PIMCO Dynamic Income Opportunities Fund

PDO

Exchange: NYSE
SEC CIK: 0001798618

SEC filings (opens in a new tab)

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.

Q2 2026 vs. Q1 2026

How the institutions holding PIMCO Dynamic Income Opportunities Fund changed between Q1 2026 and Q2 2026.

All holders in Q2 2026 All holders in Q1 2026

13F holders of PDO: Q1 2026 compared with Q2 2026
Measure	Q1 2026	Of which not filed for Q2 2026	Q2 2026	Change
Holders	137	4	137	+4
Shares	27.9M	266.6K	29.0M	+1.39M (+5.0%)
Value	$361.1M	$3.45M	$383.9M	+$26.3M (+7.3%)

4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to PDO in Q2 2026
Institution	Shares	Value	% of portfolio
Cercano Management LLC	783,312	$10.4M	1.38%
J.W. Cole Advisors, Inc.	357,226	$4.72M	0.08%
Meadowbrook Wealth Management, LLC	43,270	$573.8K	0.62%
Two Sigma Securities, LLC	31,957	$422.5K	0.04%
MorganRosel Wealth Management, LLC	27,442	$362.8K	0.12%
Accredited Investors Inc.	25,000	$330.5K	0.01%
Integrity Advisory Solutions, LLC	21,430	$283.3K	0.03%
Traynor Capital Management, Inc.	18,197	$240.6K	0.01%
HRT Financial LP	14,806	$195.0K	0.00%
Nomura Holdings Inc	14,000	$185.1K	0.00%
Boothbay Fund Management, LLC	12,942	$171.1K	0.00%
Mariner, LLC	11,405	$150.8K	0.00%
Sigma Planning Corp	10,680	$141.2K	0.00%
Clearstead Advisors, LLC	10,588	$140.0K	0.00%
Captrust Financial Advisors	10,439	$138.0K	0.00%
Connecticut Wealth Management, LLC	10,176	$134.5K	0.00%
Ballew Advisors, Inc	10,090	$133.7K	0.07%
McAlister, Sweet & Associates, Inc.	10,031	$132.6K	0.07%
Ameritas Advisory Services, LLC	4,278	$56.6K	0.00%
Pension & Wealth Management Advisors, Inc.	3,750	$49.6K	0.01%
IFG Advisory, LLC	778	$10.3K	0.00%
Valley National Advisers Inc	75	$992	0.00%

Sold out (18)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of PDO in Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Rivernorth Capital Management, LLC	95,649	$1.24M
Navis Wealth Advisors, LLC	90,524	$1.17M
Sit Investment Associates Inc	60,514	$782.0K
First Trust Advisors LP	45,224	$584.7K
Logan Stone Capital, LLC	44,056	$569.6K
Shay Capital LLC	27,720	$358.4K
West Michigan Advisors, LLC	25,000	$326.4K
Private Wealth Asset Management, LLC	20,484	$264.9K
IHT Wealth Management, LLC	15,982	$206.6K
Tennessee Valley Asset Management Partners	15,778	$204.0K
Carnegie Capital Asset Management, LLC	15,000	$193.9K
Mercer Global Advisors Inc	12,553	$162.3K
Lowe Brockenbrough & Co Inc	12,050	$155.8K
Gateway Wealth Partners, LLC	11,222	$145.1K
Advisory Services Network, LLC	3,377	$43.7K
Allworth Financial LP	1,029	$13.3K
Beaird Harris Wealth Management, LLC	547	$7.07K
Sound Income Strategies, LLC	300	$3.96K

Not filed for Q2 2026 yet (4)

Institutions that held PIMCO Dynamic Income Opportunities Fund at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding PDO in Q1 2026 that haven't filed for Q2 2026
Institution	Shares, Q1 2026	Value, Q1 2026
Integrity Wealth Partners, LLC	233,197	$3.02M
CWM, LLC	23,236	$300.4K
Anfield Capital Management, LLC	7,147	$92.4K
Sunbelt Securities, Inc.	3,000	$38.8K