DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

PTY

PIMCO CORPORATE & INCOME OPP

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

CUSIP 72201B101·239 13F holders·last filed Mar 31, 2026

Market cap

—

▼ 1.5%

vs prior quarter

13F value held

$267M

52.0% inst. owned

of float

Holders

239

+130 QoQ

filers reporting

Activity

+24 / −10

+983 added · −788 reduced

this quarter

Concentration

12.37%

LPL Financial LLC #1

top holder share

AI Holders Summary · Q1 2026

239 institutions reported PTY in Q1 2026. LPL Financial LLC leads at 12.4% of the visible book. +130 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

LPL Financial LLC

$33M2.7M0.01%Q1 2026 02

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$33M2.7M0.02%Q1 2026 03

$31M2.6M0.00%Q1 2026 04

WELLS FARGO & COMPANY/MN

$26M2.1M0.00%Q1 2026 05

XML Financial, LLC

$19M1.6M1.55%Q1 2026 06

$17M1.4M0.00%Q1 2026 07

Cetera Investment Advisers

$14M1.2M0.01%Q1 2026 08

Logan Stone Capital, LLC

$12M949K3.02%Q4 2025 09

ENVESTNET ASSET MANAGEMENT INC

$10M837K0.00%Q1 2026 10

OSAIC HOLDINGS, INC.

$10M817K0.01%Q1 2026 11

Private Advisor Group, LLC

$8M657K0.04%Q1 2026 12

PFG Investments, LLC

$8M627K0.35%Q1 2026 13

GUGGENHEIM CAPITAL LLC

$7M615K0.06%Q1 2026 14

ROYAL BANK OF CANADA

$7M600K0.00%Q1 2026 15

Equitable Holdings, Inc.

$7M548K0.05%Q1 2026 16

Accel Wealth Management

$6M504K1.59%Q1 2026 17

COMMONWEALTH EQUITY SERVICES, LLC

$6M459K0.01%Q1 2026 18

Kestra Advisory Services, LLC

$5M409K0.02%Q1 2026 19

Independent Advisor Alliance

$4M372K0.05%Q1 2026 20

Golden State Equity Partners

$4M368K0.34%Q1 2026

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