Filing Research | PIMCO DYNAMIC INCOME FD Institutional Holdings

Snapshot holdings

50 / 128 loaded

#		Instrument	quantity
1	J.W. COLE ADVISORS, INC.	Shares	1.5MSH	$25.2M
2	PFG Investments, LLC	Shares	1.4MSH	$24.0M
3	Cyndeo Wealth Partners, LLC	Shares	927.5KSH	$15.5M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	717.4KSH	$12.0M
5	Bensler, LLC	Shares	566.9KSH	$9.5M
6	Noble Wealth Management PBC	Shares	537.6KSH	$9.0M
7	Avior Wealth Management, LLC	Shares	462.2KSH	$7.7M
8	Wealthcare Advisory Partners LLC	Shares	436.8KSH	$7.3M
9	Wagner Wealth Management, LLC	Shares	374.8KSH	$6.3M
10	LifeWealth Investments, LLC	Shares	362.6KSH	$6.1M
11	RFG Advisory, LLC	Shares	309.0KSH	$5.2M
12	Sentinel Advisory Group, LLC	Shares	306.4KSH	$5.1M
13	Wealth Care LLC	Shares	249.6KSH	$4.2M
14	Capital Investment Advisory Services, LLC	Shares	246.8KSH	$4.1M
15	Beta Wealth Group, Inc.	Shares	224.2KSH	$3.7M
16	Catawba River Capital	Shares	182.9KSH	$3.1M
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	174.3KSH	$2.9M
18	CARY STREET PARTNERS FINANCIAL LLC	Shares	169.3KSH	$2.8M
19	Smith Asset Management Co., LLC	Shares	160.8KSH	$2.7M
20	Farther Finance Advisors, LLC	Shares	141.3KSH	$2.4M
21	Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	Shares	139.8KSH	$2.3M
22	Focus Financial Network, Inc.	Shares	133.6KSH	$2.3M
23	Meadowbrook Wealth Management, LLC	Shares	110.6KSH	$1.8M
24	MRA Advisory Group	Shares	98.1KSH	$1.6M
25	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	92.1KSH	$1.6M
26	Parisi Gray Wealth Management	Shares	76.0KSH	$1.3M
27	SEAVIEW INVESTMENT MANAGERS LLC	Shares	69.7KSH	$1.2M
28	HF Advisory Group, LLC	Shares	69.3KSH	$1.2M
29	Duncan Williams Asset Management, LLC	Shares	68.0KSH	$1.1M
30	Significant Wealth Partners LLC	Shares	61.6KSH	$1.0M
31	Benchmark Financial, LLC	Shares	59.5KSH	$994.4K
32	Merit Financial Group, LLC	Shares	53.3KSH	$890.2K
33	HARBOR INVESTMENT ADVISORY, LLC	Shares	53.1KSH	$887.5K
34	Fiduciary Alliance LLC	Shares	50.3KSH	$840.4K
35	Traynor Capital Management, Inc.	Shares	50.1KSH	$836.5K
36	CoreCap Advisors, LLC	Shares	50.0KSH	$835.1K
37	Prospera Financial Services Inc	Shares	49.9KSH	$833.0K
38	First Heartland Consultants, Inc.	Shares	49.0KSH	$817.6K
39	WORLD EQUITY GROUP, INC.	Shares	48.9KSH	$816.3K
40	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	45.6KSH	$761.2K
41	Accredited Investors Inc.	Shares	45.5KSH	$760.4K
42	First Growth Capital LLC	Shares	45.2KSH	$754.6K
43	BENJAMIN EDWARDS INC	Shares	41.4KSH	$691.5K
44	Key Client Fiduciary Advisors, LLC	Shares	38.9KSH	$650.2K
45	Brookstone Capital Management	Shares	37.8KSH	$630.9K
46	IFP Advisors, Inc	Shares	37.6KSH	$628.5K
47	E&G Advisors, LLC	Shares	35.4KSH	$591.0K
48	SUMMITRY LLC	Shares	35.0KSH	$584.5K
49	Lewis Asset Management, LLC	Shares	33.4KSH	$557.3K
50	Ramiah Investment Group	Shares	33.3KSH	$556.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 134 loaded

#		Instrument
1	J.W. COLE ADVISORS, INC. added	Shares	+1.5M	+$25.0M	$25.2M
2	Cyndeo Wealth Partners, LLC added	Shares	+307.6K	+$4.9M	$15.5M
3	RFG Advisory, LLC added	Shares	+117.2K	+$1.9M	$5.2M
4	Meadowbrook Wealth Management, LLC new	Shares	+110.6K	+$1.8M	$1.8M
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+96.4K	+$1.6M	$2.9M
6	Traynor Capital Management, Inc. added	Shares	+29.7K	+$498.0K	$836.5K
7	Focus Financial Network, Inc. added	Shares	+30.8K	+$476.8K	$2.3M
8	Bensler, LLC added	Shares	+41.1K	+$470.3K	$9.5M
9	BENJAMIN EDWARDS INC added	Shares	+25.3K	+$416.4K	$691.5K
10	SUMMITRY LLC added	Shares	+23.0K	+$379.2K	$584.5K
11	SEAVIEW INVESTMENT MANAGERS LLC added	Shares	+22.7K	+$359.7K	$1.2M
12	Wealth Care LLC added	Shares	+23.8K	+$304.0K	$4.2M
13	Gradient Investments LLC new	Shares	+13.4K	+$223.2K	$223.2K
14	Attessa Capital LLC added	Shares	+12.0K	+$196.1K	$380.5K
15	Synergy Asset Management, LLC new	Shares	+10.9K	+$182.3K	$182.3K
16	Strategic Blueprint, LLC new	Shares	+10.3K	+$172.3K	$172.3K
17	WORLD EQUITY GROUP, INC. added	Shares	+10.6K	+$162.0K	$816.3K
18	Duncan Williams Asset Management, LLC added	Shares	+9.9K	+$140.9K	$1.1M
19	Lifestyle Asset Management, Inc. added	Shares	+7.9K	+$127.6K	$298.8K
20	GenWealth Group, Inc. added	Shares	+7.1K	+$110.0K	$453.2K
21	HF Advisory Group, LLC added	Shares	+7.9K	+$106.9K	$1.2M
22	First Growth Capital LLC added	Shares	+7.8K	+$104.6K	$754.6K
23	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC added	Shares	+6.2K	+$85.9K	$526.2K
24	Sound Income Strategies, LLC added	Shares	+4.8K	+$74.4K	$205.9K
25	Herold Advisors, Inc. added	Shares	+4.2K	+$62.3K	$434.0K
26	First Heartland Consultants, Inc. added	Shares	+4.8K	+$62.3K	$817.6K
27	Brookstone Capital Management added	Shares	+4.0K	+$52.6K	$630.9K
28	IFP Advisors, Inc added	Shares	+2.9K	+$33.6K	$628.5K
29	Fiduciary Alliance LLC added	Shares	+3.3K	+$30.4K	$840.4K
30	Golden State Wealth Management, LLC added	Shares	+1.8K	+$28.7K	$92.0K
31	Mallini Complete Financial Planning LLC added	Shares	+2.2K	+$27.7K	$369.6K
32	Ramiah Investment Group added	Shares	+2.3K	+$25.7K	$556.4K
33	Silverleafe Capital Partners, LLC added	Shares	+1.3K	+$16.9K	$227.7K
34	LifeSteps Financial, Inc. new	Shares	+1.0K	+$16.7K	$16.7K
35	Cape Investment Advisory, Inc. new	Shares	+962	+$16.1K	$16.1K
36	MRA Advisory Group added	Shares	+3.3K	+$15.6K	$1.6M
37	HM PAYSON & CO new	Shares	+475	+$7.9K	$7.9K
38	Oxinas Partners, LLC added	Shares	+1.1K	+$7.9K	$419.8K
39	Key FInancial Inc added	Shares	+467	+$7.8K	$8.3K
40	Avior Wealth Management, LLC added	Shares	+11.5K	+$7.4K	$7.7M
41	Triumph Capital Management added	Shares	+907	+$6.8K	$240.2K
42	SALEM INVESTMENT COUNSELORS INC added	Shares	+275	+$4.6K	$7.6K
43	BEACON INVESTMENT ADVISORY SERVICES, INC. new	Shares	+253	+$4.2K	$4.2K
44	Bangor Savings Bank new	Shares	+250	+$4.2K	$4.2K
45	Apollon Wealth Management, LLC added	Shares	+830	+$4.1K	$412.6K
46	FIRETHORN WEALTH PARTNERS, LLC added	Shares	+439	+$2.7K	$195.7K
47	JFS WEALTH ADVISORS, LLC new	Shares	+89	+$1.5K	$1.5K
48	Nova Wealth Management, Inc. added	Shares	+123	+$825	$52.2K
49	Aspect Partners, LLC added	Shares	+57	+$378	$24.0K
50	Blue Trust, Inc. added	Shares	+52	+$348	$22.0K

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