13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
PDI

PIMCO Dynamic Income

394 institutions still hold PIMCO Dynamic Income as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201y101·394 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.0%
vs prior quarter
13F value held
$705M
79.0% inst. owned
of float
Holders
394
-68 QoQ
filers reporting
Activity
+62 / −61
+936 added · −884 reduced
this quarter
Concentration
31.32%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

394 institutions reported PDI in Q1 2026. MORGAN STANLEY leads at 31.3% of the visible book. -68 net institutions QoQ — distribution reading.

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
PFG Investments, LLC
CIK 0001973224
$26M1.5M1.22%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$25M1.5M0.01%Q1 202611
TD Waterhouse Canada Inc.
CIK 0001999606
$23M1.3M0.07%Q1 202612
Estate Planners Group, LLC
CIK 0002118977
$22M1.3M10.76%Q1 202613
Logan Stone Capital, LLC
CIK 0001535521
$22M1.2M5.33%Q4 202514
Private Advisor Group, LLC
CIK 0001567755
$15M876K0.07%Q1 202615
Cerity Partners LLC
CIK 0001566475
$14M790K0.02%Q1 202616
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$13M732K0.28%Q1 202617
Mission Hills Financial Advisory, LLC
CIK 0002043220
$12M724K6.34%Q1 202618
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$12M694K0.09%Q1 202619
Cyndeo Wealth Partners, LLC
CIK 0001950947
$11M620K0.56%Q1 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$10M596K0.01%Q1 2026
Page 1 of 20
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