PIMCO CORPORATE & INCOME OPPORTUNITY FUND (PTY) — Institutional Holders, Q2 2026 (page 3)
224 institutional investment managers reported a PTY position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $421.3M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 224. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
PTY 13F holders ranked 201–224 of 224
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Crewe Advisors#201 · 850 sh | 850 | $10.2K | <0.01% | 0.0% |
| 202 | Align Financial#202 · 750 sh | 750 | $9.0K | — | -57.1% |
| 203 | CX Institutional#203 · 725 sh | 725 | $9.0K | — | -52.1% |
| 204 | Moisand Fitzgerald Tamayo#204 · 745 sh | 745 | $9.0K | — | 0.0% |
| 205 | Coston, McIsaac & Partners#205 · 695 sh | 695 | $8.0K | <0.01% | +3.0% |
| 206 | Smartleaf Asset Management#206 · 602 sh | 602 | $7.2K | <0.01% | 0.0% |
| 207 | BOYD WATTERSON ASSET MANAGEMENT#207 · 500 sh | 500 | $6.0K | <0.01% | 0.0% |
| 208 | MCGUIRE CAPITAL ADVISORS#208 · 436 sh | 436 | $5.2K | <0.01% | 0.0% |
| 209 | Union Bankshares#209 · 425 sh | 425 | $5.1K | <0.01% | 0.0% |
| 210 | Larson Financial Group#210 · 407 sh | 407 | $4.9K | <0.01% | New |
| 211 | GHP Investment Advisors#211 · 400 sh | 400 | $4.8K | — | -84.9% |
| 212 | Ancora Advisors#212 · 300 sh | 300 | $3.6K | <0.01% | 0.0% |
| 213 | Physician Wealth Advisors#213 · 300 sh | 300 | $3.6K | — | 0.0% |
| 214 | HIGHLINE WEALTH PARTNERS#214 · 300 sh | 300 | $3.6K | — | 0.0% |
| 215 | JFS WEALTH ADVISORS#215 · 226 sh | 226 | $2.7K | <0.01% | New |
| 216 | KERR FINANCIAL PLANNING#216 · 203 sh | 203 | $2.4K | <0.01% | -2.9% |
| 217 | Wilmington Savings Fund Society, FSB#217 · 200 sh | 200 | $2.4K | — | 0.0% |
| 218 | HOEY INVESTMENTS#218 · 151 sh | 151 | $1.8K | <0.01% | 0.0% |
| 219 | Strategic Investment Solutions#219 · 133 sh | 133 | $1.6K | <0.01% | +33.0% |
| 220 | FIRST HORIZON NATIONAL#220 · 100 sh | 100 | $1.2K | — | New |
| 221 | ASSETMARK#221 · 98 sh | 98 | $1.2K | — | -83.6% |
| 222 | James T. Borello RIA#222 · 60 sh | 60 | $722.00 | — | New |
| 223 | Kingdom Financial Group#223 · 4 sh | 4 | $48.00 | 0.00% | -99.1% |
| 224 | MassMutual Private Wealth & , FSB#224 · 2 sh | 2 | $24.00 | — | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.