NEW YORK, NY
PIMCO DYNAMIC INCOME OPPORTUNITIES FUNDPDO— Latest position per institution from SEC 13F filings
15
Institutional holders
27.27M
Total shares held
301.28M
Estimated value
1.36M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
5.09M
Value
65.81M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
3.57M
Value
46.10M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.37M
Value
30.70M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
2.35M
Value
30.35M
Filed
Mar 31, 2026
CERITY PARTNERS LLC
CIK 1566475
Shares
1.75M
Value
22.57M
Filed
Mar 31, 2026
SOL CAPITAL MANAGEMENT CO
CIK 1339270
Shares
1.70M
Value
23.51K
Filed
Dec 31, 2025
CERCANO MANAGEMENT LLC
CIK 1936416
Shares
1.67M
Value
23.53M
Filed
Sep 30, 2025
COHEN & STEERS, INC.
CIK 1284812
Shares
1.27M
Value
16.39K
Filed
Mar 31, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.19M
Value
15.87K
Filed
Jun 30, 2024
INVESCO LTD.
CIK 914208
Shares
983.37K
Value
12.71M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
865.39K
Value
11.19M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
840.79K
Value
10.87M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
657.56K
Value
8.50M
Filed
Mar 31, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
656.53K
Value
8.49M
Filed
Mar 31, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
566.99K
Value
7.33M
Filed
Mar 31, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 924181
Shares
392.83K
Value
5.13M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
365.73K
Value
4.73M
Filed
Mar 31, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
356.20K
Value
4.93M
Filed
Dec 31, 2025
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 1818604
Shares
327.03K
Value
4.32M
Filed
Mar 31, 2026
CORNERSTONE ADVISORY, LLC
CIK 1668189
Shares
306.04K
Value
3.96M
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 5.09M | 65.81M | Mar 31, 2026 |
| 2 | UBS GROUP AG | 1610520 | 3.57M | 46.10M | Mar 31, 2026 |
| 3 | WELLS FARGO & COMPANY/MN | 72971 | 2.37M | 30.70M | Mar 31, 2026 |
| 4 | ROYAL BANK OF CANADA | 1000275 | 2.35M | 30.35M | Mar 31, 2026 |
| 5 | CERITY PARTNERS LLC | 1566475 | 1.75M | 22.57M | Mar 31, 2026 |
| 6 | SOL CAPITAL MANAGEMENT CO | 1339270 | 1.70M | 23.51K | Dec 31, 2025 |
| 7 | CERCANO MANAGEMENT LLC | 1936416 | 1.67M | 23.53M | Sep 30, 2025 |
| 8 | COHEN & STEERS, INC. | 1284812 | 1.27M | 16.39K | Mar 31, 2026 |
| 9 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.19M | 15.87K | Jun 30, 2024 |
| 10 | INVESCO LTD. | 914208 | 983.37K | 12.71M | Mar 31, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 865.39K | 11.19M | Mar 31, 2026 |
| 12 | BANK OF AMERICA CORP /DE/ | 70858 | 840.79K | 10.87M | Mar 31, 2026 |
| 13 | RAYMOND JAMES FINANCIAL INC | 720005 | 657.56K | 8.50M | Mar 31, 2026 |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 656.53K | 8.49M | Mar 31, 2026 |
| 15 | HIGHTOWER ADVISORS, LLC | 1462245 | 566.99K | 7.33M | Mar 31, 2026 |
| 16 | LEAVELL INVESTMENT MANAGEMENT, INC. | 924181 | 392.83K | 5.13M | Mar 31, 2026 |
| 17 | LPL FINANCIAL LLC | 1403438 | 365.73K | 4.73M | Mar 31, 2026 |
| 18 | J.W. COLE ADVISORS, INC. | 1404763 | 356.20K | 4.93M | Dec 31, 2025 |
| 19 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1818604 | 327.03K | 4.32M | Mar 31, 2026 |
| 20 | CORNERSTONE ADVISORY, LLC | 1668189 | 306.04K | 3.96M | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.