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Disclosery

PDO PIMCO DYNAMIC INCOME OPRNTS

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COM BEN SHS (fund), issuer CIK 1798618

135 managers (135 13F filers) reported a position in PDO shares at 2026-03-31, 27,856,170 shares in all. 23 filers opened a position and 17 filers sold out during the quarter.

Managers
135
13F filers
135
New
23
Added
46
Reduced
37
Sold out
17
Shares held by filers
27,856,170

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY5,089,711$65.8M<0.01%-307,75413F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,565,457$46.1M0.01%+43,63013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,374,387$30.7M0.01%-26,97813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,347,194$30.3M0.01%+152,71113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC1,745,837$22.6M0.03%new13F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,267,824$16.4M0.03%+37,25413F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.983,369$12.7M<0.01%+54,12213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC865,387$11.2M0.09%+60,65513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/840,793$10.9M<0.01%+40,81013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC657,563$8.5M<0.01%-48,44613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC656,529$8.49M0.01%+6,08713F-HRTimeline
HighTower Advisors, LLC566,992$7.33M0.01%-19,06013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.392,835$5.13M0.21%+7,28313F-HRTimeline
LPL Financial LLC365,731$4.73M<0.01%+59,22913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…327,028$4.32M0.3%+54,29013F-HRTimeline
Cornerstone Advisory, LLC306,042$3.96M0.37%-16,45013F-HRTimeline
Private Advisor Group, LLC286,227$3.7M0.02%+1,78713F-HRTimeline
Integrity Wealth Partners, LLC233,197$3.02M2.71%13F-HRTimeline
Element Wealth, LLC224,499$2.9M1.2%+8113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.220,773$2.85M<0.01%-3,15913F-HRTimelineGroup
Capital Investment Advisors, LLC196,990$2.55M0.04%-7,15813F-HR/ATimeline
Cetera Investment Advisers195,582$2.53M<0.01%+26,13613F-HRTimeline
Cambridge Investment Research Advisors,…187,823$2.43M0.01%+46,82813F-HRTimeline
Venture Visionary Partners LLC187,532$2.42M0.08%+60,00013F-HRTimeline
NewEdge Advisors, LLC175,873$2.27M0.01%-7,61113F-HR/ATimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC175,425$2.27M<0.01%+74,09513F-HRTimelineGroup
Estate Planners Group, LLC151,178$1.95M0.94%-8,66613F-HRTimeline
Anchor Capital Management Group Inc134,500$1.74M1.21%013F-HRTimeline
&PARTNERS132,772$1.72M0.01%-56,81213F-HRTimeline
Shaker Financial Services, LLC128,530$1.66M0.58%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC124,157$1.61M0.04%-1,40713F-HR/ATimeline
Belpointe Asset Management LLC107,372$1.39M0.05%-10,37013F-HRTimeline
WEDBUSH SECURITIES INC99,325$1.28M0.04%+48013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…97,775$1.26M0.01%+5,05013F-HRTimelineGroup
RIVERNORTH CAPITAL MANAGEMENT, LLC95,649$1.24M0.06%new13F-HRTimeline
Navis Wealth Advisors, LLC90,524$1.17M0.6%new13F-HRTimeline
Triumph Capital Management89,634$1.17M0.24%+8,43913F-HRTimeline
Palogic Value Management, L.P.90,184$1.17M0.51%013F-HRTimeline
Americana Partners, LLC79,317$1.03M0.03%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…68,998$892K<0.01%+22,34113F-HRTimelineGroup
Thomas J. Herzfeld Advisors, Inc.66,751$863K0.29%-278,68113F-HRTimeline
Samalin Investment Counsel, LLC65,560$848K0.3%-7,67313F-HRTimeline
Goldstone Financial Group, LLC64,610$835K0.09%-2,12513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…63,535$822K<0.01%new13F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC60,514$782K0.02%new13F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd60,268$779K0.01%new13F-HRTimelineGroup
Bramshill Investments, LLC52,116$674K0.06%-33213F-HRTimeline
RFG Advisory, LLC52,073$673K0.01%-1,20013F-HRTimeline
HBK Sorce Advisory LLC50,000$664K0.01%+29,00013F-HRTimeline
AlphaCore Capital LLC49,833$651K0.02%+1,20913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC47,146$610K<0.01%-273,66113F-HRTimelineGroup
MCDONALD PARTNERS LLC46,000$595K0.14%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP45,224$585K<0.01%-7,80313F-HRTimelineGroup
Logan Stone Capital, LLC44,056$570K0.16%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,814$567K<0.01%-54813F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC43,158$558K<0.01%-1,66213F-HRTimelineGroup
Maridea Wealth Management LLC37,428$484K0.07%+2,03913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…35,742$462K<0.01%+1,72113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,631$461K0.01%+13113F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…33,589$444K<0.01%+22,26113F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.31,555$408K<0.01%+32113F-HRTimelineGroup
CENTRAL TRUST Co31,500$407K0.01%new13F-HRTimeline
Fund Advisors of America Inc/FL30,241$391K0.4%+88513F-HRTimeline
PFG Investments, LLC30,136$390K0.02%-22713F-HRTimeline
DAVENPORT & Co LLC28,350$367K<0.01%-3,00013F-HRTimeline
Shay Capital LLC27,720$358K0.05%new13F-HRTimeline
Gridiron Partners, LLC26,433$342K0.21%-3,53713F-HRTimeline
WEST MICHIGAN ADVISORS, LLC25,000$326K0.07%new13F-HRTimeline
Crumly & Associates Inc.25,000$323K0.07%+10,00013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS24,928$322K0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…23,796$308K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC23,236$300K<0.01%+10,05813F-HRTimelineGroup
D.A. DAVIDSON & CO.22,773$294K<0.01%+1,14013F-HRTimeline
Creative Planningin group Creative Planning22,518$291K<0.01%+1,63413F-HRTimelineGroup
Brookwood Investment Group LLC22,371$289K0.04%-2,16913F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.21,155$275K0.01%+5,85413F-HRTimelineGroup
Buska Wealth Management, LLC21,147$273K0.11%-69113F-HRTimeline
Private Wealth Asset Management, LLC20,484$265K0.03%+55213F-HRTimeline
Essential Investment Partners LLC20,000$259K0.24%+10,70013F-HRTimeline
VestGen Advisors, LLC19,790$256K0.01%+55413F-HRTimeline
Williams Jones Wealth Management, LLC.19,275$249K<0.01%-3,53213F-HRTimeline
MML INVESTORS SERVICES, LLC18,251$236K<0.01%+2,31413F-HRTimeline
World Investment Advisors18,059$234K<0.01%+65313F-HRTimeline
SCOTIA CAPITAL INC.17,012$220K<0.01%-6513F-HRTimeline
Clearview Wealth Management LLC16,354$211K0.15%13F-HRTimeline
COURIER CAPITAL LLC16,269$210K0.01%013F-HR/ATimeline
NWF Advisory Services Inc.16,115$208K0.02%+10713F-HRTimeline
IHT Wealth Management, LLC15,982$207K<0.01%new13F-HRTimeline
Tennessee Valley Asset Management Partn…15,778$204K0.03%013F-HRTimeline
AE Wealth Management LLC15,502$200K<0.01%+47213F-HRTimeline
Carnegie Investment Counsel15,000$194K<0.01%013F-HRTimeline
Sovran Advisors, LLC13,785$184K0.01%new13F-HRTimeline
Perigon Wealth Management, LLC13,677$177K<0.01%-2,55113F-HRTimeline
Onyx Bridge Wealth Group LLC13,167$170K0.02%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV12,553$162K<0.01%-8,18713F-HRTimeline
LOWE BROCKENBROUGH & CO INC12,050$156K0.01%-8,95013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC11,430$148K0.01%-70013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,631$147K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC11,222$145K0.01%new13F-HRTimeline
Sanctuary Advisors, LLC11,000$142K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.10,721$139K<0.01%-4113F-HRTimelineGroup
Beacon Financial Advisory LLC10,639$138K0.03%+4613F-HRTimeline
BURNEY CO/10,600$137K<0.01%013F-HRTimeline
HUB Investment Partners, LLC10,205$132K<0.01%new13F-HRTimeline
Ethos Financial Group, LLC10,000$131K0.01%013F-HRTimeline
Noble Wealth Management PBC9,931$128K0.07%+1,64813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,030$105K<0.01%013F-HRTimelineGroup
TD Waterhouse Canada Inc.7,800$103K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…7,147$92.4K0.03%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,000$90.5K<0.01%013F-HR/ATimelineGroup
IFP Advisors, Inc5,500$71.1K<0.01%+40013F-HRTimeline
Activest Wealth Management4,945$63.9K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…3,750$48.5K<0.01%+2,35013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,733$48.3K<0.01%013F-HRTimelineGroup
Bank of New Hampshire3,725$48.2K0.01%013F-HRTimeline
Osbon Capital Management LLC3,604$46.6K0.04%new13F-HRTimeline
Advisory Services Network, LLC3,377$43.7K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.3,000$38.8K<0.01%-31,58413F-HRTimeline
CoreCap Advisors, LLC2,803$36.2K<0.01%-4,17113F-HRTimeline
Financial Management Professionals, Inc.1,980$25.9K<0.01%+5413F-HRTimeline
Larson Financial Group LLC1,932$25K<0.01%013F-HRTimeline
FNY Investment Advisers, LLC1,600$20K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,533$19.8K<0.01%-4,60113F-HRTimeline
Geneos Wealth Management Inc.1,440$18.6K<0.01%013F-HRTimeline
Aspect Partners, LLC1,269$16.4K0.01%+3613F-HRTimeline
Allworth Financial LP1,029$13.3K<0.01%013F-HRTimeline
SHP Wealth Management842$10.9K<0.01%-17913F-HRTimeline
Beaird Harris Wealth Management, LLC547$7.07K<0.01%new13F-HRTimeline
Arax Advisory Partners500$6.46K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP400$5.17K<0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.330$4.27K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC300$3.96K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC200$2.59K<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC80$1.03K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.870$870<0.01%013F-HRTimeline