19 institutions reported holding $24.6M of PIMCO DYNAMIC INCOME FD SHS (PDI) in SEC 13F filings for 2026-06-30. Largest institutional holders: Noble Wealth Management PBC ($9.0M), Avior Wealth Management, LLC ($7.7M), Meadowbrook Wealth Management, LLC ($1.8M), MRA Advisory Group ($1.6M), HARBOR INVESTMENT ADVISORY, LLC ($887,471). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $9.0M | 537,557 | Trimmed |
| 2 | Avior Wealth Management, LLC | $7.7M | 462,193 | Added |
| 3 | Meadowbrook Wealth Management, LLC | $1.8M | 110,570 | New |
| 4 | MRA Advisory Group | $1.6M | 98,079 | Added |
| 5 | HARBOR INVESTMENT ADVISORY, LLC | $887,471 | 53,142 | Hold |
| 6 | CoreCap Advisors, LLC | $835,130 | 50,008 | Trimmed |
| 7 | First Heartland Consultants, Inc. | $817,569 | 48,956 | Added |
| 8 | Valeo Financial Advisors, LLC | $501,745 | 30,045 | Added |
| 9 | Attessa Capital LLC | $380,543 | 22,787 | Added |
| 10 | Mallini Complete Financial Planning LLC | $369,551 | 22,128 | Added |
| 11 | Silverleafe Capital Partners, LLC | $227,733 | 13,637 | Added |
| 12 | Gradient Investments LLC | $223,162 | 13,363 | New |
| 13 | FNY Investment Advisers, LLC | $93,000 | 5,600 | Hold |
| 14 | EASTERN BANK | $50,100 | 3,000 | Hold |
| 15 | BEACON INVESTMENT ADVISORY SERVICES, INC. | $4,228 | 253 | New |
| 16 | Bangor Savings Bank | $4,175 | 250 | New |
| 17 | MassMutual Private Wealth & Trust, FSB | $67 | 4 | Hold |
| 18 | Beaird Harris Wealth Management, LLC | $0 | 0 | Exited |
| 19 | Global Wealth Strategies & Associates | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30