MERCER GLOBAL ADVISORS INC /ADV
Position in PDO — PIMCO Dynamic Income Opportunities Fund
CIK 853758
DENVER, CO
Position in PDO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$162,310
-$124,731 QoQ
Shares Held
12,553
-39.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
3 quarters on record
Voting authority
Sole 44.706444674579785.ToString("F0")%
Shared 0.ToString("F0")%
None 55.293555325420215.ToString("F0")%
Common Shares in PDO Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $329,646,154 across 120 Asset Management names. PDO ranks #95 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RJF |
Raymond James Financial Inc
|
731,819 | $105,960,073 | |
| 2 | STT |
State Street Corp
|
227,105 | $28,742,408 | |
| 3 | BLK |
BlackRock, Inc.
|
27,144 | $26,104,656 | |
| 4 | AMP |
Ameriprise Financial Inc
|
37,529 | $16,677,887 | |
| 5 | BX |
Blackstone Inc.
|
136,046 | $15,643,929 | |
| 6 | NTRS |
Northern Trust Corp
|
70,736 | $9,872,623 | |
| 7 | FHI |
Federated Hermes, Inc.
|
168,944 | $9,580,814 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
256,480 | $9,089,651 |
All Filings in PDO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $162,310 | 12,553 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $287,041 | 20,740 | Shares | Sole | 2026-02-18 | |
| 2023-09-30 | $259,376 | 21,833 | Shares | Sole | 2023-11-15 | |
| No filing history on record for this holder in this stock. | ||||||