DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
PDI

PIMCO DYNAMIC INCOME FD

400 institutions still hold PIMCO DYNAMIC INCOME FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 72201Y101·Exchange Traded Fund·400 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$769M
visible holders
Holders
400
filers reporting
Concentration
30.37%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

400 institutions reported PDI in Q2 2026. MORGAN STANLEY leads at 30.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$233M14.0M0.01%Q2 2026
02
LPL Financial LLC
CIK 0001403438
$93M5.5M0.02%Q2 2026
03
BANK OF AMERICA CORP /DE/
CIK 0000070858
$50M3.0M0.00%Q2 2026
04
Cetera Investment Advisers
CIK 0001666741
$36M2.2M0.03%Q2 2026
05
OSAIC HOLDINGS, INC.
CIK 0001677044
$31M1.8M0.04%Q2 2026
06
UBS Group AG
CIK 0001610520
$29M1.8M0.00%Q2 2026
07
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$26M1.6M0.01%Q2 2026
08
WELLS FARGO & COMPANY/MN
CIK 0000072971
$26M1.5M0.00%Q2 2026
09
J.W. COLE ADVISORS, INC.
CIK 0001404763
$25M1.5M0.43%Q2 2026
10
COHEN & STEERS, INC.
CIK 0001284812
$24M1.4M0.04%Q1 2026
11
ROYAL BANK OF CANADA
CIK 0001000275
$24M1.5M0.00%Q2 2026
12
PFG Investments, LLC
CIK 0001973224
$24M1.4M0.93%Q2 2026
13
TD Waterhouse Canada Inc.
CIK 0001999606
$23M1.4M0.06%Q2 2026
14
Estate Planners Group, LLC
CIK 0002118977
$23M1.4M10.30%Q2 2026
15
Logan Stone Capital, LLC
CIK 0001535521
$22M1.2M5.33%Q4 2025
16
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$20M1.2M0.05%Q1 2026
17
Cerity Partners LLC
CIK 0001566475
$16M985K0.02%Q2 2026
18
Cyndeo Wealth Partners, LLC
CIK 0001950947
$15M927K0.73%Q2 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$14M840K0.00%Q2 2026
20
Mission Hills Financial Advisory, LLC
CIK 0002043220
$13M751K5.51%Q2 2026
Page 1 of 20
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Insiders at PIMCO DYNAMIC INCOME FD
Stracke Thibault ChristianFisher David Nichols IiiDawson Craig ASeidner Marc PSchneider Jerome MNagler Jason JordanMurata Alfred TCogan Sarah E