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, Q1 2026
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Mar 31, 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
- +9 vs. Q4 2025
- Shares held
- 27.9M
- +207.3K (+0.7%) vs. Q4 2025
- Total value
- $361.1M
- −$22.7M (−5.9%) vs. Q4 2025
- New holders
- 25
- 46 more added
- Sold out
- 16
- 37 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,089,711 | $65.8M | 0.00% | −307,754−5.7% | Reduced |
| UBS Group AG | 3,565,457 | $46.1M | 0.01% | +43,630+1.2% | Added |
| Wells Fargo & Company | 2,374,387 | $30.7M | 0.01% | −26,978−1.1% | Reduced |
| Royal Bank of Canada | 2,347,194 | $30.3M | 0.01% | +152,711+7.0% | Added |
| Cerity Partners LLC | 1,745,837 | $22.6M | 0.03% | +1,745,837 | New |
| Cohen & Steers, Inc. | 1,267,824 | $16.4M | 0.03% | +37,254+3.0% | Added |
| Invesco Ltd. | 983,369 | $12.7M | 0.00% | +54,122+5.8% | Added |
| Guggenheim Capital LLC | 865,387 | $11.2M | 0.09% | +60,655+7.5% | Added |
| Bank of America Corp | 840,793 | $10.9M | 0.00% | +40,810+5.1% | Added |
| Raymond James Financial Inc | 657,563 | $8.50M | 0.00% | −48,446−6.9% | Reduced |
| Commonwealth Equity Services, LLC | 656,529 | $8.49M | 0.01% | +6,087+0.9% | Added |
| HighTower Advisors, LLC | 566,992 | $7.33M | 0.01% | −19,060−3.3% | Reduced |
| Leavell Investment Management, Inc. | 392,835 | $5.13M | 0.21% | +7,283+1.9% | Added |
| LPL Financial LLC | 365,731 | $4.73M | 0.00% | +59,229+19.3% | Added |
| International Assets Investment Management, LLC | 327,028 | $4.32M | 0.30% | +54,290+19.9% | Added |
| Cornerstone Advisory, LLC | 306,042 | $3.96M | 0.37% | −16,450−5.1% | Reduced |
| Private Advisor Group, LLC | 286,227 | $3.70M | 0.02% | +1,787+0.6% | Added |
| Integrity Wealth Partners, LLC | 233,197 | $3.02M | 2.71% | +233,197 | New |
| Element Wealth, LLC | 224,499 | $2.90M | 1.20% | +810.0% | Added |
| Advisor Group Holdings, Inc. | 220,773 | $2.85M | 0.00% | −3,159−1.4% | Reduced |
| Capital Investment Advisors, LLC | 196,990 | $2.55M | 0.04% | −7,158−3.5% | Reduced |
| Cetera Investment Advisers | 195,582 | $2.53M | 0.00% | +26,136+15.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 187,823 | $2.43M | 0.01% | +46,828+33.2% | Added |
| Venture Visionary Partners LLC | 187,532 | $2.42M | 0.08% | +60,000+47.0% | Added |
| GWM Advisors LLC | 175,873 | $2.27M | 0.01% | −7,611−4.1% | Reduced |
| Jane Street Group, LLC | 175,425 | $2.27M | 0.00% | +74,095+73.1% | Added |
| Estate Planners Group, LLC | 151,178 | $1.95M | 0.94% | −8,666−5.4% | Reduced |
| Anchor Capital Management Group Inc | 134,500 | $1.74M | 1.21% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 132,772 | $1.72M | 0.01% | −56,812−30.0% | Reduced |
| Shaker Financial Services, LLC | 128,530 | $1.66M | 0.58% | +128,530 | New |
| Independent Financial Group, LLC | 124,157 | $1.61M | 0.04% | −1,407−1.1% | Reduced |
| Belpointe Asset Management LLC | 107,372 | $1.39M | 0.05% | −10,370−8.8% | Reduced |
| Wedbush Securities Inc | 99,325 | $1.28M | 0.04% | +480+0.5% | Added |
| Concurrent Investment Advisors, LLC | 97,775 | $1.26M | 0.01% | +5,050+5.4% | Added |
| Rivernorth Capital Management, LLC | 95,649 | $1.24M | 0.06% | +95,649 | New |
| Navis Wealth Advisors, LLC | 90,524 | $1.17M | 0.60% | +90,524 | New |
| Triumph Capital Management | 89,634 | $1.17M | 0.24% | +8,439+10.4% | Added |
| Palogic Value Management, L.P. | 90,184 | $1.17M | 0.51% | 00.0% | Unchanged |
| Americana Partners, LLC | 79,317 | $1.03M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 68,998 | $892.1K | 0.00% | +22,341+47.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 66,751 | $863.1K | 0.29% | −278,681−80.7% | Reduced |
| Samalin Investment Counsel, LLC | 65,560 | $847.7K | 0.30% | −7,673−10.5% | Reduced |
| Goldstone Financial Group, LLC | 64,610 | $835.4K | 0.09% | −2,125−3.2% | Reduced |
| Susquehanna International Group, LLP | 63,535 | $821.5K | 0.00% | +63,535 | New |
| Sit Investment Associates Inc | 60,514 | $782.0K | 0.02% | +60,514 | New |
| XTX Topco Ltd | 60,268 | $779.3K | 0.01% | +60,268 | New |
| Bramshill Investments, LLC | 52,116 | $673.9K | 0.06% | −332−0.6% | Reduced |
| RFG Advisory, LLC | 52,073 | $673.3K | 0.01% | −1,200−2.3% | Reduced |
| HBK Sorce Advisory LLC | 50,000 | $664.5K | 0.01% | +29,000+138.1% | Added |
| AlphaCore Capital LLC | 49,833 | $650.7K | 0.02% | +1,209+2.5% | Added |
| Boreal Capital Management LLC | – | $647.7K | 0.56% | – | – |
| Envestnet Asset Management Inc | 47,146 | $609.6K | 0.00% | −273,661−85.3% | Reduced |
| McDonald Partners LLC | 46,000 | $594.8K | 0.14% | 00.0% | Unchanged |
| First Trust Advisors LP | 45,224 | $584.7K | 0.00% | −7,803−14.7% | Reduced |
| Logan Stone Capital, LLC | 44,056 | $569.6K | 0.16% | +44,056 | New |
| Stifel Financial Corp | 43,814 | $566.5K | 0.00% | −548−1.2% | Reduced |
| Kestra Advisory Services, LLC | 43,158 | $558.0K | 0.00% | −1,662−3.7% | Reduced |
| Maridea Wealth Management LLC | 37,428 | $483.9K | 0.07% | +2,039+5.8% | Added |
| Rockefeller Capital Management L.P. | 35,742 | $462.2K | 0.00% | +1,721+5.1% | Added |
| Change Path, LLC | 35,631 | $460.7K | 0.01% | +131+0.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,589 | $444.4K | 0.00% | +22,261+196.5% | Added |
| Stratos Wealth Partners, LTD. | 31,555 | $408.0K | 0.00% | +321+1.0% | Added |
| Central Trust Co | 31,500 | $407.3K | 0.01% | +31,500 | New |
| Fund Advisors of America Inc | 30,241 | $391.0K | 0.40% | +885+3.0% | Added |
| PFG Investments, LLC | 30,136 | $389.7K | 0.02% | −227−0.7% | Reduced |
| Davenport & Co LLC | 28,350 | $366.6K | 0.00% | −3,000−9.6% | Reduced |
| Shay Capital LLC | 27,720 | $358.4K | 0.05% | +27,720 | New |
| Gridiron Partners, LLC | 26,433 | $341.8K | 0.21% | −3,537−11.8% | Reduced |
| West Michigan Advisors, LLC | 25,000 | $326.4K | 0.07% | +25,000 | New |
| Crumly & Associates Inc. | 25,000 | $323.3K | 0.07% | +10,000+66.7% | Added |
| First Foundation Advisors | 24,928 | $322.3K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23,796 | $307.7K | 0.00% | +23,796 | New |
| CWM, LLC | 23,236 | $300.4K | 0.00% | +10,058+76.3% | Added |
| D.A. Davidson & Co. | 22,773 | $294.5K | 0.00% | +1,140+5.3% | Added |
| Creative Planning | 22,518 | $291.2K | 0.00% | +1,634+7.8% | Added |
| Brookwood Investment Group LLC | 22,371 | $289.3K | 0.04% | −2,169−8.8% | Reduced |
| StoneX Group Inc. | 21,155 | $275.5K | 0.01% | +5,854+38.3% | Added |
| Buska Wealth Management, LLC | 21,147 | $273.4K | 0.11% | −691−3.2% | Reduced |
| Private Wealth Asset Management, LLC | 20,484 | $264.9K | 0.03% | +552+2.8% | Added |
| Essential Investment Partners LLC | 20,000 | $258.6K | 0.24% | +10,700+115.1% | Added |
| VestGen Advisors, LLC | 19,790 | $256.1K | 0.01% | +554+2.9% | Added |
| Williams Jones Wealth Management, LLC. | 19,275 | $249.2K | 0.00% | −3,532−15.5% | Reduced |
| MML Investors Services, LLC | 18,251 | $236.0K | 0.00% | +2,314+14.5% | Added |
| Pensionmark Financial Group, LLC | 18,059 | $233.5K | 0.00% | +653+3.8% | Added |
| Scotia Capital Inc. | 17,012 | $220.0K | 0.00% | −65−0.4% | Reduced |
| Clearview Wealth Management LLC | 16,354 | $211.5K | 0.15% | +16,354 | New |
| Courier Capital LLC | 16,269 | $210.4K | 0.01% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 16,115 | $208.4K | 0.02% | +107+0.7% | Added |
| IHT Wealth Management, LLC | 15,982 | $206.6K | 0.00% | +15,982 | New |
| Tennessee Valley Asset Management Partners | 15,778 | $204.0K | 0.03% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,502 | $200.4K | 0.00% | +472+3.1% | Added |
| Carnegie Capital Asset Management, LLC | 15,000 | $193.9K | 0.00% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 13,785 | $184.3K | 0.01% | +13,785 | New |
| Perigon Wealth Management, LLC | 13,677 | $176.8K | 0.00% | −2,551−15.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,167 | $170.2K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 12,553 | $162.3K | 0.00% | −8,187−39.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 12,050 | $155.8K | 0.01% | −8,950−42.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 11,430 | $147.8K | 0.01% | −700−5.8% | Reduced |
| Equitable Holdings, Inc. | 10,631 | $146.6K | 0.00% | +10,631 | New |
| Gateway Wealth Partners, LLC | 11,222 | $145.1K | 0.01% | +11,222 | New |