NEW YORK, NY
PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY— Latest position per institution from SEC 13F filings
15
Institutional holders
24.41M
Total shares held
261.56M
Estimated value
1.22M
Avg. position size
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
Shares
2.72M
Value
32.76M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
2.65M
Value
31.84M
Filed
Jun 30, 2026
MORGAN STANLEY
CIK 895421
Shares
2.60M
Value
31.22M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.45M
Value
29.53M
Filed
Jun 30, 2026
XML FINANCIAL, LLC
CIK 1800465
Shares
1.75M
Value
21.11M
Filed
Jun 30, 2026
MERRITHEW & THORSTEN INC
CIK 2107460
Shares
1.49M
Value
17.96K
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
1.49M
Value
17.87M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
1.30M
Value
15.67M
Filed
Jun 30, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
949.38K
Value
11.42M
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
931.88K
Value
11.21M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
794.12K
Value
9.55M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
744.65K
Value
10.66K
Filed
Jun 30, 2024
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
675.43K
Value
8.13M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
638.18K
Value
7.68M
Filed
Jun 30, 2026
AXXCESS WEALTH MANAGEMENT, LLC
CIK 1911056
Shares
624.69K
Value
7.52M
Filed
Jun 30, 2026
EQUITABLE HOLDINGS, INC.
CIK 1333986
Shares
553.11K
Value
6.65M
Filed
Jun 30, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
531.45K
Value
6.39K
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
524.51K
Value
7.55M
Filed
Sep 30, 2024
PFG INVESTMENTS, LLC
CIK 1973224
Shares
504.39K
Value
6.07M
Filed
Jun 30, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
477.87K
Value
5.75M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | 2.72M | 32.76M | Jun 30, 2026 |
| 2 | LPL FINANCIAL LLC | 1403438 | 2.65M | 31.84M | Jun 30, 2026 |
| 3 | MORGAN STANLEY | 895421 | 2.60M | 31.22M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 2.45M | 29.53M | Jun 30, 2026 |
| 5 | XML FINANCIAL, LLC | 1800465 | 1.75M | 21.11M | Jun 30, 2026 |
| 6 | MERRITHEW & THORSTEN INC | 2107460 | 1.49M | 17.96K | Jun 30, 2026 |
| 7 | INVESCO LTD. | 914208 | 1.49M | 17.87M | Jun 30, 2026 |
| 8 | CETERA INVESTMENT ADVISERS | 1666741 | 1.30M | 15.67M | Jun 30, 2026 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 949.38K | 11.42M | Jun 30, 2026 |
| 10 | OSAIC HOLDINGS, INC. | 1677044 | 931.88K | 11.21M | Jun 30, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 794.12K | 9.55M | Jun 30, 2026 |
| 12 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 744.65K | 10.66K | Jun 30, 2024 |
| 13 | LOGAN STONE CAPITAL, LLC | 1535521 | 675.43K | 8.13M | Jun 30, 2026 |
| 14 | ROYAL BANK OF CANADA | 1000275 | 638.18K | 7.68M | Jun 30, 2026 |
| 15 | AXXCESS WEALTH MANAGEMENT, LLC | 1911056 | 624.69K | 7.52M | Jun 30, 2026 |
| 16 | EQUITABLE HOLDINGS, INC. | 1333986 | 553.11K | 6.65M | Jun 30, 2026 |
| 17 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 531.45K | 6.39K | Jun 30, 2026 |
| 18 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 524.51K | 7.55M | Sep 30, 2024 |
| 19 | PFG INVESTMENTS, LLC | 1973224 | 504.39K | 6.07M | Jun 30, 2026 |
| 20 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 477.87K | 5.75M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.