Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2024

Institutional positions in DoubleLine Yield Opportunities Fund as of Mar 31, 2024. 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
78
+5 vs. Q4 2023
Shares held
9.85M
−64.7K (−0.7%) vs. Q4 2023
Total value
$157.0M
+$9.53M (+6.5%) vs. Q4 2023
New holders
18
28 more added
Sold out
13
19 more reduced

Compare with Q4 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.

Institutional holdersQ1 2024: 78 institutions
Q1 2021: 36 institutionsQ2 2021: 38 institutionsQ3 2021: 39 institutionsQ4 2021: 50 institutionsQ1 2022: 52 institutionsQ2 2022: 57 institutionsQ3 2022: 54 institutionsQ4 2022: 58 institutionsQ1 2023: 54 institutionsQ2 2023: 52 institutionsQ3 2023: 63 institutionsQ4 2023: 73 institutionsQ1 2024: 78 institutionsQ2 2024: 74 institutionsQ3 2024: 77 institutionsQ4 2024: 82 institutionsQ1 2025: 73 institutionsQ2 2025: 80 institutionsQ3 2025: 91 institutionsQ4 2025: 100 institutionsQ1 2026: 95 institutionsQ2 2026: 89 institutions
Value heldQ1 2024: $157.0M
Q1 2021: $167.4MQ2 2021: $194.8MQ3 2021: $199.6MQ4 2021: $223.2MQ1 2022: $204.4MQ2 2022: $176.0MQ3 2022: $159.6MQ4 2022: $158.2MQ1 2023: $165.1MQ2 2023: $162.7MQ3 2023: $154.9MQ4 2023: $147.5MQ1 2024: $157.0MQ2 2024: $151.0MQ3 2024: $149.7MQ4 2024: $144.4MQ1 2025: $166.0MQ2 2025: $162.1MQ3 2025: $167.3MQ4 2025: $191.9MQ1 2026: $191.4MQ2 2026: $187.3M
Institutions holding DLY and their total value by quarter
QuarterHoldersValue
Q2 202689$187.3M
Q1 202695$191.4M
Q4 2025100$191.9M
Q3 202591$167.3M
Q2 202580$162.1M
Q1 202573$166.0M
Q4 202482$144.4M
Q3 202477$149.7M
Q2 202474$151.0M
Q1 202478$157.0M
Q4 202373$147.5M
Q3 202363$154.9M
Q2 202352$162.7M
Q1 202354$165.1M
Q4 202258$158.2M
Q3 202254$159.6M
Q2 202257$176.0M
Q1 202252$204.4M
Q4 202150$223.2M
Q3 202139$199.6M
Q2 202138$194.8M
Q1 202136$167.4M

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q4 2023.

Institutions holding DLY in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Parallel Advisors, LLC25$3970.00%+1+4.2%Added
US Bancorp200$3.19K0.00%+200New
Harbour Investments, Inc.369$5.89K0.00%+11+3.1%Added
Allworth Financial LP385$6.14K0.00%+385New
Geneos Wealth Management Inc.450$7.17K0.00%00.0%Unchanged
Glass Jacobson Investment Advisors llc455$7.25K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC500$7.97K0.00%00.0%Unchanged
Raleigh Capital Management Inc.875$13.9K0.01%00.0%Unchanged
Sunbelt Securities, Inc.1,000$15.9K0.00%00.0%Unchanged
Jamison Private Wealth Management, Inc.1,000$15.9K0.00%00.0%Unchanged
Financial Management Professionals, Inc.1,252$20.0K0.00%+38+3.1%Added
Laffer Tengler Investments1,300$20.7K0.01%+1,300New
FSA Wealth Management LLC1,583$25.2K0.01%00.0%Unchanged
Hollencrest Capital Management1,666$26.6K0.00%+542+48.2%Added
Spire Wealth Management1,730$27.6K0.00%+25+1.5%Added
Larson Financial Group LLC2,362$37.6K0.00%+223+10.4%Added
Lindbrook Capital, LLC2,600$41.4K0.00%00.0%Unchanged
Highlander Capital Management, LLC3,850$61.4K0.02%−500−11.5%Reduced
Tidemark, LLC4,144$66.1K0.04%+8+0.2%Added
Activest Wealth Management5,074$80.9K0.04%+113+2.3%Added
CIBC Private Wealth Group, LLC7,350$116.7K0.00%+7,350New
Wealthcare Advisory Partners LLC10,305$164.3K0.01%+10,305New
Hartline Investment Corp10,438$166.4K0.03%+10,438New
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors10,438$166.4K0.03%+10,438New
Shaker Financial Services, LLC11,600$184.9K0.07%+11,600New
Total Clarity Wealth Management, Inc.11,847$188.8K0.07%+11,847New
Catalina Capital Group, LLC13,563$216.2K0.09%−517−3.7%Reduced
Belpointe Asset Management LLC13,675$218.0K0.02%+13,675New
Avidian Wealth Solutions, LLC14,000$223.2K0.01%00.0%Unchanged
Oppenheimer & Co Inc14,200$226.3K0.00%−1,800−11.3%Reduced
Private Advisor Group, LLC14,334$228.5K0.00%+314+2.2%Added
Envestnet Asset Management Inc14,821$236.2K0.00%+14,821New
LM Advisors LLC16,217$258.0K0.04%−2,700−14.3%Reduced
Optimum Investment Advisors16,473$262.6K0.12%+206+1.3%Added
Coastal Investment Advisors, Inc.17,244$274.9K0.06%+2,010+13.2%Added
First Trust Advisors LP17,707$282.2K0.00%+17,707New
Cetera Investment Advisers18,485$294.7K0.00%+18,485New
Allie Family Office LLC20,000$318.8K0.19%00.0%Unchanged
Commonwealth Equity Services, LLC20,639$329.0K0.00%−29,598−58.9%Reduced
Comerica Bank20,760$330.9K0.00%+9,084+77.8%Added
Guggenheim Capital LLC20,887$332.9K0.00%+116+0.6%Added
Moors & Cabot, Inc.21,800$347.5K0.02%−6,600−23.2%Reduced
Millennium Management LLC22,839$364.1K0.00%+22,839New
Aviance Capital Partners, LLC23,696$377.7K0.06%−434−1.8%Reduced
Capstone Financial Advisors, Inc.24,144$384.9K0.03%00.0%Unchanged
Integrated Wealth Concepts LLC25,035$399.1K0.01%+25,035New
Summit X, LLC27,516$438.7K0.11%+1,191+4.5%Added
Raymond James & Associates28,049$447.1K0.00%+6,304+29.0%Added
Gridiron Partners, LLC29,817$475.3K0.30%−46,830−61.1%Reduced
Journey Strategic Wealth LLC31,613$503.9K0.02%−9,500−23.1%Reduced
Walled Lake Planning & Wealth Management, LLC33,942$541.0K0.22%+9,770+40.4%Added
Pathway Financial Advisers, LLC35,973$573.4K0.21%+35,973New
Advisor Group Holdings, Inc.37,882$603.8K0.00%−6,592−14.8%Reduced
Atria Wealth Solutions, Inc.44,151$703.8K0.01%+4,621+11.7%Added
Invesco Ltd.45,265$721.5K0.00%−13,334−22.8%Reduced
Schwarz Dygos Wheeler Investment Advisors LLC45,689$728.3K0.21%+2,813+6.6%Added
LPL Financial LLC59,289$945.1K0.00%+11,710+24.6%Added
Hennion & Walsh Asset Management, Inc.68,306$1.09M0.06%+35,255+106.7%Added
Wedbush Securities Inc71,766$1.14M0.04%+6,819+10.5%Added
Pettinga Financial Advisors, LLC71,963$1.15M0.29%−114,892−61.5%Reduced
Vivaldi Capital Management, LLC77,438$1.23M0.36%−8,083−9.5%Reduced
Evoke Wealth, LLC92,685$1.48M0.04%+92,685New
Stifel Financial Corp122,691$1.96M0.00%+3,680+3.1%Added
Captrust Financial Advisors144,701$2.31M0.01%−1,364−0.9%Reduced
Rockefeller Capital Management L.P.156,614$2.50M0.01%−24,890−13.7%Reduced
Raymond James Financial Services Advisors, Inc.162,860$2.60M0.00%−1,396−0.8%Reduced
PFG Investments, LLC189,967$3.03M0.18%+189,967New
Consolidated Portfolio Review Corp190,566$3.04M0.80%−1,198−0.6%Reduced
Bank of America Corp217,380$3.47M0.00%−5,855−2.6%Reduced
Cohen & Steers, Inc.271,007$4.32M0.01%00.0%Unchanged
Independent Financial Group, LLC271,230$4.32M0.20%+13,035+5.0%Added
Ieq Capital, LLC303,175$4.83M0.07%00.0%Unchanged
HighTower Advisors, LLC452,817$7.21M0.01%+1,262+0.3%Added
Herr Investment Group LLC606,087$9.66M3.00%−30,275−4.8%Reduced
Royal Bank of Canada882,081$14.1M0.00%+35,120+4.1%Added
UBS Group AG1,205,495$19.2M0.01%+67,575+5.9%Added
Wells Fargo & Company1,352,246$21.6M0.01%+117,851+9.5%Added
Morgan Stanley2,057,898$32.8M0.00%+244,915+13.5%Added
Penserra Capital Management LLC0$00.00%−447,162−100.0%Sold out
Penn Mutual Asset Management, LLC0$00.00%−199,841−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−49,316−100.0%Sold out
Walleye Capital LLC0$00.00%−36,429−100.0%Sold out
Brogan Financial, Inc.0$00.00%−25,728−100.0%Sold out
Weiss Asset Management LP0$00.00%−25,287−100.0%Sold out
Change Path, LLC0$00.00%−17,700−100.0%Sold out
Aristides Capital LLC0$00.00%−16,961−100.0%Sold out
Elequin Capital LP0$00.00%−6,844−100.0%Sold out
The PNC Financial Services Group, Inc.0$00.00%−1,500−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−625−100.0%Sold out
Advisory Services Network, LLC0$00.00%−341−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−250−100.0%Sold out