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Equibles

PDO

PIMCO Dynamic Income Opportunities Fund

Company with tickers: PDO

CIK
1798618
CUSIP
69355M107
Shares Outstanding
142,485,564
13F Activity (30d)
54 filings 42 filers

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Holders: 125
Total Value: $142,603,711
Total Shares: 11,028,907
Showing 1–100 of 125 holdings by value · page 1 of 2

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 125 13F filers · Δ vs Dec 31, 2025
Top Holder
15.8%
Jun 2023 → Mar 2026 · range 15.8% – 29.1%
−8.2 pts
Top 5
40.7%
Jun 2023 → Mar 2026 · range 40.7% – 58.7%
−9.6 pts
Top 10
55.9%
Jun 2023 → Mar 2026 · range 55.9% – 77.8%
−8.1 pts
HHI
502
Jun 2023 → Mar 2026 · range 502 – 1,130
Broadly held−360

Quarterly Activity

vs Dec 31, 2025
New
23
Increased
40
Decreased
34
Sold Out
19
Unchanged
28
Holder count: +4
Institutional value: -29.7%
Shares held: -24.7%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Large GUGGENHEIM CAPITAL LLC +60,655 865,387
Mid Venture Visionary Partners LLC +60,000 187,532
Mega LPL Financial LLC +59,229 365,731
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC +54,290 327,028
Large Cambridge Investment Research Advisors, Inc. +46,828 187,823

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
Small Thomas J. Herzfeld Advisors, Inc. −278,681 66,751
Mega ENVESTNET ASSET MANAGEMENT INC −273,661 47,146
Large &PARTNERS −56,812 132,772
Mega RAYMOND JAMES FINANCIAL INC −48,446 657,563
Small Sunbelt Securities, Inc. −31,584 3,000

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
Large Cerity Partners LLC 1,745,837 $22,573,672
Micro Integrity Wealth Partners, LLC 233,197 $3,015,237
Small Shaker Financial Services, LLC 128,530 $1,661,892
Micro Navis Wealth Advisors, LLC 90,524 $1,170,475
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP 63,535 $821,507

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Mega UBS Group AG 3,521,827 $48,742,084
Micro SOL Capital Management CO 1,698,816 $23,511,613
Mid J.W. COLE ADVISORS, INC. 356,203 $4,929,849
Large COMERICA BANK 72,112 $998,029
Micro Meadowbrook Wealth Management, LLC 32,970 $456,304
Filter: New 23 Increased 40 Reduced 34 Sold out 19 Unchanged 28
Showing 100 of 125
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Large Cerity Partners LLC $22,573,672 15.83% 1,745,837
Large GUGGENHEIM CAPITAL LLC $11,189,453 7.85% 865,387
Mega RAYMOND JAMES FINANCIAL INC $8,502,288 5.96% 657,563
Large COMMONWEALTH EQUITY SERVICES, LLC $8,488,919 5.95% 656,529
Large HighTower Advisors, LLC $7,331,206 5.14% 566,992
Mid LEAVELL INVESTMENT MANAGEMENT, INC. $5,079,356 3.56% 392,835
Mega LPL Financial LLC $4,728,901 3.32% 365,731
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $4,228,472 2.97% 327,028
Small Cornerstone Advisory, LLC $3,957,123 2.77% 306,042
Mid Private Advisor Group, LLC $3,700,915 2.60% 286,227
Micro Integrity Wealth Partners, LLC $3,015,237 2.11% 233,197
Micro Element Wealth, LLC $2,902,772 2.04% 224,499
Large OSAIC HOLDINGS, INC. $2,854,593 2.00% 220,773
Mid Capital Investment Advisors, LLC $2,547,080 1.79% 196,990
Large Cetera Investment Advisers $2,528,875 1.77% 195,582
Large Cambridge Investment Research Advisors, Inc. $2,428,551 1.70% 187,823
Mid Venture Visionary Partners LLC $2,424,788 1.70% 187,532
Large NewEdge Advisors, LLC $2,274,037 1.59% 175,873
Small Estate Planners Group, LLC $1,954,731 1.37% 151,178
Small Anchor Capital Management Group Inc $1,739,085 1.22% 134,500
Large &PARTNERS $1,716,741 1.20% 132,772
Small Shaker Financial Services, LLC $1,661,892 1.17% 128,530
Mid INDEPENDENT FINANCIAL GROUP, LLC $1,605,350 1.13% 124,157
Mid Belpointe Asset Management LLC $1,388,319 0.97% 107,372
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,284,272 0.90% 99,325
Mid Concurrent Investment Advisors, LLC $1,264,230 0.89% 97,775
Micro Navis Wealth Advisors, LLC $1,170,475 0.82% 90,524
Small Palogic Value Management, L.P. $1,166,079 0.82% 90,184
Small Triumph Capital Management $1,158,967 0.81% 89,634
Mid Americana Partners, LLC $1,025,568 0.72% 79,317
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $892,144 0.63% 68,998
Small Thomas J. Herzfeld Advisors, Inc. $863,090 0.61% 66,751
Small Samalin Investment Counsel, LLC $847,690 0.59% 65,560
Small Goldstone Financial Group, LLC $835,407 0.59% 64,610
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $821,507 0.58% 63,535
Mid XTX Topco Ltd $779,265 0.55% 60,268
Small Bramshill Investments, LLC $673,859 0.47% 52,116
Small RFG Advisory, LLC $673,303 0.47% 52,073
Small HBK Sorce Advisory LLC $646,500 0.45% 50,000
Mid AlphaCore Capital LLC $644,340 0.45% 49,833
Mega ENVESTNET ASSET MANAGEMENT INC $609,597 0.43% 47,146
Small MCDONALD PARTNERS LLC $594,780 0.42% 46,000
Mega FIRST TRUST ADVISORS LP $584,746 0.41% 45,224
Small Logan Stone Capital, LLC $569,644 0.40% 44,056
Large STIFEL FINANCIAL CORP $566,515 0.40% 43,814
Large Kestra Advisory Services, LLC $558,032 0.39% 43,158
Small Maridea Wealth Management LLC $483,944 0.34% 37,428
Large Rockefeller Capital Management L.P. $462,144 0.32% 35,742
Mid CreativeOne Wealth, LLC $460,708 0.32% 35,631
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $434,305 0.30% 33,589
Mid Stratos Wealth Partners, LTD. $408,006 0.29% 31,555
Mid CENTRAL TRUST Co Bank $407,295 0.29% 31,500
Micro Fund Advisors of America Inc/FL $391,016 0.27% 30,241
Mid PFG Investments, LLC $389,658 0.27% 30,136
Large DAVENPORT & Co LLC $366,565 0.26% 28,350
Mid Shay Capital LLC $358,419 0.25% 27,720
Micro Gridiron Partners, LLC $341,778 0.24% 26,433
Small Crumly & Associates Inc. $323,250 0.23% 25,000
Small WEST MICHIGAN ADVISORS, LLC $323,250 0.23% 25,000
Mid FIRST FOUNDATION ADVISORS Endowment $322,319 0.23% 24,928
Large FIFTH THIRD BANCORP Bank $307,682 0.22% 23,796
Large CWM, LLC $300,441 0.21% 23,236
Mid D.A. DAVIDSON & CO. $294,454 0.21% 22,773
Large Creative Planning $291,157 0.20% 22,518
Small Brookwood Investment Group LLC $289,257 0.20% 22,371
Small StoneX Group Inc. $273,534 0.19% 21,155
Micro Buska Wealth Management, LLC $273,430 0.19% 21,147
Small Private Wealth Asset Management, LLC $264,858 0.19% 20,484
Mid VestGen Advisors, LLC $255,884 0.18% 19,790
Mid Williams Jones Wealth Management, LLC. $249,225 0.17% 19,275
Large MML INVESTORS SERVICES, LLC $235,985 0.17% 18,251
Mid World Investment Advisors $233,502 0.16% 18,059
Large SCOTIA CAPITAL INC. $219,965 0.15% 17,012
Micro Clearview Wealth Management LLC $211,457 0.15% 16,354
Small COURIER CAPITAL LLC $210,358 0.15% 16,269
Small NWF Advisory Services Inc. $208,366 0.15% 16,115
Mid IHT Wealth Management, LLC $206,647 0.14% 15,982
Small Tennessee Valley Asset Management Partners $204,009 0.14% 15,778
Mid AE Wealth Management LLC $200,440 0.14% 15,502
Mid Carnegie Investment Counsel $193,950 0.14% 15,000
Small Sovran Advisors, LLC $178,240 0.12% 13,785
Mid Perigon Wealth Management, LLC $176,843 0.12% 13,677
Small Onyx Bridge Wealth Group LLC $170,249 0.12% 13,167
Large MERCER GLOBAL ADVISORS INC /ADV $162,310 0.11% 12,553
Mid LOWE BROCKENBROUGH & CO INC $155,806 0.11% 12,050
Mid KINGSWOOD WEALTH ADVISORS, LLC $147,789 0.10% 11,430
Small Gateway Wealth Partners, LLC $145,100 0.10% 11,222
Mid Sanctuary Advisors, LLC $142,230 0.10% 11,000
Small Beacon Financial Advisory LLC $137,562 0.10% 10,639
Mid Equitable Holdings, Inc. $137,458 0.10% 10,631
Mid BURNEY CO/ $137,058 0.10% 10,600
Mid HUB Investment Partners, LLC $131,950 0.09% 10,205
Small Ethos Financial Group, LLC $129,300 0.09% 10,000
Small Noble Wealth Management PBC $128,407 0.09% 9,931
Large NATIONAL BANK OF CANADA /FI/ Bank $103,827 0.07% 8,030
Large TD Waterhouse Canada Inc. $100,854 0.07% 7,800
Small Anfield Capital Management, LLC $92,410 0.06% 7,147
Mid EverSource Wealth Advisors, LLC $90,510 0.06% 7,000
Mid IFP Advisors, Inc $71,115 0.05% 5,500
Small Activest Wealth Management $63,938 0.04% 4,945

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