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PDX

PIMCO Dynamic Income Strategy Fund

Company with tickers: PDX

CIK
1756908
CUSIP
69346N107
Shares Outstanding
44,706,947
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 94
Total Value: $437,137,493
Total Shares: 19,815,845

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 94 13F filers · Δ vs Dec 31, 2025
Top Holder
32.4%
−0.1 pts
Top 5
54.7%
−1.4 pts
Top 10
76.6%
−0.7 pts
HHI
1,300
Broadly held −20

Quarterly Activity

vs Dec 31, 2025
New
90
Increased
0
Decreased
2
Sold Out
89
Unchanged
2
Holder count: +1
Institutional value: +11.3%
Shares held: -5.2%

Top Buyers

vs Dec 31, 2025
No qualifying movers this quarter.

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Micro CFO CAPITAL MANAGEMENT LLC −28,991 13,647
Large Rockefeller Capital Management L.P. −5,800 62,120

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mid Saba Capital Management, L.P. 6,416,087 $141,538,879
Small Thomas J. Herzfeld Advisors, Inc. 1,253,348 $27,648,856
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC 1,138,597 $25,117,449
Large COHEN & STEERS, INC. 1,021,789 $22,540,665
Mega UBS Group AG 999,725 $22,053,933

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mid Saba Capital Management, L.P. 6,796,130 $127,631,321
Mid RiverNorth Capital Management, LLC 1,599,012 $30,029,445
Small Thomas J. Herzfeld Advisors, Inc. 1,305,721 $24,521,440
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1,055,601 $19,824,186
Large COHEN & STEERS, INC. 962,789 $18,081,177
94 of 94 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mid Saba Capital Management, L.P. $141,538,879 32.38% 6,416,087 View
Small Thomas J. Herzfeld Advisors, Inc. $27,648,856 6.32% 1,253,348 View
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $25,117,449 5.75% 1,138,597 View
Large COHEN & STEERS, INC. $22,540,665 5.16% 1,021,789 View
Mega UBS Group AG $22,053,933 5.05% 999,725 View
Mega ROYAL BANK OF CANADA $21,592,635 4.94% 978,814 View
Mega WELLS FARGO & COMPANY/MN $21,037,363 4.81% 953,643 View
Mid Williams Jones Wealth Management, LLC. $18,828,871 4.31% 853,530 View
Mid PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. $18,802,289 4.30% 852,325 View
Mega ENVESTNET ASSET MANAGEMENT INC $15,646,584 3.58% 709,274 View
Small Almitas Capital LLC $11,945,313 2.73% 541,492 View
Mid HOLLENCREST CAPITAL MANAGEMENT $10,693,893 2.45% 484,764 View
Large Pathstone Holdings, LLC $8,575,207 1.96% 388,722 View
Mid CITY OF LONDON INVESTMENT MANAGEMENT CO LTD $7,917,731 1.81% 358,918 View
Large STIFEL FINANCIAL CORP $7,316,728 1.67% 331,674 View
Large Cambridge Investment Research Advisors, Inc. $5,515,000 1.26% 250,000 View
Micro Altium Capital Management LLC $3,478,862 0.80% 157,700 View
Mega RAYMOND JAMES FINANCIAL INC $3,294,704 0.75% 149,352 View
Large Focus Partners Wealth $2,935,193 0.67% 133,055 View
Mega FIRST TRUST ADVISORS LP $2,625,095 0.60% 118,998 View
Small Rareview Capital LLC $1,985,488 0.45% 90,004 View
Mid CHOREO, LLC $1,977,259 0.45% 89,631 View
Small SMITH, MOORE & CO. $1,931,705 0.44% 87,566 View
Small 1607 Capital Partners, LLC $1,900,799 0.43% 86,165 View
Mid Vestmark Advisory Solutions, Inc. $1,672,875 0.38% 75,833 View
Mid ELEVATION POINT WEALTH PARTNERS, LLC $1,672,875 0.38% 75,833 View
Mid OSAIC HOLDINGS, INC. $1,436,304 0.33% 65,109 View
Mega Invesco Ltd. $1,398,118 0.32% 63,378 View
Large Rockefeller Capital Management L.P. $1,370,366 0.31% 62,120 View
Mega LPL Financial LLC $1,181,489 0.27% 53,558 View
Mid NORTHERN TRUST CORP $1,082,682 0.25% 49,079 View
Small Stolper Co $890,275 0.20% 40,357 View
Mid TOCQUEVILLE ASSET MANAGEMENT L.P. $800,778 0.18% 36,300 View
Mid FIRST FOUNDATION ADVISORS $776,533 0.18% 35,201 View
Large Allspring Global Investments Holdings, LLC $768,305 0.18% 34,828 View
Mid Concurrent Investment Advisors, LLC $759,966 0.17% 34,450 View
Small Family Manage LLC $755,599 0.17% 34,252 View
Large Cetera Investment Advisers $708,920 0.16% 32,136 View
Mid Sanctuary Advisors, LLC $689,970 0.16% 31,277 View
Large Kestra Advisory Services, LLC $689,441 0.16% 31,253 View
Small Noble Wealth Management PBC $675,036 0.15% 30,600 View
Large TRUIST FINANCIAL CORP $654,409 0.15% 29,665 View
Large HighTower Advisors, LLC $623,900 0.14% 28,282 View
Micro VIRTUE ASSET MANAGEMENT LLC $616,709 0.14% 27,956 View
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $534,822 0.12% 24,244 View
Mid EVOLVE PRIVATE WEALTH, LLC $528,226 0.12% 23,945 View
Mid WEDBUSH SECURITIES INC $478,702 0.11% 21,700 View
Mid HARBOUR INVESTMENTS, INC. $437,758 0.10% 19,844 View
Small Aprio Wealth Management, LLC $436,324 0.10% 19,779 View
Mid OPPENHEIMER & CO INC $408,176 0.09% 18,503 View
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $401,249 0.09% 18,189 View
Large Cerity Partners LLC $398,160 0.09% 18,049 View
Small Essex Financial Services, Inc. $391,565 0.09% 17,750 View
Micro Investment Management Trust, LLC $369,284 0.08% 16,740 View
Large FIFTH THIRD BANCORP $359,600 0.08% 16,301 View
Large Janney Montgomery Scott LLC $359,026 0.08% 16,275 View
Micro ISLAY CAPITAL MANAGEMENT, LLC $353,577 0.08% 16,028 View
Small Cornerstone Wealth Management, LLC $340,187 0.08% 15,421 View
Mid Savvy Advisors, Inc. $332,642 0.08% 15,079 View
Small Abel Hall, LLC $330,900 0.08% 15,000 View
Large COMMONWEALTH EQUITY SERVICES, LLC $309,876 0.07% 14,047 View
Micro CFO CAPITAL MANAGEMENT LLC $301,052 0.07% 13,647 View
Small Flatrock Wealth Partners LLC $299,464 0.07% 13,575 View
Large Creative Planning $274,492 0.06% 12,443 View
Small Regal Investment Advisors LLC $269,264 0.06% 12,206 View
Large BROWN ADVISORY INC $265,205 0.06% 12,022 View
Mid Allworth Financial LP $231,630 0.05% 10,500 View
Small SPIREPOINT PRIVATE CLIENT, LLC $227,681 0.05% 10,321 View
Micro ADAPT WEALTH ADVISORS, LLC $225,541 0.05% 10,224 View
Small Cynosure Group, LLC $224,085 0.05% 10,158 View
Mid MAI Capital Management $220,600 0.05% 10,000 View
Large &PARTNERS $219,386 0.05% 9,945 View
Small Convergence Financial, LLC $210,606 0.05% 9,547 View
Micro AWM CAPITAL, LLC $209,724 0.05% 9,507 View
Small CoreCap Advisors, LLC $186,782 0.04% 8,467 View
Large Steward Partners Investment Advisory, LLC $163,177 0.04% 7,397 View
Mega MORGAN STANLEY $155,500 0.04% 7,049 View
Micro KERR FINANCIAL PLANNING Corp $100,130 0.02% 4,539 View
Micro HALBERT HARGROVE GLOBAL ADVISORS, LLC $99,270 0.02% 4,500 View
Large US BANCORP \DE\ $83,452 0.02% 3,783 View
Small VESTOR CAPITAL, LLC $55,150 0.01% 2,500 View
Micro MPWM ADVISORY SOLUTIONS, LLC $43,347 0.01% 1,965 View
Micro Cornerstone National Bank & Trust Co $33,090 0.01% 1,500 View
Small BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC $22,258 0.01% 1,009 View
Mid Farther Finance Advisors, LLC $22,060 0.01% 1,000 View
Micro Wealth Science Advisors LLC $21,265 0.00% 964 View
Small Spire Wealth Management $19,302 0.00% 875 View
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $13,787 0.00% 625 View
Mid Atlantic Union Bankshares Corp $13,236 0.00% 600 View
Mid IFP Advisors, Inc $11,581 0.00% 525 View
Small FNY Investment Advisers, LLC $11,030 0.00% 500 View
Small Strategic Wealth Partners, Ltd. $4,412 0.00% 200 View
Small HIGHLINE WEALTH PARTNERS LLC $3,309 0.00% 150 View
Small SHP Wealth Management $1,500 0.00% 68 View

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