Security key
69355M107
PIMCO Dynamic Income Opportunities Fund - COM BEN SHS (PDO)
CUSIP: 69355M107
Q3 2025 13F Holders as of 30 Sep 2025
- Type / Class
- Equity / COM BEN SHS
- Total 13F shares
- 27,062,376
- Share change
- +1,100,072
- Total reported value
- $382,112,811
- Price per share
- $14.12
- Number of holders
- 131
- Value change
- +$15,746,743
- Number of buys
- 72
- Number of sells
- 37
Report period
Q3 2025
Institutions
131
Top holders
10
PDO full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
PIMCO Dynamic Income Opportunities Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 69355M107
Recent filing periods:
Top shareholders of PDO - PIMCO Dynamic Income Opportunities Fund - COM BEN SHS (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
4,687,672
|
$63,189,822 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
3,506,474
|
$47,267,269 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
2,597,042
|
$35,008,118 | — | 30 Jun 2025 | |
| SOL Capital Management CO |
13F
|
Company |
—
class O/S missing
|
1,672,629
|
$22,547,000 | — | 30 Jun 2025 | |
| Cercano Management LLC |
13F
|
Company |
—
class O/S missing
|
1,666,651
|
$22,466,455 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
—
class O/S missing
|
1,359,860
|
$18,331,000 | — | 30 Jun 2025 | |
| COHEN & STEERS, INC. |
13F
|
Company |
—
class O/S missing
|
1,305,639
|
$17,600,000 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
—
class O/S missing
|
932,102
|
$12,564,735 | — | 30 Jun 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
—
class O/S missing
|
773,376
|
$10,425,108 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
—
class O/S missing
|
689,558
|
$9,295,236 | — | 30 Jun 2025 | |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
676,091
|
$9,114,000 | — | 30 Jun 2025 | |
| HighTower Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
531,490
|
$7,164,482 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
—
class O/S missing
|
502,546
|
$6,774,320 | — | 30 Jun 2025 | |
| Cornerstone Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
355,904
|
$4,797,580 | — | 30 Jun 2025 | |
| J.W. COLE ADVISORS, INC. |
13F
|
Company |
—
class O/S missing
|
341,423
|
$4,602,385 | — | 30 Jun 2025 | |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
13F
|
Company |
—
class O/S missing
|
298,853
|
$4,065,013 | — | 30 Jun 2025 | |
| Emmanuel Roman |
3/4/5
|
Other* |
—
class O/S missing
|
270,000
|
$3,148,146 | — | 12 Apr 2023 | |
| Element Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
227,567
|
$3,067,605 | — | 30 Jun 2025 | |
| Consolidated Portfolio Review Corp |
13F
|
Company |
—
class O/S missing
|
224,617
|
$3,027,838 | — | 30 Jun 2025 | |
| Capital Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
216,395
|
$2,917,005 | — | 30 Jun 2025 | |
| LPL Financial LLC |
13F
|
Company |
—
class O/S missing
|
214,737
|
$2,894,648 | — | 30 Jun 2025 | |
| Private Advisor Group, LLC |
13F
|
Company |
—
class O/S missing
|
200,068
|
$2,696,914 | — | 30 Jun 2025 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
—
class O/S missing
|
174,862
|
$2,357,140 | — | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
166,776
|
$2,248,364 | — | 30 Jun 2025 | |
| Cambridge Investment Research Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
151,654
|
$2,044,000 | — | 30 Jun 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
—
class O/S missing
|
151,118
|
$2,037,078 | — | 30 Jun 2025 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
149,773
|
$2,021,936 | — | 30 Jun 2025 | |
| Anchor Capital Management Group Inc |
13F
|
Company |
—
class O/S missing
|
134,500
|
$1,813,060 | — | 30 Jun 2025 | |
| Venture Visionary Partners LLC |
13F
|
Company |
—
class O/S missing
|
127,532
|
$1,719,131 | — | 30 Jun 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
126,385
|
$1,703,669 | — | 30 Jun 2025 | |
| INDEPENDENT FINANCIAL GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
126,269
|
$1,702,106 | — | 30 Jun 2025 | |
| Belpointe Asset Management LLC |
13F
|
Company |
—
class O/S missing
|
106,389
|
$1,434,124 | — | 30 Jun 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
—
class O/S missing
|
97,168
|
$1,310,000 | — | 30 Jun 2025 | |
| Palogic Value Management, L.P. |
13F
|
Company |
—
class O/S missing
|
86,026
|
$1,159,630 | — | 30 Jun 2025 | |
| Concurrent Investment Advisors, LLC |
13F
|
Company |
—
class O/S missing
|
80,892
|
$1,090,425 | — | 30 Jun 2025 | |
| Americana Partners, LLC |
13F
|
Company |
—
class O/S missing
|
79,317
|
$1,069,196 | — | 30 Jun 2025 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
—
class O/S missing
|
76,500
|
$1,031,220 | — | 30 Jun 2025 | |
| Samalin Investment Counsel, LLC |
13F
|
Company |
—
class O/S missing
|
73,108
|
$985,497 | — | 30 Jun 2025 | |
| Goldstone Financial Group, LLC |
13F
|
Company |
—
class O/S missing
|
64,462
|
$869,587 | — | 30 Jun 2025 | |
| Gregory Weston Hall |
3/4/5
|
Other* |
—
class O/S missing
|
70,000
|
$816,186 | — | 06 Jan 2023 | |
| Triumph Capital Management |
13F
|
Company |
—
class O/S missing
|
58,490
|
$788,445 | — | 30 Jun 2025 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
58,285
|
$785,682 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
58,065
|
$782,713 | — | 30 Jun 2025 | |
| READYSTATE ASSET MANAGEMENT LP |
13F
|
Company |
—
class O/S missing
|
53,375
|
$719,495 | — | 30 Jun 2025 | |
| Bramshill Investments, LLC |
13F
|
Company |
—
class O/S missing
|
53,347
|
$719,118 | — | 30 Jun 2025 | |
| CreativeOne Wealth, LLC |
13F
|
Company |
—
class O/S missing
|
49,750
|
$670,630 | — | 30 Jun 2025 | |
| RFG Advisory, LLC |
13F
|
Company |
—
class O/S missing
|
45,778
|
$617,087 | — | 30 Jun 2025 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
—
class O/S missing
|
44,581
|
$600,953 | — | 30 Jun 2025 | |
| Thibault Christian Stracke |
3/4/5
|
Other* |
—
class O/S missing
|
50,000
|
$582,990 | — | 09 Feb 2022 | |
| Wilmington Savings Fund Society, FSB |
13F
|
Company |
—
class O/S missing
|
42,810
|
$577,077 | — | 30 Jun 2025 |
Institutional Holders of PIMCO Dynamic Income Opportunities Fund - COM BEN SHS (PDO) as of Q3 2025
As of 30 Sep 2025,
PIMCO Dynamic Income Opportunities Fund - COM BEN SHS (PDO) was held by
131 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,062,376 shares.
The largest 10 holders included
MORGAN STANLEY, UBS Group AG, WELLS FARGO & COMPANY/MN, SOL Capital Management CO, Cercano Management LLC, ROYAL BANK OF CANADA, COHEN & STEERS, INC., Invesco Ltd., GUGGENHEIM CAPITAL LLC, and BANK OF AMERICA CORP /DE/.
This page lists
132
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
114
Q3 2025 holders
131
Holder diff
17
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.