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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 89,634 | $1.17M | 0.24% | +8,439+10.4% | Added |
| Navis Wealth Advisors, LLC | 90,524 | $1.17M | 0.60% | +90,524 | New |
| Rivernorth Capital Management, LLC | 95,649 | $1.24M | 0.06% | +95,649 | New |
| Concurrent Investment Advisors, LLC | 97,775 | $1.26M | 0.01% | +5,050+5.4% | Added |
| Wedbush Securities Inc | 99,325 | $1.28M | 0.04% | +480+0.5% | Added |
| Belpointe Asset Management LLC | 107,372 | $1.39M | 0.05% | −10,370−8.8% | Reduced |
| Independent Financial Group, LLC | 124,157 | $1.61M | 0.04% | −1,407−1.1% | Reduced |
| Shaker Financial Services, LLC | 128,530 | $1.66M | 0.58% | +128,530 | New |
| Wiley Bros.-Aintree Capital, LLC | 132,772 | $1.72M | 0.01% | −56,812−30.0% | Reduced |
| Anchor Capital Management Group Inc | 134,500 | $1.74M | 1.21% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 151,178 | $1.95M | 0.94% | −8,666−5.4% | Reduced |
| Jane Street Group, LLC | 175,425 | $2.27M | 0.00% | +74,095+73.1% | Added |
| GWM Advisors LLC | 175,873 | $2.27M | 0.01% | −7,611−4.1% | Reduced |
| Venture Visionary Partners LLC | 187,532 | $2.42M | 0.08% | +60,000+47.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 187,823 | $2.43M | 0.01% | +46,828+33.2% | Added |
| Cetera Investment Advisers | 195,582 | $2.53M | 0.00% | +26,136+15.4% | Added |
| Capital Investment Advisors, LLC | 196,990 | $2.55M | 0.04% | −7,158−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 220,773 | $2.85M | 0.00% | −3,159−1.4% | Reduced |
| Element Wealth, LLC | 224,499 | $2.90M | 1.20% | +810.0% | Added |
| Integrity Wealth Partners, LLC | 233,197 | $3.02M | 2.71% | +233,197 | New |
| Private Advisor Group, LLC | 286,227 | $3.70M | 0.02% | +1,787+0.6% | Added |
| Cornerstone Advisory, LLC | 306,042 | $3.96M | 0.37% | −16,450−5.1% | Reduced |
| International Assets Investment Management, LLC | 327,028 | $4.32M | 0.30% | +54,290+19.9% | Added |
| LPL Financial LLC | 365,731 | $4.73M | 0.00% | +59,229+19.3% | Added |
| Leavell Investment Management, Inc. | 392,835 | $5.13M | 0.21% | +7,283+1.9% | Added |
| HighTower Advisors, LLC | 566,992 | $7.33M | 0.01% | −19,060−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 656,529 | $8.49M | 0.01% | +6,087+0.9% | Added |
| Raymond James Financial Inc | 657,563 | $8.50M | 0.00% | −48,446−6.9% | Reduced |
| Bank of America Corp | 840,793 | $10.9M | 0.00% | +40,810+5.1% | Added |
| Guggenheim Capital LLC | 865,387 | $11.2M | 0.09% | +60,655+7.5% | Added |
| Invesco Ltd. | 983,369 | $12.7M | 0.00% | +54,122+5.8% | Added |
| Cohen & Steers, Inc. | 1,267,824 | $16.4M | 0.03% | +37,254+3.0% | Added |
| Cerity Partners LLC | 1,745,837 | $22.6M | 0.03% | +1,745,837 | New |
| Royal Bank of Canada | 2,347,194 | $30.3M | 0.01% | +152,711+7.0% | Added |
| Wells Fargo & Company | 2,374,387 | $30.7M | 0.01% | −26,978−1.1% | Reduced |
| UBS Group AG | 3,565,457 | $46.1M | 0.01% | +43,630+1.2% | Added |
| Morgan Stanley | 5,089,711 | $65.8M | 0.00% | −307,754−5.7% | Reduced |
| SOL Capital Management CO | 0 | $0 | 0.00% | −1,698,816−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −356,203−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −32,839−100.0% | Sold out |
| Meadowbrook Wealth Management, LLC | 0 | $0 | 0.00% | −32,970−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −22,557−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −21,206−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −17,281−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −11,768−100.0% | Sold out |
| Park National Corp | 0 | $0 | 0.00% | −10,974−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −10,022−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,896−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |