5 institutions reported holding $1.5M of PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT (PDX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Noble Wealth Management PBC ($1.1M), Meadowbrook Wealth Management, LLC ($245,232), KERR FINANCIAL PLANNING Corp ($77,671), CoreCap Advisors, LLC ($72,469), FNY Investment Advisers, LLC ($10,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $1.1M | 51,425 | Added |
| 2 | Meadowbrook Wealth Management, LLC | $245,232 | 11,700 | New |
| 3 | KERR FINANCIAL PLANNING Corp | $77,671 | 4,651 | Added |
| 4 | CoreCap Advisors, LLC | $72,469 | 3,481 | Trimmed |
| 5 | FNY Investment Advisers, LLC | $10,000 | 500 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30