NEW YORK, NY
PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY— Latest position per institution from SEC 13F filings
15
Institutional holders
23.59M
Total shares held
252.82M
Estimated value
1.18M
Avg. position size
LPL FINANCIAL LLC
CIK 1403438
Shares
2.74M
Value
33.07M
Filed
Mar 31, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 1141802
Shares
2.72M
Value
32.77M
Filed
Mar 31, 2026
MORGAN STANLEY
CIK 895421
Shares
2.58M
Value
31.11M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.14M
Value
25.86M
Filed
Mar 31, 2026
XML FINANCIAL, LLC
CIK 1800465
Shares
1.59M
Value
19.19M
Filed
Mar 31, 2026
MERRITHEW & THORSTEN INC
CIK 2107460
Shares
1.52M
Value
18.37K
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
1.38M
Value
16.61M
Filed
Mar 31, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
1.15M
Value
13.92M
Filed
Mar 31, 2026
ENVESTNET ASSET MANAGEMENT INC
CIK 1407543
Shares
836.91K
Value
10.09M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
817.24K
Value
9.86M
Filed
Mar 31, 2026
LOGAN STONE CAPITAL, LLC
CIK 1535521
Shares
784.87K
Value
9.47M
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
744.65K
Value
10.66K
Filed
Jun 30, 2024
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
656.50K
Value
7.92M
Filed
Mar 31, 2026
PFG INVESTMENTS, LLC
CIK 1973224
Shares
627.33K
Value
7.57M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
615.02K
Value
7.42M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
600.31K
Value
7.24M
Filed
Mar 31, 2026
EQUITABLE HOLDINGS, INC.
CIK 1333986
Shares
548.47K
Value
7.08M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.
CIK 1462284
Shares
524.51K
Value
7.55M
Filed
Sep 30, 2024
ACCEL WEALTH MANAGEMENT
CIK 1838226
Shares
504.40K
Value
6.08M
Filed
Mar 31, 2026
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CIK 1419186
Shares
500.16K
Value
6.03K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | LPL FINANCIAL LLC | 1403438 | 2.74M | 33.07M | Mar 31, 2026 |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1141802 | 2.72M | 32.77M | Mar 31, 2026 |
| 3 | MORGAN STANLEY | 895421 | 2.58M | 31.11M | Mar 31, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 2.14M | 25.86M | Mar 31, 2026 |
| 5 | XML FINANCIAL, LLC | 1800465 | 1.59M | 19.19M | Mar 31, 2026 |
| 6 | MERRITHEW & THORSTEN INC | 2107460 | 1.52M | 18.37K | Mar 31, 2026 |
| 7 | INVESCO LTD. | 914208 | 1.38M | 16.61M | Mar 31, 2026 |
| 8 | CETERA INVESTMENT ADVISERS | 1666741 | 1.15M | 13.92M | Mar 31, 2026 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 1407543 | 836.91K | 10.09M | Mar 31, 2026 |
| 10 | OSAIC HOLDINGS, INC. | 1677044 | 817.24K | 9.86M | Mar 31, 2026 |
| 11 | LOGAN STONE CAPITAL, LLC | 1535521 | 784.87K | 9.47M | Mar 31, 2026 |
| 12 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 744.65K | 10.66K | Jun 30, 2024 |
| 13 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 656.50K | 7.92M | Mar 31, 2026 |
| 14 | PFG INVESTMENTS, LLC | 1973224 | 627.33K | 7.57M | Mar 31, 2026 |
| 15 | GUGGENHEIM CAPITAL LLC | 1283072 | 615.02K | 7.42M | Mar 31, 2026 |
| 16 | ROYAL BANK OF CANADA | 1000275 | 600.31K | 7.24M | Mar 31, 2026 |
| 17 | EQUITABLE HOLDINGS, INC. | 1333986 | 548.47K | 7.08M | Mar 31, 2026 |
| 18 | RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 1462284 | 524.51K | 7.55M | Sep 30, 2024 |
| 19 | ACCEL WEALTH MANAGEMENT | 1838226 | 504.40K | 6.08M | Mar 31, 2026 |
| 20 | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 1419186 | 500.16K | 6.03K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.