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 2024 vs. Q2 2024
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q2 2024 and Q3 2024.
All holders in Q3 2024All holders in Q2 2024
| Measure | Q2 2024 | Of which not filed for Q3 2024 | Q3 2024 | Change |
|---|---|---|---|---|
| Holders | 74 | 1 | 77 | +4 |
| Shares | 9.57M | 382.8K | 9.63M | +443.1K (+4.8%) |
| Value | $151.0M | $6.04M | $149.7M | +$4.76M (+3.3%) |
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q3 2024 but not at the end of Q2 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Pensionmark Financial Group, LLC | 149,130 | $2.47M | 0.08% |
| National Asset Management, Inc. | 17,136 | $283.6K | 0.01% |
| GWM Advisors LLC | 15,450 | $256.3K | 0.00% |
| LM Advisors LLC | 12,517 | $208.0K | 0.04% |
| Commonwealth Equity Services, LLC | 11,879 | $197.0K | 0.00% |
| Empirical Asset Management, LLC | 11,079 | $183.8K | 0.07% |
| Westend Capital Management, LLC | 6,877 | $114.1K | 0.04% |
| CWM, LLC | 3,000 | $50.0K | 0.00% |
| FSA Wealth Management LLC | 1,583 | $26.3K | 0.01% |
| Jaffetilchin Investment Partners, LLC | 1,573 | $26.1K | 0.00% |
| FinTrust Capital Advisors, LLC | 726 | $12.0K | 0.00% |
| Fifth Third Bancorp | 436 | $7.23K | 0.00% |
| Global Retirement Partners, LLC | 71 | $1.18K | 0.00% |
| FMR LLC | 1 | $17 | 0.00% |
Sold out (10)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q2 2024 and filed for Q3 2024 without it.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Vivaldi Capital Management, LLC | 67,349 | $1.06M |
| Pettinga Financial Advisors, LLC | 45,102 | $711.7K |
| Capstone Financial Advisors, Inc. | 24,144 | $381.0K |
| Guggenheim Capital LLC | 19,687 | $310.7K |
| Walleye Capital LLC | 17,789 | $280.7K |
| Coastal Investment Advisors, Inc. | 16,195 | $255.6K |
| Shaker Financial Services, LLC | 13,431 | $211.9K |
| Northwestern Mutual Wealth Management Co | 2,198 | $34.7K |
| Laffer Tengler Investments | 1,300 | $20.5K |
| Camelot Portfolios, LLC | 1,000 | $15.8K |
Not filed for Q3 2024 yet (1)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2024 | Value, Q2 2024 |
|---|---|---|
| Herr Investment Group LLC | 382,782 | $6.04M |