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 2022
Institutional positions in DoubleLine Yield Opportunities Fund as of Mar 31, 2022. 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
- 52
- +3 vs. Q4 2021
- Shares held
- 12.2M
- +309.6K (+2.6%) vs. Q4 2021
- Total value
- $204.4M
- −$18.8M (−8.4%) vs. Q4 2021
- New holders
- 10
- 21 more added
- Sold out
- 7
- 15 more reduced
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Parallel Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 15 | $0 | 0.00% | +15 | New |
| IFP Advisors, Inc | 150 | $3.00K | 0.00% | +150 | New |
| CFS Investment Advisory Services, LLC | 41,875 | $3.00K | 0.01% | +41,875 | New |
| Larson Financial Group LLC | 298 | $5.00K | 0.00% | +39+15.1% | Added |
| Money Concepts Capital Corp | 300 | $5.00K | 0.00% | +300 | New |
| Moisand Fitzgerald Tamayo, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,026 | $17.0K | 0.00% | +13+1.3% | Added |
| PSI Advisors, LLC | 1,000 | $17.0K | 0.01% | +1,000 | New |
| Koshinski Asset Management, Inc. | 1,200 | $20.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,499 | $42.0K | 0.01% | +2,499 | New |
| Activest Wealth Management | 4,162 | $70.0K | 0.05% | −8,418−66.9% | Reduced |
| Transcend Wealth Collective, LLC | 11,596 | $194.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 11,840 | $198.0K | 0.00% | +11,840 | New |
| Optimum Investment Advisors | 15,224 | $255.0K | 0.11% | −5,595−26.9% | Reduced |
| Bluefin Capital Management, LLC | 15,356 | $257.0K | 0.04% | −30,519−66.5% | Reduced |
| Atria Wealth Solutions, Inc. | 16,964 | $284.0K | 0.00% | +16,964 | New |
| Belpointe Asset Management LLC | 17,043 | $285.0K | 0.02% | +17,043 | New |
| Walleye Capital LLC | 17,687 | $296.0K | 0.01% | −1,247−6.6% | Reduced |
| Advisor Group Holdings, Inc. | 28,017 | $468.0K | 0.00% | −9,175−24.7% | Reduced |
| Landscape Capital Management, L.L.C. | 31,140 | $522.0K | 0.07% | −89,249−74.1% | Reduced |
| LPL Financial LLC | 31,785 | $532.0K | 0.00% | +31+0.1% | Added |
| Wedbush Securities Inc | 31,840 | $533.0K | 0.02% | +240+0.8% | Added |
| Robinson Capital Management, LLC | 36,168 | $621.0K | 0.43% | +23,450+184.4% | Added |
| Commonwealth Equity Services, LLC | 45,015 | $754.0K | 0.00% | +1,274+2.9% | Added |
| Shaker Financial Services, LLC | 45,315 | $759.0K | 0.29% | −49,932−52.4% | Reduced |
| Evoke Wealth, LLC | 65,478 | $1.10M | 0.04% | +2,154+3.4% | Added |
| Logan Stone Capital, LLC | 77,856 | $1.30M | 0.94% | −8,646−10.0% | Reduced |
| Stifel Financial Corp | 81,748 | $1.37M | 0.00% | −666−0.8% | Reduced |
| Independent Financial Group, LLC | 101,017 | $1.69M | 0.14% | +42,317+72.1% | Added |
| Relative Value Partners Group, LLC | 104,991 | $1.76M | 0.12% | +32,279+44.4% | Added |
| Raymond James & Associates | 126,397 | $2.12M | 0.00% | +71,946+132.1% | Added |
| Family Management Corp | 129,646 | $2.17M | 0.60% | −9,098−6.6% | Reduced |
| Bank of America Corp | 147,256 | $2.47M | 0.00% | −26,783−15.4% | Reduced |
| GraniteShares Advisors LLC | 152,984 | $2.56M | 1.39% | +13,570+9.7% | Added |
| Invesco Ltd. | 192,666 | $3.23M | 0.00% | +83,880+77.1% | Added |
| Penn Mutual Asset Management, LLC | 199,841 | $3.35M | 3.88% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 260,923 | $4.37M | 0.00% | +260,923 | New |
| Rockefeller Capital Management L.P. | 280,784 | $4.70M | 0.02% | −48,002−14.6% | Reduced |
| Sit Investment Associates Inc | 291,150 | $4.88M | 0.13% | +4,765+1.7% | Added |
| Allspring Global Investments Holdings, LLC | 353,644 | $5.92M | 0.01% | +36,268+11.4% | Added |
| Cohen & Steers, Inc. | 396,433 | $6.64M | 0.01% | +59,040+17.5% | Added |
| Litman Gregory Asset Management LLC | 401,170 | $6.72M | 0.98% | +17,400+4.5% | Added |
| Wells Fargo & Company | 486,171 | $8.14M | 0.00% | +95,713+24.5% | Added |
| Pettinga Financial Advisors, LLC | 599,654 | $10.0M | 2.52% | +25,753+4.5% | Added |
| Punch & Associates Investment Management, Inc. | 631,691 | $10.6M | 0.60% | +7,547+1.2% | Added |
| Penserra Capital Management LLC | 642,994 | $10.8M | 0.26% | −7,242−1.1% | Reduced |
| Royal Bank of Canada | 973,840 | $16.3M | 0.00% | +55,990+6.1% | Added |
| UBS Group AG | 2,162,695 | $36.2M | 0.02% | −153,990−6.6% | Reduced |
| Morgan Stanley | 2,973,755 | $49.8M | 0.01% | +45,320+1.5% | Added |
| Westside Investment Management, Inc. | 2,500 | – | – | 00.0% | Unchanged |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −149,089−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −25,714−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −18,441−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −1,302−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −318−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |