PIMCO Dynamic Income OpportPDO
13F holders, Q3 2025 (September 30)133holders +18
26new positions
9sold out
$14.00avg. 13F price*
At the end of Q3 2025, 133 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings, up 18 from Q2 2025. 26 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($66.3M), UBS Group AG ($47.4M) and Wells Fargo & Company ($34.6M).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $11.4M |
| Exits | 9 | $4.5M |
All 13F filers, Q2 2025 → Q3 2025: 1,995,685 shares bought and 789,772 shares sold, net +1,205,913 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 133 holders
| Morgan Stanley | 0.00% | Add +0.2% | 4,698,668 | $66.3M |
| UBS Group AG | 0.01% | Reduce -4.3% | 3,357,297 | $47.4M |
| Wells Fargo & Company | 0.01% | Reduce -5.6% | 2,451,069 | $34.6M |
| SOL Capital Management CO | 2.13% | Add +0.4% | 1,679,803 | $23.7M |
| Cercano Management LLC | 0.90% | No change | 1,666,651 | $23.5M |
| Royal Bank of Canada | 0.00% | Add +5.2% | 1,431,012 | $20.2M |
| Cohen & Steers, Inc. | 0.03% | Reduce -4.4% | 1,248,001 | $17.6M |
| Invesco Ltd. | 0.00% | Add +3.5% | 964,934 | $13.6M |
| Guggenheim Capital LLC | 0.09% | Add +5.4% | 814,939 | $11.5M |
| Bank of America Corp. | 0.00% | Add +8.9% | 751,087 | $10.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.8% | 650,339 | $9.2M |
| Raymond James Financial Inc. | 0.00% | Add +24.3% | 624,578 | $8.8M |
| HighTower Advisors, LLC | 0.01% | Add +9.2% | 580,447 | $8.2M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +12.4% | 383,806 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +557.0% | 381,500 | $5.4M |
| Cornerstone Advisory, LLC | 0.47% | Reduce -3.8% | 342,492 | $4.8M |
| Leavell Investment Management, Inc. | 0.19% | Add +6.9% | 319,358 | $4.5M |
| Thomas J. Herzfeld Advisors, Inc. | 1.54% | New | 318,125 | $4.5M |
| LPL Financial LLC | 0.00% | Add +28.4% | 275,740 | $3.9M |
| Consolidated Portfolio Review Corp | 0.42% | Add +6.3% | 238,702 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +18.6% | 237,181 | $3.3M |
| Element Wealth, LLC | 1.40% | Reduce -0.3% | 226,886 | $3.2M |
| &partners | 0.02% | New | 220,000 | $3.1M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -2.1% | 211,908 | $3.0M |
| Cetera Investment Advisers | 0.00% | Add +15.3% | 174,301 | $2.5M |
| Osaic Holdings, Inc. | 0.00% | Add +3.8% | 173,138 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.1% | 146,907 | $2.1M |
| Anchor Capital Management Group Inc | 0.96% | No change | 134,500 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +6.1% | 134,144 | $1.9M |
| Venture Visionary Partners LLC | 0.06% | No change | 127,532 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +19.4% | 127,065 | $1.8M |
| Independent Financial Group, LLC | 0.04% | Reduce -1.4% | 124,502 | $1.8M |
| Wedbush Securities Inc. | 0.05% | Add +6.9% | 103,891 | $1.5M |
| Palogic Value Management, L.P. | 0.55% | Add +4.8% | 90,184 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +9.6% | 88,675 | $1.3M |
| Triumph Capital Management | 0.31% | Add +38.5% | 81,005 | $1.1M |
| Americana Partners, LLC | 0.03% | No change | 79,317 | $1.1M |
| Samalin Investment Counsel, LLC | 0.37% | Add +4.3% | 76,228 | $1.1M |
| First Trust Advisors LP | 0.00% | Reduce -2.3% | 74,773 | $1.1M |
| Goldstone Financial Group, LLC | 0.11% | Add +3.1% | 66,489 | $939K |
| Jane Street Group, LLC | 0.00% | Add +12.9% | 65,828 | $929K |
| Bramshill Investments, LLC | 0.05% | Reduce -2.3% | 52,111 | $736K |
| RFG Advisory, LLC | 0.01% | No change | 45,778 | $646K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -12.1% | 43,750 | $618K |
| Stifel Financial Corp. | 0.00% | Reduce -2.2% | 43,596 | $616K |
| Sunbelt Securities, Inc. | 0.04% | Add +21.2% | 43,023 | $607K |
| Choreo, LLC | 0.01% | New | 42,008 | $595K |
| McDonald Partners LLC | 0.16% | No change | 39,000 | $551K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.2% | 36,427 | $514K |
| AlphaCore Capital LLC | 0.02% | Reduce -2.8% | 34,435 | $491K |
| Maridea Wealth Management LLC | 0.07% | Reduce -0.8% | 35,292 | $479K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +496.5% | 33,404 | $472K |
| Meadowbrook Wealth Management, LLC | 0.48% | — | 32,870 | $464K |
| DAVENPORT & Co LLC | 0.00% | Add +5.0% | 31,350 | $443K |
| Gridiron Partners, LLC | 0.24% | Add +326.2% | 127,724 | $423K |
| PFG Investments, LLC | 0.02% | Add +3.6% | 28,812 | $407K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.9% | 28,764 | $406K |
| Brookwood Investment Group LLC | 0.05% | New | 26,221 | $370K |
| First Foundation Advisors | 0.01% | No change | 24,928 | $352K |
| Lowe Brockenbrough & Co. Inc. | 0.02% | New | 24,400 | $345K |
| NWF Advisory Services Inc. | 0.04% | Add +3.5% | 24,253 | $342K |
| Tectonic Advisors LLC | 0.02% | Reduce -27.6% | 24,057 | $340K |
| D.A. Davidson & Co. | 0.00% | Reduce -5.2% | 23,764 | $336K |
| Williams Jones Wealth Management, LLC. | 0.00% | Add +18.3% | 22,807 | $322K |
| StoneX Group Inc. | 0.01% | New | 19,687 | $280K |
| HBK Sorce Advisory LLC | 0.01% | New | 20,000 | $280K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +18.9% | 18,267 | $258K |
| Buska Wealth Management, LLC | 0.07% | New | 16,781 | $237K |
| Scotia Capital Inc. | 0.00% | Add +49.4% | 16,358 | $231K |
| Courier Capital LLC | 0.01% | No change | 16,269 | $230K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -0.1% | 16,055 | $227K |
| Optimum Investment Advisors | 0.09% | No change | 16,000 | $226K |
| VestGen Advisors, LLC | 0.01% | New | 16,000 | $226K |
| MML Investors Services, LLC | 0.00% | Add +0.3% | 15,801 | $223K |
| Tennessee Valley Asset Management Partners | 0.03% | New | 15,778 | $223K |
| Creative Planning | 0.00% | New | 15,386 | $217K |
| Carnegie Investment Counsel | 0.00% | No change | 15,000 | $212K |
| AE Wealth Management LLC | 0.00% | Add +6.5% | 14,221 | $201K |
| Comerica Bank | 0.00% | Add +70.7% | 13,800 | $195K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 13,167 | $186K |
| Crumly & Associates Inc. | 0.04% | No change | 12,500 | $177K |
| Leigh Baldwin & Co., LLC | 0.10% | New | 12,280 | $173K |
| Two Sigma Securities, LLC | 0.02% | New | 11,737 | $166K |
| Mariner, LLC | 0.00% | New | 11,422 | $161K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.0% | 11,299 | $160K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.02% | Reduce -27.8% | 11,049 | $156K |
| National Bank of Canada | 0.00% | Reduce -18.5% | 11,000 | $155K |
| Cwm, LLC | 0.00% | Add +441.0% | 10,994 | $155K |
| Park National Corp. | 0.00% | No change | 10,974 | $155K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 10,630 | $150K |
| Debussy Capital Management LP | 0.02% | No change | 10,100 | $143K |
| Ethos Financial Group, LLC | 0.01% | No change | 10,000 | $142K |
| Rockefeller Capital Management L.P. | 0.00% | New | 7,889 | $111K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -18.9% | 7,800 | $110K |
| CoreCap Advisors, LLC | 0.00% | Reduce -15.7% | 7,152 | $101K |
| Anfield Capital Management, LLC | 0.03% | New | 7,147 | $101K |
| Advisory Services Network, LLC | 0.00% | New | 7,127 | $101K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +27.3% | 7,000 | $99K |
| Noble Wealth Management PBC | 0.05% | — | 6,514 | $92K |
| Spire Wealth Management | 0.00% | Add +3.6% | 5,733 | $81K |
| Harbour Investments, Inc. | 0.00% | No change | 5,610 | $79K |
| IFP Advisors, Inc | 0.00% | No change | 5,100 | $72K |
| Bank of New Hampshire | 0.01% | No change | 3,725 | $53K |
| Tanglewood Legacy Advisors, LLC | 0.02% | No change | 3,655 | $52K |
| Principal Securities, Inc. | 0.00% | Add +22.5% | 3,435 | $49K |
| Allworth Financial LP | 0.00% | Add +217.0% | 3,233 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +24.1% | 3,090 | $44K |
| Aspect Partners, LLC | 0.02% | New | 2,987 | $42K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -21.3% | 2,700 | $38K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,300 | $32K |
| Larson Financial Group LLC | 0.00% | Reduce -5.0% | 1,932 | $27K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.9% | 1,875 | $27K |
| Assetmark, Inc. | 0.00% | New | 1,881 | $27K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,600 | $22K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,440 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 1,200 | $17K |
| NFSG Corp | 0.00% | No change | 1,000 | $14K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +2.8% | 580 | $8K |
| Arax Advisory Partners | 0.00% | New | 500 | $7K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -77.3% | 500 | $7K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 484 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 400 | $6K |
| Russell Investments Group, Ltd. | 0.00% | New | 250 | $4K |
| Highline Wealth Partners LLC | 0.00% | New | 200 | $3K |
| Whittier Trust Co. | 0.00% | No change | 142 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -1.2% | 80 | $1K |
| Valley National Advisers Inc. | 0.00% | No change | 75 | $1K |
| Wealthspire Advisors, LLC | 0.00% | New | 70 | $989 |
| International Assets Investment Management, LLC | 0.00% | Add +7.4% | 160,833 | $805 |
| BlackRock, Inc. | 0.00% | Reduce -99.7% | 44 | $617 |
| Blue Trust, Inc. | 0.00% | New | 25 | $353 |
| Activest Wealth Management | 0.00% | New | 15 | $199 |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.9% | 1 | $14 |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.