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 2025
Institutional positions in DoubleLine Yield Opportunities Fund as of Mar 31, 2025. 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
- 73
- −8 vs. Q4 2024
- Shares held
- 10.3M
- +1.19M (+13.1%) vs. Q4 2024
- Total value
- $166.0M
- +$21.7M (+15.0%) vs. Q4 2024
- New holders
- 8
- 27 more added
- Sold out
- 16
- 17 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding DoubleLine Yield Opportunities Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,061,175 | $33.2M | 0.00% | −20,174−1.0% | Reduced |
| Wells Fargo & Company | 1,892,618 | $30.5M | 0.01% | +15,113+0.8% | Added |
| UBS Group AG | 1,131,885 | $18.2M | 0.00% | +803+0.1% | Added |
| LeConte Wealth Management, LLC | 972,938 | $15.7M | 9.98% | +972,938 | New |
| Royal Bank of Canada | 579,578 | $9.33M | 0.00% | +64,369+12.5% | Added |
| HighTower Advisors, LLC | 454,695 | $7.32M | 0.01% | −1,090−0.2% | Reduced |
| Pensionmark Financial Group, LLC | 299,350 | $4.82M | 0.13% | +123,980+70.7% | Added |
| Raymond James Financial Inc | 272,807 | $4.39M | 0.00% | +7,770+2.9% | Added |
| Independent Financial Group, LLC | 227,429 | $3.66M | 0.13% | −7,625−3.2% | Reduced |
| Journey Advisory Group, LLC | 197,706 | $3.18M | 0.26% | +197,706 | New |
| Cohen & Steers, Inc. | 175,007 | $2.82M | 0.01% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 169,426 | $2.73M | 0.44% | −3,308−1.9% | Reduced |
| Bank of America Corp | 161,933 | $2.61M | 0.00% | −12,414−7.1% | Reduced |
| Creekside Partners | 115,358 | $1.86M | 0.97% | +658+0.6% | Added |
| Wedbush Securities Inc | 111,508 | $1.79M | 0.07% | +13,313+13.6% | Added |
| Commonwealth Equity Services, LLC | 104,022 | $1.68M | 0.00% | +92,412+796.0% | Added |
| Maridea Wealth Management LLC | 102,676 | $1.65M | 0.54% | +3,443+3.5% | Added |
| Captrust Financial Advisors | 97,104 | $1.56M | 0.00% | −99,067−50.5% | Reduced |
| Evoke Wealth, LLC | 92,685 | $1.49M | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 89,016 | $1.43M | 0.00% | +18,800+26.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 75,012 | $1.21M | 0.05% | +598+0.8% | Added |
| Stifel Financial Corp | 72,861 | $1.17M | 0.00% | −2,647−3.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 65,720 | $1.06M | 0.25% | +3,508+5.6% | Added |
| Atria Wealth Solutions, Inc. | 53,239 | $857.2K | 0.01% | −24,878−31.8% | Reduced |
| Advisor Group Holdings, Inc. | 49,876 | $803.0K | 0.00% | +6,723+15.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 40,142 | $646.3K | 0.23% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 37,738 | $607.6K | 0.21% | +128+0.3% | Added |
| Journey Strategic Wealth LLC | 35,196 | $566.6K | 0.02% | +2,900+9.0% | Added |
| GWM Advisors LLC | 35,150 | $565.9K | 0.00% | +5,500+18.5% | Added |
| Rockefeller Capital Management L.P. | 34,778 | $559.9K | 0.00% | −14,280−29.1% | Reduced |
| Comerica Bank | 29,769 | $479.3K | 0.00% | +14,404+93.7% | Added |
| Invesco Ltd. | 29,027 | $467.3K | 0.00% | −11,643−28.6% | Reduced |
| Gridiron Partners, LLC | 27,066 | $435.8K | 0.28% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 25,580 | $411.8K | 0.06% | +4,845+23.4% | Added |
| Cetera Investment Advisers | 23,587 | $379.8K | 0.00% | +308+1.3% | Added |
| Moors & Cabot, Inc. | 22,800 | $367.1K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 20,843 | $335.6K | 0.01% | +506+2.5% | Added |
| Allie Family Office LLC | 20,000 | $322.0K | 0.18% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 19,431 | $312.8K | 0.00% | −1,437−6.9% | Reduced |
| Oppenheimer & Co Inc | 18,980 | $305.6K | 0.00% | −470−2.4% | Reduced |
| Envestnet Asset Management Inc | 17,588 | $283.2K | 0.00% | +184+1.1% | Added |
| Summit X, LLC | 17,475 | $281.3K | 0.06% | −8,970−33.9% | Reduced |
| First Trust Advisors LP | 16,685 | $268.6K | 0.00% | −332−2.0% | Reduced |
| Wealthcare Advisory Partners LLC | 14,950 | $240.7K | 0.01% | −2,380−13.7% | Reduced |
| Avidian Wealth Solutions, LLC | 14,000 | $225.4K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 13,775 | $221.8K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 13,932 | $220.5K | 0.07% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 13,545 | $218.1K | 0.15% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 13,541 | $218.0K | 0.08% | +1,230+10.0% | Added |
| Readystate Asset Management LP | 12,759 | $205.4K | 0.01% | +12,759 | New |
| LM Advisors LLC | 12,517 | $202.0K | 0.04% | +12,517 | New |
| Precedent Wealth Partners, LLC | 12,479 | $200.9K | 0.06% | +12,479 | New |
| Optimum Investment Advisors | 11,799 | $190.0K | 0.09% | −1,493−11.2% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10,807 | $173.8K | 0.03% | +142+1.3% | Added |
| MPWM Advisory Solutions, LLC | 10,697 | $172.2K | 0.12% | +76+0.7% | Added |
| CIBC Private Wealth Group, LLC | 9,459 | $137.6K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 8,452 | $136.1K | 0.11% | +793+10.4% | Added |
| Activest Wealth Management | 7,652 | $123.2K | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 6,966 | $112.2K | 0.00% | +6,966 | New |
| Kestra Advisory Services, LLC | 6,822 | $109.8K | 0.00% | +6,822 | New |
| Lindbrook Capital, LLC | 4,100 | $66.0K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 3,753 | $60.4K | 0.02% | −189−4.8% | Reduced |
| Fourth Dimension Wealth, LLC | 3,100 | $49.9K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,168 | $34.9K | 0.00% | +10.0% | Added |
| Huntington National Bank | – | $32.2K | 0.00% | – | New |
| Asset Dedication, LLC | 1,944 | $31.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,365 | $22.0K | 0.00% | +29+2.2% | Added |
| Glass Jacobson Investment Advisors llc | 1,045 | $16.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 680 | $10.9K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 500 | $8.05K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 450 | $7.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 385 | $5.79K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −60,307−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −50,762−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −20,884−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −18,482−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −13,220−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,458−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −10,453−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −5,208−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −3,894−100.0% | Sold out |
| FSA Wealth Management LLC | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −610−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |