LPL Financial LLC
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 1403438
FORT MILL, SC
Position in PDO
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$4,728,901
+$486,914 QoQ
Shares Held
365,731
+19.3% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in PDO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. PDO ranks #147 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in PDO
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,728,901 | 365,731 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,241,987 | 306,502 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,893,448 | 275,740 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,894,654 | 214,737 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,342,998 | 240,850 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $2,899,290 | 213,340 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,943,751 | 208,481 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,279,421 | 171,514 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $3,393,527 | 257,671 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,949,770 | 159,295 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,475,246 | 124,179 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,339,316 | 102,551 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $942,412 | 76,001 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $699,476 | 54,775 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $616,025 | 46,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $490,760 | 35,434 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $590,504 | 34,756 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $727,338 | 37,185 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $555,886 | 26,496 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $329,596 | 14,219 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||