Security key
69355M107
PIMCO Dynamic Income Opportunities Fund - COM BEN SHS (PDO)
CUSIP: 69355M107
Q4 2025 13F Holders as of 31 Dec 2025
- Type / Class
- Equity / COM BEN SHS
- Total 13F shares
- 27,716,856
- Share change
- +54,249
- Total reported value
- $383,705,347
- Price per share
- $13.84
- Number of holders
- 127
- Value change
- +$207,565
- Number of buys
- 60
- Number of sells
- 50
Report period
Q4 2025
Institutions
127
Top holders
10
PDO full security history
Newer quarter: Q1 2026
Previous quarter: Q3 2025
PIMCO Dynamic Income Opportunities Fund SEC filings
Broader feeds
Reporting periods
Holder history for CUSIP 69355M107
Recent filing periods:
Ownership snapshot
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. Start with the largest verified stakes, then open the linked filing trail.
Lead holder
MORGAN STANLEY
13D/G signal
—
Evidence rows
50
Latest as of
30 Sep 2025
13F
3/4/5
Highest disclosed value: $66,345,195
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| MORGAN STANLEY |
13F
Company
|
—
class O/S missing
|
$66,345,195
4,698,668 shares
|
— | 30 Sep 2025 |
| UBS Group AG |
13F
Company
|
—
class O/S missing
|
$47,405,033
3,357,297 shares
|
— | 30 Sep 2025 |
| WELLS FARGO & COMPANY/MN |
13F
Company
|
—
class O/S missing
|
$34,609,091
2,451,069 shares
|
— | 30 Sep 2025 |
| SOL Capital Management CO |
13F
Company
|
—
class O/S missing
|
$23,719,000
1,679,803 shares
|
— | 30 Sep 2025 |
| Cercano Management LLC |
13F
Company
|
—
class O/S missing
|
$23,533,112
1,666,651 shares
|
— | 30 Sep 2025 |
| ROYAL BANK OF CANADA |
13F
Company
|
—
class O/S missing
|
$20,206,000
1,431,012 shares
|
— | 30 Sep 2025 |
| COHEN & STEERS, INC. |
13F
Company
|
—
class O/S missing
|
$17,622,000
1,248,001 shares
|
— | 30 Sep 2025 |
| Invesco Ltd. |
13F
Company
|
—
class O/S missing
|
$13,624,868
964,934 shares
|
— | 30 Sep 2025 |
| GUGGENHEIM CAPITAL LLC |
13F
Company
|
—
class O/S missing
|
$11,506,939
814,939 shares
|
— | 30 Sep 2025 |
| BANK OF AMERICA CORP /DE/ |
13F
Company
|
—
class O/S missing
|
$10,605,346
751,087 shares
|
— | 30 Sep 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC |
13F
Company
|
—
class O/S missing
|
$9,183,000
650,339 shares
|
— | 30 Sep 2025 |
| RAYMOND JAMES FINANCIAL INC |
13F
Company
|
—
class O/S missing
|
$8,819,050
624,578 shares
|
— | 30 Sep 2025 |
| HighTower Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$8,195,861
580,447 shares
|
— | 30 Sep 2025 |
| J.W. COLE ADVISORS, INC. |
13F
Company
|
—
class O/S missing
|
$5,419,339
383,806 shares
|
— | 30 Sep 2025 |
| ENVESTNET ASSET MANAGEMENT INC |
13F
Company
|
—
class O/S missing
|
$5,386,783
381,500 shares
|
— | 30 Sep 2025 |
| Cornerstone Advisory, LLC |
13F
Company
|
—
class O/S missing
|
$4,835,994
342,492 shares
|
— | 30 Sep 2025 |
| LEAVELL INVESTMENT MANAGEMENT, INC. |
13F
Company
|
—
class O/S missing
|
$4,549,686
319,358 shares
|
— | 30 Sep 2025 |
| Thomas J. Herzfeld Advisors, Inc. |
13F
Company
|
—
class O/S missing
|
$4,491,925
318,125 shares
|
— | 30 Sep 2025 |
| LPL Financial LLC |
13F
Company
|
—
class O/S missing
|
$3,893,449
275,740 shares
|
— | 30 Sep 2025 |
| Consolidated Portfolio Review Corp |
13F
Company
|
—
class O/S missing
|
$3,370,467
238,702 shares
|
— | 30 Sep 2025 |
| Private Advisor Group, LLC |
13F
Company
|
—
class O/S missing
|
$3,349,000
237,181 shares
|
— | 30 Sep 2025 |
| Element Wealth, LLC |
13F
Company
|
—
class O/S missing
|
$3,203,625
226,886 shares
|
— | 30 Sep 2025 |
| Emmanuel Roman |
3/4/5
Other*
|
—
class O/S missing
|
$3,148,146
270,000 shares
|
— | 12 Apr 2023 |
| &PARTNERS |
13F
Company
|
—
class O/S missing
|
$3,106,399
220,000 shares
|
— | 30 Sep 2025 |
| Capital Investment Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$2,992,141
211,908 shares
|
— | 30 Sep 2025 |
| Cetera Investment Advisers |
13F
Company
|
—
class O/S missing
|
$2,461,135
174,301 shares
|
— | 30 Sep 2025 |
| OSAIC HOLDINGS, INC. |
13F
Company
|
—
class O/S missing
|
$2,409,218
173,138 shares
|
— | 30 Sep 2025 |
| Cambridge Investment Research Advisors, Inc. |
13F
Company
|
—
class O/S missing
|
$2,074,000
146,907 shares
|
— | 30 Sep 2025 |
| Anchor Capital Management Group Inc |
13F
Company
|
—
class O/S missing
|
$1,899,140
134,500 shares
|
— | 30 Sep 2025 |
| NewEdge Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$1,894,114
134,144 shares
|
— | 30 Sep 2025 |
| Venture Visionary Partners LLC |
13F
Company
|
—
class O/S missing
|
$1,800,752
127,532 shares
|
— | 30 Sep 2025 |
| Belpointe Asset Management LLC |
13F
Company
|
—
class O/S missing
|
$1,794,158
127,065 shares
|
— | 30 Sep 2025 |
| INDEPENDENT FINANCIAL GROUP, LLC |
13F
Company
|
—
class O/S missing
|
$1,757,962
124,502 shares
|
— | 30 Sep 2025 |
| WEDBUSH SECURITIES INC |
13F
Company
|
—
class O/S missing
|
$1,467,000
103,891 shares
|
— | 30 Sep 2025 |
| Palogic Value Management, L.P. |
13F
Company
|
—
class O/S missing
|
$1,273,398
90,184 shares
|
— | 30 Sep 2025 |
| Concurrent Investment Advisors, LLC |
13F
Company
|
—
class O/S missing
|
$1,252,091
88,675 shares
|
— | 30 Sep 2025 |
| Triumph Capital Management |
13F
Company
|
—
class O/S missing
|
$1,143,791
81,005 shares
|
— | 30 Sep 2025 |
| Americana Partners, LLC |
13F
Company
|
—
class O/S missing
|
$1,119,959
79,317 shares
|
— | 30 Sep 2025 |
| Samalin Investment Counsel, LLC |
13F
Company
|
—
class O/S missing
|
$1,076,346
76,228 shares
|
— | 30 Sep 2025 |
| FIRST TRUST ADVISORS LP |
13F
Company
|
—
class O/S missing
|
$1,055,794
74,773 shares
|
— | 30 Sep 2025 |
| Goldstone Financial Group, LLC |
13F
Company
|
—
class O/S missing
|
$938,830
66,489 shares
|
— | 30 Sep 2025 |
| JANE STREET GROUP, LLC |
13F
Company
|
—
class O/S missing
|
$929,491
65,828 shares
|
— | 30 Sep 2025 |
| Gregory Weston Hall |
3/4/5
Other*
|
—
class O/S missing
|
$816,186
70,000 shares
|
— | 06 Jan 2023 |
| Bramshill Investments, LLC |
13F
Company
|
—
class O/S missing
|
$735,807
52,111 shares
|
— | 30 Sep 2025 |
| RFG Advisory, LLC |
13F
Company
|
—
class O/S missing
|
$646,385
45,778 shares
|
— | 30 Sep 2025 |
| CreativeOne Wealth, LLC |
13F
Company
|
—
class O/S missing
|
$617,750
43,750 shares
|
— | 30 Sep 2025 |
| STIFEL FINANCIAL CORP |
13F
Company
|
—
class O/S missing
|
$615,572
43,596 shares
|
— | 30 Sep 2025 |
| Sunbelt Securities, Inc. |
13F
Company
|
—
class O/S missing
|
$607,485
43,023 shares
|
— | 30 Sep 2025 |
| CHOREO, LLC |
13F
Company
|
—
class O/S missing
|
$595,116
42,008 shares
|
— | 30 Sep 2025 |
| Thibault Christian Stracke |
3/4/5
Other*
|
—
class O/S missing
|
$582,990
50,000 shares
|
— | 09 Feb 2022 |
How to read this table
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.
13F holder rows
Institutional holders as of Q4 2025
Investor-level positions for this CUSIP, loaded as an interactive table.
Institutions
127
Shares
27,716,856
Rows loaded
127
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
131
Q4 2025 holders
127
Holder diff
-4
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.