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.
Q4 2022 vs. Q3 2022
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q3 2022 and Q4 2022.
All holders in Q4 2022All holders in Q3 2022
| Measure | Q3 2022 | Q4 2022 | Change |
|---|---|---|---|
| Holders | 54 | 58 | +4 |
| Shares | 11.8M | 12.1M | +233.5K (+2.0%) |
| Value | $159.6M | $158.2M | −$1.39M (−0.9%) |
New holders (16)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q4 2022 but not at the end of Q3 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Herr Investment Group LLC | 646,298 | $8.48M | 1.61% |
| Ieq Capital, LLC | 325,634 | $4.27M | 0.12% |
| Atlas Wealth LLC | 196,616 | $2.58M | 0.70% |
| Arbor Capital Management Inc | 71,681 | $954.8K | 0.85% |
| Weiss Asset Management LP | 38,658 | $507.2K | 0.02% |
| Elequin Capital LP | 37,547 | $492.6K | 0.14% |
| Pathway Financial Advisers, LLC | 37,189 | $487.9K | 0.20% |
| Schwarz Dygos Wheeler Investment Advisors LLC | 27,725 | $363.8K | 0.14% |
| Ellsworth Advisors, LLC | 19,219 | $278.7K | 0.10% |
| Oppenheimer & Co Inc | 19,850 | $260.4K | 0.01% |
| Journey Strategic Wealth LLC | 17,206 | $225.7K | 0.03% |
| Jane Street Group, LLC | 16,294 | $213.8K | 0.00% |
| Ground Swell Capital, LLC | 14,986 | $196.6K | 0.87% |
| Belpointe Asset Management LLC | 368 | $4.83K | 0.00% |
| Advisory Services Network, LLC | 341 | $4.47K | 0.00% |
| Private Advisor Group, LLC | 12,500 | $164 | 0.00% |
Sold out (12)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q3 2022 and filed for Q4 2022 without it.
| Institution | Shares, Q3 2022 | Value, Q3 2022 |
|---|---|---|
| GraniteShares Advisors LLC | 155,665 | $2.10M |
| Tiedemann Advisors, LLC | 43,274 | $584.0K |
| Shaker Financial Services, LLC | 37,859 | $511.0K |
| Matisse Capital | 32,028 | $432.0K |
| Quantedge Capital Pte Ltd | 18,100 | $244.0K |
| Summit X, LLC | 15,993 | $215.0K |
| Steward Partners Investment Advisory, LLC | 11,300 | $152.0K |
| MUFG Americas Holdings Corp | 5,000 | $67.0K |
| PSI Advisors, LLC | 1,000 | $13.0K |
| CWM, LLC | 900 | $12.0K |
| IFP Advisors, Inc | 150 | $3.00K |
| Westside Investment Management, Inc. | 2,500 | – |