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.
Q3 2022 vs. Q2 2022
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 57 | 54 | −3 |
| Shares | 12.3M | 11.8M | −437.3K (−3.6%) |
| Value | $176.0M | $159.6M | −$16.4M (−9.3%) |
New holders (9)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q3 2022 but not at the end of Q2 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| City of London Investment Management Co Ltd | 250,154 | $3.36M | 0.29% |
| Captrust Financial Advisors | 124,908 | $1.69M | 0.01% |
| Tiedemann Advisors, LLC | 43,274 | $584.0K | 0.04% |
| Matisse Capital | 32,028 | $432.0K | 0.55% |
| U.S. Capital Wealth Advisors, LLC | 16,185 | $218.0K | 0.01% |
| Summit X, LLC | 15,993 | $215.0K | 0.06% |
| Moors & Cabot, Inc. | 12,700 | $171.0K | 0.01% |
| MUFG Americas Holdings Corp | 5,000 | $67.0K | 0.00% |
| CWM, LLC | 900 | $12.0K | 0.00% |
Sold out (12)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Litman Gregory Asset Management LLC | 368,920 | $5.29M |
| Punch & Associates Investment Management, Inc. | 159,820 | $2.29M |
| Hightower 6M Holding, LLC | 46,693 | $670.0K |
| Bluefin Capital Management, LLC | 14,868 | $213.0K |
| Integrated Wealth Concepts LLC | 14,879 | $213.0K |
| Nomura Holdings Inc | 13,000 | $187.0K |
| Stratos Wealth Partners, LTD. | 11,850 | $170.0K |
| CX Institutional | 3,014 | $43.0K |
| Bessemer Group Inc | 824 | $12.0K |
| American Portfolios Advisors | 351 | $5.03K |
| FMR LLC | 1 | $0 |
| Hudock, Inc. | 15 | $0 |