Pimco Dynamic Income Strategy Fund(PDX)

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Pimco Dynamic Income Strategy Fund(PDX)

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$21.01—

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PDX(PDX)

PDX

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Institutional Ownership

Top 109 Institutional Holders

Holder	Shares	Date	Change	% Held
Cambridge Investment Research Advisors, Inc.	242.58K	Jun 30, 26	-7.42K	0.54%
Rareview Capital LLC	98.72K	Jun 30, 26	+8.71K	0.22%
Noble Wealth Management PBC	51.42K	Jun 30, 26	+20.82K	0.12%
Concurrent Investment Advisors, LLC	34.46K	Jun 30, 26	+9	0.08%
Stolper Co	26.05K	Jun 30, 26	-14.31K	0.06%
Aprio Wealth Management, LLC	19.78K	Jun 30, 26	--	0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	16.21K	Jun 30, 26	-1.98K	0.04%
Abel Hall, LLC	15.00K	Jun 30, 26	--	0.03%
Cornerstone Wealth Management, LLC	14.63K	Jun 30, 26	-786	0.03%
PFG Investments, LLC	12.30K	Jun 30, 26	+12.30K	0.03%
HALBERT HARGROVE GLOBAL ADVISORS, LLC	4.50K	Jun 30, 26	--	0.01%
CoreCap Advisors, LLC	3.48K	Jun 30, 26	-4.99K	0.01%
Spire Wealth Management	875	Jun 30, 26	--	0.00%
FNY Investment Advisers, LLC	500	Jun 30, 26	--	0.00%
HIGHLINE WEALTH PARTNERS LLC	150	Jun 30, 26	--	0.00%
IFP Advisors, Inc	100	Jun 30, 26	-425	0.00%
Farther Finance Advisors, LLC	--	Jun 30, 26	-1.00K	--
Saba Capital Management, L.P.	6.42M	Mar 31, 26	-380.04K	14.35%
Thomas J. Herzfeld Advisors, Inc.	1.25M	Mar 31, 26	-52.37K	2.80%
RIVERNORTH CAPITAL MANAGEMENT, LLC	1.14M	Mar 31, 26	-460.42K	2.55%
COHEN & STEERS, INC.	1.02M	Mar 31, 26	+59.00K	2.29%
UBS Group AG	999.73K	Mar 31, 26	+37.06K	2.24%
ROYAL BANK OF CANADA	978.81K	Mar 31, 26	+18.34K	2.19%
WELLS FARGO & COMPANY/MN	953.64K	Mar 31, 26	+77.49K	2.13%
MORGAN STANLEY	914.80K	Mar 31, 26	+186.04K	2.05%
Williams Jones Wealth Management, LLC.	853.53K	Mar 31, 26	-10.04K	1.91%
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	852.33K	Mar 31, 26	-203.28K	1.91%
BANK OF AMERICA CORP /DE/	772.04K	Mar 31, 26	+149.45K	1.73%
ENVESTNET ASSET MANAGEMENT INC	709.27K	Mar 31, 26	-65.45K	1.59%
Almitas Capital LLC	541.49K	Mar 31, 26	+390.23K	1.21%
HOLLENCREST CAPITAL MANAGEMENT	484.76K	Mar 31, 26	+3.19K	1.08%
Pathstone Holdings, LLC	388.72K	Mar 31, 26	+388.72K	0.87%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	358.92K	Mar 31, 26	--	0.80%
Advisors Asset Management, Inc.	339.03K	Mar 31, 26	+18.11K	0.76%
STIFEL FINANCIAL CORP	331.67K	Mar 31, 26	-108.05K	0.74%
Cambridge Investment Research Advisors, Inc.	250.00K	Mar 31, 26	+55.73K	0.56%
Altium Capital Management LP	157.70K	Mar 31, 26	+6.69K	0.35%
RAYMOND JAMES FINANCIAL INC	149.35K	Mar 31, 26	+86.42K	0.33%
Colony Group, LLC	133.06K	Mar 31, 26	-11.45K	0.30%
FIRST TRUST ADVISORS LP	119.00K	Mar 31, 26	+15.71K	0.27%
CHOREO, LLC	89.63K	Mar 31, 26	-8.29K	0.20%
SMITH, MOORE & CO.	87.57K	Mar 31, 26	+7.74K	0.20%
1607 Capital Partners, LLC	86.17K	Mar 31, 26	-5.35K	0.19%
Vestmark Advisory Solutions, Inc.	75.83K	Mar 31, 26	+294	0.17%
Mount Yale Investment Advisors, LLC	75.83K	Mar 31, 26	+294	0.17%
ADVISOR GROUP HOLDINGS, INC.	66.91K	Mar 31, 26	-11.88K	0.15%
Invesco Ltd.	63.38K	Mar 31, 26	+6.24K	0.14%
Rockefeller Capital Management L.P.	62.12K	Mar 31, 26	-5.80K	0.14%
LPL Financial LLC	53.56K	Mar 31, 26	+8.97K	0.12%
Navis Wealth Advisors, LLC	49.16K	Mar 31, 26	+49.16K	0.11%
NORTHERN TRUST CORP	49.08K	Mar 31, 26	+49.08K	0.11%
TOCQUEVILLE ASSET MANAGEMENT L.P.	36.30K	Mar 31, 26	--	0.08%
FIRST FOUNDATION ADVISORS	35.20K	Mar 31, 26	+22	0.08%
Allspring Global Investments Holdings, LLC	34.83K	Mar 31, 26	--	0.08%
Concurrent Investment Advisors, LLC	34.45K	Mar 31, 26	+34.45K	0.08%
Family Management Corp	34.25K	Mar 31, 26	-11.66K	0.08%
Cetera Investment Advisers	32.14K	Mar 31, 26	-8.69K	0.07%
Sanctuary Advisors, LLC	31.28K	Mar 31, 26	-2.71K	0.07%
Kestra Advisory Services, LLC	31.25K	Mar 31, 26	+28.07K	0.07%
TRUIST FINANCIAL CORP	29.66K	Mar 31, 26	+13.28K	0.07%
HighTower Advisors, LLC	28.28K	Mar 31, 26	-3.20K	0.06%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	24.24K	Mar 31, 26	-4.28K	0.05%
Quantinno Capital Management LP	21.94K	Mar 31, 26	+21.94K	0.05%
WEDBUSH SECURITIES INC	21.70K	Mar 31, 26	+1.20K	0.05%
Arkadios Wealth Advisors	20.77K	Mar 31, 26	+8.78K	0.05%
HARBOUR INVESTMENTS, INC.	19.84K	Mar 31, 26	-3.42K	0.04%
OPPENHEIMER & CO INC	18.50K	Mar 31, 26	+1.89K	0.04%
Cerity Partners LLC	18.05K	Mar 31, 26	+18.05K	0.04%
Essex Financial Services, Inc.	17.75K	Mar 31, 26	--	0.04%
FIFTH THIRD BANCORP	16.30K	Mar 31, 26	+16.30K	0.04%
Janney Montgomery Scott LLC	16.27K	Mar 31, 26	-70	0.04%
ISLAY CAPITAL MANAGEMENT, LLC	16.03K	Mar 31, 26	+152	0.04%
Savvy Advisors, Inc.	15.08K	Mar 31, 26	--	0.03%
COMMONWEALTH EQUITY SERVICES, LLC	14.05K	Mar 31, 26	+1.52K	0.03%
Creative Planning	12.44K	Mar 31, 26	+12.44K	0.03%
Regal Investment Advisors LLC	12.21K	Mar 31, 26	-683	0.03%
BROWN ADVISORY INC	12.02K	Mar 31, 26	+12.02K	0.03%
Allworth Financial LP	10.50K	Mar 31, 26	--	0.02%
SPIREPOINT PRIVATE CLIENT, LLC	10.32K	Mar 31, 26	--	0.02%
ADAPT WEALTH ADVISORS, LLC	10.22K	Mar 31, 26	-200	0.02%
Cynosure Group, LLC	10.16K	Mar 31, 26	+10.16K	0.02%
MAI Capital Management	10.00K	Mar 31, 26	--	0.02%
WILEY BROS.-AINTREE CAPITAL, LLC	9.95K	Mar 31, 26	+9.95K	0.02%
Convergence Financial, LLC	9.55K	Mar 31, 26	+9.55K	0.02%
AWM CAPITAL, LLC	9.51K	Mar 31, 26	+9.51K	0.02%
Steward Partners Investment Advisory, LLC	7.40K	Mar 31, 26	+550	0.02%
Ancora Advisors, LLC	5.00K	Mar 31, 26	--	0.01%
US BANCORP \DE\	3.78K	Mar 31, 26	--	0.01%
VESTOR CAPITAL, LLC	2.50K	Mar 31, 26	+2.15K	0.01%
NewEdge Advisors, LLC	2.07K	Mar 31, 26	+303	0.00%
MPWM ADVISORY SOLUTIONS, LLC	1.97K	Mar 31, 26	--	0.00%
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	1.01K	Mar 31, 26	+350	0.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	625	Mar 31, 26	--	0.00%
Atlantic Union Bankshares Corp	600	Mar 31, 26	--	0.00%
Strategic Wealth Partners, Ltd.	200	Mar 31, 26	--	0.00%
Lloyd Advisory Services, LLC.	--	Mar 31, 26	-6.05K	--
WCG Wealth Advisors LLC	--	Mar 31, 26	-23.98K	--
SUSQUEHANNA INTERNATIONAL GROUP, LLP	--	Mar 31, 26	-11.26K	--
XTX Topco Ltd	--	Mar 31, 26	-15.22K	--
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	--	Mar 31, 26	-25.73K	--
Virtu Financial LLC	--	Mar 31, 26	-18.11K	--
HARRIS ASSOCIATES L P	--	Mar 31, 26	-10.00K	--
CSS LLC/IL	--	Mar 31, 26	-13.46K	--
JANE STREET GROUP, LLC	--	Mar 31, 26	-44.51K	--
Plante Moran Financial Advisors, LLC	--	Mar 31, 26	-1.33K	--
COMERICA BANK	15.02K	Dec 31, 25	-1.70K	0.03%
RAYMOND JAMES & ASSOCIATES	13.12K	Sep 30, 24	-809	0.03%
Relative Value Partners Group, LLC	--	Jun 30, 24	-217.97K	--
Cetera Advisor Networks LLC	27.98K	Mar 31, 24	-119.35K	0.06%

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Holder

Date

Change

% Held

Cambridge Investment Research Advisors, Inc.

242.58K

Jun 30, 26

-7.42K

0.54%

Rareview Capital LLC

98.72K

Jun 30, 26

+8.71K

0.22%

Noble Wealth Management PBC

51.42K

Jun 30, 26

+20.82K

0.12%

Concurrent Investment Advisors, LLC

34.46K

Jun 30, 26

0.08%

Stolper Co

26.05K

Jun 30, 26

-14.31K

0.06%

Aprio Wealth Management, LLC

19.78K

Jun 30, 26

0.04%

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

16.21K

Jun 30, 26

-1.98K

0.04%

Abel Hall, LLC

15.00K

Jun 30, 26

0.03%

Cornerstone Wealth Management, LLC

14.63K

Jun 30, 26

-786

0.03%

PFG Investments, LLC

12.30K

Jun 30, 26

+12.30K

0.03%

HALBERT HARGROVE GLOBAL ADVISORS, LLC

4.50K

Jun 30, 26

0.01%

CoreCap Advisors, LLC

3.48K

Jun 30, 26

-4.99K

0.01%

Spire Wealth Management

875

Jun 30, 26

0.00%

FNY Investment Advisers, LLC

500

Jun 30, 26

0.00%

HIGHLINE WEALTH PARTNERS LLC

150

Jun 30, 26

0.00%

IFP Advisors, Inc

100

Jun 30, 26

-425

0.00%

Farther Finance Advisors, LLC

Jun 30, 26

-1.00K

Saba Capital Management, L.P.

6.42M

Mar 31, 26

-380.04K

14.35%

Thomas J. Herzfeld Advisors, Inc.

1.25M

Mar 31, 26

-52.37K

2.80%

RIVERNORTH CAPITAL MANAGEMENT, LLC

1.14M

Mar 31, 26

-460.42K

2.55%

COHEN & STEERS, INC.

1.02M

Mar 31, 26

+59.00K

2.29%

UBS Group AG

999.73K

Mar 31, 26

+37.06K

2.24%

ROYAL BANK OF CANADA

978.81K

Mar 31, 26

+18.34K

2.19%

WELLS FARGO & COMPANY/MN

953.64K

Mar 31, 26

+77.49K

2.13%

MORGAN STANLEY

914.80K

Mar 31, 26

+186.04K

2.05%

Williams Jones Wealth Management, LLC.

853.53K

Mar 31, 26

-10.04K

1.91%

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

852.33K

Mar 31, 26

-203.28K

1.91%

BANK OF AMERICA CORP /DE/

772.04K

Mar 31, 26

+149.45K

1.73%

ENVESTNET ASSET MANAGEMENT INC

709.27K

Mar 31, 26

-65.45K

1.59%

Almitas Capital LLC

541.49K

Mar 31, 26

+390.23K

1.21%

HOLLENCREST CAPITAL MANAGEMENT

484.76K

Mar 31, 26

+3.19K

1.08%

Pathstone Holdings, LLC

388.72K

Mar 31, 26

+388.72K

0.87%

CITY OF LONDON INVESTMENT MANAGEMENT CO LTD

358.92K

Mar 31, 26

0.80%

Advisors Asset Management, Inc.

339.03K

Mar 31, 26

+18.11K

0.76%

STIFEL FINANCIAL CORP

331.67K

Mar 31, 26

-108.05K

0.74%

Cambridge Investment Research Advisors, Inc.

250.00K

Mar 31, 26

+55.73K

0.56%

Altium Capital Management LP

157.70K

Mar 31, 26

+6.69K

0.35%

RAYMOND JAMES FINANCIAL INC

149.35K

Mar 31, 26

+86.42K

0.33%

Colony Group, LLC

133.06K

Mar 31, 26

-11.45K

0.30%

FIRST TRUST ADVISORS LP

119.00K

Mar 31, 26

+15.71K

0.27%

CHOREO, LLC

89.63K

Mar 31, 26

-8.29K

0.20%

SMITH, MOORE & CO.

87.57K

Mar 31, 26

+7.74K

0.20%

1607 Capital Partners, LLC

86.17K

Mar 31, 26

-5.35K

0.19%

Vestmark Advisory Solutions, Inc.

75.83K

Mar 31, 26

+294

0.17%

Mount Yale Investment Advisors, LLC

75.83K

Mar 31, 26

+294

0.17%

ADVISOR GROUP HOLDINGS, INC.

66.91K

Mar 31, 26

-11.88K

0.15%

Invesco Ltd.

63.38K

Mar 31, 26

+6.24K

0.14%

Rockefeller Capital Management L.P.

62.12K

Mar 31, 26

-5.80K

0.14%

LPL Financial LLC

53.56K

Mar 31, 26

+8.97K

0.12%

Navis Wealth Advisors, LLC

49.16K

Mar 31, 26

+49.16K

0.11%

NORTHERN TRUST CORP

49.08K

Mar 31, 26

+49.08K

0.11%

TOCQUEVILLE ASSET MANAGEMENT L.P.

36.30K

Mar 31, 26

0.08%

FIRST FOUNDATION ADVISORS

35.20K

Mar 31, 26

+22

0.08%

Allspring Global Investments Holdings, LLC

34.83K

Mar 31, 26

0.08%

Concurrent Investment Advisors, LLC

34.45K

Mar 31, 26

+34.45K

0.08%

Family Management Corp

34.25K

Mar 31, 26

-11.66K

0.08%

Cetera Investment Advisers

32.14K

Mar 31, 26

-8.69K

0.07%

Sanctuary Advisors, LLC

31.28K

Mar 31, 26

-2.71K

0.07%

Kestra Advisory Services, LLC

31.25K

Mar 31, 26

+28.07K

0.07%

TRUIST FINANCIAL CORP

29.66K

Mar 31, 26

+13.28K

0.07%

HighTower Advisors, LLC

28.28K

Mar 31, 26

-3.20K

0.06%

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

24.24K

Mar 31, 26

-4.28K

0.05%

Quantinno Capital Management LP

21.94K

Mar 31, 26

+21.94K

0.05%

WEDBUSH SECURITIES INC

21.70K

Mar 31, 26

+1.20K

0.05%

Arkadios Wealth Advisors

20.77K

Mar 31, 26

+8.78K

0.05%

HARBOUR INVESTMENTS, INC.

19.84K

Mar 31, 26

-3.42K

0.04%

OPPENHEIMER & CO INC

18.50K

Mar 31, 26

+1.89K

0.04%

Cerity Partners LLC

18.05K

Mar 31, 26

+18.05K

0.04%

Essex Financial Services, Inc.

17.75K

Mar 31, 26

0.04%

FIFTH THIRD BANCORP

16.30K

Mar 31, 26

+16.30K

0.04%

Janney Montgomery Scott LLC

16.27K

Mar 31, 26

-70

0.04%

ISLAY CAPITAL MANAGEMENT, LLC

16.03K

Mar 31, 26

+152

0.04%

Savvy Advisors, Inc.

15.08K

Mar 31, 26

0.03%

COMMONWEALTH EQUITY SERVICES, LLC

14.05K

Mar 31, 26

+1.52K

0.03%

Creative Planning

12.44K

Mar 31, 26

+12.44K

0.03%

Regal Investment Advisors LLC

12.21K

Mar 31, 26

-683

0.03%

BROWN ADVISORY INC

12.02K

Mar 31, 26

+12.02K

0.03%

Allworth Financial LP

10.50K

Mar 31, 26

0.02%

SPIREPOINT PRIVATE CLIENT, LLC

10.32K

Mar 31, 26

0.02%

ADAPT WEALTH ADVISORS, LLC

10.22K

Mar 31, 26

-200

0.02%

Cynosure Group, LLC

10.16K

Mar 31, 26

+10.16K

0.02%

MAI Capital Management

10.00K

Mar 31, 26

0.02%

WILEY BROS.-AINTREE CAPITAL, LLC

9.95K

Mar 31, 26

+9.95K

0.02%

Convergence Financial, LLC

9.55K

Mar 31, 26

+9.55K

0.02%

AWM CAPITAL, LLC

9.51K

Mar 31, 26

+9.51K

0.02%

Steward Partners Investment Advisory, LLC

7.40K

Mar 31, 26

+550

0.02%

Ancora Advisors, LLC

5.00K

Mar 31, 26

0.01%

US BANCORP \DE\

3.78K

Mar 31, 26

0.01%

VESTOR CAPITAL, LLC

2.50K

Mar 31, 26

+2.15K

0.01%

NewEdge Advisors, LLC

2.07K

Mar 31, 26

+303

0.00%

MPWM ADVISORY SOLUTIONS, LLC

1.97K

Mar 31, 26

0.00%

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

1.01K

Mar 31, 26

+350

0.00%

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

625

Mar 31, 26

0.00%

Atlantic Union Bankshares Corp

600

Mar 31, 26

0.00%

Strategic Wealth Partners, Ltd.

200

Mar 31, 26

0.00%

Lloyd Advisory Services, LLC.

Mar 31, 26

-6.05K

WCG Wealth Advisors LLC

Mar 31, 26

-23.98K

SUSQUEHANNA INTERNATIONAL GROUP, LLP

Mar 31, 26

-11.26K

XTX Topco Ltd

Mar 31, 26

-15.22K

LANDSCAPE CAPITAL MANAGEMENT, L.L.C.

Mar 31, 26

-25.73K

Virtu Financial LLC

Mar 31, 26

-18.11K

HARRIS ASSOCIATES L P

Mar 31, 26

-10.00K

CSS LLC/IL

Mar 31, 26

-13.46K

JANE STREET GROUP, LLC

Mar 31, 26

-44.51K

Plante Moran Financial Advisors, LLC

Mar 31, 26

-1.33K

COMERICA BANK

15.02K

Dec 31, 25

-1.70K

0.03%

RAYMOND JAMES & ASSOCIATES

13.12K

Sep 30, 24

-809

0.03%

Relative Value Partners Group, LLC

Jun 30, 24

-217.97K

Cetera Advisor Networks LLC

27.98K

Mar 31, 24

-119.35K

0.06%