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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 870 | $870 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 80 | $1.03K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $2.59K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 300 | $3.96K | 0.00% | +300 | New |
| Caldwell Sutter Capital, Inc. | 330 | $4.27K | 0.00% | +330 | New |
| Toth Financial Advisory Corp | 400 | $5.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 500 | $6.46K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 547 | $7.07K | 0.00% | +547 | New |
| SHP Wealth Management | 842 | $10.9K | 0.00% | −179−17.5% | Reduced |
| Allworth Financial LP | 1,029 | $13.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,269 | $16.4K | 0.01% | +36+2.9% | Added |
| Geneos Wealth Management Inc. | 1,440 | $18.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,533 | $19.8K | 0.00% | −4,601−75.0% | Reduced |
| FNY Investment Advisers, LLC | 1,600 | $20.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,932 | $25.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,980 | $25.9K | 0.00% | +54+2.8% | Added |
| CoreCap Advisors, LLC | 2,803 | $36.2K | 0.00% | −4,171−59.8% | Reduced |
| Sunbelt Securities, Inc. | 3,000 | $38.8K | 0.00% | −31,584−91.3% | Reduced |
| Advisory Services Network, LLC | 3,377 | $43.7K | 0.00% | +3,377 | New |
| Osbon Capital Management LLC | 3,604 | $46.6K | 0.04% | +3,604 | New |
| Bank of New Hampshire | 3,725 | $48.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 3,733 | $48.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,750 | $48.5K | 0.00% | +2,350+167.9% | Added |
| Huntington National Bank | – | $48.9K | 0.00% | – | – |
| Activest Wealth Management | 4,945 | $63.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,500 | $71.1K | 0.00% | +400+7.8% | Added |
| EverSource Wealth Advisors, LLC | 7,000 | $90.5K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 7,147 | $92.4K | 0.03% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,800 | $103.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8,030 | $105.1K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 9,931 | $128.4K | 0.07% | +1,648+19.9% | Added |
| Ethos Financial Group, LLC | 10,000 | $130.6K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 10,205 | $132.0K | 0.00% | +10,205 | New |
| Burney Co | 10,600 | $137.1K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 10,639 | $137.6K | 0.03% | +46+0.4% | Added |
| BlackRock, Inc. | 10,721 | $138.6K | 0.00% | −41−0.4% | Reduced |
| Sanctuary Advisors, LLC | 11,000 | $142.2K | 0.00% | +11,000 | New |
| Gateway Wealth Partners, LLC | 11,222 | $145.1K | 0.01% | +11,222 | New |
| Equitable Holdings, Inc. | 10,631 | $146.6K | 0.00% | +10,631 | New |
| Kingswood Wealth Advisors, LLC | 11,430 | $147.8K | 0.01% | −700−5.8% | Reduced |
| Lowe Brockenbrough & Co Inc | 12,050 | $155.8K | 0.01% | −8,950−42.6% | Reduced |
| Mercer Global Advisors Inc | 12,553 | $162.3K | 0.00% | −8,187−39.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 13,167 | $170.2K | 0.02% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,677 | $176.8K | 0.00% | −2,551−15.7% | Reduced |
| Sovran Advisors, LLC | 13,785 | $184.3K | 0.01% | +13,785 | New |
| Carnegie Capital Asset Management, LLC | 15,000 | $193.9K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,502 | $200.4K | 0.00% | +472+3.1% | Added |
| Tennessee Valley Asset Management Partners | 15,778 | $204.0K | 0.03% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 15,982 | $206.6K | 0.00% | +15,982 | New |
| NWF Advisory Services Inc. | 16,115 | $208.4K | 0.02% | +107+0.7% | Added |
| Courier Capital LLC | 16,269 | $210.4K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Management LLC | 16,354 | $211.5K | 0.15% | +16,354 | New |
| Scotia Capital Inc. | 17,012 | $220.0K | 0.00% | −65−0.4% | Reduced |
| Pensionmark Financial Group, LLC | 18,059 | $233.5K | 0.00% | +653+3.8% | Added |
| MML Investors Services, LLC | 18,251 | $236.0K | 0.00% | +2,314+14.5% | Added |
| Williams Jones Wealth Management, LLC. | 19,275 | $249.2K | 0.00% | −3,532−15.5% | Reduced |
| VestGen Advisors, LLC | 19,790 | $256.1K | 0.01% | +554+2.9% | Added |
| Essential Investment Partners LLC | 20,000 | $258.6K | 0.24% | +10,700+115.1% | Added |
| Private Wealth Asset Management, LLC | 20,484 | $264.9K | 0.03% | +552+2.8% | Added |
| Buska Wealth Management, LLC | 21,147 | $273.4K | 0.11% | −691−3.2% | Reduced |
| StoneX Group Inc. | 21,155 | $275.5K | 0.01% | +5,854+38.3% | Added |
| Brookwood Investment Group LLC | 22,371 | $289.3K | 0.04% | −2,169−8.8% | Reduced |
| Creative Planning | 22,518 | $291.2K | 0.00% | +1,634+7.8% | Added |
| D.A. Davidson & Co. | 22,773 | $294.5K | 0.00% | +1,140+5.3% | Added |
| CWM, LLC | 23,236 | $300.4K | 0.00% | +10,058+76.3% | Added |
| Fifth Third Bancorp | 23,796 | $307.7K | 0.00% | +23,796 | New |
| First Foundation Advisors | 24,928 | $322.3K | 0.01% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 25,000 | $323.3K | 0.07% | +10,000+66.7% | Added |
| West Michigan Advisors, LLC | 25,000 | $326.4K | 0.07% | +25,000 | New |
| Gridiron Partners, LLC | 26,433 | $341.8K | 0.21% | −3,537−11.8% | Reduced |
| Shay Capital LLC | 27,720 | $358.4K | 0.05% | +27,720 | New |
| Davenport & Co LLC | 28,350 | $366.6K | 0.00% | −3,000−9.6% | Reduced |
| PFG Investments, LLC | 30,136 | $389.7K | 0.02% | −227−0.7% | Reduced |
| Fund Advisors of America Inc | 30,241 | $391.0K | 0.40% | +885+3.0% | Added |
| Central Trust Co | 31,500 | $407.3K | 0.01% | +31,500 | New |
| Stratos Wealth Partners, LTD. | 31,555 | $408.0K | 0.00% | +321+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 33,589 | $444.4K | 0.00% | +22,261+196.5% | Added |
| Change Path, LLC | 35,631 | $460.7K | 0.01% | +131+0.4% | Added |
| Rockefeller Capital Management L.P. | 35,742 | $462.2K | 0.00% | +1,721+5.1% | Added |
| Maridea Wealth Management LLC | 37,428 | $483.9K | 0.07% | +2,039+5.8% | Added |
| Kestra Advisory Services, LLC | 43,158 | $558.0K | 0.00% | −1,662−3.7% | Reduced |
| Stifel Financial Corp | 43,814 | $566.5K | 0.00% | −548−1.2% | Reduced |
| Logan Stone Capital, LLC | 44,056 | $569.6K | 0.16% | +44,056 | New |
| First Trust Advisors LP | 45,224 | $584.7K | 0.00% | −7,803−14.7% | Reduced |
| McDonald Partners LLC | 46,000 | $594.8K | 0.14% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 47,146 | $609.6K | 0.00% | −273,661−85.3% | Reduced |
| Boreal Capital Management LLC | – | $647.7K | 0.56% | – | – |
| AlphaCore Capital LLC | 49,833 | $650.7K | 0.02% | +1,209+2.5% | Added |
| HBK Sorce Advisory LLC | 50,000 | $664.5K | 0.01% | +29,000+138.1% | Added |
| RFG Advisory, LLC | 52,073 | $673.3K | 0.01% | −1,200−2.3% | Reduced |
| Bramshill Investments, LLC | 52,116 | $673.9K | 0.06% | −332−0.6% | Reduced |
| XTX Topco Ltd | 60,268 | $779.3K | 0.01% | +60,268 | New |
| Sit Investment Associates Inc | 60,514 | $782.0K | 0.02% | +60,514 | New |
| Susquehanna International Group, LLP | 63,535 | $821.5K | 0.00% | +63,535 | New |
| Goldstone Financial Group, LLC | 64,610 | $835.4K | 0.09% | −2,125−3.2% | Reduced |
| Samalin Investment Counsel, LLC | 65,560 | $847.7K | 0.30% | −7,673−10.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 66,751 | $863.1K | 0.29% | −278,681−80.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 68,998 | $892.1K | 0.00% | +22,341+47.9% | Added |
| Americana Partners, LLC | 79,317 | $1.03M | 0.03% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 90,184 | $1.17M | 0.51% | 00.0% | Unchanged |