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 2023 vs. Q3 2023
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 63 | 1 | 73 | +11 |
| Shares | 10.5M | 24.9K | 9.92M | −575.3K (−5.5%) |
| Value | $154.9M | $367.2K | $147.5M | −$7.05M (−4.6%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Vivaldi Capital Management, LLC | 85,521 | $1.32M | 0.40% |
| Gridiron Partners, LLC | 76,647 | $1.14M | 0.80% |
| Landscape Capital Management, L.L.C. | 49,316 | $733.3K | 0.07% |
| Walleye Capital LLC | 36,429 | $541.7K | 0.01% |
| Hennion & Walsh Asset Management, Inc. | 33,051 | $491.5K | 0.03% |
| Brogan Financial, Inc. | 25,728 | $382.6K | 0.28% |
| Weiss Asset Management LP | 25,287 | $376.0K | 0.03% |
| LM Advisors LLC | 18,917 | $281.3K | 0.06% |
| Change Path, LLC | 17,700 | $263.0K | 0.02% |
| Aristides Capital LLC | 16,961 | $252.2K | 0.13% |
| Coastal Investment Advisors, Inc. | 15,234 | $226.5K | 0.05% |
| Catalina Capital Group, LLC | 14,080 | $209.4K | 0.16% |
| Elequin Capital LP | 6,844 | $101.8K | 0.03% |
| Tidemark, LLC | 4,136 | $61.5K | 0.04% |
| Spire Wealth Management | 1,705 | $25.1K | 0.00% |
| FSA Wealth Management LLC | 1,583 | $24.0K | 0.01% |
| The PNC Financial Services Group, Inc. | 1,500 | $22.3K | 0.00% |
| Cape Investment Advisory, Inc. | 625 | $9.29K | 0.00% |
| Advisory Services Network, LLC | 341 | $5.07K | 0.00% |
| Ronald Blue Trust, Inc. | 250 | $4.00K | 0.00% |
Sold out (9)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Sit Investment Associates Inc | 132,859 | $1.96M |
| Allspring Global Investments Holdings, LLC | 91,625 | $1.35M |
| Atlas Wealth LLC | 51,296 | $755.6K |
| Evoke Wealth, LLC | 46,200 | $680.5K |
| Pathway Financial Advisers, LLC | 36,679 | $540.3K |
| JPMorgan Chase & Co | 34,833 | $513.1K |
| Millennium Management LLC | 24,370 | $359.0K |
| Integrated Wealth Concepts LLC | 12,502 | $184.2K |
| Northwestern Mutual Wealth Management Co | 670 | $9.87K |
Not filed for Q4 2023 yet (1)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Pathstone Family Office, LLC | 24,933 | $367.2K |