PIMCO Dynamic Income Fund (PDI) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 377
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Apollon Wealth Management#201 · 24,707 sh | 24,707 | $412.6K | — | +3.5% |
| 202 | FIRST FOUNDATION ADVISORS#202 · 24,373 sh | 24,373 | $407.0K | 0.01% | +2.1% |
| 203 | Corient Private Wealth#203 · 24,219 sh | 24,219 | $405.7K | <0.01% | -23.9% |
| 204 | NOVEM GROUP#204 · 24,098 sh | 24,098 | $402.4K | — | -5.4% |
| 205 | Concurrent Investment Advisors#205 · 23,477 sh | 23,477 | $392.1K | — | +28.4% |
| 206 | Venture Visionary Partners#206 · 23,440 sh | 23,440 | $391.5K | — | +0.3% |
| 207 | Clear Creek Financial Management#207 · 23,320 sh | 23,320 | $389.4K | 0.03% | +1.4% |
| 208 | Thomasville National Bank#208 · 23,250 sh | 23,250 | $388.3K | 0.02% | — |
| 209 | Future Financial Wealth Managment#209 · 23,995 sh | 23,995 | $385.8K | — | -14.4% |
| 210 | Aviance Capital Partners#210 · 22,958 sh | 22,958 | $383.4K | 0.04% | +0.4% |
| 211 | Attessa Capital#211 · 22,787 sh | 22,787 | $380.5K | — | +111.3% |
| 212 | TWO SIGMA SECURITIES#212 · 22,697 sh | 22,697 | $379.0K | 0.03% | -8.7% |
| 213 | Nicholas Hoffman & Company#213 · 22,572 sh | 22,572 | $377.0K | <0.01% | 0.0% |
| 214 | Koshinski Asset Management#214 · 22,136 sh | 22,136 | $369.7K | 0.02% | -1.8% |
| 215 | Mallini Complete Financial Planning#215 · 22,128 sh | 22,128 | $369.6K | — | +10.8% |
| 216 | GOLDMAN SACHS GROUP#216 · 22,025 sh | 22,025 | $367.8K | 0.00% | -32.7% |
| 217 | Disciplined Investments#217 · 21,037 sh | 21,037 | $351.3K | 0.11% | +2.0% |
| 218 | Allworth Financial#218 · 21,024 sh | 21,024 | $351.1K | <0.01% | +62.5% |
| 219 | LAVELLE CAPITAL#219 · 20,967 sh | 20,967 | $350.2K | 0.15% | 0.0% |
| 220 | Sage Capital Advisors#220 · 20,956 sh | 20,956 | $350.0K | — | -6.3% |
| 221 | Global Retirement Partners#221 · 20,413 sh | 20,413 | $340.9K | <0.01% | — |
| 222 | AQR CAPITAL MANAGEMENT#222 · 20,096 sh | 20,096 | $335.6K | <0.01% | +10.9% |
| 223 | SFMG#223 · 20,000 sh | 20,000 | $334.0K | 0.02% | 0.0% |
| 224 | Savvy Advisors#224 · 19,820 sh | 19,820 | $331.0K | <0.01% | +4.2% |
| 225 | Quantinno Capital Management#225 · 19,754 sh | 19,754 | $329.9K | <0.01% | New |
| 226 | Avidian Wealth Solutions#226 · 19,194 sh | 19,194 | $320.5K | — | -1.8% |
| 227 | Mutual Advisors#227 · 19,000 sh | 19,000 | $317.3K | <0.01% | New |
| 228 | VestGen Advisors#228 · 18,827 sh | 18,827 | $314.4K | <0.01% | 0.0% |
| 229 | Geneos Wealth Management#229 · 18,736 sh | 18,736 | $312.9K | <0.01% | +14.0% |
| 230 | READYSTATE ASSET MANAGEMENT#230 · 18,730 sh | 18,730 | $312.8K | <0.01% | New |
| 231 | MWA Asset Management#231 · 18,625 sh | 18,625 | $311.0K | 0.14% | +2.2% |
| 232 | GHE#232 · 18,550 sh | 18,550 | $309.8K | 0.12% | +711.8% |
| 233 | Mathes Company#233 · 18,474 sh | 18,474 | $309.0K | 0.10% | 0.0% |
| 234 | STEPHENS#234 · 18,407 sh | 18,407 | $307.4K | <0.01% | +0.6% |
| 235 | WealthTrust Axiom#235 · 18,283 sh | 18,283 | $305.3K | 0.07% | 0.0% |
| 236 | Arkadios Wealth Advisors#236 · 18,253 sh | 18,253 | $304.8K | <0.01% | -95.2% |
| 237 | NORTHWEST WEALTH MANAGEMENT#237 · 18,125 sh | 18,125 | $302.7K | 0.04% | -2.2% |
| 238 | Lifestyle Asset Management#238 · 17,892 sh | 17,892 | $298.8K | — | +78.8% |
| 239 | Waverly Advisors#239 · 17,506 sh | 17,506 | $292.4K | <0.01% | New |
| 240 | United Advisor Group#240 · 17,399 sh | 17,399 | $290.6K | 0.03% | +1.1% |
| 241 | TPG Advisors#241 · 17,365 sh | 17,365 | $290.0K | — | +0.7% |
| 242 | AdvisorNet Financial#242 · 17,128 sh | 17,128 | $286.0K | — | -14.4% |
| 243 | Integrity Advisory Solutions#243 · 16,541 sh | 16,541 | $276.2K | 0.03% | New |
| 244 | HOLLENCREST SECURITIES#244 · 16,303 sh | 16,303 | $272.3K | 0.02% | -2.1% |
| 245 | KESTRA PRIVATE WEALTH SERVICES#245 · 16,210 sh | 16,210 | $270.7K | <0.01% | -14.4% |
| 246 | MELFA WEALTH MANAGEMENT#246 · 15,916 sh | 15,916 | $265.8K | 0.14% | 0.0% |
| 247 | Merkkuri Wealth Advisors#247 · 15,839 sh | 15,839 | $264.5K | 0.16% | 0.0% |
| 248 | CERTIOR FINANCIAL GROUP#248 · 15,757 sh | 15,757 | $263.1K | — | -8.4% |
| 249 | Beacon Pointe Advisors#249 · 15,683 sh | 15,683 | $261.9K | <0.01% | +22.6% |
| 250 | Abel Hall#250 · 15,000 sh | 15,000 | $250.5K | — | 0.0% |
| 251 | Spire Wealth Management#251 · 14,776 sh | 14,776 | $246.8K | <0.01% | -15.1% |
| 252 | UNITED CAPITAL FINANCIAL ADVISORS#252 · 14,573 sh | 14,573 | $243.4K | <0.01% | -2.0% |
| 253 | Strategic Financial Concepts#253 · 14,550 sh | 14,550 | $243.0K | 0.07% | -8.8% |
| 254 | CWC Advisors#254 · 14,523 sh | 14,523 | $242.5K | — | 0.0% |
| 255 | KINGSWOOD WEALTH ADVISORS#255 · 14,517 sh | 14,517 | $242.4K | — | +1.6% |
| 256 | Regal Investment Advisors#256 · 14,455 sh | 14,455 | $241.4K | 0.01% | +8.4% |
| 257 | Triumph Capital Management#257 · 14,386 sh | 14,386 | $240.2K | — | +6.7% |
| 258 | Syverson Strege#258 · 14,363 sh | 14,363 | $239.9K | 0.05% | +3.5% |
| 259 | D.A. DAVIDSON#259 · 14,357 sh | 14,357 | $239.8K | <0.01% | -12.6% |
| 260 | Investmark Advisory Group#260 · 14,160 sh | 14,160 | $236.5K | 0.09% | +0.8% |
| 261 | BOOTHBAY FUND MANAGEMENT#261 · 14,149 sh | 14,149 | $236.3K | <0.01% | New |
| 262 | LEVEL FOUR ADVISORY SERVICES#262 · 14,026 sh | 14,026 | $234.2K | <0.01% | New |
| 263 | EP Wealth Advisors#263 · 13,998 sh | 13,998 | $233.8K | <0.01% | +18.2% |
| 264 | Mount Yale Investment Advisors#264 · 13,824 sh | 13,824 | $233.4K | <0.01% | +12.6% |
| 265 | BCS Wealth Management#265 · 13,904 sh | 13,904 | $232.2K | 0.04% | 0.0% |
| 266 | Vestmark Advisory Solutions#266 · 13,824 sh | 13,824 | $230.9K | <0.01% | +12.6% |
| 267 | Beverly Hills Private Wealth#267 · 13,824 sh | 13,824 | $230.9K | 0.04% | -13.9% |
| 268 | Patriot Financial Group Insurance Agency#268 · 13,757 sh | 13,757 | $229.7K | — | -57.7% |
| 269 | Silverleafe Capital Partners#269 · 13,637 sh | 13,637 | $227.7K | — | +10.7% |
| 270 | Gradient Investments#270 · 13,363 sh | 13,363 | $223.2K | — | New |
| 271 | Almanack Investment Partners#271 · 13,355 sh | 13,355 | $223.0K | 0.03% | 0.0% |
| 272 | WESBANCO BANK#272 · 13,329 sh | 13,329 | $222.6K | <0.01% | +32.9% |
| 273 | TopTier Wealth Management#273 · 13,021 sh | 13,021 | $217.5K | — | -23.5% |
| 274 | Advisors Asset Management#274 · 12,790 sh | 12,790 | $213.6K | <0.01% | +3543.9% |
| 275 | GWN SECURITIES#275 · 12,634 sh | 12,634 | $211.0K | 0.04% | 0.0% |
| 276 | M&T BANK#276 · 12,459 sh | 12,459 | $208.1K | <0.01% | New |
| 277 | Steward Partners Investment Advisory#277 · 12,417 sh | 12,417 | $207.4K | <0.01% | -60.6% |
| 278 | Kagan Cocozza Asset Management#278 · 12,376 sh | 12,376 | $206.7K | — | 0.0% |
| 279 | Sound Income Strategies#279 · 12,327 sh | 12,327 | $205.9K | — | +63.2% |
| 280 | Keystone Wealth Services#280 · 12,315 sh | 12,315 | $205.7K | 0.04% | -43.5% |
| 281 | Yukon Wealth Management#281 · 12,282 sh | 12,282 | $205.1K | 0.06% | New |
| 282 | Snowden Capital Advisors#282 · 12,110 sh | 12,110 | $204.9K | <0.01% | +5.4% |
| 283 | WELLINGTON-ALTUS USA#283 · 11,800 sh | 11,800 | $201.9K | 0.14% | 0.0% |
| 284 | Ameritas Advisory Services#284 · 11,842 sh | 11,842 | $197.8K | <0.01% | +17.9% |
| 285 | Concord Wealth Partners#285 · 11,828 sh | 11,828 | $197.5K | 0.02% | +4.1% |
| 286 | Main Street Financial Solutions#286 · 11,753 sh | 11,753 | $196.3K | 0.01% | New |
| 287 | Mezzasalma Advisors#287 · 11,742 sh | 11,742 | $196.1K | — | +2.5% |
| 288 | FIRETHORN WEALTH PARTNERS#288 · 11,721 sh | 11,721 | $195.7K | — | +3.9% |
| 289 | Fortis Group Advisors#289 · 11,445 sh | 11,445 | $191.1K | 0.03% | 0.0% |
| 290 | Larson Financial Group#290 · 10,966 sh | 10,966 | $183.1K | <0.01% | +5.7% |
| 291 | Synergy Financial Management#291 · 10,917 sh | 10,917 | $182.3K | 0.02% | New |
| 292 | Flatrock Wealth Partners#292 · 10,760 sh | 10,760 | $182.1K | 0.07% | -33.5% |
| 293 | NBC SECURITIES#293 · 10,900 sh | 10,900 | $182.0K | — | -7.6% |
| 294 | Financial Alternatives#294 · 10,437 sh | 10,437 | $174.3K | 0.09% | 0.0% |
| 295 | BlackRock#295 · 10,435 sh | 10,435 | $174.3K | 0.00% | 0.0% |
| 296 | SeaCrest Wealth Management#296 · 10,396 sh | 10,396 | $173.6K | — | 0.0% |
| 297 | Strategic Blueprint#297 · 10,316 sh | 10,316 | $172.3K | — | New |
| 298 | Oxbow Advisors#298 · 10,075 sh | 10,075 | $168.3K | 0.01% | 0.0% |
| 299 | NOMURA#299 · 10,000 sh | 10,000 | $167.0K | <0.01% | -48.8% |
| 300 | Parallel Advisors#300 · 7,877 sh | 7,877 | $131.5K | <0.01% | +8279.8% |
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.