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, Q3 2025
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Sep 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
- 135
- +19 vs. Q2 2025
- Shares held
- 27.5M
- +1.25M (+4.7%) vs. Q2 2025
- Total value
- $384.6M
- +$30.6M (+8.6%) vs. Q2 2025
- New holders
- 28
- 47 more added
- Sold out
- 9
- 30 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 1 | $14 | 0.00% | −742−99.9% | Reduced |
| Activest Wealth Management | 15 | $199 | 0.00% | +15 | New |
| Ronald Blue Trust, Inc. | 25 | $353 | 0.00% | +25 | New |
| BlackRock, Inc. | 44 | $617 | 0.00% | −14,207−99.7% | Reduced |
| International Assets Investment Management, LLC | 160,833 | $805 | 0.00% | +11,060+7.4% | Added |
| Wealthspire Advisors, LLC | 70 | $989 | 0.00% | +70 | New |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 80 | $1.13K | 0.00% | −1−1.2% | Reduced |
| Whittier Trust Co | 142 | $2.01K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $2.82K | 0.00% | +200 | New |
| Russell Investments Group, Ltd. | 250 | $3.53K | 0.00% | +250 | New |
| Toth Financial Advisory Corp | 400 | $5.65K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 484 | $6.90K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 500 | $7.06K | 0.00% | −1,700−77.3% | Reduced |
| SRS Capital Advisors, Inc. | 500 | $7.06K | 0.00% | +500 | New |
| Strategic Investment Solutions, Inc. | 580 | $8.19K | 0.00% | +16+2.8% | Added |
| Newbridge Financial Services Group, Inc. | 1,000 | $14.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 1,200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,440 | $20.3K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $22.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,881 | $26.6K | 0.00% | +1,881 | New |
| Financial Management Professionals, Inc. | 1,875 | $26.7K | 0.00% | +52+2.9% | Added |
| Larson Financial Group LLC | 1,932 | $27.3K | 0.00% | −102−5.0% | Reduced |
| CIBC Private Wealth Group, LLC | 2,300 | $32.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 2,700 | $38.1K | 0.00% | −729−21.3% | Reduced |
| Aspect Partners, LLC | 2,987 | $42.2K | 0.02% | +2,987 | New |
| Steward Partners Investment Advisory, LLC | 3,090 | $43.6K | 0.00% | +600+24.1% | Added |
| Allworth Financial LP | 3,233 | $45.6K | 0.00% | +2,213+217.0% | Added |
| Principal Securities, Inc. | 3,435 | $48.5K | 0.00% | +631+22.5% | Added |
| Tanglewood Legacy Advisors, LLC | 3,655 | $51.6K | 0.02% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,725 | $52.6K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $53.4K | 0.00% | – | – |
| IFP Advisors, Inc | 5,100 | $72.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 5,610 | $79.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,733 | $81.0K | 0.00% | +200+3.6% | Added |
| Noble Wealth Management PBC | 6,514 | $92.0K | 0.05% | +6,514 | New |
| EverSource Wealth Advisors, LLC | 7,000 | $98.8K | 0.00% | +1,500+27.3% | Added |
| Advisory Services Network, LLC | 7,127 | $100.6K | 0.00% | +7,127 | New |
| Anfield Capital Management, LLC | 7,147 | $100.9K | 0.03% | +7,147 | New |
| CoreCap Advisors, LLC | 7,152 | $101.0K | 0.00% | −1,336−15.7% | Reduced |
| TD Waterhouse Canada Inc. | 7,800 | $110.0K | 0.00% | −1,818−18.9% | Reduced |
| Rockefeller Capital Management L.P. | 7,889 | $111.4K | 0.00% | +7,889 | New |
| Ethos Financial Group, LLC | 10,000 | $142.5K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 10,100 | $142.6K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 10,630 | $150.1K | 0.01% | +10,630 | New |
| Park National Corp | 10,974 | $155.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 10,994 | $155.0K | 0.00% | +8,962+441.0% | Added |
| National Bank of Canada | 11,000 | $155.1K | 0.00% | −2,500−18.5% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,049 | $156.0K | 0.02% | −4,243−27.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 11,299 | $160.4K | 0.00% | −350−3.0% | Reduced |
| Mariner, LLC | 11,422 | $161.3K | 0.00% | +11,422 | New |
| Two Sigma Securities, LLC | 11,737 | $165.7K | 0.02% | +11,737 | New |
| Leigh Baldwin & Co., LLC | 12,280 | $173.4K | 0.10% | +12,280 | New |
| Crumly & Associates Inc. | 12,500 | $176.5K | 0.04% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 13,167 | $185.9K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 13,800 | $194.9K | 0.00% | +5,717+70.7% | Added |
| AE Wealth Management LLC | 14,221 | $200.8K | 0.00% | +874+6.5% | Added |
| Carnegie Capital Asset Management, LLC | 15,000 | $211.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 15,386 | $217.3K | 0.00% | +15,386 | New |
| Tennessee Valley Asset Management Partners | 15,778 | $222.8K | 0.03% | +15,778 | New |
| MML Investors Services, LLC | 15,801 | $223.1K | 0.00% | +48+0.3% | Added |
| Optimum Investment Advisors | 16,000 | $225.9K | 0.09% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 16,000 | $225.9K | 0.01% | +16,000 | New |
| Perigon Wealth Management, LLC | 16,055 | $226.7K | 0.00% | −16−0.1% | Reduced |
| Courier Capital LLC | 16,269 | $229.7K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,358 | $231.0K | 0.00% | +5,408+49.4% | Added |
| Buska Wealth Management, LLC | 16,781 | $236.9K | 0.07% | +16,781 | New |
| National Asset Management, Inc. | 18,267 | $257.9K | 0.01% | +2,902+18.9% | Added |
| HBK Sorce Advisory LLC | 20,000 | $279.6K | 0.01% | +20,000 | New |
| StoneX Group Inc. | 19,687 | $279.7K | 0.01% | +19,687 | New |
| Williams Jones Wealth Management, LLC. | 22,807 | $322.0K | 0.00% | +3,532+18.3% | Added |
| D.A. Davidson & Co. | 23,764 | $335.6K | 0.00% | −1,301−5.2% | Reduced |
| Tectonic Advisors LLC | 24,057 | $339.7K | 0.02% | −9,149−27.6% | Reduced |
| NWF Advisory Services Inc. | 24,253 | $342.5K | 0.04% | +818+3.5% | Added |
| Lowe Brockenbrough & Co Inc | 24,400 | $344.5K | 0.02% | +24,400 | New |
| First Foundation Advisors | 24,928 | $352.0K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 0 | $354.7K | 0.29% | 0 | Unchanged |
| Brookwood Investment Group LLC | 26,221 | $370.2K | 0.05% | +26,221 | New |
| Stratos Wealth Partners, LTD. | 28,764 | $406.2K | 0.00% | −3,180−10.0% | Reduced |
| PFG Investments, LLC | 28,812 | $406.8K | 0.02% | +994+3.6% | Added |
| Gridiron Partners, LLC | 127,724 | $423.2K | 0.24% | +97,754+326.2% | Added |
| Davenport & Co LLC | 31,350 | $442.7K | 0.00% | +1,500+5.0% | Added |
| Meadowbrook Wealth Management, LLC | 32,870 | $464.1K | 0.48% | +32,870 | New |
| Northwestern Mutual Wealth Management Co | 33,404 | $471.7K | 0.00% | +27,804+496.5% | Added |
| Maridea Wealth Management LLC | 35,292 | $478.6K | 0.07% | −282−0.8% | Reduced |
| AlphaCore Capital LLC | 34,435 | $490.6K | 0.02% | −991−2.8% | Reduced |
| Kestra Advisory Services, LLC | 36,427 | $514.3K | 0.00% | +430+1.2% | Added |
| McDonald Partners LLC | 39,000 | $550.7K | 0.16% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 42,008 | $595.1K | 0.01% | +42,008 | New |
| Sunbelt Securities, Inc. | 43,023 | $607.5K | 0.04% | +7,516+21.2% | Added |
| Stifel Financial Corp | 43,596 | $615.6K | 0.00% | −985−2.2% | Reduced |
| Change Path, LLC | 43,750 | $617.8K | 0.02% | −6,000−12.1% | Reduced |
| RFG Advisory, LLC | 45,778 | $646.4K | 0.01% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 52,111 | $735.8K | 0.05% | −1,236−2.3% | Reduced |
| Jane Street Group, LLC | 65,828 | $929.5K | 0.00% | +7,543+12.9% | Added |
| Goldstone Financial Group, LLC | 66,489 | $938.8K | 0.11% | +2,027+3.1% | Added |
| First Trust Advisors LP | 74,773 | $1.06M | 0.00% | −1,727−2.3% | Reduced |
| Samalin Investment Counsel, LLC | 76,228 | $1.08M | 0.37% | +3,120+4.3% | Added |
| Americana Partners, LLC | 79,317 | $1.12M | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 81,005 | $1.14M | 0.31% | +22,515+38.5% | Added |