PIMCO Dynamic Income OpportPDO
13F holders, Q2 2026 (June 30)135holders
23new positions
18sold out
$13.25avg. 13F price*
At the end of Q2 2026, 135 institutions reported holding PIMCO Dynamic Income Opport (PDO) in their 13F filings, unchanged from Q1 2026. 23 opened new positions and 18 sold out. The largest holders were Morgan Stanley ($68.4M), UBS Group AG ($48.1M) and Royal Bank of Canada ($32.4M).
- Company
- PIMCO Dynamic Income Opport
- CUSIP
- 69355M107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $19.6M |
| Exits | 18 | $6.4M |
All 13F filers, Q1 2026 → Q2 2026: 2,587,313 shares bought and 1,197,121 shares sold, net +1,390,192 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 135 holders
| Morgan Stanley | 0.00% | Add +1.7% | 5,177,726 | $68.4M |
| UBS Group AG | 0.01% | Add +2.1% | 3,641,299 | $48.1M |
| Royal Bank of Canada | 0.01% | Add +4.5% | 2,453,583 | $32.4M |
| Wells Fargo & Company | 0.01% | Reduce -5.6% | 2,242,251 | $29.6M |
| Cerity Partners LLC | 0.03% | Reduce -0.7% | 1,734,470 | $22.9M |
| Cohen & Steers, Inc. | 0.03% | Add +1.5% | 1,287,083 | $17.0M |
| Invesco Ltd. | 0.00% | Add +4.3% | 1,025,116 | $13.6M |
| Guggenheim Capital LLC | 0.07% | Reduce -2.7% | 842,290 | $11.1M |
| Bank of America Corp. | 0.00% | Reduce -0.1% | 840,308 | $11.1M |
| Cercano Management LLC | 1.38% | New | 783,312 | $10.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.6% | 653,870 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -1.1% | 649,618 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Add +1.5% | 575,315 | $7.6M |
| Cetera Investment Advisers | 0.01% | Add +134.0% | 457,620 | $6.0M |
| LPL Financial LLC | 0.00% | Add +2.1% | 373,292 | $4.9M |
| Leavell Investment Management, Inc. | 0.18% | Reduce -7.6% | 363,117 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.08% | New | 357,226 | $4.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.5% | 281,827 | $3.7M |
| International Assets Investment Management, LLC | 0.22% | Reduce -14.6% | 279,246 | $3.7M |
| Cornerstone Advisory, LLC | 0.31% | Reduce -8.9% | 278,910 | $3.7M |
| Osaic Holdings, Inc. | 0.00% | Add +26.0% | 278,158 | $3.7M |
| Element Wealth, LLC | 1.11% | Reduce -0.2% | 224,130 | $3.0M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -3.3% | 190,567 | $2.5M |
| Venture Visionary Partners LLC | 0.07% | No change | 187,532 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.6% | 184,763 | $2.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +434.6% | 179,552 | $2.4M |
| Belpointe Asset Management LLC | 0.07% | Add +52.7% | 163,917 | $2.2M |
| Estate Planners Group, LLC | 0.90% | Reduce -0.0% | 151,164 | $2.0M |
| Independent Financial Group, LLC | 0.03% | Add +1.2% | 125,668 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +904.3% | 110,468 | $1.5M |
| Wedbush Securities Inc. | 0.04% | Add +11.1% | 110,368 | $1.5M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.8% | 99,525 | $1.3M |
| NewEdge Advisors, LLC | 0.00% | Reduce -44.8% | 97,171 | $1.3M |
| Triumph Capital Management | 0.23% | Add +7.9% | 96,752 | $1.3M |
| Kestra Advisory Services, LLC | 0.00% | Add +120.0% | 94,942 | $1.3M |
| Palogic Value Management, L.P. | 0.44% | Add +3.3% | 93,184 | $1.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +83.1% | 86,308 | $1.1M |
| Shaker Financial Services, LLC | 0.36% | Reduce -33.7% | 85,176 | $1.1M |
| Anchor Capital Management Group Inc | 0.77% | Reduce -37.2% | 84,500 | $1.1M |
| Americana Partners, LLC | 0.02% | No change | 79,317 | $1.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.7% | 77,789 | $1.0M |
| &partners | 0.00% | Reduce -44.7% | 73,472 | $996K |
| Susquehanna International Group, LLP | 0.00% | Add +17.0% | 74,341 | $983K |
| XTX Topco Ltd | 0.01% | Add +14.9% | 69,240 | $915K |
| Thomas J. Herzfeld Advisors, Inc. | 0.27% | No change | 66,751 | $882K |
| Goldstone Financial Group, LLC | 0.08% | Reduce -2.9% | 62,742 | $829K |
| Jane Street Group, LLC | 0.00% | Reduce -66.5% | 58,739 | $777K |
| RFG Advisory, LLC | 0.01% | Add +1.5% | 52,833 | $698K |
| Bramshill Investments, LLC | 0.05% | Add +1.1% | 52,693 | $697K |
| AlphaCore Capital LLC | 0.01% | Add +2.0% | 50,839 | $679K |
| Samalin Investment Counsel, LLC | 0.21% | Reduce -24.5% | 49,512 | $655K |
| HBK Sorce Advisory LLC | 0.01% | No change | 50,000 | $651K |
| McDonald Partners LLC | 0.15% | No change | 46,000 | $608K |
| Meadowbrook Wealth Management, LLC | 0.62% | New | 43,270 | $574K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 43,080 | $570K |
| Maridea Wealth Management LLC | 0.06% | Add +10.9% | 41,526 | $549K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.6% | 35,541 | $470K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.4% | 35,501 | $469K |
| Fifth Third Bancorp | 0.00% | Add +46.2% | 34,791 | $460K |
| Two Sigma Securities, LLC | 0.04% | New | 31,957 | $422K |
| CENTRAL TRUST Co | 0.01% | No change | 31,500 | $416K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -0.4% | 31,420 | $415K |
| Fund Advisors of America Inc | 0.37% | Add +1.6% | 30,726 | $406K |
| PFG Investments, LLC | 0.02% | Reduce -1.2% | 29,782 | $394K |
| DAVENPORT & Co LLC | 0.00% | Reduce -1.3% | 27,988 | $370K |
| MorganRosel Wealth Management, LLC | 0.12% | New | 27,442 | $363K |
| Crumly & Associates Inc. | 0.07% | Add +8.0% | 27,000 | $357K |
| Brookwood Investment Group LLC | 0.04% | Add +20.5% | 26,947 | $356K |
| Accredited Investors Inc. | 0.01% | New | 25,000 | $331K |
| First Foundation Advisors | 0.01% | No change | 24,928 | $330K |
| D.A. Davidson & Co. | 0.00% | Add +0.9% | 22,987 | $304K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 21,430 | $283K |
| AE Wealth Management LLC | 0.00% | Add +36.4% | 21,148 | $280K |
| NWF Advisory Services Inc. | 0.03% | Add +28.4% | 20,683 | $273K |
| VestGen Advisors, LLC | 0.01% | Add +0.2% | 19,823 | $262K |
| Creative Planning | 0.00% | Reduce -13.0% | 19,597 | $259K |
| StoneX Group Inc. | 0.01% | Reduce -8.5% | 19,350 | $258K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 19,275 | $255K |
| Essential Investment Partners LLC | 0.20% | Reduce -7.5% | 18,500 | $245K |
| MML Investors Services, LLC | 0.00% | Add +0.4% | 18,316 | $242K |
| Traynor Capital Management, Inc. | 0.01% | New | 18,197 | $241K |
| World Investment Advisors | 0.00% | Reduce -3.2% | 17,487 | $227K |
| Scotia Capital Inc. | 0.00% | Reduce -1.5% | 16,762 | $222K |
| Courier Capital LLC | 0.01% | No change | 16,269 | $215K |
| Gridiron Partners, LLC | 0.10% | Reduce -43.3% | 15,000 | $198K |
| HRT Financial LP | 0.00% | New | 14,806 | $195K |
| Sovran Advisors, LLC | 0.01% | Add +4.2% | 14,370 | $185K |
| Perigon Wealth Management, LLC | 0.00% | Add +2.4% | 14,004 | $185K |
| Nomura Holdings Inc. | 0.00% | New | 14,000 | $185K |
| Buska Wealth Management, LLC | 0.07% | Reduce -35.1% | 13,733 | $182K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 13,167 | $174K |
| Boothbay Fund Management, LLC | 0.00% | New | 12,942 | $171K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +6.5% | 12,170 | $161K |
| Mariner, LLC | 0.00% | New | 11,405 | $151K |
| Noble Wealth Management PBC | 0.07% | Add +10.6% | 10,979 | $145K |
| Equitable Holdings, Inc. | 0.00% | Add +1.9% | 10,831 | $143K |
| Clearview Wealth Management LLC | 0.09% | Reduce -33.9% | 10,813 | $143K |
| Beacon Financial Advisory LLC | 0.03% | Add +1.0% | 10,746 | $142K |
| BlackRock, Inc. | 0.00% | Reduce -0.0% | 10,717 | $142K |
| Sigma Planning Corp | 0.00% | New | 10,680 | $141K |
| Burney Co./ | 0.00% | No change | 10,600 | $140K |
| Clearstead Advisors, LLC | 0.00% | New | 10,588 | $140K |
| Captrust Financial Advisors | 0.00% | New | 10,439 | $138K |
| HUB Investment Partners, LLC | 0.00% | No change | 10,205 | $135K |
| Connecticut Wealth Management, LLC | 0.01% | New | 10,176 | $135K |
| Ballew Advisors, Inc | 0.07% | New | 10,090 | $134K |
| McAlister, Sweet & Associates, Inc. | 0.07% | New | 10,031 | $133K |
| Ethos Financial Group, LLC | 0.01% | No change | 10,000 | $131K |
| TD Waterhouse Canada Inc. | 0.00% | Add +9.0% | 8,500 | $113K |
| National Bank of Canada | 0.00% | No change | 8,030 | $104K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 7,000 | $93K |
| Spire Wealth Management | 0.00% | Add +53.6% | 5,733 | $76K |
| IFP Advisors, Inc | 0.00% | No change | 5,500 | $73K |
| Activest Wealth Management | 0.01% | No change | 4,945 | $65K |
| Ameritas Advisory Services, LLC | 0.00% | New | 4,278 | $57K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 3,750 | $50K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.1% | 3,745 | $50K |
| Bank of New Hampshire | 0.01% | No change | 3,725 | $49K |
| CoreCap Advisors, LLC | 0.00% | Reduce -7.2% | 2,600 | $34K |
| Financial Management Professionals, Inc. | 0.00% | Add +2.9% | 2,038 | $27K |
| Larson Financial Group LLC | 0.00% | No change | 1,932 | $26K |
| FNY Investment Advisers, LLC | 0.01% | No change | 1,600 | $21K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,440 | $19K |
| Arax Advisory Partners | 0.00% | Add +180.2% | 1,401 | $19K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +316.7% | 1,375 | $18K |
| Aspect Partners, LLC | 0.01% | Add +3.0% | 1,307 | $17K |
| SHP Wealth Management | 0.00% | Add +2.0% | 859 | $11K |
| IFG Advisory, LLC | 0.00% | New | 778 | $10K |
| Osbon Capital Management LLC | 0.01% | Reduce -82.4% | 634 | $8K |
| Harbour Investments, Inc. | 0.00% | Reduce -64.2% | 549 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 400 | $5K |
| Wolff Wiese Magana LLC | 0.00% | Add +225.0% | 260 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 200 | $3K |
| Valley National Advisers Inc. | 0.00% | New | 75 | $992 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -5.6% | 821 | $821 |
"% of holder's portfolio" is PDO's weight in each manager's 13F, not the share of PIMCO Dynamic Income Opport the manager owns.