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DoubleLine Yield Opportunities Fund

DLY
Exchange
NYSE
SEC CIK
0001788399

In the last 90 days, DoubleLine Yield Opportunities Fund insiders filed 1 open-market purchase and 0 sales; 89 institutions reported holding it in 13F filings for Q2 2026, worth $187.3M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in DoubleLine Yield Opportunities Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
36
No complete 13F data for Q4 2020
Shares held
8.75M
No complete 13F data for Q4 2020
Total value
$167.4M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting DLY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 36 institutions
Q1 2021: 36 institutionsQ2 2021: 38 institutionsQ3 2021: 39 institutionsQ4 2021: 50 institutionsQ1 2022: 52 institutionsQ2 2022: 57 institutionsQ3 2022: 54 institutionsQ4 2022: 58 institutionsQ1 2023: 54 institutionsQ2 2023: 52 institutionsQ3 2023: 63 institutionsQ4 2023: 73 institutionsQ1 2024: 78 institutionsQ2 2024: 74 institutionsQ3 2024: 77 institutionsQ4 2024: 82 institutionsQ1 2025: 73 institutionsQ2 2025: 80 institutionsQ3 2025: 91 institutionsQ4 2025: 100 institutionsQ1 2026: 95 institutionsQ2 2026: 89 institutions
Value heldQ1 2021: $167.4M
Q1 2021: $167.4MQ2 2021: $194.8MQ3 2021: $199.6MQ4 2021: $223.2MQ1 2022: $204.4MQ2 2022: $176.0MQ3 2022: $159.6MQ4 2022: $158.2MQ1 2023: $165.1MQ2 2023: $162.7MQ3 2023: $154.9MQ4 2023: $147.5MQ1 2024: $157.0MQ2 2024: $151.0MQ3 2024: $149.7MQ4 2024: $144.4MQ1 2025: $166.0MQ2 2025: $162.1MQ3 2025: $167.3MQ4 2025: $191.9MQ1 2026: $191.4MQ2 2026: $187.3M
Institutions holding DLY and their total value by quarter
QuarterHoldersValue
Q2 202689$187.3M
Q1 202695$191.4M
Q4 2025100$191.9M
Q3 202591$167.3M
Q2 202580$162.1M
Q1 202573$166.0M
Q4 202482$144.4M
Q3 202477$149.7M
Q2 202474$151.0M
Q1 202478$157.0M
Q4 202373$147.5M
Q3 202363$154.9M
Q2 202352$162.7M
Q1 202354$165.1M
Q4 202258$158.2M
Q3 202254$159.6M
Q2 202257$176.0M
Q1 202252$204.4M
Q4 202150$223.2M
Q3 202139$199.6M
Q2 202138$194.8M
Q1 202136$167.4M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding DLY in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Patriot Financial Group Insurance Agency, LLC431$8.00K0.00%––
Central Trust Co1,250$24.0K0.00%––
FourThought Financial, LLC3,100$59.0K0.01%––
Rockefeller Capital Management L.P.6,908$132.0K0.00%––
Advisor Group Holdings, Inc.7,547$144.0K0.00%––
Crewe Advisors LLC7,500$144.0K0.04%––
FNY Investment Advisers, LLC7,696$147.0K0.06%––
HighTower Advisors, LLC10,000$191.0K0.00%––
Envestnet Asset Management Inc10,139$194.0K0.00%––
Independent Financial Group, LLC10,182$194.9K0.03%––
Transcend Wealth Collective, LLC10,496$200.0K0.02%––
B. Riley Wealth Management, Inc.11,114$213.0K0.02%––
Kestra Private Wealth Services, LLC11,791$226.0K0.02%––
Optimum Investment Advisors17,808$341.0K0.10%––
Commonwealth Equity Services, LLC25,079$480.0K0.00%––
Stifel Financial Corp41,227$789.0K0.00%––
Wedbush Securities Inc45,180$865.0K0.05%––
Robinson Capital Management, LLC51,674$994.0K0.53%––
Mariner Investment Group LLC54,403$1.04M2.59%––
D.A. Davidson & Co.55,000$1.05M0.01%––
Evoke Wealth, LLC59,886$1.15M0.05%––
Jefferies Group LLC70,191$1.34M0.03%––
Usca Ria LLC93,286$1.78M0.12%––
Relative Value Partners Group, LLC129,915$2.49M0.21%––
Family Management Corp154,562$2.96M0.93%––
Penn Mutual Asset Management, LLC250,000$4.79M5.41%––
Pettinga Financial Advisors, LLC288,578$5.52M1.61%––
Litman Gregory Asset Management LLC344,290$6.59M1.29%––
Bank of America Corp349,832$6.70M0.00%––
Punch & Associates Investment Management, Inc.456,713$8.74M0.52%––
Wells Fargo & Company496,461$9.50M0.00%––
Penserra Capital Management LLC631,498$12.1M0.22%––
Royal Bank of Canada869,149$16.6M0.01%––
UBS Group AG1,502,055$28.7M0.01%––
Morgan Stanley2,662,894$51.0M0.01%––
Westside Investment Management, Inc.2,500––––