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, Q4 2025
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Dec 31, 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
- 130
- −3 vs. Q3 2025
- Shares held
- 27.7M
- +268.8K (+1.0%) vs. Q3 2025
- Total value
- $384.8M
- +$436.4K (+0.1%) vs. Q3 2025
- New holders
- 14
- 52 more added
- Sold out
- 17
- 34 more reduced
2 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 1 | $14 | 0.00% | −249−99.6% | Reduced |
| SOA Wealth Advisors, LLC. | 870 | $870 | 0.00% | +870 | New |
| Valley National Advisers Inc | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 80 | $1.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $2.77K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 400 | $5.54K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 500 | $6.92K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $6.92K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 725 | $10.0K | 0.00% | +725 | New |
| SHP Wealth Management | 1,021 | $14.1K | 0.00% | +1,021 | New |
| Allworth Financial LP | 1,029 | $14.2K | 0.00% | −2,204−68.2% | Reduced |
| Aspect Partners, LLC | 1,233 | $17.1K | 0.01% | −1,754−58.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,400 | $19.4K | 0.00% | −1,690−54.7% | Reduced |
| Geneos Wealth Management Inc. | 1,440 | $19.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $22.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,896 | $26.2K | 0.00% | +15+0.8% | Added |
| Larson Financial Group LLC | 1,932 | $26.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,926 | $26.9K | 0.00% | +51+2.7% | Added |
| CIBC Private Wealth Group, LLC | 2,300 | $31.8K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,725 | $51.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,733 | $51.7K | 0.00% | −2,000−34.9% | Reduced |
| Huntington National Bank | – | $52.3K | 0.00% | – | – |
| Activest Wealth Management | 4,945 | $68.4K | 0.01% | +4,930+32,866.7% | Added |
| IFP Advisors, Inc | 5,100 | $70.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6,134 | $84.9K | 0.00% | +524+9.3% | Added |
| CoreCap Advisors, LLC | 6,974 | $96.5K | 0.00% | −178−2.5% | Reduced |
| EverSource Wealth Advisors, LLC | 7,000 | $96.9K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7,147 | $98.9K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,800 | $108.0K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 8,000 | $110.7K | 0.07% | +8,000 | New |
| National Bank of Canada | 8,030 | $111.2K | 0.00% | −2,970−27.0% | Reduced |
| Noble Wealth Management PBC | 8,283 | $114.6K | 0.06% | +1,769+27.2% | Added |
| Essential Investment Partners LLC | 9,300 | $128.7K | 0.12% | +9,300 | New |
| National Asset Management, Inc. | 10,022 | $138.7K | 0.01% | −8,245−45.1% | Reduced |
| Ethos Financial Group, LLC | 10,000 | $139.7K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 10,593 | $146.6K | 0.03% | +10,593 | New |
| Burney Co | 10,600 | $146.7K | 0.00% | +10,600 | New |
| BlackRock, Inc. | 10,762 | $148.9K | 0.00% | +10,718+24,359.1% | Added |
| Park National Corp | 10,974 | $151.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 11,328 | $157.9K | 0.00% | +29+0.3% | Added |
| Clearstead Advisors, LLC | 11,768 | $162.9K | 0.00% | +11,768 | New |
| Kingswood Wealth Advisors, LLC | 12,130 | $167.9K | 0.01% | +1,500+14.1% | Added |
| CWM, LLC | 13,178 | $182.0K | 0.00% | +2,184+19.9% | Added |
| Onyx Bridge Wealth Group LLC | 13,167 | $182.2K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 15,000 | $207.6K | 0.00% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 15,000 | $207.6K | 0.04% | +2,500+20.0% | Added |
| AE Wealth Management LLC | 15,030 | $208.0K | 0.00% | +809+5.7% | Added |
| StoneX Group Inc. | 15,301 | $213.7K | 0.01% | −4,386−22.3% | Reduced |
| Tennessee Valley Asset Management Partners | 15,778 | $218.4K | 0.03% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,937 | $220.6K | 0.00% | +136+0.9% | Added |
| NWF Advisory Services Inc. | 16,008 | $221.6K | 0.02% | −8,245−34.0% | Reduced |
| Perigon Wealth Management, LLC | 16,228 | $224.6K | 0.00% | +173+1.1% | Added |
| Courier Capital LLC | 16,269 | $225.2K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 17,077 | $236.3K | 0.00% | +719+4.4% | Added |
| Two Sigma Securities, LLC | 17,281 | $239.2K | 0.03% | +5,544+47.2% | Added |
| Pensionmark Financial Group, LLC | 17,406 | $240.9K | 0.00% | +17,406 | New |
| VestGen Advisors, LLC | 19,236 | $266.2K | 0.01% | +3,236+20.2% | Added |
| Private Wealth Asset Management, LLC | 19,932 | $275.9K | 0.03% | +19,932 | New |
| Mercer Global Advisors Inc | 20,740 | $287.0K | 0.00% | +20,740 | New |
| Creative Planning | 20,884 | $289.0K | 0.00% | +5,498+35.7% | Added |
| Lowe Brockenbrough & Co Inc | 21,000 | $290.6K | 0.01% | −3,400−13.9% | Reduced |
| Jaffetilchin Investment Partners, LLC | 21,206 | $293.5K | 0.02% | +21,206 | New |
| HBK Sorce Advisory LLC | 21,000 | $295.9K | 0.01% | +1,000+5.0% | Added |
| D.A. Davidson & Co. | 21,633 | $299.4K | 0.00% | −2,131−9.0% | Reduced |
| Buska Wealth Management, LLC | 21,838 | $302.2K | 0.11% | +5,057+30.1% | Added |
| Tectonic Advisors LLC | 22,557 | $312.2K | 0.02% | −1,500−6.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 22,807 | $315.6K | 0.00% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 24,540 | $339.6K | 0.04% | −1,681−6.4% | Reduced |
| First Foundation Advisors | 24,928 | $345.0K | 0.01% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 29,356 | $406.3K | 0.37% | +29,356 | New |
| Gridiron Partners, LLC | 29,970 | $414.8K | 0.24% | −97,754−76.5% | Reduced |
| PFG Investments, LLC | 30,363 | $420.2K | 0.02% | +1,551+5.4% | Added |
| Stratos Wealth Partners, LTD. | 31,234 | $432.3K | 0.00% | +2,470+8.6% | Added |
| Davenport & Co LLC | 31,350 | $433.9K | 0.00% | 00.0% | Unchanged |
| Meadowbrook Wealth Management, LLC | 32,970 | $456.3K | 0.52% | +100+0.3% | Added |
| RSM US Wealth Management LLC | 32,839 | $460.0K | 0.01% | −9,169−21.8% | Reduced |
| Rockefeller Capital Management L.P. | 34,021 | $470.9K | 0.00% | +26,132+331.2% | Added |
| Sunbelt Securities, Inc. | 34,584 | $478.6K | 0.03% | −8,439−19.6% | Reduced |
| Maridea Wealth Management LLC | 35,389 | $489.8K | 0.07% | +97+0.3% | Added |
| Change Path, LLC | 35,500 | $491.3K | 0.01% | −8,250−18.9% | Reduced |
| Stifel Financial Corp | 44,362 | $614.0K | 0.00% | +766+1.8% | Added |
| Kestra Advisory Services, LLC | 44,820 | $620.3K | 0.00% | +8,393+23.0% | Added |
| McDonald Partners LLC | 46,000 | $636.6K | 0.20% | +7,000+17.9% | Added |
| Northwestern Mutual Wealth Management Co | 46,657 | $645.7K | 0.00% | +13,253+39.7% | Added |
| AlphaCore Capital LLC | 48,624 | $679.4K | 0.02% | +14,189+41.2% | Added |
| Bramshill Investments, LLC | 52,448 | $725.9K | 0.04% | +337+0.6% | Added |
| First Trust Advisors LP | 53,027 | $733.9K | 0.00% | −21,746−29.1% | Reduced |
| RFG Advisory, LLC | 53,273 | $737.3K | 0.01% | +7,495+16.4% | Added |
| Goldstone Financial Group, LLC | 66,735 | $923.6K | 0.10% | +246+0.4% | Added |
| Comerica Bank | 72,112 | $998.0K | 0.00% | +58,312+422.6% | Added |
| Boreal Capital Management LLC | 0 | $1.01M | 0.76% | 0 | Unchanged |
| Samalin Investment Counsel, LLC | 73,233 | $1.01M | 0.36% | −2,995−3.9% | Reduced |
| Americana Partners, LLC | 79,317 | $1.10M | 0.03% | 00.0% | Unchanged |
| Triumph Capital Management | 81,195 | $1.12M | 0.24% | +190+0.2% | Added |
| Palogic Value Management, L.P. | 90,184 | $1.25M | 0.54% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 92,725 | $1.28M | 0.01% | +4,050+4.6% | Added |
| Wedbush Securities Inc | 98,845 | $1.37M | 0.04% | −5,046−4.9% | Reduced |
| Jane Street Group, LLC | 101,330 | $1.40M | 0.00% | +35,502+53.9% | Added |
| Belpointe Asset Management LLC | 117,742 | $1.63M | 0.06% | −9,323−7.3% | Reduced |
| Independent Financial Group, LLC | 125,564 | $1.74M | 0.04% | +1,062+0.9% | Added |