PIMCO DYNAMIC INCOME STRAT (PDX) Institutional Shareholders
PIMCO DYNAMIC INCOME STRAT (PDX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $424.56M in PDX holdings during the latest filing period.
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 $140.45M, representing an estimated gain of +5.14% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% 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
104
Total Reported Value
$424.56M
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 | $140,448,144 | +$6,865,213 | +5.14% | |
| Rivernorth Capital Management, Llc | 1.09% | 1,101,509 | $22,933,422 | $24,112,032 | +$1,178,610 | +5.14% | |
| Thomas J. Herzfeld Advisors, Inc. | 7.00% | 1,095,075 | $22,799,462 | $23,971,192 | +$1,171,730 | +5.14% | |
| Wells Fargo & Company/Mn | 0.00% | 1,047,230 | $21,803,335 | $22,923,865 | +$1,120,530 | +5.14% | |
| Ubs Group Ag | 0.00% | 1,016,475 | $21,163,010 | $22,250,638 | +$1,087,628 | +5.14% | |
| Royal Bank Of Canada | 0.00% | 1,002,602 | $20,874,000 | $21,946,958 | +$1,072,958 | +5.14% | |
| Morgan Stanley | 0.00% | 879,336 | $18,307,775 | $19,248,665 | +$940,890 | +5.14% | |
| Williams Jones Wealth Management, Llc. | 0.20% | 837,548 | $17,437,749 | $18,333,926 | +$896,177 | +5.14% | |
| Bank Of America Corp | 0.00% | 793,540 | $16,521,504 | $17,370,591 | +$849,087 | +5.14% | |
| Punch & Associates Investment Management, Inc. | 0.72% | 701,289 | $14,600,841 | $15,351,216 | +$750,375 | +5.14% | |
| Envestnet Asset Management Inc | 0.00% | 695,177 | $14,473,588 | $15,217,425 | +$743,837 | +5.14% | |
| Almitas Capital Llc | 2.70% | 541,492 | $11,945,314 | $11,853,260 | -$92,054 | -0.77% | |
| Hollencrest Capital Management | 0.67% | 489,829 | $10,198,236 | $10,722,357 | +$524,121 | +5.14% | |
| Pathstone Holdings, Llc | 0.03% | 388,722 | $8,575,207 | $8,509,125 | -$66,082 | -0.77% | |
| Stifel Financial Corp | 0.01% | 388,769 | $8,094,535 | $8,510,153 | +$415,618 | +5.13% | |
| Advisors Asset Management, Inc. | 0.11% | 341,810 | $7,116,484 | $7,482,221 | +$365,737 | +5.14% | |
| City Of London Investment Management Co Ltd | 0.33% | 263,425 | $5,484,508 | $5,766,373 | +$281,865 | +5.14% | |
| Raymond James Financial Inc | 0.00% | 179,862 | $3,744,739 | $3,937,179 | +$192,440 | +5.14% | |
| Altium Capital Management Llc | 6.92% | 157,700 | $3,283,314 | $3,452,053 | +$168,739 | +5.14% | |
| First Trust Advisors Lp | 0.00% | 116,886 | $2,433,571 | $2,558,635 | +$125,064 | +5.14% | |
| Rareview Capital Llc | 1.36% | 98,718 | $2,433,399 | $2,160,937 | -$272,462 | -11.20% | |
| Focus Partners Wealth | 0.00% | 113,183 | $2,356,481 | $2,477,576 | +$121,095 | +5.14% | |
| Smith, Moore & Co. | 0.12% | 88,674 | $1,846,185 | $1,941,074 | +$94,889 | +5.14% | |
| Choreo, Llc | 0.02% | 79,531 | $1,660,292 | $1,740,934 | +$80,642 | +4.86% | |
| Elevation Point Wealth Partners, Llc | 0.03% | 75,733 | $1,587,024 | $1,657,795 | +$70,771 | +4.46% | |
| Invesco Ltd. | 0.00% | 75,453 | $1,570,931 | $1,651,666 | +$80,735 | +5.14% | |
| Vestmark Advisory Solutions, Inc. | 0.01% | 74,633 | $1,553,859 | $1,633,716 | +$79,857 | +5.14% | |
| Rockefeller Capital Management L.P. | 0.00% | 74,369 | $1,548,369 | $1,627,937 | +$79,568 | +5.14% | |
| Osaic Holdings, Inc. | 0.00% | 71,649 | $1,492,051 | $1,568,397 | +$76,346 | +5.12% | |
| Lpl Financial Llc | 0.00% | 58,694 | $1,222,008 | $1,284,812 | +$62,804 | +5.14% | |
| Susquehanna International Group, Llp | 0.00% | 54,663 | $1,138,084 | $1,196,573 | +$58,489 | +5.14% | |
| Noble Wealth Management Pbc | 0.49% | 51,425 | $1,070,669 | $1,125,693 | +$55,024 | +5.14% | |
| Northern Trust Corp | 0.00% | 49,079 | $1,021,825 | $1,074,339 | +$52,514 | +5.14% | |
| 1607 Capital Partners, Llc | 0.08% | 45,419 | $945,624 | $994,222 | +$48,598 | +5.14% | |
| Sanctuary Advisors, Llc | 0.00% | 42,628 | $887,519 | $933,127 | +$45,608 | +5.14% | |
| Tocqueville Asset Management L.P. | 0.01% | 36,300 | $755,766 | $794,607 | +$38,841 | +5.14% | |
| First Foundation Advisors | 0.03% | 35,036 | $729,448 | $766,938 | +$37,490 | +5.14% | |
| Cetera Investment Advisers | 0.00% | 34,867 | $725,929 | $763,239 | +$37,310 | +5.14% | |
| Allspring Global Investments Holdings, Llc | 0.00% | 34,828 | $725,119 | $762,385 | +$37,266 | +5.14% | |
| Concurrent Investment Advisors, Llc | 0.01% | 34,459 | $717,440 | $754,308 | +$36,868 | +5.14% | |
| Truist Financial Corp | 0.00% | 32,048 | $667,238 | $701,531 | +$34,293 | +5.14% | |
| Atlas Wealth Llc | 0.09% | 31,579 | $657,475 | $691,264 | +$33,789 | +5.14% | |
| Virtue Asset Management Llc | 0.41% | 27,956 | $582,052 | $611,957 | +$29,905 | +5.14% | |
| Hightower Advisors, Llc | 0.00% | 25,994 | $541,195 | $569,009 | +$27,814 | +5.14% | |
| Evolve Private Wealth, Llc | 0.03% | 23,334 | $488,930 | $510,781 | +$21,851 | +4.47% | |
| Oppenheimer & Co Inc | 0.01% | 22,700 | $472,614 | $496,903 | +$24,289 | +5.14% | |
| Arkadios Wealth Advisors | 0.01% | 21,015 | $437,530 | $460,018 | +$22,488 | +5.14% | |
| Aprio Wealth Management, Llc | 0.02% | 19,779 | $411,799 | $432,962 | +$21,163 | +5.14% | |
| O'Shaughnessy Asset Management, Llc | 0.00% | 19,779 | $411,799 | $432,962 | +$21,163 | +5.14% | |
| Harbour Investments, Inc. | 0.01% | 19,075 | $397,142 | $417,552 | +$20,410 | +5.14% |
Frequently asked questions about PDX
Who owns the most PDX stock?
The largest holders of PDX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for PIMCO DYNAMIC INCOME STRAT (PDX).
Is PDX widely held by superinvestors?
Many widely followed stocks like PDX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PDX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.