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, Q2 2026
Institutional positions in PIMCO Dynamic Income Opportunities Fund as of Jun 30, 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
- +4 vs. Q1 2026
- Shares held
- 29.0M
- +1.39M (+5.0%) vs. Q1 2026
- Total value
- $383.9M
- +$26.3M (+7.3%) vs. Q1 2026
- New holders
- 22
- 49 more added
- Sold out
- 18
- 41 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding PIMCO Dynamic Income Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 821 | $821 | 0.00% | −49−5.6% | Reduced |
| Valley National Advisers Inc | 75 | $992 | 0.00% | +75 | New |
| Highline Wealth Partners LLC | 200 | $2.64K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 260 | $3.44K | 0.00% | +180+225.0% | Added |
| Toth Financial Advisory Corp | 400 | $5.29K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 549 | $7.26K | 0.00% | −984−64.2% | Reduced |
| Osbon Capital Management LLC | 634 | $8.38K | 0.01% | −2,970−82.4% | Reduced |
| IFG Advisory, LLC | 778 | $10.3K | 0.00% | +778 | New |
| SHP Wealth Management | 859 | $11.4K | 0.00% | +17+2.0% | Added |
| Aspect Partners, LLC | 1,307 | $17.3K | 0.01% | +38+3.0% | Added |
| Caldwell Sutter Capital, Inc. | 1,375 | $18.2K | 0.01% | +1,045+316.7% | Added |
| SRS Capital Advisors, Inc. | 1,401 | $18.5K | 0.00% | +901+180.2% | Added |
| Geneos Wealth Management Inc. | 1,440 | $19.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $21.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,932 | $25.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2,038 | $27.2K | 0.00% | +58+2.9% | Added |
| CoreCap Advisors, LLC | 2,600 | $34.4K | 0.00% | −203−7.2% | Reduced |
| Bank of New Hampshire | 3,725 | $49.2K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,745 | $49.5K | 0.00% | −5−0.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,750 | $49.6K | 0.01% | +3,750 | New |
| Huntington National Bank | – | $50.0K | 0.00% | – | – |
| Ameritas Advisory Services, LLC | 4,278 | $56.6K | 0.00% | +4,278 | New |
| Activest Wealth Management | 4,945 | $65.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 5,500 | $72.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,733 | $75.8K | 0.00% | +2,000+53.6% | Added |
| EverSource Wealth Advisors, LLC | 7,000 | $92.5K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 8,030 | $103.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8,500 | $112.6K | 0.00% | +700+9.0% | Added |
| Ethos Financial Group, LLC | 10,000 | $130.8K | 0.01% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 10,031 | $132.6K | 0.07% | +10,031 | New |
| Ballew Advisors, Inc | 10,090 | $133.7K | 0.07% | +10,090 | New |
| Connecticut Wealth Management, LLC | 10,176 | $134.5K | 0.00% | +10,176 | New |
| TCG Advisory Services, LLC | 10,205 | $134.9K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 10,439 | $138.0K | 0.00% | +10,439 | New |
| Clearstead Advisors, LLC | 10,588 | $140.0K | 0.00% | +10,588 | New |
| Burney Co | 10,600 | $140.1K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,680 | $141.2K | 0.00% | +10,680 | New |
| BlackRock, Inc. | 10,717 | $141.7K | 0.00% | −40.0% | Reduced |
| Beacon Financial Advisory LLC | 10,746 | $142.1K | 0.03% | +107+1.0% | Added |
| Clearview Wealth Management LLC | 10,813 | $142.9K | 0.09% | −5,541−33.9% | Reduced |
| Equitable Holdings, Inc. | 10,831 | $143.2K | 0.00% | +200+1.9% | Added |
| Noble Wealth Management PBC | 10,979 | $145.1K | 0.07% | +1,048+10.6% | Added |
| Mariner, LLC | 11,405 | $150.8K | 0.00% | +11,405 | New |
| Kingswood Wealth Advisors, LLC | 12,170 | $160.9K | 0.01% | +740+6.5% | Added |
| Boothbay Fund Management, LLC | 12,942 | $171.1K | 0.00% | +12,942 | New |
| Onyx Bridge Wealth Group LLC | 13,167 | $174.1K | 0.02% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 13,733 | $181.5K | 0.07% | −7,414−35.1% | Reduced |
| Nomura Holdings Inc | 14,000 | $185.1K | 0.00% | +14,000 | New |
| Perigon Wealth Management, LLC | 14,004 | $185.1K | 0.00% | +327+2.4% | Added |
| Sovran Advisors, LLC | 14,370 | $185.4K | 0.01% | +585+4.2% | Added |
| HRT Financial LP | 14,806 | $195.0K | 0.00% | +14,806 | New |
| Gridiron Partners, LLC | 15,000 | $198.3K | 0.10% | −11,433−43.3% | Reduced |
| Courier Capital LLC | 16,269 | $215.1K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 16,762 | $221.6K | 0.00% | −250−1.5% | Reduced |
| Pensionmark Financial Group, LLC | 17,487 | $227.0K | 0.00% | −572−3.2% | Reduced |
| Traynor Capital Management, Inc. | 18,197 | $240.6K | 0.01% | +18,197 | New |
| MML Investors Services, LLC | 18,316 | $242.1K | 0.00% | +65+0.4% | Added |
| Essential Investment Partners LLC | 18,500 | $244.6K | 0.20% | −1,500−7.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 19,275 | $254.8K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 19,350 | $258.0K | 0.01% | −1,805−8.5% | Reduced |
| Creative Planning | 19,597 | $259.1K | 0.00% | −2,921−13.0% | Reduced |
| VestGen Advisors, LLC | 19,823 | $262.1K | 0.01% | +33+0.2% | Added |
| NWF Advisory Services Inc. | 20,683 | $273.4K | 0.03% | +4,568+28.3% | Added |
| AE Wealth Management LLC | 21,148 | $279.6K | 0.00% | +5,646+36.4% | Added |
| Integrity Advisory Solutions, LLC | 21,430 | $283.3K | 0.03% | +21,430 | New |
| D.A. Davidson & Co. | 22,987 | $303.9K | 0.00% | +214+0.9% | Added |
| First Foundation Advisors | 24,928 | $329.5K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 25,000 | $330.5K | 0.01% | +25,000 | New |
| Brookwood Investment Group LLC | 26,947 | $356.2K | 0.04% | +4,576+20.5% | Added |
| Crumly & Associates Inc. | 27,000 | $356.9K | 0.07% | +2,000+8.0% | Added |
| MorganRosel Wealth Management, LLC | 27,442 | $362.8K | 0.12% | +27,442 | New |
| Davenport & Co LLC | 27,988 | $370.0K | 0.00% | −362−1.3% | Reduced |
| PFG Investments, LLC | 29,782 | $393.7K | 0.02% | −354−1.2% | Reduced |
| Fund Advisors of America Inc | 30,726 | $406.2K | 0.37% | +485+1.6% | Added |
| Stratos Wealth Partners, LTD. | 31,420 | $415.4K | 0.00% | −135−0.4% | Reduced |
| Central Trust Co | 31,500 | $416.4K | 0.01% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 31,957 | $422.5K | 0.04% | +31,957 | New |
| Fifth Third Bancorp | 34,791 | $459.9K | 0.00% | +10,995+46.2% | Added |
| Change Path, LLC | 35,501 | $469.3K | 0.01% | −130−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 35,541 | $469.9K | 0.00% | −201−0.6% | Reduced |
| Maridea Wealth Management LLC | 41,526 | $549.0K | 0.06% | +4,098+10.9% | Added |
| Stifel Financial Corp | 43,080 | $569.5K | 0.00% | −734−1.7% | Reduced |
| Meadowbrook Wealth Management, LLC | 43,270 | $573.8K | 0.62% | +43,270 | New |
| McDonald Partners LLC | 46,000 | $608.1K | 0.15% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 50,000 | $650.5K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 49,512 | $654.6K | 0.21% | −16,048−24.5% | Reduced |
| Boreal Capital Management LLC | 0 | $661.5K | 0.49% | – | – |
| AlphaCore Capital LLC | 50,839 | $678.6K | 0.01% | +1,006+2.0% | Added |
| Bramshill Investments, LLC | 52,693 | $696.6K | 0.05% | +577+1.1% | Added |
| RFG Advisory, LLC | 52,833 | $698.5K | 0.01% | +760+1.5% | Added |
| Jane Street Group, LLC | 58,739 | $776.5K | 0.00% | −116,686−66.5% | Reduced |
| Goldstone Financial Group, LLC | 62,742 | $829.4K | 0.08% | −1,868−2.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 66,751 | $882.4K | 0.27% | 00.0% | Unchanged |
| XTX Topco Ltd | 69,240 | $915.4K | 0.01% | +8,972+14.9% | Added |
| Susquehanna International Group, LLP | 74,341 | $982.8K | 0.00% | +10,806+17.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 73,472 | $996.4K | 0.00% | −59,300−44.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 77,789 | $1.03M | 0.00% | +8,791+12.7% | Added |
| Americana Partners, LLC | 79,317 | $1.05M | 0.02% | 00.0% | Unchanged |
| Anchor Capital Management Group Inc | 84,500 | $1.12M | 0.77% | −50,000−37.2% | Reduced |
| Shaker Financial Services, LLC | 85,176 | $1.14M | 0.36% | −43,354−33.7% | Reduced |