PDI — PIMCO Dynamic Income Fd Institutional Holders · Q3 2026

Name: Who Owns PDI? 24 Institutions Hold $19.1M (Q3 2026)
Creator: ko.io

Who owns PIMCO Dynamic Income Fd (PDI)? 24 institutions reported holding $19.14M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Noble Wealth Management PBC ($7.4M), Elm3 Financial Group, LLC ($1.6M), Meadowbrook Wealth Management, LLC ($1.5M).

Rank	Institution	Value	Shares	Change
1	Noble Wealth Management PBC	$7.4M	524,175	Trimmed
2	Elm3 Financial Group, LLC	$1.6M	113,980	Trimmed
3	Meadowbrook Wealth Management, LLC	$1.5M	107,760	Trimmed
4	MRA Advisory Group	$1.4M	100,739	Added
5	Farther Finance Advisors, LLC	$1.4M	99,056	Trimmed
6	HF Advisory Group, LLC	$1.1M	74,937	Added
7	CoreCap Advisors, LLC	$765,465	54,559	Added
8	First Heartland Consultants, Inc.	$756,714	53,935	Added
9	Kaizen Financial Strategies	$545,778	38,901	Added
10	Valeo Financial Advisors, LLC	$423,987	30,220	Added
11	GILPIN WEALTH MANAGEMENT, LLC	$348,351	24,829	Added
12	Venture Visionary Partners LLC	$322,011	22,951	Trimmed
13	Attessa Capital LLC	$319,702	22,787	Hold
14	Avidian Wealth Enterprises, LLC	$269,297	19,194	Hold
15	Gradient Investments LLC	$251,656	17,937	Added
16	INTEGRATED CAPITAL MANAGEMENT, INC.	$239,099	17,042	New
17	Mallini Complete Financial Planning LLC	$221,566	15,792	Trimmed
18	Sound Income Strategies, LLC	$180,459	12,593	Added
19	Versant Capital Management, Inc	$87,731	6,253	New
20	CX Institutional	$46,000	3,274	New
21	EASTERN BANK	$42,090	3,000	Hold
22	MassMutual Private Wealth & Trust, FSB	$56	4	Hold
23	Bangor Savings Bank	$0	0	Exited
24	Silverleafe Capital Partners, LLC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30