# PIMCO INCOME OPPORTUNITY FD (PKO)

> Institutional ownership reported to the SEC as of Q3 2021, from Form 13F filings. Source: https://holderbook.com/stocks/PKO/

- Reporting holders: 53
- Reported value: $63.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $17.6M | 716,612 | 0.0% | 16 |
| [COHEN & STEERS, INC.](https://holderbook.com/funds/1284812-cohen-steers-inc/) | $6.2M | 251,579 | 0.0% | 12 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $5.2M | 211,881 | 0.0% | 12 |
| [Invesco Ltd.](https://holderbook.com/funds/914208-invesco-ltd/) | $3.9M | 157,819 | 0.0% | 12 |
| [Wagner Wealth Management, LLC](https://holderbook.com/funds/1728657-wagner-wealth-management-llc/) | $3.5M | 143,030 | 2.8% | 4 |
| [Sigma Planning Corp](https://holderbook.com/funds/1449126-sigma-planning-corp/) | $3.1M | 127,597 | 0.1% | 12 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $2.9M | 119,891 | 0.0% | 12 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $2.6M | 107,144 | 0.0% | 7 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $1.8M | 72,865 | 0.0% | 12 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $1.7M | 67,452 | 0.0% | 12 |
| [HORIZON KINETICS ASSET MANAGEMENT LLC](https://holderbook.com/funds/1056823-horizon-kinetics-asset-management-llc/) | $1.6M | 65,861 | 0.0% | 11 |
| [Meristem Family Wealth, LLC](https://holderbook.com/funds/1511915-meristem-family-wealth-llc/) | $1.4M | 56,851 | 0.1% | 1 |
| [Anfield Capital Management, LLC](https://holderbook.com/funds/1602020-anfield-capital-management-llc/) | $1.2M | 49,042 | 0.4% | 8 |
| [MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV](https://holderbook.com/funds/746504-mid-atlantic-financial-management-inc-adv/) | $761.0K | 31,049 | 0.1% | 12 |
| [NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO](https://holderbook.com/funds/1141802-northwestern-mutual-wealth-management-co/) | $711.0K | 28,988 | 0.0% | 12 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $625.0K | 25,490 | 0.0% | 12 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $608.0K | 24,815 | 0.0% | 12 |
| [FOUNDERS FINANCIAL SECURITIES LLC](https://holderbook.com/funds/1342396-founders-financial-securities-llc/) | $544.0K | 22,200 | 0.1% | 7 |
| [Spire Wealth Management](https://holderbook.com/funds/1858740-spire-wealth-management/) | $519.0K | 21,181 | 0.0% | 3 |
| [MML INVESTORS SERVICES, LLC](https://holderbook.com/funds/701059-mml-investors-services-llc/) | $496.0K | 20,227 | 0.0% | 12 |
| [Kestra Advisory Services, LLC](https://holderbook.com/funds/1830819-kestra-advisory-services-llc/) | $490.0K | 20,001 | 0.0% | 5 |
| [Janney Montgomery Scott LLC](https://holderbook.com/funds/1329948-janney-montgomery-scott-llc/) | $409.0K | 16,670 | 0.0% | 9 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $394.0K | 16,089 | 0.0% | 11 |
| [RIVERNORTH CAPITAL MANAGEMENT, LLC](https://holderbook.com/funds/1447578-rivernorth-capital-management-llc/) | $392.0K | 16,117 | 0.0% | 1 |
| [ENVESTNET ASSET MANAGEMENT INC](https://holderbook.com/funds/1407543-envestnet-asset-management-inc/) | $389.0K | 15,880 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2021 | 53 | $63.1M |
| Q2 2021 | 50 | $67.1M |
| Q1 2021 | 57 | $64.6M |
| Q4 2020 | 59 | $61.3M |
| Q3 2020 | 43 | $50.2M |
| Q2 2020 | 42 | $52.3M |
| Q1 2020 | 51 | $51.3M |
| Q4 2019 | 51 | $62.9M |
| Q3 2019 | 48 | $56.3M |
| Q2 2019 | 42 | $55.3M |
| Q1 2019 | 43 | $57.1M |
| Q4 2018 | 43 | $51.7M |