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.
Q1 2022 vs. Q4 2021
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 50 | 1 | 52 | +3 |
| Shares | 11.9M | 1.60K | 12.2M | +309.6K (+2.6%) |
| Value | $223.2M | $30.0K | $204.4M | −$18.8M (−8.4%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (10)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Parametric Portfolio Associates LLC | 260,923 | $4.37M | 0.00% |
| Belpointe Asset Management LLC | 17,043 | $285.0K | 0.02% |
| Atria Wealth Solutions, Inc. | 16,964 | $284.0K | 0.00% |
| Steward Partners Investment Advisory, LLC | 11,840 | $198.0K | 0.00% |
| Quent Capital, LLC | 2,499 | $42.0K | 0.01% |
| PSI Advisors, LLC | 1,000 | $17.0K | 0.01% |
| Money Concepts Capital Corp | 300 | $5.00K | 0.00% |
| IFP Advisors, Inc | 150 | $3.00K | 0.00% |
| CFS Investment Advisory Services, LLC | 41,875 | $3.00K | 0.01% |
| Hudock, Inc. | 15 | $0 | 0.00% |
Sold out (7)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Lido Advisors, LLC | 149,089 | $2.79M |
| Astoria Portfolio Advisors LLC. | 25,714 | $481.0K |
| Envestnet Asset Management Inc | 18,441 | $345.0K |
| Nomura Holdings Inc | 15,500 | $289.0K |
| FourThought Financial, LLC | 3,100 | $58.0K |
| Masso Torrence Wealth Management Inc. | 1,302 | $24.0K |
| Patriot Financial Group Insurance Agency, LLC | 318 | $6.00K |
Not filed for Q1 2022 yet (1)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| NEXT Financial Group, Inc | 1,600 | $30.0K |