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.
Q1 2024 vs. Q4 2023
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 73 | 78 | +5 |
| Shares | 9.92M | 9.85M | −64.7K (−0.7%) |
| Value | $147.5M | $157.0M | +$9.53M (+6.5%) |
New holders (18)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| PFG Investments, LLC | 189,967 | $3.03M | 0.18% |
| Evoke Wealth, LLC | 92,685 | $1.48M | 0.04% |
| Pathway Financial Advisers, LLC | 35,973 | $573.4K | 0.21% |
| Integrated Wealth Concepts LLC | 25,035 | $399.1K | 0.01% |
| Millennium Management LLC | 22,839 | $364.1K | 0.00% |
| Cetera Investment Advisers | 18,485 | $294.7K | 0.00% |
| First Trust Advisors LP | 17,707 | $282.2K | 0.00% |
| Envestnet Asset Management Inc | 14,821 | $236.2K | 0.00% |
| Belpointe Asset Management LLC | 13,675 | $218.0K | 0.02% |
| Total Clarity Wealth Management, Inc. | 11,847 | $188.8K | 0.07% |
| Shaker Financial Services, LLC | 11,600 | $184.9K | 0.07% |
| Hartline Investment Corp | 10,438 | $166.4K | 0.03% |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,438 | $166.4K | 0.03% |
| Wealthcare Advisory Partners LLC | 10,305 | $164.3K | 0.01% |
| CIBC Private Wealth Group, LLC | 7,350 | $116.7K | 0.00% |
| Laffer Tengler Investments | 1,300 | $20.7K | 0.01% |
| Allworth Financial LP | 385 | $6.14K | 0.00% |
| US Bancorp | 200 | $3.19K | 0.00% |
Sold out (13)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Penserra Capital Management LLC | 447,162 | $6.65M |
| Penn Mutual Asset Management, LLC | 199,841 | $2.97M |
| Landscape Capital Management, L.L.C. | 49,316 | $733.3K |
| Walleye Capital LLC | 36,429 | $541.7K |
| Brogan Financial, Inc. | 25,728 | $382.6K |
| Weiss Asset Management LP | 25,287 | $376.0K |
| Change Path, LLC | 17,700 | $263.0K |
| Aristides Capital LLC | 16,961 | $252.2K |
| Elequin Capital LP | 6,844 | $101.8K |
| The PNC Financial Services Group, Inc. | 1,500 | $22.3K |
| Cape Investment Advisory, Inc. | 625 | $9.29K |
| Advisory Services Network, LLC | 341 | $5.07K |
| Ronald Blue Trust, Inc. | 250 | $4.00K |