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, Q4 2021
Institutional positions in DoubleLine Yield Opportunities Fund as of Dec 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
- 50
- +11 vs. Q3 2021
- Shares held
- 11.9M
- +1.49M (+14.3%) vs. Q3 2021
- Total value
- $223.2M
- +$23.6M (+11.8%) vs. Q3 2021
- New holders
- 20
- 14 more added
- Sold out
- 9
- 11 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 4 | $0 | 0.00% | +4 | New |
| Parallel Advisors, LLC | 20 | $0 | 0.00% | +20 | New |
| Larson Financial Group LLC | 259 | $5.00K | 0.00% | +259 | New |
| Patriot Financial Group Insurance Agency, LLC | 318 | $6.00K | 0.00% | −113−26.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,013 | $19.0K | 0.00% | +1,013 | New |
| Koshinski Asset Management, Inc. | 1,200 | $22.4K | 0.00% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 1,302 | $24.0K | 0.02% | +1,302 | New |
| NEXT Financial Group, Inc | 1,600 | $30.0K | 0.00% | +1,600 | New |
| FourThought Financial, LLC | 3,100 | $58.0K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,596 | $217.0K | 0.02% | 00.0% | Unchanged |
| Activest Wealth Management | 12,580 | $235.0K | 0.15% | +12,580 | New |
| Robinson Capital Management, LLC | 12,718 | $236.0K | 0.15% | −6,017−32.1% | Reduced |
| Nomura Holdings Inc | 15,500 | $289.0K | 0.00% | +15,500 | New |
| Envestnet Asset Management Inc | 18,441 | $345.0K | 0.00% | −244−1.3% | Reduced |
| Walleye Capital LLC | 18,934 | $354.0K | 0.01% | +18,934 | New |
| Optimum Investment Advisors | 20,819 | $389.0K | 0.15% | +40.0% | Added |
| Astoria Portfolio Advisors LLC. | 25,714 | $481.0K | 0.38% | +25,714 | New |
| Wedbush Securities Inc | 31,600 | $591.0K | 0.03% | −1,330−4.0% | Reduced |
| LPL Financial LLC | 31,754 | $594.0K | 0.00% | +12,869+68.1% | Added |
| Advisor Group Holdings, Inc. | 37,192 | $695.0K | 0.00% | +13,770+58.8% | Added |
| Commonwealth Equity Services, LLC | 43,741 | $817.0K | 0.00% | +6,093+16.2% | Added |
| Bluefin Capital Management, LLC | 45,875 | $858.0K | 0.07% | +45,875 | New |
| Raymond James & Associates | 54,451 | $1.02M | 0.00% | +54,451 | New |
| Independent Financial Group, LLC | 58,700 | $1.10M | 0.09% | +58,700 | New |
| Evoke Wealth, LLC | 63,324 | $1.18M | 0.04% | +49+0.1% | Added |
| Relative Value Partners Group, LLC | 72,712 | $1.36M | 0.10% | +72,712 | New |
| Stifel Financial Corp | 82,414 | $1.54M | 0.00% | +16,374+24.8% | Added |
| Logan Stone Capital, LLC | 86,502 | $1.62M | 1.61% | +86,502 | New |
| Shaker Financial Services, LLC | 95,247 | $1.78M | 0.63% | +95,247 | New |
| Invesco Ltd. | 108,786 | $2.03M | 0.00% | +53,107+95.4% | Added |
| Landscape Capital Management, L.L.C. | 120,389 | $2.25M | 0.32% | +120,389 | New |
| Family Management Corp | 138,744 | $2.60M | 0.67% | −15,313−9.9% | Reduced |
| GraniteShares Advisors LLC | 139,414 | $2.61M | 1.21% | +139,414 | New |
| Lido Advisors, LLC | 149,089 | $2.79M | 0.05% | −11,029−6.9% | Reduced |
| Bank of America Corp | 174,039 | $3.25M | 0.00% | +10,017+6.1% | Added |
| Penn Mutual Asset Management, LLC | 199,841 | $3.74M | 4.00% | +132,229+195.6% | Added |
| Sit Investment Associates Inc | 286,385 | $5.36M | 0.13% | +286,385 | New |
| Allspring Global Investments Holdings, LLC | 317,376 | $5.93M | 0.01% | +317,376 | New |
| Rockefeller Capital Management L.P. | 328,786 | $6.15M | 0.03% | −30,585−8.5% | Reduced |
| Cohen & Steers, Inc. | 337,393 | $6.31M | 0.01% | +25,853+8.3% | Added |
| Litman Gregory Asset Management LLC | 383,770 | $7.18M | 1.22% | −8,785−2.2% | Reduced |
| Wells Fargo & Company | 390,458 | $7.30M | 0.00% | −206,001−34.5% | Reduced |
| Pettinga Financial Advisors, LLC | 573,901 | $10.7M | 2.61% | +9,272+1.6% | Added |
| Punch & Associates Investment Management, Inc. | 624,144 | $11.7M | 0.61% | +112,881+22.1% | Added |
| Penserra Capital Management LLC | 650,236 | $12.2M | 0.26% | +9,015+1.4% | Added |
| Royal Bank of Canada | 917,850 | $17.2M | 0.00% | −65,045−6.6% | Reduced |
| UBS Group AG | 2,316,685 | $43.3M | 0.02% | +302,727+15.0% | Added |
| Morgan Stanley | 2,928,435 | $54.8M | 0.01% | −79,116−2.6% | Reduced |
| Westside Investment Management, Inc. | 2,500 | – | – | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −86,241−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,007−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −12,078−100.0% | Sold out |
| B. Riley Wealth Management, Inc. | 0 | $0 | 0.00% | −11,926−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,871−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −3,014−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −2,918−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −109−100.0% | Sold out |