PTY PIMCO Corporate Opportunity Fu
PIMCO Corporate Opportunity Fu (PTY) Institutional Ownership
What the institutions did with PTY last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2.7M | 7.7% |
| LPL Financial LLC | 2.6M | 7.5% |
| MORGAN STANLEY | 2.6M | 7.3% |
| WELLS FARGO & COMPANY/MN | 2.5M | 6.9% |
| XML Financial, LLC | 1.8M | 4.9% |
| Merrithew & Thorsten Inc | 1.5M | 4.2% |
| Invesco Ltd. | 1.5M | 4.2% |
| Cetera Investment Advisers | 1.3M | 3.7% |
| Cambridge Investment Research Advisors, Inc. | 1.1M | 3.0% |
| ENVESTNET ASSET MANAGEMENT INC | 949.4K | 2.7% |
| OSAIC HOLDINGS, INC. | 931.9K | 2.6% |
| GUGGENHEIM CAPITAL LLC | 794.1K | 2.2% |
| Logan Stone Capital, LLC | 675.4K | 1.9% |
| ROYAL BANK OF CANADA | 638.2K | 1.8% |
| AXXCESS WEALTH MANAGEMENT, LLC | 624.7K | 1.8% |
| Equitable Holdings, Inc. | 553.1K | 1.6% |
| PFG Investments, LLC | 504.4K | 1.4% |
| Private Advisor Group, LLC | 477.9K | 1.3% |
| Accel Wealth Management | 448.7K | 1.3% |
| COMMONWEALTH EQUITY SERVICES, LLC | 441.5K | 1.2% |
| Kestra Advisory Services, LLC | 413.5K | 1.2% |
| Evergreen Wealth Management, LLC | 388.9K | 1.1% |
| Dynamic Advisor Solutions LLC | 382.4K | 1.1% |
| BANK OF AMERICA CORP /DE/ | 336.2K | 0.9% |
| Noble Wealth Management PBC | 333.0K | 0.9% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AXXCESS WEALTH MANAGEMENT, LLC | New | 0 | 624.7K | +624.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 500.2K | 1.1M | +562.7K |
| Ascentis Independent Advisors | Sold Out | 368.4K | 0 | -368.4K |
| Independent Advisor Alliance | Reduced | 371.8K | 14.1K | -357.7K |
| WELLS FARGO & COMPANY/MN | Increased | 2.1M | 2.5M | +310.7K |
| ICON ADVISERS INC/CO | New | 0 | 247.8K | +247.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Increased | 62.1K | 257.1K | +195.0K |
| GUGGENHEIM CAPITAL LLC | Increased | 615.0K | 794.1K | +179.1K |
| Private Advisor Group, LLC | Reduced | 656.5K | 477.9K | -178.6K |
| XML Financial, LLC | Increased | 1.6M | 1.8M | +163.5K |
| JANE STREET GROUP, LLC | Reduced | 209.4K | 60.5K | -148.9K |
| Cetera Investment Advisers | Increased | 1.2M | 1.3M | +148.5K |
| Foundations Investment Advisors, LLC | New | 0 | 143.7K | +143.7K |
| Walser Wealth Management Company, A Ltd Liability Co | New | 0 | 138.8K | +138.8K |
| PFG Investments, LLC | Reduced | 627.3K | 504.4K | -122.9K |
| OSAIC HOLDINGS, INC. | Increased | 817.2K | 931.9K | +114.6K |
| ENVESTNET ASSET MANAGEMENT INC | Increased | 836.9K | 949.4K | +112.5K |
| Logan Stone Capital, LLC | Reduced | 784.9K | 675.4K | -109.4K |
| Invesco Ltd. | Increased | 1.4M | 1.5M | +108.4K |
| CITADEL ADVISORS LLC | New | 0 | 102.9K | +102.9K |
| First Heartland Consultants, Inc. | New | 0 | 99.4K | +99.4K |
| LPL Financial LLC | Reduced | 2.7M | 2.6M | -95.0K |
| COHEN & STEERS, INC. | New | 0 | 90.0K | +90.0K |
| Shay Capital LLC | Sold Out | 74.5K | 0 | -74.5K |
| Noble Wealth Management PBC | Increased | 261.6K | 333.0K | +71.4K |
| Arax Advisory Partners | Increased | 17.2K | 88.1K | +70.9K |
| READYSTATE ASSET MANAGEMENT LP | Sold Out | 70.4K | 0 | -70.4K |
| Savant Capital, LLC | New | 0 | 67.0K | +67.0K |
| CAPTRUST FINANCIAL ADVISORS | Reduced | 106.7K | 40.1K | -66.6K |
| HighTower Advisors, LLC | Increased | 69.1K | 127.5K | +58.4K |
| Accel Wealth Management | Reduced | 504.4K | 448.7K | -55.7K |
| Steward Partners Investment Advisory, LLC | Increased | 222.8K | 278.4K | +55.6K |
| Mariner, LLC | Reduced | 130.5K | 77.7K | -52.8K |
| J.W. COLE ADVISORS, INC. | New | 0 | 52.2K | +52.2K |
| Mission Hills Financial Advisory, LLC | New | 0 | 51.3K | +51.3K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | Reduced | 286.4K | 242.4K | -43.9K |
| Diversify Advisory Services, LLC | New | 0 | 43.2K | +43.2K |
| Virtu Financial LLC | Sold Out | 38.7K | 0 | -38.7K |
| ROYAL BANK OF CANADA | Increased | 600.3K | 638.2K | +37.9K |
| RMG Wealth Management LLC | Sold Out | 36.3K | 0 | -36.3K |
| OPPENHEIMER & CO INC | Reduced | 86.7K | 52.1K | -34.6K |
| XTX Topco Ltd | Increased | 148.8K | 183.4K | +34.6K |
| ABSOLUTE INVESTMENT ADVISERS, LLC | Increased | 82.6K | 116.1K | +33.4K |
| Dynamic Advisor Solutions LLC | Increased | 349.8K | 382.4K | +32.6K |
| World Investment Advisors | Sold Out | 31.8K | 0 | -31.8K |
| Lido Advisors, LLC | Sold Out | 31.0K | 0 | -31.0K |
| Merrithew & Thorsten Inc | Reduced | 1.5M | 1.5M | -30.3K |
| PRIVATE TRUST CO NA | Reduced | 37.4K | 7.2K | -30.2K |
| Compound Planning, Inc. | New | 0 | 29.7K | +29.7K |
| RAYMOND JAMES FINANCIAL INC | Increased | 231.0K | 260.5K | +29.4K |
| UBS Group AG | Reduced | 186.2K | 157.1K | -29.1K |
| Samalin Investment Counsel, LLC | Reduced | 83.9K | 57.6K | -26.2K |
| INDEPENDENT FINANCIAL GROUP, LLC | Reduced | 93.2K | 67.3K | -25.9K |
| Belpointe Asset Management LLC | Sold Out | 25.0K | 0 | -25.0K |
| NORTHERN TRUST CORP | Sold Out | 24.4K | 0 | -24.4K |
| BANK OF AMERICA CORP /DE/ | Increased | 312.0K | 336.2K | +24.2K |
| Evergreen Wealth Management, LLC | Increased | 365.6K | 388.9K | +23.2K |
| Wealth Care LLC | Sold Out | 23.1K | 0 | -23.1K |
| Avestar Capital, LLC | Increased | 12.0K | 34.0K | +22.0K |
| TRUIST FINANCIAL CORP | Increased | 288.2K | 309.6K | +21.5K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.