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Disclosery

PDI PIMCO DYNAMIC INCOME FD

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SHS (fund), issuer CIK 1510599

370 managers (373 13F filers) reported a position in PDI shares at 2026-03-31, 65,470,314 shares in all. 47 filers opened a position and 32 filers sold out during the quarter.

Managers
370
13F filers
373
New
47
Added
180
Reduced
81
Sold out
32
Shares held by filers
65,470,314

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

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
FLATTUM DAVID Cdirector2026-10-06+17,448.13 P$14.3Form 4

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Koshinski Asset Management, Inc.22,545$386K0.02%-59013F-HRTimeline
Sage Capital Advisors,llc22,369$383K0.09%+2,17813F-HRTimeline
Heirloom Wealth Management22,013$377K0.07%new13F-HRTimeline
Kingstone Capital Partners Texas, LLC21,818$373K0.23%new13F-HRTimeline
Keystone Wealth Services, LLC21,794$373K0.08%new13F-HRTimeline
Herold Advisors, Inc.21,724$372K0.08%+5,09913F-HRTimeline
LAVELLE CAPITAL LP20,967$359K0.22%+50213F-HRTimeline
Disciplined Investments, LLC20,624$353K0.13%+38013F-HRTimeline
BENNETT SELBY INVESTMENTS LP20,250$346K0.12%-9,05513F-HRTimeline
GenWealth Group, Inc.20,056$343K0.06%new13F-HRTimeline
AdvisorNet Financial, Inc20,000$342K0.02%new13F-HRTimeline
SFMG, LLC20,000$342K0.02%new13F-HRTimeline
Mallini Complete Financial Planning LLC19,976$342K0.27%+64913F-HRTimeline
Traynor Capital Management, Inc.20,408$339K0.02%+2,06813F-HRTimeline
Avidian Wealth Enterprises, LLC19,541$334K0.01%+29413F-HRTimeline
NOMURA HOLDINGS INCin group NOMURA ASSET MANAGEMENT CO LTD19,516$334K<0.01%+1,42513F-HRTimelineGroup
Savvy Advisors, Inc.19,020$325K0.01%-13013F-HRTimeline
VestGen Advisors, LLC18,827$324K0.01%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC18,535$317K0.05%013F-HRTimeline
GHE, LLC18,500$317K0.13%+1,30013F-HR/ATimeline
Mathes Company, Inc.18,474$316K0.12%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,300$313K<0.01%+19813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,283$313K<0.01%+56713F-HRTimelineGroup
WealthTrust Axiom LLC18,283$313K0.08%-1,40013F-HRTimeline
MWA Asset Management18,225$312K0.17%+5013F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC18,125$310K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management17,398$298K0.01%+3,09913F-HRTimelineGroup
TPG Advisors LLC17,251$295K0.18%+5,86613F-HRTimeline
United Advisor Group, LLC17,218$295K0.04%+1,26413F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC17,197$294K0.19%-27613F-HRTimeline
Foundations Investment Advisors, LLC17,156$294K<0.01%new13F-HRTimeline
TopTier Wealth Management, LLC17,021$291K0.18%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT16,656$285K0.01%-45513F-HRTimeline
AtlasMark Financial, Inc15,886$281K0.18%013F-HRTimeline
Geneos Wealth Management Inc.16,436$281K0.01%+4,60013F-HRTimeline
D.A. DAVIDSON & CO.16,432$281K<0.01%-23413F-HRTimeline
Flatrock Wealth Partners LLC16,185$280K0.13%-11313F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC16,078$275K<0.01%+8713F-HRTimelineGroup
Beverly Hills Private Wealth, LLC16,049$275K0.05%-60013F-HRTimeline
Strategic Financial Concepts, LLC15,950$273K0.07%new13F-HRTimeline
MELFA WEALTH MANAGEMENT, INC.15,916$272K0.16%013F-HRTimeline
Merkkuri Wealth Advisors LLC15,839$271K0.18%013F-HRTimeline
Whipplewood Advisors, LLC15,590$267K0.14%+29913F-HRTimeline
Abel Hall, LLC15,000$257K0.05%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…14,873$254K<0.01%-74313F-HRTimelineGroup
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.14,742$252K<0.01%13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\14,533$249K<0.01%+1,35213F-HRTimelineGroup
CWC Advisors, LLC.14,523$248K0.12%+3,68513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC14,286$244K0.01%013F-HRTimeline
Investmark Advisory Group LLC14,054$240K0.1%+9513F-HRTimeline
BCS Wealth Management13,904$238K0.05%-13,90413F-HRTimeline
Syverson Strege & Co13,881$238K0.06%+44413F-HRTimeline
Triumph Capital Management13,479$233K0.05%-42,36013F-HRTimeline
Almanack Investment Partners, LLC.13,355$229K0.04%013F-HRTimeline
Regal Investment Advisors LLC13,335$228K0.01%new13F-HRTimeline
Allworth Financial LP12,940$221K<0.01%+1,84213F-HRTimeline
Beacon Pointe Advisors, LLC12,793$219K<0.01%+2,42513F-HRTimeline
J.W. COLE ADVISORS, INC.12,768$218K0.01%-1,613,51513F-HRTimeline
GWN SECURITIES INC.12,634$216K0.04%013F-HRTimeline
SMART Wealth LLC12,546$215K0.06%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,279$213K0.01%+1813F-HRTimeline
Kagan Cocozza Asset Management12,376$212K0.15%new13F-HRTimeline
Silverleafe Capital Partners, LLC12,320$211K0.06%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.12,278$210K<0.01%+1713F-HRTimeline
SUMMITRY LLC12,000$205K0.01%013F-HR/ATimeline
EP Wealth Advisors, LLC11,841$203K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.11,799$202K0.02%+1,62713F-HRTimeline
ADAPT WEALTH ADVISORS, LLC11,769$201K0.07%+93913F-HRTimeline
Fortis Group Advisors, LLC11,445$200K0.03%+2613F-HRTimeline
Snowden Capital Advisors LLC11,487$199K0.01%-67513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…11,611$199K0.05%+8,57713F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.11,800$197K0.12%013F-HRTimeline
Mezzasalma Advisors, LLC11,458$196K0.05%-1,33113F-HRTimeline
Convergence Financial, LLC11,405$195K0.02%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners11,362$194K0.03%+42613F-HRTimelineGroup
FIRETHORN WEALTH PARTNERS, LLC11,282$193K0.07%+40313F-HRTimeline
Capital Investment Advisors, LLC11,078$190K<0.01%-29313F-HR/ATimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,710$186K0.01%new13F-HRTimeline
Attessa Capital LLC10,782$184K0.1%new13F-HRTimeline
Fiscal Wisdom Wealth Management, LLC10,486$179K0.17%new13F-HRTimeline
Financial Alternatives, Inc10,437$179K0.1%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.10,435$179K<0.01%-3,00013F-HRTimelineGroup
SeaCrest Wealth Management, LLC10,396$178K0.02%013F-HRTimeline
Larson Financial Group LLC10,373$177K0.01%+3,27613F-HRTimeline
Perennial Investment Advisors, LLC10,236$175K0.01%new13F-HRTimeline
Oxbow Advisors, LLC10,075$172K0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,047$172K0.01%013F-HRTimelineGroup
Logan Stone Capital, LLC10,034$172K0.05%-1,210,56813F-HRTimeline
WESBANCO BANK INC10,029$172K<0.01%013F-HRTimeline
Lifestyle Asset Management, Inc.10,006$171K0.06%-2,10213F-HRTimeline
Consilium Wealth Advisory, LLC10,000$171K0.06%013F-HRTimeline
Leo Wealth, LLC10,000$171K0.01%new13F-HRTimeline
Gunpowder Capital Management, LLC dba O…8,177$140K0.11%013F-HRTimeline
Sound Income Strategies, LLC7,551$131K0.01%+12113F-HRTimeline
CENTAURUS FINANCIAL, INC.7,589$130K0.01%-6813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC7,006$120K0.09%+2,18313F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…6,996$120K0.01%new13F-HRTimelineGroup
WEBSTER BANK, N. A.6,459$111K0.01%+5,00013F-HRTimeline
Vision Retirement, LLC5,950$102K0.03%-22713F-HRTimeline
Medallion Wealth Advisors, LLC5,639$96.5K0.03%+20113F-HRTimeline
Global Wealth Strategies & Associates5,629$96.3K0.02%013F-HRTimeline
FNY Investment Advisers, LLC5,600$95K0.04%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…5,000$85.5K<0.01%013F-HR/ATimelineGroup
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp4,627$79.2K<0.01%013F-HRTimelineGroup
GHP Investment Advisors, Inc.4,531$77.5K<0.01%new13F-HRTimeline
Arax Advisory Partners4,478$76.6K<0.01%-23,54613F-HRTimeline
WFA of San Diego, LLC3,951$67.6K0.05%+5013F-HRTimeline
Golden State Wealth Management, LLC3,698$63.3K0.01%-2,56613F-HRTimeline
IFG Advisory, LLC3,677$62.9K0.18%-121,83913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC3,615$61.9K<0.01%013F-HRTimelineGroup
FIRST HORIZON CORP3,360$57.5K<0.01%new13F-HRTimeline
Bogart Wealth, LLC3,354$57.4K<0.01%013F-HRTimeline
Hamrick Investment Counsel, llc3,038$52.6K0.03%new13F-HRTimeline
Sankala Group LLC3,111$51.8K0.04%+3713F-HRTimeline
Nova Wealth Management, Inc.3,002$51.4K0.03%+11313F-HRTimeline
EASTERN BANK3,000$51.3K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…2,786$47.7K<0.01%-4,10913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,730$46.7K<0.01%013F-HRTimelineGroup
Osbon Capital Management LLC2,531$43.3K0.04%new13F-HRTimeline
Advisory Services Network, LLC2,440$41.7K<0.01%-8,93713F-HRTimeline
LRI Investments, LLC2,196$37.6K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC2,158$36.9K0.01%013F-HRTimeline
HHM Wealth Advisors, LLC2,119$36.3K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…2,009$34.4K0.01%+13413F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,000$34.2K<0.01%013F-HRTimeline
Heritage Wealth Advisors2,000$34.2K<0.01%013F-HRTimeline
Western Pacific Wealth Management, LP2,000$34.2K0.03%013F-HRTimeline
Intentional Wealth Strategies, LLC1,998$34.2K0.03%13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,000$34K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Smartleaf Asset Management LLC2,044$33.9K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC1,840$31.5K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,846$30.5K<0.01%+1,84613F-HRTimelineGroup
Sunbelt Securities, Inc.1,600$27.4K<0.01%-5,16213F-HRTimeline
Aspect Partners, LLC1,379$23.6K0.01%+5113F-HRTimeline
PFS Partners, LLC1,375$23.5K0.01%new13F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd1,291$22.1K0.01%013F-HRTimelineGroup
Blue Trust, Inc.1,268$21.7K<0.01%-56413F-HRTimeline
Coston, McIsaac & Partners1,168$19K<0.01%-57013F-HRTimeline
Financial Management Professionals, Inc.1,054$18.3K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK1,000$17.1K<0.01%013F-HRTimeline
Wilkerson Advisory Group LLC996$17K0.01%+3513F-HRTimeline
North Star Investment Management Corp.900$15.4K<0.01%013F-HRTimeline
Root Financial Partners, LLC800$13.7K<0.01%-31013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC725$12.4K<0.01%new13F-HRTimelineGroup
SHP Wealth Management644$11K<0.01%-2,97513F-HRTimeline
Walsh & Associates, LLC569$9.74K0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.530$9.07K<0.01%013F-HRTimeline
Beaird Harris Wealth Management, LLC362$6.19K<0.01%new13F-HRTimeline
Salomon & Ludwin, LLC352$6.13K<0.01%013F-HRTimeline
Advisors Asset Management, Inc.351$6.01K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC300$5.26K<0.01%013F-HRTimeline
POM Investment Strategies, LLC279$4.77K0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.275$4.71K<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC258$4.41K<0.01%013F-HRTimeline
Avion Wealth288$4K<0.01%+1113F-HRTimeline
SWAN Capital LLC222$3.8K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc200$3K<0.01%-2513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC175$3K<0.01%new13F-HR/ATimeline
Axiom Investment Management LLC163$2.79K<0.01%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC92$2K<0.01%new13F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC100$1.71K<0.01%013F-HRTimeline
LGT Financial Advisors LLC94$1.61K0.01%new13F-HRTimeline
Parallel Advisors, LLC94$1.61K<0.01%013F-HR/ATimeline
SIGNATUREFD, LLC85$1.45K<0.01%new13F-HRTimeline
Greykasell Wealth Strategies, Inc.80$1.37K<0.01%013F-HRTimeline
Holos Integrated Wealth LLC67$1.16K<0.01%+213F-HRTimeline
Reyes Financial Architecture, Inc.40$688<0.01%new13F-HRTimeline
Key Financial Inc33$565<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB4$68<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1$17<0.01%013F-HRTimelineGroup

Events

  • FLATTUM DAVID C bought 17,448.13 PDI shares on 2026-10-06, Form 4 filed 2026-10-08. 0001201917-26-000004

    Accepted , ingested