NEW YORK, NY
PIMCO DYNAMIC INCOME FUNDPDI— Latest position per institution from SEC 13F filings
15
Institutional holders
46.96M
Total shares held
690.99M
Estimated value
2.35M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
12.90M
Value
220.78M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
5.29M
Value
90.49M
Filed
Mar 31, 2026
GRIDIRON PARTNERS, LLC
CIK 1910867
Shares
3.38M
Value
185.35K
Filed
Sep 30, 2025
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
3.04M
Value
51.98M
Filed
Mar 31, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
2.82M
Value
49.97M
Filed
Dec 31, 2025
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
1.71M
Value
29.22M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
1.65M
Value
28.16M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.59M
Value
27.26M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
1.58M
Value
27.03M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
1.54M
Value
26.31M
Filed
Mar 31, 2026
PFG INVESTMENTS, LLC
CIK 1973224
Shares
1.53M
Value
26.10M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.45M
Value
24.89M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
1.43M
Value
24.41K
Filed
Mar 31, 2026
ESTATE PLANNERS GROUP, LLC
CIK 2118977
Shares
1.31M
Value
22.40M
Filed
Mar 31, 2026
TD WATERHOUSE CANADA INC.
CIK 1999606
Shares
1.30M
Value
22.66M
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
1.18M
Value
20.17K
Filed
Mar 31, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
876.12K
Value
14.99M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
859.75K
Value
16.17K
Filed
Jun 30, 2024
CERITY PARTNERS LLC
CIK 1566475
Shares
790.07K
Value
13.52M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
739.09K
Value
14.98M
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 12.90M | 220.78M | Mar 31, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 5.29M | 90.49M | Mar 31, 2026 |
| 3 | GRIDIRON PARTNERS, LLC | 1910867 | 3.38M | 185.35K | Sep 30, 2025 |
| 4 | BANK OF AMERICA CORP /DE/ | 70858 | 3.04M | 51.98M | Mar 31, 2026 |
| 5 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 2.82M | 49.97M | Dec 31, 2025 |
| 6 | CETERA INVESTMENT ADVISERS | 1666741 | 1.71M | 29.22M | Mar 31, 2026 |
| 7 | UBS GROUP AG | 1610520 | 1.65M | 28.16M | Mar 31, 2026 |
| 8 | WELLS FARGO & COMPANY/MN | 72971 | 1.59M | 27.26M | Mar 31, 2026 |
| 9 | OSAIC HOLDINGS, INC. | 1677044 | 1.58M | 27.03M | Mar 31, 2026 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 1.54M | 26.31M | Mar 31, 2026 |
| 11 | PFG INVESTMENTS, LLC | 1973224 | 1.53M | 26.10M | Mar 31, 2026 |
| 12 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.45M | 24.89M | Mar 31, 2026 |
| 13 | COHEN & STEERS, INC. | 1284812 | 1.43M | 24.41K | Mar 31, 2026 |
| 14 | ESTATE PLANNERS GROUP, LLC | 2118977 | 1.31M | 22.40M | Mar 31, 2026 |
| 15 | TD WATERHOUSE CANADA INC. | 1999606 | 1.30M | 22.66M | Mar 31, 2026 |
| 16 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 1.18M | 20.17K | Mar 31, 2026 |
| 17 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 876.12K | 14.99M | Mar 31, 2026 |
| 18 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 859.75K | 16.17K | Jun 30, 2024 |
| 19 | CERITY PARTNERS LLC | 1566475 | 790.07K | 13.52M | Mar 31, 2026 |
| 20 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 739.09K | 14.98M | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.