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.
Q1 2025 vs. Q4 2024
How the institutions holding DoubleLine Yield Opportunities Fund changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 82 | 1 | 73 | −8 |
| Shares | 9.12M | 73 | 10.3M | +1.19M (+13.1%) |
| Value | $144.4M | $1.15K | $166.0M | +$21.7M (+15.0%) |
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (8)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q1 2025 but not at the end of Q4 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| LeConte Wealth Management, LLC | 972,938 | $15.7M | 9.98% |
| Journey Advisory Group, LLC | 197,706 | $3.18M | 0.26% |
| Readystate Asset Management LP | 12,759 | $205.4K | 0.01% |
| LM Advisors LLC | 12,517 | $202.0K | 0.04% |
| Precedent Wealth Partners, LLC | 12,479 | $200.9K | 0.06% |
| JPMorgan Chase & Co | 6,966 | $112.2K | 0.00% |
| Kestra Advisory Services, LLC | 6,822 | $109.8K | 0.00% |
| Huntington National Bank | – | $32.2K | 0.00% |
Sold out (16)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Advisory Services Network, LLC | 60,307 | $954.7K |
| Citadel Advisors LLC | 50,762 | $803.6K |
| Shaker Financial Services, LLC | 20,884 | $330.6K |
| Virtu Financial LLC | 18,482 | $293.0K |
| Integrated Wealth Concepts LLC | 13,220 | $209.3K |
| HRT Financial LP | 11,458 | $181.0K |
| Cambridge Investment Research Advisors, Inc. | 10,453 | $165.0K |
| Elequin Capital LP | 5,208 | $82.4K |
| Harbour Investments, Inc. | 3,894 | $61.6K |
| FSA Wealth Management LLC | 1,083 | $17.1K |
| Raleigh Capital Management Inc. | 875 | $13.9K |
| Northwestern Mutual Wealth Management Co | 850 | $13.5K |
| Kestra Investment Management, LLC | 610 | $9.65K |
| Hollencrest Capital Management | 609 | $9.63K |
| Lee Danner & Bass Inc | 150 | $2.38K |
| Synergy Financial Management, LLC | 38 | $630 |
Not filed for Q1 2025 yet (1)
Institutions that held DoubleLine Yield Opportunities Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Global Retirement Partners, LLC | 73 | $1.15K |