PIMCO Dynamic Income FundPDI
13F holders, Q2 2026 (June 30)376holders +3
37new positions
32sold out
1famous investor
$16.71avg. 13F price*
At the end of Q2 2026, 376 institutions reported holding PIMCO Dynamic Income Fund (PDI) in their 13F filings, up 3 from Q1 2026. 37 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($233.5M), LPL Financial LLC ($92.6M) and Bank of America Corp. ($50.3M). 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $22.6M |
| Exits | 32 | $11.3M |
All 13F filers, Q1 2026 → Q2 2026: 9,354,463 shares bought and 2,942,487 shares sold, net +6,411,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 376 holders
| Morgan Stanley | 0.01% | Add +8.3% | 13,979,935 | $233.5M |
| LPL Financial LLC | 0.02% | Add +4.8% | 5,545,160 | $92.6M |
| Bank of America Corp. | 0.00% | Reduce -0.9% | 3,010,801 | $50.3M |
| Cetera Investment Advisers | 0.03% | Add +27.6% | 2,178,984 | $36.4M |
| Osaic Holdings, Inc. | 0.04% | Add +15.8% | 1,829,861 | $30.6M |
| UBS Group AG | 0.00% | Add +6.3% | 1,750,310 | $29.2M |
| Raymond James Financial Inc. | 0.01% | Add +8.9% | 1,585,101 | $26.5M |
| Wells Fargo & Company | 0.00% | Reduce -3.7% | 1,534,884 | $25.6M |
| Cohen & Steers, Inc. | 0.04% | Add +6.1% | 1,514,050 | $25.3M |
| J.W. Cole Advisors, Inc. | 0.43% | Add +11732.6% | 1,510,792 | $25.2M |
| Royal Bank of Canada | 0.00% | Reduce -5.3% | 1,455,710 | $24.3M |
| PFG Investments, LLC | 0.93% | Reduce -5.7% | 1,438,078 | $24.0M |
| TD Waterhouse Canada Inc. | 0.06% | Add +6.3% | 1,385,039 | $23.2M |
| Estate Planners Group, LLC | 10.30% | Add +4.2% | 1,363,819 | $22.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +13.2% | 1,334,973 | $22.3M |
| Cerity Partners LLC | 0.02% | Add +24.7% | 985,250 | $16.5M |
| Cyndeo Wealth Partners, LLC | 0.73% | Add +49.6% | 927,452 | $15.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +86.8% | 839,521 | $14.0M |
| Mission Hills Financial Advisory, LLC | 5.51% | Add +3.7% | 751,235 | $12.5M |
| Independent Financial Group, LLC | 0.22% | Reduce -1.9% | 717,418 | $12.0M |
| Private Advisor Group, LLC | 0.05% | Reduce -18.6% | 713,369 | $11.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +63.2% | 651,048 | $10.9M |
| Guggenheim Capital LLC | 0.07% | Reduce -12.3% | 608,146 | $10.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 604,754 | $10.1M |
| Bensler, LLC | 0.84% | Add +7.8% | 566,940 | $9.5M |
| Noble Wealth Management PBC | 4.10% | Reduce -7.0% | 537,557 | $9.0M |
| Cornerstone Advisory, LLC | 0.69% | Reduce -11.8% | 501,259 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.4% | 477,384 | $8.0M |
| Summit Financial, LLC | 0.09% | Add +1.4% | 465,415 | $7.9M |
| Avior Wealth Management, LLC | 0.20% | Add +2.5% | 462,193 | $7.7M |
| Verus Capital Partners, LLC | 0.42% | Add +20.9% | 459,841 | $7.7M |
| Orion Porfolio Solutions, LLC | 0.06% | Add +41.1% | 446,181 | $7.5M |
| Wealthcare Advisory Partners LLC | 0.14% | Reduce -0.3% | 436,792 | $7.3M |
| NewEdge Advisors, LLC | 0.02% | Add +11.9% | 431,148 | $7.2M |
| Thomas J. Herzfeld Advisors, Inc. | 1.99% | Add +151.0% | 388,727 | $6.5M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.4% | 381,774 | $6.4M |
| Wagner Wealth Management, LLC | 1.16% | Add +1.2% | 374,835 | $6.3M |
| Allium Financial Advisors, LLC | 4.06% | Add +12.6% | 371,490 | $6.2M |
| HighTower Advisors, LLC | 0.01% | Add +33.8% | 367,398 | $6.1M |
| LifeWealth Investments, LLC | 1.62% | Reduce -1.8% | 362,648 | $6.1M |
| AE Wealth Management LLC | 0.03% | Add +2.0% | 345,004 | $5.8M |
| Rivernorth Capital Management, LLC | 0.26% | New | 320,522 | $5.4M |
| RFG Advisory, LLC | 0.08% | Add +61.1% | 308,982 | $5.2M |
| Sentinel Advisory Group, LLC | 2.09% | Reduce -10.5% | 306,398 | $5.1M |
| Principal Securities, Inc. | 0.06% | Add +9.1% | 303,855 | $5.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -30.0% | 282,580 | $4.8M |
| Logan Stone Capital, LLC | 1.00% | Add +2737.7% | 284,734 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Add +12.2% | 279,565 | $4.7M |
| Icon Advisers Inc. | 0.85% | New | 268,890 | $4.5M |
| Arax Advisory Partners | 0.03% | Add +5860.1% | 266,894 | $4.5M |
| Wealth Care LLC | 3.38% | Add +10.5% | 249,620 | $4.2M |
| Capital Investment Advisory Services, LLC | 0.25% | Reduce -0.8% | 246,800 | $4.1M |
| Bank of Montreal | 0.00% | Add +8.3% | 243,163 | $4.1M |
| Beta Wealth Group, Inc. | 1.40% | Reduce -1.4% | 224,187 | $3.7M |
| XTX Topco Ltd | 0.05% | Reduce -22.6% | 223,099 | $3.7M |
| Destiny Wealth Partners, LLC | 0.51% | Reduce -38.6% | 227,585 | $3.6M |
| Condor Capital Management | 0.27% | New | 211,898 | $3.5M |
| Quarry Hill Advisors, LLC | 1.27% | Add +2.7% | 198,527 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +4.8% | 191,186 | $3.2M |
| Morse Asset Management, Inc | 0.53% | Reduce -5.2% | 190,532 | $3.2M |
| Catawba River Capital | 1.37% | Reduce -1.3% | 182,885 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +123.8% | 174,295 | $2.9M |
| Thrivent Financial for Lutherans | 0.00% | Add +1.5% | 169,590 | $2.8M |
| Cary Street Partners Financial LLC | 0.06% | Add +0.1% | 169,286 | $2.8M |
| Smith Asset Management Co., LLC | 2.11% | Reduce -1.0% | 160,826 | $2.7M |
| Retirement Planning Group, LLC / NY | 1.46% | Reduce -11.1% | 158,117 | $2.7M |
| World Investment Advisors | 0.04% | Reduce -0.5% | 155,515 | $2.7M |
| Flagship Private Wealth, LLC | 0.94% | Add +4.4% | 158,534 | $2.6M |
| Savant Capital, LLC | 0.01% | Add +196.8% | 156,723 | $2.6M |
| Stifel Financial Corp. | 0.00% | Add +3.6% | 147,976 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -61.0% | 141,329 | $2.4M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.26% | Reduce -0.8% | 139,793 | $2.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.0% | 137,604 | $2.3M |
| Focus Financial Network, Inc. | 0.07% | Add +29.9% | 133,608 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -23.0% | 134,574 | $2.2M |
| Tennessee Valley Asset Management Partners | 0.25% | Reduce -7.7% | 134,000 | $2.2M |
| Elm3 Financial Group, LLC | 1.47% | Add +0.0% | 128,874 | $2.2M |
| Gill Capital Partners, LLC | 0.56% | Reduce -0.5% | 126,426 | $2.1M |
| Kovack Advisors, Inc. | 0.10% | Add +2.3% | 125,119 | $2.1M |
| IFG Advisory, LLC | 0.07% | Add +3301.1% | 125,060 | $2.1M |
| Insigneo Advisory Services, LLC | 0.08% | Add +233.9% | 123,637 | $2.1M |
| Meadowbrook Wealth Management, LLC | 2.00% | New | 110,570 | $1.8M |
| AlphaStar Capital Management, LLC | 0.12% | Reduce -6.6% | 109,664 | $1.8M |
| Means Investment Co., Inc. | 0.14% | Reduce -9.4% | 107,978 | $1.8M |
| Wealthstar Advisors, LLC | 0.89% | Reduce -1.8% | 107,025 | $1.8M |
| Mariner, LLC | 0.00% | Add +9.8% | 101,275 | $1.7M |
| &partners | 0.01% | Add +35.5% | 99,200 | $1.7M |
| MRA Advisory Group | 0.59% | Add +3.4% | 98,079 | $1.6M |
| MorganRosel Wealth Management, LLC | 0.55% | Reduce -6.0% | 96,943 | $1.6M |
| MAI Capital Management | 0.01% | Add +17.9% | 95,738 | $1.6M |
| Tradition Wealth Management, LLC | 0.10% | Add +52.5% | 95,446 | $1.6M |
| Evergreen Capital Management LLC | 0.03% | Reduce -3.6% | 92,123 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +12.2% | 92,246 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.9% | 87,070 | $1.5M |
| Cresset Asset Management, LLC | 0.01% | Add +25.5% | 85,409 | $1.4M |
| Marks Group Wealth Management, Inc | 0.12% | No change | 85,175 | $1.4M |
| Anchor Capital Management Group Inc | 0.97% | Reduce -32.2% | 84,300 | $1.4M |
| Western Wealth Management, LLC | 0.04% | Add +4.6% | 81,936 | $1.4M |
| HUB Investment Partners, LLC | 0.02% | Reduce -25.3% | 80,453 | $1.3M |
| Lido Advisors, LLC | 0.00% | Add +55.6% | 76,245 | $1.3M |
| Parisi Gray Wealth Management | 0.26% | Add +1.4% | 76,006 | $1.3M |
| Wedbush Securities Inc. | 0.03% | Add +3.1% | 75,428 | $1.3M |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -14.7% | 74,532 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +72.2% | 74,004 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +3.1% | 72,852 | $1.2M |
| White Knight Strategic Wealth Advisors, LLC | 0.85% | Add +27.8% | 72,817 | $1.2M |
| Cibc World Market Inc. | 0.00% | Reduce -2.7% | 72,282 | $1.2M |
| AtlasMark Financial, Inc | 0.59% | Add +354.1% | 72,139 | $1.2M |
| Americana Partners, LLC | 0.03% | No change | 71,975 | $1.2M |
| Seaview Investment Managers LLC | 0.35% | Add +48.2% | 69,738 | $1.2M |
| HF Advisory Group, LLC | 0.36% | Add +12.9% | 69,328 | $1.2M |
| Private Trust Co. NA | 0.09% | Reduce -2.5% | 68,536 | $1.1M |
| Scotia Capital Inc. | 0.00% | Reduce -2.5% | 68,176 | $1.1M |
| Duncan Williams Asset Management, LLC | 0.26% | Add +17.0% | 68,006 | $1.1M |
| Navis Wealth Advisors, LLC | 0.42% | Reduce -40.3% | 66,991 | $1.1M |
| Captrust Financial Advisors | 0.00% | Reduce -15.2% | 66,224 | $1.1M |
| Truist Financial Corp. | 0.00% | Add +36.0% | 66,067 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Add +6.3% | 65,877 | $1.1M |
| Fifth Third Bancorp | 0.00% | Add +7.8% | 64,912 | $1.1M |
| Significant Wealth Partners LLC | 1.11% | Add +1.9% | 61,593 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -13.8% | 60,886 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -30.7% | 60,320 | $1.0M |
| Benchmark Financial, LLC | 0.81% | No change | 59,542 | $994K |
| Brown Advisory Inc. | 0.00% | No change | 57,558 | $961K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -20.5% | 57,439 | $959K |
| Rayburn West Financial Services LLC | 0.52% | Add +3.8% | 56,923 | $951K |
| Merit Financial Group, LLC | 0.01% | Reduce -8.7% | 53,303 | $890K |
| Harbor Investment Advisory, LLC | 0.06% | No change | 53,142 | $887K |
| Connecticut Wealth Management, LLC | 0.03% | New | 52,792 | $882K |
| Outlook Wealth Advisors, LLC | 0.19% | Add +0.0% | 52,723 | $880K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.8% | 51,039 | $852K |
| Fiduciary Alliance LLC | 0.06% | Add +7.1% | 50,324 | $840K |
| Traynor Capital Management, Inc. | 0.04% | Add +145.5% | 50,093 | $837K |
| CoreCap Advisors, LLC | 0.02% | Reduce -2.6% | 50,008 | $835K |
| Prospera Financial Services Inc | 0.01% | Reduce -5.9% | 49,878 | $833K |
| First Heartland Consultants, Inc. | 0.05% | Add +10.9% | 48,956 | $818K |
| World Equity Group, Inc. | 0.18% | Add +27.8% | 48,879 | $816K |
| Verity Asset Management, Inc. | 0.31% | Add +6.8% | 48,739 | $814K |
| Pasadena Private Wealth, LLC | 0.10% | New | 48,212 | $805K |
| Foundations Investment Advisors, LLC | 0.01% | Add +180.9% | 48,192 | $805K |
| Creative Planning | 0.00% | Add +101.5% | 47,889 | $800K |
| Resurgent Financial Advisors LLC | 0.22% | Add +7.5% | 47,746 | $797K |
| Goldstone Financial Group, LLC | 0.07% | Reduce -2.0% | 47,175 | $788K |
| Ieq Capital, LLC | 0.00% | Reduce -35.7% | 46,840 | $782K |
| Mach-1 Financial Group, LLC | 0.30% | Reduce -4.3% | 46,520 | $777K |
| Maridea Wealth Management LLC | 0.08% | Add +80.5% | 45,854 | $766K |
| Garden State Investment Advisory Services LLC | 0.15% | Add +0.0% | 45,841 | $766K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +0.2% | 45,582 | $761K |
| Accredited Investors Inc. | 0.03% | Add +2.1% | 45,532 | $760K |
| Advisory Solutions Group, LLC | 0.26% | — | 45,459 | $759K |
| First Growth Capital LLC | 0.57% | Add +21.0% | 45,184 | $755K |
| Sovran Advisors, LLC | 0.05% | Reduce -2.5% | 44,226 | $711K |
| Diversify Advisory Services, LLC | 0.01% | New | 44,312 | $704K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -38.5% | 44,312 | $704K |
| Benjamin Edwards Inc. | 0.01% | Add +157.6% | 41,410 | $691K |
| Creekside Partners | 0.24% | Add +53.3% | 40,402 | $675K |
| Beacon Financial Advisory LLC | 0.13% | Add +0.7% | 40,298 | $673K |
| Key Client Fiduciary Advisors, LLC | 0.19% | Reduce -4.2% | 38,936 | $650K |
| Kaizen Financial Strategies | 0.25% | Add +3.2% | 38,225 | $639K |
| NewEdge Wealth, LLC | 0.01% | Add +1.7% | 38,205 | $638K |
| Brookstone Capital Management | 0.01% | Add +11.8% | 37,781 | $631K |
| IFP Advisors, Inc | 0.01% | Add +8.2% | 37,633 | $628K |
| E&G Advisors, LLC | 0.11% | Reduce -0.7% | 35,389 | $591K |
| LaSalle St. Investment Advisors, LLC | 0.07% | Reduce -1.8% | 35,256 | $589K |
| Summitry LLC | 0.02% | Add +191.7% | 35,000 | $585K |
| Ameriflex Group, Inc. | 0.23% | No change | 33,712 | $563K |
| Pathstone Holdings, LLC | 0.00% | No change | 33,588 | $561K |
| Lewis Asset Management, LLC | 0.20% | Reduce -31.6% | 33,369 | $557K |
| Ramiah Investment Group | 0.42% | Add +7.4% | 33,320 | $556K |
| Capital Investment Advisors, LLC | 0.01% | Add +198.9% | 33,109 | $553K |
| Compound Planning, Inc. | 0.01% | Add +0.3% | 33,010 | $551K |
| Samalin Investment Counsel, LLC | 0.18% | Reduce -24.9% | 32,920 | $550K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Add +13.7% | 32,626 | $545K |
| Harbour Investments, Inc. | 0.01% | Add +9.3% | 32,080 | $536K |
| Choreo, LLC | 0.01% | New | 31,746 | $533K |
| Cura Wealth Advisors, LLC | 0.23% | Add +0.9% | 31,559 | $527K |
| International Assets Investment Management, LLC | 0.03% | Add +24.4% | 31,470 | $526K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -18.5% | 31,473 | $526K |
| Certified Advisory Corp | 0.04% | Add +1.1% | 31,029 | $518K |
| StoneX Group Inc. | 0.02% | Reduce -17.7% | 29,830 | $504K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.5% | 30,045 | $502K |
| Essential Investment Partners LLC | 0.40% | Reduce -0.6% | 29,831 | $498K |
| National Bank of Canada | 0.00% | Reduce -2.0% | 29,008 | $484K |
| US Bancorp \de | 0.00% | Add +98.0% | 28,783 | $481K |
| Focus Partners Wealth | 0.00% | Reduce -19.3% | 28,252 | $472K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -3.3% | 27,436 | $458K |
| GenWealth Group, Inc. | 0.07% | Add +35.3% | 27,137 | $453K |
| WCG Wealth Advisors LLC | 0.01% | Add +0.0% | 27,039 | $452K |
| Capital CS Group, LLC | 0.66% | Add +2.7% | 26,970 | $450K |
| Prairie Advisory, LLC | 0.11% | — | 26,862 | $449K |
| Alexander Labrunerie & Co., Inc. | 0.16% | Reduce -79.6% | 26,461 | $442K |
| Summit Financial Wealth Advisors, LLC | 0.06% | Reduce -8.3% | 26,119 | $436K |
| Herold Advisors, Inc. | 0.09% | Add +19.4% | 25,948 | $434K |
| HBW Advisory Services LLC | 0.04% | Reduce -0.1% | 25,787 | $431K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -1.7% | 26,764 | $430K |
| CIBC Bancorp USA Inc. | 0.00% | Add +71.4% | 25,274 | $422K |
| Oxinas Partners, LLC | 0.17% | Add +4.4% | 25,137 | $420K |
| Sigma Planning Corp | 0.01% | Add +0.2% | 25,094 | $420K |
| Gateway Wealth Partners, LLC | 0.02% | Reduce -41.6% | 24,792 | $414K |
| Apollon Wealth Management, LLC | 0.01% | Add +3.5% | 24,707 | $413K |
| First Foundation Advisors | 0.01% | Add +2.0% | 24,373 | $407K |
| Corient Private Wealth LP | 0.00% | Reduce -23.9% | 24,219 | $406K |
| Novem Group | 0.04% | Reduce -5.5% | 24,098 | $402K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +28.4% | 23,477 | $392K |
| Venture Visionary Partners LLC | 0.01% | Add +0.3% | 23,440 | $391K |
| Clear Creek Financial Management, LLC | 0.03% | Add +1.4% | 23,320 | $389K |
| Thomasville National Bank | 0.02% | — | 23,250 | $388K |
| Future Financial Wealth Managment LLC | 0.24% | Reduce -14.4% | 23,995 | $386K |
| Aviance Capital Partners, LLC | 0.04% | Add +0.4% | 22,958 | $383K |
| Attessa Capital LLC | 0.17% | Add +111.3% | 22,787 | $381K |
| Two Sigma Securities, LLC | 0.03% | Reduce -8.7% | 22,697 | $379K |
| Nicholas Hoffman & Company, LLC. | 0.01% | No change | 22,572 | $377K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.8% | 22,136 | $370K |
| Mallini Complete Financial Planning LLC | 0.29% | Add +10.8% | 22,128 | $370K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.7% | 22,025 | $368K |
| Disciplined Investments, LLC | 0.11% | Add +2.0% | 21,037 | $351K |
| Allworth Financial LP | 0.00% | Add +62.5% | 21,024 | $351K |
| Lavelle Capital LP | 0.18% | No change | 20,967 | $350K |
| Sage Capital Advisors,llc | 0.07% | Reduce -6.3% | 20,956 | $350K |
| Global Retirement Partners, LLC | 0.01% | — | 20,413 | $341K |
| AQR Capital Management | 0.00% | Add +10.9% | 20,096 | $336K |
| Sfmg, LLC | 0.02% | No change | 20,000 | $334K |
| Savvy Advisors, Inc. | 0.01% | Add +4.2% | 19,820 | $331K |
| Quantinno Capital Management LP | 0.00% | New | 19,754 | $330K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -1.8% | 19,194 | $321K |
| Mutual Advisors, LLC | 0.01% | New | 19,000 | $317K |
| VestGen Advisors, LLC | 0.01% | No change | 18,827 | $314K |
| Geneos Wealth Management Inc. | 0.01% | Add +14.0% | 18,736 | $313K |
| Readystate Asset Management LP | 0.02% | New | 18,730 | $313K |
| MWA Asset Management | 0.14% | Add +2.2% | 18,625 | $311K |
| Ghe, LLC | 0.12% | Add +0.3% | 18,550 | $310K |
| Mathes Company, Inc. | 0.10% | No change | 18,474 | $309K |
| Stephens Inc. | 0.00% | Add +0.6% | 18,407 | $307K |
| WealthTrust Axiom LLC | 0.07% | No change | 18,283 | $305K |
| Arkadios Wealth Advisors | 0.00% | Reduce -95.2% | 18,253 | $305K |
| Northwest Wealth Management, LLC | 0.04% | Reduce -2.2% | 18,125 | $303K |
| Lifestyle Asset Management, Inc. | 0.08% | Add +78.8% | 17,892 | $299K |
| Waverly Advisors, LLC | 0.00% | New | 17,506 | $292K |
| United Advisor Group, LLC | 0.03% | Add +1.1% | 17,399 | $291K |
| TPG Advisors LLC | 0.16% | Add +0.7% | 17,365 | $290K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -14.4% | 17,128 | $286K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 16,541 | $276K |
| Hollencrest Capital Management | 0.02% | Reduce -2.1% | 16,303 | $272K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -14.4% | 16,210 | $271K |
| Melfa Wealth Management, Inc. | 0.14% | No change | 15,916 | $266K |
| Merkkuri Wealth Advisors LLC | 0.16% | No change | 15,839 | $265K |
| Certior Financial Group, LLC | 0.14% | Reduce -8.4% | 15,757 | $263K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +22.6% | 15,683 | $262K |
| Abel Hall, LLC | 0.04% | No change | 15,000 | $251K |
| Spire Wealth Management | 0.01% | Reduce -15.1% | 14,776 | $247K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -2.0% | 14,573 | $243K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -8.8% | 14,550 | $243K |
| CWC Advisors, LLC. | 0.11% | No change | 14,523 | $243K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +1.6% | 14,517 | $242K |
| Regal Investment Advisors LLC | 0.01% | Add +8.4% | 14,455 | $241K |
| Triumph Capital Management | 0.04% | Add +6.7% | 14,386 | $240K |
| Syverson Strege & Co | 0.05% | Add +3.5% | 14,363 | $240K |
| D.A. Davidson & Co. | 0.00% | Reduce -12.6% | 14,357 | $240K |
| Investmark Advisory Group LLC | 0.09% | Add +0.8% | 14,160 | $236K |
| Boothbay Fund Management, LLC | 0.00% | New | 14,149 | $236K |
| Level Four Advisory Services, LLC | 0.01% | New | 14,026 | $234K |
| EP Wealth Advisors, LLC | 0.00% | Add +18.2% | 13,998 | $234K |
| Elevation Point Wealth Partners, LLC | 0.00% | Add +12.6% | 13,824 | $233K |
| BCS Wealth Management | 0.04% | No change | 13,904 | $232K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +12.6% | 13,824 | $231K |
| Beverly Hills Private Wealth, LLC | 0.04% | Reduce -13.9% | 13,824 | $231K |
| Patriot Financial Group Insurance Agency, LLC | 0.02% | Reduce -57.7% | 13,757 | $230K |
| Silverleafe Capital Partners, LLC | 0.06% | Add +10.7% | 13,637 | $228K |
| Gradient Investments LLC | 0.00% | New | 13,363 | $223K |
| Almanack Investment Partners, LLC. | 0.03% | No change | 13,355 | $223K |
| Wesbanco Bank Inc. | 0.01% | Add +32.9% | 13,329 | $223K |
| TopTier Wealth Management, LLC | 0.13% | Reduce -23.5% | 13,021 | $217K |
| Advisors Asset Management, Inc. | 0.00% | Add +3543.9% | 12,790 | $214K |
| GWN Securities Inc. | 0.04% | No change | 12,634 | $211K |
| M&T Bank Corp | 0.00% | New | 12,459 | $208K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -60.6% | 12,417 | $207K |
| Kagan Cocozza Asset Management | 0.13% | No change | 12,376 | $207K |
| Sound Income Strategies, LLC | 0.01% | Add +63.3% | 12,327 | $206K |
| Keystone Wealth Services, LLC | 0.04% | Reduce -43.5% | 12,315 | $206K |
| Yukon Wealth Management, Inc. | 0.06% | New | 12,282 | $205K |
| Snowden Capital Advisors LLC | 0.00% | Add +5.4% | 12,110 | $205K |
| Wellington-Altus USA Inc. | 0.14% | No change | 11,800 | $202K |
| Ameritas Advisory Services, LLC | 0.00% | Add +17.9% | 11,842 | $198K |
| Concord Wealth Partners | 0.02% | Add +4.1% | 11,828 | $198K |
| Main Street Financial Solutions, LLC | 0.01% | New | 11,753 | $196K |
| Mezzasalma Advisors, LLC | 0.04% | Add +2.5% | 11,742 | $196K |
| Firethorn Wealth Partners, LLC | 0.06% | Add +3.9% | 11,721 | $196K |
| Fortis Group Advisors, LLC | 0.03% | No change | 11,445 | $191K |
| Larson Financial Group LLC | 0.00% | Add +5.7% | 10,966 | $183K |
| Synergy Asset Management, LLC | 0.02% | New | 10,917 | $182K |
| Flatrock Wealth Partners LLC | 0.07% | Reduce -33.5% | 10,760 | $182K |
| Lanark Financial, Inc. | 0.01% | Reduce -7.6% | 10,900 | $182K |
| Financial Alternatives, Inc | 0.09% | No change | 10,437 | $174K |
| BlackRock, Inc. | 0.00% | No change | 10,435 | $174K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 10,396 | $174K |
| Strategic Blueprint, LLC | 0.01% | New | 10,316 | $172K |
| Oxbow Advisors, LLC | 0.01% | No change | 10,075 | $168K |
| Nomura Holdings Inc. | 0.00% | Reduce -48.8% | 10,000 | $167K |
| Parallel Advisors, LLC | 0.00% | Add +8279.8% | 7,877 | $132K |
| Centaurus Financial, Inc. | 0.00% | No change | 7,589 | $127K |
| Fiduciary Financial Advisors | 0.01% | New | 7,497 | $125K |
| Bessemer Group Inc. | 0.00% | New | 7,366 | $123K |
| Gilpin Wealth Management, LLC | 0.08% | No change | 7,006 | $117K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.08% | Reduce -17.0% | 6,784 | $113K |
| Webster Bank, N. A. | 0.01% | No change | 6,459 | $108K |
| Institute for Wealth Management, LLC. | 0.01% | New | 6,294 | $105K |
| Medallion Wealth Advisors, LLC | 0.03% | Add +3.9% | 5,859 | $98K |
| Advocate Investing Services LLC | 0.07% | New | 5,800 | $97K |
| FNY Investment Advisers, LLC | 0.03% | No change | 5,600 | $93K |
| Golden State Wealth Management, LLC | 0.01% | Add +48.9% | 5,506 | $92K |
| Assetmark, Inc. | 0.00% | Add +626.6% | 5,268 | $88K |
| Vision Retirement, LLC | 0.02% | Reduce -14.4% | 5,091 | $85K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 5,000 | $84K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,627 | $77K |
| St Germain D J Co. Inc. | 0.00% | No change | 3,615 | $60K |
| First Horizon Corp. | 0.00% | Add +2.8% | 3,453 | $58K |
| Bogart Wealth, LLC | 0.00% | No change | 3,354 | $56K |
| Nova Wealth Management, Inc. | 0.03% | Add +4.1% | 3,125 | $52K |
| Eastern Bank | 0.00% | No change | 3,000 | $50K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -34.2% | 2,982 | $50K |
| Sankala Group LLC | 0.03% | Add +4.0% | 3,234 | $49K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 2,730 | $46K |
| Huntington National Bank | 0.00% | No change | 2,730 | $46K |
| LRI Investments, LLC | 0.00% | No change | 2,196 | $37K |
| Raffa Wealth Management, LLC | 0.00% | No change | 2,158 | $36K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +4.1% | 2,091 | $35K |
| Smartleaf Asset Management LLC | 0.00% | No change | 2,044 | $34K |
| Rothschild Investment LLC | 0.00% | No change | 2,000 | $33K |
| Heritage Wealth Advisors | 0.00% | No change | 2,000 | $33K |
| Delta Asset Management LLC | 0.00% | New | 1,855 | $31K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,840 | $31K |
| Allied Private Wealth LLC | 0.02% | — | 1,773 | $30K |
| SHP Wealth Management | 0.00% | Add +173.6% | 1,762 | $29K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -19.8% | 1,699 | $28K |
| Caldwell Trust Co | 0.00% | New | 1,626 | $27K |
| Aspect Partners, LLC | 0.01% | Add +4.1% | 1,436 | $24K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | Add +366.7% | 1,400 | $23K |
| PFS Partners, LLC | 0.01% | No change | 1,375 | $23K |
| Blue Trust, Inc. | 0.00% | Add +4.1% | 1,320 | $22K |
| Evelyn Partners Group Ltd | 0.00% | — | 1,291 | $22K |
| MPWM Advisory Solutions, LLC | 0.01% | New | 1,250 | $21K |
| Coston, McIsaac & Partners | 0.00% | Add +0.3% | 1,172 | $19K |
| Financial Management Professionals, Inc. | 0.00% | Add +3.9% | 1,095 | $19K |
| Wilkerson Advisory Group LLC | 0.01% | Add +3.8% | 1,034 | $17K |
| LifeSteps Financial, Inc. | 0.01% | New | 1,000 | $17K |
| Country Trust Bank | 0.00% | No change | 1,000 | $17K |
| Cape Investment Advisory, Inc. | 0.00% | New | 962 | $16K |
| North Star Investment Management Corp. | 0.00% | No change | 900 | $15K |
| Avion Wealth | 0.00% | Add +212.2% | 899 | $15K |
| Compass Financial Management LLC | 0.00% | — | 801 | $13K |
| Walsh & Associates, LLC | 0.01% | No change | 569 | $10K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 530 | $9K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -96.8% | 500 | $8K |
| Key Financial Inc | 0.00% | Add +1415.2% | 500 | $8K |
| HM Payson & Co. | 0.00% | New | 475 | $8K |
| Salem Investment Counselors Inc. | 0.00% | Add +157.1% | 450 | $8K |
| Jones Financial Companies LLLP | 0.00% | Reduce -78.3% | 400 | $7K |
| Salomon & Ludwin, LLC | 0.00% | No change | 352 | $6K |
| Strengthening Families & Communities, LLC | 0.00% | New | 342 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -89.2% | 300 | $5K |
| Gables Capital Management Inc. | 0.00% | No change | 275 | $5K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 258 | $4K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 253 | $4K |
| Bangor Savings Bank | 0.00% | New | 250 | $4K |
| SWAN Capital LLC | 0.00% | No change | 222 | $4K |
| Roble, Belko & Company, Inc | 0.00% | No change | 200 | $3K |
| Axiom Investment Management LLC | 0.00% | No change | 163 | $3K |
| Capital Analysts, LLC | 0.00% | Add +2.2% | 94 | $2K |
| Highline Wealth Partners LLC | 0.00% | No change | 100 | $2K |
| LGT Financial Advisors LLC | 0.01% | No change | 94 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 89 | $2K |
| Markowski Investments | 0.00% | — | 81 | $1K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 80 | $1K |
| Holos Integrated Wealth LLC | 0.00% | Add +4.5% | 70 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 4 | $67 |
| BNP Paribas Financial Markets | 0.00% | No change | 1 | $17 |
"% of holder's portfolio" is PDI's weight in each manager's 13F, not the share of PIMCO Dynamic Income Fund the manager owns.