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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 86,308 | $1.14M | 0.00% | +39,162+83.1% | Added |
| Palogic Value Management, L.P. | 93,184 | $1.23M | 0.44% | +3,000+3.3% | Added |
| Kestra Advisory Services, LLC | 94,942 | $1.26M | 0.00% | +51,784+120.0% | Added |
| Triumph Capital Management | 96,752 | $1.28M | 0.23% | +7,118+7.9% | Added |
| GWM Advisors LLC | 97,171 | $1.28M | 0.00% | −78,702−44.7% | Reduced |
| Concurrent Investment Advisors, LLC | 99,525 | $1.32M | 0.01% | +1,750+1.8% | Added |
| Wedbush Securities Inc | 110,368 | $1.46M | 0.04% | +11,043+11.1% | Added |
| Sanctuary Advisors, LLC | 110,468 | $1.46M | 0.01% | +99,468+904.3% | Added |
| Independent Financial Group, LLC | 125,668 | $1.66M | 0.03% | +1,511+1.2% | Added |
| Estate Planners Group, LLC | 151,164 | $2.00M | 0.90% | −140.0% | Reduced |
| Belpointe Asset Management LLC | 163,917 | $2.17M | 0.07% | +56,545+52.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 179,552 | $2.39M | 0.00% | +145,963+434.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 184,763 | $2.44M | 0.01% | −3,060−1.6% | Reduced |
| Venture Visionary Partners LLC | 187,532 | $2.48M | 0.07% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 190,567 | $2.52M | 0.03% | −6,423−3.3% | Reduced |
| Element Wealth, LLC | 224,130 | $2.96M | 1.11% | −369−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 278,158 | $3.68M | 0.00% | +57,385+26.0% | Added |
| Cornerstone Advisory, LLC | 278,910 | $3.69M | 0.31% | −27,132−8.9% | Reduced |
| International Assets Investment Management, LLC | 279,246 | $3.70M | 0.22% | −47,782−14.6% | Reduced |
| Private Advisor Group, LLC | 281,827 | $3.73M | 0.02% | −4,400−1.5% | Reduced |
| J.W. Cole Advisors, Inc. | 357,226 | $4.72M | 0.08% | +357,226 | New |
| Leavell Investment Management, Inc. | 363,117 | $4.85M | 0.18% | −29,718−7.6% | Reduced |
| LPL Financial LLC | 373,292 | $4.93M | 0.00% | +7,561+2.1% | Added |
| Cetera Investment Advisers | 457,620 | $6.05M | 0.01% | +262,038+134.0% | Added |
| HighTower Advisors, LLC | 575,315 | $7.61M | 0.01% | +8,323+1.5% | Added |
| Commonwealth Equity Services, LLC | 649,618 | $8.59M | 0.01% | −6,911−1.1% | Reduced |
| Raymond James Financial Inc | 653,870 | $8.64M | 0.00% | −3,693−0.6% | Reduced |
| Cercano Management LLC | 783,312 | $10.4M | 1.38% | +783,312 | New |
| Bank of America Corp | 840,308 | $11.1M | 0.00% | −485−0.1% | Reduced |
| Guggenheim Capital LLC | 842,290 | $11.1M | 0.07% | −23,097−2.7% | Reduced |
| Invesco Ltd. | 1,025,116 | $13.6M | 0.00% | +41,747+4.2% | Added |
| Cohen & Steers, Inc. | 1,287,083 | $17.0M | 0.03% | +19,259+1.5% | Added |
| Cerity Partners LLC | 1,734,470 | $22.9M | 0.03% | −11,367−0.7% | Reduced |
| Wells Fargo & Company | 2,242,251 | $29.6M | 0.01% | −132,136−5.6% | Reduced |
| Royal Bank of Canada | 2,453,583 | $32.4M | 0.01% | +106,389+4.5% | Added |
| UBS Group AG | 3,641,299 | $48.1M | 0.01% | +75,842+2.1% | Added |
| Morgan Stanley | 5,177,726 | $68.4M | 0.00% | +88,015+1.7% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −95,649−100.0% | Sold out |
| Navis Wealth Advisors, LLC | 0 | $0 | 0.00% | −90,524−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −60,514−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −45,224−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −44,056−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −27,720−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −20,484−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −15,982−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −15,778−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −12,553−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −12,050−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −11,222−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,377−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,029−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Integrity Wealth Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |