PDI institutional holders

PIMCO DYNAMIC INCOME FD · 13F, 2026Q2

Managers holding374
Shares held72,929,229
Reported value$1.2bn
Quarter flows44 new, 171 added, 101 trimmed, 41 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY13,979,935$233.5m0.0%
LPL Financial LLC5,545,160$92.6m0.0%
BANK OF AMERICA CORP /DE/3,010,801$50.3m0.0%
Cambridge Investment Research Advisors, Inc.2,669,946$44.6m0.1%
Cetera Investment Advisers2,178,984$36.4m0.0%
OSAIC HOLDINGS, INC.1,829,861$30.6m0.0%
UBS Group AG1,750,310$29.2m0.0%
RAYMOND JAMES FINANCIAL INC1,585,101$26.5m0.0%
WELLS FARGO & COMPANY/MN1,534,884$25.6m0.0%
COHEN & STEERS, INC.1,514,050$25.3m0.0%
J.W. COLE ADVISORS, INC.1,510,792$25.2m0.4%
ROYAL BANK OF CANADA1,455,710$24.3m0.0%
PFG Investments, LLC1,438,078$24.0m0.9%
TD Waterhouse Canada Inc.1,385,039$23.2m0.1%
Estate Planners Group, LLC1,363,819$22.8m10.3%
Cerity Partners LLC985,250$16.5m0.0%
Cyndeo Wealth Partners, LLC927,452$15.5m0.7%
ENVESTNET ASSET MANAGEMENT INC839,521$14.0m0.0%
Mission Hills Financial Advisory, LLC751,235$12.5m5.5%
INDEPENDENT FINANCIAL GROUP, LLC717,418$12.0m0.2%
Private Advisor Group, LLC713,369$11.9m0.1%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO651,048$10.9m0.0%
GUGGENHEIM CAPITAL LLC608,146$10.2m0.1%
COMMONWEALTH EQUITY SERVICES, LLC604,754$10.1m0.0%
Bensler, LLC566,940$9.5m0.8%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PDI"). PDI price history · All 13F data

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