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 2023
Institutional positions in DoubleLine Yield Opportunities Fund as of Jun 30, 2023. 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
- −1 vs. Q1 2023
- Shares held
- 11.2M
- −563.4K (−4.8%) vs. Q1 2023
- Total value
- $162.7M
- −$1.84M (−1.1%) vs. Q1 2023
- New holders
- 3
- 19 more added
- Sold out
- 4
- 20 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 23 | $335 | 0.00% | +1+4.5% | Added |
| Raleigh Capital Management Inc. | 360 | $5.23K | 0.00% | +360 | New |
| Geneos Wealth Management Inc. | 450 | $6.54K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 455 | $6.61K | 0.00% | +455 | New |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.26K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 670 | $9.73K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 839 | $12.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,158 | $17.0K | 0.00% | +29+2.6% | Added |
| Lindbrook Capital, LLC | 3,000 | $43.6K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 3,350 | $49.0K | 0.02% | +2,350+235.0% | Added |
| Activest Wealth Management | 4,707 | $90.0K | 0.06% | +155+3.4% | Added |
| JPMorgan Chase & Co | 11,495 | $167.0K | 0.00% | −10,887−48.6% | Reduced |
| Private Advisor Group, LLC | 13,214 | $192.0K | 0.00% | +217+1.7% | Added |
| Avidian Wealth Solutions, LLC | 14,000 | $203.4K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 16,746 | $243.3K | 0.00% | +16,746 | New |
| Optimum Investment Advisors | 17,253 | $250.7K | 0.12% | +60.0% | Added |
| Allie Family Office LLC | 20,000 | $290.6K | 0.21% | 00.0% | Unchanged |
| Raymond James & Associates | 21,020 | $305.4K | 0.00% | −543−2.5% | Reduced |
| Journey Strategic Wealth LLC | 23,113 | $335.8K | 0.02% | +4,617+25.0% | Added |
| Oppenheimer & Co Inc | 25,200 | $366.2K | 0.01% | −150−0.6% | Reduced |
| Summit X, LLC | 27,920 | $405.7K | 0.10% | −909−3.2% | Reduced |
| Moors & Cabot, Inc. | 33,200 | $482.4K | 0.03% | −2,200−6.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 33,294 | $483.8K | 0.16% | +722+2.2% | Added |
| Advisor Group Holdings, Inc. | 40,157 | $583.5K | 0.00% | +23,579+142.2% | Added |
| Atria Wealth Solutions, Inc. | 40,754 | $592.2K | 0.01% | +26,508+186.1% | Added |
| LPL Financial LLC | 40,904 | $594.3K | 0.00% | −29,580−42.0% | Reduced |
| Evoke Wealth, LLC | 46,200 | $671.3K | 0.02% | −16,575−26.4% | Reduced |
| Wedbush Securities Inc | 50,616 | $735.0K | 0.04% | +7,317+16.9% | Added |
| Commonwealth Equity Services, LLC | 56,269 | $818.0K | 0.00% | −2,002−3.4% | Reduced |
| Arbor Capital Management Inc | 67,936 | $988.5K | 0.77% | −5,514−7.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 101,406 | $1.47M | 0.00% | +527+0.5% | Added |
| Stifel Financial Corp | 102,419 | $1.49M | 0.00% | +14,542+16.5% | Added |
| Invesco Ltd. | 107,494 | $1.56M | 0.00% | −17,823−14.2% | Reduced |
| Sit Investment Associates Inc | 132,859 | $1.93M | 0.05% | −18,540−12.2% | Reduced |
| Atlas Wealth LLC | 147,444 | $2.11M | 0.39% | −62,707−29.8% | Reduced |
| Rockefeller Capital Management L.P. | 158,514 | $2.30M | 0.01% | +3,564+2.3% | Added |
| Consolidated Portfolio Review Corp | 168,625 | $2.45M | 0.58% | +9,029+5.7% | Added |
| Penn Mutual Asset Management, LLC | 199,841 | $2.90M | 2.62% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 202,186 | $2.94M | 0.00% | −247,057−55.0% | Reduced |
| Captrust Financial Advisors | 204,385 | $2.97M | 0.01% | −187,547−47.9% | Reduced |
| Bank of America Corp | 236,930 | $3.44M | 0.00% | −40,103−14.5% | Reduced |
| Independent Financial Group, LLC | 243,960 | $3.54M | 0.24% | −2,308−0.9% | Reduced |
| Cohen & Steers, Inc. | 271,007 | $3.94M | 0.01% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 276,127 | $4.01M | 1.19% | −36,861−11.8% | Reduced |
| Ieq Capital, LLC | 303,175 | $4.41M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 427,203 | $6.21M | 0.01% | +14,685+3.6% | Added |
| Royal Bank of Canada | 681,475 | $9.90M | 0.00% | +6,774+1.0% | Added |
| Herr Investment Group LLC | 692,467 | $10.1M | 3.03% | −11,106−1.6% | Reduced |
| Penserra Capital Management LLC | 796,640 | $11.6M | 0.23% | +49,654+6.6% | Added |
| Wells Fargo & Company | 806,934 | $11.7M | 0.00% | +237,720+41.8% | Added |
| UBS Group AG | 1,666,176 | $24.2M | 0.01% | −61,432−3.6% | Reduced |
| Morgan Stanley | 2,656,860 | $38.6M | 0.00% | −65,308−2.4% | Reduced |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −138,569−100.0% | Sold out |
| Robinson Capital Management, LLC | 0 | $0 | 0.00% | −24,938−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −341−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Pathway Financial Advisers, LLC | – | – | – | – | Not filed |