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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
Corient Private Wealth LPin group Corient Private Wealth LP24,219$406K<0.01%-7,62013F-HR/ATimelineGroup
NOVEM GROUP24,098$402K0.04%-1,38913F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…23,477$392K<0.01%+5,19413F-HRTimelineGroup
Venture Visionary Partners LLC23,440$391K0.01%+8113F-HRTimeline
Clear Creek Financial Management, LLC23,320$389K0.03%+31313F-HRTimeline
Thomasville National Bank23,250$388K0.02%13F-HRTimeline
Future Financial Wealth Managment LLC23,995$386K0.24%-4,04613F-HRTimeline
Aviance Capital Partners, LLC22,958$383K0.04%+9313F-HRTimeline
Attessa Capital LLC22,787$381K0.17%+12,00513F-HRTimeline
TWO SIGMA SECURITIES, LLC22,697$379K0.03%-2,16313F-HRTimeline
Nicholas Hoffman & Company, LLC.22,572$377K0.01%013F-HRTimeline
Koshinski Asset Management, Inc.22,136$370K0.02%-40913F-HRTimeline
Mallini Complete Financial Planning LLC22,128$370K0.26%+2,15213F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC22,025$368K<0.01%-10,69713F-HRTimelineGroup
Disciplined Investments, LLC21,037$351K0.11%+41313F-HR/ATimeline
Allworth Financial LP21,024$351K<0.01%+8,08413F-HRTimeline
LAVELLE CAPITAL LP20,967$350K0.18%013F-HRTimeline
Sage Capital Advisors,llc20,956$350K0.07%-1,41313F-HRTimeline
Global Retirement Partners, LLC20,413$341K0.01%13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC20,096$336K<0.01%+1,97113F-HRTimelineGroup
SFMG, LLC20,000$334K0.02%013F-HRTimeline
Savvy Advisors, Inc.19,820$331K0.01%+80013F-HRTimeline
Quantinno Capital Management LP19,754$330K<0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC19,194$321K0.01%-34713F-HRTimeline
Mutual Advisors, LLC19,000$317K0.01%new13F-HRTimeline
VestGen Advisors, LLC18,827$314K0.01%013F-HRTimeline
Geneos Wealth Management Inc.18,736$313K0.01%+2,30013F-HRTimeline
READYSTATE ASSET MANAGEMENT LP18,730$313K0.01%new13F-HRTimeline
MWA Asset Management18,625$311K0.14%+40013F-HRTimeline
GHE, LLC18,550$310K0.12%+5013F-HRTimeline
Mathes Company, Inc.18,474$309K0.1%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,407$307K<0.01%+10713F-HRTimelineGroup
WealthTrust Axiom LLC18,283$305K0.07%013F-HRTimeline
Arkadios Wealth Advisors18,253$305K<0.01%-362,11113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC18,125$303K0.04%-41013F-HRTimeline
Lifestyle Asset Management, Inc.17,892$299K0.08%+7,88613F-HRTimeline
Waverly Advisors, LLC17,506$292K<0.01%new13F-HRTimeline
United Advisor Group, LLC17,399$291K0.03%+18113F-HRTimeline
TPG Advisors LLC17,365$290K0.16%+11413F-HRTimeline
AdvisorNet Financial, Inc17,128$286K0.01%-2,87213F-HRTimeline
Integrity Advisory Solutions, LLC16,541$276K0.03%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT16,303$272K0.02%-35313F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,916$266K0.14%013F-HRTimeline
Merkkuri Wealth Advisors LLC15,839$265K0.16%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC15,757$263K0.14%-1,44013F-HRTimeline
Beacon Pointe Advisors, LLC15,683$262K<0.01%+2,89013F-HRTimeline
Abel Hall, LLC15,000$250K0.04%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,776$247K0.01%-2,62213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,573$243K<0.01%-30013F-HRTimelineGroup
Strategic Financial Concepts, LLC14,550$243K0.07%-1,40013F-HRTimeline
CWC Advisors, LLC.14,523$243K0.11%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,517$242K0.01%+23113F-HRTimeline
Regal Investment Advisors LLC14,455$241K0.01%+1,12013F-HRTimeline
Triumph Capital Management14,386$240K0.04%+90713F-HRTimeline
Syverson Strege & Co14,363$240K0.05%+48213F-HRTimeline
D.A. DAVIDSON & CO.14,357$240K<0.01%-2,07513F-HRTimeline
Investmark Advisory Group LLC14,160$236K0.09%+10613F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC14,149$236K<0.01%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…14,026$234K0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC13,998$234K<0.01%+2,15713F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,824$233K<0.01%+1,54513F-HRTimeline
BCS Wealth Management13,904$232K0.04%013F-HRTimeline
Vestmark Advisory Solutions, Inc.13,824$231K<0.01%+1,54613F-HRTimeline
Beverly Hills Private Wealth, LLC13,824$231K0.04%-2,22513F-HRTimeline
Patriot Financial Group Insurance Agenc…13,757$230K0.02%-18,79513F-HRTimeline
Silverleafe Capital Partners, LLC13,637$228K0.06%+1,31713F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC13,363$223K<0.01%new13F-HRTimelineGroup
Almanack Investment Partners, LLC.13,355$223K0.03%013F-HRTimeline
WESBANCO BANK INC13,329$223K0.01%+3,30013F-HRTimeline
TopTier Wealth Management, LLC13,021$217K0.13%-4,00013F-HRTimeline
Advisors Asset Management, Inc.12,790$214K<0.01%+12,43913F-HRTimeline
GWN SECURITIES INC.12,634$211K0.04%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp12,459$208K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,417$207K<0.01%-19,11613F-HRTimeline
Kagan Cocozza Asset Management12,376$207K0.13%013F-HRTimeline
Sound Income Strategies, LLC12,327$206K0.01%+4,77613F-HRTimeline
Keystone Wealth Services, LLC12,315$206K0.04%-9,47913F-HRTimeline
Yukon Wealth Management, Inc.12,282$205K0.06%new13F-HRTimeline
Snowden Capital Advisors LLC12,110$205K<0.01%+62313F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,842$198K<0.01%+1,79513F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners11,828$198K0.02%+46613F-HRTimelineGroup
Main Street Financial Solutions, LLC11,753$196K0.01%new13F-HRTimeline
Mezzasalma Advisors, LLC11,742$196K0.04%+28413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC11,721$196K0.06%+43913F-HRTimeline
Fortis Group Advisors, LLC11,445$191K0.03%013F-HRTimeline
Larson Financial Group LLC10,966$183K<0.01%+59313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC10,917$182K0.02%new13F-HRTimelineGroup
Flatrock Wealth Partners LLC10,760$182K0.07%-5,42513F-HRTimeline
LANARK FINANCIAL, INC.10,900$182K0.01%-89913F-HRTimeline
Financial Alternatives, Inc10,437$174K0.09%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.10,435$174K<0.01%013F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,396$174K0.02%013F-HRTimeline
Strategic Blueprint, LLC10,316$172K0.01%new13F-HRTimeline
Oxbow Advisors, LLC10,075$168K0.01%013F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD10,000$167K<0.01%-9,51613F-HRTimelineGroup
Parallel Advisors, LLC7,877$132K<0.01%+7,78313F-HRTimeline
CENTAURUS FINANCIAL, INC.7,589$127K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS7,497$125K0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,366$123K<0.01%new13F-HRTimelineGroup
GILPIN WEALTH MANAGEMENT, LLC7,006$117K0.08%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…6,784$113K0.08%-1,39313F-HRTimeline
WEBSTER BANK, N. A.6,459$108K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.6,294$105K0.01%new13F-HRTimeline
Medallion Wealth Advisors, LLC5,859$97.8K0.03%+22013F-HRTimeline
Advocate Investing Services LLC5,800$96.9K0.07%new13F-HRTimeline
FNY Investment Advisers, LLC5,600$93K0.03%013F-HRTimeline
Golden State Wealth Management, LLC5,506$92K0.01%+1,80813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC5,268$88K<0.01%+4,54313F-HRTimelineGroup
Vision Retirement, LLC5,091$85K0.02%-85913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$83.5K<0.01%013F-HRTimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,627$77.3K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,615$60.4K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP3,453$57.7K<0.01%+9313F-HRTimeline
Bogart Wealth, LLC3,354$56K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.3,125$52.2K0.03%+12313F-HRTimeline
EASTERN BANK3,000$50.1K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.2,982$49.8K<0.01%-1,54913F-HRTimeline
Sankala Group LLC3,234$49K0.03%+12313F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,730$45.6K<0.01%013F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…2,730$45.6K0.01%new13F-HRTimeline
LRI Investments, LLC2,196$36.7K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,158$36K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2,091$34.9K<0.01%+8213F-HRTimeline
Smartleaf Asset Management LLC2,044$34K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$33.4K<0.01%013F-HRTimeline
Heritage Wealth Advisors2,000$33.4K<0.01%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN1,855$31K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,840$30.7K<0.01%013F-HRTimeline
Allied Private Wealth LLC1,773$29.6K0.02%13F-HRTimeline
SHP Wealth Management1,762$29.4K<0.01%+1,11813F-HRTimeline
HHM Wealth Advisors, LLC1,699$28.4K<0.01%-42013F-HRTimeline
Caldwell Trust Co1,626$27.2K<0.01%new13F-HRTimeline
Aspect Partners, LLC1,436$24K0.01%+5713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC1,400$23.4K0.01%+1,10013F-HRTimeline
PFS Partners, LLC1,375$23K0.01%013F-HRTimeline
Blue Trust, Inc.1,320$22K<0.01%+5213F-HRTimeline
Evelyn Partners Group Ltdin group Evelyn Partners Group Ltd1,291$21.6K<0.01%13F-HRTimelineGroup
MPWM ADVISORY SOLUTIONS, LLC1,250$20.9K0.01%new13F-HRTimeline
Coston, McIsaac & Partners1,172$19K<0.01%+413F-HRTimeline
Financial Management Professionals, Inc.1,095$18.5K<0.01%+4113F-HRTimeline
Wilkerson Advisory Group LLC1,034$17.3K0.01%+3813F-HRTimeline
COUNTRY TRUST BANK1,000$16.7K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.1,000$16.7K0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.962$16.1K<0.01%new13F-HRTimeline
North Star Investment Management Corp.900$15K<0.01%013F-HRTimeline
Avion Wealth899$15K<0.01%+61113F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC801$12.9K<0.01%13F-HRTimeline
Walsh & Associates, LLC569$9.5K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.530$8.85K<0.01%013F-HRTimeline
Key Financial Inc500$8.35K<0.01%+46713F-HRTimeline
Whipplewood Advisors, LLC500$8.35K0.01%-15,09013F-HRTimeline
HM PAYSON & CO475$7.93K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC450$7.62K<0.01%+27513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP400$6.63K<0.01%-1,44613F-HRTimelineGroup
Salomon & Ludwin, LLC352$5.88K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…342$5.71K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…300$5.01K<0.01%-2,48613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.275$4.59K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC258$4.31K<0.01%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…253$4.23K<0.01%new13F-HRTimeline
Bangor Savings Bank250$4.17K<0.01%new13F-HRTimeline
SWAN Capital LLC222$3.71K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc200$3K<0.01%013F-HRTimeline
Axiom Investment Management LLC163$2.72K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC94$2K<0.01%+213F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC100$1.67K<0.01%013F-HRTimeline
LGT Financial Advisors LLC94$1.57K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC89$1.51K<0.01%new13F-HRTimeline
Markowski Investments81$1.35K<0.01%13F-HRTimeline
Greykasell Wealth Strategies, Inc.80$1.34K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC70$1.17K<0.01%+313F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$67<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$17<0.01%013F-HRTimelineGroup