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PIMCO Dynamic Income Strategy Fund

Institutional holders · 13F as of Dec 31, 2025

93 holders

HolderValueShares% of shares
Saba Capital Management, L.P.$127.63M6,796,130—
RIVERNORTH CAPITAL MANAGEMENT, LLC$30.03M1,599,012—
Thomas J. Herzfeld Advisors, Inc.$24.52M1,305,721—
Royal Bank of Canada$21.59M978,814—
Punch & Associates Investment Management, Inc.$18.80M852,325—
UBS Group AG$18.08M962,666—
WELLS FARGO & COMPANY/MN$16.45M876,150—
Williams Jones Wealth Management, LLC.$16.22M863,569—
ENVESTNET ASSET MANAGEMENT INC$14.55M774,725—
Morgan Stanley$13.69M728,761—
BANK OF AMERICA CORP /DE$11.69M622,596—
HOLLENCREST CAPITAL MANAGEMENT$10.69M484,764—
STIFEL FINANCIAL CORP$8.26M439,723—
City of London Investment Management Company Limited$7.92M358,918—
Advisors Asset Management, Inc.$7.48M339,026—
Almitas Capital LLC$2.84M151,260—
Altium Capital Management LLC$2.84M151,007—
Focus Partners Wealth$2.72M144,507—
FIRST TRUST ADVISORS LP$2.63M118,998—
Rareview Capital LLC$1.84M74,510—
CHOREO, LLC$1.83M97,919—
1607 Capital Partners, LLC$1.72M91,512—
ELEVATION POINT WEALTH PARTNERS, LLC$1.65M75,539—
SMITH, MOORE & CO.$1.50M79,822—
OSAIC HOLDINGS, INC.$1.48M78,792—
Vestmark Advisory Solutions, Inc.$1.42M75,539—
Rockefeller Capital Management L.P.$1.28M67,920—
LPL Financial LLC$1.22M58,694—
RAYMOND JAMES FINANCIAL INC$1.18M62,934—
Invesco Ltd.$1.07M57,140—
Family Manage LLC$862.2K45,909—
JANE STREET GROUP, LLC$835.8K44,506—
CFO CAPITAL MANAGEMENT LLC$800.7K42,638—
FIRST FOUNDATION ADVISORS$776.5K35,201—
Cetera Investment Advisers$766.7K40,824—
TOCQUEVILLE ASSET MANAGEMENT L.P.$681.7K36,300—
Allspring Global Investments Holdings, LLC$654.1K34,828—
Sanctuary Advisors, LLC$638.2K33,984—
HighTower Advisors, LLC$591.3K31,483—
VIRTUE ASSET MANAGEMENT LLC$546.8K29,114—
Aprio Wealth Management, LLC$535.7K28,526—
O'SHAUGHNESSY ASSET MANAGEMENT, LLC$535.7K28,526—
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$483.3K25,733—
WCG Wealth Advisors LLC$450.4K23,981—
HARBOUR INVESTMENTS, INC.$436.9K23,266—
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$432.2K22,747—
EVOLVE PRIVATE WEALTH, LLC$410.4K18,755—
Essex Financial Services, Inc.$391.6K17,750—
OPPENHEIMER & CO INC$312.0K16,611—
TRUIST FINANCIAL CORP$307.7K16,387—
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