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, Q3 2021
Institutional positions in DoubleLine Yield Opportunities Fund as of Sep 30, 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
- 39
- +2 vs. Q2 2021
- Shares held
- 10.4M
- +1.17M (+12.6%) vs. Q2 2021
- Total value
- $199.6M
- +$6.52M (+3.4%) vs. Q2 2021
- New holders
- 7
- 19 more added
- Sold out
- 5
- 7 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 89 | $187.3M |
| Q1 2026 | 95 | $191.4M |
| Q4 2025 | 100 | $191.9M |
| Q3 2025 | 91 | $167.3M |
| Q2 2025 | 80 | $162.1M |
| Q1 2025 | 73 | $166.0M |
| Q4 2024 | 82 | $144.4M |
| Q3 2024 | 77 | $149.7M |
| Q2 2024 | 74 | $151.0M |
| Q1 2024 | 78 | $157.0M |
| Q4 2023 | 73 | $147.5M |
| Q3 2023 | 63 | $154.9M |
| Q2 2023 | 52 | $162.7M |
| Q1 2023 | 54 | $165.1M |
| Q4 2022 | 58 | $158.2M |
| Q3 2022 | 54 | $159.6M |
| Q2 2022 | 57 | $176.0M |
| Q1 2022 | 52 | $204.4M |
| Q4 2021 | 50 | $223.2M |
| Q3 2021 | 39 | $199.6M |
| Q2 2021 | 38 | $194.8M |
| Q1 2021 | 36 | $167.4M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 109 | $2.00K | 0.00% | −38−25.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 431 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $10.0K | 0.00% | +500 | New |
| Koshinski Asset Management, Inc. | 1,200 | $22.9K | 0.00% | +1,200 | New |
| Allworth Financial LP | 2,918 | $56.0K | 0.00% | +51+1.8% | Added |
| CX Institutional | 3,014 | $58.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,100 | $59.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 5,871 | $112.0K | 0.05% | +1,871+46.8% | Added |
| JPMorgan Chase & Co | 10,000 | $191.0K | 0.00% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,596 | $225.0K | 0.02% | +1,100+10.5% | Added |
| B. Riley Wealth Management, Inc. | 11,926 | $228.0K | 0.02% | +11,926 | New |
| Kestra Private Wealth Services, LLC | 12,078 | $231.0K | 0.01% | +78+0.7% | Added |
| Susquehanna International Group, LLP | 13,007 | $249.0K | 0.00% | +13,007 | New |
| Envestnet Asset Management Inc | 18,685 | $357.0K | 0.00% | +18,685 | New |
| Robinson Capital Management, LLC | 18,735 | $358.0K | 0.32% | −32,939−63.7% | Reduced |
| LPL Financial LLC | 18,885 | $361.0K | 0.00% | +1,503+8.6% | Added |
| Optimum Investment Advisors | 20,815 | $398.0K | 0.17% | +1,004+5.1% | Added |
| Advisor Group Holdings, Inc. | 23,422 | $447.0K | 0.00% | +15,354+190.3% | Added |
| Wedbush Securities Inc | 32,930 | $629.0K | 0.03% | +1,875+6.0% | Added |
| Commonwealth Equity Services, LLC | 37,648 | $719.0K | 0.00% | +8,036+27.1% | Added |
| Invesco Ltd. | 55,679 | $1.06M | 0.00% | −421−0.8% | Reduced |
| Evoke Wealth, LLC | 63,275 | $1.21M | 0.05% | +3,389+5.7% | Added |
| Stifel Financial Corp | 66,040 | $1.26M | 0.00% | +30,620+86.4% | Added |
| Penn Mutual Asset Management, LLC | 67,612 | $1.29M | 2.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 86,241 | $1.65M | 0.07% | +86,241 | New |
| Family Management Corp | 154,057 | $2.94M | 0.81% | −1,102−0.7% | Reduced |
| Lido Advisors, LLC | 160,118 | $3.06M | 0.07% | +160,118 | New |
| Bank of America Corp | 164,022 | $3.13M | 0.00% | −158,746−49.2% | Reduced |
| Cohen & Steers, Inc. | 311,540 | $5.95M | 0.01% | +166,993+115.5% | Added |
| Rockefeller Capital Management L.P. | 359,371 | $6.87M | 0.04% | +352,196+4,908.7% | Added |
| Litman Gregory Asset Management LLC | 392,555 | $7.50M | 1.41% | +384,763+4,937.9% | Added |
| Punch & Associates Investment Management, Inc. | 511,263 | $9.77M | 0.56% | +51,003+11.1% | Added |
| Pettinga Financial Advisors, LLC | 564,629 | $10.8M | 2.75% | +164,495+41.1% | Added |
| Wells Fargo & Company | 596,459 | $11.4M | 0.00% | −110,831−15.7% | Reduced |
| Penserra Capital Management LLC | 641,221 | $12.3M | 0.25% | −230,948−26.5% | Reduced |
| Royal Bank of Canada | 982,895 | $18.8M | 0.01% | +34,849+3.7% | Added |
| UBS Group AG | 2,013,958 | $38.5M | 0.02% | +186,488+10.2% | Added |
| Morgan Stanley | 3,007,551 | $57.5M | 0.01% | +82,268+2.8% | Added |
| Westside Investment Management, Inc. | 2,500 | – | – | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −22,252−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −21,469−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −14,573−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |