PTY — PIMCO Corporate & Income Opp Institutional Holders · Q3 2026
Who owns PIMCO Corporate & Income Opp (PTY)? 17 institutions reported holding $7.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Noble Wealth Management PBC ($4.0M), First Heartland Consultants, Inc. ($1.2M), Fell Capital Management ($612,707).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Noble Wealth Management PBC | $4.0M | 363,339 | Added |
| 2 | First Heartland Consultants, Inc. | $1.2M | 106,987 | Added |
| 3 | FELL CAPITAL MANAGEMENT /ADV | $612,707 | 55,650 | Trimmed |
| 4 | Elm3 Financial Group, LLC | $388,082 | 35,248 | Trimmed |
| 5 | Williams & Novak, LLC | $326,997 | 29,700 | New |
| 6 | INTEGRATED CAPITAL MANAGEMENT, INC. | $234,502 | 21,299 | New |
| 7 | Taylor & Morgan Wealth Management, LLC | $222,228 | 20,184 | Trimmed |
| 8 | Farther Finance Advisors, LLC | $155,447 | 14,119 | Trimmed |
| 9 | McAlister, Sweet & Associates, Inc. | $130,304 | 11,835 | Added |
| 10 | CoreCap Advisors, LLC | $108,999 | 9,900 | Hold |
| 11 | Versant Capital Management, Inc | $27,525 | 2,500 | Hold |
| 12 | EASTERN BANK | $19,818 | 1,800 | Hold |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $18,167 | 1,650 | New |
| 14 | GILPIN WEALTH MANAGEMENT, LLC | $6,166 | 560 | New |
| 15 | MassMutual Private Wealth & Trust, FSB | $22 | 2 | Hold |
| 16 | CX Institutional | $0 | 0 | Exited |
| 17 | Bank of New Hampshire | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30