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 2024 vs. Q3 2024
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 77 | 3 | 82 | +8 |
| Shares | 9.63M | 191.6K | 9.12M | −318.6K (−3.4%) |
| Value | $149.7M | $3.18M | $144.4M | −$2.17M (−1.5%) |
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (17)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Inc | 265,037 | $4.20M | 0.00% |
| Maridea Wealth Management LLC | 99,233 | $1.57M | 0.51% |
| Citadel Advisors LLC | 50,762 | $803.6K | 0.00% |
| Shaker Financial Services, LLC | 20,884 | $330.6K | 0.13% |
| Virtu Financial LLC | 18,482 | $293.0K | 0.02% |
| HRT Financial LP | 11,458 | $181.0K | 0.00% |
| MPWM Advisory Solutions, LLC | 10,621 | $168.1K | 0.12% |
| Cambridge Investment Research Advisors, Inc. | 10,453 | $165.0K | 0.00% |
| Redwood Park Advisors LLC | 7,659 | $121.2K | 0.10% |
| Elequin Capital LP | 5,208 | $82.4K | 0.01% |
| Fourth Dimension Wealth, LLC | 3,100 | $49.1K | 0.03% |
| Northwestern Mutual Wealth Management Co | 850 | $13.5K | 0.00% |
| St Germain D J Co Inc | 680 | $10.8K | 0.00% |
| Kestra Investment Management, LLC | 610 | $9.65K | 0.00% |
| Hollencrest Capital Management | 609 | $9.63K | 0.00% |
| Lee Danner & Bass Inc | 150 | $2.38K | 0.00% |
| Synergy Financial Management, LLC | 38 | $630 | 0.00% |
Sold out (9)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Ieq Capital, LLC | 304,283 | $5.05M |
| LM Advisors LLC | 12,517 | $208.0K |
| Empirical Asset Management, LLC | 11,079 | $183.8K |
| CWM, LLC | 3,000 | $50.0K |
| Jaffetilchin Investment Partners, LLC | 1,573 | $26.1K |
| Jamison Private Wealth Management, Inc. | 1,000 | $16.6K |
| Fifth Third Bancorp | 436 | $7.23K |
| Parallel Advisors, LLC | 26 | $431 |
| FMR LLC | 1 | $17 |
Not filed for Q4 2024 yet (3)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 144,563 | $2.40M |
| Raymond James & Associates | 46,344 | $768.8K |
| FinTrust Capital Advisors, LLC | 726 | $12.0K |