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 $383.9M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Jun 30, 2025. 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
- 117
- 0 vs. Q1 2025
- Shares held
- 26.3M
- +898.9K (+3.5%) vs. Q1 2025
- Total value
- $354.5M
- +$3.62M (+1.0%) vs. Q1 2025
- New holders
- 16
- 44 more added
- Sold out
- 16
- 30 more reduced
2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $383.9M |
| Q1 2026 | 137 | $361.1M |
| Q4 2025 | 130 | $384.8M |
| Q3 2025 | 135 | $384.6M |
| Q2 2025 | 117 | $354.5M |
| Q1 2025 | 119 | $351.2M |
| Q4 2024 | 116 | $318.0M |
| Q3 2024 | 105 | $289.9M |
| Q2 2024 | 109 | $286.4M |
| Q1 2024 | 109 | $282.0M |
| Q4 2023 | 112 | $268.8M |
| Q3 2023 | 110 | $254.4M |
| Q2 2023 | 105 | $281.6M |
| Q1 2023 | 103 | $270.2M |
| Q4 2022 | 97 | $288.6M |
| Q3 2022 | 80 | $311.7M |
| Q2 2022 | 79 | $344.6M |
| Q1 2022 | 63 | $398.5M |
| Q4 2021 | 54 | $319.2M |
| Q3 2021 | 50 | $300.8M |
| Q2 2021 | 43 | $266.9M |
| Q1 2021 | 28 | $181.3M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Pension & Wealth Management Advisors, Inc. | 1 | $13 | 0.00% | +1 | Added |
| GPS Wealth Strategies Group, LLC | 73 | $984 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 81 | $1.09K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 142 | $1.91K | 0.00% | +142 | New |
| Toth Financial Advisory Corp | 400 | $5.39K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 484 | $6.00K | 0.01% | +434+868.0% | Added |
| Strategic Investment Solutions, Inc. | 564 | $7.61K | 0.00% | +15+2.7% | Added |
| JPMorgan Chase & Co | 743 | $10.0K | 0.00% | +743 | New |
| Newbridge Financial Services Group, Inc. | 1,000 | $13.5K | 0.00% | +1,000 | New |
| Allworth Financial LP | 1,020 | $13.8K | 0.00% | +1,007+7,746.2% | Added |
| AllSquare Wealth Management LLC | 1,200 | $16.2K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,440 | $19.4K | 0.00% | −1,500−51.0% | Reduced |
| FNY Investment Advisers, LLC | 1,600 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,823 | $24.8K | 0.00% | +50+2.8% | Added |
| CWM, LLC | 2,032 | $27.0K | 0.00% | +13+0.6% | Added |
| Larson Financial Group LLC | 2,034 | $27.4K | 0.00% | +103+5.3% | Added |
| The PNC Financial Services Group, Inc. | 2,200 | $29.7K | 0.00% | −4,300−66.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 2,255 | $30.4K | 0.03% | +2,255 | New |
| CIBC Private Wealth Group, LLC | 2,300 | $31.0K | 0.00% | −2,001−46.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,490 | $33.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,804 | $37.8K | 0.00% | +1,455+107.9% | Added |
| Ameritas Advisory Services, LLC | 3,429 | $46.2K | 0.00% | +3,429 | New |
| Tanglewood Legacy Advisors, LLC | 3,655 | $49.3K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,725 | $50.2K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $51.0K | 0.00% | – | – |
| IFP Advisors, Inc | 5,100 | $68.7K | 0.00% | −12−0.2% | Reduced |
| EverSource Wealth Advisors, LLC | 5,500 | $74.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,533 | $74.6K | 0.00% | −900−14.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 5,600 | $75.5K | 0.00% | −4,313−43.5% | Reduced |
| Harbour Investments, Inc. | 5,610 | $75.6K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 8,083 | $109.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,488 | $114.4K | 0.00% | +2,538+42.7% | Added |
| TD Waterhouse Canada Inc. | 9,618 | $129.5K | 0.00% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 10,000 | $136.1K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 10,100 | $136.1K | 0.02% | −7,200−41.6% | Reduced |
| Scotia Capital Inc. | 10,950 | $147.6K | 0.00% | −1,450−11.7% | Reduced |
| Park National Corp | 10,974 | $147.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,649 | $157.2K | 0.00% | +11,649 | New |
| Crumly & Associates Inc. | 12,500 | $168.5K | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 13,150 | $177.3K | 0.00% | +13,150 | New |
| Onyx Bridge Wealth Group LLC | 13,167 | $177.5K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 13,347 | $179.9K | 0.00% | +13,347 | New |
| National Bank of Canada | 13,500 | $181.6K | 0.00% | −2,740−16.9% | Reduced |
| BlackRock, Inc. | 14,251 | $192.1K | 0.00% | +41+0.3% | Added |
| Carnegie Capital Asset Management, LLC | 15,000 | $202.2K | 0.00% | +15,000 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15,292 | $206.1K | 0.03% | +15,292 | New |
| National Asset Management, Inc. | 15,365 | $207.1K | 0.01% | +503+3.4% | Added |
| MML Investors Services, LLC | 15,753 | $212.0K | 0.00% | −1,108−6.6% | Reduced |
| Optimum Investment Advisors | 16,000 | $215.7K | 0.09% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 16,071 | $216.6K | 0.01% | −1,369−7.8% | Reduced |
| Courier Capital LLC | 16,269 | $219.3K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 19,275 | $259.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 21,517 | $290.0K | 0.04% | +9,945+85.9% | Added |
| NWF Advisory Services Inc. | 23,435 | $315.9K | 0.04% | −4,508−16.1% | Reduced |
| First Foundation Advisors | 24,928 | $336.0K | 0.01% | −4,651−15.7% | Reduced |
| D.A. Davidson & Co. | 25,065 | $337.9K | 0.00% | −2,495−9.1% | Reduced |
| Naviter Wealth, LLC | 25,500 | $347.0K | 0.04% | +25,500 | New |
| PFG Investments, LLC | 27,818 | $375.0K | 0.02% | −2,042−6.8% | Reduced |
| Davenport & Co LLC | 29,850 | $402.4K | 0.00% | −500−1.6% | Reduced |
| Boreal Capital Management LLC | 0 | $403.1K | 0.33% | 0 | New |
| Gridiron Partners, LLC | 29,970 | $404.0K | 0.25% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 31,944 | $430.6K | 0.01% | +2,524+8.6% | Added |
| Tectonic Advisors LLC | 33,206 | $447.6K | 0.03% | +915+2.8% | Added |
| Maridea Wealth Management LLC | 35,574 | $479.5K | 0.12% | +829+2.4% | Added |
| AlphaCore Capital LLC | 35,426 | $482.1K | 0.02% | +35,426 | New |
| Sunbelt Securities, Inc. | 35,507 | $482.5K | 0.04% | −4,620−11.5% | Reduced |
| Kestra Advisory Services, LLC | 35,997 | $485.2K | 0.00% | +5,611+18.5% | Added |
| Atria Wealth Solutions, Inc. | 37,700 | $513.0K | 0.01% | −1,875−4.7% | Reduced |
| McDonald Partners LLC | 39,000 | $525.7K | 0.13% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 42,810 | $577.1K | 0.01% | +1,237+3.0% | Added |
| Stifel Financial Corp | 44,581 | $601.0K | 0.00% | −69,332−60.9% | Reduced |
| RFG Advisory, LLC | 45,778 | $617.1K | 0.01% | +31,760+226.6% | Added |
| Change Path, LLC | 49,750 | $670.6K | 0.02% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 53,347 | $719.1K | 0.08% | −389−0.7% | Reduced |
| Readystate Asset Management LP | 53,375 | $719.5K | 0.03% | +53,375 | New |
| Envestnet Asset Management Inc | 58,065 | $782.7K | 0.00% | +3,638+6.7% | Added |
| Jane Street Group, LLC | 58,285 | $785.7K | 0.00% | +31,894+120.9% | Added |
| Triumph Capital Management | 58,490 | $788.4K | 0.24% | +21,403+57.7% | Added |
| Goldstone Financial Group, LLC | 64,462 | $869.6K | 0.11% | −507−0.8% | Reduced |
| Samalin Investment Counsel, LLC | 73,108 | $985.5K | 0.38% | +1,584+2.2% | Added |
| First Trust Advisors LP | 76,500 | $1.03M | 0.00% | −15,449−16.8% | Reduced |
| Americana Partners, LLC | 79,317 | $1.07M | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 80,892 | $1.09M | 0.02% | +8,842+12.3% | Added |
| Palogic Value Management, L.P. | 86,026 | $1.16M | 0.49% | −1,200−1.4% | Reduced |
| Wedbush Securities Inc | 97,168 | $1.31M | 0.05% | +4,869+5.3% | Added |
| Belpointe Asset Management LLC | 106,389 | $1.43M | 0.06% | −14,045−11.7% | Reduced |
| Independent Financial Group, LLC | 126,269 | $1.70M | 0.05% | −155−0.1% | Reduced |
| GWM Advisors LLC | 126,385 | $1.70M | 0.01% | +105,280+498.8% | Added |
| Venture Visionary Partners LLC | 127,532 | $1.72M | 0.06% | 00.0% | Unchanged |
| Anchor Capital Management Group Inc | 134,500 | $1.81M | 0.84% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 149,773 | $2.02M | 0.16% | +149,773 | New |
| Cetera Investment Advisers | 151,118 | $2.04M | 0.00% | +27,888+22.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 151,654 | $2.04M | 0.01% | +4,239+2.9% | Added |
| Advisor Group Holdings, Inc. | 166,776 | $2.25M | 0.00% | +20,326+13.9% | Added |
| Balyasny Asset Management LLC | 174,862 | $2.36M | 0.01% | +174,862 | New |
| Private Advisor Group, LLC | 200,068 | $2.70M | 0.01% | +29,144+17.1% | Added |
| LPL Financial LLC | 214,737 | $2.89M | 0.00% | −26,113−10.8% | Reduced |
| Capital Investment Advisors, LLC | 216,395 | $2.92M | 0.05% | −4,742−2.1% | Reduced |
| Consolidated Portfolio Review Corp | 224,617 | $3.03M | 0.42% | +8,386+3.9% | Added |