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.
Q3 2021 vs. Q2 2021
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 38 | 1 | 39 | +2 |
| Shares | 9.36M | 85.7K | 10.4M | +1.17M (+12.6%) |
| Value | $194.8M | $1.72M | $199.6M | +$6.52M (+3.4%) |
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Lido Advisors, LLC | 160,118 | $3.06M | 0.07% |
| U.S. Capital Wealth Advisors, LLC | 86,241 | $1.65M | 0.07% |
| Envestnet Asset Management Inc | 18,685 | $357.0K | 0.00% |
| Susquehanna International Group, LLP | 13,007 | $249.0K | 0.00% |
| B. Riley Wealth Management, Inc. | 11,926 | $228.0K | 0.02% |
| Koshinski Asset Management, Inc. | 1,200 | $22.9K | 0.00% |
| Moisand Fitzgerald Tamayo, LLC | 500 | $10.0K | 0.00% |
Sold out (5)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Relative Value Partners Group, LLC | 22,252 | $445.0K |
| Mariner Investment Group LLC | 21,469 | $429.0K |
| Independent Financial Group, LLC | 14,573 | $291.5K |
| HighTower Advisors, LLC | 10,000 | $200.0K |
| Newbridge Financial Services Group, Inc. | 4,020 | $80.0K |
Not filed for Q3 2021 yet (1)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| Usca Ria LLC | 85,741 | $1.72M |