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Pimco Dynamic Income Strat (PDX)

CUSIP: 69346N107 | US | Financial Services · Asset Management | Small Cap | 244 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/ASaba Capital Management, L.P.6,416,08714.3%New 5%+ stakeJun 30, 2026No 13F filer matched
13G/ASaba Capital Management, L.P.6,416,087
14.3% of class · Jun 30, 2026New 5%+ stake
No 13F filer matched

Institutional Holders — Q3 2026

Williams Jones Wealth Management, Llc.410,394
0.1% of portfolio›$8.3M
City of London Investment Management Co LTD313,738
0.4% of portfolio›$6.4M
Altium Capital Management LLC157,700
4.7% of portfolio›$3.2M
Rareview Capital LLC108,022
1.0% of portfolio›$2.2M
Choreo, LLC75,991
0.0% of portfolio›$1.5M
Elevation Point Wealth Partners, LLC75,733
0.0% of portfolio›$1.5M
Wedbush Securities Inc51,919
0.0% of portfolio›$1.1K
Noble Wealth Management PBC48,675
0.4% of portfolio›$988.1K
Concurrent Investment Advisors, LLC35,348
0.0% of portfolio›$717.6K
Allspring Global Investments Holdings, LLC34,871
0.0% of portfolio›$724.8K
Truist Financial Corp32,164
0.0% of portfolio›$652.9K
Kestra Advisory Services, LLC30,787
0.0% of portfolio›$625.0K
Virtue Asset Management LLC27,825
0.4% of portfolio›$564.9K
Stolper Co25,787
0.0% of portfolio›$523
Cambridge Investment Research Advisors, Inc.23,642
0.0% of portfolio›$480
Oppenheimer & Co Inc22,700
0.0% of portfolio›$460.8K
TrueMark Investments, LLC20,119
0.0% of portfolio›$408.4K
Wealth Enhancement Advisory Services, LLC18,708
0.0% of portfolio›$388.4K
Indivisible Partners18,206
0.0% of portfolio›$369.6K
Fifth Third Bancorp17,400
0.0% of portfolio›$353.2K
Aprio Wealth Management, LLC17,152
0.0% of portfolio›$348.2K
Islay Capital Management, LLC16,067
0.2% of portfolio›$326.2K
Commonwealth Equity Services, LLC15,083
0.0% of portfolio›$306.2K
Abel Hall, LLC15,000
0.1% of portfolio›$304.5K
Creative Planning14,482
0.0% of portfolio›$294.0K
Cornerstone Wealth Management, LLC14,444
0.0% of portfolio›$293.2K
Meadowbrook Wealth Management, LLC13,200
0.3% of portfolio›$268.0K
Cynosure Group, LLC10,541
0.0% of portfolio›$214.0K
Lloyd Advisory Services, Llc.6,053
0.0% of portfolio›$122.9K
Halbert Hargrove Global Advisors, LLC4,500
0.0% of portfolio›$91.4K
US Bancorp \de\3,783
0.0% of portfolio›$76.8K
CoreCap Advisors, LLC3,760
0.0% of portfolio›$76.3K
Blue Bell Private Wealth Management, LLC2,509
0.0% of portfolio›$50.9K
Cornerstone National Bank & Trust Co1,500
0.0% of portfolio›$30.8K
Root Financial Partners, LLC1,255
0.0% of portfolio›$25.5K
Spire Wealth Management875
0.0% of portfolio›$17.8K
FNY Investment Advisers, LLC500
0.0% of portfolio›$10
Farther Finance Advisors, LLC400
0.0% of portfolio›$8.1K
Highline Wealth Partners LLC150
0.0% of portfolio›$3.0K
IFP Advisors, Inc100
0.0% of portfolio›$2.0K
StyleTurnoverLocationFiled
Williams Jones Wealth Management, Llc.
410,394$8.3M0.1%GrowthLowNew York, NY2026-11-05
City of London Investment Management Co LTD
313,738$6.4M0.4%YieldMediumLondon, United Kingdom2026-10-30
Altium Capital Management LLC
157,700$3.2M4.7%YieldHighNew York, NY2026-11-04
Rareview Capital LLC
108,022$2.2M1.0%YieldMediumLas Vegas, NV2026-11-05
Choreo, LLC
75,991$1.5M0.0%IndexLowRockford, IL2026-10-28
Elevation Point Wealth Partners, LLC
75,733$1.5M0.0%CoreHighDenver, CO2026-11-05
Wedbush Securities Inc
51,919$1.1K0.0%CoreLowPasadena, CA2026-10-22
Noble Wealth Management PBC
48,675$988.1K0.4%YieldMediumGreenwood Village, CO2026-10-01
Concurrent Investment Advisors, LLC
35,348$717.6K0.0%GrowthMediumTampa, FL2026-10-16
Allspring Global Investments Holdings, LLC
34,871$724.8K0.0%CoreMediumCharlotte, NC2026-11-04
Truist Financial Corp
32,164$652.9K0.0%CoreLowCharlotte, NC2026-10-30
Kestra Advisory Services, LLC
30,787$625.0K0.0%CoreLowAustin, TX2026-11-02
Virtue Asset Management LLC
27,825$564.9K0.4%CoreLowBarrington, IL2026-10-21
Stolper Co
25,787$5230.0%ValueMediumTulsa, OK2026-10-13
Cambridge Investment Research Advisors, Inc.
23,642$4800.0%ETFLowFairfield, IA2026-11-02
Oppenheimer & Co Inc
22,700$460.8K0.0%CoreLowNew York, NY2026-10-26
TrueMark Investments, LLC
20,119$408.4K0.0%YieldHighChicago, IL2026-11-05
Wealth Enhancement Advisory Services, LLC
18,708$388.4K0.0%CoreLowPlymouth, MN2026-10-13
Indivisible Partners
18,206$369.6K0.0%GrowthMediumClearwater, FL2026-10-26
Fifth Third Bancorp
17,400$353.2K0.0%IndexVery LowCincinnati, OH2026-11-05
Aprio Wealth Management, LLC
17,152$348.2K0.0%ETFMediumAtlanta, GA2026-10-28
Islay Capital Management, LLC
16,067$326.2K0.2%ETFMediumLubbock, TX2026-10-20
Commonwealth Equity Services, LLC
15,083$306.2K0.0%ETFLowWaltham, MA2026-11-02
Abel Hall, LLC
15,000$304.5K0.1%CoreMediumBaton Rouge, LA2026-10-19
Creative Planning
14,482$294.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Cornerstone Wealth Management, LLC
14,444$293.2K0.0%ETFVery LowSt. Peters, MO2026-11-04
Meadowbrook Wealth Management, LLC
13,200$268.0K0.3%GrowthMediumGarden City, NY2026-10-08
Cynosure Group, LLC
10,541$214.0K0.0%ETFMediumSalt Lake City, UT2026-11-03
Lloyd Advisory Services, Llc.
6,053$122.9K0.0%ETFVery HighSuwanee, GA2026-11-02
Halbert Hargrove Global Advisors, LLC
4,500$91.4K0.0%ETFLowLong Beach, CA2026-10-16
US Bancorp \de\
3,783$76.8K0.0%IndexLowMinneapolis, MN2026-11-05
CoreCap Advisors, LLC
3,760$76.3K0.0%ETFMediumSouthfield, MI2026-10-08
Blue Bell Private Wealth Management, LLC
2,509$50.9K0.0%YieldVery LowBlue Bell, PA2026-10-29
Cornerstone National Bank & Trust Co
1,500$30.8K0.0%ETFMediumPalatine, IL2026-10-20
Root Financial Partners, LLC
1,255$25.5K0.0%ETFMediumEncinitas, CA2026-10-21
Spire Wealth Management
875$17.8K0.0%GrowthMediumMclean, VA2026-10-30
FNY Investment Advisers, LLC
500$100.0%GrowthVery HighNew York, NY2026-10-16
Farther Finance Advisors, LLC
400$8.1K0.0%IndexLowSan Francisco, CA2026-10-08
Highline Wealth Partners LLC
150$3.0K0.0%ETFMediumSherman Oaks, CA2026-10-19
IFP Advisors, Inc
100$2.0K0.0%GrowthLowTampa, FL2026-10-16