DOSSIER · 13F Holders · Q2 2026
PDO

PIMCO DYNAMIC INCOME OPRNTS

151 institutions still hold PIMCO DYNAMIC INCOME OPRNTS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69355M107·151 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$321M
visible holders
Holders
151
filers reporting
Concentration
21.35%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

151 institutions reported PDO in Q2 2026. MORGAN STANLEY leads at 21.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$68M5.2M0.00%Q2 2026
02
UBS Group AG
CIK 0001610520
$48M3.6M0.01%Q2 2026
03
ROYAL BANK OF CANADA
CIK 0001000275
$32M2.5M0.00%Q2 2026
04
WELLS FARGO & COMPANY/MN
CIK 0000072971
$30M2.2M0.00%Q2 2026
05
Cerity Partners LLC
CIK 0001566475
$23M1.7M0.03%Q2 2026
06
COHEN & STEERS, INC.
CIK 0001284812
$16M1.3M0.03%Q1 2026
07
Invesco Ltd.
CIK 0000914208
$14M1.0M0.00%Q2 2026
08
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$11M842K0.07%Q2 2026
09
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M840K0.00%Q2 2026
10
Cercano Management LLC
CIK 0001936416
$10M783K1.38%Q2 2026
11
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M654K0.00%Q2 2026
12
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M650K0.01%Q2 2026
13
HighTower Advisors, LLC
CIK 0001462245
$8M575K0.01%Q2 2026
14
Cetera Investment Advisers
CIK 0001666741
$6M458K0.01%Q2 2026
15
LPL Financial LLC
CIK 0001403438
$5M373K0.00%Q2 2026
16
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$5M363K0.18%Q2 2026
17
J.W. COLE ADVISORS, INC.
CIK 0001404763
$5M357K0.08%Q2 2026
18
Private Advisor Group, LLC
CIK 0001567755
$4M282K0.02%Q2 2026
19
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$4M279K0.22%Q2 2026
20
Cornerstone Advisory, LLC
CIK 0001668189
$4M279K0.31%Q2 2026
Page 1 of 8
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Insiders at PIMCO DYNAMIC INCOME OPRNTS
Rappaport AlanRoman EmmanuelHall Gregory WestonMeggers Julie AnnStracke Thibault ChristianFisher David Nichols IiiSchneider Jerome MZhang Hao Jessica