13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
PDI

PIMCO DYNAMIC INCOME FD

395 institutions still hold PIMCO DYNAMIC INCOME FD as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201Y101·Exchange Traded Fund·395 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$743M
visible holders
Holders
395
filers reporting
Concentration
29.71%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

395 institutions reported PDI in Q1 2026. MORGAN STANLEY leads at 29.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$221M12.9M0.01%Q1 202602
LPL Financial LLC
CIK 0001403438
$90M5.3M0.02%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$52M3.0M0.00%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$29M1.7M0.03%Q1 202605
UBS Group AG
CIK 0001610520
$28M1.6M0.00%Q1 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$27M1.6M0.01%Q1 202607
OSAIC HOLDINGS, INC.
CIK 0001677044
$27M1.6M0.04%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$26M1.5M0.00%Q1 202609
J.W. COLE ADVISORS, INC.
CIK 0001404763
$25M1.5M0.43%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$25M1.5M0.01%Q1 202611
COHEN & STEERS, INC.
CIK 0001284812
$24M1.4M0.04%Q1 202612
PFG Investments, LLC
CIK 0001973224
$24M1.4M0.93%Q2 202613
TD Waterhouse Canada Inc.
CIK 0001999606
$23M1.3M0.07%Q1 202614
Estate Planners Group, LLC
CIK 0002118977
$22M1.3M10.76%Q1 202615
Logan Stone Capital, LLC
CIK 0001535521
$22M1.2M5.33%Q4 202516
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$20M1.2M0.05%Q1 202617
Cyndeo Wealth Partners, LLC
CIK 0001950947
$15M927K0.73%Q2 202618
Private Advisor Group, LLC
CIK 0001567755
$15M876K0.07%Q1 202619
Cerity Partners LLC
CIK 0001566475
$14M790K0.02%Q1 202620
Mission Hills Financial Advisory, LLC
CIK 0002043220
$12M724K6.34%Q1 2026
Page 1 of 20
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Insiders at PIMCO DYNAMIC INCOME FD
Stracke Thibault Christian →Fisher David Nichols Iii →Dawson Craig A →Seidner Marc P →Schneider Jerome M →Nagler Jason Jordan →Murata Alfred T →Cogan Sarah E →