13F Insight
DOSSIER · 13F Holders · Q1 2026
PDX

PIMCO DYNAMIC INCOME STRATEG

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

CUSIP 69346N107·103 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$435M
visible holders
Holders
103
filers reporting
Concentration
32.54%
Saba Capital Management, L.P. #1
top holder share
AI Holders Summary · Q1 2026

103 institutions reported PDX in Q1 2026. Saba Capital Management, L.P. leads at 32.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Saba Capital Management, L.P.
CIK 0001510281
$142M6.4M3.91%Q1 202602
Thomas J. Herzfeld Advisors, Inc.
CIK 0001509510
$28M1.3M9.40%Q1 202603
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 0001447578
$25M1.1M1.26%Q1 202604
COHEN & STEERS, INC.
CIK 0001284812
$23M1.0M0.04%Q1 202605
UBS Group AG
CIK 0001610520
$22M1000K0.00%Q1 202606
ROYAL BANK OF CANADA
CIK 0001000275
$22M979K0.00%Q1 202607
WELLS FARGO & COMPANY/MN
CIK 0000072971
$21M954K0.00%Q1 202608
MORGAN STANLEY
CIK 0000895421
$20M915K0.00%Q1 202609
Williams Jones Wealth Management, LLC.
CIK 0001788587
$19M854K0.23%Q1 202610
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CIK 0001238990
$19M852K1.08%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M772K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M709K0.00%Q1 202613
Almitas Capital LLC
CIK 0001596468
$12M541K2.70%Q1 202614
HOLLENCREST CAPITAL MANAGEMENT
CIK 0001161722
$11M485K0.40%Q1 202615
Pathstone Holdings, LLC
CIK 0002011612
$9M389K0.03%Q1 202616
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD
CIK 0001034546
$8M359K0.57%Q1 202617
Advisors Asset Management, Inc.
CIK 0001297376
$7M339K0.12%Q1 202618
STIFEL FINANCIAL CORP
CIK 0000720672
$7M332K0.01%Q1 202619
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$6M250K0.01%Q1 202620
Altium Capital Management LLC
CIK 0001746382
$3M158K8.28%Q1 2026
Page 1 of 6
83 more holders available. Log in →
Insiders at PIMCO DYNAMIC INCOME STRATEG
Sharenow Greg Elliot →Ivascyn Daniel J →Saba Capital Management, L.P. →Rappaport Alan →Mccartney Kathleen Ann →