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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.

Institutional holdersQ1 2026: 137 institutions
Q1 2021: 28 institutionsQ2 2021: 43 institutionsQ3 2021: 50 institutionsQ4 2021: 54 institutionsQ1 2022: 63 institutionsQ2 2022: 79 institutionsQ3 2022: 80 institutionsQ4 2022: 97 institutionsQ1 2023: 103 institutionsQ2 2023: 105 institutionsQ3 2023: 110 institutionsQ4 2023: 112 institutionsQ1 2024: 109 institutionsQ2 2024: 109 institutionsQ3 2024: 105 institutionsQ4 2024: 116 institutionsQ1 2025: 119 institutionsQ2 2025: 117 institutionsQ3 2025: 135 institutionsQ4 2025: 130 institutionsQ1 2026: 137 institutionsQ2 2026: 137 institutions
Value heldQ1 2026: $361.1M
Q1 2021: $181.3MQ2 2021: $266.9MQ3 2021: $300.8MQ4 2021: $319.2MQ1 2022: $398.5MQ2 2022: $344.6MQ3 2022: $311.7MQ4 2022: $288.6MQ1 2023: $270.2MQ2 2023: $281.6MQ3 2023: $254.4MQ4 2023: $268.8MQ1 2024: $282.0MQ2 2024: $286.4MQ3 2024: $289.9MQ4 2024: $318.0MQ1 2025: $351.2MQ2 2025: $354.5MQ3 2025: $384.6MQ4 2025: $384.8MQ1 2026: $361.1MQ2 2026: $383.9M
Institutions holding PDO and their total value by quarter
QuarterHoldersValue
Q2 2026137$383.9M
Q1 2026137$361.1M
Q4 2025130$384.8M
Q3 2025135$384.6M
Q2 2025117$354.5M
Q1 2025119$351.2M
Q4 2024116$318.0M
Q3 2024105$289.9M
Q2 2024109$286.4M
Q1 2024109$282.0M
Q4 2023112$268.8M
Q3 2023110$254.4M
Q2 2023105$281.6M
Q1 2023103$270.2M
Q4 202297$288.6M
Q3 202280$311.7M
Q2 202279$344.6M
Q1 202263$398.5M
Q4 202154$319.2M
Q3 202150$300.8M
Q2 202143$266.9M
Q1 202128$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.

Institutions holding PDO in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Sanctuary Advisors, LLC11,000$142.2K0.00%+11,000New
BlackRock, Inc.10,721$138.6K0.00%−41−0.4%Reduced
Beacon Financial Advisory LLC10,639$137.6K0.03%+46+0.4%Added
Burney Co10,600$137.1K0.00%00.0%Unchanged
TCG Advisory Services, LLC10,205$132.0K0.00%+10,205New
Ethos Financial Group, LLC10,000$130.6K0.01%00.0%Unchanged
Noble Wealth Management PBC9,931$128.4K0.07%+1,648+19.9%Added
National Bank of Canada8,030$105.1K0.00%00.0%Unchanged
TD Waterhouse Canada Inc.7,800$103.0K0.00%00.0%Unchanged
Anfield Capital Management, LLC7,147$92.4K0.03%00.0%Unchanged
EverSource Wealth Advisors, LLC7,000$90.5K0.00%00.0%Unchanged
IFP Advisors, Inc5,500$71.1K0.00%+400+7.8%Added
Activest Wealth Management4,945$63.9K0.01%00.0%Unchanged
Huntington National Bank–$48.9K0.00%––
Steward Partners Investment Advisory, LLC3,750$48.5K0.00%+2,350+167.9%Added
Spire Wealth Management3,733$48.3K0.00%00.0%Unchanged
Bank of New Hampshire3,725$48.2K0.01%00.0%Unchanged
Osbon Capital Management LLC3,604$46.6K0.04%+3,604New
Advisory Services Network, LLC3,377$43.7K0.00%+3,377New
Sunbelt Securities, Inc.3,000$38.8K0.00%−31,584−91.3%Reduced
CoreCap Advisors, LLC2,803$36.2K0.00%−4,171−59.8%Reduced
Financial Management Professionals, Inc.1,980$25.9K0.00%+54+2.8%Added
Larson Financial Group LLC1,932$25.0K0.00%00.0%Unchanged
FNY Investment Advisers, LLC1,600$20.0K0.01%00.0%Unchanged
Harbour Investments, Inc.1,533$19.8K0.00%−4,601−75.0%Reduced
Geneos Wealth Management Inc.1,440$18.6K0.00%00.0%Unchanged
Aspect Partners, LLC1,269$16.4K0.01%+36+2.9%Added
Allworth Financial LP1,029$13.3K0.00%00.0%Unchanged
SHP Wealth Management842$10.9K0.00%−179−17.5%Reduced
Beaird Harris Wealth Management, LLC547$7.07K0.00%+547New
SRS Capital Advisors, Inc.500$6.46K0.00%00.0%Unchanged
Toth Financial Advisory Corp400$5.17K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.330$4.27K0.00%+330New
Sound Income Strategies, LLC300$3.96K0.00%+300New
Highline Wealth Partners LLC200$2.59K0.00%00.0%Unchanged
Wolff Wiese Magana LLC80$1.03K0.00%00.0%Unchanged
SOA Wealth Advisors, LLC.870$8700.00%00.0%Unchanged
SOL Capital Management CO0$00.00%−1,698,816−100.0%Sold out
J.W. Cole Advisors, Inc.0$00.00%−356,203−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−32,839−100.0%Sold out
Meadowbrook Wealth Management, LLC0$00.00%−32,970−100.0%Sold out
Tectonic Advisors LLC0$00.00%−22,557−100.0%Sold out
Jaffetilchin Investment Partners, LLC0$00.00%−21,206−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−17,281−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−11,768−100.0%Sold out
Park National Corp0$00.00%−10,974−100.0%Sold out
National Asset Management, Inc.0$00.00%−10,022−100.0%Sold out
Camelot Portfolios, LLC0$00.00%−8,000−100.0%Sold out
Assetmark, Inc0$00.00%−1,896−100.0%Sold out
Flagship Harbor Advisors, LLC0$00.00%−725−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−500−100.0%Sold out
Valley National Advisers Inc0$00.00%−75−100.0%Sold out
Russell Investments Group, Ltd.0$00.00%−1−100.0%Sold out
Comerica Bank––––Not filed
CIBC Private Wealth Group, LLC––––Not filed