PDX Institutional Ownership & Shareholders
PIMCO DYNAMIC INCOME STRAT (PDX) is currently held by 106 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $444.12M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Saba Capital Management, L.P. is currently the largest disclosed institutional shareholder of PDX tracked by InsiderSet, reporting ownership valued at approximately $133.58M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $133.65M, representing an estimated gain of +0.05% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 71% of the total disclosed PDX value among the investors covered in this analysis. Major shareholders include Saba Capital Management, L.P., Rivernorth Capital Management, Llc, Thomas J. Herzfeld Advisors, Inc., and several other long-term asset managers with concentrated positions in PIMCO DYNAMIC INCOME STRAT (PDX).
This page ranks the largest institutional PDX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
106
Total Reported Value
$444.12M
Largest Holder
Saba Capital Management, L.P.
Largest Position
$133.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
123
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Saba Capital Management, L.P. | 4.08% | 6,416,087 | $133,582,931 | $133,647,092 | +$64,161 | +0.05% | |
| Rivernorth Capital Management, Llc | 1.09% | 1,101,509 | $22,933,422 | $22,944,432 | +$11,010 | +0.05% | |
| Thomas J. Herzfeld Advisors, Inc. | 7.00% | 1,095,075 | $22,799,462 | $22,810,412 | +$10,950 | +0.05% | |
| Wells Fargo & Company/Mn | 0.00% | 1,047,230 | $21,803,335 | $21,813,801 | +$10,466 | +0.05% | |
| Cohen & Steers, Inc. | 0.03% | 1,021,789 | $21,274,000 | $21,283,865 | +$9,865 | +0.05% | |
| Ubs Group Ag | 0.00% | 1,016,475 | $21,163,010 | $21,173,174 | +$10,164 | +0.05% | |
| Royal Bank Of Canada | 0.00% | 1,002,602 | $20,874,000 | $20,884,200 | +$10,200 | +0.05% | |
| Morgan Stanley | 0.00% | 879,336 | $18,307,775 | $18,316,569 | +$8,794 | +0.05% | |
| Williams Jones Wealth Management, Llc. | 0.20% | 837,548 | $17,437,749 | $17,446,125 | +$8,376 | +0.05% | |
| Bank Of America Corp | 0.00% | 793,540 | $16,521,504 | $16,529,438 | +$7,934 | +0.05% | |
| Punch & Associates Investment Management, Inc. | 0.72% | 701,289 | $14,600,841 | $14,607,850 | +$7,009 | +0.05% | |
| Envestnet Asset Management Inc | 0.00% | 695,177 | $14,473,588 | $14,480,537 | +$6,949 | +0.05% | |
| Almitas Capital Llc | 2.74% | 549,495 | $11,440,486 | $11,445,981 | +$5,495 | +0.05% | |
| Hollencrest Capital Management | 0.67% | 489,829 | $10,198,236 | $10,203,138 | +$4,902 | +0.05% | |
| Pathstone Holdings, Llc | 0.03% | 388,722 | $8,575,207 | $8,097,079 | -$478,128 | -5.58% | |
| Stifel Financial Corp | 0.01% | 388,769 | $8,094,535 | $8,098,058 | +$3,523 | +0.04% | |
| City Of London Investment Management Co Ltd | 0.43% | 313,738 | $6,368,881 | $6,535,163 | +$166,282 | +2.61% | |
| Vestor Capital, Llc | 0.33% | 36,089 | $5,289,000 | $751,734 | -$4,537,266 | -85.79% | |
| Advisors Asset Management, Inc. | 0.06% | 306,613 | $3,949,175 | $6,386,749 | +$2,437,574 | +61.72% | |
| Raymond James Financial Inc | 0.00% | 179,862 | $3,744,739 | $3,746,525 | +$1,786 | +0.05% | |
| Altium Capital Management Llc | 6.92% | 157,700 | $3,283,314 | $3,284,891 | +$1,577 | +0.05% | |
| First Trust Advisors Lp | 0.00% | 116,886 | $2,433,571 | $2,434,735 | +$1,164 | +0.05% | |
| Rareview Capital Llc | 1.36% | 98,718 | $2,433,399 | $2,056,296 | -$377,103 | -15.50% | |
| Focus Partners Wealth | 0.00% | 113,183 | $2,356,481 | $2,357,602 | +$1,121 | +0.05% | |
| Smith, Moore & Co. | 0.12% | 88,674 | $1,846,185 | $1,847,079 | +$894 | +0.05% | |
| Elevation Point Wealth Partners, Llc | 0.03% | 75,733 | $1,587,024 | $1,577,518 | -$9,506 | -0.60% | |
| Invesco Ltd. | 0.00% | 75,453 | $1,570,931 | $1,571,686 | +$755 | +0.05% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 74,633 | $1,553,859 | $1,554,605 | +$746 | +0.05% | |
| Rockefeller Capital Management L.P. | 0.00% | 74,369 | $1,548,369 | $1,549,106 | +$737 | +0.05% | |
| Choreo, Llc | 0.02% | 75,991 | $1,546,796 | $1,582,893 | +$36,097 | +2.33% | |
| Osaic Holdings, Inc. | 0.00% | 71,649 | $1,492,051 | $1,492,449 | +$398 | +0.03% | |
| Lpl Financial Llc | 0.00% | 58,694 | $1,222,008 | $1,222,596 | +$588 | +0.05% | |
| Susquehanna International Group, Llp | 0.00% | 54,663 | $1,138,084 | $1,138,630 | +$546 | +0.05% | |
| Northern Trust Corp | 0.00% | 49,079 | $1,021,825 | $1,022,316 | +$491 | +0.05% | |
| Noble Wealth Management Pbc | 0.45% | 48,675 | $988,103 | $1,013,900 | +$25,797 | +2.61% | |
| 1607 Capital Partners, Llc | 0.08% | 45,419 | $945,624 | $946,078 | +$454 | +0.05% | |
| Sanctuary Advisors, Llc | 0.00% | 42,628 | $887,519 | $887,941 | +$422 | +0.05% | |
| Tocqueville Asset Management L.P. | 0.01% | 36,300 | $755,766 | $756,129 | +$363 | +0.05% | |
| First Foundation Advisors | 0.03% | 35,036 | $729,448 | $729,800 | +$352 | +0.05% | |
| Cetera Investment Advisers | 0.00% | 34,867 | $725,929 | $726,280 | +$351 | +0.05% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 34,828 | $725,119 | $725,467 | +$348 | +0.05% | |
| Concurrent Investment Advisors, Llc | 0.00% | 35,348 | $717,566 | $736,299 | +$18,733 | +2.61% | |
| Atlas Wealth Llc | 0.09% | 31,579 | $657,475 | $657,791 | +$316 | +0.05% | |
| Truist Financial Corp | 0.00% | 32,164 | $652,933 | $669,976 | +$17,043 | +2.61% | |
| Kestra Advisory Services, Llc | 0.00% | 30,787 | $624,986 | $641,293 | +$16,307 | +2.61% | |
| Virtue Asset Management Llc | 0.39% | 27,825 | $564,856 | $579,595 | +$14,739 | +2.61% | |
| Virtu Financial Llc | 0.02% | 24,135 | $502,000 | $502,732 | +$732 | +0.15% | |
| Evolve Private Wealth, Llc | 0.03% | 23,334 | $488,930 | $486,047 | -$2,883 | -0.59% | |
| Oppenheimer & Co Inc | 0.00% | 22,700 | $460,810 | $472,841 | +$12,031 | +2.61% | |
| Arkadios Wealth Advisors | 0.01% | 21,015 | $437,530 | $437,742 | +$212 | +0.05% |
Frequently asked questions about PDX
Who are the largest institutional holders of PDX?
The largest institutional holders of PDX reported in the latest SEC Form 13F filings include Saba Capital Management, L.P., Rivernorth Capital Management, Llc, Thomas J. Herzfeld Advisors, Inc., Wells Fargo & Company/Mn, and Cohen & Steers, Inc.. InsiderSet ranks institutional holders by their latest reported PDX position.
What is PDX institutional ownership?
This page tracks PDX positions reported by institutional investment managers through SEC Form 13F. PIMCO DYNAMIC INCOME STRAT (PDX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own PDX?
InsiderSet currently tracks 106 institutional managers reporting PDX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of PDX shareholders.
How much PDX stock do institutions own?
Institutional investment managers disclosed approximately $444.12M in PDX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was PDX institutional ownership last updated?
The latest PDX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional PDX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its PDX position after the reporting date.
Are institutions buying or selling PDX?
Institutional buying and selling can be analyzed by comparing PDX positions across consecutive 13F reporting periods. InsiderSet's PDX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View PDX ownership changes.
How has PDX institutional ownership changed over time?
InsiderSet tracks PDX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.