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 |
|---|---|---|---|---|---|
| Sigma Planning Corp | 10,680 | $141.2K | 0.00% | +10,680 | New |
| Burney Co | 10,600 | $140.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10,588 | $140.0K | 0.00% | +10,588 | New |
| Captrust Financial Advisors | 10,439 | $138.0K | 0.00% | +10,439 | New |
| TCG Advisory Services, LLC | 10,205 | $134.9K | 0.00% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 10,176 | $134.5K | 0.00% | +10,176 | New |
| Ballew Advisors, Inc | 10,090 | $133.7K | 0.07% | +10,090 | New |
| McAlister, Sweet & Associates, Inc. | 10,031 | $132.6K | 0.07% | +10,031 | New |
| Ethos Financial Group, LLC | 10,000 | $130.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 8,500 | $112.6K | 0.00% | +700+9.0% | Added |
| National Bank of Canada | 8,030 | $103.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 7,000 | $92.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,733 | $75.8K | 0.00% | +2,000+53.6% | Added |
| IFP Advisors, Inc | 5,500 | $72.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4,945 | $65.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 4,278 | $56.6K | 0.00% | +4,278 | New |
| Huntington National Bank | – | $50.0K | 0.00% | – | – |
| Pension & Wealth Management Advisors, Inc. | 3,750 | $49.6K | 0.01% | +3,750 | New |
| Steward Partners Investment Advisory, LLC | 3,745 | $49.5K | 0.00% | −5−0.1% | Reduced |
| Bank of New Hampshire | 3,725 | $49.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2,600 | $34.4K | 0.00% | −203−7.2% | Reduced |
| Financial Management Professionals, Inc. | 2,038 | $27.2K | 0.00% | +58+2.9% | Added |
| Larson Financial Group LLC | 1,932 | $25.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,600 | $21.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,440 | $19.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,401 | $18.5K | 0.00% | +901+180.2% | Added |
| Caldwell Sutter Capital, Inc. | 1,375 | $18.2K | 0.01% | +1,045+316.7% | Added |
| Aspect Partners, LLC | 1,307 | $17.3K | 0.01% | +38+3.0% | Added |
| SHP Wealth Management | 859 | $11.4K | 0.00% | +17+2.0% | Added |
| IFG Advisory, LLC | 778 | $10.3K | 0.00% | +778 | New |
| Osbon Capital Management LLC | 634 | $8.38K | 0.01% | −2,970−82.4% | Reduced |
| Harbour Investments, Inc. | 549 | $7.26K | 0.00% | −984−64.2% | Reduced |
| Toth Financial Advisory Corp | 400 | $5.29K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 260 | $3.44K | 0.00% | +180+225.0% | Added |
| Highline Wealth Partners LLC | 200 | $2.64K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $992 | 0.00% | +75 | New |
| SOA Wealth Advisors, LLC. | 821 | $821 | 0.00% | −49−5.6% | Reduced |
| 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 |