PIMCO Dynamic Income Fund (PDI) — Institutional Holders, Q2 2026 (page 2)
377 institutional investment managers reported a PDI position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PDI 13F holders ranked 101–200 of 377
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Parisi Gray Wealth Management#101 · 76,006 sh | 76,006 | $1.3M | — | +1.4% |
| 102 | WEDBUSH SECURITIES#102 · 75,428 sh | 75,428 | $1.3M | — | +3.1% |
| 103 | Williams Jones Wealth Management#103 · 74,532 sh | 74,532 | $1.2M | 0.01% | -14.7% |
| 104 | Ausdal Financial Partners#104 · 74,004 sh | 74,004 | $1.2M | 0.05% | +72.2% |
| 105 | Baird Financial Group#105 · 72,852 sh | 72,852 | $1.2M | <0.01% | +3.1% |
| 106 | White Knight Strategic Wealth Advisors#106 · 72,817 sh | 72,817 | $1.2M | 0.85% | +27.8% |
| 107 | CIBC WORLD MARKET#107 · 72,282 sh | 72,282 | $1.2M | <0.01% | -2.7% |
| 108 | AtlasMark Financial#108 · 72,139 sh | 72,139 | $1.2M | — | +354.1% |
| 109 | Americana Partners#109 · 71,975 sh | 71,975 | $1.2M | 0.03% | 0.0% |
| 110 | SEAVIEW INVESTMENT MANAGERS#110 · 69,738 sh | 69,738 | $1.2M | 0.35% | +48.2% |
| 111 | HF Advisory Group#111 · 69,328 sh | 69,328 | $1.2M | — | +12.9% |
| 112 | PRIVATE NA#112 · 68,536 sh | 68,536 | $1.1M | — | -2.5% |
| 113 | SCOTIA CAPITAL#113 · 68,176 sh | 68,176 | $1.1M | <0.01% | -2.5% |
| 114 | Duncan Williams Asset Management#114 · 68,006 sh | 68,006 | $1.1M | 0.26% | +17.0% |
| 115 | Navis Wealth Advisors#115 · 66,991 sh | 66,991 | $1.1M | 0.42% | -40.3% |
| 116 | CAPTRUST FINANCIAL ADVISORS#116 · 66,224 sh | 66,224 | $1.1M | <0.01% | -15.2% |
| 117 | TRUIST FINANCIAL#117 · 66,067 sh | 66,067 | $1.1M | <0.01% | +36.0% |
| 118 | IHT Wealth Management#118 · 65,877 sh | 65,877 | $1.1M | 0.02% | +6.3% |
| 119 | FIFTH THIRD BANCORP#119 · 64,912 sh | 64,912 | $1.1M | <0.01% | +7.8% |
| 120 | Significant Wealth Partners#120 · 61,593 sh | 61,593 | $1.0M | 1.11% | +1.9% |
| 121 | Stratos Wealth Partners, LTD.#121 · 60,886 sh | 60,886 | $1.0M | 0.01% | -13.8% |
| 122 | MERCER GLOBAL ADVISORS#122 · 60,320 sh | 60,320 | $1.0M | <0.01% | -30.7% |
| 123 | Benchmark Financial#123 · 59,542 sh | 59,542 | $994.4K | — | 0.0% |
| 124 | BROWN ADVISORY#124 · 57,558 sh | 57,558 | $961.2K | <0.01% | 0.0% |
| 125 | OPPENHEIMER#125 · 57,439 sh | 57,439 | $959.2K | — | -20.5% |
| 126 | Rayburn West Financial Services#126 · 56,923 sh | 56,923 | $950.6K | 0.52% | +3.8% |
| 127 | Merit Financial Group#127 · 53,303 sh | 53,303 | $890.2K | <0.01% | -8.7% |
| 128 | HARBOR INVESTMENT ADVISORY#128 · 53,142 sh | 53,142 | $887.5K | — | 0.0% |
| 129 | Connecticut Wealth Management#129 · 52,792 sh | 52,792 | $881.6K | — | New |
| 130 | Outlook Wealth Advisors#130 · 52,723 sh | 52,723 | $880.5K | 0.19% | 0.0% |
| 131 | HORIZON KINETICS ASSET MANAGEMENT#131 · 51,039 sh | 51,039 | $852.4K | <0.01% | -0.9% |
| 132 | Fiduciary Alliance#132 · 50,324 sh | 50,324 | $840.4K | — | +7.1% |
| 133 | Traynor Capital Management#133 · 50,093 sh | 50,093 | $836.5K | 0.04% | +145.5% |
| 134 | CoreCap Advisors#134 · 50,008 sh | 50,008 | $835.1K | — | -2.6% |
| 135 | Prospera Financial Services#135 · 49,878 sh | 49,878 | $833.0K | 0.01% | -5.9% |
| 136 | First Heartland Consultants#136 · 48,956 sh | 48,956 | $817.6K | — | +10.9% |
| 137 | WORLD EQUITY GROUP#137 · 48,879 sh | 48,879 | $816.3K | — | +27.8% |
| 138 | Verity Asset Management#138 · 48,739 sh | 48,739 | $813.9K | 0.31% | +6.8% |
| 139 | Pasadena Private Wealth#139 · 48,212 sh | 48,212 | $805.1K | 0.10% | New |
| 140 | Foundations Investment Advisors#140 · 48,192 sh | 48,192 | $804.8K | <0.01% | +180.9% |
| 141 | Creative Planning#141 · 47,889 sh | 47,889 | $799.7K | <0.01% | +101.5% |
| 142 | Resurgent Financial Advisors#142 · 47,746 sh | 47,746 | $797.4K | 0.22% | +7.5% |
| 143 | Goldstone Financial Group#143 · 47,175 sh | 47,175 | $787.8K | 0.07% | -2.0% |
| 144 | IEQ CAPITAL#144 · 46,840 sh | 46,840 | $782.2K | <0.01% | -35.7% |
| 145 | Mach-1 Financial Group#145 · 46,520 sh | 46,520 | $776.9K | 0.30% | -4.3% |
| 146 | Maridea Wealth Management#146 · 45,854 sh | 45,854 | $765.8K | 0.08% | +80.5% |
| 147 | Garden State Investment Advisory Services#147 · 45,841 sh | 45,841 | $765.5K | 0.14% | 0.0% |
| 148 | SIGNATURE ESTATE & INVESTMENT ADVISORS#148 · 45,582 sh | 45,582 | $761.2K | — | +0.2% |
| 149 | Accredited Investors#149 · 45,532 sh | 45,532 | $760.4K | 0.03% | +2.1% |
| 150 | Advisory Solutions Group#150 · 45,459 sh | 45,459 | $759.2K | — | — |
| 151 | First Growth Capital#151 · 45,184 sh | 45,184 | $754.6K | — | +21.0% |
| 152 | Integrated Wealth Concepts#152 · 43,514 sh | 43,514 | $726.7K | <0.01% | +12.6% |
| 153 | Sovran Advisors#153 · 44,226 sh | 44,226 | $710.7K | 0.05% | -2.5% |
| 154 | Diversify Advisory Services#154 · 44,312 sh | 44,312 | $703.7K | — | New |
| 155 | DIVERSIFY WEALTH MANAGEMENT#155 · 44,312 sh | 44,312 | $703.7K | — | -38.5% |
| 156 | BENJAMIN EDWARDS#156 · 41,410 sh | 41,410 | $691.5K | <0.01% | +157.6% |
| 157 | Creekside Partners#157 · 40,402 sh | 40,402 | $674.7K | 0.24% | +53.3% |
| 158 | Beacon Financial Advisory#158 · 40,298 sh | 40,298 | $673.0K | — | +0.7% |
| 159 | Key Client Fiduciary Advisors#159 · 38,936 sh | 38,936 | $650.2K | — | -4.2% |
| 160 | Kaizen Financial Strategies#160 · 38,225 sh | 38,225 | $639.1K | — | +3.2% |
| 161 | NewEdge Wealth#161 · 38,205 sh | 38,205 | $638.0K | <0.01% | +1.7% |
| 162 | Brookstone Capital Management#162 · 37,781 sh | 37,781 | $630.9K | — | +11.8% |
| 163 | IFP Advisors#163 · 37,633 sh | 37,633 | $628.5K | — | +8.2% |
| 164 | E&G Advisors#164 · 35,389 sh | 35,389 | $591.0K | — | -0.7% |
| 165 | LaSalle St. Investment Advisors#165 · 35,256 sh | 35,256 | $588.8K | 0.07% | -1.8% |
| 166 | Boreal Capital Management#166 · 0 sh | 0 | $588.6K | 0.44% | -100.0% |
| 167 | SUMMITRY#167 · 35,000 sh | 35,000 | $584.5K | 0.02% | +191.7% |
| 168 | AMERIFLEX GROUP#168 · 33,712 sh | 33,712 | $563.0K | 0.23% | 0.0% |
| 169 | Pathstone#169 · 33,588 sh | 33,588 | $560.9K | <0.01% | 0.0% |
| 170 | Lewis Asset Management#170 · 33,369 sh | 33,369 | $557.3K | — | -31.6% |
| 171 | Ramiah Investment Group#171 · 33,320 sh | 33,320 | $556.4K | — | +7.4% |
| 172 | Capital Investment Advisors#172 · 33,109 sh | 33,109 | $552.9K | — | +198.9% |
| 173 | Compound Planning#173 · 33,010 sh | 33,010 | $551.3K | 0.01% | +0.3% |
| 174 | Samalin Investment Counsel#174 · 32,920 sh | 32,920 | $549.8K | — | -24.9% |
| 175 | Focus Partners Advisor Solutions#175 · 32,626 sh | 32,626 | $544.9K | <0.01% | +13.7% |
| 176 | HARBOUR INVESTMENTS#176 · 32,080 sh | 32,080 | $535.7K | <0.01% | +9.3% |
| 177 | CHOREO#177 · 31,746 sh | 31,746 | $532.6K | <0.01% | New |
| 178 | CURA WEALTH ADVISORS#178 · 31,559 sh | 31,559 | $527.0K | 0.23% | +0.9% |
| 179 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#179 · 31,470 sh | 31,470 | $526.2K | 0.03% | +24.4% |
| 180 | Certified Advisory#180 · 31,029 sh | 31,029 | $518.2K | 0.04% | +1.1% |
| 181 | StoneX Group#181 · 29,830 sh | 29,830 | $504.4K | 0.02% | -17.7% |
| 182 | Valeo Financial Advisors#182 · 30,045 sh | 30,045 | $501.7K | — | +0.5% |
| 183 | Essential Investment Partners#183 · 29,831 sh | 29,831 | $498.2K | 0.40% | -0.6% |
| 184 | NATIONAL BANK OF CANADA#184 · 29,008 sh | 29,008 | $484.1K | <0.01% | -2.0% |
| 185 | US BANCORP \DE\#185 · 28,783 sh | 28,783 | $480.7K | <0.01% | +98.1% |
| 186 | Focus Partners Wealth#186 · 28,252 sh | 28,252 | $472.2K | <0.01% | -19.3% |
| 187 | Cornerstone Wealth Management#187 · 27,436 sh | 27,436 | $458.2K | 0.02% | -3.3% |
| 188 | GenWealth Group#188 · 27,137 sh | 27,137 | $453.2K | — | +35.3% |
| 189 | WCG Wealth Advisors#189 · 27,039 sh | 27,039 | $451.5K | 0.01% | 0.0% |
| 190 | Capital CS Group#190 · 26,970 sh | 26,970 | $450.4K | 0.36% | +2.7% |
| 191 | PRAIRIE ADVISORY#191 · 26,862 sh | 26,862 | $448.6K | — | — |
| 192 | ALEXANDER LABRUNERIE#192 · 26,461 sh | 26,461 | $441.9K | 0.15% | -79.6% |
| 193 | Summit Financial Wealth Advisors#193 · 26,119 sh | 26,119 | $436.2K | — | -8.3% |
| 194 | Herold Advisors#194 · 25,948 sh | 25,948 | $434.0K | — | +19.4% |
| 195 | HBW Advisory Services#195 · 25,787 sh | 25,787 | $430.6K | — | -0.1% |
| 196 | Chicago Partners Investment Group#196 · 26,764 sh | 26,764 | $430.4K | — | -1.7% |
| 197 | CIBC Bancorp USA#197 · 25,274 sh | 25,274 | $422.1K | <0.01% | +71.4% |
| 198 | Oxinas Partners Wealth Management#198 · 25,137 sh | 25,137 | $419.8K | 0.17% | +4.4% |
| 199 | Sigma Planning#199 · 25,094 sh | 25,094 | $419.5K | — | +0.2% |
| 200 | Gateway Wealth Partners#200 · 24,792 sh | 24,792 | $414.0K | 0.02% | -41.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.