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.
Q4 2025 vs. Q3 2025
How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q3 2025 and Q4 2025.
All holders in Q4 2025All holders in Q3 2025
| Measure | Q3 2025 | Of which not filed for Q4 2025 | Q4 2025 | Change |
|---|---|---|---|---|
| Holders | 135 | 2 | 130 | −3 |
| Shares | 27.5M | 17.2K | 27.7M | +268.8K (+1.0%) |
| Value | $384.6M | $242.9K | $384.8M | +$436.4K (+0.1%) |
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q4 2025 but not at the end of Q3 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Estate Planners Group, LLC | 159,844 | $2.21M | 0.96% |
| Fund Advisors of America Inc | 29,356 | $406.3K | 0.37% |
| Jaffetilchin Investment Partners, LLC | 21,206 | $293.5K | 0.02% |
| Mercer Global Advisors Inc | 20,740 | $287.0K | 0.00% |
| Private Wealth Asset Management, LLC | 19,932 | $275.9K | 0.03% |
| Pensionmark Financial Group, LLC | 17,406 | $240.9K | 0.00% |
| Clearstead Advisors, LLC | 11,768 | $162.9K | 0.00% |
| Burney Co | 10,600 | $146.7K | 0.00% |
| Beacon Financial Advisory LLC | 10,593 | $146.6K | 0.03% |
| Essential Investment Partners LLC | 9,300 | $128.7K | 0.12% |
| Camelot Portfolios, LLC | 8,000 | $110.7K | 0.07% |
| SHP Wealth Management | 1,021 | $14.1K | 0.00% |
| Flagship Harbor Advisors, LLC | 725 | $10.0K | 0.00% |
| SOA Wealth Advisors, LLC. | 870 | $870 | 0.00% |
Sold out (17)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q3 2025 and filed for Q4 2025 without it.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Cercano Management LLC | 1,666,651 | $23.5M |
| Consolidated Portfolio Review Corp | 238,702 | $3.37M |
| Leigh Baldwin & Co., LLC | 12,280 | $173.4K |
| Mariner, LLC | 11,422 | $161.3K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,049 | $156.0K |
| Vivaldi Capital Management, LLC | 10,100 | $142.6K |
| Advisory Services Network, LLC | 7,127 | $100.6K |
| Tanglewood Legacy Advisors, LLC | 3,655 | $51.6K |
| Principal Securities, Inc. | 3,435 | $48.5K |
| Ameritas Advisory Services, LLC | 2,700 | $38.1K |
| Newbridge Financial Services Group, Inc. | 1,000 | $14.1K |
| Strategic Investment Solutions, Inc. | 580 | $8.19K |
| Pin Oak Investment Advisors Inc | 484 | $6.90K |
| Whittier Trust Co | 142 | $2.01K |
| Wealthspire Advisors, LLC | 70 | $989 |
| Ronald Blue Trust, Inc. | 25 | $353 |
| JPMorgan Chase & Co | 1 | $14 |
Not filed for Q4 2025 yet (2)
Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2025 | Value, Q3 2025 |
|---|---|---|
| Optimum Investment Advisors | 16,000 | $225.9K |
| AllSquare Wealth Management LLC | 1,200 | $16.9K |