PDI
PIMCO Dynamic Income Fund• Financial Services
Top holders
Institutions with disclosed positions in this stock
| Fund | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
Prairie Wealth Advisors, Inc. | $1.6B | 0 | 0.28% | New Position |
Assetmark, Inc | $1.2B | 12.24M | 1.98% | Exited |
Commonwealth Equity Services, Llc | $257.5M | 6.09M | 0.10% | -12.6% |
Wealth Enhancement Advisory Services, Llc | $242.8M | 6.07M | 0.15% | +30.0% |
Retirement Planning Group, Llc | $204.6M | 7.76M | 4.83% | +6.5% |
Rfg Advisory, Llc | $201.2M | 5.18M | 1.04% | +3.5% |
Krilogy Financial Llc | $190.4M | 4.70M | 2.54% | +0.3% |
Apollon Wealth Management, Llc | $173M | 5.90M | 1.05% | -1.5% |
Heirloom Wealth Management | $171.8M | 3.49M | 13.35% | +17.8% |
Cambridge Investment Research Advisors, Inc. | $167.9M | 5.62M | 0.13% | Exited |
Tectonic Advisors Llc | $151.3M | 1.77M | 6.94% | Exited |
Annex Advisory Services, Llc | $114.8M | 3.05M | 1.15% | +29.8% |
Truist Financial Corp | $114.3M | 1.82M | 0.06% | +63.4% |
Stonebridge Financial Group, Llc | $113.4M | 3.00M | 3.73% | +1.9% |
Mirae Asset Global Investments Co., Ltd. | $99.8M | 2.47M | 0.12% | +368.2% |
Atria Investments, Inc | $98M | 1.45M | 0.66% | Exited |
Novem Group | $96.4M | 1.61M | 3.78% | -50.6% |
Gr Financial Group, Llc | $92M | 3.62M | 12.19% | +2.3% |
Kestra Advisory Services, Llc | $91.6M | 2.58M | 0.08% | +13.5% |
Fragasso Financial Advisors Inc | $77.9M | 3.01M | 3.80% | +0.6% |
Advisor Os, Llc | $76.9M | 1.18M | 3.80% | New Position |
Buck Wealth Strategies, Llc | $74.4M | 898.4K | 5.47% | Exited |
Farther Finance Advisors, Llc | $71.8M | 1.28M | 0.16% | -15.6% |
Parallel Advisors, Llc | $71.4M | 1.80M | 0.49% | Exited |
O'Connor Financial Group Llc | $68.2M | 1.29M | 10.60% | +8.3% |
Mid-American Wealth Advisory Group, Inc. | $68.2M | 1.17M | 9.78% | +10.2% |
Eclectic Associates Inc /Adv | $65M | 1.43M | 4.52% | +6.5% |
Hub Investment Partners, Llc | $64.5M | 2.03M | 0.77% | Exited |
Family Investment Center, Inc. | $62.3M | 2.38M | 9.88% | +1.3% |
Gradient Investments Llc | $61.3M | 1.26M | 0.86% | +1.8% |
Creative Planning | $60.8M | 771.5K | 0.03% | -23.7% |
Cardinal Point Capital Management Ulc | $60.8M | 1.98M | 1.92% | +4.2% |
Mason & Associates, Llc | $60.4M | 2.29M | 5.61% | +26.5% |
Wealth Alliance Advisory Group, Llc | $59.6M | 1.75M | 4.74% | +1.1% |
Ram Investment Partners, Llc | $58.3M | 635.4K | 9.24% | +13.1% |
Fsm Wealth Advisors, Llc | $58.2M | 664.2K | 5.62% | -4.3% |
Aprio Wealth Management, Llc | $53M | 1.74M | 1.80% | +199.3% |
Concurrent Investment Advisors, Llc | $51.5M | 790.0K | 0.22% | +137.9% |
Tanglewood Wealth Management, Inc. | $50.9M | 2.01M | 4.23% | New Position |
Prime Capital Investment Advisors, Llc | $50.7M | 1.90M | 0.45% | Exited |
Wagner Wealth Management, Llc | $49.9M | 2.07M | 7.21% | +128.7% |
Vise Technologies, Inc. | $49.9M | 1.42M | 0.20% | -47.6% |
Biltmore Wealth Management, Llc | $48.5M | 701.7K | 8.40% | +1.9% |
Wealthcare Advisory Partners Llc | $47.9M | 1.80M | 0.49% | +305.5% |
San Luis Wealth Advisors Llc | $47.9M | 1.86M | 4.70% | Unchanged |
D.A. Davidson & Co. | $47M | 1.40M | 0.16% | Exited |
Legacy Private Trust Co. | $46.2M | 568.5K | 2.12% | -36.0% |
Hutchens & Kramer Investment Management Group, Llc | $45.1M | 1.14M | 6.81% | +2.5% |
Christian Investment Advisors, Inc. | $45.1M | 518.4K | 27.54% | +37.7% |
Thurston, Springer, Miller, Herd & Titak, Inc. | $45.1M | 1.8K | 0.07% | -93.8% |