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PDO

PIMCO Dynamic Income Opportunities Fund
$13.33 +0.01 (+0.08%) At close · Jul 8
Market Cap
$1.90B
Shares
142,485,564

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 137
Total Value: $360,717,865
Total Shares: 27,895,609
Showing 1–100 of 137 holdings by value · page 1 of 2

Institutional Ownership Trend

22 quarters

Holder Concentration

Across 136 13F filers
Top Holder
18.3%
Jun 2023 → Mar 2026 · range 17.1% – 29.1%
of institutional value
Top 5
54.3%
Jun 2023 → Mar 2026 · range 50.4% – 58.8%
of institutional value
Top 10
70.9%
Jun 2023 → Mar 2026 · range 69.4% – 77.8%
of institutional value
HHI
764
Jun 2023 → Mar 2026 · range 704 – 1,130
Broadly held
Showing 100 of 137
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega MORGAN STANLEY $65,809,962 18.24% 5,089,711
Mega UBS Group AG $46,101,358 12.78% 3,565,457
Mega WELLS FARGO & COMPANY/MN $30,700,823 8.51% 2,374,387
Mega ROYAL BANK OF CANADA Bank $30,349,217 8.41% 2,347,194
Large Cerity Partners LLC $22,573,672 6.26% 1,745,837
Large COHEN & STEERS, INC. $16,392,964 4.54% 1,267,824
Mega Invesco Ltd. $12,714,961 3.52% 983,369
Large GUGGENHEIM CAPITAL LLC $11,189,453 3.10% 865,387
Mega BANK OF AMERICA CORP /DE/ Bank $10,871,453 3.01% 840,793
Mega RAYMOND JAMES FINANCIAL INC $8,502,288 2.36% 657,563
Large COMMONWEALTH EQUITY SERVICES, LLC $8,488,919 2.35% 656,529
Large HighTower Advisors, LLC $7,331,206 2.03% 566,992
Mid LEAVELL INVESTMENT MANAGEMENT, INC. $5,079,356 1.41% 392,835
Mega LPL Financial LLC $4,728,901 1.31% 365,731
Mid INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC $4,228,472 1.17% 327,028
Small Cornerstone Advisory, LLC $3,957,123 1.10% 306,042
Mid Private Advisor Group, LLC $3,700,915 1.03% 286,227
Micro Integrity Wealth Partners, LLC $3,015,237 0.84% 233,197
Micro Element Wealth, LLC $2,902,772 0.80% 224,499
Large OSAIC HOLDINGS, INC. $2,854,593 0.79% 220,773
Mid Capital Investment Advisors, LLC $2,547,080 0.71% 196,990
Large Cetera Investment Advisers $2,528,875 0.70% 195,582
Large Cambridge Investment Research Advisors, Inc. $2,428,551 0.67% 187,823
Mid Venture Visionary Partners LLC $2,424,788 0.67% 187,532
Large NewEdge Advisors, LLC $2,274,037 0.63% 175,873
Mega JANE STREET GROUP, LLC $2,268,244 0.63% 175,425
Small Estate Planners Group, LLC $1,954,731 0.54% 151,178
Small Anchor Capital Management Group Inc $1,739,085 0.48% 134,500
Large &PARTNERS $1,716,741 0.48% 132,772
Small Shaker Financial Services, LLC $1,661,892 0.46% 128,530
Mid INDEPENDENT FINANCIAL GROUP, LLC $1,605,350 0.45% 124,157
Mid Belpointe Asset Management LLC $1,388,319 0.38% 107,372
Mid WEDBUSH SECURITIES INC Broker-Dealer $1,284,272 0.36% 99,325
Mid Concurrent Investment Advisors, LLC $1,264,230 0.35% 97,775
Mid RIVERNORTH CAPITAL MANAGEMENT, LLC $1,236,741 0.34% 95,649
Micro Navis Wealth Advisors, LLC $1,170,475 0.32% 90,524
Small Palogic Value Management, L.P. $1,166,079 0.32% 90,184
Small Triumph Capital Management $1,158,967 0.32% 89,634
Mid Americana Partners, LLC $1,025,568 0.28% 79,317
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $892,144 0.25% 68,998
Small Thomas J. Herzfeld Advisors, Inc. $863,090 0.24% 66,751
Small Samalin Investment Counsel, LLC $847,690 0.24% 65,560
Small Goldstone Financial Group, LLC $835,407 0.23% 64,610
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $821,507 0.23% 63,535
Mid SIT INVESTMENT ASSOCIATES INC $782,446 0.22% 60,514
Mid XTX Topco Ltd $779,265 0.22% 60,268
Small Bramshill Investments, LLC $673,859 0.19% 52,116
Small RFG Advisory, LLC $673,303 0.19% 52,073
Small HBK Sorce Advisory LLC $646,500 0.18% 50,000
Mid AlphaCore Capital LLC $644,340 0.18% 49,833
Mega ENVESTNET ASSET MANAGEMENT INC $609,597 0.17% 47,146
Small MCDONALD PARTNERS LLC $594,780 0.16% 46,000
Mega FIRST TRUST ADVISORS LP $584,746 0.16% 45,224
Micro Meadowbrook Wealth Management, LLC $572,029 0.16% 43,270
Small Logan Stone Capital, LLC $569,644 0.16% 44,056
Large STIFEL FINANCIAL CORP $566,515 0.16% 43,814
Large Kestra Advisory Services, LLC $558,032 0.15% 43,158
Small Maridea Wealth Management LLC $483,944 0.13% 37,428
Large Rockefeller Capital Management L.P. $462,144 0.13% 35,742
Mid CreativeOne Wealth, LLC $460,708 0.13% 35,631
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $434,305 0.12% 33,589
Mid Stratos Wealth Partners, LTD. $408,006 0.11% 31,555
Mid CENTRAL TRUST Co Bank $407,295 0.11% 31,500
Micro Fund Advisors of America Inc/FL $391,016 0.11% 30,241
Mid PFG Investments, LLC $389,658 0.11% 30,136
Large DAVENPORT & Co LLC $366,565 0.10% 28,350
Mid Shay Capital LLC $358,419 0.10% 27,720
Small Crumly & Associates Inc. $356,940 0.10% 27,000
Micro Gridiron Partners, LLC $341,778 0.09% 26,433
Small WEST MICHIGAN ADVISORS, LLC $323,250 0.09% 25,000
Mid FIRST FOUNDATION ADVISORS Endowment $322,319 0.09% 24,928
Large FIFTH THIRD BANCORP Bank $307,682 0.09% 23,796
Large CWM, LLC $300,441 0.08% 23,236
Mid D.A. DAVIDSON & CO. $294,454 0.08% 22,773
Large Creative Planning $291,157 0.08% 22,518
Small Brookwood Investment Group LLC $289,257 0.08% 22,371
Small StoneX Group Inc. $273,534 0.08% 21,155
Micro Buska Wealth Management, LLC $273,430 0.08% 21,147
Small Private Wealth Asset Management, LLC $264,858 0.07% 20,484
Mid VestGen Advisors, LLC $255,884 0.07% 19,790
Mid Williams Jones Wealth Management, LLC. $249,225 0.07% 19,275
Large MML INVESTORS SERVICES, LLC $235,985 0.07% 18,251
Mid World Investment Advisors $233,502 0.06% 18,059
Large SCOTIA CAPITAL INC. $219,965 0.06% 17,012
Micro Clearview Wealth Management LLC $211,457 0.06% 16,354
Small COURIER CAPITAL LLC $210,358 0.06% 16,269
Small NWF Advisory Services Inc. $208,366 0.06% 16,115
Mid IHT Wealth Management, LLC $206,647 0.06% 15,982
Small Tennessee Valley Asset Management Partners $204,009 0.06% 15,778
Mid AE Wealth Management LLC $200,440 0.06% 15,502
Mid Carnegie Investment Counsel $193,950 0.05% 15,000
Small Sovran Advisors, LLC $178,240 0.05% 13,785
Mid Perigon Wealth Management, LLC $176,843 0.05% 13,677
Small Onyx Bridge Wealth Group LLC $170,249 0.05% 13,167
Large MERCER GLOBAL ADVISORS INC /ADV $162,310 0.04% 12,553
Mid LOWE BROCKENBROUGH & CO INC $155,806 0.04% 12,050
Mid KINGSWOOD WEALTH ADVISORS, LLC $147,789 0.04% 11,430
Small Noble Wealth Management PBC $145,142 0.04% 10,979
Small Gateway Wealth Partners, LLC $145,100 0.04% 11,222
Mid Sanctuary Advisors, LLC $142,230 0.04% 11,000
Key facts CIK 1798618 CUSIP 69355M107 13F (30d) 16 filings 8 filers

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