PTY institutional holders

PIMCO CORPORATE & INCOME OPP · 13F, 2026Q2

Managers holding221
Shares held35,487,786
Reported value$427.5m
Quarter flows30 new, 88 added, 65 trimmed, 30 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2,723,452$32.8m0.0%
LPL Financial LLC2,646,888$31.8m0.0%
MORGAN STANLEY2,595,560$31.2m0.0%
WELLS FARGO & COMPANY/MN2,454,824$29.5m0.0%
XML Financial, LLC1,754,583$21.1m1.5%
Merrithew & Thorsten Inc1,492,851$18.0m15.3%
Invesco Ltd.1,485,366$17.9m0.0%
Cetera Investment Advisers1,302,411$15.7m0.0%
Cambridge Investment Research Advisors, Inc.1,062,908$12.8m0.0%
ENVESTNET ASSET MANAGEMENT INC949,380$11.4m0.0%
OSAIC HOLDINGS, INC.931,885$11.2m0.0%
GUGGENHEIM CAPITAL LLC794,118$9.6m0.1%
Logan Stone Capital, LLC675,432$8.1m1.7%
ROYAL BANK OF CANADA638,181$7.7m0.0%
AXXCESS WEALTH MANAGEMENT, LLC624,690$7.5m0.1%
Equitable Holdings, Inc.553,112$6.7m0.0%
PFG Investments, LLC504,390$6.1m0.2%
Private Advisor Group, LLC477,867$5.7m0.0%
Accel Wealth Management448,727$5.4m1.2%
COMMONWEALTH EQUITY SERVICES, LLC441,508$5.3m0.0%
Kestra Advisory Services, LLC413,459$5.0m0.0%
Evergreen Wealth Management, LLC388,873$4.7m2.2%
Dynamic Advisor Solutions LLC382,350$4.6m0.1%
BANK OF AMERICA CORP /DE/336,236$4.0m0.0%
Noble Wealth Management PBC333,049$4.0m1.8%

Every holder, line by line, and the full history since 2013: yf.Client().holders("PTY"). PTY price history · All 13F data

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