NEW YORK, NY
PIMCO DYNAMIC INCOME FUNDPDI— Latest position per institution from SEC 13F filings
15
Institutional holders
48.41M
Total shares held
690.34M
Estimated value
2.42M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
13.98M
Value
233.46M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
5.55M
Value
92.60M
Filed
Jun 30, 2026
GRIDIRON PARTNERS, LLC
CIK 1910867
Shares
3.38M
Value
185.35K
Filed
Sep 30, 2025
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
3.01M
Value
50.28M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
2.18M
Value
36.39M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
1.83M
Value
30.56M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
1.75M
Value
29.23M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
1.59M
Value
26.47M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
1.53M
Value
25.63M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
1.51M
Value
25.29K
Filed
Jun 30, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
1.51M
Value
25.23M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
1.46M
Value
24.31M
Filed
Jun 30, 2026
PFG INVESTMENTS, LLC
CIK 1973224
Shares
1.44M
Value
24.02M
Filed
Jun 30, 2026
TD WATERHOUSE CANADA INC.
CIK 1999606
Shares
1.39M
Value
23.16M
Filed
Jun 30, 2026
ESTATE PLANNERS GROUP, LLC
CIK 2118977
Shares
1.36M
Value
22.78M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
1.33M
Value
22.29K
Filed
Jun 30, 2026
CERITY PARTNERS LLC
CIK 1566475
Shares
985.25K
Value
16.45M
Filed
Jun 30, 2026
CYNDEO WEALTH PARTNERS, LLC
CIK 1950947
Shares
927.45K
Value
15.49M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
859.75K
Value
16.17K
Filed
Jun 30, 2024
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
839.52K
Value
14.02M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 13.98M | 233.46M | Jun 30, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 5.55M | 92.60M | Jun 30, 2026 |
| 3 | GRIDIRON PARTNERS, LLC | 1910867 | 3.38M | 185.35K | Sep 30, 2025 |
| 4 | BANK OF AMERICA CORP /DE/ | 70858 | 3.01M | 50.28M | Jun 30, 2026 |
| 5 | CETERA INVESTMENT ADVISERS | 1666741 | 2.18M | 36.39M | Jun 30, 2026 |
| 6 | OSAIC HOLDINGS, INC. | 1677044 | 1.83M | 30.56M | Jun 30, 2026 |
| 7 | UBS GROUP AG | 1610520 | 1.75M | 29.23M | Jun 30, 2026 |
| 8 | RAYMOND JAMES FINANCIAL INC | 720005 | 1.59M | 26.47M | Jun 30, 2026 |
| 9 | WELLS FARGO & COMPANY/MN | 72971 | 1.53M | 25.63M | Jun 30, 2026 |
| 10 | COHEN & STEERS, INC. | 1284812 | 1.51M | 25.29K | Jun 30, 2026 |
| 11 | J.W. COLE ADVISORS, INC. | 1404763 | 1.51M | 25.23M | Jun 30, 2026 |
| 12 | ROYAL BANK OF CANADA | 1000275 | 1.46M | 24.31M | Jun 30, 2026 |
| 13 | PFG INVESTMENTS, LLC | 1973224 | 1.44M | 24.02M | Jun 30, 2026 |
| 14 | TD WATERHOUSE CANADA INC. | 1999606 | 1.39M | 23.16M | Jun 30, 2026 |
| 15 | ESTATE PLANNERS GROUP, LLC | 2118977 | 1.36M | 22.78M | Jun 30, 2026 |
| 16 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 1.33M | 22.29K | Jun 30, 2026 |
| 17 | CERITY PARTNERS LLC | 1566475 | 985.25K | 16.45M | Jun 30, 2026 |
| 18 | CYNDEO WEALTH PARTNERS, LLC | 1950947 | 927.45K | 15.49M | Jun 30, 2026 |
| 19 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 859.75K | 16.17K | Jun 30, 2024 |
| 20 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 839.52K | 14.02M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.