14 institutions reported holding $10.4M of PIMCO CORPORATE & INCOME OPP (PTY) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dynamic Advisor Solutions LLC ($4.6M), Noble Wealth Management PBC ($4.0M), First Heartland Consultants, Inc. ($1.2M), Avior Wealth Management, LLC ($342,680), CoreCap Advisors, LLC ($119,097). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Dynamic Advisor Solutions LLC | $4.6M | 382,350 | Added |
| 2 | Noble Wealth Management PBC | $4.0M | 333,049 | Added |
| 3 | First Heartland Consultants, Inc. | $1.2M | 99,432 | New |
| 4 | Avior Wealth Management, LLC | $342,680 | 28,485 | Trimmed |
| 5 | CoreCap Advisors, LLC | $119,097 | 9,900 | Added |
| 6 | HARBOR INVESTMENT ADVISORY, LLC | $73,491 | 6,109 | Hold |
| 7 | FNY Investment Advisers, LLC | $38,000 | 3,200 | Hold |
| 8 | Versant Capital Management, Inc | $30,075 | 2,500 | Hold |
| 9 | EASTERN BANK | $21,654 | 1,800 | Hold |
| 10 | CX Institutional | $9,000 | 725 | Trimmed |
| 11 | KERR FINANCIAL PLANNING Corp | $2,434 | 203 | Trimmed |
| 12 | Strategic Investment Solutions, Inc. /IL | $1,600 | 133 | Added |
| 13 | MassMutual Private Wealth & Trust, FSB | $24 | 2 | Hold |
| 14 | Beaird Harris Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30