NEW YORK, NY
PIMCO DYNAMIC INCOME OPPORTUNITIES FUNDPDO— Latest position per institution from SEC 13F filings
15
Institutional holders
26.63M
Total shares held
296.92M
Estimated value
1.33M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
5.18M
Value
68.45M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
3.64M
Value
48.14M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
2.45M
Value
32.44M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
2.24M
Value
29.64M
Filed
Jun 30, 2026
CERITY PARTNERS LLC
CIK 1566475
Shares
1.73M
Value
22.93M
Filed
Jun 30, 2026
SOL CAPITAL MANAGEMENT CO
CIK 1339270
Shares
1.70M
Value
23.51K
Filed
Dec 31, 2025
COHEN & STEERS, INC.
CIK 1284812
Shares
1.29M
Value
17.02K
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
1.19M
Value
15.87K
Filed
Jun 30, 2024
INVESCO LTD.
CIK 914208
Shares
1.03M
Value
13.55M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
842.29K
Value
11.14M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
840.31K
Value
11.11M
Filed
Jun 30, 2026
CERCANO MANAGEMENT LLC
CIK 1936416
Shares
783.31K
Value
10.36M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
653.87K
Value
8.64M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
649.62K
Value
8.59M
Filed
Jun 30, 2026
HIGHTOWER ADVISORS, LLC
CIK 1462245
Shares
575.32K
Value
7.61M
Filed
Jun 30, 2026
CETERA INVESTMENT ADVISERS
CIK 1666741
Shares
457.62K
Value
6.05M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
373.29K
Value
4.93M
Filed
Jun 30, 2026
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 924181
Shares
363.12K
Value
4.85M
Filed
Jun 30, 2026
J.W. COLE ADVISORS, INC.
CIK 1404763
Shares
357.23K
Value
4.72M
Filed
Jun 30, 2026
PRIVATE ADVISOR GROUP, LLC
CIK 1567755
Shares
281.83K
Value
3.73M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 5.18M | 68.45M | Jun 30, 2026 |
| 2 | UBS GROUP AG | 1610520 | 3.64M | 48.14M | Jun 30, 2026 |
| 3 | ROYAL BANK OF CANADA | 1000275 | 2.45M | 32.44M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 2.24M | 29.64M | Jun 30, 2026 |
| 5 | CERITY PARTNERS LLC | 1566475 | 1.73M | 22.93M | Jun 30, 2026 |
| 6 | SOL CAPITAL MANAGEMENT CO | 1339270 | 1.70M | 23.51K | Dec 31, 2025 |
| 7 | COHEN & STEERS, INC. | 1284812 | 1.29M | 17.02K | Jun 30, 2026 |
| 8 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 1.19M | 15.87K | Jun 30, 2024 |
| 9 | INVESCO LTD. | 914208 | 1.03M | 13.55M | Jun 30, 2026 |
| 10 | GUGGENHEIM CAPITAL LLC | 1283072 | 842.29K | 11.14M | Jun 30, 2026 |
| 11 | BANK OF AMERICA CORP /DE/ | 70858 | 840.31K | 11.11M | Jun 30, 2026 |
| 12 | CERCANO MANAGEMENT LLC | 1936416 | 783.31K | 10.36M | Jun 30, 2026 |
| 13 | RAYMOND JAMES FINANCIAL INC | 720005 | 653.87K | 8.64M | Jun 30, 2026 |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 649.62K | 8.59M | Jun 30, 2026 |
| 15 | HIGHTOWER ADVISORS, LLC | 1462245 | 575.32K | 7.61M | Jun 30, 2026 |
| 16 | CETERA INVESTMENT ADVISERS | 1666741 | 457.62K | 6.05M | Jun 30, 2026 |
| 17 | LPL FINANCIAL LLC | 1403438 | 373.29K | 4.93M | Jun 30, 2026 |
| 18 | LEAVELL INVESTMENT MANAGEMENT, INC. | 924181 | 363.12K | 4.85M | Jun 30, 2026 |
| 19 | J.W. COLE ADVISORS, INC. | 1404763 | 357.23K | 4.72M | Jun 30, 2026 |
| 20 | PRIVATE ADVISOR GROUP, LLC | 1567755 | 281.83K | 3.73M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.