Equibles
  • Stocks
  • PDO PIMCO Dynamic Income Opportunities Fund

PDO

PIMCO Dynamic Income Opportunities Fund

Company with tickers: PDO

CIK
1798618
CUSIP
69355M107
Shares Outstanding
142,485,564
Price History Institutional Holders Short Volume Short Interest Fails to Deliver Financials SEC Filings Earnings Calls Insider Trades Congressional Trades
Holders: 136
Total Value: $359,183,376
Total Shares: 27,779,075
Showing 1–100 of 136 holdings by value · page 1 of 2

Institutional Ownership Trend

21 quarters

Holder Concentration

Across 136 13F filers · Δ vs Dec 31, 2025
Top Holder
18.3%
−1.2 pts
Top 5
54.4%
−0.6 pts
Top 10
71.1%
−0.2 pts
HHI
767
Broadly held −35

Quarterly Activity

vs Dec 31, 2025
New
125
Increased
6
Decreased
4
Sold Out
118
Unchanged
1
Holder count: +7
Institutional value: -6.1%
Shares held: +0.6%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC +22,261 33,589
Mid LEAVELL INVESTMENT MANAGEMENT, INC. +7,283 392,835
Large Rockefeller Capital Management L.P. +1,721 35,742
Micro Fund Advisors of America Inc/FL +885 30,241
Mid World Investment Advisors +653 18,059

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds
Small Cornerstone Advisory, LLC −16,450 306,042
Small Estate Planners Group, LLC −8,666 151,178
Mid INDEPENDENT FINANCIAL GROUP, LLC −1,407 124,157
Small SHP Wealth Management −179 842

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD)
Mega MORGAN STANLEY 5,089,709 $65,809,937
Mega UBS Group AG 3,565,457 $46,101,358
Mega WELLS FARGO & COMPANY/MN 2,374,387 $30,700,823
Mega ROYAL BANK OF CANADA 2,347,194 $30,349,217
Large Cerity Partners LLC 1,745,837 $22,573,672

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD)
Mega MORGAN STANLEY 5,396,014 $74,680,833
Mega UBS Group AG 3,521,827 $48,742,084
Mega WELLS FARGO & COMPANY/MN 2,401,365 $33,234,891
Mega ROYAL BANK OF CANADA 2,194,483 $30,371,644
Small SOL Capital Management CO 1,698,816 $23,511,613
100 of 100 shown
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Action
Mega MORGAN STANLEY $65,809,937 18.32% 5,089,709 View
Mega UBS Group AG $46,101,358 12.84% 3,565,457 View
Mega WELLS FARGO & COMPANY/MN $30,700,823 8.55% 2,374,387 View
Mega ROYAL BANK OF CANADA $30,349,217 8.45% 2,347,194 View
Large Cerity Partners LLC $22,573,672 6.28% 1,745,837 View
Large COHEN & STEERS, INC. $16,392,964 4.56% 1,267,824 View
Mega Invesco Ltd. $12,714,961 3.54% 983,369 View
Large GUGGENHEIM CAPITAL LLC $11,189,453 3.12% 865,387 View
Mega BANK OF AMERICA CORP /DE/ $10,871,453 3.03% 840,793 View
Mega RAYMOND JAMES FINANCIAL INC $8,502,288 2.37% 657,563 View
Large COMMONWEALTH EQUITY SERVICES, LLC $8,488,919 2.36% 656,529 View
Large HighTower Advisors, LLC $7,331,206 2.04% 566,992 View
Mid LEAVELL INVESTMENT MANAGEMENT, INC. $5,079,356 1.41% 392,835 View
Mega LPL Financial LLC $4,728,901 1.32% 365,731 View
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $4,228,472 1.18% 327,028 View
Small Cornerstone Advisory, LLC $3,957,123 1.10% 306,042 View
Mid Private Advisor Group, LLC $3,700,915 1.03% 286,227 View
Micro Integrity Wealth Partners, LLC $3,015,237 0.84% 233,197 View
Micro Element Wealth, LLC $2,902,772 0.81% 224,499 View
Mid Capital Investment Advisors, LLC $2,547,080 0.71% 196,990 View
Large Cetera Investment Advisers $2,528,875 0.70% 195,582 View
Large Cambridge Investment Research Advisors, Inc. $2,428,551 0.68% 187,823 View
Mid Venture Visionary Partners LLC $2,424,788 0.68% 187,532 View
Mid NewEdge Advisors, LLC $2,274,037 0.63% 175,873 View
Mega JANE STREET GROUP, LLC $2,268,244 0.63% 175,425 View
Mid OSAIC HOLDINGS, INC. $2,115,722 0.59% 163,629 View
Small Estate Planners Group, LLC $1,954,731 0.54% 151,178 View
Small Anchor Capital Management Group Inc $1,739,085 0.48% 134,500 View
Large &PARTNERS $1,716,741 0.48% 132,772 View
Small Shaker Financial Services, LLC $1,661,892 0.46% 128,530 View
Mid INDEPENDENT FINANCIAL GROUP, LLC $1,605,350 0.45% 124,157 View
Mid Belpointe Asset Management LLC $1,388,319 0.39% 107,372 View
Mid WEDBUSH SECURITIES INC $1,284,272 0.36% 99,325 View
Mid Concurrent Investment Advisors, LLC $1,264,230 0.35% 97,775 View
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $1,236,741 0.34% 95,649 View
Micro Navis Wealth Advisors, LLC $1,170,475 0.33% 90,524 View
Small Palogic Value Management, L.P. $1,166,079 0.32% 90,184 View
Small Triumph Capital Management $1,158,967 0.32% 89,634 View
Mid Americana Partners, LLC $1,025,568 0.29% 79,317 View
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $892,144 0.25% 68,998 View
Small Thomas J. Herzfeld Advisors, Inc. $863,090 0.24% 66,751 View
Small Samalin Investment Counsel, LLC $847,690 0.24% 65,560 View
Small Goldstone Financial Group, LLC $835,407 0.23% 64,610 View
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $821,507 0.23% 63,535 View
Mid SIT INVESTMENT ASSOCIATES INC $782,446 0.22% 60,514 View
Mid XTX Topco Ltd $779,265 0.22% 60,268 View
Small Bramshill Investments, LLC $673,859 0.19% 52,116 View
Small RFG Advisory, LLC $673,303 0.19% 52,073 View
Small HBK Sorce Advisory LLC $646,500 0.18% 50,000 View
Mid AlphaCore Capital LLC $644,340 0.18% 49,833 View
Mega ENVESTNET ASSET MANAGEMENT INC $609,597 0.17% 47,146 View
Small MCDONALD PARTNERS LLC $594,780 0.17% 46,000 View
Mega FIRST TRUST ADVISORS LP $584,746 0.16% 45,224 View
Small Logan Stone Capital, LLC $569,644 0.16% 44,056 View
Large STIFEL FINANCIAL CORP $566,515 0.16% 43,814 View
Large Kestra Advisory Services, LLC $558,032 0.16% 43,158 View
Small Maridea Wealth Management LLC $483,944 0.13% 37,428 View
Large Rockefeller Capital Management L.P. $462,144 0.13% 35,742 View
Mid CreativeOne Wealth, LLC $460,708 0.13% 35,631 View
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $434,305 0.12% 33,589 View
Mid Stratos Wealth Partners, LTD. $408,006 0.11% 31,555 View
Mid CENTRAL TRUST Co $407,295 0.11% 31,500 View
Micro Fund Advisors of America Inc/FL $391,016 0.11% 30,241 View
Mid PFG Investments, LLC $389,658 0.11% 30,136 View
Large DAVENPORT & Co LLC $366,565 0.10% 28,350 View
Mid Shay Capital LLC $358,419 0.10% 27,720 View
Micro Gridiron Partners, LLC $341,778 0.10% 26,433 View
Small Crumly & Associates Inc. $323,250 0.09% 25,000 View
Small WEST MICHIGAN ADVISORS, LLC $323,250 0.09% 25,000 View
Mid FIRST FOUNDATION ADVISORS $322,319 0.09% 24,928 View
Large FIFTH THIRD BANCORP $307,682 0.09% 23,796 View
Large CWM, LLC $300,441 0.08% 23,236 View
Mid D.A. DAVIDSON & CO. $294,454 0.08% 22,773 View
Large Creative Planning $291,157 0.08% 22,518 View
Small Brookwood Investment Group LLC $289,257 0.08% 22,371 View
Small StoneX Group Inc. $273,534 0.08% 21,155 View
Micro Buska Wealth Management, LLC $273,430 0.08% 21,147 View
Small Private Wealth Asset Management, LLC $264,858 0.07% 20,484 View
Mid VestGen Advisors, LLC $255,884 0.07% 19,790 View
Mid Williams Jones Wealth Management, LLC. $249,225 0.07% 19,275 View
Large MML INVESTORS SERVICES, LLC $235,985 0.07% 18,251 View
Mid World Investment Advisors $233,502 0.07% 18,059 View
Large SCOTIA CAPITAL INC. $219,965 0.06% 17,012 View
Micro Clearview Wealth Management LLC $211,457 0.06% 16,354 View
Small COURIER CAPITAL LLC $210,358 0.06% 16,269 View
Small NWF Advisory Services Inc. $208,366 0.06% 16,115 View
Mid IHT Wealth Management, LLC $206,647 0.06% 15,982 View
Micro Tennessee Valley Asset Management Partners $204,009 0.06% 15,778 View
Mid AE Wealth Management LLC $200,440 0.06% 15,502 View
Mid Carnegie Investment Counsel $193,950 0.05% 15,000 View
Small Sovran Advisors, LLC $178,240 0.05% 13,785 View
Mid Perigon Wealth Management, LLC $176,843 0.05% 13,677 View
Small Onyx Bridge Wealth Group LLC $170,249 0.05% 13,167 View
Large MERCER GLOBAL ADVISORS INC /ADV $162,310 0.05% 12,553 View
Mid LOWE BROCKENBROUGH & CO INC $155,806 0.04% 12,050 View
Mid KINGSWOOD WEALTH ADVISORS, LLC $147,789 0.04% 11,430 View
Small Gateway Wealth Partners, LLC $145,100 0.04% 11,222 View
Mid Sanctuary Advisors, LLC $142,230 0.04% 11,000 View
Mega BlackRock, Inc. $138,620 0.04% 10,721 View
Small Beacon Financial Advisory LLC $137,562 0.04% 10,639 View
Page 1 of 2
Next »

Report a Problem

Category
Description
Email (optional, for follow-up)