PIMCO Dynamic Income Opportunities Fund
PDO- Exchange
- NYSE
- SEC CIK
- 0001798618
No open-market purchases or sales by PIMCO Dynamic Income Opportunities Fund insiders were filed in the last 90 days; 137 institutions reported holding it in 13F filings for Q2 2026, worth $387.6M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 137
- +4 vs. Q1 2026
- Shares held
- 29.3M
- +1.67M (+6.0%) vs. Q1 2026
- Total value
- $387.6M
- +$30.0M (+8.4%) vs. Q1 2026
- New holders
- 22
- 50 more added
- Sold out
- 18
- 40 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting PDO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 137 | $387.6M |
| Q1 2026 | 137 | $361.1M |
| Q4 2025 | 130 | $384.8M |
| Q3 2025 | 135 | $384.6M |
| Q2 2025 | 117 | $373.1M |
| Q1 2025 | 119 | $351.3M |
| Q4 2024 | 116 | $318.0M |
| Q3 2024 | 105 | $291.1M |
| Q2 2024 | 109 | $286.4M |
| Q1 2024 | 109 | $428.6M |
| Q4 2023 | 112 | $336.7M |
| Q3 2023 | 110 | $254.4M |
| Q2 2023 | 105 | $281.6M |
| Q1 2023 | 103 | $270.2M |
| Q4 2022 | 97 | $296.7M |
| Q3 2022 | 80 | $330.3M |
| Q2 2022 | 79 | $364.0M |
| Q1 2022 | 63 | $424.5M |
| Q4 2021 | 54 | $350.7M |
| Q3 2021 | 50 | $344.5M |
| Q2 2021 | 43 | $313.7M |
| Q1 2021 | 28 | $221.6M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,177,726 | $68.4M | 0.00% | +88,015+1.7% | Added |
| UBS Group AG | 3,641,299 | $48.1M | 0.01% | +75,842+2.1% | Added |
| Royal Bank of Canada | 2,453,583 | $32.4M | 0.01% | +106,389+4.5% | Added |
| Wells Fargo & Company | 2,242,251 | $29.6M | 0.01% | −132,136−5.6% | Reduced |
| Cerity Partners LLC | 1,734,470 | $22.9M | 0.03% | −11,367−0.7% | Reduced |
| Cohen & Steers, Inc. | 1,287,083 | $17.0M | 0.03% | +19,259+1.5% | Added |
| Invesco Ltd. | 1,025,116 | $13.6M | 0.00% | +41,747+4.2% | Added |
| Guggenheim Capital LLC | 842,290 | $11.1M | 0.07% | −23,097−2.7% | Reduced |
| Bank of America Corp | 840,308 | $11.1M | 0.00% | −485−0.1% | Reduced |
| Cercano Management LLC | 783,312 | $10.4M | 1.38% | +783,312 | New |
| Raymond James Financial Inc | 653,870 | $8.64M | 0.00% | −3,693−0.6% | Reduced |
| Commonwealth Equity Services, LLC | 649,618 | $8.59M | 0.01% | −6,911−1.1% | Reduced |
| HighTower Advisors, LLC | 575,315 | $7.61M | 0.01% | +8,323+1.5% | Added |
| Cetera Investment Advisers | 457,620 | $6.05M | 0.01% | +262,038+134.0% | Added |
| LPL Financial LLC | 373,292 | $4.93M | 0.00% | +7,561+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 369,526 | $4.89M | 0.01% | +181,703+96.7% | Added |
| Leavell Investment Management, Inc. | 363,117 | $4.85M | 0.18% | −29,718−7.6% | Reduced |
| J.W. Cole Advisors, Inc. | 357,226 | $4.72M | 0.08% | +357,226 | New |
| Private Advisor Group, LLC | 281,827 | $3.73M | 0.02% | −4,400−1.5% | Reduced |
| International Assets Investment Management, LLC | 279,246 | $3.70M | 0.22% | −47,782−14.6% | Reduced |
| Cornerstone Advisory, LLC | 278,910 | $3.69M | 0.31% | −27,132−8.9% | Reduced |
| Advisor Group Holdings, Inc. | 278,158 | $3.68M | 0.00% | +57,385+26.0% | Added |
| Element Wealth, LLC | 224,130 | $2.96M | 1.11% | −369−0.2% | Reduced |
| Capital Investment Advisors, LLC | 190,567 | $2.52M | 0.03% | −6,423−3.3% | Reduced |
| Venture Visionary Partners LLC | 187,532 | $2.48M | 0.07% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 186,368 | $2.46M | 0.44% | +96,184+106.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 179,552 | $2.39M | 0.00% | +145,963+434.6% | Added |
| Belpointe Asset Management LLC | 163,917 | $2.17M | 0.07% | +56,545+52.7% | Added |
| Estate Planners Group, LLC | 151,164 | $2.00M | 0.90% | −140.0% | Reduced |
| Independent Financial Group, LLC | 125,668 | $1.66M | 0.03% | +1,511+1.2% | Added |
| Sanctuary Advisors, LLC | 110,468 | $1.46M | 0.01% | +99,468+904.3% | Added |
| Wedbush Securities Inc | 110,368 | $1.46M | 0.04% | +11,043+11.1% | Added |
| Concurrent Investment Advisors, LLC | 99,525 | $1.32M | 0.01% | +1,750+1.8% | Added |
| GWM Advisors LLC | 97,171 | $1.28M | 0.00% | −78,702−44.7% | Reduced |
| Triumph Capital Management | 96,752 | $1.28M | 0.23% | +7,118+7.9% | Added |
| Kestra Advisory Services, LLC | 94,942 | $1.26M | 0.00% | +51,784+120.0% | Added |
| Envestnet Asset Management Inc | 86,308 | $1.14M | 0.00% | +39,162+83.1% | Added |
| Shaker Financial Services, LLC | 85,176 | $1.14M | 0.36% | −43,354−33.7% | Reduced |
| Anchor Capital Management Group Inc | 84,500 | $1.12M | 0.77% | −50,000−37.2% | Reduced |
| Americana Partners, LLC | 79,317 | $1.05M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 77,789 | $1.03M | 0.00% | +8,791+12.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 73,472 | $996.4K | 0.00% | −59,300−44.7% | Reduced |
| Susquehanna International Group, LLP | 74,341 | $982.8K | 0.00% | +10,806+17.0% | Added |
| XTX Topco Ltd | 69,240 | $915.4K | 0.01% | +8,972+14.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 66,751 | $882.4K | 0.27% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 62,742 | $829.4K | 0.08% | −1,868−2.9% | Reduced |
| Jane Street Group, LLC | 58,739 | $776.5K | 0.00% | −116,686−66.5% | Reduced |
| RFG Advisory, LLC | 52,833 | $698.5K | 0.01% | +760+1.5% | Added |
| Bramshill Investments, LLC | 52,693 | $696.6K | 0.05% | +577+1.1% | Added |
| AlphaCore Capital LLC | 50,839 | $678.6K | 0.01% | +1,006+2.0% | Added |
| Boreal Capital Management LLC | 0 | $661.5K | 0.49% | – | – |
| Samalin Investment Counsel, LLC | 49,512 | $654.6K | 0.21% | −16,048−24.5% | Reduced |
| HBK Sorce Advisory LLC | 50,000 | $650.5K | 0.01% | 00.0% | Unchanged |
| McDonald Partners LLC | 46,000 | $608.1K | 0.15% | 00.0% | Unchanged |
| Meadowbrook Wealth Management, LLC | 43,270 | $573.8K | 0.62% | +43,270 | New |
| Stifel Financial Corp | 43,080 | $569.5K | 0.00% | −734−1.7% | Reduced |
| Maridea Wealth Management LLC | 41,526 | $549.0K | 0.06% | +4,098+10.9% | Added |
| Rockefeller Capital Management L.P. | 35,541 | $469.9K | 0.00% | −201−0.6% | Reduced |
| Change Path, LLC | 35,501 | $469.3K | 0.01% | −130−0.4% | Reduced |
| Fifth Third Bancorp | 34,791 | $459.9K | 0.00% | +10,995+46.2% | Added |
| Two Sigma Securities, LLC | 31,957 | $422.5K | 0.04% | +31,957 | New |
| Central Trust Co | 31,500 | $416.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 31,420 | $415.4K | 0.00% | −135−0.4% | Reduced |
| Fund Advisors of America Inc | 30,726 | $406.2K | 0.37% | +485+1.6% | Added |
| PFG Investments, LLC | 29,782 | $393.7K | 0.02% | −354−1.2% | Reduced |
| Davenport & Co LLC | 27,988 | $370.0K | 0.00% | −362−1.3% | Reduced |
| MorganRosel Wealth Management, LLC | 27,442 | $362.8K | 0.12% | +27,442 | New |
| Crumly & Associates Inc. | 27,000 | $356.9K | 0.07% | +2,000+8.0% | Added |
| Brookwood Investment Group LLC | 26,947 | $356.2K | 0.04% | +4,576+20.5% | Added |
| Accredited Investors Inc. | 25,000 | $330.5K | 0.01% | +25,000 | New |
| First Foundation Advisors | 24,928 | $329.5K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 22,987 | $303.9K | 0.00% | +214+0.9% | Added |
| Integrity Advisory Solutions, LLC | 21,430 | $283.3K | 0.03% | +21,430 | New |
| AE Wealth Management LLC | 21,148 | $279.6K | 0.00% | +5,646+36.4% | Added |
| NWF Advisory Services Inc. | 20,683 | $273.4K | 0.03% | +4,568+28.3% | Added |
| VestGen Advisors, LLC | 19,823 | $262.1K | 0.01% | +33+0.2% | Added |
| Creative Planning | 19,597 | $259.1K | 0.00% | −2,921−13.0% | Reduced |
| StoneX Group Inc. | 19,350 | $258.0K | 0.01% | −1,805−8.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 19,275 | $254.8K | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 18,500 | $244.6K | 0.20% | −1,500−7.5% | Reduced |
| MML Investors Services, LLC | 18,316 | $242.1K | 0.00% | +65+0.4% | Added |
| Traynor Capital Management, Inc. | 18,197 | $240.6K | 0.01% | +18,197 | New |
| Pensionmark Financial Group, LLC | 17,487 | $227.0K | 0.00% | −572−3.2% | Reduced |
| Scotia Capital Inc. | 16,762 | $221.6K | 0.00% | −250−1.5% | Reduced |
| Courier Capital LLC | 16,269 | $215.1K | 0.01% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 15,000 | $198.3K | 0.10% | −11,433−43.3% | Reduced |
| HRT Financial LP | 14,806 | $195.0K | 0.00% | +14,806 | New |
| Sovran Advisors, LLC | 14,370 | $185.4K | 0.01% | +585+4.2% | Added |
| Perigon Wealth Management, LLC | 14,004 | $185.1K | 0.00% | +327+2.4% | Added |
| Nomura Holdings Inc | 14,000 | $185.1K | 0.00% | +14,000 | New |
| Buska Wealth Management, LLC | 13,733 | $181.5K | 0.07% | −7,414−35.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,167 | $174.1K | 0.02% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 12,942 | $171.1K | 0.00% | +12,942 | New |
| Kingswood Wealth Advisors, LLC | 12,170 | $160.9K | 0.01% | +740+6.5% | Added |
| Mariner, LLC | 11,405 | $150.8K | 0.00% | +11,405 | New |
| Noble Wealth Management PBC | 10,979 | $145.1K | 0.07% | +1,048+10.6% | Added |
| Equitable Holdings, Inc. | 10,831 | $143.2K | 0.00% | +200+1.9% | Added |
| Clearview Wealth Management LLC | 10,813 | $142.9K | 0.09% | −5,541−33.9% | Reduced |
| Beacon Financial Advisory LLC | 10,746 | $142.1K | 0.03% | +107+1.0% | Added |
| BlackRock, Inc. | 10,717 | $141.7K | 0.00% | −40.0% | Reduced |