Services, LLC | 0.04% | Add +1.1% | 29,660 | $525K |
| Bennett Selby Investments LP | 0.17% | Reduce -67.7% | 29,305 | $519K |
| Future Financial Wealth Managment LLC | 0.35% | Reduce -12.8% | 28,546 | $516K |
| Thomasville National Bank | 0.03% | No change | 28,600 | $507K |
| Novem Group | 0.06% | No change | 28,558 | $506K |
| Millennium Management | 0.00% | New | 28,201 | $499K |
| Arax Advisory Partners | 0.01% | Reduce -2.5% | 28,024 | $496K |
| BCS Wealth Management | 0.05% | Add +100.0% | 27,808 | $492K |
| M Holdings Securities, Inc. | 0.03% | New | 27,164 | $481K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -0.0% | 26,956 | $477K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.4% | 26,797 | $475K |
| HBW Advisory Services LLC | 0.05% | Reduce -8.6% | 26,752 | $474K |
| WCG Wealth Advisors LLC | 0.01% | Reduce -0.7% | 26,062 | $462K |
| Sigma Planning Corp | 0.01% | Reduce -25.2% | 25,229 | $447K |
| National Bank of Canada | 0.00% | Reduce -0.9% | 24,969 | $442K |
| Prosperity Wealth Management, Inc. | 0.15% | Add +31.7% | 24,781 | $439K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -7.9% | 24,690 | $437K |
| First Foundation Advisors | 0.02% | Reduce -26.7% | 23,883 | $423K |
| Venture Visionary Partners LLC | 0.01% | Add +1.1% | 23,753 | $421K |
| Capital CS Group, LLC | 0.66% | Add +13.3% | 23,583 | $418K |
| Maridea Wealth Management LLC | 0.06% | Add +0.4% | 23,575 | $418K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -12.7% | 23,521 | $417K |
| Ameriflex Group, Inc. | 0.22% | Reduce -53.3% | 23,473 | $416K |
| Koshinski Asset Management, Inc. | 0.03% | Add +7.0% | 23,135 | $410K |
| IFP Advisors, Inc | 0.01% | Add +20.9% | 22,735 | $403K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -1.3% | 22,660 | $401K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 22,572 | $400K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.7% | 22,472 | $398K |
| Cerity Partners LLC | 0.00% | Reduce -29.6% | 22,454 | $398K |
| Arcus Capital Partners, LLC | 0.14% | Reduce 0.0% | 22,395 | $397K |
| International Assets Investment Management, LLC | 0.03% | Reduce -23.4% | 22,008 | $390K |
| Global Retirement Partners, LLC | 0.01% | Add +7.3% | 21,647 | $383K |
| Seaview Investment Managers LLC | 0.14% | New | 21,550 | $382K |
| Cwm, LLC | 0.00% | Reduce -78.1% | 20,974 | $371K |
| Chicago Partners Investment Group LLC | 0.01% | Add +26.2% | 20,411 | $371K |
| Accredited Investors Inc. | 0.02% | No change | 20,719 | $367K |
| Jackson Hole Capital Partners, LLC | 0.06% | Reduce -21.1% | 20,616 | $365K |
| Lavelle Capital LP | 0.23% | — | 20,465 | $362K |
| Belpointe Asset Management LLC | 0.01% | Reduce -30.9% | 20,247 | $359K |
| Disciplined Investments, LLC | 0.14% | Add +43.7% | 20,244 | $359K |
| Sage Capital Advisors,llc | 0.09% | Reduce -17.1% | 20,191 | $358K |
| WealthTrust Axiom LLC | 0.09% | No change | 19,683 | $349K |
| CFO4Life Group, LLC | 0.05% | No change | 19,632 | $348K |
| Mallini Complete Financial Planning LLC | 0.30% | Add +7.4% | 19,327 | $342K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 19,247 | $341K |
| Corient Private Wealth LP | 0.00% | Add +59.5% | 19,231 | $341K |
| Savvy Advisors, Inc. | 0.01% | New | 19,150 | $339K |
| VestGen Advisors, LLC | 0.01% | Add +1.2% | 18,827 | $333K |
| Northwest Wealth Management, LLC | 0.05% | No change | 18,535 | $328K |
| Mathes Company, Inc. | 0.12% | No change | 18,474 | $327K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -0.1% | 18,340 | $325K |
| MWA Asset Management | 0.18% | No change | 18,175 | $322K |
| AQR Capital Management | 0.00% | No change | 18,125 | $321K |
| Stephens Inc. | 0.00% | Add +4.5% | 18,102 | $321K |
| Nomura Holdings Inc. | 0.00% | New | 18,091 | $320K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -84.9% | 17,958 | $318K |
| OneDigital Investment Advisors LLC | 0.00% | Add +17.1% | 17,791 | $315K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -5.7% | 17,716 | $314K |
| Certior Financial Group, LLC | 0.21% | Add +20.7% | 17,473 | $309K |
| Readystate Asset Management LP | 0.02% | New | 17,313 | $307K |
| Ghe, LLC | 0.10% | No change | 17,200 | $305K |
| Hollencrest Capital Management | 0.01% | Add +92.1% | 17,111 | $303K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.3% | 17,061 | $302K |
| TopTier Wealth Management, LLC | 0.20% | — | 17,021 | $301K |
| Arkadios Wealth Advisors | 0.01% | Add +35.2% | 16,700 | $296K |
| D.A. Davidson & Co. | 0.00% | Reduce -10.7% | 16,666 | $295K |
| Beverly Hills Private Wealth, LLC | 0.05% | Reduce -8.0% | 16,649 | $295K |
| Pathstone Holdings, LLC | 0.00% | New | 16,630 | $295K |
| Herold Advisors, Inc. | 0.07% | Add +26.3% | 16,625 | $294K |
| Flatrock Wealth Partners LLC | 0.14% | — | 16,298 | $292K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -4.9% | 16,260 | $288K |
| Benjamin Edwards Inc. | 0.00% | Reduce -13.7% | 15,991 | $283K |
| United Advisor Group, LLC | 0.04% | Add +0.9% | 15,954 | $283K |
| Melfa Wealth Management, Inc. | 0.16% | No change | 15,916 | $282K |
| AtlasMark Financial, Inc | 0.18% | New | 15,886 | $281K |
| Merkkuri Wealth Advisors LLC | 0.19% | No change | 15,839 | $281K |
| United Capital Financial Advisors, LLC | 0.00% | Add +16.8% | 15,616 | $277K |
| Whipplewood Advisors, LLC | 0.17% | No change | 15,291 | $271K |
| Spire Wealth Management | 0.01% | Add +5.5% | 14,299 | $253K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +4.8% | 14,286 | $253K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.7% | 14,077 | $249K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -30.2% | 13,970 | $247K |
| Investmark Advisory Group LLC | 0.11% | Reduce -7.3% | 13,959 | $247K |
| Syverson Strege & Co | 0.06% | Add +1.1% | 13,437 | $238K |
| BlackRock, Inc. | 0.00% | Add +98.5% | 13,435 | $238K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 13,355 | $237K |
| Creekside Partners | 0.10% | New | 13,187 | $234K |
| US Bancorp \de | 0.00% | Add +20.3% | 13,181 | $233K |
| Mezzasalma Advisors, LLC | 0.06% | Reduce -79.6% | 12,789 | $229K |
| Brookstone Capital Management | 0.00% | Reduce -92.7% | 12,924 | $229K |
| GWN Securities Inc. | 0.05% | New | 12,634 | $224K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +3.5% | 12,261 | $220K |
| Focus Partners Wealth | 0.00% | New | 12,410 | $220K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -10.2% | 12,162 | $218K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 12,261 | $217K |
| Lifestyle Asset Management, Inc. | 0.07% | Add +2.1% | 12,108 | $214K |
| Summitry LLC | 0.01% | No change | 12,000 | $213K |
| EP Wealth Advisors, LLC | 0.00% | — | 11,841 | $210K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -21.6% | 11,836 | $210K |
| Wellington-Altus USA Inc. | 0.15% | — | 11,800 | $209K |
| Fortis Group Advisors, LLC | 0.04% | New | 11,419 | $208K |
| Oxinas Partners, LLC | 0.10% | Reduce -1.4% | 11,499 | $204K |
| TPG Advisors LLC | 0.13% | Add +5.0% | 11,385 | $202K |
| Advisory Services Network, LLC | 0.00% | Reduce -13.4% | 11,377 | $201K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -3.5% | 11,371 | $201K |
| Harbour Investments, Inc. | 0.00% | Add +68.9% | 11,322 | $201K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -15.5% | 11,244 | $199K |
| Baker Avenue Asset Management, LP | 0.00% | Reduce -40.4% | 11,131 | $197K |
| Allworth Financial LP | 0.00% | Add +37.7% | 11,098 | $197K |
| Concord Wealth Partners | 0.03% | Add +1.6% | 10,936 | $194K |
| Firethorn Wealth Partners, LLC | 0.07% | Add +3.6% | 10,879 | $193K |
| CWC Advisors, LLC. | 0.09% | No change | 10,838 | $192K |
| Adapt Wealth Advisors, LLC | 0.07% | New | 10,830 | $192K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -55.1% | 10,396 | $188K |
| Financial Alternatives, Inc | 0.11% | Reduce -24.8% | 10,437 | $185K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -60.9% | 10,368 | $184K |
| Lanark Financial, Inc. | 0.01% | Reduce -11.6% | 10,172 | $180K |
| Oxbow Advisors, LLC | 0.02% | New | 10,075 | $178K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -9.1% | 10,047 | $178K |
| Wesbanco Bank Inc. | 0.00% | New | 10,029 | $178K |
| Consilium Wealth Advisory, LLC | 0.07% | No change | 10,000 | $177K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.11% | — | 8,177 | $145K |
| Centaurus Financial, Inc. | 0.01% | Reduce -9.6% | 7,657 | $136K |
| Sound Income Strategies, LLC | 0.01% | Add +40.9% | 7,430 | $135K |
| Larson Financial Group LLC | 0.00% | Add +0.2% | 7,097 | $126K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.0% | 6,895 | $122K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -7.4% | 6,762 | $120K |
| Golden State Wealth Management, LLC | 0.01% | Add +3.1% | 6,264 | $111K |
| Vision Retirement, LLC | 0.03% | — | 6,177 | $109K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -37.5% | 5,629 | $100K |
| FNY Investment Advisers, LLC | 0.03% | No change | 5,600 | $99K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +17.2% | 5,438 | $96K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5,000 | $89K |
| Cape Investment Advisory, Inc. | 0.03% | New | 4,860 | $86K |
| Gilpin Wealth Management, LLC | 0.07% | — | 4,823 | $85K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,627 | $82K |
| SageView Advisory Group, LLC | 0.00% | New | 4,168 | $74K |
| WFA of San Diego, LLC | 0.05% | Add +23.9% | 3,901 | $69K |
| SHP Wealth Management | 0.01% | — | 3,619 | $64K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,615 | $64K |
| Bogart Wealth, LLC | 0.00% | No change | 3,354 | $59K |
| Sankala Group LLC | 0.04% | — | 3,074 | $55K |
| Anfield Capital Management, LLC | 0.02% | No change | 3,034 | $54K |
| Eastern Bank | 0.00% | No change | 3,000 | $53K |
| Nova Wealth Management, Inc. | 0.04% | Reduce -49.2% | 2,889 | $51K |
| Huntington National Bank | 0.00% | No change | 2,730 | $48K |
| LRI Investments, LLC | 0.00% | No change | 2,196 | $39K |
| Raffa Wealth Management, LLC | 0.01% | No change | 2,158 | $38K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 2,119 | $38K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,044 | $36K |
| Western Pacific Wealth Management, LP | 0.03% | No change | 2,000 | $35K |
| Rothschild Investment LLC | 0.00% | No change | 2,000 | $35K |
| Heritage Wealth Advisors | 0.00% | New | 2,000 | $35K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1,875 | $33K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,840 | $33K |
| Blue Trust, Inc. | 0.00% | Add +31.2% | 1,832 | $32K |
| Coston, McIsaac & Partners | 0.01% | Add +2.3% | 1,738 | $30K |
| Webster Bank, N. A. | 0.00% | No change | 1,459 | $26K |
| Aspect Partners, LLC | 0.01% | Reduce -51.4% | 1,328 | $24K |
| Evelyn Partners Asset Management Ltd | 0.01% | No change | 1,291 | $23K |
| Root Financial Partners, LLC | 0.00% | Add +76.2% | 1,110 | $20K |
| Country Trust Bank | 0.00% | No change | 1,000 | $18K |
| Wilkerson Advisory Group LLC | 0.01% | — | 961 | $17K |
| North Star Investment Management Corp. | 0.00% | No change | 900 | $16K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 894 | $16K |
| Compass Financial Services Inc | 0.01% | No change | 835 | $15K |
| Walsh & Associates, LLC | 0.01% | — | 569 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 530 | $9K |
| Inlight Wealth Management, LLC | 0.00% | No change | 450 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 352 | $6K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 300 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 275 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | — | 258 | $5K |
| Avion Wealth | 0.00% | Add +3.4% | 277 | $4K |
| Roble, Belko & Company, Inc | 0.00% | New | 225 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 184 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 100 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 94 | $2K |
| Greenline Wealth Management LLC | 0.00% | — | 83 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 80 | $1K |
| Holos Integrated Wealth LLC | 0.00% | Add +3.2% | 65 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 64 | $1K |
| Key Financial Inc | 0.00% | No change | 33 | $584 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 4 | $71 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -98.5% | 3 | $53 |
| BNP Paribas Financial Markets | 0.00% | No change | 1 | $18 |
| Eq Wealth Advisors, LLC | 0.00% | New | 1 | $18 |
"% of holder's portfolio" is PDI's weight in each manager's 13F, not the share of PIMCO Dynamic Income Fund the manager owns.