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, Q4 2024
Institutional positions in DoubleLine Yield Opportunities Fund as of Dec 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
- 82
- +8 vs. Q3 2024
- Shares held
- 9.12M
- −318.6K (−3.4%) vs. Q3 2024
- Total value
- $144.4M
- −$2.17M (−1.5%) vs. Q3 2024
- New holders
- 17
- 32 more added
- Sold out
- 9
- 17 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 89 | $187.3M |
| Q1 2026 | 95 | $191.4M |
| Q4 2025 | 100 | $191.9M |
| Q3 2025 | 91 | $167.3M |
| Q2 2025 | 80 | $162.1M |
| Q1 2025 | 73 | $166.0M |
| Q4 2024 | 82 | $144.4M |
| Q3 2024 | 77 | $149.7M |
| Q2 2024 | 74 | $151.0M |
| Q1 2024 | 78 | $157.0M |
| Q4 2023 | 73 | $147.5M |
| Q3 2023 | 63 | $154.9M |
| Q2 2023 | 52 | $162.7M |
| Q1 2023 | 54 | $165.1M |
| Q4 2022 | 58 | $158.2M |
| Q3 2022 | 54 | $159.6M |
| Q2 2022 | 57 | $176.0M |
| Q1 2022 | 52 | $204.4M |
| Q4 2021 | 50 | $223.2M |
| Q3 2021 | 39 | $199.6M |
| Q2 2021 | 38 | $194.8M |
| Q1 2021 | 36 | $167.4M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Synergy Financial Management, LLC | 38 | $630 | 0.00% | +38 | New |
| Global Retirement Partners, LLC | 73 | $1.15K | 0.00% | +2+2.8% | Added |
| Lee Danner & Bass Inc | 150 | $2.38K | 0.00% | +150 | New |
| Allworth Financial LP | 385 | $6.12K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $7.12K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7.92K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 609 | $9.63K | 0.00% | +609 | New |
| Kestra Investment Management, LLC | 610 | $9.65K | 0.00% | +610 | New |
| St Germain D J Co Inc | 680 | $10.8K | 0.00% | +680 | New |
| Northwestern Mutual Wealth Management Co | 850 | $13.5K | 0.00% | +850 | New |
| Raleigh Capital Management Inc. | 875 | $13.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $15.8K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,045 | $16.5K | 0.01% | +590+129.7% | Added |
| FSA Wealth Management LLC | 1,083 | $17.1K | 0.01% | −500−31.6% | Reduced |
| Financial Management Professionals, Inc. | 1,336 | $21.2K | 0.00% | +29+2.2% | Added |
| Asset Dedication, LLC | 1,944 | $30.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,167 | $34.3K | 0.00% | −196−8.3% | Reduced |
| Fourth Dimension Wealth, LLC | 3,100 | $49.1K | 0.03% | +3,100 | New |
| Harbour Investments, Inc. | 3,894 | $61.6K | 0.00% | +3,308+564.5% | Added |
| Tidemark, LLC | 3,942 | $62.4K | 0.02% | +5+0.1% | Added |
| Lindbrook Capital, LLC | 4,100 | $64.9K | 0.01% | +1,500+57.7% | Added |
| Elequin Capital LP | 5,208 | $82.4K | 0.01% | +5,208 | New |
| Activest Wealth Management | 7,652 | $121.1K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 7,659 | $121.2K | 0.10% | +7,659 | New |
| CIBC Private Wealth Group, LLC | 9,459 | $150.1K | 0.00% | −910−8.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,453 | $165.0K | 0.00% | +10,453 | New |
| MPWM Advisory Solutions, LLC | 10,621 | $168.1K | 0.12% | +10,621 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,665 | $168.8K | 0.03% | −188−1.7% | Reduced |
| HRT Financial LP | 11,458 | $181.0K | 0.00% | +11,458 | New |
| Commonwealth Equity Services, LLC | 11,610 | $184.0K | 0.00% | −269−2.3% | Reduced |
| Westend Capital Management, LLC | 12,311 | $194.9K | 0.06% | +5,434+79.0% | Added |
| Integrated Wealth Concepts LLC | 13,220 | $209.3K | 0.00% | −200−1.5% | Reduced |
| Optimum Investment Advisors | 13,292 | $210.4K | 0.09% | −2,393−15.3% | Reduced |
| Catalina Capital Group, LLC | 13,545 | $214.4K | 0.07% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 13,932 | $220.5K | 0.07% | +950+7.3% | Added |
| Avidian Wealth Solutions, LLC | 14,000 | $221.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,775 | $224.9K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 15,365 | $243.2K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 17,017 | $269.4K | 0.00% | +102+0.6% | Added |
| Wealthcare Advisory Partners LLC | 17,330 | $274.3K | 0.01% | +615+3.7% | Added |
| Envestnet Asset Management Inc | 17,404 | $275.5K | 0.00% | +2,227+14.7% | Added |
| Virtu Financial LLC | 18,482 | $293.0K | 0.02% | +18,482 | New |
| Oppenheimer & Co Inc | 19,450 | $307.9K | 0.00% | +8,050+70.6% | Added |
| Allie Family Office LLC | 20,000 | $316.6K | 0.18% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,337 | $321.9K | 0.01% | +3,201+18.7% | Added |
| Aviance Capital Partners, LLC | 20,735 | $328.2K | 0.05% | +1,650+8.6% | Added |
| Private Advisor Group, LLC | 20,868 | $330.3K | 0.00% | +4,177+25.0% | Added |
| Shaker Financial Services, LLC | 20,884 | $330.6K | 0.13% | +20,884 | New |
| Moors & Cabot, Inc. | 22,800 | $360.9K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,279 | $368.5K | 0.00% | −284−1.2% | Reduced |
| Summit X, LLC | 26,445 | $418.6K | 0.09% | −1,080−3.9% | Reduced |
| Gridiron Partners, LLC | 27,066 | $428.5K | 0.27% | 00.0% | Unchanged |
| GWM Advisors LLC | 29,650 | $469.4K | 0.00% | +14,200+91.9% | Added |
| Journey Strategic Wealth LLC | 32,296 | $511.2K | 0.02% | +5,683+21.4% | Added |
| Pathway Financial Advisers, LLC | 37,610 | $595.4K | 0.20% | −567,647−93.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $635.4K | 0.24% | 00.0% | Unchanged |
| Invesco Ltd. | 40,670 | $643.8K | 0.00% | +22,111+119.1% | Added |
| Advisor Group Holdings, Inc. | 43,153 | $683.1K | 0.00% | +3,726+9.5% | Added |
| Rockefeller Capital Management L.P. | 49,058 | $776.6K | 0.00% | −4,993−9.2% | Reduced |
| Citadel Advisors LLC | 50,762 | $803.6K | 0.00% | +50,762 | New |
| Advisory Services Network, LLC | 60,307 | $954.7K | 0.02% | +45,492+307.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 62,212 | $984.8K | 0.24% | +12,607+25.4% | Added |
| LPL Financial LLC | 70,216 | $1.11M | 0.00% | +2,562+3.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 74,414 | $1.18M | 0.05% | +640+0.9% | Added |
| Stifel Financial Corp | 75,508 | $1.20M | 0.00% | −14,116−15.8% | Reduced |
| Atria Wealth Solutions, Inc. | 78,117 | $1.24M | 0.01% | +15,045+23.9% | Added |
| Evoke Wealth, LLC | 92,685 | $1.47M | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 98,195 | $1.55M | 0.06% | +2,467+2.6% | Added |
| Maridea Wealth Management LLC | 99,233 | $1.57M | 0.51% | +99,233 | New |
| Creekside Partners | 114,700 | $1.82M | 0.94% | +1,481+1.3% | Added |
| Consolidated Portfolio Review Corp | 172,734 | $2.73M | 0.43% | +399+0.2% | Added |
| Bank of America Corp | 174,347 | $2.76M | 0.00% | −25,879−12.9% | Reduced |
| Cohen & Steers, Inc. | 175,007 | $2.77M | 0.01% | −76,000−30.3% | Reduced |
| Pensionmark Financial Group, LLC | 175,370 | $2.78M | 0.08% | +26,240+17.6% | Added |
| Captrust Financial Advisors | 196,171 | $3.11M | 0.01% | +3,500+1.8% | Added |
| Independent Financial Group, LLC | 235,054 | $3.72M | 0.12% | −26,102−10.0% | Reduced |
| Raymond James Financial Inc | 265,037 | $4.20M | 0.00% | +265,037 | New |
| HighTower Advisors, LLC | 455,785 | $7.22M | 0.01% | +8,480+1.9% | Added |
| Royal Bank of Canada | 515,209 | $8.16M | 0.00% | −164,520−24.2% | Reduced |
| UBS Group AG | 1,131,082 | $17.9M | 0.00% | +11,214+1.0% | Added |
| Wells Fargo & Company | 1,877,505 | $29.7M | 0.01% | +270,439+16.8% | Added |
| Morgan Stanley | 2,081,349 | $32.9M | 0.00% | −83,346−3.9% | Reduced |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −304,283−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −12,517−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −11,079−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |