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PDO — PIMCO Dynamic Income Oprnts Institutional Holders · Q3 2026

Who owns PIMCO Dynamic Income Oprnts (PDO)? 11 institutions reported holding $5.12M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Venture Visionary Partners LLC ($2.9M), Gridiron Partners, LLC ($930,524), Meadowbrook Wealth Management, LLC ($439,057).

RankInstitutionValueSharesChange
1Venture Visionary Partners LLC$2.9M245,399Added
2Gridiron Partners, LLC$930,52478,459Added
3Meadowbrook Wealth Management, LLC$439,05737,020Trimmed
4Crumly & Associates Inc.$320,22027,000Hold
5Noble Wealth Management PBC$177,79214,991Added
6Ballew Advisors, Inc$127,55010,533Added
7McAlister, Sweet & Associates, Inc.$119,20510,051Added
8CoreCap Advisors, LLC$45,0683,800Added
9Bank of New Hampshire$44,1793,725Hold
10TOTH FINANCIAL ADVISORY CORP$4,744400Hold
11Buska Wealth Management, LLC$00Exited

Source: SEC Form 13F filings · as of 2026-09-30