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 2023 vs. Q2 2023
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Q3 2023 | Change |
|---|---|---|---|
| Holders | 52 | 63 | +11 |
| Shares | 11.2M | 10.5M | −682.6K (−6.1%) |
| Value | $162.7M | $154.9M | −$7.80M (−4.8%) |
New holders (12)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pathway Financial Advisers, LLC | 36,679 | $540.3K | 0.22% |
| Aviance Capital Partners, LLC | 25,358 | $373.5K | 0.08% |
| Pathstone Family Office, LLC | 24,933 | $367.2K | 0.00% |
| Millennium Management LLC | 24,370 | $359.0K | 0.00% |
| Capstone Financial Advisors, Inc. | 24,144 | $355.6K | 0.03% |
| Walled Lake Planning & Wealth Management, LLC | 17,137 | $252.4K | 0.13% |
| Integrated Wealth Concepts LLC | 12,502 | $184.2K | 0.00% |
| Comerica Bank | 10,126 | $149.2K | 0.00% |
| Hollencrest Capital Management | 1,004 | $14.8K | 0.00% |
| Sunbelt Securities, Inc. | 1,000 | $14.7K | 0.00% |
| Jamison Private Wealth Management, Inc. | 1,000 | $14.7K | 0.00% |
| Harbour Investments, Inc. | 350 | $5.16K | 0.00% |
Sold out (1)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Arbor Capital Management Inc | 67,936 | $988.5K |