PIMCO Dynamic Income OpportPDO
13F holders, Q1 2026 (March 31)135holders +7
23new positions
16sold out
$12.94avg. 13F price*
At the end of Q1 2026, 135 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings, up 7 from Q4 2025. 23 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($65.8M), UBS Group AG ($46.1M) and Wells Fargo & Company ($30.7M).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $32.1M |
| Exits | 16 | $8.3M |
All 13F filers, Q4 2025 → Q1 2026: 3,345,359 shares bought and 1,688,758 shares sold, net +1,656,601 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Morgan Stanley | 0.00% | Reduce -5.7% | 5,089,711 | $65.8M |
| UBS Group AG | 0.01% | Add +1.2% | 3,565,457 | $46.1M |
| Wells Fargo & Company | 0.01% | Reduce -1.1% | 2,374,387 | $30.7M |
| Royal Bank of Canada | 0.01% | Add +7.0% | 2,347,194 | $30.3M |
| Cerity Partners LLC | 0.03% | New | 1,745,837 | $22.6M |
| Cohen & Steers, Inc. | 0.03% | Add +3.0% | 1,267,824 | $16.4M |
| Invesco Ltd. | 0.00% | Add +5.8% | 983,369 | $12.7M |
| Guggenheim Capital LLC | 0.09% | Add +7.5% | 865,387 | $11.2M |
| Bank of America Corp. | 0.00% | Add +5.1% | 840,793 | $10.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.9% | 657,563 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 656,529 | $8.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.3% | 566,992 | $7.3M |
| Leavell Investment Management, Inc. | 0.21% | Add +1.9% | 392,835 | $5.1M |
| LPL Financial LLC | 0.00% | Add +19.3% | 365,731 | $4.7M |
| International Assets Investment Management, LLC | 0.30% | Add +19.9% | 327,028 | $4.3M |
| Cornerstone Advisory, LLC | 0.37% | Reduce -5.1% | 306,042 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Add +0.6% | 286,227 | $3.7M |
| Integrity Wealth Partners, LLC | 2.71% | — | 233,197 | $3.0M |
| Element Wealth, LLC | 1.20% | Add +0.0% | 224,499 | $2.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.4% | 220,773 | $2.9M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -3.5% | 196,990 | $2.5M |
| Cetera Investment Advisers | 0.00% | Add +15.4% | 195,582 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +33.2% | 187,823 | $2.4M |
| Venture Visionary Partners LLC | 0.08% | Add +47.0% | 187,532 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -4.2% | 175,873 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +73.1% | 175,425 | $2.3M |
| Estate Planners Group, LLC | 0.94% | Reduce -5.4% | 151,178 | $2.0M |
| Anchor Capital Management Group Inc | 1.21% | No change | 134,500 | $1.7M |
| &partners | 0.01% | Reduce -30.0% | 132,772 | $1.7M |
| Shaker Financial Services, LLC | 0.58% | New | 128,530 | $1.7M |
| Independent Financial Group, LLC | 0.04% | Reduce -1.1% | 124,157 | $1.6M |
| Belpointe Asset Management LLC | 0.05% | Reduce -8.8% | 107,372 | $1.4M |
| Wedbush Securities Inc. | 0.04% | Add +0.5% | 99,325 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.5% | 97,775 | $1.3M |
| Rivernorth Capital Management, LLC | 0.06% | New | 95,649 | $1.2M |
| Navis Wealth Advisors, LLC | 0.60% | New | 90,524 | $1.2M |
| Triumph Capital Management | 0.24% | Add +10.4% | 89,634 | $1.2M |
| Palogic Value Management, L.P. | 0.52% | No change | 90,184 | $1.2M |
| Americana Partners, LLC | 0.03% | No change | 79,317 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +47.9% | 68,998 | $892K |
| Thomas J. Herzfeld Advisors, Inc. | 0.29% | Reduce -80.7% | 66,751 | $863K |
| Samalin Investment Counsel, LLC | 0.30% | Reduce -10.5% | 65,560 | $848K |
| Goldstone Financial Group, LLC | 0.09% | Reduce -3.2% | 64,610 | $835K |
| Susquehanna International Group, LLP | 0.00% | New | 63,535 | $822K |
| Sit Investment Associates Inc. | 0.02% | New | 60,514 | $782K |
| XTX Topco Ltd | 0.01% | New | 60,268 | $779K |
| Bramshill Investments, LLC | 0.06% | Reduce -0.6% | 52,116 | $674K |
| RFG Advisory, LLC | 0.01% | Reduce -2.3% | 52,073 | $673K |
| HBK Sorce Advisory LLC | 0.01% | Add +138.1% | 50,000 | $665K |
| AlphaCore Capital LLC | 0.02% | Add +2.5% | 49,833 | $651K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -85.3% | 47,146 | $610K |
| McDonald Partners LLC | 0.14% | No change | 46,000 | $595K |
| First Trust Advisors LP | 0.00% | Reduce -14.7% | 45,224 | $585K |
| Logan Stone Capital, LLC | 0.16% | New | 44,056 | $570K |
| Stifel Financial Corp. | 0.00% | Reduce -1.2% | 43,814 | $567K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -3.7% | 43,158 | $558K |
| Maridea Wealth Management LLC | 0.07% | Add +5.8% | 37,428 | $484K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.1% | 35,742 | $462K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.4% | 35,631 | $461K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +196.5% | 33,589 | $444K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +1.0% | 31,555 | $408K |
| CENTRAL TRUST Co | 0.01% | New | 31,500 | $407K |
| Fund Advisors of America Inc | 0.40% | Add +3.0% | 30,241 | $391K |
| PFG Investments, LLC | 0.02% | Reduce -0.8% | 30,136 | $390K |
| DAVENPORT & Co LLC | 0.00% | Reduce -9.6% | 28,350 | $367K |
| Shay Capital LLC | 0.05% | New | 27,720 | $358K |
| Gridiron Partners, LLC | 0.21% | Reduce -11.8% | 26,433 | $342K |
| West Michigan Advisors, LLC | 0.07% | New | 25,000 | $326K |
| Crumly & Associates Inc. | 0.07% | Add +66.7% | 25,000 | $323K |
| First Foundation Advisors | 0.01% | No change | 24,928 | $322K |
| Fifth Third Bancorp | 0.00% | New | 23,796 | $308K |
| Cwm, LLC | 0.00% | Add +76.3% | 23,236 | $300K |
| D.A. Davidson & Co. | 0.00% | Add +5.3% | 22,773 | $294K |
| Creative Planning | 0.00% | Add +7.8% | 22,518 | $291K |
| Brookwood Investment Group LLC | 0.04% | Reduce -8.8% | 22,371 | $289K |
| StoneX Group Inc. | 0.01% | Add +38.3% | 21,155 | $275K |
| Buska Wealth Management, LLC | 0.11% | Reduce -3.2% | 21,147 | $273K |
| Private Wealth Asset Management, LLC | 0.03% | Add +2.8% | 20,484 | $265K |
| Essential Investment Partners LLC | 0.24% | Add +115.0% | 20,000 | $259K |
| VestGen Advisors, LLC | 0.01% | Add +2.9% | 19,790 | $256K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -15.5% | 19,275 | $249K |
| MML Investors Services, LLC | 0.00% | Add +14.5% | 18,251 | $236K |
| World Investment Advisors | 0.00% | Add +3.8% | 18,059 | $234K |
| Scotia Capital Inc. | 0.00% | Reduce -0.4% | 17,012 | $220K |
| Clearview Wealth Management LLC | 0.15% | — | 16,354 | $211K |
| Courier Capital LLC | 0.01% | No change | 16,269 | $210K |
| NWF Advisory Services Inc. | 0.02% | Add +0.7% | 16,115 | $208K |
| IHT Wealth Management, LLC | 0.00% | New | 15,982 | $207K |
| Tennessee Valley Asset Management Partners | 0.03% | No change | 15,778 | $204K |
| AE Wealth Management LLC | 0.00% | Add +3.1% | 15,502 | $200K |
| Carnegie Investment Counsel | 0.00% | No change | 15,000 | $194K |
| Sovran Advisors, LLC | 0.01% | New | 13,785 | $184K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -15.7% | 13,677 | $177K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 13,167 | $170K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -39.5% | 12,553 | $162K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | Reduce -42.6% | 12,050 | $156K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -5.8% | 11,430 | $148K |
| Equitable Holdings, Inc. | 0.00% | New | 10,631 | $147K |
| Gateway Wealth Partners, LLC | 0.01% | New | 11,222 | $145K |
| Sanctuary Advisors, LLC | 0.00% | New | 11,000 | $142K |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.