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, Q2 2022
Institutional positions in DoubleLine Yield Opportunities Fund as of Jun 30, 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
- 57
- +6 vs. Q1 2022
- Shares held
- 12.3M
- +283.4K (+2.4%) vs. Q1 2022
- Total value
- $176.0M
- −$24.0M (−12.0%) vs. Q1 2022
- New holders
- 12
- 18 more added
- Sold out
- 6
- 17 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 21 | $0 | 0.00% | +1+5.0% | Added |
| IFP Advisors, Inc | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 300 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 351 | $5.03K | 0.00% | +351 | New |
| Geneos Wealth Management Inc. | 450 | $6.00K | 0.00% | +450 | New |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 781 | $11.0K | 0.00% | +781 | New |
| Larson Financial Group LLC | 839 | $12.0K | 0.00% | +541+181.5% | Added |
| Bessemer Group Inc | 824 | $12.0K | 0.00% | +824 | New |
| PSI Advisors, LLC | 1,000 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,049 | $15.0K | 0.00% | +23+2.2% | Added |
| CX Institutional | 3,014 | $43.0K | 0.00% | +3,014 | New |
| Activest Wealth Management | 4,259 | $61.0K | 0.04% | +97+2.3% | Added |
| Allie Family Office LLC | 10,000 | $143.0K | 0.12% | +10,000 | New |
| Steward Partners Investment Advisory, LLC | 11,840 | $170.0K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,850 | $170.0K | 0.00% | +11,850 | New |
| Nomura Holdings Inc | 13,000 | $187.0K | 0.00% | +13,000 | New |
| Bluefin Capital Management, LLC | 14,868 | $213.0K | 0.03% | −488−3.2% | Reduced |
| Integrated Wealth Concepts LLC | 14,879 | $213.0K | 0.01% | +14,879 | New |
| Optimum Investment Advisors | 15,729 | $226.0K | 0.11% | +505+3.3% | Added |
| Atria Wealth Solutions, Inc. | 19,542 | $280.0K | 0.01% | +2,578+15.2% | Added |
| Advisor Group Holdings, Inc. | 24,567 | $353.0K | 0.00% | −3,450−12.3% | Reduced |
| Wedbush Securities Inc | 29,823 | $428.0K | 0.02% | −2,017−6.3% | Reduced |
| LPL Financial LLC | 33,391 | $479.0K | 0.00% | +1,606+5.1% | Added |
| Robinson Capital Management, LLC | 36,168 | $516.0K | 0.38% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 46,415 | $665.0K | 0.00% | +1,400+3.1% | Added |
| Hightower 6M Holding, LLC | 46,693 | $670.0K | 0.06% | +46,693 | New |
| Quantedge Capital Pte Ltd | 50,600 | $726.0K | 0.15% | +50,600 | New |
| Shaker Financial Services, LLC | 51,177 | $734.0K | 0.36% | +5,862+12.9% | Added |
| Landscape Capital Management, L.L.C. | 59,650 | $855.0K | 0.12% | +28,510+91.6% | Added |
| Evoke Wealth, LLC | 64,775 | $929.0K | 0.03% | −703−1.1% | Reduced |
| Stifel Financial Corp | 91,358 | $1.31M | 0.00% | +9,610+11.8% | Added |
| Relative Value Partners Group, LLC | 96,724 | $1.48M | 0.11% | −8,267−7.9% | Reduced |
| Bank of America Corp | 116,047 | $1.66M | 0.00% | −31,209−21.2% | Reduced |
| Raymond James & Associates | 121,005 | $1.74M | 0.00% | −5,392−4.3% | Reduced |
| Family Management Corp | 129,117 | $1.85M | 0.53% | −529−0.4% | Reduced |
| GraniteShares Advisors LLC | 157,523 | $2.26M | 1.66% | +4,539+3.0% | Added |
| Punch & Associates Investment Management, Inc. | 159,820 | $2.29M | 0.16% | −471,871−74.7% | Reduced |
| Independent Financial Group, LLC | 165,307 | $2.37M | 0.25% | +64,290+63.6% | Added |
| Invesco Ltd. | 166,233 | $2.38M | 0.00% | −26,433−13.7% | Reduced |
| Rockefeller Capital Management L.P. | 173,283 | $2.48M | 0.01% | −107,501−38.3% | Reduced |
| Logan Stone Capital, LLC | 174,443 | $2.50M | 1.84% | +96,587+124.1% | Added |
| Penn Mutual Asset Management, LLC | 199,841 | $2.87M | 3.86% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 222,580 | $3.18M | 0.01% | +222,580 | New |
| Sit Investment Associates Inc | 335,321 | $4.81M | 0.15% | +44,171+15.2% | Added |
| Litman Gregory Asset Management LLC | 368,920 | $5.29M | 0.78% | −32,250−8.0% | Reduced |
| Cohen & Steers, Inc. | 385,856 | $5.53M | 0.01% | −10,577−2.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 435,243 | $6.24M | 0.01% | +81,599+23.1% | Added |
| Wells Fargo & Company | 460,854 | $6.61M | 0.00% | −25,317−5.2% | Reduced |
| Pettinga Financial Advisors, LLC | 559,152 | $8.02M | 2.40% | −40,502−6.8% | Reduced |
| Penserra Capital Management LLC | 632,477 | $9.07M | 0.25% | −10,517−1.6% | Reduced |
| Royal Bank of Canada | 912,055 | $13.1M | 0.00% | −61,785−6.3% | Reduced |
| UBS Group AG | 2,162,833 | $31.0M | 0.02% | +1380.0% | Added |
| Morgan Stanley | 3,470,754 | $49.8M | 0.01% | +496,999+16.7% | Added |
| Westside Investment Management, Inc. | 2,500 | – | – | 00.0% | Unchanged |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,687−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −17,043−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −11,596−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −41,875−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |