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Disclosery

PDI PIMCO DYNAMIC INCOME FD

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SHS (fund), issuer CIK 1510599

373 managers (376 13F filers) reported a position in PDI shares at 2026-06-30, 71,597,381 shares in all. 37 filers opened a position and 32 filers sold out during the quarter.

Managers
373
13F filers
376
New
37
Added
172
Reduced
101
Sold out
32
Shares held by filers
71,597,381

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY13,979,935$233M0.01%+1,076,42313F-HRTimelineGroup
LPL Financial LLC5,545,160$92.6M0.02%+256,22413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,010,801$50.3M<0.01%-27,38113F-HRTimelineGroup
Cetera Investment Advisers2,178,984$36.4M0.03%+470,92013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,829,861$30.6M0.04%+250,20913F-HRTimelineGroup
UBS Group AGin group UBS Group AG1,750,310$29.2M<0.01%+104,38913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,585,101$26.5M0.01%+130,21813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,534,884$25.6M<0.01%-58,37513F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,514,050$25.3M0.04%+87,18613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.1,510,792$25.2M0.43%+1,498,02413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,455,710$24.3M<0.01%-81,74213F-HRTimelineGroup
PFG Investments, LLC1,438,078$24M0.93%-87,15713F-HRTimeline
TD Waterhouse Canada Inc.1,385,039$23.2M0.06%+82,21413F-HRTimeline
Estate Planners Group, LLC1,363,819$22.8M10.3%+54,90913F-HRTimeline
Cambridge Investment Research Advisors,…1,334,973$22.3M0.05%+155,88113F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC985,250$16.5M0.02%+195,17913F-HRTimelineGroup
Cyndeo Wealth Partners, LLC927,452$15.5M0.73%+307,63013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC839,521$14M<0.01%+390,16613F-HRTimelineGroup
Mission Hills Financial Advisory, LLC751,235$12.5M5.51%+27,04113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC717,418$12M0.22%-14,12613F-HRTimeline
Private Advisor Group, LLC713,369$11.9M0.05%-162,75413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…651,048$10.9M0.01%+252,23113F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC608,146$10.2M0.07%-85,46913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC604,754$10.1M0.01%+8,46113F-HRTimeline
Bensler, LLC566,940$9.47M0.84%+41,06713F-HRTimeline
Noble Wealth Management PBC537,557$8.98M4.1%-40,30113F-HRTimeline
Cornerstone Advisory, LLC501,259$8.37M0.69%-67,40513F-HRTimeline
Janney Montgomery Scott LLC477,384$7.97M0.02%-6,54013F-HRTimeline
Summit Financial, LLC465,415$7.87M0.09%+6,61313F-HRTimeline
Avior Wealth Management, LLC462,193$7.72M0.2%+11,50913F-HRTimeline
VERUS CAPITAL PARTNERS, LLC459,841$7.68M0.42%+79,36913F-HRTimeline
Orion Porfolio Solutions, LLC446,181$7.45M0.06%+130,08413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …436,792$7.29M0.14%-1,10013F-HRTimelineGroup
NewEdge Advisors, LLC431,148$7.2M0.02%+45,97913F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding397,984$6.65M+16,817Timeline
Thomas J. Herzfeld Advisors, Inc.388,727$6.49M1.99%+233,86713F-HRTimeline
Wagner Wealth Management, LLC374,835$6.26M1.16%+4,48913F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC371,490$6.2M4.06%+41,60113F-HRTimeline
HighTower Advisors, LLC367,398$6.14M0.01%+92,85913F-HRTimeline
LifeWealth Investments, LLC362,648$6.06M1.62%-6,59313F-HRTimeline
AE Wealth Management LLC345,004$5.76M0.03%+6,64413F-HRTimeline
RIVERNORTH CAPITAL MANAGEMENT, LLC320,522$5.35M0.25%new13F-HRTimeline
RFG Advisory, LLC308,982$5.16M0.08%+117,20813F-HRTimeline
Sentinel Advisory Group, LLC306,398$5.12M2.09%-35,87413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC303,855$5.07M0.06%+25,41713F-HRTimelineGroup
ALLIANCEBERNSTEIN L.P.282,580$4.83M<0.01%-120,87613F-HRTimeline
Logan Stone Capital, LLC284,734$4.76M1%+274,70013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…279,565$4.67M<0.01%+30,35013F-HRTimelineGroup
ICON ADVISERS INC/CO268,890$4.49M0.84%new13F-HRTimeline
Arax Advisory Partners266,894$4.46M0.03%+262,41613F-HRTimeline
Wealth Care LLC249,620$4.17M3.38%+23,75013F-HRTimeline
Capital Investment Advisory Services, L…246,800$4.12M0.25%-2,01613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/243,163$4.06M<0.01%+18,60013F-HRTimelineGroup
Beta Wealth Group, Inc.224,187$3.74M1.4%-3,26613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd223,099$3.73M0.05%-65,00713F-HRTimelineGroup
Destiny Wealth Partners, LLC227,585$3.64M0.51%-143,02513F-HRTimeline
CONDOR CAPITAL MANAGEMENT211,898$3.54M0.27%new13F-HRTimeline
QUARRY HILL ADVISORS, LLC198,527$3.32M1.27%+5,27513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.191,186$3.19M0.02%+8,72113F-HRTimelineGroup
Morse Asset Management, Inc190,532$3.18M0.53%-10,38013F-HRTimeline
Catawba River Capital182,885$3.05M1.37%-2,41213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…174,295$2.92M<0.01%+96,39713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…169,590$2.83M<0.01%+2,50413F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…169,286$2.83M0.06%+18313F-HRTimelineGroup
Smith Asset Management Co., LLC160,826$2.69M2.11%-1,66613F-HRTimeline
RETIREMENT PLANNING GROUP, LLC / NY158,117$2.68M1.46%-19,69813F-HRTimeline
World Investment Advisors155,515$2.66M0.04%-72213F-HRTimeline
Flagship Private Wealth, LLC158,534$2.65M0.94%+6,61813F-HRTimeline
Savant Capital, LLC156,723$2.64M0.01%+103,90913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP147,976$2.47M<0.01%+5,08313F-HRTimelineGroup
Farther Finance Advisors, LLC141,329$2.36M0.02%-221,29213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…139,793$2.33M0.26%-1,14213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…137,604$2.3M<0.01%+42,03613F-HRTimelineGroup
Focus Financial Network, Inc.133,608$2.26M0.07%+30,75313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…134,574$2.25M<0.01%-40,24613F-HRTimelineGroup
Tennessee Valley Asset Management Partn…134,000$2.24M0.25%-11,09313F-HRTimeline
Elm3 Financial Group, LLC128,874$2.15M1.47%+3713F-HRTimeline
GILL CAPITAL PARTNERS, LLC126,426$2.11M0.56%-63513F-HRTimeline
Kovack Advisors, Inc.125,119$2.09M0.1%+2,80913F-HRTimeline
IFG Advisory, LLC125,060$2.09M0.07%+121,38313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC123,637$2.06M0.08%+86,60713F-HRTimeline
Meadowbrook Wealth Management, LLC110,570$1.85M1.99%new13F-HRTimeline
AlphaStar Capital Management, LLC109,664$1.83M0.12%-7,72113F-HRTimeline
MEANS INVESTMENT CO., INC.107,978$1.8M0.14%-11,26113F-HRTimeline
Wealthstar Advisors, LLC107,025$1.79M0.89%-1,97213F-HRTimeline
Mariner, LLCin group Mariner, LLC101,275$1.69M<0.01%+9,02113F-HRTimelineGroup
&PARTNERS99,200$1.66M0.01%+26,01413F-HRTimeline
MRA Advisory Group98,079$1.64M0.59%+3,26313F-HRTimeline
MorganRosel Wealth Management, LLC96,943$1.62M0.55%-6,21613F-HRTimeline
MAI Capital Management95,738$1.6M0.01%+14,54213F-HRTimeline
Tradition Wealth Management, LLC95,446$1.59M0.1%+32,85813F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC92,123$1.56M0.03%-3,48613F-HRTimeline
MML INVESTORS SERVICES, LLC92,246$1.54M<0.01%+9,99413F-HRTimeline
Sanctuary Advisors, LLC87,070$1.45M0.01%+3,26913F-HRTimeline
Cresset Asset Management, LLC85,409$1.45M0.01%+17,37013F-HRTimeline
Marks Group Wealth Management, Inc85,175$1.42M0.12%013F-HRTimeline
Anchor Capital Management Group Inc84,300$1.41M0.97%-40,00013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding88,624$1.41M+16,572Timeline
Western Wealth Management, LLC81,936$1.37M0.04%+3,59513F-HRTimeline
HUB Investment Partners, LLC80,453$1.34M0.02%-27,18213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC76,245$1.29M<0.01%+27,23513F-HRTimelineGroup
Parisi Gray Wealth Management76,006$1.27M0.26%+1,03513F-HRTimeline
WEDBUSH SECURITIES INC75,428$1.26M0.03%+2,25113F-HRTimeline
Williams Jones Wealth Management, LLC.74,532$1.24M0.01%-12,85313F-HRTimeline
Ausdal Financial Partners, Inc.74,004$1.24M0.05%+31,03513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.72,852$1.22M<0.01%+2,20813F-HRTimelineGroup
White Knight Strategic Wealth Advisors,…72,817$1.22M0.85%+15,85813F-HRTimeline
CIBC WORLD MARKET INC.72,282$1.21M<0.01%-2,00113F-HRTimeline
AtlasMark Financial, Inc72,139$1.2M0.59%+56,25313F-HRTimeline
Americana Partners, LLC71,975$1.2M0.03%013F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC69,738$1.16M0.35%+22,69513F-HRTimeline
HF Advisory Group, LLC69,328$1.16M0.36%+7,90813F-HRTimeline
PRIVATE TRUST CO NA68,536$1.14M0.09%-1,78413F-HRTimeline
SCOTIA CAPITAL INC.68,176$1.14M<0.01%-1,73613F-HRTimeline
Duncan Williams Asset Management, LLC68,006$1.14M0.26%+9,86613F-HRTimeline
Navis Wealth Advisors, LLC66,991$1.12M0.42%-45,20513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS66,224$1.11M<0.01%-11,89413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP66,067$1.1M<0.01%+17,49313F-HRTimelineGroup
IHT Wealth Management, LLC65,877$1.1M0.02%+3,91613F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…64,912$1.08M<0.01%+4,67913F-HRTimelineGroup
Significant Wealth Partners LLC61,593$1.03M1.11%+1,13113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding60,878$1.02M-2,836Timeline
Stratos Wealth Partners, LTD.group of 2 filers holding60,886$1.02M-54,461Timeline
MERCER GLOBAL ADVISORS INC /ADV60,320$1.01M<0.01%-26,73613F-HR/ATimeline
Benchmark Financial, LLC59,542$994K0.81%013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC57,558$961K<0.01%013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,439$959K0.01%-14,78513F-HRTimelineGroup
Rayburn West Financial Services LLC56,923$951K0.52%+2,10013F-HRTimeline
Merit Financial Group, LLC53,303$890K0.01%-5,10813F-HR/ATimeline
HARBOR INVESTMENT ADVISORY, LLC53,142$887K0.06%013F-HRTimeline
Connecticut Wealth Management, LLC52,792$882K0.03%new13F-HRTimeline
Outlook Wealth Advisors, LLC52,723$880K0.19%+713F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC51,039$852K0.01%-44013F-HRTimeline
Fiduciary Alliance LLC50,324$840K0.06%+3,34013F-HRTimeline
Traynor Capital Management, Inc.50,093$837K0.04%+29,68513F-HRTimeline
CoreCap Advisors, LLC50,008$835K0.02%-1,32813F-HRTimeline
Prospera Financial Services Inc49,878$833K0.01%-3,13813F-HRTimeline
First Heartland Consultants, Inc.48,956$818K0.05%+4,81213F-HRTimeline
WORLD EQUITY GROUP, INC.48,879$816K0.18%+10,63813F-HRTimeline
Verity Asset Management, Inc.48,739$814K0.31%+3,09013F-HRTimeline
Pasadena Private Wealth, LLC48,212$805K0.1%new13F-HRTimeline
Foundations Investment Advisors, LLC48,192$805K0.01%+31,03613F-HRTimeline
Creative Planningin group Creative Planning47,889$800K<0.01%+24,12213F-HRTimelineGroup
Resurgent Financial Advisors LLC47,746$797K0.22%+3,33713F-HRTimeline
Goldstone Financial Group, LLC47,175$788K0.07%-97713F-HRTimeline
IEQ CAPITAL, LLC46,840$782K<0.01%-26,04313F-HRTimeline
Mach-1 Financial Group, LLC46,520$777K0.3%-2,07413F-HRTimeline
Maridea Wealth Management LLC45,854$766K0.08%+20,44413F-HRTimeline
Garden State Investment Advisory Servic…45,841$766K0.15%+113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…45,582$761K0.01%+9313F-HRTimelineGroup
Accredited Investors Inc.45,532$760K0.03%+95213F-HRTimeline
Advisory Solutions Group, LLC45,459$759K0.26%13F-HRTimeline
First Growth Capital LLC45,184$755K0.57%+7,84813F-HRTimeline
Integrated Wealth Concepts LLC43,514$727K<0.01%+4,88513F-HRTimeline
Sovran Advisors, LLC44,226$711K0.05%-1,11113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC41,410$691K0.01%+25,33213F-HRTimelineGroup
Creekside Partners40,402$675K0.24%+14,05113F-HRTimeline
Beacon Financial Advisory LLC40,298$673K0.13%+26913F-HRTimeline
Key Client Fiduciary Advisors, LLC38,936$650K0.19%-1,72113F-HRTimeline
Kaizen Financial Strategies38,225$639K0.25%+1,17213F-HRTimeline
NewEdge Wealth, LLC38,205$638K0.01%+62513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management37,781$631K0.01%+3,97713F-HRTimelineGroup
IFP Advisors, Inc37,633$628K0.01%+2,86313F-HRTimeline
E&G Advisors, LLC35,389$591K0.11%-24913F-HRTimeline
LaSalle St. Investment Advisors, LLC35,256$589K0.07%-63513F-HRTimeline
Boreal Capital Management LLC0$589K0.44%new13F-HRTimelineAmount filed as zero, left out of ratios.
SUMMITRY LLC35,000$584K0.02%+23,00013F-HRTimeline
AMERIFLEX GROUP, INC.33,712$563K0.23%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC33,588$561K<0.01%013F-HRTimelineGroup
Lewis Asset Management, LLC33,369$557K0.2%-15,42413F-HRTimeline
Ramiah Investment Group33,320$556K0.42%+2,30013F-HRTimeline
Capital Investment Advisors, LLC33,109$553K0.01%+22,03113F-HRTimeline
Compound Planning, Inc.33,010$551K0.01%+10313F-HRTimeline
Samalin Investment Counsel, LLC32,920$550K0.18%-10,92913F-HRTimeline
HARBOUR INVESTMENTS, INC.32,080$536K0.01%+2,74313F-HRTimeline
CHOREO, LLC31,746$533K0.01%new13F-HRTimeline
CURA WEALTH ADVISORS, LLC31,559$527K0.22%+27513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…31,470$526K0.03%+6,17813F-HRTimeline
Certified Advisory Corp31,029$518K0.04%+32413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.29,830$504K0.02%-6,41013F-HRTimelineGroup
Valeo Financial Advisors, LLC30,045$502K0.01%+15613F-HRTimeline
Essential Investment Partners LLC29,831$498K0.4%-18613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/29,008$484K<0.01%-58313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\28,783$481K<0.01%+14,25013F-HRTimelineGroup
Cornerstone Wealth Management, LLC27,436$458K0.02%-93713F-HRTimeline
GenWealth Group, Inc.27,137$453K0.07%+7,08113F-HRTimeline
WCG Wealth Advisors LLC27,039$452K0.01%+113F-HRTimeline
Capital CS Group, LLC26,970$450K0.66%+70313F-HRTimeline
PRAIRIE ADVISORY, LLC26,862$449K0.11%13F-HRTimeline
ALEXANDER LABRUNERIE & CO., INC.26,461$442K0.15%-103,47913F-HRTimeline
Summit Financial Wealth Advisors, LLC26,119$436K0.06%-2,37413F-HRTimeline
Herold Advisors, Inc.25,948$434K0.09%+4,22413F-HRTimeline
HBW ADVISORY SERVICES LLC25,787$431K0.04%-1513F-HRTimeline
Chicago Partners Investment Group LLC26,764$430K0.01%-47313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.25,274$422K<0.01%+10,53213F-HRTimelineGroup
Oxinas Partners, LLC25,137$420K0.17%+1,06413F-HRTimeline
Sigma Planning Corp25,094$420K0.01%+4713F-HRTimeline
Gateway Wealth Partners, LLC24,792$414K0.02%-17,67813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC24,707$413K0.01%+83013F-HRTimelineGroup
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS24,373$407K0.01%+49013F-HRTimelineGroup