13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
PDO

PIMCO DYNAMIC INCOME OPRNTS

145 institutions still hold PIMCO DYNAMIC INCOME OPRNTS as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 69355M107·145 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.9%
vs prior quarter
13F value held
$288M
69.0% inst. owned
of float
Holders
145
-118 QoQ
filers reporting
Activity
+56 / −6
+860 added · −775 reduced
this quarter
Concentration
22.87%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

145 institutions reported PDO in Q1 2026. MORGAN STANLEY leads at 22.9% of the visible book. -118 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$66M5.1M0.00%Q1 202602
UBS Group AG
CIK 0001610520
$46M3.6M0.01%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$31M2.4M0.01%Q1 202604
ROYAL BANK OF CANADA
CIK 0001000275
$30M2.3M0.01%Q1 202605
Cerity Partners LLC
CIK 0001566475
$23M1.7M0.03%Q1 202606
Invesco Ltd.
CIK 0000914208
$13M983K0.00%Q1 202607
GUGGENHEIM CAPITAL LLC
CIK 0001283072
$11M865K0.09%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$11M841K0.00%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M658K0.00%Q1 202610
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M657K0.01%Q1 202611
HighTower Advisors, LLC
CIK 0001462245
$7M567K0.01%Q1 202612
LEAVELL INVESTMENT MANAGEMENT, INC.
CIK 0000924181
$5M393K0.21%Q1 202613
LPL Financial LLC
CIK 0001403438
$5M366K0.00%Q1 202614
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$4M327K0.30%Q1 202615
Cornerstone Advisory, LLC
CIK 0001668189
$4M306K0.37%Q1 202616
Private Advisor Group, LLC
CIK 0001567755
$4M286K0.02%Q1 202617
Integrity Wealth Partners, LLC
CIK 0002121884
$3M233K2.71%Q1 202618
Element Wealth, LLC
CIK 0001802743
$3M224K1.20%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M221K0.00%Q1 202620
Capital Investment Advisors, LLC
CIK 0001582732
$3M197K0.04%Q1 2026
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