We are live on ! Find out more
PDI icon

PIMCO Dynamic Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NWMP
26
Noble Wealth Management PBC
Colorado
$9.45M +$6.36M +346,580 +186%
B
27
Bensler
Washington
$8.89M +$4.24M +230,808 +85%
CWP
28
Cyndeo Wealth Partners
Florida
$8.36M +$848K +46,240 +11%
SF
29
Summit Financial
New Jersey
$7.74M +$35.5K +1,934 +0.5%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$7.31M +$36.5K +1,990 +0.5%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$7.3M -$69.9K -3,807 -0.9%
AllianceBernstein
32
AllianceBernstein
Tennessee
$7.18M -$193K -10,500 -3%
MG
33
Marex Group
$7.05M +$7.31M +398,209 New
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$6.77M +$410K +22,366 +6%
WWMSC
35
Wagner Wealth Management (South Carolina)
South Carolina
$6.49M -$309K -16,816 -4%
KAS
36
Kestra Advisory Services
Texas
$6.2M +$1.56M +84,877 +32%
NA
37
NewEdge Advisors
Louisiana
$5.95M -$884K -48,153 -13%
LI
38
LifeWealth Investments
Florida
$5.94M +$201K +10,942 +3%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$5.92M -$1.22M -66,623 -17%
AFA
40
Allium Financial Advisors
Oregon
$5.1M +$2.63M +143,116 +99%
BCI
41
Brinker Capital Investments
Pennsylvania
$5.1M +$653K +35,590 +14%
HighTower Advisors
42
HighTower Advisors
Illinois
$5.03M -$713K -38,881 -12%
XT
43
XTX Topco
Cayman Islands
$4.98M +$5.16M +281,006 New
PS
44
Principal Securities
Iowa
$4.51M +$191K +10,399 +4%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$4.46M +$4.62M +251,644 New
VCP
46
Verus Capital Partners
Arizona
$4.39M +$3.27M +177,964 +255%
BWG
47
Beta Wealth Group
California
$4.06M -$1.78M -97,252 -30%
AIA
48
Absolute Investment Advisers
Florida
$3.98M +$4.01M +218,531 New
USCWA
49
U.S. Capital Wealth Advisors
Texas
$3.95M +$1.08M +59,102 +36%
CIAS
50
Capital Investment Advisory Services
North Carolina
$3.64M +$401K +21,859 +12%